Add a relational dataset

Using a web browser, navigate to https://server_name/RtReports/Admin/admin.aspx, where server_name is the name of the server hosting RtReports.

The top-level page on the RtBaseline Services Administration site opens.

Under Datasets, click Relational to navigate to the Relational Datasets page.

Relational datasets available to the SharePoint Web server are listed on the left side of the page, under Configured Datasets.

Click New to reset the property fields to default values, and enter properties for the new dataset.

You can also select an existing Relational dataset and click Copy. Then modify the property fields to define the new dataset.

Enter a name for the Relational Dataset in the Data Set Name field. You cannot change this name once the Relational Dataset has been saved in the list.

Specify the relational SQL statements used for the dataset.

Enter a SQL statements to retrieve data from the data source. For example, enter select * from orders to retrieve all columns from the Northwind Orders table in SQL Server. Use question marks ('?') to enter placeholders in the select statement.

Modify any remaining dataset parameters that you want to change.

RtBaseline Services assumes default settings for all other parameters.

Click the Verify SQL button to test the syntax of the SQL statement.

If the statement is valid, column and placeholder tables are populated. If errors occur, make corrections to the syntax of the SQL statement.

Configure placeholder information and provide text descriptions for dataset columns.

When you have finished, click the Save button to add the new dataset to the list of Relational Datasets.