Use Shared Connections

When you define parameters for an external database, you have the option to save this configuration as a shared connection. Once you save the connection, you can reuse it later for a Data Query block by selecting it from the Shared Connections tab in the Query's Properties pane. This is useful for non-default databases that you access on a fairly regular basis since it saves you from having to retype the connection information each time.

You can create a shared connection using one of two methods:

  • From the Connection String section's Shared tab in the Properties pane of a selected Query Data block (See Creating and Connecting to a Shared Connection)
  • From the Managed shared connections button on the Toolbar as detailed below

Manage Shared Connections

Create a new shared connection, or view the properties of existing Shared Connections.

  1. Click the (Managed shared connections) button on the Dashboard Builder Toolbar.

  1. If you are creating a new connection, enter a Name (required), and a Description (optional) for the connection.
  2. Enter the Server on which the database exists.
  3. Enter the Database name.
  4. In the User field, enter the user with access to this database.
  5. Enter a Password for the user.
  6. Optionally, enter any Extended Properties.
  7. If you are using Windows credentials instead of a SQL account for this connection, select the Integrated check box, otherwise leave this box unchecked.
  8. Click the Test button to verify that the connection is valid. A message will indicate if the connection is valid or not.
  9. Click the Apply button to save your changes.
  10. If you wish to delete any Shared Connections, click the X to the left of the shared connection you wish to delete.

NOTE: You can only delete existing shared connections that are not currently used in a dashboard.

  1. To return to the Dashboard workspace, click the Shared Connections button.