Creating New Workbook from Server

Creating New Workbook from Server

Database developers can store workbook templates in a database (see the Developer Guide). This allows users to create a complete workbook with multiple customized objects.

To create a new workbook, click File, then select New from Server...

Step 1. Select Provider

First, choose a data provider.

DBEdit - Open from Server - Select Provider

DBEdit displays all installed and supported providers. You may see fewer providers than listed.

Step 2. Connect to Database

Next, enter your database credentials.

DBEdit - Open from Server - Connect to Database

Different database servers have unique features. Click the Help button or the Examples link for context-specific assistance.

DBEdit checks the connection in the background and enables the Next button if successful.

If the Next button is disabled, click the Test Connection button to verify the connection and refresh the status.

Step 3. Select Workbook Template

Now, select a workbook template.

DBEdit - Open from Server - Select Workbook

The wizard checks your current permissions and displays only the templates you can create.

Step 4. New Workbook

In the final step, you will receive a complete workbook based on the selected template.

For example:

DBEdit - Open from Server - Created Workbook

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