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 End-User Documentation
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Data Source Wizard

The Data Source Wizard allows the user to create a new data source, configure it, and if there is more than one data source available, to select the one that is required for a particular task. Once created, the data source configuration will be stored in the XLS/XLSX spreadsheet file, so the user does not have to re-configure the data source again.

To invoke the wizard, click Add Data Source in the External Data Sources group of the Mail Merge tab.

The Data Source Wizard is invoked. Proceed with the following steps in the wizard.

  1. On the first page of the invoked Data Source wizard, specify a name for the new data source and click Next.

  2. On the next page, select a data source type (Database) and click Next.

  3. If a data connection has already been specified in the application, the next wizard page allows you to select whether to use one of the existing connections, or create a new one.

  4. On the next page, select a data provider, specify the required connection settings and click Next.

    You can select from the following supported data source types.

    Relational Database System

    Supported Versions

    .NET Framework Data Provider

    .NET Standard 2.0 Data Provider

    Microsoft SQL Server 2005 or higher
    2005 Express or higher
    Azure SQL Database
    System.Data.dll (Included in .NET Framework)
    Microsoft Access Access 2000 or higher
    Access 2007 or higher
    System.Data.dll (Included in .NET Framework)  
    Microsoft SQL Server CE 3.5, 4.0 System.Data.SqlServerCe.dll (Included in .NET Framework)  
    Oracle Database 9i or higher Oracle.ManagedDataAccess.dll
    Amazon Redshift n/a Npgsql.dll Npgsql.dll
    Google BigQuery Only legacy SQL functions and operations are supported DevExpress.DataAccess.BigQuery.dll DevExpress.DataAccess.BigQuery.dll
    Teradata 13.0 or higher Teradata.Client.Provider.dll Teradata.Client.Provider.dll
    SAP Sybase Advantage Advantage Database Server 9.1 or higher Advantage.Data.Provider.dll  
    SAP Sybase ASE Sybase Adaptive Server 12.0 or higher Sybase.AdoNet4.AseClient.dll  
    SAP SQL Anywhere 11 or higher Sap.Data.SQLAnywhere.dll  
    IBM DB2 9.5 or higher IBM.Data.DB2.dll IBM.Data.DB2.Core.dll
    Firebird 1.5 or higher, Dialect 3 FirebirdSql.Data.FirebirdClient.dll
    MySQL 4.1 or higher MySql.Data.dll MySql.Data.dll
    Pervasive PSQL 9.x or higher Pervasive.Data.SqlClient.dll  
    PostgreSQL 7.x or higher Npgsql.dll Npgsql.dll
    VistaDB 4, 5 VistaDB.5.NET40.dll  
    SQLite 3.x System.Data.SQLite.dll
    XML file n/a Built-in support Built-in support

    Depending on the selected data provider, it may be necessary to specify additional connection options (such as authentication type and database name) on this page.

    Alternatively, you can select Custom connection string and specify the connection string.

    Use the XpoProvider parameter to identify a data source provider. See connection string examples in the table below.

    Relational Database System

    Connection String Sample See Note
    Microsoft SQL Server * XpoProvider=MSSqlServer;Data Source=(local);User ID=username;Password=password;Initial Catalog=database;Persist Security Info=true
    * The MS SQL Server data provider is automatically specified if you set the "Initial Catalog" parameter and do not use the word "Provider" (for instance, the "XpoProvider" parameter) in the connection string.
    Microsoft Access XpoProvider=MSAccess;Provider=Microsoft.Jet.OLEDB.4.0;Data Source=C:\mydatabase.mdb;User Id=admin;Password=;
    XpoProvider=MSAccess;Provider=Microsoft.ACE.OLEDB.12.0;Data Source=C:\mydatabase.accdb;User Id=admin;Password=;
    Microsoft SQL Server CE XpoProvider=MSSqlServerCE;Data Source=MyDatabase.sdf;Password=MyPassword
    Oracle Database XpoProvider=Oracle;Data Source=TORCL;User ID=MyUserName;Password=MyPassword
    XpoProvider=ODP;Data Source=TORCL;User ID=MyUserName;Password=MyPassword
    XpoProvider=ODPManaged;Data Source=TORCL;User ID=MyUserName;Password=MyPassword
    Amazon Redshift XpoProvider=Amazon Redshift;Server=;User ID=MyUserName;Password=MyPassword;Database=MyDatabase;Encoding=UNICODE
    Google BigQuery XpoProvider=BigQuery;ProjectID=myProject;DataSetId=myDataSet;OAuthClientId=myClientId;OAuthClientSecret=mySecret;OAuthRefreshToken=myRefreshToken
    Teradata XpoProvider=Teradata;Data Source=myServerAddress;User ID=myUsername;Password=myPassword;
    SAP Sybase Advantage XpoProvider=Advantage;Data Source=\\myserver\myvolume\mypat\mydd.add;ServerType=local;User ID=ASSSYS;TrimTrailingSpaces=true
    SAP Sybase ASE XpoProvider=Ase;Port=5000;Data Source=MyAseServer;User ID=MyUserName;Password=MyPassword;Initial Catalog=MyDatabase;Persist Security Info=true
    SAP SQL Anywhere XpoProvider=Asa;eng=server;uid=user;pwd=password;dbn=database;persist security info=true;
    IBM DB2 XpoProvider=DB2;Server=server:port;Database=database;UID=user;PWD=password;
    Firebird XpoProvider=Firebird;DataSource=localhost;User=SYSDBA;Password=masterkey;Database=MyDatabase.fdb;ServerType=0;Charset=NONE
    MySQL XpoProvider=MySql;Server=MyServerAddress;User ID=MyUserName;Password=MyPassword;Database=MyDatabase;Persist Security Info= true;Charset=utf8
    Pervasive PSQL XpoProvider=Pervasive;Server=MyServerAddress;UID=MyUserName;PWD=MyPassword;ServerDSN=MyDatabase
    PostgreSQL XpoProvider=Postgres;Server=;User ID=MyUserName;Password=MyPassword;Database=MyDatabase;Encoding=UNICODE
    VistaDB XpoProvider=VistaDB;Data Source=C:\mydatabase.vdb4
    XpoProvider=VistaDB5;Data Source=C:\mydatabase.vdb5
    SQLite XpoProvider=SQLite;Data Source=filename
    XML file XpoProvider=InMemoryDataStore;data source=D:\Contacts.xml;read only=True

    The connection strings demonstrated above are examples. You can specify alternative variants.

    To proceed to the next wizard page, click Next.

  5. On the next page you are prompted to save the connection string including or excluding the user name and a password. Choose any option and click Next.

  6. This page allows you to select a query or a stored procedure.

    Click Run Query Builder... to invoke the Query Builder window.


    Manual SQL editing is not allowed by default. Enabling custom SQL queries may lead to inadvertent or unauthorized modifications to your data/database structure. Before you decide to allow manual SQL editing, we recommend you to follow best practices and implement the appropriate end-user read/write permissions at the database level.

    If for some reason you need to enable custom SQL editing, set the SpreadsheetControl.Options.DataSourceWizard.EnableCustomSql option to true.

    Note that only SELECT statements are allowed in the text. To override this restriction, handle the SpreadsheetControl.ValidateCustomSqlQuery event.

  7. In the invoked Query Builder window, double-click the Categories item in the list of available tables on the left to add it to the tables included into the query.

    Enable the check box for the Categories table, to include all of its fields in the view.

    Click OK to close the Query Builder and return to the Data Source Wizard.

  8. When the query is ready, click Finish to save it.

The Field List Panel displays the structure of the created data source.

To modify the query used in the data source, click Manage Relations -> Manage Queries in the External Data Sources group.


The data source configuration is stored in .xls or .xlsx file. The end-user can save the workbook after creating the data source. Next time, the user can start performing a mail merge immediately after the XLSX/XLS file is loaded into the Spreadsheet control.

Expanded See Also

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