The first step in creating your document template will be to assign your data source. The Publisher will accept three data source file types: XML Data and Schema Files (.xml, .xsd), Data Modeler Diagram Files (.edx, .eox, .dax), or Spreadsheet Files (.csv, .xlsx). In any case, you are assigning a data source that represents the same structure of the data you will be using with your document template at run time to produce your documents.

 

Remember that assigning a data source is the essential first step. When doing so, your data source will be accessible in the Data Source Pane for quick access. You will be able to drag and drop the data points in order to include them in your document template.

 

 

1. From the Data Source Pane select the Configure button, which will launch the Windows Open Dialog.

 

2. Select the file to be used as the data source and select Open.

 

3. The data source will now be visible in the Data Source Pane in the Publisher.

 

 

 

Next Steps

Now that you've assigned a data source to your document, the following are key steps you may wish to investigate:

How to Work in the Data Source - Learn about the options available to you in the Data Source Pane.

How to Edit Your Data Source - Learn about how to update and change your Data Source.