By Larry Teren
1. Go to Microsoft Excel. (The screen shots used here are from Microsoft Excel 2010)
2. Click the DATA tab and the FROM OTHER SOURCES. Slide down to FROM MICROSOFT QUERY and click (See screenshot below).
3. A pop-up box displays prompting to choose a data source. If you do not see the OSAS data source you created in the ODBC connection setup in your workstation’s control panel, then click the browse button to see if it is defined elsewise. In our example, we use the browse button and select OSAS76.dsn
4. If you use the browse feature to find the correct odbc set, it will then return to the pop-up box and ask you to confirm the odbc choice. In our example, we are now confirming OSAS76.
5. The configuration screen will appear. Here you need to enter the password. The default is admin123.
All other fields should already be populated from the odbc configuration previously established through the Control Panel tool.
6. A query wizrd box displays prompting for the file (or files) to be used. You can choose to accept all fields in the selected file or only those that you want to appear on the resulting excel spreadsheet. Each field appears as a separate excel spreadsheet column. You can always removes unwanted fields once the Excel spreadsheet is populated.
7. After clicking NEXT, the ‘filter data’ part of the query wizard displays. Here you can optionally create selection criteria in which you narrow down the selection of data based on inclusions and/or exclusions.
8. The next part of the wizard displays the opportunity to establish a sort method. The data, of course, can be resorted as well once it appears on the microsoft excel spreadsheet.
9. You now decide whether to perform the query directly to the excel spreadsheet page or first go to the query wizard maintenance screen where you can create additional selection criteria and multiple file relationships.
10. Finally, a pop-up display shows where the data will display on the microsoft excel spreadsheet unless you position it elsewhere.
11. Now, you should see the results of the odbc query displayed in the microsoft excel spreadsheet. The first row contains the field names for each column.
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