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Transcript
Using ODBC drivers with
Windows Applications
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Slightly Different steps for each release.
These steps are for 2003.
Creating a Query.
Autofilter.
Pivot Table.
Charts.
ODBC & End Users.
 Data
>
◦ Import External Data >

 New Database Query....
Choose Data Source (Payroll):
◦ You may have several Databases or Applications.
◦ BR Demo provides Payroll & Common.

QueryWizard:
◦ Select Desired Fields.
◦ Select Desired Filters.
◦ Select Desired Sort Order.
 Data
>
◦ Filter >
 AutoFilter.
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Resize Fields to Display as desired.
Use Handle or “Down Arrow”.
Easily filter out unwanted information.
 Data
>
◦ PivotTable and PivotChart Report >
 AutoFilter.
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Pull Data either from Sheet or Data.
Wizard May help, but I just Finish.
Drag Fields to Pivot Table.
Sum vs. Count.
 Data
>
◦ PivotTable and PivotChart Report >
 AutoFilter.

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Often it’s best to start with a PivotTable.
Use the Wizard, it has lots of options.
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Slightly Different steps for each release.
These steps are for 2003.
Import vs. Link.
Queries.
Reports.
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Import:
◦ Copies data from BR to Access
◦ Snapshot in Time
◦ Queries run Faster

Link:
◦
◦
◦
◦

Queries read data Directly from BR tables.
Live results.
Indexes make it faster.
Joins are Slower
Mixing Import & Link is often the best

A SQL statement that pulls data from tables:
◦ Take advantage of the GUI Query designer.
◦ Otherwise known as “Views”

Make Table Query:
◦ A Special type of Query.
◦ When executed, will “IMPORT” data into a table.
◦ Use Imported data to run a complex Query.

Joins:
◦ Challenges with BR.
◦ Many to One.
◦ Join Other Queries.
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
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Start with a Table or Query
Use the Wizard to Get Started
Enhanced with the Designer.

Create End User Documentation:
◦ File Layouts.
◦ “How To Tutorials”.
◦ Training Seminars.

Custom Reports & Queries:
◦ SQL/ODBC Queries can be sold.
◦ Much easier to create.
◦ Once delivered, customers can modify reports.