The following procedure describes how to access Vision or relative data from Excel by invoking MS Query. This procedure was designed for users of Excel Version 7.0. If you have another version of Excel, your steps may be slightly different, but the concepts will be the same.
To access data from Excel:
1. Start Excel.
2. Select "Add-Ins" from the Tool menu.
A dialog box displays.
3. Check the "MS Query Add-In" check box, and click "OK." If this add-in does not appear on your list, reinstall Excel, being sure to select "MS Query" from the list of functions to install.
4. Select "Get External Data" from the Data menu.
This invokes Microsoft Query. The Select Data Source dialog box displays.
5. Click on "Other." The "ODBC Data Sources" dialog box displays. This lists all of the DSNs that you have established for ODBC. (Refer to Section 3.1 Data Source Names (DSNs) for instructions on creating DSNs.)
6. Select the DSN that corresponds to the data source you want to access. The previous dialog box displays again, this time with the new DSN listed.
7. Click "Use." A dialog box displays. This box lets you select the tables to add to your Excel spreadsheet.
8. Select the table or tables that you want to add (e.g., "customer"), then click "Add." Close the box when you're done. For each table you selected, a list box displays on the MS Query screen. This list box lists all of the columns in the associated table.
9. Double-click each column that you want to read into your spreadsheet, and that column displays on the screen. If you want to add all columns, double click the "*" at the top of the list box.
10. To enter a SQL statement, click the "SQL" button on the button bar. The SQL box displays.
In this box, type the SQL statement you want to invoke. Press "OK" when you're done. (For a description of the SQL commands supported by AcuODBC, refer to Section 6.3 SQL Syntax Supported by AcuODBC.)
11. Select "Return Data to Excel" from the MS Query File menu.
A list of options displays:
Keep query definition
Include field names
Include row numbers
Keep password
12. Select the options of interest and click "OK." You are returned to Excel. The data you selected displays in the current Excel spreadsheet.