Excel in SQL Reporting _ Perry T Patterson June 2014 _.

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Presentation transcript:

Excel in SQL Reporting _____________________________________________________ Perry T Patterson June 2014 _____________________________________________________ 954.729.8455 www.3Deers.com patter38@3Deers.com SQL Saturday

Perry T Patterson – Introduction An eCommerce and technology leader that advanced from the ranks of programmer to CIO over the past thirty years. Utilizes technical, consulting and sales capabilities to establish and grow innovative and dynamic divisions in a variety of business sectors. Masters in MIS, eCommerce Nova Southeastern University

Did you watch Seinfeld and dream of being an IMPORTER / EXPORTER? Background Did you watch Seinfeld and dream of being an IMPORTER / EXPORTER? I’m an Architect

Background Do your accountants, managers and other end users need their reports in excel?

Background You don't need Vandelay Industries! Get out of the business of Importing and Exporting of Data.

Background Many companies have spent heavy capital on a SQL infrastructure and often find they still can’t get the users to look at or run their reports. IT Burdened with creating and running ad-hoc reports. Excel to the rescue!

Why Excel? Microsoft Excel overlooked feature allowing users to connect to data sources. SQL MS Access FoxPro (.dbf) Familiar tool for users and therefore USED!

MS Query Simple: Powerful: Visual data creation Data Straight into Excel – No Cut/Paste! - No EXPORT / IMPORT! Data Tables Powerful: Pivot Tables / Graphs User Data Refresh with Prompts

Adventure Works Sample Database Demonstration – Basic Adventure Works Sample Database Create an Excel Spreadsheet Connect to Database np:Server\Database (Named Pipes Blog) MS Query Tables / Pivot Tales Report Formatting

Demonstration – Advanced Macros – Refresh on button or field change Turn off Background refresh! Pivot Table Filter Table Formatting / Data IT Developed “Views” in SQL Easier Data for Most Users Controlled Calculations / Information

Demonstration – Polishing a Report Headings and Tab Names Name your tables Freeze Views Multiple Tabs / Views with same data Refresh Macro Date Grouping Prompting for Parameters

MS Excel For Business Intelligence Summary MS Excel For Business Intelligence Most likely already owned Easy Query for non-technical users Powerful Options Familiar Tool… therefore USED!