Accessing Your Data Primarius Users Group 2012. 4 Ways to Access to Your Data Accessing Your Data Reports using the Report Interface Exporting Reports.

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Presentation transcript:

Accessing Your Data Primarius Users Group 2012

4 Ways to Access to Your Data Accessing Your Data Reports using the Report Interface Exporting Reports to Excel Using Excel and an ODBC connection User Queries

Report Form Accessing Your Data

Export to Excel Use Analysis reports for best results Use Data-Only option Make sure you know where the file is being placed on your computer Quick Group with Totals Sort the Data (Data, Sort, Select Column) Get Subtotals (Data, Subtotals) Show Group Outline Symbols (Tools, Options, View, Outline Symbols)

Accessing Your Data User Queries Basic Queries Donor, Agency, Product, Grant Receipts, Receipt Details, Order, Order Details Special Queries Physical Inventory History (Product Menu) Agency Membership Fee (Agency Menu) Inventory Adjustments (Product Menu)

Accessing Your Data User Queries Added in the 1.07 Version Agency Contacts (Agency Menu) Agency Product Categories (Agency Menu) User Defined Groups (Agency Menu) Grants Agencies (Grants Menu) Inventory (Product Menu) Order Details with Costs (Orders Menu)

Accessing Your Data User Queries Selecting Fields to Display On grid, Right-Click Edit Columns Check the check boxes for the fields Basic Selections Only allows FROM and TO Use User Query/Query Type/ Edit Type for advanced queries

Accessing Your Data User Queries Advanced Selections User Query, Select Type, Select Edit Type New Query Add a New Query Name, Select a template

Accessing Your Data User Queries Advanced Selections Add a New Condition Select Column Name (Field) Select an Operator (Is:) Select Data If adding more than one condition, select Open, And or Or and Close Options Press Save

Accessing Your Data User Queries Advanced Selections Query will now show under User Query, Query Type On the grid, use right-click, Copy Grid Data to Excel to export data

Accessing Your Data Connecting to Data from Excel

Accessing Your Data Connecting to Data from Excel

Accessing Your Data Connecting to Data from Excel

Accessing Your Data Connecting to Data from Excel

Accessing Your Data Connecting to Data from Excel

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