ODBC : What is it and how does it work with MDS ?.

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Presentation transcript:

ODBC : What is it and how does it work with MDS ?

ODBC = Open DataBase Connectivity An interface which allows desktop programs like Excel and Crystal Reports to make SQL (Structured Query Language) data requests to a Database. U2 or Universe ODBC is the specific ODBC connector that allows YOU to get data from MDS.

ODBC  MDS ODBC Account Now have ability to create and manipulate your own reports, with your data, using various reporting tools. Access to files for:  Customer  Product  Inventory  Sales  Accounting Can have multiple accounts  Data Dictionary Tool  Accessing Tables with Excel  Crystal Reports MDS Reporting Excel Crystal Reports Tools

MDS Data Dictionary- Tables by Area Add report

MDS Data Dictionary – Table Field Listing Add report

MDS ODBC and Excel  Ability to connect to MDS database  Unlike Recall Generator, you can use multiple files to query from  Create custom reports  Create custom pivot charts and tables  Novice users can operate

MDS ODBC and Excel Importing MDS database to use for query Choosing pre-installed data source

MDS ODBC and Excel User supplies password Excel connects to MDS Database

MDS ODBC and Excel All available tables are displayed Click on “+” next to table to display available columns

MDS ODBC and Excel Available columns are displayed Choose columns for your query

MDS ODBC and Excel Filter data to specify certain information to include or not include in your query

MDS ODBC and Excel Specify how you want your data sorted

MDS ODBC and Excel  Finishing Query Wizard  Return Data to Excel  Save Query

MDS ODBC and Excel Place Data  Existing or New Worksheet  Create a PivotTable report

MDS ODBC and Excel Simple query displayed

MDS ODBC and Excel - PivotTable

MDS ODBC and Excel - PivotChart

MDS ODBC and Crystal Reports  TSH has made the investment to include a full featured Crystal Reports viewer AND Report Design tool as part of WinMDS.  TSH is working on an on-going project to convert all reports and forms in MDS to use our embedded Crystal Reports interface.  Ability to add custom Crystal Reports to any MDS menu.  Ability for End Users to customize MDS Crystal reports and save their own versions for future use.

WinMDS Integration All MDS Menu selections that have a printer symbol to the left of them on the dashboard menu contain either a report or a listing. The Listing or Report for that menu selection can be processed by clicking on the printer icon.

Running an MDS File Listing:

MDS ODBC and Crystal Reporting Preview  Preview  When running a Crystal Report in WinMDS, the Crystal Report viewer will display the report

MDS ODBC and Crystal Reporting  Crystal Viewer Output options:  Export Report  Print Report

MDS ODBC and Crystal Reporting  Crystal Report Embedded Designer  Make and save changes to existing report

Crystal Report – Preview Changes

Crystal Reports – Save Report

Crystal Reports Parameters MDS includes the ability to pass Crystal Reports Parameters transparently to the Crystal Reports viewer.  Allows us to automatically popup a specific report based on MDS processing, such as bringing up a specific quote during Quote Inquiry.  Allows us to automatically print or archive a specific report during MDS processing such as a PO or an Invoice.

MDS Quote Export

Benefits  Easily access Real time data  Flexibility to create own reports – NOW!  Crystal is an Industry Standard  Reduce Expenses - save money on custom programming