1. Excel in SQL Reporting _____________________________________________________ Perry T Patterson June 2014 _____________________________________________________
SQL Saturday

2. 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

3. 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

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

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

6. 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!

7. 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!

8. 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

9. 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

10. 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

11. 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

12. 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!