1. Using ODBC drivers with Windows Applications

2.  Slightly Different steps for each release.  These steps are for 2003.  Creating a Query.  Autofilter.  Pivot Table.  Charts.  ODBC & End Users.

3.  Data > ◦ Import External Data >  New Database Query....  Choose Data Source (Payroll): ◦ You may have several Databases or Applications. ◦ BR Demo provides Payroll & Common.  QueryWizard: ◦ Select Desired Fields. ◦ Select Desired Filters. ◦ Select Desired Sort Order.

4.  Data > ◦ Filter >  AutoFilter.  Resize Fields to Display as desired.  Use Handle or “Down Arrow”.  Easily filter out unwanted information.

5.  Data > ◦ PivotTable and PivotChart Report >  AutoFilter.  Pull Data either from Sheet or Data.  Wizard May help, but I just Finish.  Drag Fields to Pivot Table.  Sum vs. Count.

6.  Data > ◦ PivotTable and PivotChart Report >  AutoFilter.  Often it’s best to start with a PivotTable.  Use the Wizard, it has lots of options.

7.  Slightly Different steps for each release.  These steps are for 2003.  Import vs. Link.  Queries.  Reports.

8.  Import: ◦ Copies data from BR to Access ◦ Snapshot in Time ◦ Queries run Faster  Link: ◦ Queries read data Directly from BR tables. ◦ Live results. ◦ Indexes make it faster. ◦ Joins are Slower  Mixing Import & Link is often the best

9.  A SQL statement that pulls data from tables: ◦ Take advantage of the GUI Query designer. ◦ Otherwise known as “Views”  Make Table Query: ◦ A Special type of Query. ◦ When executed, will “IMPORT” data into a table. ◦ Use Imported data to run a complex Query.  Joins: ◦ Challenges with BR. ◦ Many to One. ◦ Join Other Queries.

10.  Start with a Table or Query  Use the Wizard to Get Started  Enhanced with the Designer.

11.  Create End User Documentation: ◦ File Layouts. ◦ “How To Tutorials”. ◦ Training Seminars.  Custom Reports & Queries: ◦ SQL/ODBC Queries can be sold. ◦ Much easier to create. ◦ Once delivered, customers can modify reports.