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what is the best way to pull in external data from SQL table
I want to pull in information from our ERP system into excel so I can combine
it will other information (that is not in our ERP system) and I want to be able to refresh it. The data I need is on our parts table (1000's of records) but I only need approx 100 of those for th report. Everything I have tried so far pulls in all of the records. I find the ones I need and link it to a separate sheet that has the other data. I also do a calculation with the data I pull in (qty on hand, order, demand to come up with ATP. ATP is the value I link to the other sheet). Everything works fine...until we add a new part in the ERP. Once that happens and I refresh because it's looking for the line (which now has a different part on it) So -is there a way to keep out any new items? I tried deleting the parts I didn't need but when I refresh they all come back in. Is what I am trying to do even possible? HELP :-) |
#2
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what is the best way to pull in external data from SQL table
Without knowing which ERP system you're using, or the method for data
extraction, it's difficult to say. Are you using an SQL statement to extract the data? If so, you should be able to include a Where clause to restrict the dynaset. If you are exporting directly, is there no way, within the ERP system to filter the results? Does your system support ODBC? If so, you might be able to create a query to extract those records directly into Excel. The easiest method is to use some form of data query software to extract the data from the ERP, then use MS Access or MS Query to filter for your part list. I work with Oracle and use Oracle Discoverer to extract records and a combination of Access and Excel to create reports. Does your company have a database administrator? They may have a better answer for you. "Lorina" wrote: Is what I am trying to do even possible? HELP :-) |
#3
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what is the best way to pull in external data from SQL table
Sadly the administrator is me! We are a small company and have to wear many
hats. You have given me some ideas though. I will try the access route. Thanks "berniean" wrote: Without knowing which ERP system you're using, or the method for data extraction, it's difficult to say. Are you using an SQL statement to extract the data? If so, you should be able to include a Where clause to restrict the dynaset. If you are exporting directly, is there no way, within the ERP system to filter the results? Does your system support ODBC? If so, you might be able to create a query to extract those records directly into Excel. The easiest method is to use some form of data query software to extract the data from the ERP, then use MS Access or MS Query to filter for your part list. I work with Oracle and use Oracle Discoverer to extract records and a combination of Access and Excel to create reports. Does your company have a database administrator? They may have a better answer for you. "Lorina" wrote: Is what I am trying to do even possible? HELP :-) |
#4
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what is the best way to pull in external data from SQL table
I'd be very interested in knowing the results. I hope you meet with success!
"Lorina" wrote: Sadly the administrator is me! We are a small company and have to wear many hats. You have given me some ideas though. I will try the access route. Thanks |
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