accessing your data primarius users group 2012. 4 ways to access to your data accessing your data...
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Accessing Your DataAccessing Your Data
Primarius Users Group 2012Primarius Users Group 2012
4 Ways to Access to Your Data
Accessing Your DataAccessing Your Data
Reports using the Report Interface
Exporting Reports to Excel
Using Excel and an ODBC connection
User Queries
Report Form
Accessing Your DataAccessing Your Data
Accessing Your DataAccessing Your Data
Accessing Your DataAccessing Your DataExport 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 DataAccessing Your DataUser Queries
Basic QueriesDonor, Agency, Product, Grant
Receipts, Receipt Details, Order, Order Details
Special QueriesPhysical Inventory History (Product Menu)
Agency Membership Fee (Agency Menu)
Inventory Adjustments (Product Menu)
Accessing Your DataAccessing Your DataUser Queries
Added in the 1.07 VersionAgency 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 DataAccessing Your DataUser Queries
Selecting Fields to DisplayOn grid, Right-Click Edit Columns
Check the check boxes for the fields
Basic SelectionsOnly allows FROM and TO
Use User Query/Query Type/ Edit Type for advanced queries
Accessing Your DataAccessing Your DataUser Queries
Advanced SelectionsUser Query, Select Type, Select Edit Type
New Query
Add a New Query Name, Select a template
Accessing Your DataAccessing Your DataUser Queries
Advanced SelectionsAdd 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 DataAccessing Your DataUser 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 DataAccessing Your DataConnecting to Data from Excel
Accessing Your DataAccessing Your DataConnecting to Data from Excel
Accessing Your DataAccessing Your DataConnecting to Data from Excel
Accessing Your DataAccessing Your DataConnecting to Data from Excel
Accessing Your DataAccessing Your DataConnecting to Data from Excel