I am working with a database with 5 tables, all of which contain different sets of information about clients and their employees. If you drill down in any table for data relating to a particular client, many rows will return according to the number of their employees in the dataset.
If I were to manually run the reports I need, I would query each table, one at a time, for all results where a particular client number is specified. Then I would export each table to a .csv, and then copy those exports into the same excel workbook with 5 tabs (corresponding to the 5 tables in the SQL database). At the end I would have an individual workbook for each client.
A complicating factor is that not every client ID appears in each of the 5 tables. Preferably, I would not export empty datasets and clients with data in only three of the tables would have only three tabs in the final workbook.
Is there way of giving to SQL server a list of Client IDs, for which it should query the 5 tables, export the existing data, and (possibly / hopefully) combine in a workbook on separate tabs.
Your question is rather vague and broad, but here's the key bits of information you'll need to investigate to get things going:
Create five different datasets, each querying one table.
Create five tablixes, add a PageBreak before each tablix so in Excel they will land on different tabs.
Either set a NoRowsMessage or hide the tablix along these lines using an expression based on the RowNumber function
Create a parameter for selecting the client ID, and use that in your WHERE clause of the datasets.
The tricky bit would be how to generate multiple Excel files. SSRS does one export at a time, so your basic options:
Put multiple clients in one XLS (i.e. don't use a parameter, but include clientId as a column on the worksheets)
Have the user select one client at a time, and export one XLS at a time.
Automate generating the reports.
Related
newbie here working on something bit complicated..not sure how to start and whats the best way..looking for some advice and tips
So, we have 2 system running using MS Dynamics POS 2009 and have extract of all data (inventory/stock) in spreadsheets. Both dbo have pretty much the same items but because they have been run separately all naming and Part Numbers are in different format.
I need to create one database (one excel file) from both. Where partial match on Part Number will be identified and "merged" (keeping Part Number and Description from sheet1 and updating Stock (sheet1 stock + stock from sheet2)
Problem is that Part Numbers are written in completely different styles (by different people) and can by match only by some partial match (i guess last 3-6 characters in Part numbers)
I am not excel expert so any advice and tips would be appreciated.
Also have thoughts of loading those excel sheets into 2 separate SQL databases and doing it from SSMS as not sure if excel can cope with this
Thanks
I'm not 100% sure of the source data, but based on the available information here are some possible steps:
-Create a new Database in SSMS
-Load the data from your excel extracts in with the import data tool (Right on your newly-created database, tasks, Import data). This
will pull up a wizard that will transform your Excel spreadsheet to a table in SQL server. Do this for all spreadsheets
http://searchsqlserver.techtarget.com/feature/The-SQL-Server-Import-and-Export-Wizard-how-to-guide
-You may be able to do some matching based on the start/end of characters and use a MERGE statement to get unique data. The merge statement
allows you to set a match criteria, and then take certain actions depending on a positive or negative match. For example, if your different POS
systems have two different spreadsheets of products where there is some overlap, but also some products that are unique to each system, you could start with a source table from the first system and only insert products into it that are unique to the other system, if there is a match do nothing. Something like
MERGE ProductA A
USING ProductB B
ON RIGHT(A.ProductID, 5) = RIGHT(B.ProductID,5)
WHEN NOT MATCHED BY TARGET THEN
INSERT (ProductID, Descrption)
VALUES (b.ProductID, b.Description)
https://www.simple-talk.com/sql/learn-sql-server/the-merge-statement-in-sql-server-2008/
I work in a sales based environment and our data consists of 'leads'.
Let's say we record CompanyName, PhoneNumber, Address1 & PostCode(ZIP). These rows a seeded with a unique ID in the schema.
The leads come in from various sources and are compiled onto a spread sheet and then imported into SQL 2012 using SSIS.
After a validation check to see if a file exists we then use a simple data flow which consists of an Excel source, Derived Column, Data Conversion and finally an OLE DB Destination.
My requirement I'm sure has a relatively simple solution. I understand what I need to achieve is the first step. I need to take a sample of data from the last rolling two months, if 2 or more fields in the source excel file match the corresponding field in the destination sql table then I want to redirect to another table.
I am unsure of which combination of components I could use to achieve this. I believe that Fuzzy lookup may not be what I am looking for as I am looking to find exact field matches, I have looked at the lookup component but I am unsure if this is the way to go.
Could anyone please provide some advice on how I can best achieve this as simply as possible.
You can use the Lookup to check for matches in your existing table. However, it will be fairly complicated to implement the requirement of checking for any two or more fields matching. Your expression would be long and complex basically consisting of:
(using pseudo code for readability)
IIF((a=a AND b=b) OR (a=a AND c=c) OR (b=b AND c=c) OR ...and so on
for every combination of two columns you want to test
I would do this by importing the entire spreadsheet to a staging table, and doing the existing rows check in a SQL stored proc that moves the data to the desired destination table.
My current setup:
Users need to create reports in Excel which can contain various components like tables, charts etc. These report components are driven off large source tables which are provided to the workbook via a web service. Each source table lives on its own worksheet and the report components live on a separate sheet called "front_sheet".
A greatly simplified example is as follows:
On "input_sheet_1" there is a table which looks like so
The user would then like to create two tables for the report (on "front_sheet") which reference the table on input_sheet_1, that look like this:
These "output" tables contain columns which aren't on the source table (Total Spend) but they may contain more columns such as "Price in euros" where the "price" column is multiplied by some constant.
The table rows are also colour coordinated by their Category. Also there is a "Total" at the bottom of the output tables.
This is easy to do when the input table is static. However I do not know how to deal with this when the input table has a variable number of rows i.e. each time the workbook is refreshed the basket will have different numbers of different items.
Does anyone know how I can achieve this? A requirement is that the user setting up the report does not have to write any VBA at all.
Thanks for taking the time to read this.
I have a table in Access linked to a SharePoint list. The table is comprised of about 15 fields whose contents are originally pulled from another data source (in Excel format). There are an additional 10 or so fields after the original 15 that make up a questionnaire (added via SharePoint) that contain answers to questions about the first 15 fields.
The data in the first 15 fields needs to be updated periodically when new data from my external source is available to download. A lot of the information will remain the same, however some of the fields within each of the rows will change and need to be updated. It is also important that the 10 fields that contain the questionnaire are not modified at all during this process.
Is there a way for me to easily update the cells that have changed using an Update query or something similar? The data does have a unique identifier column (ID NUMBER) that is present on the current SharePoint list and the external data source.
I was thinking from a logical standpoint to put the new external data into a table, find the ID Number in the SP list and new external data, compare the values in the rest of the row on the SP list to the row of the external data, and if a value is different update the cell with the value from the external data. Not sure how to accomplish this using Access queries though.
I really appreciate any help at all! If you need more information, please let me know. If you think there's a more logical way to do this, please let me know your feedback!!
Here's how to get started:
http://workerthread.wordpress.com/2009/02/03/using-access-2007-to-update-sharepoint-lists/
After you get the connection set up, it's just a matter of writing the queries correctly. If you need to run multiple queries periodically, you can setup a form with buttons, and attach some VBA code to the buttons that runs the queries.
MS Access - execute a saved query by name in VBA
I have a spreadsheet that lists customers, their supervisor information, and special feature codes that are listed on their account at the time the report was created.
I need to add a column to this sheet that lists the last active date that these codes were populated on the customer account.
I'm aware of how pull the info when the features were last active. However, I need to base my query based on these specific accounts and codes. What family of SQL Clauses can I use to read these preexisting values and return a corresponding date value?
Your question is a bit ambiguous. How are you populating the spreadsheet? Are you using an ETL application like SSIS or creating an Excel output from a SQL query in your database?
If you are populating an existing Excel spreadsheet, then create in that spreadsheet a new column called "Last Active Date" in preparation for populating it from the source.
If you are pulling the data from a database source, then there may be an associated history or archive table where you can find the pre-existing codes along with their corresponding dates. Here your database administrator and/or developer will be better equiped to assist you in navigating the database architecture. If the codes are no longer available in the source database, then no special SQL CLAUSE will assist. You cannot retrieve that which does not exist.