Activant FASPAC. FasData Exchange

Transcription

1 Activant FASPAC FasData Exchange

2 This class is designed for FASPAC Users familiar with: FASPAC system operations Database structures Data Views Microsoft Excel and / or Microsoft Access Other ODBC data bases

3 Objectives Identify FDE Hardware/Software Requirements FASPAC Server PC Clients Create an FDE Query Extract Data from the FASPAC Server Create Custom Reports using Excel Create Custom Reports using Access Review opening and running the FASPAC Extended Sales Reports

4 This course will NOT cover Installation of Transoft Applications Installation of FASPAC Data Dictionary Microsoft Pivot Tables Microsoft Query Microsoft Excel Microsoft Access

5 What is FasData Exchange (FDE)? Product providing seamless integration between : FASPAC USQL Microsoft Applications Excel, Access, SQL, Crystal Reports, Foxpro

6 ODBC: Open Data Base Connectivity Excel 123 Access FoxPro SQL Client ODBC Driver Network ODBC Driver Manager and a set of drivers that enable applications to use Structured Query Language (SQL) as a standard language to access data created and stored in another format

7 Requirements : FasData Exchange PC connected to a Local Area Network U/SQL Server with license Installed on the FASPAC Server U/SQL Client with license Installed on a PC to access FASPAC data FASPAC Universal Data Dictionary

8 FASPAC Universal Data Dictionary faspac.udd is the data dictionary which provides the relational description of the FASPAC data.

9 How will FDE add value to my business? Single step process to access FASPAC information Flexibility in designing spreadsheets, reports and graphs that include FASPAC information Reduce time and costs of preparing reports, graphs and spreadsheets Conform to customer information and reporting requirements

10 Generating a Report with FDE 1 - Determine reporting requirements 2 Identify data sources 3 Link data elements 4 Apply selection criteria 5 Identify data fields to be reported 6 Extract data (via ODBC) 7 Generate the report

11 1 - Determine Reporting Requirements Entire Company Customer Number and Customer Name Customer Sales Totals by Location Last Year YTD This Year Projected This Year Projected Variance Company Sales Totals for each category List customers in descending order By YTD sales

12 2 Identify Data Sources CP01 CP02

13 3 Link Data Elements

14 4- Apply Selection Criteria Use Selection Criteria to limit your query to One Customer One Salesman One Company, if you have more than one

15 5 Identify Data Fields Company Number Customer Number Customer Name Total Sales Last Year Sales Year To Date This Year

16 6 Extract The Data (via ODBC) FASPAC Vision Database Universal Data Dictionary Data Source Driver Microsoft Office SQL ODBC Driver Excel Access

17 7 Generate The Report Customer Number and Customer Name Customer Sales Totals Last Year YTD This Year Projected This Year Projected Variance Company Sales Total

18 Query FASPAC Data Use MS Excel to query FASPAC data Create a query of customer history

19 Query FASPAC Data Using Excel 1 Select Data > Get External Data > New Database Query

20 Query FASPAC Data Using Excel - 2 Choose faspac.udd as your data source Uncheck Use the Query Wizard to Create/edit reports

21 Query FASPAC Data Using Excel 3 Identify data sources

22 Query FASPAC Data Using Excel 4 Expand the displays to view the fields

23 Query FASPAC Data Using Excel 5 Identify fields for your spreadsheet You may want to stop the auto query

24 Query FASPAC Data Using Excel 6 Add Criteria

25 Query FASPAC Data Using Excel 7 Sort the records

26 Query FASPAC Data Using Excel 8 Save your query File > Save As Use a Meaningful name

27 Query FASPAC Data Using Excel 8a Select File > Return data to Excel

28 Query FASPAC Data Using Excel 9

29 Query FASPAC Data Using Excel 10 To Edit a saved query Click Data Get External Data New Database Query Select the database faspac.udd Close the add tables window Click on FILE Click on OPEN Select the saved query

30 Query FASPAC Data Using Excel review Select your database faspac.udd Determine the tables to be used Select the fields Add criteria Sort the data Save your query Import the data to Excel

31 Query FASPAC Data Using Access Link FASPAC Data Files Create Totals Make Selections based on Criteria

32 Query FASPAC Data Using Access - 1 Create new database Select Blank Access Database and click OK Give the file a name

33 Query FASPAC Data Using Access - 2 Click on File > Get External Data > Link Tables

34 Query FASPAC Data Using Access - 3 Select ODBC database

35 Query FASPAC Data Using Access 4 Click on Machine Data Source

36 Query FASPAC Data Using Access - 5 Click on Select All

37 Query FASPAC Data Using Access - 6 Click OK the tables will continue to link

38 Query FASPAC Data Using Access - 7 All of the linked tables will display

39 Query FASPAC Data Using Access - 8 Select Queries > New > Design View Click on OK

40 Query FASPAC Data Using Access - 9 Select the tables for this query

41 Query FASPAC Data Using Access - 10 Link tables with COMPANY_NO ; CUST_NO and INVOICE_NO

42 Query FASPAC Data Using Access - 11 Double click on the field name -- or Drag the field to field row

43 Query FASPAC Data Using Access - 12 Include ALL records from IV01 AND Only those in AR01 where the joined fields are equal

44 Query FASPAC Data Using Access - 13 Uncheck the box for the fields Company_NO ; Cust_No and Status

45 Query FASPAC Data Using Access - 14 Enter criteria to limit selection Company 10 ; customer 5 ; status Z NOTE : Customer field is five characters and must be preceded by spaces

46 Query FASPAC Data Using Access - 15 Click the view button to see the results in the data sheet view

47 Query FASPAC Data Using Access - 16 Change field heading New name should precede the field name Invoice Total:Net_Amt

48 Query FASPAC Data Using Access - 17 Right Click in an empty field row and select Zoom ([Gross_AMT]-[COST_INV])/[Gross_AMT]*100

49 Query FASPAC Data Using Access - 18 Division by 0 will result in an error IF ([GROSS_AMT]=0,0,(([GROSS_AMT]- [COST-INV])/[GROSS_AMT]*100))

50 Query FASPAC Data Using Access - 19 Save the query: Click on FILE Click on Save As

51 Query FASPAC Data Using Access - 20 Use Parameters to ask questions Enter the criteria [Customer Number]

52 Query FASPAC Data Using Access - 21 Export data sheet view to MS Excel or Word Select Tools > Office links > select app

53 Extended Performance Reports - 1 Open Access Select the database with Open an Existing File checked

54 Extended Performance Reports - 2 Select Reports Select the report to open, click on Preview to open the report

55 Extended Performance Reports available reports Requires FASPAC extended part history file im13 To find out if you already have it, or how to create it, contact FASPAC Application Support

56 Summary Identify FDE Hardware & Software Requirements FASPAC Server PC Clients Create An FDE Query Extract Data From The FASPAC Server Create Custom Reports Using MS Excel Create Custom Reports Using MS Access Opening And Running the FASPAC Extended Sales Reports

57 For More Information Visit Activant on the web: View Educational Services course offerings Browse Documentation FasData Exchange Installation and Users Guide FASPAC Universal Data Dictionary FASPAC Administration Documentation Search the Solutions database Submit a Support case Professional Services Sales pss@activant.com