LGCA GETTING STARTED WITH *SAFARI ODBC Using Microsoft Office Excel *You should have SAFARI already installed on your PC

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1 LGCA GETTING STARTED WITH *SAFARI ODBC Using Microsoft Office Excel *You should have SAFARI already installed on your PC Open EXCEL and go to DATA> from Other Sources> 2 From Microsoft Query 1 3 3/30/2016 1

2 Choose your Database from the Data Source Query Box and click o.k. Saved Queries * Database *At this point, if you have saved your previous queries, you may go to Queries and refresh a saved query. 3/30/2016 2

3 Enter your LGCA - Username and Password Select the file you wish to work in. In this example we will use BIOGRAPHICAL After Clicking BIOGRAPHICAL, Click on the + sign and you will see all fields to select for your query. 3/30/2016 3

4 You can move these fields to the COLUMNS IN YOUR QUERY Box by double-clicking or highlight and use the right arrow to move it over. The double arrows will move all columns out of your query. Click on the NEXT key to move to the next screen options. 3/30/2016 4

5 A screen for filters will appear. You do not need to use this screen if you do not have anything you want filtered. For example, if you wanted names that are equal to Jones you would select highlight NAME, select EQUALS Jones This will take you to the Sort Order you wish to select and click on next when your sort is completed. 3/30/2016 5

6 This will bring you to the FINISH Screen Keep the Return Data To Microsoft Office Excel checked. Then click Finish or you may save your query - *At this point you are able to Save Query for future use. Enter the File Name you wish to use and click on save. 3/30/2016 6

7 Click on Finish after you have saved your Query. IMPORTANT: At this point you will see this screen and you will need to click on Properties. 3/30/2016 7

8 After clicking on Properties, click the Definition Tab. Make sure the Save Password box is not checked. This could cause a security problems with your spreadsheet. Then click o.k. 3/30/2016 8

9 Once you have clicked O.K., the screen will come back to the IMPORT DATA screen and click O.K. and the data will be moved into your Excel Spreadsheet Your spreadsheet is now completed and you may use it to Merge with Word to create labels, etc. 3/30/2016 9

10 If you wish to make changes to your current selections, you may Edit your Query by selecting Data > Connections. This will open Workbook Connections and you will need to click on Properties. 3/30/

11 The Connection Properties Box will open and you will need to click on the Definition Tab and then the Edit Query Tab. 3/30/

12 This will take you back to your Query Wizard to enable you to make your changes or corrections. 3/30/

13 To Save the EDIT QUERY to your TOOLBAR: /30/

14 ADDITIONAL FEATURES Refresh Data Once spreadsheet is saved, you can refresh as new data is added to files Edit Query Can edit a saved query as additional information is needed Pivot Table Can create a pivot table from queried information Use Multiple Worksheets Create multiple worksheets in excel and use Safari to pull data from different tables into each. Can use VLOOKUP function to combine data 3/30/

15 USES of SAFARI ODBC with USPS Use with USPLOAD to make mass changes to different USPS files Mass Change Sub Rate Mass Change pay account to inactive Mass Change deduction information Mass Change building/department codes Mass change BENSCN Maximum Used field at beginning of fiscal year. Mass change deduction information When MASCHG doesn t work Can be used to pull in data from the EMIS files Create budget worksheet with past information for next years proposed contract amounts. Creating Labels from the USPS system Create birthday listing for buildings Create a load file for use with NEWCNT Use BUILD option in NEWCNT Pull data into Excel Delete records in NEWCNT Make changes Load Excel in NEWCNT 3/30/

16 USES of SAFARI with EIS-INVENTORY If an inventory item has been reported stolen, the serial number is known but not the tag number. The item can be found on the inventory files by the serial number: Log into EIS Select ITEMS Choose INVENTORY_TAG, SERIAL_NO, any further information you may need. Filter by SERIAL_NO, then begins with (if known) or greater than 0 (or space if you only want all) Serial Numbers sent. Also you can: Create Location Worksheets List of Acquisitions/Dispositions as of specific date Pull your Pending File 3/30/

17 USES of SAFARI with EMIS List of current employees = Y-EMIS POSITIONS SSN = EMP_ID NAME JOB_NO/JOB_DESC APPOINTMENT_TYPE JOB_REPORT_TO_EMIS (Equal to Y) Check Position FTE JOB_POSITIONS SSN = EMP_ID NAME JOB_NO/JOB_DESC POSITION_TYPE HOURS_IN_DAY POSITION_FTE (might want to filter = less than 1.0) This will show you partial FTE s for verification. 3/30/

18 USES of SAFARI with EMIS Other Options Using DEMOGRAPHICAL You can pull AUTHORIZED_EXPERIENCE_YEARS TOTAL_YEARS_OF_EXPERIENCE RACE ETHNICITY MULTILINGUAL and many more Using POSSCN HIGH_QUALITY_PROF_DEVELOP PARAPROFESSIONAL SEPARATION_DATE EMIS_SPEC_ED_FTE and many more 3/30/

19 USES of SAFARI with USAS Creating Vendor Labels: Choose VENDORS Table Select NAME_1 NAME_2 ADDRESS_1 ADDRESS_2 CITY STATE ZIP_CODE Generate Excel Sheet and merge with Word document to create your labels. Create report of Vendors with YTD Dollar amount this is often requested for donations, etc. - Choose VENDORS Table Make selection as above and add YTD_TOTAL FYTD_TOTAL Then Filter by Dollar Amount - Greater than 3/30/

20 USES of SAFARI with USAS Keep track of your Grant monies Create a report listing your: FUND/FUND_DESCRIP FUNCTION OBJECT SCC SUBJECT OPERATIONAL_UNIT IL JOB INITIAL_BUDGET FYTD_ACTUAL_EXPENDED MTD_ACTUAL_EXPENDED CURRENT_ENCUMBERED:BUDGET_ACCT_RE FYTD_ACTUAL_EXPENDITURES When you create this report, save your query and refresh this as needed. 3/30/