Activant FASPAC FasData Exchange
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
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
This course will NOT cover Installation of Transoft Applications Installation of FASPAC Data Dictionary Microsoft Pivot Tables Microsoft Query Microsoft Excel Microsoft Access
What is FasData Exchange (FDE)? Product providing seamless integration between : FASPAC USQL Microsoft Applications Excel, Access, SQL, Crystal Reports, Foxpro
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
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
FASPAC Universal Data Dictionary faspac.udd is the data dictionary which provides the relational description of the FASPAC data.
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
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
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
2 Identify Data Sources CP01 CP02
3 Link Data Elements
4- Apply Selection Criteria Use Selection Criteria to limit your query to One Customer One Salesman One Company, if you have more than one
5 Identify Data Fields Company Number Customer Number Customer Name Total Sales Last Year Sales Year To Date This Year
6 Extract The Data (via ODBC) FASPAC Vision Database Universal Data Dictionary Data Source Driver Microsoft Office SQL ODBC Driver Excel Access
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
Query FASPAC Data Use MS Excel to query FASPAC data Create a query of customer history
Query FASPAC Data Using Excel 1 Select Data > Get External Data > New Database Query
Query FASPAC Data Using Excel - 2 Choose faspac.udd as your data source Uncheck Use the Query Wizard to Create/edit reports
Query FASPAC Data Using Excel 3 Identify data sources
Query FASPAC Data Using Excel 4 Expand the displays to view the fields
Query FASPAC Data Using Excel 5 Identify fields for your spreadsheet You may want to stop the auto query
Query FASPAC Data Using Excel 6 Add Criteria
Query FASPAC Data Using Excel 7 Sort the records
Query FASPAC Data Using Excel 8 Save your query File > Save As Use a Meaningful name
Query FASPAC Data Using Excel 8a Select File > Return data to Excel
Query FASPAC Data Using Excel 9
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
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
Query FASPAC Data Using Access Link FASPAC Data Files Create Totals Make Selections based on Criteria
Query FASPAC Data Using Access - 1 Create new database Select Blank Access Database and click OK Give the file a name
Query FASPAC Data Using Access - 2 Click on File > Get External Data > Link Tables
Query FASPAC Data Using Access - 3 Select ODBC database
Query FASPAC Data Using Access 4 Click on Machine Data Source
Query FASPAC Data Using Access - 5 Click on Select All
Query FASPAC Data Using Access - 6 Click OK the tables will continue to link
Query FASPAC Data Using Access - 7 All of the linked tables will display
Query FASPAC Data Using Access - 8 Select Queries > New > Design View Click on OK
Query FASPAC Data Using Access - 9 Select the tables for this query
Query FASPAC Data Using Access - 10 Link tables with COMPANY_NO ; CUST_NO and INVOICE_NO
Query FASPAC Data Using Access - 11 Double click on the field name -- or Drag the field to field row
Query FASPAC Data Using Access - 12 Include ALL records from IV01 AND Only those in AR01 where the joined fields are equal
Query FASPAC Data Using Access - 13 Uncheck the box for the fields Company_NO ; Cust_No and Status
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
Query FASPAC Data Using Access - 15 Click the view button to see the results in the data sheet view
Query FASPAC Data Using Access - 16 Change field heading New name should precede the field name Invoice Total:Net_Amt
Query FASPAC Data Using Access - 17 Right Click in an empty field row and select Zoom ([Gross_AMT]-[COST_INV])/[Gross_AMT]*100
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))
Query FASPAC Data Using Access - 19 Save the query: Click on FILE Click on Save As
Query FASPAC Data Using Access - 20 Use Parameters to ask questions Enter the criteria [Customer Number]
Query FASPAC Data Using Access - 21 Export data sheet view to MS Excel or Word Select Tools > Office links > select app
Extended Performance Reports - 1 Open Access Select the database with Open an Existing File checked
Extended Performance Reports - 2 Select Reports Select the report to open, click on Preview to open the report
Extended Performance Reports - 3 16 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
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
For More Information Visit Activant on the web: http://distribution.activant.com/ 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 Email Professional Services Sales pss@activant.com