Introduction to MS ® Access for SCT Banner ® Users Evaluation Code 607 Sarah Lawrence and Malinda...

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Transcript of Introduction to MS ® Access for SCT Banner ® Users Evaluation Code 607 Sarah Lawrence and Malinda...

Introduction to MS® Access for SCT Banner® Users

Evaluation Code 607

Sarah Lawrence and Malinda Richbourg University of North Carolina at Greensboro

Wednesday, March 1212:00 pm - 1:00 pm

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Session Rules of Etiquette

• Please hold all questions until the end of the session

• Please turn off your cell phone/beeper

• If you must leave the session early, please do so as discreetly as possible

• Please avoid side conversation during the session

Thank you for your cooperation!

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Introduction

• This is an introductory session that demonstrates how easy it is to retrieve data from SCT Banner® using MS Access queries.

• This session will also demonstrate how to:

• create queries

• run a select query

• make tables and

• export data from tables and query results to an Excel file.

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Topics of Discussion

• System Requirements

• Linking to SCT Banner® Object Access Views using ODBC data sources

• Creating queries and tables

• Exporting data

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System Requirements

• Access and Excel should be installed locally on each user’s computer.

• Access uses ODBC (Open Database Connectivity) drivers to connect to SCT Banner® Object Access Views databases.

• Users install ODBC drivers locally via a network application.

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Connecting to SCT Banner®

SCT

Banner®

Database

Access

Query

Access

Results

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How do you link the ODBC Drivers to SCT Banner® Object Access Views?

• “File”

• “Get External Data”

• “Link Tables”

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Locating the ODBC Database

• Change “Files of type” to ODBC Database

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Data Source Name

• Select “Machine Data Source” tab

• Select the appropriate “Data Source Name”

• Click OK

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Login Screens

• Enter your username and password if prompted

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SCT Banner® Object Access Views

• Select the view(s) containing the appropriate data

• Click OK

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Unique Keys

• If necessary identify the unique keys

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Table Object List

• The selected views appear in Access under the “Table Object” list as a linked table.

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Queries

• Setting up the Query

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Which Query To Choose?Select Query???

Advantages• Real-Time data

• Data can be exported

Disadvantages• Retrieving data from multiple tables/views

are slower

• Query results are not updateable

• Query must be run each time data are needed

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Advantages• Retrieving data from multiple tables/views

are faster

• Data and data fields can be manipulated

• Data are frozen

• Data can be exported

Disadvantages• Must rerun the query for real-time data

Which Query To Choose?Make-Table Query???

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Walking through the steps using MS Access

• Handouts are available with step by step instructions.

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Questions ????

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Sarah Lawrence

Sarah_Lawrence@uncg.edu

Please fill out the Evaluation Form

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Thank You!

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purposes only and may be trademarks of their respective owners.

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