Activant FASPAC FasData ExchangeExcel, Access, SQL, Crystal Reports, Foxpro. ODBC: Open Data Base...
Transcript of Activant FASPAC FasData ExchangeExcel, Access, SQL, Crystal Reports, Foxpro. ODBC: Open Data Base...
This class is designed for…
FASPAC Users familiar with:FASPAC system operationsDatabase structuresData ViewsMicrosoft Excel and / orMicrosoft AccessOther ODBC data bases
Objectives
Identify FDE Hardware/Software RequirementsFASPAC ServerPC Clients
Create an FDE QueryExtract Data from the FASPAC ServerCreate Custom Reports using ExcelCreate Custom Reports using AccessReview opening and running the FASPAC Extended Sales Reports
This course will NOT cover…
Installation of Transoft ApplicationsInstallation of FASPAC Data DictionaryMicrosoft Pivot TablesMicrosoft QueryMicrosoft ExcelMicrosoft Access
What is FasData Exchange (FDE)?
Product providing seamless integration between :FASPACUSQLMicrosoft Applications
Excel, Access, SQL, Crystal Reports, Foxpro
ODBC: Open Data Base Connectivity
ODBCDriver 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
123 Access FoxPro
SQL Client ODBC Driver
Network
Excel
Requirements : FasData Exchange
PC connected to a Local Area NetworkU/SQL Server with license
Installed on the FASPAC Server
U/SQL Client with licenseInstalled 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 informationFlexibility in designing spreadsheets, reports and graphs that include FASPAC informationReduce time and costs of preparing reports, graphs and spreadsheetsConform to customer information and reporting requirements
Generating a Report with FDE
1 - Determine reporting requirements2 – Identify data sources3 – Link data elements4 – Apply selection criteria5 – Identify data fields to be reported6 – Extract data (via ODBC)7 – Generate the report
1 - Determine Reporting Requirements
Entire CompanyCustomer Number and Customer NameCustomer Sales Totals by Location
Last YearYTD This YearProjected This Year
Projected VarianceCompany Sales Totals for each categoryList customers in descending order
By YTD sales
4- Apply Selection Criteria
Use Selection Criteria to limit your query toOne CustomerOne SalesmanOne Company, if you have more than one
5 – Identify Data Fields
Company NumberCustomer NumberCustomer NameTotal Sales Last YearSales Year To Date This Year
6 – Extract The Data (via ODBC)
FASPAC
VisionDatabase
UniversalData
Dictionary
DataSourceDriver
MicrosoftOfficeSQL
ODBCDriver
Excel
Access
7 – Generate The Report
Customer Number and Customer NameCustomer Sales Totals
Last YearYTD This Year
Projected This YearProjected VarianceCompany Sales Total
Query FASPAC Data Using Excel - 2
Choose faspac.udd as your data sourceUncheck ‘Use the Query Wizard to Create/edit reports’
Query FASPAC Data Using Excel – 5
Identify fields for your spreadsheetYou may want to stop the auto query
Query FASPAC Data Using Excel – 10
To Edit a saved queryClick DataGet External DataNew Database QuerySelect the database – faspac.uddClose the add tables windowClick on ‘FILE’Click on ‘OPEN’Select the saved query
Query FASPAC Data Using Excel – review
Select your database – faspac.uddDetermine the tables to be usedSelect the fieldsAdd criteriaSort the dataSave your queryImport the data to Excel
Query FASPAC Data Using Access - 1
Create new databaseSelect ‘Blank Access Database’ and click OKGive the file a name
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 - 14
Enter criteria to limit selection –Company 10 ; customer 5 ; status Z
NOTE : Customer field is five charactersand must be preceded by spaces
Query FASPAC Data Using Access - 16
Change field headingNew 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 - 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 WordSelect ‘Tools > Office links > select app
Extended Performance Reports - 2
Select ReportsSelect the report to open, click on ‘Preview’to open the report
Extended Performance Reports - 3
16 available reportsRequires 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 RequirementsFASPAC ServerPC Clients
Create An FDE QueryExtract Data From The FASPAC ServerCreate Custom Reports Using MS ExcelCreate Custom Reports Using MS AccessOpening And Running the FASPAC Extended Sales Reports
For More Information…
Visit Activant on the web: http://distribution.activant.com/
View Educational Services course offeringsBrowse Documentation
FasData Exchange Installation and Users GuideFASPAC Universal Data DictionaryFASPAC Administration Documentation
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