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The following recipe works with Microsoft Excel
2003
To create a new query
Select in the menu (with a document
open!):
Data / Import External Data / New
Database Query...
- Select "AR System ODBC Data Source" in the "Choose
Data Source" dialog
(Microsoft Query will be used to compose the query, the following
description assumes that the opetion "Use the Query Wizard
to
create/edit queries" is selected) [OK]
- write server name (sunar01), username, password
- Query Wizard - Choose Columns
(select the fields that you want to display or that you to select
the entries to import)
For example, select columns: CaseID, Short Description, Category
from table PRMS:ProblemMgmt [NEXT]
- Query Wizard - Filter Data
(select a subset of the tickets to display
only the columns
selected before can be used for the qualification
note that
the values to match cannot be selected using the menus)
Select
the field(s) you want to filter on in the Column
to filter: list
and write the qualification(s) for that field in the Include only rows
where: box,
for example,
Category equals Remedy Support [NEXT]
- Query Wizard - Sort Order
(left empty for this example) [NEXT]
- Query Wizard - Finish
Save... "remedy support.dqy" [SAVE]
Return Data to Microsoft Office Excel [FINISH]
Back in EXCEL, select where to put the retrieved data
To execute a saved query
Select in the menu (with a document open!):
Data / Import External Data / Import Data...
The query saved before will appear in the list of available
data sources
Notes:
- don't include all the columns! That might result
in Microsoft Query error:
"Expected lexical element not found: FROM"
- be careful to avoid an unqualified search. If no filter
is
used, severl thousands of tickets will be retrieved.
- the names of some fields are different that the ones that
appear in
the User Tool (v.g. Short Description here corresponds to the
Summary
in the User Tool), and a lot of fields which are normally hidden
can
be selected (just ignore them)
- if you want to filter data using a time criteria, write the
date in YYYY-MM-DD format
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