You can create a connection between Excel and Momentus Enterprise and build custom Excel spreadsheets based on Enterprise data. This creates a real-time connection so every time you run the Excel report, the latest data is pulled from Enterprise.
1. Add a new Excel document to a folder. Microsoft Excel opens.
2. Select the Data tab.
3. Click the Get Data button.
4. Select From Other Sources.
5. Select From Microsoft Query. The Choose Data Source screen opens.
6. Select New Data Source.
7. Click OK. The Create New Data Source screen opens.
8. Enter a name for the data source.
9. Select SQL Server from the Select a driver for the type of database you want to access drop-down.
10. Click the Connect button. The SQL Server Login screen opens.
11. Enter the server name into the Server drop-down.
12. Uncheck the Use Trusted Connection check box.
13. Enter your Enterprise Login ID and Password.
14. Click the Options button.
15. Select the database to connect to from the Database drop-down.
16. Click OK. When Excel has successfully connected to the database, you return to the Create New Data Source screen and see the database name next to Step 3.
17. Leave the Select a default value table for your data source drop-down blank.
18. Click OK. The new data source is listed in the Choose Data Source screen. With the new data source highlighted, click OK to begin creating the Excel report.
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