[QODBC-Desktop] How to create sp_reports using Microsoft Excel 2007
Posted by Juliet (QODBC Support) on 25 July 2011 06:05 AM
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How to create sp_reports using Microsoft Excel 2007InstructionsTo extract sp_reports from QuickBooks into Microsoft Excel Spreadsheet, you should use Microsoft Query to accomplish that.
How to extract sp_reports using Microsoft Excel 2007Open Microsoft Query in Excel Note: Make sure you have installed Microsoft Query Add-on first. To know how to install Microsoft Query, please refer to Microsoft Office with MS Query and QODBC Open Microsoft Excel 2007, get external data from Microsoft Query via Data Menu -> Get External Data -> From Other Sources -> From Microsoft Query as below:
Create a New Microsoft Query in Excel Select the specified DSN you want to use to connect to QuickBooks file. Note: Uncheck option "Use Query Wizard to Created/edit Queries" since we do not need to import any QuickBooks tables here. Close the "Add Tables" window by clicking the "Close" button. Press "SQL" button to input your own sp_report query as below, here we take a CustomerBalanceDetail report as an example: Press Execute button to get results in Microsoft Query:
Return Records to Excel Spreadsheet To return records to Excel Spreadsheet, select Menu File -> Return Data to Microsoft Office Excel. | |
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Thanks
Jose
Yes, You can Use Prompted Date Ranges in MS Excel with sp_reports.
Please refer:
https://support.flexquarters.com/esupport/index.php?/Knowledgebase/Article/View/2991
In QODBC, You can remove subtotals and blank lines in sp_report by adding below condition.
where RowType='DataRow'
For example:
sp_report UnpaidBillsDetail show Text, Blank, TxnType, Date, RefNumber, DueDate, Aging, OpenBalance parameters DateMacro = 'Today' where RowType='DataRow'
sp_report ARAgingDetail show Text, Blank, TxnType, Date, RefNumber, PONumber, Name, Terms, DueDate, Aging, OpenBalance parameters DateMacro = 'Today', AgingAsOf = 'Today' where RowType='DataRow'