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Excel® Advanced Report Development

Timothy Zapawa

Acknowledgments xv

Introduction xvi

Part I Report Initiation and Source Data 1

Chapter 1 Taking a First Look at Excel’s Reporting Tools 3

Why Use Excel for Reports? 3

PivotTable Reports 6

PivotChart Reports 9

Spreadsheet Reports 10

Parameter Queries 13

Web Queries 14

Related Office Components 15

Microsoft MapPoint 16

Microsoft FrontPage 17

Microsoft Access 18

Chapter Review 18

Chapter 2 Getting Started with PivotTables 19

PivotTable Data Organization 19

Creating Your First PivotTable 22

Modifying the PivotTable 27

Removing a Field from a PivotTable 27

Changing the Summary Type 28

Refreshing Report Data 31

Drilling Down on Report Data 34

Basic Components and Terminology 36

PivotTable Areas 37

PivotTable Toolbar 42

PivotTable Field List 43

Terminology 45

Trying It Out in the Real World 45

Getting Down to Business 46

Reviewing What You Did 49

Chapter Review 49

Chapter 3 Understanding and Accessing Source Data 51

Characteristics of a Data Source 52

Types of Data Sources 52

Data Source Locations 53

Authenticating to a Data Source 53

Importing Text Files 53

Delimited Files 54

Fixed-Width Files 59

Creating Data Source Name Files 64

Creating a Data Source for a Text File 65

Setting the Directory 67

Defining the File Format 68

Supporting Files of Text File DSNs 72

Creating a Data Source for an SQL Database 75

Authenticating to the Database 77

Supporting Files of Database DSNs 81

Creating a Data Source for an OLAP Cube 82

Accessing the OLAP Cube 85

Supporting Files of OLAP Cube DSNs 87

Viewing the DSN File for an OLAP Cube 88

Trying It Out in the Real World 88

Getting Down to Business 89

Reviewing What You Did 93

Chapter Review 93

Chapter 4 Using the Query Wizard 93

Overview of the Query Wizard 93

Starting the Wizard 95

Selecting Objects 96

Using Table Options for Object Selection 97

Choosing Fields 99

Filtering Data 101

Using the Wizard to Filter Data 102

Applying Multiple Filters 104

Mathematical Operators 104

String Operators 105

Viewing and Changing Filter Conditions 106

Sorting Data 106

Finishing Up 107

Saving the Query 108

Viewing a Saved Query 109

Opening a Saved Query 111

Editing with Microsoft Query 112

Trying It Out in the Real World 113

Getting Down to Business 113

Reviewing What You Did 115

Chapter Review 116

Chapter 5 Getting Started with Microsoft Query 117

Introducing the Microsoft Query Program 118

Starting Microsoft Query 119

With New Reports 119

With Existing Reports 121

Understanding the Basics 122

Getting to Know the Environment 123

Customizing the Environment 131

Working in the Environment 138

Trying It Out in the Real World 141

Getting Down to Business 141

Reviewing What You Did 143

Chapter Review 143

Chapter 6 Working with SQL in Microsoft Query 145

Managing the SQL Query 145

Before You Begin 146

Working in the Select Part of an SQL Query 147

Working in the Where and Having Parts 156

Working in the Order By Part 165

Managing Table Joins 166

Before You Begin 167

Understanding Joins and Join Types 170

Executing SQL Commands 178

Managing Tables 179

Understanding How Microsoft Query Uses SQL 180

Automatic Query Modification 181

Hiding an SQL Query 182

Use Brackets instead of Single Quotes 182

Criteria Incorrectly Put into the Having Clause 184

Stored Procedures with Input Parameters 184

Inserting a Stored Procedure 184

Using Parameters 185

Accessing Multiple Databases in a Single Session 188

Multiple Databases on a Single Server 188

Multiple Databases on Different Servers 189

Trying It Out in the Real World 191

Getting Down to Business 191

Reviewing What You Did 193

Chapter Review 194

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