Why do we use Excel for SQL Business Intelligence? Well, our quest started over a decade ago for the same reason you need to use Excel now… because that’s what the users want! I’m not kidding, I was just solving a need.
I’ve been everything from a programmer to CIO/CTO, and frankly would go nuts when I had to push Business Objects, Crystal reports and other tools down the throats of users. All I heard from my SQL guys was that it was impossible to use Excel, but they could do a CSV dump to get the users out of their hair. Ahhhhh!
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I also hated… I mean I hated, walking into the CxO’s office with a user to review some sales or accounting information and our results were different. Chances are, they had a CSV dump that was stale… or worst, manually updated (because you know, the info was wrong and that was easy). And guess what… IT was guilty until proven innocent! Again… Ahhhhh!
Using Excel for SQL Business Intelligence, we solved the problem completely. A tool users wanted to use, results that stayed in sync and we could be partners instead of adversaries! We don’t pretend that Excel is the most powerful or “best” SQL Business Intelligence tool available. That’s not the point. We just know the end result is in Excel, and we can show IT teams how do to it without doing CSV data dumps!
Here we present a series on how to access SQL straight from Excel, step by step. We will eventually get into some tricks and tips on automating much of the process with some simple Macros / VBA. Most of the code we’ll show can start with some simple recordings, and then be expanded.
At 3Deers.com, LLC we specialize in helping companies put information in the hands of their users and decisions makers. We stress quality and taking the extra step to take a report from a quick and dirty inquiry to useful information. Whether you are looking to empower a team in accounting, sales or operations, you’ve come to the right place.
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Let’s get started with How to Connect SQL to Excel!