Activant FASPAC

FasData Exchange

This class is designed for…

FASPAC Users familiar with:FASPAC system operationsDatabase structuresData ViewsMicrosoft Excel and / orMicrosoft AccessOther ODBC data bases

Objectives

Identify FDE Hardware/Software RequirementsFASPAC ServerPC Clients

Create an FDE QueryExtract Data from the FASPAC ServerCreate Custom Reports using ExcelCreate Custom Reports using AccessReview opening and running the FASPAC Extended Sales Reports

This course will NOT cover…

Installation of Transoft ApplicationsInstallation of FASPAC Data DictionaryMicrosoft Pivot TablesMicrosoft QueryMicrosoft ExcelMicrosoft Access

What is FasData Exchange (FDE)?

Product providing seamless integration between :FASPACUSQLMicrosoft Applications

Excel, Access, SQL, Crystal Reports, Foxpro

ODBC: Open Data Base Connectivity

ODBCDriver Manager and a set of drivers that enable applications to use Structured Query Language (SQL) as a standard language to access data created and

stored in another format

123 Access FoxPro

SQL Client ODBC Driver

Network

Excel

Requirements : FasData Exchange

PC connected to a Local Area NetworkU/SQL Server with license

Installed on the FASPAC Server

U/SQL Client with licenseInstalled on a PC to access FASPAC data

FASPAC Universal Data Dictionary

FASPAC Universal Data Dictionary

faspac.udd is the data dictionary which provides the relational description of the FASPAC data.

How will FDE add value to my business ?

Single step process to access FASPAC informationFlexibility in designing spreadsheets, reports and graphs that include FASPAC informationReduce time and costs of preparing reports, graphs and spreadsheetsConform to customer information and reporting requirements

Generating a Report with FDE

1 - Determine reporting requirements2 – Identify data sources3 – Link data elements4 – Apply selection criteria5 – Identify data fields to be reported6 – Extract data (via ODBC)7 – Generate the report

1 - Determine Reporting Requirements

Entire CompanyCustomer Number and Customer NameCustomer Sales Totals by Location

Last YearYTD This YearProjected This Year

Projected VarianceCompany Sales Totals for each categoryList customers in descending order

By YTD sales

2 – Identify Data Sources

CP01

CP02

3 – Link Data Elements

4- Apply Selection Criteria

Use Selection Criteria to limit your query toOne CustomerOne SalesmanOne Company, if you have more than one

5 – Identify Data Fields

Company NumberCustomer NumberCustomer NameTotal Sales Last YearSales Year To Date This Year

6 – Extract The Data (via ODBC)

FASPAC

VisionDatabase

UniversalData

Dictionary

DataSourceDriver

MicrosoftOfficeSQL

ODBCDriver

Excel

Access

7 – Generate The Report

Customer Number and Customer NameCustomer Sales Totals

Last YearYTD This Year

Projected This YearProjected VarianceCompany Sales Total

Query FASPAC Data

Use MS Excel to query FASPAC dataCreate a query of customer history

Query FASPAC Data Using Excel – 1

Select Data > Get External Data > New Database Query

Query FASPAC Data Using Excel - 2

Choose faspac.udd as your data sourceUncheck ‘Use the Query Wizard to Create/edit reports’

Query FASPAC Data Using Excel – 3

Identify data sources

Query FASPAC Data Using Excel – 4

Expand the displays to view the fields

Query FASPAC Data Using Excel – 5

Identify fields for your spreadsheetYou may want to stop the auto query

Query FASPAC Data Using Excel – 6

Add Criteria

Query FASPAC Data Using Excel – 7

Sort the records

Query FASPAC Data Using Excel – 8Save your query – File > Save AsUse a Meaningful name

Query FASPAC Data Using Excel – 8a

Select File > Return data to Excel

Query FASPAC Data Using Excel – 9

Query FASPAC Data Using Excel – 10

To Edit a saved queryClick DataGet External DataNew Database QuerySelect the database – faspac.uddClose the add tables windowClick on ‘FILE’Click on ‘OPEN’Select the saved query

Query FASPAC Data Using Excel – review

Select your database – faspac.uddDetermine the tables to be usedSelect the fieldsAdd criteriaSort the dataSave your queryImport the data to Excel

Query FASPAC Data Using Access

Link FASPAC Data FilesCreate TotalsMake Selections based on Criteria

Query FASPAC Data Using Access - 1

Create new databaseSelect ‘Blank Access Database’ and click OKGive the file a name

Query FASPAC Data Using Access - 2

Click on ‘File > Get External Data > Link Tables’

Query FASPAC Data Using Access - 3

Select ODBC database

Query FASPAC Data Using Access – 4

Click on ‘Machine Data Source’

Query FASPAC Data Using Access - 5

Click on ‘Select All’

Query FASPAC Data Using Access - 6

Click ‘OK’ – the tables will continue to link

Query FASPAC Data Using Access - 7

All of the linked tables will display

Query FASPAC Data Using Access - 8

Select ‘Queries > New > Design View’Click on ‘OK’

Query FASPAC Data Using Access - 9

Select the tables for this query

Query FASPAC Data Using Access - 10

Link tables withCOMPANY_NO ; CUST_NO and INVOICE_NO

Query FASPAC Data Using Access - 11

Double click on the field name -- or –Drag the field to field row

Query FASPAC Data Using Access - 12

Include ALL records from IV01

AND

Only those in AR01 where the joined fields are equal

Query FASPAC Data Using Access - 13

Uncheck the box for the fields‘Company_NO ; Cust_No and Status’

Query FASPAC Data Using Access - 14

Enter criteria to limit selection –Company 10 ; customer 5 ; status Z

NOTE : Customer field is five charactersand must be preceded by spaces

Query FASPAC Data Using Access - 15

Click the view button to see the results in the data sheet view

Query FASPAC Data Using Access - 16

Change field headingNew name should precede the field name –Invoice Total:Net_Amt

Query FASPAC Data Using Access - 17

Right Click in an empty field row and select ‘Zoom’([Gross_AMT]-[COST_INV])/[Gross_AMT]*100’

Query FASPAC Data Using Access - 18

Division by 0 will result in an error

IF ([GROSS_AMT]=0,0,(([GROSS_AMT]-[COST-INV])/[GROSS_AMT]*100))

Query FASPAC Data Using Access - 19

Save the query:Click on ‘FILE’Click on “Save As’

Query FASPAC Data Using Access - 20

Use Parameters to ‘ask questions’Enter the criteria [Customer Number]

Query FASPAC Data Using Access - 21

Export data sheet view to MS Excel or WordSelect ‘Tools > Office links > select app

Extended Performance Reports - 1

Open AccessSelect the database with ‘Open an Existing File’checked

Extended Performance Reports - 2

Select ReportsSelect the report to open, click on ‘Preview’to open the report

Extended Performance Reports - 3

16 available reportsRequires FASPAC extended part history file – im13

To find out if you already have it, or how to create it, contact FASPAC Application Support

Summary

Identify FDE Hardware & Software RequirementsFASPAC ServerPC Clients

Create An FDE QueryExtract Data From The FASPAC ServerCreate Custom Reports Using MS ExcelCreate Custom Reports Using MS AccessOpening And Running the FASPAC Extended Sales Reports

For More Information…

Visit Activant on the web: http://distribution.activant.com/

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FasData Exchange Installation and Users GuideFASPAC Universal Data DictionaryFASPAC Administration Documentation

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