Knowledge Base | Connecting to Planning Application

To connect to the planning application, run SaveToDB, Wizards, Data Connection Wizard:

Run SaveToDB, Wizards, Data Connection Wizard

Select Microsoft OLE DB Provider for SQL Server and click Next:

Select Microsoft OLE DB Provider for SQL Server

Fill in the server name, your username, and password, and select a database. Click Next.

Fill-in the server name, your username and password, and select a database

Select xls23.view_query_list_form in the Query List and leave all check-boxes checked. Click Finish.

Select xls23.view_query_list_form in the Query List

You can select parameter values here or click OK immediately.

Select parameter values

You will see a dialog box to choose a cell to insert a table.

A dialog box to choose a cell to insert a table

Select cell B3 in the worksheet:

Select cell B3 in the worksheet

When you insert a table into cell B3, you have the following benefits:

  1. You can use row 1 to place formulas and comments.
  2. You can use row 2 to filter rows using auto-filters. Just type filter values like >10000 or *CC11*.
    Delete the cell value to clear the auto-filter.
  3. You have an empty column A. The table looks better.

The wizard inserts a table (with empty data columns if you do not specify the parameter values).

An initial form with empty parameters

Increase the window width to see the entire ribbon:

Complete SaveToDB ribbon

You see parameter names used in a database if you do not turn on the translation.

To turn on the translation, open SaveToDB Options and select the desired language:

Open SaveToDB Options and select the desired language

Click OK. Then click Reload, Reload Data and Configuration.

You will see the translated parameter names:

SaveToDB ribbon with translated parameters

Select parameter values and voilá!

Planning application Excel form

You can edit highlighted cells.

You can paste formulas into form cells. However, the application replaces them with values while reloading data.

Place your formulas under the table. In this case, you can copy and paste values if the source data changed.

You can use Undo (Ctrl-Z) to undo changes.

Use Reload to reload data with newly calculated aggregates.

You can select new parameter values using the ribbon.

You can change forms using the Active Query drop-down list.

Use Reload Query List to reload the list and get new forms configured in a database.

You can copy worksheets. Just copy the worksheet and click Reload, Reload Data and Configuration.

Use Reload, Reload All Workbook Tables to reload all tables at once.

Sometimes, you can see incorrect column orders because Excel adds new columns at the end.

Just select an empty value in any parameter to clear columns and then select the desired value again.

You can change the default table formatting. Use regular and conditional formatting Excel features.

You can restore the default formatting from a database using Wizards, Table Format Wizard.

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