Getting Started with SaveToDB Add-In for Microsoft Excel

Getting Started with SaveToDB Add-In for Microsoft Excel

Getting Started

Welcome to SaveToDB, a Microsoft Excel add-in for working with databases, the web, and text files.

SaveToDB allows loading data into Microsoft Excel from different data sources and saving the data changes back to data sources.

SaveToDB supports the following database platforms:

  • Microsoft Azure SQL Database
  • Microsoft SQL Server
  • Microsoft SQL Server Compact
  • Oracle Database
  • IBM DB2
  • MySQL and MariaDB
  • NuoDB
  • PostgreSQL
  • SQLite

SaveToDB allows loading data from text files, web pages and web services including OData web services and saving data changes to OData web services.

SaveToDB supports the following web and text data formats:

  • XML
  • JSON
  • HTML
  • CSV

The SaveToDB add-in can be used right after install. Just run the Data Connection Wizard and connect to the desired data source.

You may change stored procedure and web query parameters, customize SELECT and WHERE field sets, and even save data changes to database tables and OData web services without any coding!

However, the real power of the add-in is uncovered when the user interface is customized on the server-side.

In facts, Microsoft Excel can be used as a feature-rich desktop client of database applications.

Microsoft Excel can be used as a primary or secondary client that delivers new opportunities to end users and can help companies to reduce the total cost of ownership.

The Microsoft Excel applications can be used

  • for working with data inside companies,
  • for sharing data with corporate partners, vendors, and customers (B2B),
  • for delivering data to consumers (B2C).

It is important that the end users can add and integrate different data sources themselves and can use all the power of Microsoft Excel: formulas, formats, views, charts and so on.

 

The best news is that Microsoft Excel coding is not required at all!

The SaveToDB add-in loads its configuration from a database. Even Microsoft Excel events are handled by stored procedures, SQL codes or web queries.

This approach allows database developers to create amazing client applications using database development skills only.

 

SaveToDB Framework allows developers to add an application infrastructure into a database in a couple of minutes.

Then generate the SaveToDB configuration workbook and edit the configuration tables using Microsoft Excel.

 

It is important that projects can be carried out step by step. The first application can be implemented very quickly with great results.

Moreover, new features can be added to a database as required. The SaveToDB add-in reloads new configuration, and end users have the new features in their workbooks.

 

You may start learning about SaveToDB on the following topics:

Main Ideas

Feature Overview

Data connection features:

  • Connecting to database tables, views, and stored procedures.
  • Connecting to Microsoft SQL Server, Microsoft Azure SQL Database, Microsoft SQL Server Compact, Oracle Database, IBM DB2, MySQL, MariaDB, NuoDB, PostgreSQL, and SQLite.
  • Connecting to web pages and web services, including OData web services, with full support for HTML, XML, JSON and CSV data formats.
  • Connecting to web pages and web services using authorization methods: Windows, Basic, Forms, OAuth 1.0, and OAuth 2.0.
  • Connecting to web pages and web services using authorization providers: Google, Facebook, LinkedIn, Twitter, Windows Live, Yahoo, and Yahoo API Key.
  • Connecting to text files in HTML, XML, JSON and CSV data formats.
  • Configurable database connection timeout.
  • Full support for copying and moving data tables inside or between workbooks.

Saving data changes:

  • Saving changes of data loaded from database tables back to a database without coding **.
  • Saving changes of data loaded from database views, stored procedures, or SQL codes to a base table without coding *,**.
  • Saving changes of data loaded from database views, stored procedures, or SQL codes to a database using custom INSERT, UPDATE and DELETE SQL codes *,**.
  • Saving changes of data loaded from database views, stored procedures, or SQL codes to a database using custom INSERT, UPDATE and DELETE procedures *,**.
  • Saving changes of data loaded from OData web services back without coding **.
  • Saving changes of data loaded from any data source on cell change events using custom stored procedures or SQL codes *,***.
  • Merging data loaded from any data source (database, the web, and text files) to a base table without coding *.
  • Merging data loaded from any data source (database, the web, and text files) to a database using custom stored procedures or SQL codes *.
  • Saving data calculated by Microsoft Excel formulas to a database *.
  • Checking the code used to save data changes from the Save menu.
  • Tracing SQL codes used to save data changes.
  • Configuring command timeout.
  • Caching Excel data changes to support closing workbooks before saving data to a database or a web service.
  • Using confirmation for reloading unsaved data, including support for native Excel refresh operations.
  • Full support of undo and redo operations (Ctrl-Z and Ctrl-Y).
  • Full support of adding, deleting, copying, and inserting table rows.
  • Full support of inserting and reordering table columns.
  • Full support of formula columns including the formula AutoComplete feature.

Query builder:

  • Changing database queries using the ribbon Query List.
  • Executing SQL codes, HTTP and text file queries using the ribbon Query List *.
  • Saving table formats of closed queries and applying saved formats when the queries are reopened.
  • Customizing SELECT fields for tables and views.
  • Changing WHERE filters of the table and view queries using the ribbon parameters.
  • Changing stored procedure parameters using ribbon parameters.
  • Customizing HTTP-query parameter sets and changing HTTP-query parameter values using the ribbon parameters.
  • Changing parameter values using the Query Parameters dialog box.
  • Populating parameter values depend on other parameter values.
  • Populating parameter values from user's history of parameter values.
  • Editing user's history of parameter values using the Parameter Values dialog box.
  • Configuring parameter value history limit.
  • Updating named cells with parameter values and backward updating parameters with changed named cells.
  • Defining Microsoft Excel formulas in views, stored procedures and SQL codes including DDE and RTD (Real-Time Data) formulas.

Wizards:

  • Connecting to databases, web pages, web services, and text files.
  • Creating database tables based on Microsoft Excel tables, and exporting Excel data to a database.
  • Merging data from any data source (databases, the web, text files) to databases tables.
  • Creating Microsoft SQL Server Compact databases.
  • Changing database connection for multiple Excel tables at once.
  • Installing SaveToDB Framework into databases on all supported platforms.
  • Generating workbooks for editing SaveToDB Framework configuration tables.
  • Saving table formats in databases and applying the formats in any workbook.

Configuring user interface using a database *:

  • Configuring the ribbon Actions menu to run context views, stored procedures, SQL codes, HTTP and text file queries, macros, and Windows Shell and CMD commands.
  • Configuring the context menu to run context views, stored procedures, SQL codes, HTTP and text file queries, macros, and Windows Shell and CMD commands.
  • Configuring the Query Parameters dialog box.
  • Configuring drill-down queries on the Double-Click event.
  • Configuring master-detail interfaces using SelectionChange event handlers.
  • Protecting Excel table values and formulas using Change event handlers.
  • Configuring query output targets: a sheet, the default web browser, data window, or an internal browser.
  • Generating HTML documents within a database, including ready-to-print official documents.
  • Configuring the ribbon Query List using database views.
  • Configuring table and view fields to customize WHERE filters via the ribbon.
  • Populating parameter values using views, stored procedures, and SQL codes.
  • Setting parameter values of the active query by call-back database queries (resetting forms, new document numbers and so on).
  • Updating named cells with query data.
  • Distributing Excel table formats of database objects from a database.
  • Translating database object names and descriptions to any language within Microsoft Excel using translation views.
  • Translating database object fields and parameters to any language within Microsoft Excel using translation views.

Useful features:

  • Saving data changes for a group of selected tables.
  • Reloading data for a group of selected tables.
  • Saving and applying named table views within Microsoft Excel.
  • Adding child windows on top or bottom, left or right side.
  • Auto-activating related child windows.
  • Auto-arranging windows.
  • Changing Microsoft Excel auto-filters using the row over the table.
  • Copying and inserting table rows.
  • Inserting dates into cells using the popup Calendar dialog box.
  • Auto-opening the last opened workbook at the Microsoft Excel startup.
  • Changing the SaveToDB tab name.

 

* Server-side configuration is required. SaveToDB Framework supports all the features.

** The free SaveToDB Express edition has a delay before saving data.

*** The SaveToDB Personal or Enterprise edition, or a trial version is required.

Trial Version Limitations

You can use SaveToDB without any registration during a 30-day trial period.

During this period, you can try all the features of the SaveToDB Enterprise edition.

When the trial period has expired, the SaveToDB add-in stops working, and you have the following options:

  1. To purchase a license and register the SaveToDB Personal or Enterprise edition.
  2. To purchase a subscription and register the SaveToDB Personal or Enterprise edition.
  3. To register the SaveToDB Express edition for free.
  4. To stop the use and remove SaveToDB from a computer.

See also