DB RTD Connection Wizard

DB RTD Connection Wizard

The SaveToDB add-in includes a companion product, DB RTD.

DB RTD enables you to retrieve data from database tables and views using Excel RTD formulas, such as:

=RTD("db.rtd",,"sqlexpress","dbo.quotes","Symbol","AAPL","Close")

=RTD("db.rtd",,"sqlexpress","dbo.historical_prices","Symbol","AAPL","Date",TODAY(),"Close")

You can use DB RTD as an alternative to creating multiple pivot tables or linking table data with Excel formulas. For instance, you can load anonymous data from online systems while incorporating customer data from on-premise systems.

Additionally, users can access data in the office based on their permissions.

For more details, check the DB RTD help.

This wizard guides you through creating DB RTD formulas in five steps:

  1. Selecting a provider
  2. Connecting to a database
  3. Selecting a source object
  4. Selecting fields and aggregates
  5. Inserting a table

Once you complete these steps, you can use the generated formulas as needed.

Step 1. Selecting Provider

Choose the desired data provider as outlined in the Database Connections topic.

DB RTD Connection Wizard - Select Provider

Step 2. Connecting to Database

Connect to a database as described in the Database Connections topic.

DB RTD Connection Wizard - Connect to Database

Step 3. Selecting Source Object

Select a source table or view.

Here’s a sample screenshot:

DB RTD Connection Wizard - Select Object

Step 4. Selecting Fields and Aggregates

Choose fields for aggregated values in the leftmost column (S) and key fields in the rightmost column (W).

Here’s a sample:

DB RTD Connection Wizard - Choose Fields

Step 5. Inserting Table

Paste the table into a worksheet. In just a few seconds, you’ll see the results.

Here’s a sample table:

DB RTD Connection Wizard - Final DB RTD Table

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