Configuring the ODBC Connection

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Click the Start button. Double Click “Control Panel”

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Double Click on “Administrative Tools”

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Double Click on Data Sources (ODBC)

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Click Add

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Select SQL Server at the bottom of the list and click Finish

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Type in the Name and Select the Server, then click Next

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Select the “With SQL Server authentication” and click on “Connect to SQL Server to obtain…”

Enter the Login ID and Password

Click Next

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If you get an error, there is a network connectivity problem. If you get this screen, you are probably good.

Click Next

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Click Finish

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Click Test Data Source. If you don’t get a successful test, then there is probably a firewall or other permission problem on the server. Email jimmy@savagelearning.com or talk to Gabriel.

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Click Ok. Click Ok again on the next screen.

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Great Success!

Open Excel

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From the Data menu, select “Import external data”, then select “New database query”

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Select machete from the dialog

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Enter the Login ID and Password

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Select the “2011_united_way_demographics” table

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Note: If you click Options and change the options to only show objects owned by “db_datareader”, the list will not be full of things you don’t care about. (see above)

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The data is already filtered, so you don’t need to do anything here. Click next.

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Select a column to sort by. The example uses the card number of the worker

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Select “return data to Microsoft Excel” and click finish

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Identify where to import the data.

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Great Success!

Last edited Sep 7, 2011 at 8:37 PM by JCii, version 2

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