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I want to filter the account transactions excel report; however, I do not have an option to set filters or parameters.
Thank you!
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Rose,
There are a couple of different ways this can be accomplished. You can do the filtering directly in excel. You can alter the SQL connection string within excel adding a where clause to the string. Or you can create a dynamic query that feeds values from excel into the where clause. The third option is my favorite but also the most complicated to set up the first time you make one.
Regards,
Kirk
Hi Kirk,
Are you talking about the command text in the excel file (Data/Connections/ Properties/Definition)? If so, the command text window in SQL is not detailing the parameters that the report is pulling so I can modify it. Sorry, I am a bit of a novice at this.
Thank you so much for your quick response to my initial question - I really do appreciate it.
Rose
Hi Rose,
That is the correct window. I don't have any excel reports with connections handy but it should be the second section you can enter text on the window and will begin with select.
Thank you! I think we need to flip some sort of security switch because it is only showing the name of the report. Thanks again for confirming.
What it the middle box on that window set to? It could be calling a stored procedure rather than a SQL view.
The "Command Type" was set on Table, but I changed it to SQL and still only getting the follow: "CO NAME"."dbo"."AccountTransactions"
After changing the type to SQL can you try this statement? "select * from "CO NAME"."dbo"."AccountTransactions""
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