MS Office and iSeries Access Integration Session 3, More Functions ...

MS Office and iSeries Access Integration Session 3, More Functions

Berbee Frank Thomas 4092 Holland Sylvania Road Suite C Toledo, OH 43623 [email protected] (419) 824824-9626

ID# 407115

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Agenda Creating an Excel Spread Sheet with iSeries Access for the Web Publisher – Catalog Merge Runrmtcmd Access -Import and link Files from the AS/400 Importing Files via Import Importing Files via File Transfer Building a portable Database using imported 400 Files Building extension files to use with linked 400 files

Cool Access tools to use with AS/400 Files A definitive method for creating AS/400 files from PC data. Web enabling MS Office

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Creating an Excel Spread Sheet with iSeries Access for the Web


New Cool

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Database Tab

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Run SQL

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Start SQL Wizard

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Select Table

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Pick Columns

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Add Condition

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Pick a field

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Pick Operator

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Prompt power

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Use List

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Define Conditions

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More options

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Finish Prompt

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Completed condition

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Sort

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Run Preview

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Output

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Output as HTML

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Output as Excel

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Other Options

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Save

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Shortcut

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Users request

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Catalog with Publisher(2003)

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Start Publisher

Click on blank print publication

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Start Merge Click on tools, Mail and Catalog Merge, mail and catalog merge wizard.

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Select Catalog/get data.

Since 2003 is a beta, I downloaded the, file to excel and then linked to excel. Select catalog merge click next, click select a different list and pick your DSN and data, just like other XP mail merge. Check out your data. Click OK, then next on the wizard.

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Create catalog layout Click on arrow next to the field to insert. Select if picture or if text. Then size in the catalog area. Repeat for each field. Click next on the wizard.

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View output

If your output is Ok click next to merge, click previous if you need to make any changes.

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Complete the merge

Merge to a new document – Presto… Presto…

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Calling a PC Program from the iSeries

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Go to the control panel, then administrative tools, then click on services

Set the PC to be able to receive a call

Right click on iSeries access for windows remote command, then click on properties.

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Change remote command properties

On the general tab, use the drop down list to change startup type to automatic. Click the start button. Click OK.

On the log on tab, select allow service to interact with desktop.

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Get your IP number

1. Using the Windows "Start" menu, select StartStart>Run... 2. In the "Open" field type cmd (the Windows 2000 command prompt) and click OK. OK. 3. You should see a command prompt window open on your desktop with a flashing cursor after C:\ C:\>. 4. Type ipconfig to get your network configuration information. 5. Locate the line IP Address and write the "dotted decimal" address here: _____ . _____ . _____ . _____ 6. Start an emulation session. 7. Sign on to the iSeries with the user name and password from your worksheet. 8. From the OS/400 Main Menu, type runrmtcmd and hit F4 to prompt the command. 37

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Running the runrmtcmd 9. In the command field, enter (retaining the single quotes) 'C:\ 'C:\winnt\ winnt\system32\ system32\write.exe'. write.exe'. or ‘C:\ C:\myexcel\ myexcel\cool.xlt’ cool.xlt’ 10. In the remote location field, enter the IP Address you wrote down in step 5. Include the decimal points between the digits. Your IP Address should look something like 10.10.10.50, although the numbers will be different. 11. In the "Type" field, enter *IP to use TCP/IP. 12. In the "Remote user ID" field, enter the PC user name. 13. Hit the Page Down key to see more options. 14. In the "Remote password" field, enter the PC password. The password is case sensitive! 15. Hit the Enter key to run the remote command. The WordPad application 38should have started on your PC.

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Import the Table Open a new Database

Select Import from the New Table menu, then

Choose ODBC Database from the Files of Type dropdown.

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Import Table Use Machine Data Source.

Select your table(s)

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Imported Tables

Both the data and the design are in access. The data is available disconnected from the AS/400.

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Building a portable DB using imported 400 Files

Portable Database Use this copy of your 400 based Database for road warriors like Consultants and Market Reps. 42

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Extending an Imported Database

1. Import the File 43

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2. Create the picture file 44

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3. Link the files 45

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4. Enter the Data

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6. Create a linked query

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7. Create a form 48

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8. Create a Web Page 50

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Right click Properties 51

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Linking Files

Works just like Import but the data is never moved from the AS/400.

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Select File(s) to link

Selecting More Than 1 You can select several files at 1 time to link with by press the Ctrl key when clicking on a file.

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Linked Tables

In a linked table only the design is copied into access the data remains on the 400. So there is very little you can do without being connected to the AS/400

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Cool Access tools to use with AS/400 Files

Create Reports or Forms from Linked Files Special Access Queries

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Once you have your files linked then go to the report tab.

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Select new then choose Report Wizard

Select the fields you want to see on the report 58

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Select grouping and sorting options 59

Choose layout and style options.

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Save the report 61

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Now you have a pretty report

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You can clean up the report, however it does take a little practice. 63

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This can help you determine if you have properly “normalized” files 64

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This query will let you find duplicate records great for mailing files.

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Looking for duplicate names in the file. 68

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It found 2 records with duplicated names

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This query will help you find orphan records

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Select the files to work with

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Match up the fields 72

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Add fields to the report 73

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Now you have a list of orphaned records

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Crosstab-Query(step 1) Click on new query Select Crosstab Query Wizard Select the file you want to work with Note you may need to pull data from a query instead of a table since crosstab will not let you select data

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Crosstab-Query

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Select your row(s)

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Crosstab-Query

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Select your Columns

Automatic grouping of dates is a very powerful and useful feature 77

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Crosstab-Query

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Enter the field and function that you want to perform on that field.

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Crosstab-Query

(step 5)

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iSeries files from PC data. 1. 2. 3.

File transfer wizard Access iAW

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File Transfer Wizard 1. Save as “Excel 5.0/95”

2. Start Transfer TO AS/400

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File Transfer Wizard Transfer Wizard

3. Activate the Transfer wizard and pick the PC file.

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File Transfer Wizard

4. Scan builds a FDF from the PC file. 83

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5. Scroll to check the fields; Press details to fix 84

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6. Specify 400 Information click next to transfer data. 85

Access

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1. Open a text file in Excel

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2. Answer the question in the wizard

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3. Cleanup the Columns and check the end of the file

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4. Save as - in Excel format 5. Open a New Database in Access 91

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6. Get External Data - retrieve Excel File.

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7. Go through wizard

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8. Cleanup any errors in Excel an repeat precious step. 9. Assign field types to file using design. (Non-Calculatable Numbers = Text, Decimal Numbers = Dbl, Non-decimal Numbers = Integer) 10. Save As/Export 95

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Pick ODBC Database 97

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It’s easier if you built your data source in advance.

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The file is on the AS/400

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The Properties wont be what you want so ... 102

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11. Create a DDS spec and use CHGPF to re-map the fields getting rid of variable length fields.

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iSeries Access for Web

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Create Table

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Done already?

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Method

Transfer To iSeries Summary PC Notes

AS/400 Notes

Data Transfer from Easiest method on AS/400 use .FDF to PC will work with older versions of CA. Data Transfer File to AS/400.

Must build DDS before transfer so that fields end up in the right place. A RPG program to “parse” parse” decimal fields is required.

File transfer Wizard.

Wizard must be run against a compatible file type(i.e. Excel 95)

No DDS is required, however, a RPG program to “parse” parse” decimal fields is required.

ODBC via Access

More steps and more user intervention, however, it is easier to cleanup bad data.

DDS only required at the end to change file type, no “parse” parse” program required.

iSeries Access for Web

Too easy… easy…

Too Easy… Easy…

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Using Other Databases One of the best features of ODBC is that what works with one DB works with another ODBC compliant DB. You can set up data sources for

SQL Server 7 Oracle FoxPro And more… more…

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Using MS-Office with iSeries Data to create Web Content


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Creating an Interactive Web Pivot Table

Save as a web page 110

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Add Interactivity “Select:Sheet” and “Add interactivity” then press “Publish”

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Publish Pivot Table Choose Pivot Table and press Publish

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IE

Internet Explorer gives you a linked Pivot Table.

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Data Transfer

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Access web wizard (access 97)

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Access web wizard Choose what you want on the web site.

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Select the basic format

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Static or dynamic Static or dynamic. Dynamic requires that you setup a MS web server on an NT machine.

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Create a home page

Completing the wizard

Save your defaults 119

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Display your data

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Save for Web Access 2000 and XP

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Export ASP

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Create a Dynamic Access Page

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Dynamic Access Page

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PowerPoint

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Save as turns your PowerPoint presentation into a web presentation

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PowerPoint

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You can use PowerPoint to deliver a presentation over a network.

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Using office to document iSeries DB

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Visio DB Models

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Reverse Engineer

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Connect to 400

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Build chart CONTACTB PK,FK3 PK

CONTACTC PK,FK3 PK

ACCOUNT# CONTACT_SEQ CONTACT_NAME CONTACT_TITLE CONTACT_PHONE CONTACT_FAX CONTACT_ALT_PHONE1 CONTACT_ALT_PHONE1_TYPE CONTACT_ALT_PHONE2 CONTACT_ALT_PHONE2_TYPE EMAIL_ADDRESS COMMENTS CONTACT_TYPE PRIMARY_CONTACT

FK1 FK2

ACCOUNT# CONTACT_SEQ CONTACT_NAME CONTACT_TITLE CONTACT_PHONE CONTACT_FAX CONTACT_ALT_PHONE1 CONTACT_ALT_PHONE1_TYPE CONTACT_ALT_PHONE2 CONTACT_ALT_PHONE2_TYPE EMAIL_ADDRESS COMMENTS CONTACT_TYPE PRIMARAY_CONTACT

FK1 FK2

CUSTBILL PK

BILLTO# CUSTOMER_NAME SHORT_NAME ADDRESS_1 ADDRESS_2 CITY STATE ZIP BILL_PHONE# BILL_COMMENTS HOME_ACCUM_CODE

CONTACT CUSTCHAN PK

PK

FK1 FK2

CUSTPICK PK

PICKUP_LOCATION_NO

ITEM_TYPE_DESCRIPTION FK3 FK5 CFCONTER

FK1

CONTACT_NAME CONTACT_TITLE CONTACT_PHONE CONTACT_FAX CONTACT_ALT_PHONE1 CONTACT_ALT_PHONE1_TYPE CONTACT_ALT_PHONE2 CONTACT_ALT_PHONE2_TYPE EMAIL_ADDRESS COMMENTS CONTACT_TYPE PRIMARY_CONTACT

PHONE_TYPE_DESC

CFCNTTP ITEM_TYPE

PK

ACCOUNT# CONTACT_SEQ

PHONE_TYPE

CUSTOMER_NAME SHORT_NAME ADDRESS_1 ADDRESS_2 CITY STATE ZIP CHAIN_PHONE# CHAIN_COMMENTS

PK

PK,FK3 PK

CFPHONET

CHAIN#

INVENTORY_ITEM_NUMBER

FK1,FK4

PURCHASE_DATE FISCAL_YEAR_PURCHASED MANUFACTURER ITEM_DESCRIPTION SHORT_DESCRIPTION ITEM_TYPE PO_NUMBER PRICE_EACH QTY_PURCHASED TOTAL_VALUE

FK1 FK6 FK7 FK2

PICKUP_NAME SHORT_NAME SALES_REP# TERRITORY PU_ADDRESS1 PU_ADDRESS2 PU_CITY PU_STATE PU_ZIP PU_COUNTY BILLTO# CHAIN# PU_PHONE# PU_STATUS DIRECTIONS

CFCSTUS PK

PU_STATUS STATUS_DESCRIPTION

CFSALES PK

SALESREP# SALESREP_NAME

CFTRTY PK

TERRITORY TERRITORY_DESC

CFSTATE CUSTITEM PK,FK2 PK

PICKUP_LOCATION_NO ACCT_SEQ

FK1

INVENTORY_ITEM_NUMBER DATE_PLACED SERIAL_NO

PK

STATE_CODE CFCNTY STATE_NAME PK,FK1 PK

STATE_CODE COUNTY_NUMBER COUNTY_CODE COUNTY_NAME

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Table Pos Column TABLE_NAME Total CFCNTTP 1 ITEM_TYPE CFCNTTP 2 ITEM_TYPE_DESCRIPTION CFCNTTP Total CFCNTY 1 STATE_CODE CFCNTY 2 COUNTY_NUMBER CFCNTY 3 COUNTY_CODE CFCNTY 4 COUNTY_NAME CFCNTY Total CFCOMNT 1 COMMENT_CODE CFCOMNT 2 COMMENT CFCOMNT Total CFCONTER 1 INVENTORY_ITEM_NUMBER CFCONTER 2 PURCHASE_DATE CFCONTER 3 FISCAL_YEAR_PURCHASED CFCONTER 4 MANUFACTURER CFCONTER 5 ITEM_DESCRIPTION CFCONTER 6 SHORT_DESCRIPTION CFCONTER 7 ITEM_TYPE CFCONTER 8 PO_NUMBER CFCONTER 9 PRICE_EACH CFCONTER 10 QTY_PURCHASED CFCONTER 11 TOTAL_VALUE CFCONTER Total CFCSTUS 1 PU_STATUS CFCSTUS 2 STATUS_DESCRIPTION CFCSTUS Total CFDRIVER 1 DRIVER_CODE CFDRIVER 2 DRIVER_NAME CFDRIVER 3 DRIVER_STATUS CFDRIVER 4 REPORT_SECTION CFDRIVER 5 DRIVER_INITIALS CFDRIVER 6 DRIVERS_SORT_NAME CFDRIVER 7 LEADMAN CFDRIVER 8 DRIVERS_LIC_NUM CFDRIVER 9 CELL_PHONE_NUMBER CFDRIVER Total CFITEM 1 ITEM_NUMBER CFITEM 2 ITEM_NUMBER_DESCR CFITEM 3 ITEM_UOFM CFITEM Total CFIUOFM 1 UNIT_OF_MEASURE CFIUOFM 2 UOFM_DESCRIPTION

Using Excel with “SYSCOLUMNS” Short

Type

ITEMTP ITEMTD

CHAR CHAR

STATE COUNTY# COUNTYC COUNTYN

CHAR NUMERIC CHAR CHAR

COMCDE COMENT

CHAR CHAR

ITEM# PDATE FYEAR MFG ITEMD ITEMS ITMTYP PONUM PRICE QTY TPRICE

SMALLINT DATE DECIMAL CHAR CHAR CHAR CHAR CHAR DECIMAL SMALLINT DECIMAL

PUSTS PUSTSD

CHAR CHAR

DRVCOD DRVNAM DSTATS RPTSEC DRVINT DRVSORT LEADM DRVLIC DCELL

CHAR CHAR CHAR CHAR CHAR CHAR CHAR CHAR CHAR

ITEMNO ITMDSC IUOFM

DECIMAL CHAR CHAR

UOFM UOFMDS

CHAR CHAR

Ln 0 2 30 32 2 3 3 20 28 2 37 39 2 4 4 20 50 10 2 20 9 2 11 134 2 20 22 3 30 1 2 3 5 1 15 10 70 5 30 2 37 2 30

Num Dec Null Default

Text 0

N N

''

Item Type Code (CF) Item type Description 0

3

N 0N N N

State County_Number County_Code County_Name 0

N N

'' ''

Comment Code1 Comment

0 NULL 0 NULL NULL '' '' NULL

Item Number Date Purchased Fiscal_Year Purchased Manufacturier Item Description Item Description Item Type Code (CF) Purchase Order Number Price Quantity Total Price

0 4 4

9 4 11

0N Y 0N Y Y N N Y 2N 0N 2N

0 0

0 N N

PU Status PU Status Description 0

N N N N N N N Y Y

'N' NULL NULL

Driver Driver's Name Driver Status Report Section Drivers Initials Drivers Sort Leadman Drivers_Lic_Num Drivers_Cell_Phone

'' 'CW'

Item Number Item Number Description Unit of Measure

''

Unit of Measure Unit Of Measure Description

'' 'A' '01'

0 5

0N N N

0 N N

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Crystal Reports

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Crystal Start

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Connect

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Connect

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Pick files

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Link Files

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Design Report

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Grouping

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Start Adding Fields

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Formula

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Add more fields

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Preview

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Add Selection Parameter

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Still More Fields

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Add Selection

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Preview

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Thank You Go Do Enjoy

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