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Datafile RTD Excel Add-In |
Article Number: 2130 | Rating: 3/5 from 7 votes | Last Updated: Wed, Jun 14, 2023 at 2:24 PM
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Datafile Software Solutions The Datafile RTD Excel Addition allows Microsoft Excel to access the mirrored SQL data for the Datafile system at the click of a mouse, so you don’t have to copy and paste, re-key or work out formulas from scratch. Any cell in an Excel worksheet can obtain information from any of the mirrored Datafile tables using the Datafile Formulae builder and security can be set in Microsoft SQL Server to ensure users only have access to their relevant tables and data items. Note
The Datafile Excel RTD requires Microsoft SQL Server. To provide real time access to tables and data items from MSSQL the Datafile SQL driver must be installed prior. InstallationTo install the Add-In Windows 7, Windows 8 and Windows Vista users may need to run Datafile with Administrator Rights – right click on the Datafile icon and select ‘Run as Administrator’ – if prompted for a password discuss with your network administrator. Once running sign on as the SYSTEM (or if Premier any user with Installer rights) and select the Install pull-down menu on the main toolbar and select Microsoft Office. ![]() Before installing select Excel Parameters to enter the linking details to the Microsoft SQL Server.
Server Name – enter the name of the server that Microsoft SQL Server resides. Database Name – enter the name of the SQL Database to link to that contains the mirrored Datafile SQL tables. Click OK to update and then select Install Excel Add-Ins button to add the Excel add-in. Note that you will need to repeat this process for each terminal that you wish to use this facility on. Creating a WorksheetOnce the Add-In has been installed an additional tab Datafile RTD will have been added to the ribbon within MS Excel.
Show (Hide) Interface – this option toggles on/off the Datafile panel that allows options to log on to the Microsoft SQL In order to access Datafile tables and fields then you need to login to your Microsoft SQL Database. Enter the requested username and password – remember this is the SQL login detail and not your Datafile login - these credentials would normally be available from your system manager. Other options on the Ribbon include: Refresh Data – selecting this option manually refreshes the data in any Datafile formulae in the worksheet. Edit Cell – when highlighting a cell containing a Datafile formula this transfers the formula into the Datafile panel for editing. Clear Cell – when highlighting a cell containing a Datafile formula this blanks out the cell and the Datafile panel. There are two additional options on the Datafile panel – Insert Data Item and Insert Calculation. Insert Data Item
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