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ODBC Seminar |
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This two day seminar teaches you the many possible ways to access data from Collection-Master
using Business Rules ODBC with the following applications: Microsoft Access, Microsoft Excel, and Crystal Reports.
See how Microsoft Access can be a powerful tool for presenting and reporting data.
Use MS Excel as an ODBC compliant application to directly link to CLS
data for easy reporting. Discover why Crystal Reports is the
premier tool on the market for creating informative and decisive tools
for the manager.
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Introduction |
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What is ODBC? |
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Who developed it? |
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Installation |
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Exploring the ODBC Help Manual |
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CLS FTP site |
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Accessing the FTP site |
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Installing CLS_ODBC_setup.exe |
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Setup |
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Verify installation from “Data Sources (ODBC)” |
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Set up data source(s) |
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Setting up multiple bank accounts with BR.INI |
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Connecting to Collection-Master from Excel |
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Creating a simple query |
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Create a report using advanced Excel features
Auto Filter feature
Sum feature |
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Retrieving Collection-Master data through a Pivot Table |
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Pros and cons of Microsoft Excel |
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Connecting to Collection-Master with Access linking and importing
Benefits of linking tables
Benefits of importing tables
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Creating a simple “View” or query in Access
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Creating a table that uses a "Join" feature
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Creating a query that prompts the user to input a filter range
Advantage of using a filter range
Date range example
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Creating a “Union Query” to combine different bank account data |
Create an advance report that uses complex formulas
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Track User report |
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Use advanced Access feature with Make-Table Query functionality |
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Discuss the pros and cons of Microsoft Access |
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Connecting to Collection-Master
Directly connect with OLE DB(ADO)
Indirectly connect with Access and/or Excel
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Create a simple report using a Crystal Reports Wizard
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Demonstrate joining two tables
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Use the Track User Access query to create a stunning Crystal Report
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Explore how Crystal Reports can also handle formulas |
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Review and Questions |
If time permits, group workshop in creating reports
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