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Connecting to ACT! from Excel using the OleDB Provider - Step by Step

Copper Contributor
Posts: 61
Country: USA

Connecting to ACT! from Excel using the OleDB Provider - Step by Step

[ Edited ]

Published 31 May 07 07:11 PM

One gem in the ACT! feature list that I use all the time is the OleDB provider.  This allows you to connect to ACT! data from applications like Excel.  And the best part is that it comes as part ad parcel of ACT!

Here is a simple walkthrough on how to connect to ACT! data from ACT!.

Open Microsoft Excel...In Excel, perform the following steps...

Step 1: Choose Data...Import External data...Import Data

Step 2: Create a new source

Step 3: Choose "Other/Advanced" for kind of data source

Step 4: Choose the ACT! OLEDB Provider

Step 5: Choose your ACT! database and user name password.  Test the connection

Step 6: Choose to connect to database, but "un-check" the specific table (this way you are promoted for which table you want to import each time)

 

Step 7: Save the connection file

(Note that now you have a saved connection, you can use this in any future Excel spreadsheet. That is you only have to do the steps above once)

Step 8: Open the Data Source

Step 9: Choose the table you want to link

Now that you have the data in Excel, you can have a lot of fun with summaries / pivot tables and charts.

I have included an Excel example below showing what could be done...





Message Edited by Pierre on 01-29-2008 08:03 PM
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Tuned Listener
Posts: 1
Country: United States

Re: Connecting to ACT! from Excel using the OleDB Provider - Step by Step

I followed your steps and it worked wonderfully until I saved the Excel file and then reopened and tried to refresh. When I try to refresh the data I get the message that says "Microsoft Excel has encountered a problem and needs to close." I followed your steps twice (two different databases) and it is happening from both. Any ideas?
Thanks.