Importing data into Microsoft Excel
Microsoft Excel has built-in OLE DB support. This makes importing data using the UNICOM Intelligence Data Model easier than in earlier versions of Excel.
1 From the Excel menus choose Data > Get External Data > From Other Sources > From Data Connection Wizard
This opens the Data Connection Wizard.
2 From the list of data source types, select Other/Advanced and click Next.
This opens the Provider tab in the Data Link Properties dialog.
3 From the list of OLE DB providers, select UNICOM Intelligence DM-n OLE DB Provider (where n is the version number), and then click Next.
This opens the Connection tab in the Data Link Properties dialog.
4 Select the Metadata Type and Metadata Location. What you enter here depends on the type and format of the data you want to import. For some types of data you can select (None) for the Metadata Type and successfully import the case data. However, if you want to use the advanced option to import the categorical data using the category names, you need to enter the metadata type and location.
5 If you want to select the language to use or one or more particular versions of the metadata to import, click
Properties, and then select the language and version or versions you require. See
Working with versions for information on selecting multiple versions.
6 Select the Case Data Type and Case Data Location.
7 For case data in a relational MR database, enter the Case Data Project. For most other types of case data, leave this blank.
8 Click Test Connection.
Test connection succeeded means that you have entered all of the details correctly and you have successfully connected to the data.
If Test connection failed is displayed, check that you have entered all of the details correctly, and if relevant, check your network connection to the server where the database is.
9 If you want the categorical data to be displayed as category names rather than category values, click the Advanced tab, and then select Return data as category names.
10 Click OK.
This opens the Select Database and Table page of the Data Connection wizard.
If the connection was successful, the required details will already be displayed.
11 You can optionally click Next and enter a Description for the data connection file.
12 Click Finish to return to the Select Data Source dialog.
13 Click Open.
This opens the Import Data dialog.
14 Select the worksheet option onto which you want to import the data.
15 If you want to run a specific query, click the Edit Query button.
This opens the Edit OLE DB Query dialog.
16 From the Command Type list, select SQL.
17 Enter your query in the Command Text box. For information about the SQL queries that are supported by the UNICOM Intelligence Data Model, see
Basic SQL queries.
18 Click OK to return to the Import Data dialog.
19 Click OK.
The results are displayed on the selected worksheet.
Requirements
UNICOM Intelligence Data Model
Microsoft Excel
See also