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Real-time ACCTivate! data in Excel
View ACCTivate! information in a spreadsheet, refresh data any time

An Excel spreadsheet can be setup to display information dynamically linked from the ACCTivate! database. The data can be refreshed to view real-time information from ACCTivate! at anytime.

Follow the instructions below to setup the spreadsheet:

1. Create a new spreadsheet in Microsoft Excel.
2. Start a New Database Query by selecting Data > Import External Data.
3. Select <New Data Source> and click OK.
1. Enter ACCTivate! xxxxx, with xxxxx being your company, as the name of the data source.
2. Choose SQL Server from the drop-down asking "for the type of database you want to access" and click the Connect button.
1. Enter the ACCTivate! SQL Server Name found in the MSDE data source under Database Sources in the ACCTivate! Database Maintenance utility.

2. Uncheck Use Trusted Connection unless you are an administrator. ("Use Trusted Connection" will only work if your Windows User account has been granted access to the SQL Server.)
3. Enter the SQL Server User ID and Password. The User ID is typically sa. You may need to obtain the password from your system administrator if you don't have the password for the sa account.
4. In Options, select the ACCTivate$xxxxx database (replacing xxxxx with your company) and click OK.
3. Select the Customer table from as your default table.
4. Check the Save my user ID and password in the data source definition checkbox if other employees will need to refresh the data and you don't want them to know the password to your database server. This option will not encrypt the password.
5. Click OK to create the data source.
4. Make sure the newly created data source is selected and click OK.

5. Select columns from the Customer table (selected in step 3) to display on the report. If you need to add columns from multiple tables, refer to the instructions in ACCTivate! Knowledge Base.
6. Click Next.
7. You can filter the query by any of the selected fields. These options are similar to the report filters in ACCTivate!. Click Next when you are done.
8. You can sort up to three fields in the query by any of the selected fields, then click Next.
9. Choose the Return Data to Microsoft Office Excel option and click Finish.
10. Select the worksheet and cell where you would like to place the imported data and click OK.


11. Right-click on the data range of the table in the spreadsheet and choose the "!" to refresh the data or choose Edit Query. to modify the query.

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