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Thread: How to import all Opportunity records into an existing Excel sheet, using VB and ADO?

Greg Gongola
Posts: 1

How to import all Opportunity records into an existing Excel sheet, using VB and ADO? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 25 Jun 09 4:17 PM

Ok, I'm inexperienced here, but have a simple need and hopefully this will help others that want to do something very simple...

I'm just looking to have an existing Excel spreadsheet pull in all Opportunity records from SalesLogix. Could someone provide the VB necessary (for Excel) to:

(A) Establish an ADO connection to SLX

and

(B) return all the Opportunity records/fields

(or something similar?)

Thanks!
Greg

[Reply][Quote]

Raul A. Chavez
Posts: 1300

Re: How to import all Opportunity records into an existing Excel sheet, using VB and ADO? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 25 Jun 09 7:54 PM

You don't need VB to do so.

Within Excel you could Load data from External Datasources.
All you need to do is establish a DataSource to it using SQL or OLEDB Provider and then define your Query. (You may even get a "query builder" UI for defining the SQL statement).

After you have done so, you could always refresh that data as needed (you may even be able to set it up to auto refresh on open).

[Reply][Quote]

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