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Forum : How do I use prompted date ranges in MS Excel?Search Forum

Forum Home > QODBC - ODBC Driver for QuickBooks > QODBC Reporting Forum

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 How do I use prompted date ranges in MS Excel? 
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  rick 
  
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 Joined: 2006-04-20 
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 Posted : 2006-04-21 23:15:09

I would like to have the user enter a start date and an end date in the Excel program then have the sql or the msquery get the data from QB. Do you have any example code for what I would have to write in Excel to get this to work? I assume that I would have to write a VB script but not sure. I am pretty new to all of this and have a lot to learn.

Thanks

RH

 

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  Tom 
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 Posted : 2006-04-22 00:46:34

Let's start from the beginning. Open MS Excel. Using the Data menu pulldown, Import External Data and select New Database Query... 

Select Databases and QuickBooks Data :

Select the InvoiceLine table and the fields/columns as used by this example :

Enter the filter parameters for the TxnDate as shown :

Click Next to bypass Sort by (Order by) as you should always allow QODBC to sort how rows are returned whereever possible :

Click on View data or edit query in Microsoft Query and select [ Finish ]:

Replace the Critera value for TxnDate from:

>=#1/1/2006# And <=#1/1/2008#

To :

>=[Enter Start Date] And <=[Enter Finish Date]

Note: Due to Date, DateTime (used by MS Access) and Timestamp (used by MS Query) data types, when using MS Query you will also need to change the Critera Field from TxnDate (Date) to TimeCreated (Timestamp) :

Using the File menu pulldown, select Return Data to Microsoft Office Excel...  :

You can select the cell where you want to put the data in your worksheet :

Now whenever you Refresh Data :

it will now prompt you to Enter Start Date :

Then Enter Finish Date :


See also: How do I use prompted date ranges in MS Access? 

 

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  loosegroove 
  
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 Posted : 2007-06-11 03:07:47
Is it possible to have a criteria sheet where the user can enter a Beginning and Ending date in the worksheet and have the query look to those cells to get the date ranges for the query? In other workbooks that I setup, I like to create criteria pages to allow the user to change aspects of the workbook and assign named ranges to those cells. That way, the data can be referenced through out the entire workbook. Thanks! -- Bronson 

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  Tom 
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 Posted : 2007-06-11 15:52:50

I don't have an MS Excel example, but see: Running an sp_report in Access using VBA for more on using VBA to program date entry and execution using MS Access.

 

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  Kevin 
  
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 Posted : 2008-04-06 06:40:45

This is helpful, but we are now running into issues where the an invoice is entered for a different date than when it is entered (For example, an invoice was entered on April 2, but it was put in with a date of March 25.  When we run the query using the "time created" field for March, we don't get the invoice entered on April 2.  Is there anyway to be able to get all of this info?

Thanks.

 

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  Tom 
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 Posted : 2008-04-07 10:43:36
Sorry, this limitation is within Ms Excel. You can go back to using the TxnDate without the prompts. 

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  Kevin 
  
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 Posted : 2008-04-09 04:49:31

Tom,

I was actually able to get this to work in both Excel 2003 and Excel 2007 so that it prompts for the date, and runs off of the TxnDate field.

 

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  Tom 
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 Posted : 2008-04-09 09:32:06
Tell me more....show us how? (See: How do I upload images to my forum post? ) 

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