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Excel and SQL Quick Tricks for Merchandisers
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Excel and SQL Quick Tricks for Merchandisers

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  • CONCATENATE: A1 would be the First Name, then I have a space “ “, then B1 is the Last Name COUNT: In the example from cells A1 thru A20 there is a mixture of text and numbers. Maybe only 5 cells have numbers, thus the result of 5 will be returned COUNTIF: Use to count the number of times a specific search term was used NOTES: You can use the wildcard characters ? matches any single character, * matches any sequence of characters Criteria are not case sensitive EXACT
  • Be sure to get the note in regards to Proper when there is a word such as ‘hancock’s’ the Proper will change it to ‘Hancock’S’
  • Talk about Scenarios (have them all setup before hand)
  • Explain script components

Transcript

  • 1. Excel and SQL Quick Tricks for Merchandisers
    • Learn simple SQL queries to extract data from your SmartSite SQL tables
    • Excel functions to edit your data with little effort
    • Show and talk about real scenarios
    • Update your SQL tables with the updated information to eliminate manual Content work
    Leah Fernelius
  • 2. Software Needs for Microsoft SQL and Microsoft Excel
    • Microsoft SQL Server 2008 Express – Free at
      • http:// www.microsoft.com /express/Database/ (on right side)
    • Enable the ability to query and update your SmartSite SQL tables
    • Contact Ability Support or your hosting company for connection information
    • Microsoft Office Excel – any current version
    • All Excel files created will need to be saved as .XLS
  • 3. SQL Query Components
    • Every SQL query must have at least two components
      • SELECT – control the data elements (columns) desired, such as, the item number or short description
      • FROM – identify the table that contains the desired data
    • Narrowing criteria and functions
      • WHERE – narrow the desired data outcome
      • Equal: = Less Than: < Greater Than: >
      • Not Equal to: <> Contains: like Doesn’t Contain: not like
      • Note: ‘like’ and ‘not like’ are used with the wildcard of %
  • 4. Microsoft SQL Management Tools
    • Connect to your SQL server
    • Select the desired database
  • 5. Common SmartSite Tables
    • Common SmartSite Tables
      • acBrands
      • acGroups
      • acItems
      • acItemText
      • MCEcom_Order
      • MCEcom_ShoppingCart_LineItems
      • MCEcom_User_Address
    • Expand ‘Tables’ to see all of the SmartSite tables
  • 6. Helpful Microsoft Excel Functions
    • CONCATENATE: =CONCATENATE(A1,” “,B1)
      • Use to add data to the front, end, or put to fields together into one, such as First Name and Last Name into one field
    • COUNT: =COUNT(A1:A20)
      • Counts the number of cells that contain numbers.
    • COUNTIF: =COUNTIF(B2:B25, “SmartSite”)
      • Counts the number of cells in a range with a single criterion.
    • EXACT: =EXACT(A2,B2)
      • Compares two text strings returning TRUE for an exact match or FALSE if otherwise. EXACT is case-sensitive
  • 7. Helpful Microsoft Excel Functions Cont.
    • LEFT: =LEFT(B2,3)
      • Returns the first character or characters in a text string. If a number is not entered, then just the first character will be returned. If a number is entered, then the first positions for that count will be returned
    • LEN: =LEN(A4)
      • Counts the number characters in a text string
    • MID: =MID(A2,1,5)
      • Returns a specific number of characters from a text string, starting at a defined point. The example is for cell A2, first position, return 5 characters
  • 8. Helpful Microsoft Excel Functions Cont.
    • PROPER: =PROPER(B2)
      • Capitalizes the first letter in a text string and converts all other letters to lowercase. Great for product descriptions from an OMS.
    • REPLACE: =REPLACE(C2,3,2,”10”)
      • Replaces part of a text string, based on the number of characters specified, with the new text. C2 is the old text, 3 is the position to start at, 2 is the number of positions to remove, and “10” is the new text
    • RIGHT: =RIGHT(A2,4)
      • Returns the last character or characters in a text string. If a number is not entered, then only the last character will be returned. If a number is entered, then the last positions for that count will be returned
  • 9. Helpful Microsoft Excel Functions Cont.
    • SUBSTITUTE: =SUBSTITUTE(B2,”MPW”,”Mack’s”)
      • Substitutes new text for old text. “MPW” is the old text and “Mack’s” is the new text
    • UPPER: =UPPER(C2)
      • Convert text from mixed or lower to all upper case
    • VLOOKUP: see handout available
  • 10. Scenarios
    • Query the data in SQL
    • Copy the queried data into Excel
    • Manipulate the data in Excel using functions
    • Review manipulated data
    Scenario One
  • 11. Update Excel Data in SQL
    • Excel File Requirements for upload to SQL
      • One identifying row such as an item number, item ID or EDP
      • The file must contain column headings
      • Save the file as .xls
    • SQL Requirements
      • Permissions to write to or update the database
  • 12. Update Excel Data in SQL Cont.
    • Log into the SQL Server with the SQL tool installed
    • Navigate to the desired database
    • Right click on the desired database selecting:
    • Tasks > Import Data
    • The SQL Server Import and Export Wizard will open
  • 13. Update Excel Data in SQL Cont. Click ‘Next’ for the screen below In the Data Source Field select Microsoft Excel
  • 14. Update Excel Data in SQL Cont.
    • Browse to the file to be imported to update SQL
    • Verify the correct Excel Version displays in the drop down.
      • If using MS Excel 2007 be sure the 2007 version displays
    • Check box marked for ‘First row has column names’
    • Click ‘Next’
  • 15. Update Excel Data in SQL Cont.
    • Destination: should be defaulted to ‘SQL Server Native Client 10.0’
    • Server name: will be the name of the SQL server
    • Authentication: access information for SQL
    • Database: should default to the database that was clicked to start this task
    • Click ‘Next’
  • 16. Update Excel Data in SQL Cont.
    • Select the radio button for ‘Copy data from one or more tables or views’
    • Click ‘Next’
  • 17. Update Excel Data in SQL Cont.
    • Since the saved spreadsheet has only one sheet, check the box for ‘Sheet1$’ as shown
    • In the Destination cell remove the text ‘Sheet1$’ and enter the desired temp. table name
  • 18. Update Excel Data in SQL Cont.
    • Edit Mapping: allows for the review of the Source and Destination mappings
    • Preview: display the data that will be imported
  • 19. Update Excel Data in SQL Cont.
    • Edit Mapping window
    • Review the Source and Destination columns shown
    • Click ‘OK’
  • 20. Update Excel Data in SQL Cont.
    • Preview Window
    • Display the data to be imported into the temp table
    • Click ‘OK’ to close the window
  • 21. Update Excel Data in SQL Cont.
    • After the review of the data click ‘Next’ to move to Save and Run the data
    • Click Next on the Save and Run the data window will start the process to import the data from Excel
  • 22. Update Excel Data in SQL Cont.
    • Success import will result in all ‘Success’ in Status
    • Review data, click ‘Finish’
  • 23. Update Excel Data in SQL Cont.
    • Close the SQL Server Import and Export Wizard
    • Go back to the SQL Server Management Studio window
    • Click on ‘New Query’
    • Confirm desired database is in the drop down
  • 24. Update Excel Data in SQL Cont.
    • Write the UPDATE script to insert the data in the temp table to the desired table
    • Click ‘Execute’ or hit ‘F5’ on keyboard to run the script
    • When script has run a message will appear to show how many rows were affected
    • Query the table to confirm data
  • 25. You CAN do it! Enjoy your “new ability”!
    • Questions?