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Advanced XLS forms coding: part 2 of 2

This post is a follow-up on last week’s “Advanced XLS forms coding: part 1 of 2“.

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Those who coded forms directly in XML can definitely recognize the value of the “choice filter” column in XLS forms, which allows to easily filter the choice being offered in a prompt, based on a previous selection. For example, you wouldn’t want to show the full list of 196 countries if the user already told you he comes from North America.

However, for some types of lists such as villages in a remote region, it can be hard to ensure you have an exhaustive list, therefore it would be preferable to always allow the user to select “Other” and then offer a text input for the missing value.

In this example, we have a list of social workers, based in different region (“prefectures”). We want to use the choice filter to show only the workers in the selected region of operation, however we need to offer some flexibility in case there’s a new hire or a replacement. For this to work, we must first add one entry in the social worker list in the “choice” tab. We add “Other” (“Autre”) option and assign it the value -88. In the column “prefecture”, where the choice filter operates, we also put “-88” as a value (or any value you usually assign to your “Other” statements).

1

The base list name for the choice filter with “Other” option always available.

In the main “Survey” tab, we have 2 prompts of relevance to this: the INT_Prefecture prompt, which is the region of operation that the user first selects. This is stored in the variable INT_Prefecture. The prompt INT_NameWS is the prompt where the social worker is selected. As can be seen in the choice_filter column, the selection is based on the choice made in the INT_Prefecture prompt. The form then takes that value, and looks into the “tslist_name, and shows all those for which the “prefecture” column value matches the INT_Prefecture value. But because we also added “or prefecture = -88”, it will also show any value in the “tslist_name that has value -88. This is our “Other” option.

2

The corresponding question, with the choice_filter code.

And the result is that we can both filter the list of workers according to the prefecture of activity AND always offer the option to enter another name, regardless of the prefecture selected:

3

The selection will filter answer according to our filter value, as well as always allowing “Other” value.

More patterns

Another way that using those patterns can lead to faster coding is when setting up the rather common “If other, please specify”. When coding a long form, it can be advantageous to setup a “generic” prompt of that type, without setting reference to any specific variable. It can then be copy-pasted as needed, while filling in the prompt name to which it refers only at the end:

4

A “template” question that can be copy-pasted, and filled with variable names.

I try to always append the suffix _OTHER to this type of question, as that allows to quickly identify them. I will generally use as a core part the same name as the question it refers to. For example, if the men’s question about need priority did allow for “If other”, I would name it NEEDPRIORM_OTHER.

I also have only set the generic envelop for the relevant condition for this question. In that case, if any of the need priority is answered by “Other priority” (which value, as always, is -88), then I want the prompt to appear.

The above can then be copy-pasted any number of times and to be functional it only requires adding a complete name and the references to the prompts in the relevant conditions. Proceeding this way is much faster than manually typing each and every such prompts in the form and the benefits add up the longer and more complex the form gets.

Alternative for “If other, specify”

There is an alternative as well for every question which needs to offer a text input option for “Other” types of answers: one must simply append “or_other” in the “type” column, as shown below:

5

Java Rosa’s built-in “or_other” prompt.

In the list choice, there is no need to add the “Other” option as this will be done automatically by the form:

6

No need to do anything special with the list: just add “or_other” under question type.

In the end, the output file in your platform of choice will automatically add a column for the “Other” text field, just like that would be the case with the manual coding option described previously.

Caveat

This is an interesting alternative because it is really quick: it allows you to basically forget everything about the “If other” option, and let the form handle it. However, there will be some defaults choices that you’ll have to live with, should you choose that option:

  • You cannot decide what the label in the list of choices for the user will be: it will say “Other”. If you have a form in multiple languages, you will have to instruct your user that this means “Autre”, “Otro” or “Ostatni”.
  • Same for the coded value of the option: the value will be “other” in small case. If you have (wisely) opted for some sort of system in the assignment of your value, you might have to take this into account. In that case, I would opt to make it uniform and always assign “other” instead of “-88” to all choices that mean “Other”. Remember, “Do what you want, but do it for a reason”.
  • The name of the additional columns will always be “nameOfTheQuestion_other”, with “_other” being automatically added – this would be convenient with our system which is good.

Finally, we are forced to have one specific “other” column for each question. In the previous example (by coding manually the constraints), we had a system that would show only one “Other” column if ANY of the 3 questions have “Other” selected. This is because while we want to know if some choices are missing in the list, we might not be interested in knowing specifically if it applies to the 1st, 2nd or 3rd question: perhaps it is sufficient for us to know that the user wanted to specify something we haven’t listed.

Performing in-form calculation can be very handy. This can help the enumerator double-check that the value do indeed add-up, or even code constraints in the range that is acceptable for a series of related questions. However, one problem is that if ANY of the prompt referred to in the calculation is left empty, then the result will be blank.

You may get around this by forcing an answer (“required” column), however it is wiser at times not to make all prompts mandatory – when answer cannot always be expected to be available.

There is a workaround for this, and it involved using IF statement to assign the value “0” to any unanswered question. Consider the following:

7

Allowing a complex calculation to go through even with missing answers.

  • For every variable involved in the calculation, the calculation tests to see if the value is a number equal or greater than 0:
    • If(${A1A_totAvant}>=0, ${A1A_totAvant},0)
    • If it is, then it will use that value in the calculation
      • If(${A1A_totAvant}>=0, ${A1A_totAvant},0)
      • If not, then it will use 0 as a value for the calculation
        • If(${A1A_totAvant}>=0, ${A1A_totAvant},0)

This works, because for the XLS form if an answer is skipped (let’s say that the number A1A_fled isn’t available), then the “value” assigned to that skipped question is blank, and blank will always be considered “less” than any other numeric value. Because a calculation can’t be performed on a blank value (a blank value isn’t 0, it is simply nothing), we must assign a value 0 if we want the rest of the calculation to be performed anyways.

Note that this does NOT assign a value in the original prompt – this is only to allow the calculation to be performed, so that a meaningful note can be showed to the user.

Regardless of the platform on which your survey will ultimately be hosted, you will most likely be better off testing your form more often than less. Depending on your level of comfort with XLS form, things can get complicated. Catching problems early on, while they are fewer in numbers and easier to track, will always be easier than to code a whole form and then have to debug problems after problems.

One option for quick testing of forms in development is to use the offline converter (available at https://opendatakit.org/use/xlsform/ where all converter options are listed). When you submit an XLS form to the converter, it will tell you if any syntax is wrong, if there’s a typo in one of the list_choice or value you used in your constraints/relevant conditions, etc. The messages are generally very informative.

Another option is using the Kobo platform:

  • It takes directly the XLS form used for coding, instead of requiring a prior conversion to XML before being uploaded to the server
  • It can be tested directly in the browser, in a page-format that allows to have a global view of the form (instead of the page-by-page display on the phones)

Opening an account is free, therefore it makes sense to have one, even if it isn’t meant as a development platform. It is worth nothing, however, that the behaviour of the form in webform can be slightly different than on the phones. The webform also doesn’t allow to have a feel of how the form will behave with the smaller display of the phones actually used for the survey. It should therefore be used while the form is in development, but it doesn’t replace testing the form with the actual devices that it will be used on.

Before the XLS form, everything had to be coded in XML, which was more complicated and slower. Now that XLS forms have greatly reduced the complexity and time needed to code a survey, it is time to develop coding practices that maximize this benefit, and hopefully the ones above can serve as a good starting point to the development of a personal coding system that is accurate and effective.

Источник: https://blog.cartong.org/2015/08/21/advanced-xls-forms-coding-2/

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   Related: More > Microsoft Excel Integration


Problem

Microsoft Query allows us to retrieve data from external sources into Excel easily, which can be very handy if we want to provide an ad-hoc report to our users. All we need is to copy-paste our T-SQL query code and hand the Excel file over to our users, who can refresh the dataset at any time.

However, sometimes we are required to add parameters to our report, and we usually gravitate to a different tool like Reporting Services, Power BI, Crystal Reports, etc. Not any more, with the power of the M language, we can add parameters into our Excel report and use them for our query. In this tip, I will show you how it's done.

Solution

In our example, I’ll use the AdventureWorks2017 database, and I’ll create a simple stored procedure to query the "Product" table between the selling start and sell end dates. Our task in this example is to pass different sell dates to the stored procedure, and our report will refresh accordingly, allowing the user to manipulate the dates parameters as they wish without modifying the query.

USE [AdventureWorks2017] GO SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO -- Example: exec [AdventureWorks2017].dbo.ProductList '2011-05-01','2012-12-24' CREATE PROCEDURE [dbo].[ProductList] @SellStartDate as Date, @SellEndDate as Date AS BEGIN SET NOCOUNT ON; SELECT PR.[Name] ProductName ,[StandardCost] ,[ListPrice] ,CAST([SellStartDate] AS DATE) SellStartDate ,CAST([SellEndDate] AS DATE) SellEndDate FROM [AdventureWorks2017].[Production].[Product] PR WHERE SellStartDate>=@SellStartDate AND SellEndDate<=@SellEndDate ORDER BY SellStartDate,ProductName END

We will start with creating the parameter fields.

parameter fields

Then, we will highlight them and assign them a name, in this instance: "GetValue_1"

get value

Next, we will add the query from SQL Server, as described in the screenshot below.

sql server database

And fill in the required information for server and database. In the statement box, we will copy-paste an example.

exec [AdventureWorks2017].dbo.ProductList '2011-05-01','2012-12-24'
sql server database

When ready, click, OK. And we can click the "Load" button.

adventure works

It will load the results into a new sheet.

product name

Next, we need to modify the M language to find out the line of code used to generate the database call.

Therefore, we need to edit the query.

workbook queries

Note, if the above window is missing, go to Data > and click "Show Queries".

show queries

After clicking Edit, it will open the Power Query window.

query editor

Click the "Advanced Editor" button to see the code. Note, we will use this the editor window very frequently in this tip.

transform

Below we can see the code being uses for the procedure call.

advanced editor

We will make a note of this line of code, as we will use it later.

Following the below steps, we will create the necessary M code. Unless you are an expert in M, I suggest you test each line of code until you achieve the desired M code. The best way to do that is to output the result variable of each step.

Please note the following if you are unexperienced with M.

  1. A block of code most have "LET" and "IN".
    1. The "LET" section will include all our steps in will be evaluated in sequence
    2. The "IN" section is used for outputting the result
  2. It is recommended that each operation have its own line of code, and it has to include a variable name at the beginning. And it must terminate with a comma unless it’s the last line in the "LET" block.
  3. The M language evaluation concepts:
    1. M is using "Lazy Evaluation", which means each line of code is evaluated as needed. If the line of code is not required for the output, it will not be calculated.
    2. All other expressions are using "Eager Evaluation", which means that they are evaluated immediately when encountered during the evaluation process.

In order to build the M code, we will create a Blank Query and slowly build the required code.

show queries

We will click the "Advanced Editor".

transform

In the following code, we will pull the parameter values from the spreadsheet into a variable.

let     Source = Excel.CurrentWorkbook(){[Name="GetValue_1"]}[Content] in     Source
query
excel

Next, we need to pull the date value into a variable. If we right-click on the Date field and select "Drill Down", we will get the required code. To view the code, click on the Home tab > Advanced Editor.

advanced editor
convert
advanced editor

Now, we need to convert the date to text with the format "yyyy-mm-dd". To do so, we can apply the function "ToText" from the DateTime library, more details are available here.

current workbook
date time

Now that we have the Sell Date, we can get the End Date value the same way.

current workbook
end date

Now, let’s create the required stored procedure call as a variable called "query". We can use the same common operators like in Excel to create the required call.

query = "exec ProductList '"& SellDate &"','"& EndDate &"' "
current workbook
product list

Now, let’s copy the query line generated by M from Query 1. We need to modify it accordingly, instead of passing the procedure call, we will pass the "query" variable.

let     Source = Excel.CurrentWorkbook(){[Name="GetValue_1"]}[Content],     SellDate = DateTime.ToText(Source{0}[SellDate],"yyyy-MM-dd"),     EndDate = DateTime.ToText(Source{0}[EndDate],"yyyy-MM-dd"),     query = "exec ProductList '"& SellDate &"','"& EndDate &"' ",     target = Sql.Database("ohad\dbtesting", "AdventureWorks2017", [Query=query]) in     target

Now, click "Done", and you will be required to approve the following screens for the Privacy level.

sql database
privacy levels
power query editor

Next, click on "Close & Load" and from the drop-down menu, select "Close & Load To..."

power query editor

We can load the data to the same worksheet, by selecting "Existing worksheet" and specifying the cell where we would like the table to start.

load to

Then we should get the results, as in the screenshot as shown below.

sell date

Now, if we want to change the parameters, we can modify the dates, and go to Data > Refresh All to refresh the data. Or, hit Ctrl + Alt + F5 on the keyboard.

show queries

Note, after a hitting refresh it might ask you to approve to run the query. Just click Run.

native database query

Additional Resources

Next Steps





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About the author
MSSQLTips author Ohad SrurOhad Srur is a Microsoft Solution Expert (MCSE) - Data Platform and the managing director of Data-Best, a consulting company that focuses on assisting to K-12 independent schools.

View all my tips


Article Last Updated: 2020-05-08
Источник: https://www.mssqltips.com/sqlservertip/6411/use-excel-parameters-to-dynamically-export-sql-server-data/

Microsoft quietly replaced the comfortable Text Import Wizard from Excel and replaced it with the “Get & Transform” tools. The “Get & Transform” tools offer a lot of options and are very powerful. Unfortunately, they are quite complicated to use. Here is what you should now.

In a hurry? Click on “File” –> “Options” –> “Data” and set the corresponding checkmarks for reactivating the “Text Import Wizard” in Excel. Start the text import by clicking on “Data” –>”Get Data” –> “Legacy Wizards” –> “From Text (Legacy)”.

Contents

Introduction

In Excel 365 (only) 2016 (since version 1704) the “Text Import Wizard” was removed. It was replaced by the powerful “Get & Transform” tools. The “Get & Transform” tools also provide a function to import text and CSV files into Excel.

You have the following two options:

  1. Luckily, the comfortably “Text Import Wizard” still exists. You can re-activate and use it for importing text and csv files into Excel.
  2. Use the import function of the “Get & Transform” tools.

Restore the “Text Import Wizard”

re-activate, restore, activate, show, use, text, import, wizard

The good news: You can easily restore the “Text Import Wizard”. Unfortunately, the option for re-activating them is hidden.

Follow these steps:

  1. Click on File and then on “Options”. Go to “Data” on the left-hand side.
  2. In the lower section of the window you can select the wizard you’d like to restore. For only importing text- or csv-files, select “From Text (Legacy)”. Feel free to also activate the corresponding wizard for importing Access files, files from web, from SQL servers and so on.
  3. Confirm with OK.

Now, you can find the so-called “Legacy Wizards” in the “Get Data” drop-down menu. In order to use them, follow these steps:

  1. Go to the “Data” ribbon.
  2. Click on “Get Data” on the left-hand side.
  3. Next, go to “Legacy Wizards”.
  4. Click on “From Text (Legacy)”.

How to use the “Text Import Wizard”

steps, text, import, wizard, excel

The steps for using the “Text Import Wizard” in Excel are shown in the screenshots.

  1. Go to the “Data” ribbon and click on “From Text”. If you have a recent Excel version and there is no button called “From Text” (but instead “From Text/CSV”), click on “Get Data”, then on “Legacy Wizards” and then on “From Text (Legacy)”. Please refer to the paragraph above if this option is missing.
  2. Select how you want to define the columns: Either with a character as a separator or with a fixed width.
  3. If the first row contains headers, check the corresponding box.
  4. Continue with “Next >”.
  5. Select the delimiter. This is the character dividing the data into columns, for example “Tab”, “Semicolon” or “Comma”.
  6. Usually text fields use quotation marks marking the beginning and end of a text field.
  7. For each column, you can choose the data format. For dates, you could define the order of days, months and years.
  8. Click on “Advanced”…
  9. …for defining decimals and thousands separators.
  10. Finalize the import by clicking on “Finish”.

Import text and csv files with the “Get & Transform” tools

Importing text files in Excel with the “Get & Transform” tools requires many steps. Please refer to the numbers on the screenshots:

  1. Click on “From Text/CSV” on the “Data” ribbon in order to start the import process.
  2. Choose the delimiter (e.g. semi-colon, comma etc.). Here you can also switch to “Fixed Width”. If you want to separate your import data with the “Fixed Width” option, you have to type the numbers of characters, after which you want to data to be divided.
  3. For further options (e.g. switching thousands- and decimal separators) click on “Edit”.
  4. If you data is not represented correctly, delete the automatically created step “Changed Type”.
  5. Change the date format: Right-click on a column that contains a date. Alternatively click on the small “ABC” symbol in the top left corner of the column heading.
  6. Move the mouse to “Change Type”.
  7. Click on “Using Locale…”.
  8. Select “Date”.
  9. Select the locale format for dates. In this example, the German date format is used.
  10. Confirm with OK. Repeat the steps 5 to 10 for each date column.
    Recommendation: Select several date columns at the same time by pressing and holding the Ctrl key while selecting the columns.
  11. Change the decimal and thousand separators: Right-click again on a column with decimal numbers.
  12. Move the mouse to “Change Type”.
  13. Click on “Using Local…”.
  14. Choose “Decimal Number”.
  15. Select the local number format. Please refer to this article for a list of local number formats.
  16. Confirm with “OK”.
  17. Last step: Insert the data into a worksheet. In order to achieve this, click on “Close & Load” in the top-left corner.

Also interesting:

Henrik Schiffner is a freelance business consultant and software developer. He lives and works in Hamburg, Germany. Besides being an Excel enthusiast he loves photography and sports.

View all of Henrik Schiffner's posts.
Источник: https://professor-excel.com/import-csv-text-files-excel/

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Microsoft quietly replaced the comfortable Text Import Wizard from Excel and replaced it with the “Get & Transform” tools. The “Get & Transform” tools offer a lot of options and are very powerful. Unfortunately, they are quite complicated to use. Here is what you should now.

In a hurry? Click on “File” –> “Options” –> “Data” and set the corresponding checkmarks for reactivating the “Text Import Wizard” in Excel. Start the text import by clicking on “Data” –>”Get Data” –> “Legacy Wizards” –> “From Text (Legacy)”.

Contents

Introduction

In Excel 365 (only) 2016 (since version 1704) the “Text Import Wizard” was removed. It was replaced by the powerful “Get & Transform” tools. The “Get & Transform” tools also provide a function to import text and CSV files into Excel.

You have the following two options:

  1. Luckily, the comfortably “Text Import Wizard” still exists. You can re-activate and use it for importing text and csv files into Excel.
  2. Use the import function of the “Get & Transform” tools.

Restore the “Text Import Wizard”

re-activate, restore, activate, show, use, text, import, wizard

The good news: You can easily restore the “Text Import Wizard”. Unfortunately, the option for re-activating them is hidden.

Follow these steps:

  1. Click on File and then on “Options”. Go to “Data” on the left-hand avid pro tools crack download the lower section of the window you can select the wizard you’d like to restore. For only importing text- or csv-files, select “From Text (Legacy)”. Feel free to also activate the corresponding wizard for importing Access files, files from web, from SQL servers and so on.
  2. Confirm with OK.

Now, you can find the so-called “Legacy Wizards” in the “Get Data” drop-down menu. In order to use them, follow these steps:

  1. Go to the “Data” ribbon.
  2. Click on “Get Data” on the left-hand side.
  3. Next, go to “Legacy Wizards”.
  4. Click on “From Text (Legacy)”.

How to use the “Text Microsoft Office 2016 Crack Product Key Full Version 100% Working Free Wizard”

steps, text, import, wizard, excel

The steps for using the “Text Import Wizard” in Excel are shown in the screenshots.

  1. Go to the “Data” ribbon and click on “From Text”. If you have a recent Excel version and there is no button called “From Text” (but Freemake Audio Converter Infinity Pack License key “From Text/CSV”), click on “Get Data”, then on “Legacy Wizards” and then on “From Text (Legacy)”. Please refer to the paragraph above if this option is missing.
  2. Select how you want itunes backup unlocker - Activators Patch define the columns: Either with a character as a separator or with a fixed width.
  3. If the first row contains headers, check the corresponding box.
  4. Continue with “Next >”.
  5. Select the delimiter. This is the character dividing the data into columns, for example “Tab”, “Semicolon” or “Comma”.
  6. Usually text fields use quotation marks marking the beginning and end of a text field.
  7. For each column, you can choose the data format. For dates, you could define the order of days, months and years.
  8. Click on “Advanced”…
  9. …for defining decimals and thousands separators.
  10. Finalize the import by clicking on “Finish”.

Import text and csv files with the “Get & Transform” tools

Importing text files in Excel with the “Get & Transform” tools requires many steps. Please refer to the numbers on the screenshots:

  1. Click on “From Text/CSV” on the “Data” ribbon in order to Advanced XLS Converter Free Activate the import process.
  2. Choose the delimiter (e.g. semi-colon, comma etc.). Here you can also switch to “Fixed Width”. If you want to separate your import data with the “Fixed Width” option, you have to type the numbers of characters, after which you want to data to be divided.
  3. For further options (e.g. switching thousands- and decimal separators) click on “Edit”.
  4. If you data is not represented correctly, delete the automatically created step “Changed Type”.
  5. Change the date format: Right-click on a column that contains a date. Alternatively click on the small “ABC” symbol in the top left corner of the column heading.
  6. Move the mouse to “Change Type”.
  7. Click on “Using Locale…”.
  8. Select “Date”.
  9. Select the locale format for dates. In this example, the German date format is used.
  10. Confirm with OK. Repeat the steps 5 to 10 for each date column.
    Recommendation: Select several date columns at the same time by pressing and holding the Ctrl key while selecting the columns.
  11. Change the decimal and thousand separators: Right-click again on a column with decimal numbers.
  12. Move the mouse to “Change Type”.
  13. Click on “Using Local…”.
  14. Choose “Decimal Number”.
  15. Select the local number format. Please refer to this article for a list of local number formats.
  16. Confirm with “OK”.
  17. Last step: Insert the data into a worksheet. In order to achieve this, click on “Close & Load” in the top-left corner.

Also interesting:

Henrik Schiffner is a freelance business consultant and software developer. He lives and works in Hamburg, Germany. Besides being an Excel enthusiast he loves photography and sports.

View all of Henrik Schiffner's posts.
Источник: https://professor-excel.com/import-csv-text-files-excel/
   Related: More > Microsoft Excel Integration


Problem

Microsoft Query allows us to retrieve data from external sources into Excel easily, which can be very handy if we want to provide an ad-hoc report to our users. All we need is to copy-paste our T-SQL query code and hand the Excel file over to our users, who can refresh the dataset at any time.

However, sometimes we are required to add parameters to our report, and we usually gravitate to a different tool like Reporting Services, Power BI, Crystal Reports, etc. Not any more, with the power of the M language, we can add parameters into our Excel report and use them for our query. In this tip, I will show you how it's done.

Solution

In our example, I’ll use the AdventureWorks2017 database, and I’ll create a simple stored procedure to query the "Product" table between the selling start and sell end dates. Our task in this example is to pass different sell dates to the stored procedure, and our report will refresh accordingly, allowing the user to manipulate the dates parameters as they wish without modifying the query.

USE [AdventureWorks2017] GO SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO -- Example: exec [AdventureWorks2017].dbo.ProductList '2011-05-01','2012-12-24' CREATE PROCEDURE [dbo].[ProductList] @SellStartDate as Date, @SellEndDate as Date AS BEGIN SET NOCOUNT ON; SELECT PR.[Name] ProductName ,[StandardCost] ,[ListPrice] ,CAST([SellStartDate] AS DATE) SellStartDate ,CAST([SellEndDate] AS DATE) SellEndDate FROM [AdventureWorks2017].[Production].[Product] PR WHERE SellStartDate>=@SellStartDate AND SellEndDate<=@SellEndDate ORDER BY SellStartDate,ProductName END

We will start with creating the parameter fields.

parameter fields

Then, we will highlight them and assign them a name, in this instance: "GetValue_1"

get value

Next, we will add the query from SQL Server, as described in the screenshot below.

sql server database

And fill in the required information for server and database. In the statement box, we will copy-paste an example.

exec [AdventureWorks2017].dbo.ProductList '2011-05-01','2012-12-24'
sql server database

When ready, click, OK. And we can click the "Load" button.

adventure works

It will load the results into a new sheet.

product name

Next, we need to modify the M language to find out the line of code used Advanced XLS Converter Free Activate generate the database call.

Therefore, we need to edit the query.

workbook queries

Note, if the above window is missing, go to Advanced XLS Converter Free Activate > and click "Show Queries".

show queries

After clicking Edit, it will open the Power Query window.

query editor

Click the "Advanced Editor" button to see the code. Note, we will use this the editor window very frequently in this tip.

transform

Below we can see the code being uses for the procedure call.

advanced editor

We will make a note of this line of code, as we will use it later.

Following the below steps, we will create the necessary M code. Unless you are an expert in M, I suggest you test each line of code until you achieve the desired M code. The best way to do that is to output the result variable of each step.

Please note the following if you are unexperienced with M.

  1. A block of code most have "LET" and "IN".
    1. The "LET" section will include all our steps in will be evaluated in sequence
    2. The "IN" section is used for outputting the result
  2. It is recommended that each operation have its own line of code, and it has to include a variable name at the beginning. And it must terminate with a comma unless it’s the last line in the "LET" block.
  3. The M language evaluation concepts:
    1. M is using "Lazy Evaluation", which means each line of code is evaluated as needed. If the line of code is not required for the output, it will not be calculated.
    2. All other expressions are using "Eager Evaluation", which means that they are evaluated immediately when encountered during the evaluation process.

In order to build the M code, we will create a Blank Query and slowly build the required code.

show queries

We will click the "Advanced Editor".

transform

In the following code, we will pull the parameter values from the spreadsheet into a variable.

let Advanced XLS Converter Free Activate Source = Excel.CurrentWorkbook(){[Name="GetValue_1"]}[Content] in     Source
query
excel

Next, we need to pull the date value into a variable. If we right-click on the Date field and select "Drill Down", we will get the required code. To view the code, click on the Home tab > Advanced Editor.

advanced editor
convert
advanced editor

Now, we need to convert the date to text with the format "yyyy-mm-dd". To do so, we can Boxcryptor 2.46.1654 Crack+ License Key Free Download 2021 the function "ToText" from the DateTime library, more details are available here.

current workbook
date time

Now that we have the Sell Date, we can get the End Date value the same way.

current workbook
end date

Now, let’s create the required stored procedure call as a variable called "query". We can use the same common operators like in Excel to create the required call.

query = "exec ProductList '"& SellDate &"','"& EndDate &"' "
current workbook
product list

Now, let’s copy the query line generated by M from Query 1. We need to modify it accordingly, instead of passing the procedure call, we will pass the "query" variable.

let     Source = Excel.CurrentWorkbook(){[Name="GetValue_1"]}[Content],     SellDate = DateTime.ToText(Source{0}[SellDate],"yyyy-MM-dd"),     EndDate = DateTime.ToText(Source{0}[EndDate],"yyyy-MM-dd"),     query = "exec ProductList '"& SellDate &"','"& EndDate &"' ",     target = Sql.Database("ohad\dbtesting", "AdventureWorks2017", [Query=query]) in     target

Now, click "Done", and you will be required to approve the following screens for the Privacy level.

sql database
privacy levels
power query editor

Next, click on "Close & Load" and from the drop-down menu, select "Close & Load To."

power query editor

We can load the data to the same worksheet, by selecting "Existing worksheet" and specifying the cell where we would like the table to start.

load to

Then we should get the results, as in the screenshot as shown below.

sell date

Now, if we want to change the parameters, we can modify the dates, and go to Data > Refresh All to refresh the data. Or, hit Ctrl + Alt + F5 on the keyboard.

show queries

Note, after a hitting refresh it might ask you to approve to run the query. Just click Run.

native database query

Additional Resources

Next Steps





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About the author
MSSQLTips author Ohad SrurOhad Srur is a Microsoft Solution Expert (MCSE) - Data Platform and the managing director of Data-Best, a consulting company that focuses on assisting to K-12 independent schools.

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Article Last Updated: 2020-05-08