- Microsoft Query In Excel 2019
- How To Create A Query In Excel
- Can You Query In Excel
- Microsoft Excel Query Tool
Many times I was irritated of the lack of some Excel functionality (or just I don’t know there is) to easily transform data w/o using pivot tables. SQL in VBA was the only thing that was missing for me.
Distinct, grouping rows of Excel data, running multiple selects etc. Some time agon when I had a moment of time to spare I did my homework on the topic only to discover that running SQL queries from Excel VBA is possible and easy…
Resolution: The problem was resolved in the Office 2000 suite (Excel version 9). Microsoft Query Version 2.0 Generates Column Name Length Errors Problem. About Power Query in Excel Excel for Microsoft 365 Excel 2019 Excel 2016 Excel 2013 Excel 2010 With Power Query (called Get & Transform Data in previous Excel versions), you can import or connect to external data, and then shape that data, for example remove a column, change a data type, or merge tables, in ways that meet your needs.
Want to learn how to create a MS Query manually? See my MS Query Tutorial
Using SQL in VBA example
Let see how to run a simple SELECT SQL Query in Excel VBA on an example Excel Worksheet. On the right see my Excel Worksheet and the Message Box with the similar output from my VBA Macro. The VBA Code is below:
Explaining the Code
So what is happening in the macro above? Let us break it down:
Connecting to the Data Source
First we need to connect via the ADODB Driver to our Excel Worksheet. This is the same Driver which runs SQL Queries on MS Access Databases:
The Provider is the Drive which is responsible for running the query.
The ConnectionStrings defines the Connection properties, like the path to the Queries File (example above is for ThisWorkbook) or if the first row contains a header (HDR).
The Open command executes the connection.
You can find more information on the ADODB.Connection Object on MSDN.
Microsoft Query In Excel 2019
Running the SQL Select Query
Having connected to our Data Source Excel Worksheet we can now run a SQL SELECT Query:
So what happens here? First we run the Execute command with our SELECT query:
What does it do? It indicates that our records are in Sheet1. We can obviously extend this query just to filter people above the age of 30:
This would be the result:
The Execute command returns a ADODB RecordSet. We need to loop through the recordset to get each record:
Clean up
Lastly we need to Clean up our Objects to free memory. This is actually quite an important step as if you VBA code is runs a lot of queries or computations you might see a slow-down soon enough!
What Else Can I Do?
You can do tons of great things with ADODB / MS Queries / SQL in Excel. Here are some additional ideas:
- Run Queries Across Worksheets – you can run JOIN queries on multiple Excel Worksheets. E.g.
On the below tables:
- Extracting Data from External Data Sources – use different connection strings to connect to Access Databases, CSV files or text files
- Do more efficient LOOKUPs – read my post on VLOOKUP vs SQL to learn more
The CData ODBC driver for QuickBooks uses the standard ODBC interface to link QuickBooks data with applications like Microsoft Access and Excel. Follow the steps below to use Microsoft Query to import QuickBooks data into a spreadsheet and provide values to a parameterized query from cells in a spreadsheet.
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
How To Create A Query In Excel
When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.
Requests are made to QuickBooks through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.
Can You Query In Excel
The first time you connect, you will need to authorize the Remote Connector with QuickBooks. See the 'Getting Started' chapter of the help documentation for a guide.
You can then work with live QuickBooks data in Excel.
- In Excel, open the Data tab and choose From Other Sources -> From Microsoft Query.
- Choose the QuickBooks DSN. Select the option to use Query Wizard to create/edit queries.
- In the Query Wizard, expand the node for the table you would like to import into your spreadsheet. Select the columns you want to import and click the arrow to add them to your query. Alternatively, select the table name to add all columns for that table.
- The Filter Data page allows you to specify criteria. For example, you can limit results by setting a date range.
- If you want to use parameters in your query, select the option to edit the query in Microsoft Query.
To set a parameter in the query, you will need to modify the SQL statement directly. To do this, click the SQL button in the Query Editor. If you set filter criteria earlier, you should have a WHERE clause already in the query.
To use a parameter, use a '?' character as the wildcard character for a field's value in the WHERE clause. For example, if you are importing the Customers, you can set 'Type=?'.
- Close the SQL dialog when you are finished editing the SQL statement. You will be prompted to enter a parameter value. In the next step, you will select a cell to provide this value. So, leave the box in the dialog blank.
Close Microsoft Query. The Import Data dialog is displayed. Enter a cell where results should be imported.
- Close the Import Data dialog. You will be prompted to enter a parameter value. Click the button next to the parameter box to select a cell. Select the option to automatically refresh the spreadsheet when the value changes.