Connecting Excel to AT/MySQL

Given the problems associated with creating and running custom Jasper reports within the AT, we decided to simply use Excel as a front-end application for data analysis. The beauty in this approach is that data can be pulled from the AT tables, or from MySQL queries, and then further analyzed, graphed, etc., in Excel. Pivot tables can even be used to create more robust reporting options. What's more, and with a little know-how, you can even use Excel for batch updates.

Here's how to connect Excel to the AT:

1. Download and install the ODBC driver for MySQL here: http://dev.mysql.com/downloads/connector/odbc/3.51.html.
2. Configure the ODBC Data Source (Control Panel > Administrative Tools > Data Sources (ODBC) > Add >MySQL ODBC 3.51 Driver)
3. Enter your AT database connection settings
4. Open Excel
5. Click on Data >From Other Sources > From Data Conenction Wizard > ODBC DSN > [the database/connection you just set-up in step 3]
6. Select what you want to import

Voila! It's as easy as that.

Right now we're working on constructing more complicated MySQL queries typically used for end-of-year analysis and reporting, which we will then similarly connect to Excel to allow our staff to manipulate the data as needed. Here is where a little MySQL knowledge goes a long ways!

In the end, we thought this was a much more efficient and effective means for providing our staff with customizable reporting functionality from the AT. For one, our staff are more comfortable with and regular uses of Excel. Second, there is much more documentation and training options available for using Excel and its many advanced features.

UPDATE (6/23/2010)

We ran into a bit of a dead end trying to connect custom MySQL queries to Excel. It was easy enough to connect the tables, but connecting to custom queries proved troublesome. Instead, we are now using SharePoint, which does allow you to create custom SQL queries and stored procedures. If interested, more information on how to set this up can be found here: http://office.microsoft.com/en-ca/sharepoint-designer-help/add-a-database-as-a-data-source-HA010100908.aspx#BM6.