Updating MS Query queries for the single database structure

To update an MS Query query for the single database structure:

1. Open Microsoft Excel.
2. Create an MS Query for either:
   • SynergyOne
   • SynergyOneFinance
   • SynergeticExtraFinance.

   See Extracting data using the Microsoft Query wizard in the Extracting data manual.

3. Click the Data tab.
4. Click Connections.

   The Workbook Connections window is displayed.

   

5. Select the query.
6. Click .

   The Connection Properties window is displayed.

   

7. Click the Definition tab.

   The Definition tab is displayed.

   

8. Update:
   • DSN to Synergetic
   • DATABASE to the single database name. For example, Synergetic_AUVIC_CDA_TST.

   

9. Click .

   The SQL Server Login window is displayed.

   

10. Type your username into the Login ID field.
11. Type your password into the Password field.
12. Click .

    The following error is displayed.

    

13. Click .
14. Repeat steps 5 through 7.
15. Update the database in the Command text field.

    

    Note: You need to replace the dbo to extrafinance if you are updating a SynergeticExtraFinance MS Query query.

16. Click .
17. Repeat steps 2 through 16 to update additional MS Query queries.
18. Click Save.

Last modified: 20/07/2017 2:45:27 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.