How to import a table from an Access file (.mdb)

How to import a table from an Access file.

Open the Import Wizard

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Open Excel.
(1) Click on the Vizubi Tab in the ribbon bar.
(2) Click on the Edit button in the database group.
(3) This will open the Import Data window.

 

Creating a connection to the source database

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(1) Select Database as the Data Source Type.
(2) Click the Database Connection button to open the Database Connection window.
(3) Type "Access_DB" in the label box.
(4) Select Microsoft access from the dropdown menu.

 

Setting the parameters for the DB connection

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Once you have created and saved a database connection you can reuse it by clicking on the browse button to the right of Database connection.

(1) Use the Browse button "…" to open Data Link Properties window.
(2) The Provider will be active.
(3) Select Microsoft Jet 4.0. OLE DB Provider.
(4) Click on Next.

 

Select the database from the Connection tab

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(1) Use the Browse button "…" to find the database from which you want to import data "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\mdb\SampleData.mdb". Insert a userid and password if required (none is required when using our sample data).
(2) Test the connection by clicking on the Test connection button.
(3) Click on OK.
(4) Click on OK in the Database Connection window to confirm and save the import settings.

 

Select the data you want to import

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(1) Select InvoicesFromDB from the dropdown menu to the right of Source Table box (you can only import one table at a time from databases).
(2) The name of the Source Table appears in the Friendly name.
(3) Click on Next.

 

Preview Data

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The Preiew window shows the first 50 rows of data in line with the import parameters you defined in the previous step.

(1) You can change the type of data in any column by clicking on the icon to the left of the column header (you can select from General, Number and Date).
(2) You can choose not to import a column by clicking on the check box to the right of the column header.
(3) Click on Next.

 

Time dimensions

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In the Time dimensions window, Vizubi shows fields which were formatted as time. These fields can be used to analyze your data against time so that (for instance) you can automatically see sales for this year vs. last year. Vizubi will also automatically create slicers and panels used for filtering data for all time dimensions.

(1) OrderDate was formatted as a Date field in the previous step so Vizubi defines it as a time dimension. CTRL + click will deselect rows so that time dimension will not be created (you can also deselect or select all the rows by clicking on the appropriate buttons).
(2) You can change the name that will be displayed for time dimensions by clicking in the label column in the row of the time dimension you want to modify.
(3) Click on Next.

 

Import the data

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The Import Data window shows you all the parameters you set in the previous steps. In some cases you may want to skip the import step and merely save the import parameters to import the data at a later time (if for instance you want to wait until servers and networks are not busy).

(1) If you want to modify any of the parameters you set in previous steps, click on the Back button.
(2) Click on Import to import the data.
(3) Click on Save to save the import parameters.

 

View Results

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(1) The active label InvoicesFromDB shows the data imported.
(2) The label OrderDate it’s the time dimension that Vizubi found during the import.

How to import a table from an Access file.

Open the Import Wizard

media_12595704986294.png

Open Excel.
(1) Click on the Vizubi Tab in the ribbon bar.
(2) Click on the Edit button in the database group.
(3) This will open the Import Data window.

 

Creating a connection to the source database

media_1259587116435.png

(1) Select Database as the Data Source Type.
(2) Click the Database Connection button to open the Database Connection window.
(3) Type "Access_DB" in the label box.
(4) Select Microsoft access from the dropdown menu.

 

Setting the parameters for the DB connection

media_1259747958597.png

Once you have created and saved a database connection you can reuse it by clicking on the browse button to the right of Database connection.

(1) Use the Browse button "…" to open Data Link Properties window.
(2) The Provider will be active.
(3) Select Microsoft Jet 4.0. OLE DB Provider.
(4) Click on Next.

 

Select the database from the Connection tab

media_1259748163926.png

(1) Use the Browse button "…" to find the database from which you want to import data "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\mdb\SampleData.mdb". Insert a userid and password if required (none is required when using our sample data).
(2) Test the connection by clicking on the Test connection button.
(3) Click on OK.
(4) Click on OK in the Database Connection window to confirm and save the import settings.

 

Select the data you want to import

media_1259588874797.png

(1) Select InvoicesFromDB from the dropdown menu to the right of Source Table box (you can only import one table at a time from databases).
(2) The name of the Source Table appears in the Friendly name.
(3) Click on Next.

 

Preview Data

media_12595709050744.png

The Preiew window shows the first 50 rows of data in line with the import parameters you defined in the previous step.

(1) You can change the type of data in any column by clicking on the icon to the left of the column header (you can select from General, Number and Date).
(2) You can choose not to import a column by clicking on the check box to the right of the column header.
(3) Click on Next.

 

Time dimensions

media_12595710072694.png

In the Time dimensions window, Vizubi shows fields which were formatted as time. These fields can be used to analyze your data against time so that (for instance) you can automatically see sales for this year vs. last year. Vizubi will also automatically create slicers and panels used for filtering data for all time dimensions.

(1) OrderDate was formatted as a Date field in the previous step so Vizubi defines it as a time dimension. CTRL + click will deselect rows so that time dimension will not be created (you can also deselect or select all the rows by clicking on the appropriate buttons).
(2) You can change the name that will be displayed for time dimensions by clicking in the label column in the row of the time dimension you want to modify.
(3) Click on Next.

 

Import the data

media_1259589201718.png

The Import Data window shows you all the parameters you set in the previous steps. In some cases you may want to skip the import step and merely save the import parameters to import the data at a later time (if for instance you want to wait until servers and networks are not busy).

(1) If you want to modify any of the parameters you set in previous steps, click on the Back button.
(2) Click on Import to import the data.
(3) Click on Save to save the import parameters.

 

View Results

media_12595715198843.png

(1) The active label InvoicesFromDB shows the data imported.
(2) The label OrderDate it’s the time dimension that Vizubi found during the import.

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