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Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

  • 1.  Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 10:40

    The client's various Excel Data Queries have issues as a result of migrating their Sage 100 from Standard to Advanced (same server), i.e. the Sage folder name has changed.  For all these Excel files the user specifies the date range and then clicks the custom 'Get Data' button in the Excel sheet.  This is apparently a macro that appears to be using a 'File DSN', of which we couldn't determine where that's coming from.  SOTAMAS90 on the computer has the new/correct pathing, but upon running the report the ODBC screen appears which shows the old pathing, so we fix it and run the report.  However, upon trying the same thing again, the old pathing is back in the ODBC screen in Excel.  These Excel files are run by multiple users on multiple computers.  We did check the Registry but no luck, but maybe we need to look again.  It certainly seems like the SOTAMAS90 pathing needs to be edited but we haven't been able to determine where.  And still trying to isolate this as to whether it's computer-specific; waiting on client.

     



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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 2.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 10:47
    Are you able to edit the connection strings in the table properties? 

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    Rob Neal
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  • 3.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 10:56
    Thanks, @Rob Neal!  Yes, we have tried that also but it doesn't seem to help, unless I'm not doing it properly (e.g. in the wrong sequence).​

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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 4.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 10:58
    Does a new connection work if you set up a new workbook?

    --
    Robert Wood
    Consultant
    www.ddfcgi.com
    352-615-5898

    --

    Eric Hoffer: "In times of change learners inherit the earth; while the learned find themselves beautifully equipped to deal with a world that no longer exists."

    Sent from my portable brain





  • 5.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 11:02
    Did you look inside the button macro to see if it has the connection string hard-coded there?

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 6.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 11:46
    @Robert Wood, yes, it appears we can run/refresh a regular data query, but the 'Get Data' button/macro is tripping me up as I don't have much familiarity with that.
    @Kevin Moyes​​, we tried looking inside the button/macro for any applicable hard-coded info, but didn't see anything.  Maybe I wasn't looking properly?

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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 7.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 13:14
    Thanks, all.  I think we're now all set.  Will provide further info shortly.

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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 8.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 14:10
    resolution, incl the normal steps:
    1. open Excel data query file.
    2. if present, click 'enable content' on yellow security warning near top.
    3. Right-click on 'get data' button/macro, select 'assign macro', and then click edit on the screen that appears.
    4. Edit the four instances of the sage 100 path near top, using UNC, e.g. \\abcsage\sage\Sage 100 Advanced\MAS90\ .  'Save' before exiting.
    5. Then 'Save' the excel file back at the main Excel screen.
    6. Click 'get data' button, and specify the company and logon credentials.
    7. Once it finishes compiling, it saves and closes the excel file, and brings you back to essentially a blank excel screen.  Close it.
    8. Upon re-opening the saved excel file, the 'get data' button should work as expected going forward.


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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 9.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 14:17
    I believe the answer is 'no', but is there a way to get the SOTAMAS90 ODBC on a computer without performing the wkstn setup?

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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 10.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 14:23
      |   view attached
    See the Attached Sage KB article.

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 11.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 14:30
    Anyone know what this means?  Trying to download Doug's PDF and am being blocked.



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    Jeff Schwenk
    FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 12.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 09-29-2021 15:53
    Edited by Dan Burleson 09-29-2021 17:15
    Works for me. Must be something in your Signature! ;-)

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    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
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  • 13.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 10-05-2021 17:41
    Check this out.....  Thank you @George Khairallah

    https://community.90minds.com/communities/community-home/digestviewer/viewthread?GroupId=13&MessageKey=3fda1af5-2225-4209-88b5-b99696b2f790&CommunityKey=4593d843-4557-43ff-ba4d-6240681ed696&tab=digestviewer&ReturnUrl=%2fresources%2fallrecentposts




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    Jeff Schwenk
    FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 14.  RE: Excel Data Query issue - Sage 100 pathing, ODBC, File DSN

    Posted 10-06-2021 13:08
    RE my note above about downloading difficulties.  Palm face plant.  Found the downloaded files - all 14 of them.........

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    Jeff Schwenk
    FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------