Overview

This guide will cover various methods for connecting FrameworX with Excel files, including the use of ODBC (Open Database Connectivity), the ODBC Microsoft Excel Driver, configuring ODBC with a Data Source Name (DSN), and utilizing OleDB. Each of these techniques offers unique advantages and capabilities, ensuring that you can find the most suitable approach for your specific needs.

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Microsoft Excel Connections

Using ODBC

This method offers a standardized and widely supported method for connecting various applications to databases, ensuring compatibility across diverse data sources.

To connect FactoryStudio with an Excel file, first, select and name a range of rows and columns in the worksheet. This will allow the software to read the information as a table. Choose one of the following naming processes based on your version of Microsoft Excel:

For Microsoft Office 365:

Navigate to Formulas → Define Name → Define Name...

For Microsoft Office 2007:

Right-click the selection and choose Name a Range....


For Microsoft Office 2003

In Microsoft Excel, go to Insert → Name → Define.... 

Name the selection (e.g., "itemsTable"). The Excel file is ready to be used. 


Using ODBC Microsoft Excel Driver

The ODBC Microsoft Excel Driver provides a dedicated driver for Excel, ensuring optimal performance and seamless integration with the Excel file format.

To connect using this method, follow these steps:

    • In the datasets namespace, choose the DBs tab and create a new provider by clicking 'New item...'.
    • Select the "ODBC Data Provider" in the "Provider" data field. 
    • For the "Database" field, choose Microsoft Excel Database.
    • Click Ok.

Select Microsoft Excel Database in Database field

    • A new row is created in the data grid, click the ConnectionString column.
    • In the pop-up window, enter the path and the filename in the "Dbq" field.
    • Click the Test button to ensure that the connection is OK.


"Test" is optional.



Using ODBC with a DSN

Using ODBC with a DSN allows for centralized management and easier maintenance of data source connections, simplifying the configuration process.

To connect using this method, follow these steps:

    • Go to your computer's Control Panel and select Administrative Tools.
    • Double-click Data Sources (ODBC). 

    • In the "ODBC Data Source Administrator" window, click Add. You are prompted to select a driver. 
    • Select "Microsoft Excel Driver (*.xls)". 
    • Click Select Workbook and select the name of the Excel file that was previously created. 
    • Name the Data Source, (e.g., "excelDatasource"). 
    • For Write access, uncheck the "ReadOnly" checkbox. 


ODBC Data Source Administrator options

    • In the Datasets namespace, choose the DBs tab and create a new provider by clicking 'New item...'.
    • Under the "ODBC Data Provider" options, choose "ODBC using DSN". Then, click OK.
    • Click the ConnectionString column of the new row. Then, enter the DSN in the "DSN" field.


Enter the DSN


Using OleDB

OleDB enables a higher level of abstraction and flexibility when connecting to data sources, supporting a wider range of data access technologies and file formats.

To connect using this method, follow these steps:

    • In the Datasets namespace, choose the DBs tab.
    • Click on 'New item...' and select the "OleDb Data Provider" option in the Provider box, create a new provider by clicking 'Ok'.
    • Choose the "Microsoft Excel Database". Then, click OK.
    • Click the ConnectionString column of the new row, then enter the path and the name of the Excel (.xls) file in the "DataSource" field. 


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