Question

Pass Parameters from Excel SQL Query

Asked by: JeffSturgeon2002

Is it possible to pass parameters in Excel to a SQL query I added to a worksheet.

I would like to pass date parameters if possible and curious how to do this. Any insight is deeply appreciated.

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Asked On
2009-11-01 at 19:38:00ID24862700
Topics

Microsoft Excel Spreadsheet Software

,

SQL Server 2005

,

Databases Miscellaneous

Participating Experts
2
Points
500
Comments
14

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Answers

 

by: mwvisa1Posted on 2009-11-01 at 19:54:20ID: 25716986

JeffSturgeon2002,

It is possible.  The may trick is to use "?" to represent the parameter in MS Query.  Can set parameter name and it will prompt you when you refresh query on the worksheet.

Rory and crew do a good job of explaining here:
http:Q_22768333.html

As stated, the one thing you have to watch is the complexity of the query.  What I did was to take the complex portion and put in view on the SQL Server and then I could use date parameters on the spreadsheet.

M-1

 

by: JeffSturgeon2002Posted on 2009-11-02 at 18:46:43ID: 25725706

mwvisa1 -

I took a look at this explanation Rory and crew had and the one part that hurts me is this post: "It's worth noting you can only use the "?" in queries that can be represented graphically"

I get the message it can not be represented graphically. Should I try another approach?

 

by: mwvisa1Posted on 2009-11-02 at 19:28:47ID: 25725849

Sorry, I tried to warn about that above.  What I have done in the past in those situations is to create a view on the SQL server side so that the ultimate query on Excel / MS Query side is simple (can be represented graphically) so I can use parameters.  I will check again tomorrow on one spreadsheet that I thought I got working regardless of that but I have Office 2007 at work.

 

by: JeffSturgeon2002Posted on 2009-11-03 at 06:06:43ID: 25729011

mwvisa1 -

Thank you, if you could look and possibly give me an example, that would help me a ton. Thanks!

 

by: mwvisa1Posted on 2009-11-03 at 09:53:48ID: 25731570

I took a look and it appears I converted all of them to pull from views so that the MS Query was simple.  If you absolutely need to use the query "as-is" you may need to consider running the query through VBA where you can use the value of a specific cell that you can setup on a configuration worksheet that simply has your variables.

 

by: JeffSturgeon2002Posted on 2009-11-04 at 08:20:38ID: 25740896

mwvisa1 -

My SQL script is below. I guess now, I need to create this as a StoredProcedure or a SQL View and replace my Dates with Parameters? If so, can you lend me a hand? After this, I guess comes in the excel programming to accept these parameters and pass them against my SQL?

SET NOCOUNT ON
 
CREATE TABLE #TEMP
        (
          Type VARCHAR(25) NULL,
          Month INT NULL,
          Year INT NULL,
          CompanyId INT NULL,
          Date DATETIME NULL,
          FacilityId INT NULL,
          DoctorId INT NULL,
          Specifier INT NULL,
          Collectable VARCHAR(20) NULL,
          Total MONEY NULL,
          DOType VARCHAR(20) NULL,
          FacilityFlag VARCHAR(2) NULL,
          DoctorFlag VARCHAR(2) NULL,
          GroupFlag VARCHAR(20) NULL
        )
 
INSERT
        #TEMP
        SELECT
                Type = 'charges',
                Month = DATEPART(month , ara.day),
                Year = DATEPART(year , ara.day),
                CompanyId = ara.CompanyId,
                Date = CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                ara.FacilityId,
                ara.DoctorId,
                Specifier = NULL,
                Collectable = CONVERT(VARCHAR(20) , NULL),
                Total = SUM(ara.InsAmount + ara.PatAmount),
                DOType = CASE WHEN 2 = 1 THEN 'service'
                              ELSE 'entry'
                         END,
                FacilityFlag = CASE WHEN NULL IS NULL THEN 'N'
                                    ELSE 'Y'
                               END,
                DoctorFlag = CASE WHEN NULL IS NULL THEN 'N'
                                  ELSE 'Y'
                             END,
                GroupFlag = '(none)'
        FROM
                ARAggregates ara
        WHERE
                ara.Type = 'C' AND
                ara.Day >= ISNULL('9/01/2009' , '1/1/1900') AND
                ara.Day < DATEADD(month , 1 , ISNULL('9/01/2009' , '1/1/3000')) AND
                --Filter on date type
	(
        (
          '2' = '1' AND
          ara.DateType = 'service' ) OR
        (
          '2' = '2' AND
          ara.DateType = 'entry' ) ) 
          
        GROUP BY
                CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                DATEPART(month , ara.day),
                DATEPART(year , ara.day),
                ara.FacilityId,
                ara.DoctorId,
                ara.CompanyId
 
INSERT
        #TEMP
        SELECT
                Type = 'payments',
                Month = DATEPART(month , ara.day),
                Year = DATEPART(year , ara.day),
                ara.CompanyId,
                Date = CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                ara.FacilityId,
                ara.DoctorId,
                Specifier = 1,
                Collectable = CONVERT(VARCHAR(20) , NULL),
                Total = SUM(InsAmount + PatAmount) * -1,
                DOType = CASE WHEN 2 = 1 THEN 'service'
                              ELSE 'entry'
                         END,
                FacilityFlag = CASE WHEN NULL IS NULL THEN 'N'
                                    ELSE 'Y'
                               END,
                DoctorFlag = CASE WHEN NULL IS NULL THEN 'N'
                                  ELSE 'Y'
                             END,
                GroupFlag = '(none)'
        FROM
                ARAggregates ara
        WHERE
                ara.Type = 'P' AND
                ara.DateType = 'entry' AND
                ara.Day >= ISNULL('9/01/2009' , '1/1/1900') AND
                ara.Day < DATEADD(month , 1 , ISNULL('9/01/2009' , '1/1/3000')) 
                
        GROUP BY
                CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                DATEPART(month , ara.day),
                DATEPART(year , ara.day),
                ara.FacilityId,
                ara.DoctorId,
                ara.CompanyId
 
INSERT
        #TEMP
        SELECT
                Type = 'adjustments',
                Month = DATEPART(month , ara.day),
                Year = DATEPART(year , ara.day),
                ara.CompanyId,
                Date = CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                ara.FacilityId,
                ara.DoctorId,
                Specifier = 2,
                Collectable = ISNULL(ml.FunctionName , 'Y'),
                Total = SUM(InsAmount + PatAmount) * -1,
                DOType = CASE WHEN 2 = 1 THEN 'service'
                              ELSE 'entry'
                         END,
                FacilityFlag = CASE WHEN NULL IS NULL THEN 'N'
                                    ELSE 'Y'
                               END,
                DoctorFlag = CASE WHEN NULL IS NULL THEN 'N'
                                  ELSE 'Y'
                             END,
                GroupFlag = '(none)'
        FROM
                ARAggregates ara,
                MedLists ml
        WHERE
                ara.Type = 'A' AND
                ara.DateType = 'entry' AND
                ara.ActionTypeMId *= ml.MedListsID AND
                ml.TableName = 'AdjustmentTypes' AND
                ara.Day >= ISNULL('9/01/2009' , '1/1/1900') AND
                ara.Day < DATEADD(month , 1 , ISNULL('9/01/2009' , '1/1/3000')) 
        GROUP BY
                CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                ISNULL(ml.FunctionName , 'Y'),
                DATEPART(month , ara.day),
                DATEPART(year , ara.day),
                ara.FacilityId,
                ara.DoctorId,
                ara.CompanyId
 
SELECT
        t.Type,
        t.Month,
        t.Year,
        CASE WHEN t.Date IS NULL THEN CAST('1799-01-01' AS DATETIME)
             ELSE t.Date
        END Date,
        t.Total,
        t.DOType
 
FROM
        #TEMP t,
        DoctorFacility d,
        DoctorFacility f,
        DoctorFacility fg
WHERE
        t.DoctorId*=d.DoctorFacilityId AND
        t.FacilityId*=f.DoctorFacilityId AND
        t.CompanyId *= fg.DoctorFacilityId
ORDER BY
        Year,
        Month,
        Date
 
DROP TABLE #TEMP

                                              
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Select allOpen in new window

 

by: mwvisa1Posted on 2009-11-04 at 09:33:33ID: 25741746

Been up all night, so may wait a few hours to look at it with fresh eyes if you don't mind.

 

by: JeffSturgeon2002Posted on 2009-11-04 at 09:35:06ID: 25741763

By all means ... get some well earned rest!

 

by: mwvisa1Posted on 2009-11-04 at 19:01:57ID: 25746405

Jeff,

My initial thought was to convert this to a common table expression, but I see your dilemma in that the dates you need to substitute are within the CTE and not the final select.  I was figuring you can return all record in the view and then filter by dates later, but it looks like your results may depend on specific date selection up front.  Will have to think on this.

I have attached the CTE anyway in case it is helpful.

WITH TEMP (
          Type VARCHAR(25) NULL,
          Month INT NULL,
          Year INT NULL,
          CompanyId INT NULL,
          Date DATETIME NULL,
          FacilityId INT NULL,
          DoctorId INT NULL,
          Specifier INT NULL,
          Collectable VARCHAR(20) NULL,
          Total MONEY NULL,
          DOType VARCHAR(20) NULL,
          FacilityFlag VARCHAR(2) NULL,
          DoctorFlag VARCHAR(2) NULL,
          GroupFlag VARCHAR(20) NULL
        ) AS (
        SELECT
                Type = 'charges',
                Month = DATEPART(month , ara.day),
                Year = DATEPART(year , ara.day),
                CompanyId = ara.CompanyId,
                Date = CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                ara.FacilityId,
                ara.DoctorId,
                Specifier = NULL,
                Collectable = CONVERT(VARCHAR(20) , NULL),
                Total = SUM(ara.InsAmount + ara.PatAmount),
                DOType = CASE WHEN 2 = 1 THEN 'service'
                              ELSE 'entry'
                         END,
                FacilityFlag = CASE WHEN NULL IS NULL THEN 'N'
                                    ELSE 'Y'
                               END,
                DoctorFlag = CASE WHEN NULL IS NULL THEN 'N'
                                  ELSE 'Y'
                             END,
                GroupFlag = '(none)'
        FROM
                ARAggregates ara
        WHERE
                ara.Type = 'C' AND
                ara.Day >= ISNULL('9/01/2009' , '1/1/1900') AND
                ara.Day < DATEADD(month , 1 , ISNULL('9/01/2009' , '1/1/3000')) AND
                --Filter on date type
        (
        (
          '2' = '1' AND
          ara.DateType = 'service' ) OR
        (
          '2' = '2' AND
          ara.DateType = 'entry' ) ) 
          
        GROUP BY
                CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                DATEPART(month , ara.day),
                DATEPART(year , ara.day),
                ara.FacilityId,
                ara.DoctorId,
                ara.CompanyId
 
UNION ALL  
        SELECT
                Type = 'payments',
                Month = DATEPART(month , ara.day),
                Year = DATEPART(year , ara.day),
                ara.CompanyId,
                Date = CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                ara.FacilityId,
                ara.DoctorId,
                Specifier = 1,
                Collectable = CONVERT(VARCHAR(20) , NULL),
                Total = SUM(InsAmount + PatAmount) * -1,
                DOType = CASE WHEN 2 = 1 THEN 'service'
                              ELSE 'entry'
                         END,
                FacilityFlag = CASE WHEN NULL IS NULL THEN 'N'
                                    ELSE 'Y'
                               END,
                DoctorFlag = CASE WHEN NULL IS NULL THEN 'N'
                                  ELSE 'Y'
                             END,
                GroupFlag = '(none)'
        FROM
                ARAggregates ara
        WHERE
                ara.Type = 'P' AND
                ara.DateType = 'entry' AND
                ara.Day >= ISNULL('9/01/2009' , '1/1/1900') AND
                ara.Day < DATEADD(month , 1 , ISNULL('9/01/2009' , '1/1/3000')) 
                
        GROUP BY
                CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                DATEPART(month , ara.day),
                DATEPART(year , ara.day),
                ara.FacilityId,
                ara.DoctorId,
                ara.CompanyId 
UNION ALL 
        SELECT
                Type = 'adjustments',
                Month = DATEPART(month , ara.day),
                Year = DATEPART(year , ara.day),
                ara.CompanyId,
                Date = CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                ara.FacilityId,
                ara.DoctorId,
                Specifier = 2,
                Collectable = ISNULL(ml.FunctionName , 'Y'),
                Total = SUM(InsAmount + PatAmount) * -1,
                DOType = CASE WHEN 2 = 1 THEN 'service'
                              ELSE 'entry'
                         END,
                FacilityFlag = CASE WHEN NULL IS NULL THEN 'N'
                                    ELSE 'Y'
                               END,
                DoctorFlag = CASE WHEN NULL IS NULL THEN 'N'
                                  ELSE 'Y'
                             END,
                GroupFlag = '(none)'
        FROM
                ARAggregates ara,
                MedLists ml
        WHERE
                ara.Type = 'A' AND
                ara.DateType = 'entry' AND
                ara.ActionTypeMId *= ml.MedListsID AND
                ml.TableName = 'AdjustmentTypes' AND
                ara.Day >= ISNULL('9/01/2009' , '1/1/1900') AND
                ara.Day < DATEADD(month , 1 , ISNULL('9/01/2009' , '1/1/3000')) 
        GROUP BY
                CONVERT(DATETIME , CONVERT(CHAR(12) , ara.day)),
                ISNULL(ml.FunctionName , 'Y'),
                DATEPART(month , ara.day),
                DATEPART(year , ara.day),
                ara.FacilityId,
                ara.DoctorId,
                ara.CompanyId
)
SELECT
        t.Type,
        t.Month,
        t.Year,
        CASE WHEN t.Date IS NULL THEN CAST('1799-01-01' AS DATETIME)
             ELSE t.Date
        END Date,
        t.Total,
        t.DOType
 
FROM
        TEMP t,
        DoctorFacility d,
        DoctorFacility f,
        DoctorFacility fg
WHERE
        t.DoctorId*=d.DoctorFacilityId AND
        t.FacilityId*=f.DoctorFacilityId AND
        t.CompanyId *= fg.DoctorFacilityId
ORDER BY
        Year,
        Month,
        Date

                                              
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by: mwvisa1Posted on 2009-11-04 at 19:02:58ID: 25746411

Ah, type-o.  I copied and pasted from the TEMP table.  You can't have the data types in the CTE expression.

It should be:

WITH TEMP(column, column2, column3, column4, ...)

 

by: PatOBrienPosted on 2009-11-06 at 09:51:25ID: 25761301

I've done a couple of different things in the past to change parameters in SQL queries (eg. Dates) in Excel,
A)
1: Record a macro during which you manually edit the embedded query.
2: Edit the macro replacing the hard-coded parameters with references to worksheet cells.
3: Update the query by running the macro.


B)
1) Type the SQL into ws cells - use formulas to modify parameters as needed.
2) Using VBa build your SQL query into a string var by concatenating all of the cells making up the SQL
3) Use ADO code to connect to the database and execute the SQL string var

Most recently, I've been using method B exclusively.  I use this for a variety of DB Admin functions such as back ups, DB Copies, Listing DB's, Listing Tables in DB's, Listing columns in Tables,  Table Deletes, Restores and Shrinking, as well as for getting data out - SELECT type queries.

This may not be sophisticated enough for your purposes, but hopefully this is germane.



 

by: PatOBrienPosted on 2009-11-06 at 10:06:04ID: 25761424

PS.  I'm using SQL Server 2005 Express and Excel 2002.

I've done some speed tests comparing the use of stored procedures vs passing in the SQL query, and found little to no difference in execution time for a single query.  There was some slight speed improvement when calling the same stored procedure multiple times vs. running the same SQL query multiple times, especially if the sp and qry are operating on a single DB.   I'm running UNION queries against multiple DB's and I couldn't get the DB name parameterized in the stored procedure so I gave up on them.   Perhaps someone smarter than I knows how to do that.


 

by: JeffSturgeon2002Posted on 2009-11-12 at 14:08:31ID: 25809518

Thank you, I will take a look at this and see what I can do. I will report back.

 

by: JeffSturgeon2002Posted on 2009-11-17 at 06:15:20ID: 31648683

Splitting points to be fair. Opening a new question similiar to this and thought I would close out this one and assign points. Thanks to all the donated their time.

20120131-EE-VQP-002

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