Archive for SQL

ACT Firewall and Port settings

The following document is useful if you are setting up ACT and ACT for the Web and need to know how to tell your firewall to show ACT as an exception.  It also documents ports that need to be available. Adding Program Exceptions to Windows Firewall for ACT! and SQL Server Click the Windows Start button, click Control Panel […]

Building a report in Excel and getting the error “Initialization failed”? Check your password.

I was building a report for a client in Excel using an OLEDB connection to the back end data base.  Pretty standard stuff, do it all the time.  From my favorite SQL Query editor tool all was well.  Snap the SQL Select statement into Excel and all I can get is “Initialization failed” and no […]

Fast Tip Friday: Expanding Many-to-One Relations, or Turning Rows into Columns, or I want My Report to Look This Way

An Act! CRM data base contains lots of information and getting it out is frequently the problem you have.  So we tend to look at using different reporting tools, or Microsoft Excel, for the extracting or reporting task.  And the way the data is stored in Act! can sometimes make extracting the information the way […]

Viewing custom dashboards on the Web

I just learned something and thought I’d pass it along to people who are interested in Sage ACT dashboards and viewing them on the web. Behind the scenes, there is an XML file located in the Tools folder under Program Files that controls what templates are available for building dashboards in Sage ACT.  You can […]

Kicking up Business Intelligence Data in ACT!

Starting with ACT version 2012, you can now create some informative Excel pivot tables using what is called a Star schema.  The data goes after histories and opportunities. Two tables are created.  It’s a bit complicated to set up, but once done you can start to do some sophisticated drill downs in Excel to show […]

Using SQL commands in Excel – Drilling down into ACT data

Today’s blog is about using SQL commands directly in Excel.  I am going after data in Sage ACT, but you can use the same technique to go after a wide variety of data sources that are SQL based. First off, open Excel.  I am showing you screen shots from Excel 2010.  You want to click […]

Output SQL to CSV

A while ago, I posted a blog article about building CSV’s from SQL tables.  It was a very popular post, so I’m submitting it again.  I decided to go research if there were any things to do differently with the new SQL Server 2008. Turns out what I wrote before still applies. What drove me […]

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