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During this exercise you will create a vendor list containing only subcontractors and suppliers. An Office Connector workbook function will be used to augment the list with information not contained in the Vendor table. You will learn about the following:
This tutorial example is designed to work with the Timberline Construction Sample Data.
Step 1 - Insert the Query
This example uses a query as the source of vendors so the spreadsheet will automatically adapt as your vendor list changes. You will apply conditions to limit the vendor list to subcontractors and suppliers.
Select Subcontractor and Supplier from the Value drop list. If one of those values does not appear in your data, you can type it in and click the Add button or press Enter. Once the list is complete, click OK.
Change the Name from qryAPVendor to qryVendorList and click Finish.
We recommend the convention of prefixing your query names with "qry" to make them easy to find in Excel's Name box.
Step 2 - Add the First Check Date
The TSFind function locates the first row in the table that meets the desired conditions. This step uses the Find Wizard to insert a TSFind function that shows the date of the first check written by each vendor.
"One of the more significant benefits to using Office Connector is the ability to 'search' for information. If someone is out of balance by a certain dollar amount, it is extremely simple using Office Connector to search for and find the reason why."