The Query Wizard uses an Excel QueryTable to quickly create a dynamic link to your Sage 300 CRE data on the active worksheet. There is an additional option that you can use to create a static copy of the data so it does not refresh.
The Query Wizard uses the following screens:
- Sage 300 CRE Company List
- Select Table
- Select Fields
- Conditions (optional)
- Additional Options (optional)
The data is placed with the upper-left corner in the active cell. The data can either overwrite existing data or shift it to the right to make room. See the Additional Options screen for more information.