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Click the Properties button to set advanced properties for the connection, such as options for refreshing the connected data. Optionally, you can add the data to the Data Model so that you can combine your data with other tables or data from other sources, create relationships between tables, and do much more than you can with a basic PivotTable report.
Then, in the Import Text File dialog box, double-click the text file that you want to import, and the Text Import Wizard dialog will open. Original data type If items in the text file are separated by tabs, colons, semicolons, spaces, or other characters, select Delimited.
If all of the items in each column are the same length, select Fixed width. Start import at row Type or select a row number to specify the first row of the data that you want to import. File origin Select the character set that is used in the text file.
In most cases, you can leave this setting at its default. If you know that the text file was created by using a different character set than the character set that you are using on your computer, you should change this setting to match that character set.
For example, if your computer is set to use character set Cyrillic, Windows , but you know that the file was produced by using character set Western European, Windows , you should set File Origin to Preview of file This box displays the text as it will appear when it is separated into columns on the worksheet.
Delimiters Select the character that separates values in your text file. If the character is not listed, select the Other check box, and then type the character in the box that contains the cursor.
These options are not available if your data type is Fixed width. Treat consecutive delimiters as one Select this check box if your data contains a delimiter of more than one character between data fields or if your data contains multiple custom delimiters.
Text qualifier Select the character that encloses values in your text file. When Excel encounters the text qualifier character, all of the text that follows that character and precedes the next occurrence of that character is imported as one value, even if the text contains a delimiter character. For example, if the delimiter is a comma , and the text qualifier is a quotation mark " , "Dallas, Texas" is imported into one cell as Dallas, Texas.
If no character or the apostrophe ' is specified as the text qualifier, "Dallas, Texas" is imported into two adjacent cells as "Dallas and Texas". If the delimiter character occurs between text qualifiers, Excel omits the qualifiers in the imported value.
If no delimiter character occurs between text qualifiers, Excel includes the qualifier character in the imported value. Hence, "Dallas Texas" using the quotation mark text qualifier is imported into one cell as "Dallas Texas".
Data preview Review the text in this box to verify that the text will be separated into columns on the worksheet as you want it. Data preview Set field widths in this section. Click the preview window to set a column break, which is represented by a vertical line. Double-click a column break to remove it, or drag a column break to move it.
Specify the type of decimal and thousands separators that are used in the text file. When the data is imported into Excel, the separators will match those that are specified for your location in Regional and Language Options or Regional Settings Windows Control Panel. Column data format Click the data format of the column that is selected in the Data preview section.
If you do not want to import the selected column, click Do not import column skip. After you select a data format option for the selected column, the column heading under Data preview displays the format.
If you select Date , select a date format in the Date box. Choose the data format that closely matches the preview data so that Excel can convert the imported data correctly. To convert a column of all currency number characters to the Excel Currency format, select General.
To convert a column of all number characters to the Excel Text format, select Text. To convert a column of all date characters, each date in the order of year, month, and day, to the Excel Date format, select Date , and then select the date type of YMD in the Date box.
Excel will import the column as General if the conversion could yield unintended results. If the column contains a mix of formats, such as alphabetical and numeric characters, Excel converts the column to General. If, in a column of dates, each date is in the order of year, month, and date, and you select Date along with a date type of MDY , Excel converts the column to General format.
A column that contains date characters must closely match an Excel built-in date or custom date formats. If Excel does not convert a column to the format that you want, you can convert the data after you import it. Convert numbers stored as text to numbers. Convert dates stored as text to dates. TEXT function. VALUE function. When you have selected the options you want, click Finish to open the Import Data dialog and choose where to place your data.
Set these options to control how the data import process runs, including what data connection properties to use and what file and range to populate with the imported data. The options under Select how you want to view this data in your workbook are only available if you have a Data Model prepared and select the option to add this import to that model see the third item in this list. If you choose Existing Worksheet , click a cell in the sheet to place the first cell of imported data, or click and drag to select a range.
If you have a Data Model in place, click Add this data to the Data Model to include this import in the model. For more information, see Create a Data Model in Excel. Note that selecting this option unlocks the options under Select how you want to view this data in your workbook. Click Properties to set any External Data Range properties you want. For more information, see Manage external data ranges and their properties. In the New Web Query dialog box, enter the address of the web page you want to query in the Address box, and then click Go.
In the web page, click the little yellow box with a red arrow next to each table you want to query. None The web data will be imported as plain text. No formatting will be imported, and only link text will be imported from any hyperlinks. Rich text formatting only The web data will be imported as rich text, but only link text will be imported from any hyperlinks. This option only applies if the preceding option is selected. If this option is selected, delimiters that don't have any text between them will be considered one delimiter during the import process.
If not selected, the data is imported in blocks of contiguous rows so that header rows will be recognized as such. If selected, dates are imported as text. SQL Server is a full-featured, relational database program that is designed for enterprise-wide data solutions that require optimum performance, availability, scalability, and security.
Strong password: Y6dh! Weak password: house1. Passwords should be 8 or more characters in length. Under Select the database that contains the data you want , select a database. Under Connect to a specific table , select a specific table or view. Alternatively, you can clear the Connect to a specific table check box, so that other users who use this connection file will be prompted for the list of tables and views.
Optionally, in the File Name box, revise the suggested file name. Click Browse to change the default file location My Data Sources. Optionally, type a description of the file, a friendly name, and common search words in the Description , Friendly Name , and Search Keywords boxes.
To ensure that the connection file is always used when the data is updated, click the Always attempt to use this file to refresh this data check box. This check box ensures that updates to the connection file will always be used by all workbooks that use that connection file. To specify how the external data source of a PivotTable report is accessed if the workbook is saved to Excel Services and is opened by using Excel Services, click Authentication Settings , and then select one of the following options to log on to the data source:.
Windows Authentication Select this option to use the Windows user name and password of the current user. This is the most secure method, but it can affect performance when many users are connected to the server.
A site administrator can configure a Windows SharePoint Services site to use a Single Sign On database in which a user name and password can be stored. This method can be the most efficient when many users are connected to the server. None Select this option to save the user name and password in the connection file.
Security Note: Avoid saving logon information when connecting to data sources. Note: The authentication setting is used only by Excel Services, and not by Excel. Under Select how you want to view this data in your workbook , do one of the following:. To place the data in an existing worksheet, select Existing worksheet , and then type the name of the first cell in the range of cells where you want to locate the data.
Alternatively, click Collapse Dialog to temporarily collapse the dialog box, select the beginning cell on the worksheet, and then click Expand Dialog. To place the data in a new worksheet starting at cell A1, click New worksheet. Optionally, you can change the connection properties and also change the connection file by clicking Properties , making your changes in the Connection Properties dialog box, and then clicking OK. If you are a developer, there are several approaches within Excel that you can take to import data:.
You can use Visual Basic for Applications to gain access to an external data source. You can also define a connection string in your code that specifies the connection information. Using a connection string is useful, for example, when you want to avoid requiring system administrators or users to first create a connection file, or to simplify the installation of your application.
The SQL. You can install the add-in from Office. Power Query for Excel Help. Import data from database using native database query.
Use multiple tables to create a PivotTable. Import data from a database in Excel for Mac. Getting data docs. Import and analyze data.
Import data. Import data from data sources Power Query. Select any cell within your data range. Select OK.
Select Open. If your source workbook has named ranges, the name of the range will be available as a data set. To work with the data in Power Query first, select Transform Data.
Select the authentication mode to connect to the SQL Server database. Select the table or query in the left pane to preview the data in the right pane. Select Load or Transform. Enter the Server name, and then select OK. Notes: This feature is only available in Excel for Windows if you have Office or later, or a Microsoft subscription. Select the Environment you want to connect to. Select or clear Include relationships column.
Select Continue. The Adobe Account dialog box appears. Select Basic if the OData feed requires your username and password. WordTips is your source for cost-effective Microsoft Word training. Microsoft Word is the most popular word processing software in the world. This tip applies to Microsoft Word , , , , , and Word in Microsoft You can find a version of this tip for the older menu interface of Word here: Positioning Headers and Footers.
With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates , a computer and publishing services company. Learn more about Allen Need to know which week of the year a particular date falls within? Excel can check the data and formulas in your worksheet to see if it detects any errors. The rules used for this checking Word normally numbers pages in a document starting at one and extending as far as the number of pages you have.
If you This complete guide shows both professionals and novices how to master VBA in order to customize the entire Office suite for their needs. When working with existing documents, you may need to delete a header or footer previously created. Here's how you can do Archived from the original on August 18, Archived from the original on June 25, Archived from the original on April 5, Apple Insider.
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Retrieved October 23, Retrieved October 19, Retrieved September 14, Next Generation. Imagine Media. September Retrieved July 3, Retrieved March 29, Official Microsoft Blog. Archived from the original on March 28, Office Watch. June 1, For the sake of superstition the next version of Office won't be called '13'. Will they be able to understand what you are talking about? Are there different levels of readers who will read the report? The reader's knowledge of the subject will greatly influence the information that you need to include.
Decide on the primary audience and then script the report at the adequate technical level. The secondary audience can be supported with supplemental information at the end of the report.
You must know what you are talking about. So, research the topic, and include all the relevant information to prove your point. Make sure that you come to a conclusion based on facts and not personal opinion. The information must be correct, current, and well-referenced. Also use a variety of resources such as journals, newspaper articles, books, websites, brochures, raw data, annual reports, and speeches to help support your point. Just don't stick to Wikipedia.
You have done the research. There's a ton of information that is waiting to be typed and printed. But wait! Don't drown before you enter the water. Prepare the final outline of the report which will be the chart of waypoints to help you navigate from start to finish.
The outline is the blueprint. It will give you a bird's eye view of the land and also show you where you need to fill in the details. Microsoft Word's Document Outline is a powerful feature that can help you organize a document even before you start filling it with research. Take advantage of brainstorming and mind-mapping templates too.
Once you have structured your report, it is time to fill out the headers with content. I personally find it best to tackle a little bit of each section, and then bulk it up with information. You can do that if you want, or finish each section as you go down the report structure.
Make sure you focus on presenting your ideas and using supportive evidence rather than spelling and grammar first. Outline your argument and write a few sentences that cast your main ideas. If you find something worth quoting, quote it. Once the majority of your text is written, it is now time to read through it and make sure it flows well. Make sure you guide the reader's understanding with transition words such as "This information shows…", "In other words…", "Similarly…" and do highlight relevant and key points.
Finally, spend time to proofread, check for grammar and spelling , and double-check all relevant information and its logical flow. It is best to leave at least one day to check and proofread your work. Don't try to edit it straight after you think you have finished, as you will tend to miss read what you have written. Get some sleep, and proofread it the next day. Before you go and submit or hand in your report that you have worked so hard on, make sure you have done the following:.
Now, let's launch Microsoft Word and take you through the features that will help piece together the draft of your report and present it as a professional document. Microsoft Word is a big howitzer with many nuts and bolts. Let's focus on the key skill sets and the tools you will need to plan, prepare, and present the professional report. The Microsoft Word features we will cover below are also productivity shortcuts that will make your job easier.
But sometimes we might want to paste the copied data into another format, such as Excel data as an image. With the Paste Special command you can discard or specify the format when you paste a picture, presentation data, table, or object from any other program into Word.
If you just copy what you want and click paste, you will notice that it will insert the data as tables. But, if it is a large area of cells you want to paste, and you do not want to edit it, you may want to paste it as an image, with the extra option to edit it. You can resize the data as it was an image, and if you double click, you will be able to edit the values.
You can change the table or chart and redesign it. And, if you update the data in the chart or table in Excel, you can automatically refresh the chart in Word. There are more options to import data from Excel into Word.
The Microsoft Office Support page also describes them in detail. Yes, there is Google and Wikipedia. But constantly switching from Word to your browser can hamper your productivity. Office brings in powerful research integration to this grunt work. The Researcher can not only help you find content from within Microsoft Word but also help you quickly add citations. It uses the Bing Knowledge Graph to find the right content to support your document.
A pane will open on the right with the search options. The Results pane shows a list of sources you can use in your document. Choose a topic to explore in detail. Add the topic to your Microsoft Word document with a click on the plus sign on the top-right.
You can also click the plus sign on any result to cite the source in your research document. The cite source helps you support your research with web sources and books. As we will see later, an annotated bibliography is one of the toughest parts of a document. The Researcher is an intelligent assistant who steps in. Let's take for granted that your professional report will be a long and complex work.
You can split the Word window into two panes so that you can view two different parts of a document at the same time.
It is a valuable time saver when you want to copy and paste parts from one place to another or refer to one part of the document while working in another. The Windows group gives you several options to change the way you work with two or more documents. The features are self-explanatory. To scroll both documents at the same time, click Synchronous Scrolling in the Window group on the View tab.
You can also click on View Side by Side to put two parts of the document next to each other. Set the split. Then, click in the pane that you want to change, and then select a different layout on the View tab. The presentation of a report is what gets someone to read a report in the first place, and that is why it is crucial that your report is well presented.
If you had the choice of four reports to read, what will you choose? You will pick up the fourth report because it will pull you towards it by the visual appearance alone.
The front cover is not the only reason. A well-designed report is easier to read. It is also easier to scan when you don't have time to read. That is why you need to spend some time on your headers and footers, and the different styles and themes.
In short — the formatting of every element in the report. Formatting may seem like a difficult chore, but it is a fun exercise that will exercise all your creative muscles.
The key takeaways will be the skills you can apply to anything in Microsoft Office going forward. And the time you will save with all the productivity tips learned here.
Microsoft Word has a wealthy set of features. These are only some of the ways that your report design can stand out from the rest and be professional. So, let's break down the layout and design skills. The first page is the first point of contact with your reader. It is also your opportunity to make a favorable impression.
Don't let your lack of artistic skills be an excuse because Word takes up the job with its in-built gallery of title pages. All you have to do is marry one to the theme of the report. Microsoft Word offers you 16 pre-formatted templates and three more on Office.
As there are only 16 "official" templates on offer, you may find that all your other peers have the same cover page. So, why not customize it, and make it a bit more unique. You can design a title page or cover page in Microsoft Word that can be an original in the stack.
Save it as a template or easily change the design on the fly. Casual readers scan. Good readers scan first and then dive deep. A table of contents provides the waypoints that help both. When it is a long and complicated document, wouldn't you rather check the lay of the land before you head to the section that interests you? You should first make sure you don't need to rearrange any pages in your document before creating the TOC.
There's a Table of Contents automatic tool under the References tab which takes your outline and designs it for you. Also, you can easily keep it updated when you want to change something. There are also templates you can download and fit it around the nature of the content.
For instance, a TOC for a thesis will look different from that of a company's annual report. We have a complete tutorial on how to create a table of contents page in Word. Create the outline and use heading styles to organize the hierarchy. Apply the automatic TOC tool to the heading styles. Word searches for those headings and then inserts the table of contents into your document. Then you can automatically update your TOC if you make changes in your document.
For more hands-on control, you can also use the Manual Table of Contents style. Word inserts placeholder text and you have to insert and format each content in the list.
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