Microsoft Office Tutorials and References
In Depth Information
Exhibit 4.13 Sort by account and $ amount
entitled Sort and Filter , within which we find two tools for querying data— Filter
and Advanced Filter . These tools enable you to perform both simple and complex
queries of the database. For example, suppose you want to see all records that occur
between January 1, 2004 (01/01/04) and February 23, 2004 (02/23/04). This requires
a relatively simple query since it is based on a single dimension—time. We will see
that it is possible to perform more complex queries with both Filter and Advanced
Filter .
If you are dealing with a large database and you have a need for very sophisti-
cated queries and report generation, you should consider using a software package
designed explicitly for that purpose, like MS Access. But Excel does permit consid-
erable capability for a reasonably large database, and it does not require expertise in
SQL (Structured Query Language), which are languages used to query sophisticated
relational databases. As a rule of thumb, I use 500 records and 50 fields as a maxi-
mum limit for a database that I will build in Excel. Beyond that size I am inclined to
move the data to MS Access. There should also be the consideration of the relational
nature of data elements for maintenance of the database. These relationships are best
handled by a relational database like Access. Obviously, in business there may
many occasions for creating databases that are large: tens of thousands of records
and hundreds of fields. These could include databases for Customer Relationship
Management ( CRM ) and Enterprise Resource Planning ( ERP ). Yet, this does not
diminish the usefulness and convenience of Excel’s database capabilities, and it is
often the case that we download portions of large databases to Excel for analysis.
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