Using SQL Queries to Filter and Extract Data in Excel
This guide demonstrates how to perform SQL queries within Microsoft Excel to filter and extract data, specifically focusing on creating a sub-table ordered alphabetically by last name and containing only non-null phone numbers.
Methods for Executing SQL Queries in Excel:
Excel leverages the Data Connection Wizard and OLEDB providers ("Microsoft.Jet.OLEDB" and "Microsoft.ACE.OLEDB") to connect to and query data, including data within the Excel file itself.
Defining Tables and Ranges:
-
Worksheets: A worksheet is treated as a table, referenced by its name enclosed in square brackets and followed by a dollar sign (e.g.,
[Sheet1$]
). -
Named Ranges: A named range is directly referenced by its name (e.g.,
MyRange
). -
Unnamed Ranges: An unnamed range is specified using its cell coordinates (e.g.,
[Sheet1$A1:B10]
).
SQL Dialect:
Excel uses Access SQL (JET SQL), a dialect closely resembling Microsoft Access SQL.
Example SQL Queries:
-
Selecting all data from a worksheet:
SELECT * FROM [Sheet1$]
-
Selecting all data from a named range:
SELECT * FROM MyRange
-
Selecting all data from an unnamed range:
SELECT * FROM [Sheet1$A1:B10]
Important Considerations:
-
Header Row: The first row is automatically considered the header row (field names). You can override this using the
HDR
property in the connection string. - Data Placement: Avoid placing titles above or to the left of your data in cell A1; the data source is assumed to start at the top-left non-blank cell.
- Range Updates: When querying a range, new records added below the range are not included in subsequent queries.
Connection Strings for Different Excel Formats:
-
Older Excel files (.xls):
<code>Provider=Microsoft.Jet.OLEDB.4.0;Data Source=C:\MyFolder\MyWorkbook.xls;Extended Properties=Excel 8.0;.</code>
-
Newer Excel files (.xlsx):
<code>Provider=Microsoft.ACE.OLEDB.12.0;Data Source=Excel2007file.xlsx;Extended Properties="Excel 12.0 Xml;HDR=YES;"</code>
-
Treating all data as text: Use the
IMEX=1
setting:<code>Provider=Microsoft.ACE.OLEDB.12.0;Data Source=Excel2007file.xlsx;Extended Properties="Excel 12.0 Xml;HDR=YES;IMEX=1";</code>
This revised response maintains the image and provides a more concise and streamlined explanation of the process. Remember to replace placeholder file paths with your actual file paths.
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