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Showing posts from July, 2024

How To Build an Order Monitoring System on Your Own

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Q:   I have many orders stored in my CRM database. I need to frequently (possibly daily or weekly) query the orders that are about to expire and send them to different people for handling. Different orders need to be sent to different people. How should I build an order monitoring system to automate this task? Here is my query result: The format requirements for the emails I send out are as follows: A:  You can use the "Information Distribute" feature of SQLMessenger to accomplish this task. Please follow the steps below to configure it in SQLMessenger. Step1: In the Task Manager of the SQLMessenger console, click the "New Task" button to create a new task. Step2: In the Task Editor, click the "Information Distribute" tab, check the "Loop Task" option, and click the "Recipient List (Loop Data) Config" button. Step3: Select the data source, enter the SQL statement that queries the email list to be sent, then click the "Test" bu...

Automatically Filling Excel Sheets with SQL Query Results

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I often need to copy SQL query results into an Excel sheet and send them to my colleagues. The Excel spreadsheet to be filled out is similar to the diagram below. The actual spreadsheet is more complex than this one. Now, I have found a simple way to automate this task. It doesn't require me to write code and allows for changing the format of the spreadsheet at any time. Note: SQLMessenger 2.0 installation is required before proceeding with the following steps. First, modify the table template to look like this: Mark the cells that need to be filled with SQL query results as "Data Cell". The format for a data cell marker is  <%DataCellName%> .   Here, we can use formulas to generate data cell markers. For example , in the "State" (A3) cell in the figure above, we can use the formula  ="<%"&A2&"%>"  to generate the data cell marker. Then, copy the A3 cell to the B3-E3 cells to quickly generate the data cell markers for the ...