SaveToDB Resources

If you are working with Microsoft Excel, you may find a lot of useful features in the SaveToDB add-in.

Also you may use the SaveToDB add-in as a client application platform and implement splendid applications.

Take a quick look at this document to know what and where to find. You will find the value.

Content

Quick Start

1. Download SaveToDB Suite.
http://www.savetodb.com/download.htm
2. Unzip the setup package.
Unzip the downloaded package into a temporary folder on a local drive.
3. Install SaveToDB Suite.
Close Microsoft Excel. Run setup.exe. Start Microsoft Excel.
You will find SaveToDB add-in controls at the SaveToDB tab.
4. Play with the Payment Register application.
This simple and useful application shows how to work with database data.
Open payments-en.xlsx from the "Application - Payment Register" folder.
Edit the payments, save changes, refresh reports, etc.
5. Play with the Web Finance application.
This application shows how to load data from the Internet.
Open web-finance-database-en.xlsx from the "Application - Web Finance" folder.
Select Yahoo! Finance or Google Finance as a data source, change stock tickers, save data to a database, refresh database reports, etc.
6. Play with the RealTimeToExcel real-time data workbook.
This workbook shows how to update Excel data in real-time.
Open SaveToDB, Wizards, External Tools, RealTimeToExcel, Stocks and Options from Yahoo! Finance.
Add your tickers to tables and look as the data are being updated from Yahoo! Finance.
 7. Read this document to find your tasks.
Take a quick look at this document to know what and where to find.

SaveToDB Express Use Cases without Coding

Connecting to Databases
The SaveToDB add-in allows connecting to tables, views, and stored procedures.
Also you may connect to Microsoft SQL Server Compact that is not supported by Microsoft Excel natively.
Loading and Updating Data from Web Pages and Web Services
The SaveToDB add-in allows loading and updating data into Microsoft Excel from web pages and web services returning HTML, XML, JSON, or CSV.
Loading and Updating Data from Text Files
The SaveToDB add-in allows loading and updating data from HTML, XML, JSON, and CSV files.
Changing Group of Connections at Once
The add-in allows changing a group of selected connections at once.
Multi-User Working with Data in Microsoft Excel
The add-in allows publishing Excel tables to databases and working with database data in a real multi-user mode from multiple separate workbooks.
Database Table Data Editor
The add-in allows opening database tables, changing data, and saving data back to a database.
Exporting Data from Microsoft Excel into Databases
You may prepare data to load in Microsoft Excel and save it to a database using several methods including saving data into existing tables, merging data into existing tables, creating and populating tables.
Exporting Data from Microsoft Excel into CSV Files
Use the "Save Table Data As" and "Save Query Data As" menu items to save the data.
Database Reporting Tool
The add-in allows connecting to database tables, views, and stored procedures.
The add-in allows changing query parameters using the ribbon parameters.
The add-in allows changing queries using the ribbon query list.
So you may get any data from a database using ribbon controls and a one Excel table only.

SaveToDB Express Use Cases with Coding

Database Reporting Tool with Advanced Features
The add-in allows connecting to database tables, views, and stored procedures.
The add-in allows changing query parameters using the ribbon parameters.
The add-in allows changing queries using the ribbon query list.
So you may get any data from a database using ribbon controls and a one Excel table only.
Also you may configure drill-down queries, master-detail views, predefined Excel formats for database data, value lists for query parameters, data translation to user native languages, and so on.
Direct Data Access Using Microsoft Excel in Addition to CSV or XML Download
User-friendly web applications allow exporting data into CSV or XML files.
Further, users can load exported data into Microsoft Excel.
You may allow customers to load data from your databases directly into Microsoft Excel.
This simple step allows users to update the data in a one click and to keep formulas, links, formatting, etc.
Development Platform for Sample Input Forms
The add-in allows updating database data from Microsoft Excel.
It is easy to configure executing stored procedures on the cell change event.
For example, saving and sharing comments for report lines is a very easy task.

SaveToDB Enterprise Use Cases

OData Data Editor
The add-in allows connecting to OData data, changing it, and saving it back.
Client Development Platform for Corporate Applications
The SaveToDB add-in allows implementing Excel applications with all the features of traditional Windows applications. And ready-to-use Excel functionality allows implementing corporate applications of several types with low cost, short time, and fantastic features.
Replacing Expensive Licenses for Simple Input Forms
Commonly, software with expensive licenses is also used to input simple data.
You may create input forms in Microsoft Excel and reduce the cost of required licenses.

Typical User Tasks in Microsoft Excel

Connecting to Database
The add-in allows connecting to tables, views, and stored procedures using a handy dialog box.
It allows connecting to Microsoft SQL Server Compact that is not supported by Microsoft Excel natively.
Use Data Connection Wizard.
Loading Data from Web Pages, Web Services, and OData Services
The add-in allows connecting to web resources that returns HTML, XML, CSV, or JSON.
Use Data Connection Wizard.
Loading Data from Text Files
The add-in allows getting and updating data into Microsoft Excel from HTML, XML, CSV, and JSON files.
Use Data Connection Wizard.
Changing Group of Connections at Once
The add-in allows changing a group of selected connections at once.
Use Change Connection Wizard.
Changing Query Parameters using Ribbon Parameters
The add-in allows changing WHERE fields and values of queries from tables and views,
and changing parameter values of queries from stored procedures and the web using ribbon parameters..
Reloading Data from Databases, Web Resources, and Text Files
You may reload data from any source using the Reload menu items, context menu, or native Microsoft Excel refresh actions.
Saving Data to Databases
You may save data changes to database tables and OData web services without any coding.
Also the add-in allows implementing saving data changes in different ways using the SQL code.
See Save Menu.
Saving Current Table Views and Restoring Them
The TableViews add-in allows saving current table views (applied auto-filters, visible column set, etc.) with specified names and restore the saved views in the future just in one click.
Changing User Interface and Data Languages
Use the Options dialog box to change the user interface and data languages.

Typical Developer Tasks in Microsoft Excel

Creating Database Tables Based on Excel Tables
Creating an underlying database table based on Excel table is the easiest way to implement a multi-user mode in Microsoft Excel. Use Publish Wizard.
Installing SaveToDB Framework into Databases
SaveToDB Framework can be installed from Microsoft Excel using the SaveToDB Framework Installer wizard.
Creating Application Configuration Workbooks
You may create a configuration workbook to edit SaveToDB Framework tables using Microsoft Excel.
Use Configuration Workbook Generator.
Saving and Distributing Excel Table Formats for Database Data
Database data can be opened in Microsoft Excel in predefined formatting that includes cell formats, conditional formatting, etc. Just install SaveToDB Framework and save the desired formatting to a database.
Use Table Format Wizard.
Verifying Generated Codes for Saving Changes
Use the Save, View Save Change SQL menu item to verify SQL code generated to save data changes.
Verifying Loaded Configurations
Use the Help, Workbook Info menu item to verify the add-in configuration loaded from a database.
Configuring Database Object Translation to Business Language
Database object name can be translated to business language using a separate configuration table.
For example, the dbo.Payment table can be displayed as "Payment Register".
Use the table and actions on the ObjectTranslation sheet of the configuration workbook.
Configuring Column and Parameter Translation to Business Language
Column and parameter names can be translated to business language using a separate configuration table.
For example, the CustName database field can be displayed as "Customer Name".
Use the table and actions on the ColumnTranslation sheet of the configuration workbook.
Configuring Procedures for Saving Data Changes
The add-in automatically discovers stored procedures to save changes of underlying objects into databases (INSERT, UPDATE, and DELETE) via procedure names.
You may configure these procedures manually on the QueryList sheet of the configuration workbook.
Configuring Event Handlers, Actions Menu, and Context Menu
The add-in allows handling Microsoft Excel events using the server-side code.
For example, you may use a stored procedure to update a database on the cell change event.
Or to prevent cell changes raising an exception in the procedure.
Also you may add your queries and actions into the Actions menu and into the Context menu.
Use the EventHandlers sheet of the configuration workbook.
Configuring Value Lists for Ribbon Parameters
Ribbon parameter value lists can populated from tables, views, or stored procedures.
Use the ParameterValues sheet of the configuration workbook.

SaveToDB Suite Applications

The SaveToDB Suite package includes several ready-to-use applications.
You may copy the folder to a desired location and start working.

Web Finance
This application allows getting end of a day stock data from Google Finance or Yahoo! Finance and saving loaded data into a local Microsoft SQL Server Compact database for further analyses.
Social Contact Database
This application allows getting social contacts into a local Microsoft SQL Server Compact database and into Microsoft Excel.
You may import social contacts from LinkedIn, Facebook, Google, Yahoo!, Windows Live, Outlook, etc.
The application allows removing duplicate contacts and enriching contact data from multiple data sources.
Social Contact Database for SQL Server
This application allows getting social contacts into a Microsoft SQL Server database and into Microsoft Excel.
You may import social contacts from LinkedIn, Facebook, Google, Yahoo!, Windows Live, Outlook, etc.
The application allows removing duplicate contacts and enriching contact data from multiple data sources.
Payment Register
This application allows getting money transactions in a one place and building cash flow statements.
The application uses a Microsoft SQL Server Compact database, so you may use it right after installation.
Payment Register Adv + VBA
This application allows getting money transactions in a one place and building cash flow statements.
In addition, the example shows how to work with normalized tables and to use SaveToDB as a VBA library.
The application uses a Microsoft SQL Server Compact database, so you may use it right after installation.

SaveToDB Suite Examples for Microsoft SQL Server Compact

DDE Example for Interactive Brokers
The example shows how to use and configure DDE formulas without using macros.
The example works with Trader Workstation (TWS), a powerful trading platform from Interactive Brokers.
DDE Example for Thinkorswim
The example shows how to use and configure DDE formulas without using macros.
The example works with Thinkorswim Desktop, a powerful trading platform from Thinkorswim, Division of TD Ameritrade.
Loading Stock Data from Yahoo! Finance and Google Finance
The example shows how to get data from financial websites like Yahoo! Finance or Google Finance into Microsoft Excel.
Loading Data from Text Files
The example shows how to load data from CSV, XML, and HTML files into Microsoft Excel and to a database.
Loading Social Contacts
The example shows how to get social contacts from different sources into Microsoft Excel.
You may import social contacts from LinkedIn, Facebook, Google, Yahoo!, Windows Live, Outlook, etc.
Using Macros
The example shows how to use macros with the SaveToDB add-in.
The SaveToDB add-in brings additional benefits for traditional Excel applications built using macros.
Using Excel Event Handlers
The example shows how to use database objects and codes for Excel event handling.
This is a simple and powerful feature. It allows saving changes on the cell change event, implementing master-detail interfaces, drill-down queries, etc.
Saving Changes to Database
The example shows how to save data changes back to a database using different techniques.

SaveToDB Suite Examples for Microsoft SQL Server

Azure Catalog
This powerful example shows most of the add-in features including working with hierarchy catalogs.
Azure Calendar
The example shows working with a calendar using Excel event handlers.
Azure Payments
The example is a simple payment register with cash-flow reports.
Azure Payments + VBA
The example is a simple payment register that shows how to use the SaveToDB add-in as a VBA library.
Azure Budget
The example is a simple application for cash-flow planning and monitoring.
Azure Stocks
The example is a simple application for stock analysis.
Azure Tasks
The example is a simple To-do application.
Database Management
This application allows auditing and changing user roles and permissions using Microsoft Excel.
Extended Properties Editor
This example shows how to create, modify, and delete extended properties using Microsoft Excel.

SaveToDB SDK Content

Examples for Microsoft SQL Server contain source codes and local workbooks of the SQL Server Online examples of the SaveToDB Suite package. See above. 

Software Products for End Users

SaveToDB
SaveToDB is a Microsoft Excel add-in for advanced working with databases, web, and text files.
TableViews
TableViews is a Microsoft Excel add-in for advanced working with tables, windows, and auto-filters.
The add-in is also integrated into the SaveToDB add-in.
RealTimeToDB
RealTimeToDB is an application for updating databases with real-time data from RTD and DDE servers.
The default installation updates the local Microsoft SQL Server Compact database with delayed data from Yahoo! Finance.
RealTimeToExcel
RealTimeToExcel is an application for updating Excel data from Yahoo! Finance and databases in real-time.

Software Products for Developers

SaveToDB Framework
SaveToDB Framework is a set of database objects for customizing SaveToDB application features.
It may be installed using the SaveToDB Framework Installer wizard or using the SaveToDB SDK.
SaveToDB SDK
SaveToDB SDK contains application examples and SaveToDB Framework with source codes.
You may use the code for your business purposes free of charge.
gConnectionManager
gConnectionManager allows creating and editing configuration file connection strings in a visual mode.
gwebcmd
gwebcmd is a command line tool for loading and parsing web data into CSV.
gsqlcmd
gsqlcmd is a command line tool for executing SQL scripts and exporting data into text, CSV, and HTML.

SaveToDB Setup Packages

SaveToDB
The package installs the SaveToDB add-in only, including the integrated TableViews add-in.
The package is targeted to corporate deployment for regular users.
SaveToDB Suite
The SaveToDB Suite package installs the SaveToDB add-in and companion products:
RealTimeToDB, RealTimeToExcel, gConnectionManager, gwebcmd, and gsqlcmd.
The package is targeted to developers, advanced users, traders and investors.

SaveToDB Editions

You can use SaveToDB without any registration during the 30-days trial period.

SaveToDB Express
SaveToDB Express is a free edition for personal and commercial use.
SaveToDB Enterprise
SaveToDB Enterprise is a top edition for using in corporate applications.
It allows saving data changes using stored procedures that is not enable in SaveToDB Express.
Also it allows saving OData data without any coding.
SaveToDB Enterprise Unlimited allows using the software on any number of computers.

See SaveToDB Edition Comparison, Buy.

Useful Links

Official Websites
www.savetodb.com, www.savetodb.ru
Technical Support
http://www.savetodb.com/support.htm
SaveToDB Online Help
http://www.savetodb.com/help4/savetodb-getting-started.htm
SaveToDB Online FAQ
http://www.savetodb.com/help4/savetodb-faq.htm
SaveToDB Configuration Poster
http://www.savetodb.com/download/savetodb-configuration-poster-en.pdf
SaveToDB White Paper
http://www.savetodb.com/download/savetodb-3-en.pdf
The Latest Version of This Document
http://www.savetodb.com/savetodb-resources-en.htm