These steps are provided as a courtesy. Open Dental support technicians do not assist with Microsoft Excel spreadsheets.
You have a couple of options for using your data in an Excel spreadsheet. You can either perform User Query and export the result, or you can link directly to the database.
You can do a query from within Open Dental and export the resulting table. It will normally be saved as a text file in your OpenDentalExports folder on your local C:\ drive. The first row of the text file will contain the names of the columns, and the fields are separated by tabs. This makes it very easy to open in Excel. In Excel, select Data, Import External Data, Import Data to bring up the Select Data Source dialog:
Find your OpenDentalExports folder in the file list, and click on the name of the text file that you exported from Open Dental. The Text Import Wizard has three windows that come up.
You will now have the entire table loaded into your worksheet for whatever manipulation you wish.
Another way to use the data is to directly link to the database. You would not normally need to do this since the text export is simpler, but here are instructions in case you need to. First, set up the ODBC on the computer where you want to access the data. Then, open Excel and open the Select Data Source dialog as shown above. Select New Source at the bottom.
Select Other/Advanced, and click Next.
Select OpenDental from the data source list and enter the username and password. You can click Test Connection to verify that you have a good connection. Select the table you want from the list and then select the new data source you have created. Your table will now be loaded into the spreadsheet for further manipulation.