iQuery - Pull R&A Data to Excel
Instructions
This document is to server as a guide on how to download, configure and run iQuery within Excel.
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1 | Navigate to mtu01-ohra-prod.hospitality.oracleindustry.com Sign into R&A | |
2 | Navigate to the left options tab and Click on 'Tools' then click on 'iQuery download' | |
3 | Click on 'Install MICROS iQuery - Office 2007 +' to download the Add-In. Select a folder of your choosing to save the executable in. | |
4 | Navigate to where the file was saved and double click on 'iQuerySetup.exe' to install the Add-In. Click 'Next' throughout the installation and then 'Close' at the end. | |
5 | After the installation was successful, open Excel. | |
6 | Open a new spreadsheet and click on 'Add-Ins' located in the Toolbar. Click on the 'i' icon located in a red circle to open iQuery. | |
7 | Enter the following information in the respective fields: Host Address: mtu1-ohra-iquery.oracleindustry.com Username: R&A login account name Company: MFG Password: R&A login password Click Login. |
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8 | Select 'Columns' Select the respective columns you wish to view in the spreadsheet. ExampleIn this example we will be using the following: Business Date Net Sales Total Number of Checks Service Charge Total | |
9 | Navigate down to 'Filters' and select 'Business Date' Select the range of dates you wish to view. ExampleIn this example we will set the date range from 02 Nov , 2020 to 09 Nov , 2020 (Monday to Monday) RangeThe longer the range, the longer the report will take to run. | |
10 | The other fields should be automatic depending on the account that was used to log in at the start of the Query. In the vent that they are not automatic: Navigate to 'Location' and tick the relevant tick boxes. Navigate to 'Revenue Centre' and tick the relevant tick boxes. | |
11 | Click on the 'Save' button in order to save the Query to avoid having to manually enter the desired settings each time this Query is run. Save it to your desired location. | |
12 | After saving the Query, Click on 'Run' to run the Query to view the report. | |
13 | After run is clicked, Excel will populate with the columns selected and generate a report similar to the example image. Format Excel to your preference. |
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