I need to automate report creation where the data is in a CSV file and some data is also stored in an SQL Database. I currently make the reports manually but its very time consuming. Is it possible to use data point to do this? I have looked at other software and normally it requires a programming or scripting background - of which i don’t have.
I am asking because i normally use Excel and Pivot Table to make my reports.
import your csv file as a table to your SQL Database,
write a query against both tables to get the result set,
export it to a Excel file
design a pivot grid in the Excel file, then add a macro to refresh it, save the Excel file with .xlsm extension.
Now, you can automate the whole process by adding step1 as import activity and step 2, 3, 4 as export activity (export query to xlsm file and run macro at the end). Save it and schedule the job. Done.