Queries for Immunizations and Birth Control in Excel

  1. Open a blank Excel spreadsheet.

  2. Switch to the Data tab and click the Existing Connections button.

     

  3. In the window that opens, choose the query you’d like to run (e.g., Immunizations or Birth Control) from under the Connection files on this computer section and click the Open button.

     

  4. When you see this window, click the OK button.

     

  5. Give it time to load and then it will show you the data in a blue table on the spreadsheet.  The default is shows you all of the data from January 1, 2014 to the present day.

Filter the Data

  1. Click the down arrow in the Day column to open the following menu.

     

  2. Uncheck (Select All) and then check only the years that you want to see.  You can also click the + icons to open and filter even further by months or days.

  3. Once you have the date range you want to see, click the OK button and the table will show only your chosen days/months/years.

  4. Next, click the down arrow in the Comments column.

  5. Uncheck (Select All) and then check only the items that you want to see and then click the OK button.

  6. Check the Total Row option in the Table Tools Design tab to get the total number of rows auto-calculated at the bottom of the table.

     

  7. When you are done with the query, close the Excel spreadsheet and do not save it; you need to start from the beginning each time so that it pulls the most recent data.

  8. Repeat the above process to see the other query (e.g. Immunizations or Birth Control).