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Extract info from the i5 into an Excel database file

One Search400.com member writes, "I am the sales/marketing manager for a telephone company. We use an i5 system. How can I extract information from the i5 into an Excel database file? I need customer mailing information for direct mailers, and I would like to filter out certain customers with existing services, etc. DB2 expert Kent Milligan offers some advice.

I am the sales/marketing manager for a telephone company. We use an i5 system. How do I extract information from the i5 into an Excel database file? I need customer mailing information for direct mailers, and I would like to filter out certain customers with existing services, etc.
iSeries Access has an Excel Add-In that provides data transfer support. During iSeries Access installation process, install the following components:

Data Transfer Base Support and Data Transfer Excel Add-In (Under Data Access - Data Transfer)

Once installed, activate the iSeries Access Data Transfer feature add-in:

1. Open Excel worksheet

2. Select Add-Ins from the Tools pull-down menu.

3. Select the iSeries Access Data Transfer feature

To set up an SQL statement that returns data to the worksheet:

1. From the pull-down menu "Data", select "Transfer Data from iSeries"

2. From Transfer Request dialog window, select "Create New"

3. Specify the iSeries system name

4. On next dialog window, specify the library/file name

5. On next dialog window, press the "Properties" button

6. Select the "SQL" tab

7. Select the option "Process Select as native SQL" and Press OK

8. Press the "Data Options" button

9. From the "Change SQL Select Options" dialog window, enter your SQL statement and press OK

10. Press Next

11. If you want to save this definition so you can run it again later, specify a file name with the .DTF extension

12. Press Finish

The results of your query should be returned to the active worksheet.

Excel also has some data transfer features that allow you access iSeries data using ODBC drivers to access the system. If you want to play around with those, here's how to get started:

1. From the pull-down menu "Data", select "Import External Data" -> "New Database Query"

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