This will walk through how to import a spreadsheet into SSMS to query against other Aptify tables.
Save your spreadsheet as a Microsoft Excel 97-2003 worksheet
Make note of the number of rows in your spreadsheet to match with the import.
Go to SSMS
Right click on Aptify > Tasks > Import Data…
A wizard will launch. You will see a welcome screen, click Next
Click the drop down for Data Source and select Microsoft Excel
Click the Browse button and navigate to you saved file (in Microsoft Excel 97-2003 version).
Select your file and click Open
Verify your excel version. Ensure the box is checked – your sheet should have a header row
Click Next
Click Destination and select Microsoft OLE DB Provider for SQL Server (it should be the last item in the drop down).
Verify your server name and database (nothing should need to be changed here).
Click Next
Leave the radio button on Copy data from one or more tables or views
Click Next
Rename your table in the Destination
Click within the brackets after [dbo] and rename your temporary table. Best practice is to name it beginning with TEMP.
You should not (in most cases) need to edit mappings.
Click Next.
Ensure the box is checked to Run immediately
Click Next
Click Finish
You will see the execution screen. Validate the number of rows transferred matches your count from your spreadsheet (excluding the header row).
If there is an error on the import you will be alerted here.
If your import is successful, click Close
In SSMS, right click on Aptify > Refresh
Click the plus to expand the Aptify tables (your import will be in the Tables not in the Views)
Scroll down to locate your newly imported table (typically under TEMP if that is how you named it).
Your table can now be used for queries and run joins against Aptify tables.
Once you are done querying your imported temporary table you can delete it if it is no longer needed.
Right click on your temporary table and select Delete
Double check that you are deleting the correct table, and ONLY a your temporary table.
Review the name closely. If it is correct, click OK
The table will delete and be removed from the table list.
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