Using a macro to refresh Investran OLE DB reports using specific parameters

[hutch27]

Hello all,

I work as a fund accountant in the private equity industry and we rely heavily on Investran OLE DB reports for financial data. To best ask my question I think I should give a scenario:

Sheet 1 - Main tab

• Cell A1: Fund name (from a dropdown menu)
• Cell A2: End Date
• Cell A3: Start Date

Sheet 2 - Data Tab

• This tab will have formulas that link to Sheet 3 & 4

Sheet 3 - Driver #1 : Investran OLE DB Report with the following parameters

• Fund Name

Sheet 4 - Driver #2 : Investran OLE DB Report with the following parameters

• Fund Name
• End Date
• Start Date

My question is: How can I create a macro that with the press of a button, automatically refreshes Sheet 3 & 4 (Investran OLE DB Reports) using the parameters in sheet 1 (main tab). I've been able to create a macro that will refresh the entire workbook, however, I still need to manually enter the parameters on sheet 3 & 4.

Any help would be appreciated.

Thank you.

 

[hutch27]

Bumping this topic

 

[Excel_GP]

Hey @hutch27, I was wondering if you ever found a solution to using a macro refresh Investran OLEDB reports using specific parameters. I'm currently trying to set up something similar.

 

[hutch27]

Hey @hutch27, I was wondering if you ever found a solution to using a macro refresh Investran OLEDB reports using specific parameters. I'm currently trying to set up something similar.

Yes, but the macro depends on what version of investran you are using.

 

[Excel_GP]

That's great. Would you mind sharing, so I can see if I can back into it? I think I have the bones set up, I'm just looking for the section to update the specific parameters.

 

[Petyofi]

That's great. Would you mind sharing, so I can see if I can back into it? I think I have the bones set up, I'm just looking for the section to update the specific parameters.

Hi, did you figure it out? Could you please share what you already have and we can try to fix the rest?

Thank you

 

[Excel_GP]

I wanted to follow-up on this thread and see if anyone had a solution. Thanks!

 

[Excel_GP]

Hey @hutch27, I was wondering if you ever found a solution to using a macro refresh Investran OLEDB reports using specific parameters. I'm currently trying to set up something similar.