SQL 2 Excel Pro - Scheduler PDF Print E-mail

scheduler_01


The Scheduler in SQL 2 Excel Pro allows you to define tasks that will be automatically excuted at given times / intervals:

  • Send emails with attached Excel Spreadsheets. Deliver reports to managers, sales updates etc automatically.
  • Send emails with links to your Excel reports
  • Dynamically get the TO, CC and BCC email addresses using SQL queries (or specify them statically )
  • Update the cached version of a specific or all reports.
  • Run your custom SQL script on a schedule. The SQL can cleanup old records, delete user accounts for users who never have logged in etc etc.

You can schedule these tasks:

  • Hourly
  • Daily
  • Weekly
  • Monthly
  • Yearly
  • ..or define your own custom rule new

Some screenshots of the scheduler interface in SQL 2 Excel can be found below. Please click on the thumbnails to see high resolution images.

sql2excelpro_schedules
Pic 1 - List of schedules

 

sql2excelpro_schedule_details
Pic 2 - Schedule Edit Interface


Email with Links to Workbooks

When you use the Scheduler to send emails with links to the Workbooks you can use a substitution variable, {LINKS}, inside your email body to place the link(s) where you want it. Here's a sample HTML email:

Email Body:

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<html>
<h1>Daily Reports</h1>
<p>Daily status reports:</p>
<p>{LINKS}</p>
<p>Other useful links:</p>
<ul>
<li><a href="/xxxx">Order Status</a></li>
<li><a href="/yyy">Production Status</a></li>
</ul>
</html>



The {LINKS} variable will be replaced with the actual hyperlinks.

 

If the {LINKS} variable is NOT found in the body of the email then the links will be added at the end.

Email with attached Spreadsheets

You can send emails with attached spreasdsheets. You can choose to attach the Excel files directly, or compress them with ZIP to save bandwidth.

Rule Based Execution

You can define a SQL query which checks things in your database, how many new users you've got, twhich day of the week or what the time of day is etc etc.  The scheduled action will only be performed if this rule is fulfilled. There are endless possibilities what you can use this for. Only your imagination limits you.

scheduler_runif_02


scheduler_runif_01

 

Comments (9)add comment

jcloe said:

admin
...
This feature alone is worth the price - 5 times!!
 
June 17, 2010
Votes: +0

Calagan said:

0
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Hi,"•Send emails with attached Excel Spreadsheets." does it mean that you can schedule a query (in a worksheet) to be executed every month and receive the result of the query by mail ?
Thanks
 
July 09, 2010
Votes: +0

Mats @ Joomla-R-Us.com said:

admin
...
@Calagan: Yes, you can define a schedule to send an email with an attached Workbook (containing one or more Worksheets). The schedule can be setup so that the email goes out monthy, weekly, daily, or even any custom interval. When the schedule is triggered, the Worksheets are generated dynamically from the SQL queries and the resulting Workbook is attached to an email that is sent to the specified recipient(s).

-mats
 
July 09, 2010
Votes: +0

Ernie de said:

0
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How do you specifiy which emails a particular scheduler item is to use to send out the emails?
 
July 24, 2010
Votes: +0

Ernie de said:

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GREAT tool, btw....

Do you have an example available to show how you would have the Scheduler run an SQL Query to gather a list of emails to send the report/link/whatever to?
 
July 24, 2010
Votes: +0

Mats @ Joomla-R-Us said:

admin
...
@Ernie de: In SQL 2 Excel Pro you can one or more schedules which can perform tasks such as send an email with/without Excel attachment. Which email(s) that you send the email to can be hardcoded, or it can be specified using a SQL query. I don't have any examples, but it's as simple as typing a SQL query which returns a list of email addresses into the TO, CC, BCC fields.

For example:

TO: SELECT email FROM jos_users WHERE created < DATE_SUB( NOW(),INTERVAL 1 MONTH)
 
July 24, 2010
Votes: +0

Richard Southern said:

0
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Hi,

I have set up a schedule job but it never seems to run, someone said I would need to set up a Cron job to enable this to work.
Is this correct or should your scheduler run the job once setup.

Thanks in advance
Richard
 
November 28, 2010
Votes: +0

Richard Southern said:

0
...
Hi,

I have set up a schedule job but it never seems to run, someone said I would need to set up a Cron job to enable this to work.
Is this correct or should your scheduler run the job once setup.

Thanks in advance
Richard
 
November 28, 2010
Votes: +0

Mats @ Joomla-R-Us said:

admin
...
@Richard Southern: You do need to trigger the schedule handler with a cron job in order for it to work automatically.

More info:

Using the Scheduler
http://support.joomla-r-us.com...-scheduler

SQL 2 Excel Pro Support Forum
http://support.joomla-r-us.com...at&catid=5

-Mats
 
November 28, 2010
Votes: +0

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