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Ridirect & Refresh data from access database
I have created a workbook where three sheets are from an access database
(Data/Import external data) (in Excel 2002 SP3), and a summary/lookup/filter page. I built this workbook on my notebook, working from a copy of the original database. Questions: 1. How can I transfer this to my accountant's computer and redirect the the database to the real one on the office network? 2. I see that Excel grabs the three tables and puts them in "My Data Sources" if I click "refresh Data". Will it just go to there? Or will it update from the database itself? 3. If it just updates from "May Data Sources" and that does not update automatically from the database, how can I update those tables from the database? |
Ridirect & Refresh data from access database
I'm not the best source on this but I'm wondering why export to Excel when
your data is in Access, it seems it would be easier to create a couple of queries, one or more to act as filters, something like (Monthly) (Quarterly) (YearEnd), and then create reports based on the results and submit those to your accountant. May I also suggest limiting your posts to 1 question each, I realize your questions are all related to one situation but I think posting parts of your question on the Access forum would fetch better results. "widman" wrote: I have created a workbook where three sheets are from an access database (Data/Import external data) (in Excel 2002 SP3), and a summary/lookup/filter page. I built this workbook on my notebook, working from a copy of the original database. Questions: 1. How can I transfer this to my accountant's computer and redirect the the database to the real one on the office network? 2. I see that Excel grabs the three tables and puts them in "My Data Sources" if I click "refresh Data". Will it just go to there? Or will it update from the database itself? 3. If it just updates from "May Data Sources" and that does not update automatically from the database, how can I update those tables from the database? |
Ridirect & Refresh data from access database
The reason for Excel is that the software is written in Access, but I do not
have the password of the version that it is written in, but it exports to an access database through a query, where I can at least filter to the month in question. Excel lets me insert those tables. and since I've been using Excel for close to 20 years, it is easier than learning access. My questions arrise from redirecting and updating that data. "Westaradg" wrote: I'm not the best source on this but I'm wondering why export to Excel when your data is in Access, it seems it would be easier to create a couple of queries, one or more to act as filters, something like (Monthly) (Quarterly) (YearEnd), and then create reports based on the results and submit those to your accountant. May I also suggest limiting your posts to 1 question each, I realize your questions are all related to one situation but I think posting parts of your question on the Access forum would fetch better results. "widman" wrote: I have created a workbook where three sheets are from an access database (Data/Import external data) (in Excel 2002 SP3), and a summary/lookup/filter page. I built this workbook on my notebook, working from a copy of the original database. Questions: 1. How can I transfer this to my accountant's computer and redirect the the database to the real one on the office network? 2. I see that Excel grabs the three tables and puts them in "My Data Sources" if I click "refresh Data". Will it just go to there? Or will it update from the database itself? 3. If it just updates from "May Data Sources" and that does not update automatically from the database, how can I update those tables from the database? |
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