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?

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?

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?