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#1
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Greetings Folks,
I have a problem. I need to take a text delimited file from Access and import it into Excel. Then parse out the information via the Owner to separate worksheets and make the name of the sheet the Owners name then email the sheet from Excel. Can anybody help? Example of my Text File: Company Owner Phone Number Quest Jim Smith 555-5555 Quest Jim Smith 555-5555 Pacific Jane Doe 555-5555 Pacific Jane Doe 555-5555 Eastern Joe Blow 555-5555 Eastern Joe Blow 555-5555 What I need is to sort by owner and make separate worksheets with just that owners information. In this case I would need three worksheets one for Jim, one for Jane, and one for Joe. Then at the bottom of the sheet where it says "Sheet1" I want to have the Owner's name like Sheet 1 - Jim Smith and Sheet 2 - Jane Doe and Sheet 3 - Joe Blow. Then email the each worksheet to the owner. Could anybody help me with this? |
#2
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Hello Kim.
Is the data in the database in seperate fields? If so, can you set up a query to grab all of the pertinent information for your owners? If you can, then you can use ADO library or the even Excel Query function to import that data into your Excel sheet relatively easily. From there, you should be able to set a macro for formatting the sheet as necessary and can mail it with outlook using ADO. I found a pretty good code for this under the group search string "VBA Code to send email with attachments". Good luck If you need help with the ADO or Excel query reply. I'll check. |
#3
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Thanks so much Glen. Yes I will need help with the both the ADO for
Outlook and the Excel Query. And to answer your question yes they are in separate fields. Kim |
#4
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That makes it great. Go ahead and set up a query to grab the data you
want for each owner using access first. Then, in excel, go to DataImport External DataNew Database Query. From there you can select Access as your database type and then find your new query in the drop down list it provides. Select all of the fields you want to import to Excel. Click next through all of the pop up menus that appear according to any filters you may want to apply and then have Excel Query drop the data into your spreadsheet. It is just that easy. If you want to create the code for it in Excel, you can have Excel record the whole process and write the macro for you so you can call that macro another time. Are you going to generate these files from Access or Excel? |
#5
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Cool I'm on my way to do that. Yes I will be generating the files in
Excel. |
#6
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Alright. How familiar are you with VBA macros in excel? You can clean
them up a lot if you are recording them and I don't know if you need help formatting the sheets. Also, it won't matter so much how you set the Access query up, but the imported data to excel will enter the cells in the order the data was selected so be mindful when selecting the fields at Get External DataNew Database Query. You can change the order later, but it is cumbersome. |
#7
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Kim,
I don't want to leave you hangin but I get off of work in 5 minutes so i won;t be responding to any more posts until Monday morning. I am sure if you need help there are great people at this site that will be more than willing to assist you. They always help me. Otherwise, I will check this post on Monday morning and help if I can. Have a great weekend. |
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