Help - first time to attempt link
Can anyone direct me to a site or give some direction in linking an access
database with excel? I have attempted getting external data - creating a new database in excel - but all of my queries, tables, etc. are not being imported into excel! Thanks, JR |
Can you give us a better idea of what you are attempting to do?
Also mention which version of Office you are using, please. The most usual way of "linking" Excel and Access is to run queries in Excel (Data / Import External Data / New Database Query) to import selected information from an Access database into an Excel worksheet where it can be referenced using formulas (e.g. VLOOKUP) elsewhere in the worksheet. If you have information in Excel that you want to make available to the Access database you can create a table in Access that is linked to the Excel file (File / Get External Data / Link Tables), but I would not suggest using that as the long term way of dealing with your data - usually better to import it into Access and keep it there. Bill Manville MVP - Microsoft Excel, Oxford, England No email replies please - respond to newsgroup |
I have an Order Entry database. Once an order is shipped, I need to
forward all of the following: customer info, order info, ship to info, product info, order date, invoice date, ship date. I have a query that contains all of this information and it works fine in access; however, I need to email the query, some may have access, others not. Thus, I need to export access database query to excel. Going directly from access to excel (analyze with excel), the information flows through, but the format is "jumbled." I have to decrease size of rows and columns to make it legible. Then I need to protect some of the columns as the end user is to input information into several columns of the worksheet and email back to me. I then must bring that information "back" to access. As you can see, I really do not know which way to go with this. When I import database query to excel, I do not see all of my queries - in particular the one that I am needing. I was thinking a template might work, but if I cannot get all of my database to excel, it probably will not. I have windows XP and Excel 2000. Thanks you "Bill Manville" wrote in message ... Can you give us a better idea of what you are attempting to do? Also mention which version of Office you are using, please. The most usual way of "linking" Excel and Access is to run queries in Excel (Data / Import External Data / New Database Query) to import selected information from an Access database into an Excel worksheet where it can be referenced using formulas (e.g. VLOOKUP) elsewhere in the worksheet. If you have information in Excel that you want to make available to the Access database you can create a table in Access that is linked to the Excel file (File / Get External Data / Link Tables), but I would not suggest using that as the long term way of dealing with your data - usually better to import it into Access and keep it there. Bill Manville MVP - Microsoft Excel, Oxford, England No email replies please - respond to newsgroup |
A better solution might be a web page front end to your database that
the users could use directly to enter the required information. If you want to do it via Excel then I would use Data / Get External Data / New Database Query, and in MSQuery I would select * from the relevant query from the database. You could then run a macro to refresh the query and protect the data as necessary. Feeding data back to Access is not quite so straightforward. I would construct an INSERT INTO query and execute it via a DAO connection to the database. Bill Manville MVP - Microsoft Excel, Oxford, England No email replies please - respond to newsgroup |
I used Data/Get External Data/New Database Query, and all of my information
did not come over to excel. My tables did, and some of my queries; however, the query that I was particularly interested in in getting to excel did not. Instead, I am seeing MSsysqueries, etc. "Bill Manville" wrote in message ... A better solution might be a web page front end to your database that the users could use directly to enter the required information. If you want to do it via Excel then I would use Data / Get External Data / New Database Query, and in MSQuery I would select * from the relevant query from the database. You could then run a macro to refresh the query and protect the data as necessary. Feeding data back to Access is not quite so straightforward. I would construct an INSERT INTO query and execute it via a DAO connection to the database. Bill Manville MVP - Microsoft Excel, Oxford, England No email replies please - respond to newsgroup |
So what is different about the query that you wanted to see?
Bill Manville MVP - Microsoft Excel, Oxford, England No email replies please - respond to newsgroup |
Following is the query that I have in access that did not export to Get
External Data/New Database/MSQuery. Some of my queries (very small - 4-5 fields) did however. This is the query that I need to email on to others. I also attempted to create a template from one I analyzed with Office Links/Microsoft Excel, but I got errors saying my formula was wrong and all I was doing was putting in cells that had no formula; i.e. names, addresses. SELECT Orders.OrderDate, Contracts.ContractNum, Orders.PurchaseOrderNumber, Customers.CompanyName, Customers.BillingAddress, Customers.City, Customers.StateOrProvince, Customers.PostalCode, Orders.ShipName, Orders.ShipAddress, Orders.ShipCity, Orders.ShipStateOrProvince, Orders.ShipPostalCode, Orders.ShipCountry, [Order Details].LineItem, [Order Details].Quantity, Products.ProductCode, Products.ProductName, Customers.ControlNum, [Order Details].SerialNum, [Order Details].UnitPrice, [Order Details]!UnitPrice*[Order Details]!Quantity AS [Total Price], IIf([Total Price]=0,[Total Price],Null) AS [Amount Before Trade-In], IIf([Total Price]<0,[Total Price],Null) AS [Trade-In Amount], [Order Details].OrderID, Orders.ShipDate, [Order Details].OrderID, ([Amount Before Trade-In]*0.95) AS [Dealer 95%], 0.5*[Amount Before Trade-In] AS [SEC 5%], Dealer.DealerName, Dealer.ContactPerson, Dealer.City, Dealer.State, Dealer.UnitCode, Dealer.DealerNum, Dealer.DealerType, [DlvDlrJDInv] AS [JD Invoice #], [JDInv$] AS [JD Invoice Amount], Products.HandlingPct, [JD Invoice Amount]*Products!HandlingPct AS [Handling $] FROM (Dealer INNER JOIN (Customers INNER JOIN Orders ON Customers.CustomerID = Orders.CustomerID) ON Dealer.DealerID = Orders.DealerID) INNER JOIN ((Contracts INNER JOIN (SIN INNER JOIN Products ON SIN.SINID = Products.SINID) ON Contracts.ContractID = Products.ContractID) INNER JOIN [Order Details] ON Products.ProductID = [Order Details].ProductID) ON Orders.OrderID = [Order Details].OrderID; "Bill Manville" wrote in message ... So what is different about the query that you wanted to see? Bill Manville MVP - Microsoft Excel, Oxford, England No email replies please - respond to newsgroup |
I pasted your query into an Access database of mine.
Obviously it would not work as I don't have your tables, but it did appear in the list of available views in MSQuery (make sure you have Views selected in the Options dialog from the MSQuery wizard). It is unusual in my experience to use one field that you name in the query in the definition of another field and I wonder whether that might be a cause of a problem. I would have written it as SELECT Orders.OrderDate, Contracts.ContractNum, Orders.PurchaseOrderNumber, Customers.CompanyName, Customers.BillingAddress, Customers.City, Customers.StateOrProvince, Customers.PostalCode, Orders.ShipName, Orders.ShipAddress, Orders.ShipCity, Orders.ShipStateOrProvince, Orders.ShipPostalCode, Orders.ShipCountry, [Order Details].LineItem, [Order Details].Quantity, Products.ProductCode, Products.ProductName, Customers.ControlNum, [Order Details].SerialNum, [Order Details].UnitPrice, [Order Details]!UnitPrice*[Order Details]!Quantity AS [Total Price], IIf([Order Details]!UnitPrice*[Order Details]!Quantity=0,[Order Details]!UnitPrice*[Order Details]!Quantity,Null) AS [Amount Before Trade-In], IIf([Order Details]!UnitPrice*[Order Details]!Quantity<0,[Order Details]!UnitPrice*[Order Details]!Quantity,Null) AS [Trade-In Amount], [Order Details].OrderID, Orders.ShipDate, [Order Details].OrderID, (IIf([Order Details]!UnitPrice*[Order Details]!Quantity=0,[Order Details]!UnitPrice*[Order Details]!Quantity,Null)*0.95) AS [Dealer 95%], 0.5*IIf([Order Details]!UnitPrice*[Order Details]!Quantity=0,[Order Details]!UnitPrice*[Order Details]!Quantity,Null) AS [SEC 5%], Dealer.DealerName, Dealer.ContactPerson, Dealer.City, Dealer.State, Dealer.UnitCode, Dealer.DealerNum, Dealer.DealerType, [DlvDlrJDInv] AS [JD Invoice #], [JDInv$] AS [JD Invoice Amount], Products.HandlingPct, [JD Invoice Amount]*Products!HandlingPct AS [Handling $] FROM (Dealer INNER JOIN (Customers INNER JOIN Orders ON Customers.CustomerID = Orders.CustomerID) ON Dealer.DealerID = Orders.DealerID) INNER JOIN ((Contracts INNER JOIN (SIN INNER JOIN Products ON SIN.SINID = Products.SINID) ON Contracts.ContractID = Products.ContractID) INNER JOIN [Order Details] ON Products.ProductID = [Order Details].ProductID) ON Orders.OrderID = [Order Details].OrderID; Incidentally, I am surprised by the 0.5 in that query - should it not be 0.05? You can always reconstruct the query in MSQuery if you are having trouble accessing its Access definition. Bill Manville MVP - Microsoft Excel, Oxford, England No email replies please - respond to newsgroup |
I pasted your SQL query in place of mine. It would not run because of
error - "improper bracketing of John Deere Invoice". Thanks JR "Bill Manville" wrote in message ... I pasted your query into an Access database of mine. Obviously it would not work as I don't have your tables, but it did appear in the list of available views in MSQuery (make sure you have Views selected in the Options dialog from the MSQuery wizard). It is unusual in my experience to use one field that you name in the query in the definition of another field and I wonder whether that might be a cause of a problem. I would have written it as SELECT Orders.OrderDate, Contracts.ContractNum, Orders.PurchaseOrderNumber, Customers.CompanyName, Customers.BillingAddress, Customers.City, Customers.StateOrProvince, Customers.PostalCode, Orders.ShipName, Orders.ShipAddress, Orders.ShipCity, Orders.ShipStateOrProvince, Orders.ShipPostalCode, Orders.ShipCountry, [Order Details].LineItem, [Order Details].Quantity, Products.ProductCode, Products.ProductName, Customers.ControlNum, [Order Details].SerialNum, [Order Details].UnitPrice, [Order Details]!UnitPrice*[Order Details]!Quantity AS [Total Price], IIf([Order Details]!UnitPrice*[Order Details]!Quantity=0,[Order Details]!UnitPrice*[Order Details]!Quantity,Null) AS [Amount Before Trade-In], IIf([Order Details]!UnitPrice*[Order Details]!Quantity<0,[Order Details]!UnitPrice*[Order Details]!Quantity,Null) AS [Trade-In Amount], [Order Details].OrderID, Orders.ShipDate, [Order Details].OrderID, (IIf([Order Details]!UnitPrice*[Order Details]!Quantity=0,[Order Details]!UnitPrice*[Order Details]!Quantity,Null)*0.95) AS [Dealer 95%], 0.5*IIf([Order Details]!UnitPrice*[Order Details]!Quantity=0,[Order Details]!UnitPrice*[Order Details]!Quantity,Null) AS [SEC 5%], Dealer.DealerName, Dealer.ContactPerson, Dealer.City, Dealer.State, Dealer.UnitCode, Dealer.DealerNum, Dealer.DealerType, [DlvDlrJDInv] AS [JD Invoice #], [JDInv$] AS [JD Invoice Amount], Products.HandlingPct, [JD Invoice Amount]*Products!HandlingPct AS [Handling $] FROM (Dealer INNER JOIN (Customers INNER JOIN Orders ON Customers.CustomerID = Orders.CustomerID) ON Dealer.DealerID = Orders.DealerID) INNER JOIN ((Contracts INNER JOIN (SIN INNER JOIN Products ON SIN.SINID = Products.SINID) ON Contracts.ContractID = Products.ContractID) INNER JOIN [Order Details] ON Products.ProductID = [Order Details].ProductID) ON Orders.OrderID = [Order Details].OrderID; Incidentally, I am surprised by the 0.5 in that query - should it not be 0.05? You can always reconstruct the query in MSQuery if you are having trouble accessing its Access definition. Bill Manville MVP - Microsoft Excel, Oxford, England No email replies please - respond to newsgroup |
Jwrnana wrote:
I pasted your SQL query in place of mine. It would not run because of error - "improper bracketing of John Deere Invoice". OK. Probably not an accurate transcription of the error, but there are 2 reasons why what I sent might not work: a) line breaks inserted in the forum message b) I didn't spot some instances of fields defined in the output list being used in other output fields, e.g. [JD Invoice Amount] Bill Manville MVP - Microsoft Excel, Oxford, England No email replies please - respond to newsgroup |
All times are GMT +1. The time now is 10:52 AM. |
Powered by vBulletin® Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.
ExcelBanter.com