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Access To Excel: Instant Excel Reports And Excel Pivot Tables
5.0( 2 REVIEWS )
2h 5m

This course is designed for those interested to learn about how to link Access tables to Excel spreadsheets.

Read more.
Course Skill Level
Time Estimate
2h 5m


Hello, my name is Bruce. I am a self-employed Access programmer and general computer consultant to small and medium-sized businesses. I got into programming because I was tired of all the jargon most programmers use and how they don't seem to care about business. "Technology is great but I've always been more interested in how it can be used to make companies more profitable." - Bruce I live in Portland, Oregon and have many long-term relationships with local businesses. Many of the sy

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About This Course

Who this course is for:

  • Excel users
  • Data analysts
  • People planning to learn about Excel

What you’ll learn: 

  • Link Access to Excel
  • Learn an alternative method for linking Excel to creation of data slice tables
  • Helpful if you have to recreate a report for some past time period


  • No prior knowledge is required to take this course

Software version used in the course:

  • Microsoft Excel and Access

Learn How to Link Access Tables to Excel Spreadsheets, then Update the Data Instantly!

This course shows you how to link Access to Excel so you can run a query for any time period and have it instantly update when you refresh ALL of your linked data in multiple Excel sheets. Using the techniques from this course will save you hours of time every time you create your reports!

Course content also covers an alternate method for linking to Excel and creation of Data Slice Tables and a Pivot Table in Excel. FIVE reports in the Excel file and they can all be updated from Access in a matter of seconds!

The method uses queries and macros, but NO PROGRAMMING, so anyone with just a very basic knowledge of Access and Excel can easily accomplish all the tasks in the course.

  • Videos show you every step from the initial Access tables to finished Excel report!
  • There is no fluff!

Think of how much time this will save you! Any reports you do on a regular basis can be setup with this method and you can save many hours every month!

This is especially helpful if you have to recreate a report for some past time period. Since Access can hold many years of data, you can recreate monthly reports for any time period – instantly!

And remember – you don’t have to know anything more than the bare basics of Access and Excel to learn how to instantly send data from Access to Excel!

Our Promise to You

By the end of this course, you will learn how to link Access tables to Excel spreadsheets.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and develop your Access to Excel skills!

Course Curriculum

Section 1 - Introduction: Inspect Tables And Demonstrate The Problem
Introduction 00:00:00
Link To Database File 00:00:00
Inspect The Tables And Export A Query To Excel 00:00:00
How About Exporting A Report? 00:00:00
Access To Excel – Course Materials 00:00:00
Section 2 - Build The Data Table
Just Before We Start 00:00:00
Create The Data Table 00:00:00
Add Two More Columns To Our Table 00:00:00
Create Macro To Run The Queries And Test It 00:00:00
Section 3 - Put The Report Table In A Separate Database
Create The New Database And Import The Report Table 00:00:00
Link To The New Database And Test The Macro 00:00:00
Section 4 - Create Excel File And Link To Our Report Database
Create The Excel File And Link To The Data 00:00:00
Test The System And Remove A Potential Problem 00:00:00
Section 5 - Add A Second Report To Our Excel Spreadsheet
Add A Sheet To The Excel File For Customer Totals 00:00:00
Create Queries To Get The Report Dates And Add To Our Macro 00:00:00
Create The Customer Totals Table Using The Same Dates 00:00:00
Final Modifications To The Customer Totals Table 00:00:00
Add The Customer Totals Table To The External Database 00:00:00
Create An Excel Data Connection To The Customer Totals Table And Final Test 00:00:00
Section 6 - An Alternate Method For Linking All Tables At Once
Overview Of What We Will Accomplish 00:00:00
Link To New Access And Excel Files 00:00:00
Review Of Tables In The New Database 00:00:00
Section 7 - Build The New Data Tables In Access
Build A Query To Show The Top Ten Customers 00:00:00
Link Five Tables In A Query To Build The Order Summary Table 00:00:00
Add The New Queries To The Access Macro And Turn Off Warnings 00:00:00
Section 8 - Prep The Excel File And Link The New Data Tables
Edit The Sheet Headers And Date Formulas 00:00:00
Create The Data Connection From Excel To Access For Multiple Tables 00:00:00
Import All Four Of The Access Tables And Create Totals 00:00:00
Section 9 - Use Data Slices And Create A Pivot Table
Add Data Slicing To Our Order Summary Report 00:00:00
Create The Pivot Table And Learn How To Modify It 00:00:00
Section 10 - Test The Instant Data Update From Access And Prep Excel File For Distribution
Modify The Order Summary Query And Test The Data Update 00:00:00
Save Excel File For Sending And Remove The Connection 00:00:00
Section 11 - Conclusion
Conclusion And A Reminder 00:00:00
Office 2003 Download Links 00:00:00

Course Review


2 Ratings
  1. Anonymous
    Jennifer Eggleton March 5, 2022 at 18:54 PM

    Very Well Done


    Easy to follow along with and understand. Provided details and explanations as to why things were done. Even though I was using a more modern version of Excel I was able to figure out how to do everything despite some difference. Enjoyed this!

  2. Anonymous

    Excellent and Efficient Instruction!


    Bruce demonstrates a very unique ability to simplify some very complex and complicated tasks. I have completed a couple of his courses on Access and have found his technique easy to understand and very valuable to my skillset. I have taught myself to use Access over the past 10 years and was using a whole lot of programming code developing Access programs for several different departments at the agency where I am employed. The current department I work in uses Excel for all our reports so this course was extremely beneficial for me and has taught me new and efficient ways to combine the use of Access with Excel. Bruce has introduced me to several simplified and powerful techniques that will tremendously reduce the amount of coding I have been doing all these years and will have a profound impact on my career. I look forward to completing more courses and I highly recommend any course Bruce has to offer. You will not be disappointed and will learn new tricks and techniques that are beneficial to any business.