About This Courseintermediate
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.
30 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!
Section 1 - Introduction: Inspect Tables And Demonstrate The Problem
Link To Database File
Inspect The Tables And Export A Query To Excel
How About Exporting A Report?
Access To Excel – Course Materials
Section 2 - Build The Data Table
Just Before We Start
Create The Data Table
Add Two More Columns To Our Table
Create Macro To Run The Queries And Test It
Section 3 - Put The Report Table In A Separate Database
Create The New Database And Import The Report Table
Link To The New Database And Test The Macro
Section 4 - Create Excel File And Link To Our Report Database
Create The Excel File And Link To The Data
Test The System And Remove A Potential Problem
Section 5 - Add A Second Report To Our Excel Spreadsheet
Add A Sheet To The Excel File For Customer Totals
Create Queries To Get The Report Dates And Add To Our Macro
Create The Customer Totals Table Using The Same Dates
Final Modifications To The Customer Totals Table
Add The Customer Totals Table To The External Database
Create An Excel Data Connection To The Customer Totals Table And Final Test
Section 6 - An Alternate Method For Linking All Tables At Once
Overview Of What We Will Accomplish
Link To New Access And Excel Files
Review Of Tables In The New Database
Section 7 - Build The New Data Tables In Access
Build A Query To Show The Top Ten Customers
Link Five Tables In A Query To Build The Order Summary Table
Add The New Queries To The Access Macro And Turn Off Warnings
Section 8 - Prep The Excel File And Link The New Data Tables
Edit The Sheet Headers And Date Formulas
Create The Data Connection From Excel To Access For Multiple Tables
Import All Four Of The Access Tables And Create Totals
Section 9 - Use Data Slices And Create A Pivot Table
Add Data Slicing To Our Order Summary Report
Create The Pivot Table And Learn How To Modify It
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
Save Excel File For Sending And Remove The Connection
Section 11 - Conclusion
Conclusion And A Reminder
Office 2003 Download Links
About The Instructor
BruceHello, 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 systems I have built for these companies are critical to the success of the business. My specialty is taking the needs of the business and translating them into a system that facilitates, rather than obstructs, what they are trying to do. I have also spent time as a full-time trainer providing group classes on the Microsoft Office programs. In my opinion, the computer industry as a whole is a colossal failure in helping businesses solve their problems. I listen carefully to the needs expressed by my clients and then deliver the simplest, most flexible solution possible. Over the years I have found that many of the techniques I have used enabled me to survive and thrive when many others have tried the computer programming business and failed. My goal is to show my students how to create systems that business will value and that will create long-term income.