Access To Excel: Instant Excel Reports And Excel Pivot Tables

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

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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!

Course Curriculum

Course Sections

Introduction

Link To Database File

Inspect The Tables And Export A Query To Excel

How About Exporting A Report?

Access To Excel – Course Materials

Just Before We Start

Create The Data Table

Add Two More Columns To Our Table

Create Macro To Run The Queries And Test It

Create The New Database And Import The Report Table

Link To The New Database And Test The Macro

Create The Excel File And Link To The Data

Test The System And Remove A Potential Problem

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

Overview Of What We Will Accomplish

Link To New Access And Excel Files

Review Of Tables In The New Database

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

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

Add Data Slicing To Our Order Summary Report

Create The Pivot Table And Learn How To Modify It

Modify The Order Summary Query And Test The Data Update

Save Excel File For Sending And Remove The Connection

Conclusion And A Reminder

Office 2003 Download Links

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About The Instructor

Bruce

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 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.