Excel Template To Import Into Access
Feb 5, 2006
Hello All,
I thought i would ask this question an how to import data from excel into access.
I am using sage to invoice clients and i can output this in to excel format then i would like the best and simplest way to pull the data though into access.
The data file has column headings at the first row ie A1 though to J1 and after this is the data, i have a table setup with the relivent table names, I had thought how easy this would be, but as always this was not the case.
The outputed excel sheet will vary in location so i think i need a diolog box to select the file and then some how link it to extract the data, is this right and if so how can it be achived.
Any thoughts
Alastair
UPDATE
**************************************Resolved Thanks to Pat Hartman *************************
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Jul 20, 2015
I have a few problems and I want them to be able to be done from switchboard:
1. Is there a way for me to export a particular report (after selecting it) to a closed excel template, that is formatted? It would open the excel template (that has a logo and column headings), export data to below the column headings, then save the file with a unique name?
2. Also, a way to import data from an excel file, after allowing the user to select file? Only data below the column headings mentioned above. Same data will be appended to existing table.
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Oct 11, 2005
Hello, I am here back in the forum because would like some help to define a code.
Meloncolly has already helped me but I think that I have mixed up two pieces of code and cannot find the solution.
I need to export my access data to a document in excel.
I will select the recorset of the data to export, using a combo box on a form named MENU.
The excel file is a template named MASTER. Before the recorset is copied, I need to make a copy of the template via code. The copy will be the document into which copy the data. Once the data is copies, I would like an input box asking users if they would like to save the new excel file and be able to name it with the name they will type in the input box.
My last problem is that the database is used by 20 users and what happens if are all exporting to the template? Will this automatically name itselft, MASTER1, MASTER 2, etc?
This is the code that I am using and tried to put together. It does copy the data into master 1 but leaves the template opened. It also tells me that there is something missing.
THanks:
Private Sub ExportToExcel_Click()
Dim myid
Dim obj As Object
Set obj = GetObject("C: estMaster.xls")
'Dim mypath
obj.Application.Visible = True
obj.Windows(1).Visible = True
obj.Application.ScreenUpdating = False
myid = Me.[MyCombo]
'grab the three field values from the table
Dim mySSN, myFirstname, myLname
mySSN = DLookup("[WESSN]", "[MASTER]", "[id]=" & myid)
myFirstname = DLookup("[WEFN]", "[MASTER]", "[ID]=" & myid)
myLname = DLookup("[WELN]", "[MASTER]", "[ID]=" & myid)
'open excel and the required file
Dim appXL3 As Excel.Application
Dim blnStartXL3 As Boolean
On Error Resume Next
' Check if Excel is already running
Set appXL3 = GetObject(, "Excel.Application")
If appXL3 Is Nothing Then
blnStartXL3 = True
'Else
' We have to start Excel ourselves
Set appXL3 = CreateObject("Excel.Application")
If appXL3 Is Nothing Then
MsgBox "Can't start Excel", vbExclamation
GoTo exit_handler
End If
End If
With appXL3
'.Visible = True
On Error GoTo Err_Handler
'open the excel file
'mypath = "C: estMaster.xls"
'.Workbooks.Open mypath
.ActiveWorkbook.SaveAs "c: estMaster1.xls"
.Sheets("Data").Select
'enter variable values into cells
.Range("B6") = mySSN
.Range("B3") = myFirstname
.Range("B5") = myLname
'do some other stuff
'save the workbook
.ActiveWorkbook.Save
'close it too
.ActiveWorkbook.Close
.ActiveWorkbook.Close
'exit and tidy up
exit_handler:
On Error Resume Next
If blnStartXL3 = True Then
'We must quit Excel
appXL3.Quit
End If
Set appXL3 = Nothing
Exit Sub
Err_Handler:
MsgBox Err.Description, vbExclamation
DoCmd.SetWarnings True
Resume exit_handler
MsgBox "The tables have been successfully exported to " & txtExportFile & "."
Exit Sub
End With
End Sub
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Apr 30, 2013
What I have now is an excel template (with ~12 worksheets) that many regional offices use to enter in some lease data, from which the excel sheet creates a rental schedule and does a whole ton of calculations on that data. Some are NPV calculations, some are yields etc etc.Eventually, I would like to:
1) Enable users to fill out one of these templates, and save the data to the database (Just the inputs? All the data? My reading suggests just the inputs)
2) Use the database to produce one of these templates for any lease in our system (shouldn't be hard, from what I've read)
3) Sum up calculations from this template for many records (eg. if a tenant has many leases, what is the NPV of all of those leases, or what is the total NPV for all tenants)
I have the inputs (from Access) I will have no problem using them in the excel version, but does it make sense to use Access given that I may need to somehow be switching back and forth to get the info I want for my various reports? I am very comfortable writing macros in VBA for excel, so if that's the solution, that is no problem. I assume what I need for #1 and #2 is a macro to arrange the inputs from the excel sheet into a format that can easily be dropped into access tables and vice versa.
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Nov 24, 2014
How much formatting can be done to a report from Access into Excel? I am trying to (or will be in the next day or so) to create a report to export data and I would like it presented in a specific format. This is hopefully to replace a spreadsheet where someone currently has to collate and re-type a load of info that has already been typed into various other spreadsheets.
Access is going to happily cope with all of those users entering their data to a table, and I would like to be able to output that data to something similar to the end result now? Is there a way to have an Excel template file and simply direct Access what to put in which cell?
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Jun 20, 2015
How to open a pre filled excel template in read and write mode from msaccess vba and insert data from msaccess tables into specific columns in excel.
Rename the tabs in excel sheet based on a specific column in the access data.
Each row in the table will go to a seperate tab in excel.
Save the excel template after populating the necessary data into different tabs.
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Sep 10, 2007
I searched the archive and didn't find quite what I was looking for, so..
I have an Excel 2003 spreadsheet work-in-progress being used as a template (developed by others) to prepare project cost estimates in a complex regulatory environment. We are 'modelling on the fly' for a number of projects until we are comfortable with the estimate model, after which time I intend to incorporate our 'stable' estimate methodology into Access. Meanwhile, I am 'stuck' with the Excel spreadsheet.
I have a project tracking database (Access 2003), and I want to be able to track my estimates. I do NOT want to embed my spreadsheets into the db, just a filelink. There can be more than 1 estimate per project.
Ideally, the user should be able to define a project in the Access db (or select one already defined) and click a 'make estimate' button, which would generate a new Excel file in a predefined directory (based on the present version of the .xlt file), give it an appropriate filename (based on the Access ProjectID and estimate sequence number for that project if there were others already), open up that workbook in Excel, and then autopopulate some cells based on information showing on the original form in Access!
A separate button for 'Open existing estimate' will eventually be required, but I think I could do that if I can get someone to walk me through the steps required above.
I am somewhat familiar with vba in Access, but am an absolute rookie when it comes to excel.
Edit: I left out that I would also add an appropriate record to a table like tblEstimate which would contain the link(s) to the estimate(s). This table will obviously contain a FK to tblProject
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Nov 5, 2013
I am about to start creating a db where the client wants me to afterwards make a template which at the click of a button in a form they will be able to select that file and it will directly import it into the correct fields i set it to.
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Mar 11, 2008
I Cannot import excel data to an access table .The type is the same.The colums are the same number.No duplicate values exist in the colum that is primary key.
WHYYYYYY?
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Sep 2, 2005
:confused: Hi all - hope someone can help I dont know where to start.
I've got a cmd button that imports data from a excel sheet - that actual code is working fine, however when it runs it causes Access to freeze.
The data in imported correctly - so it must complete the process but Access locks up and has to be ended via task manager.
Any one got any clues why this is happening and how I can stop it?
This is an Access 97 database running mainly on NT and 2000
Private Sub LoadActualsDataButton_Click() On Error GoTo Err_LoadActualsDataButton_Click
' This procedure performs a two file match between the Actuals table (the Master file) and ' The Actuals spreadsheet file (the Transaction file).
'
' Keys : Study Code|Work Package|Period
'
' If the Master key < Transaction key then
' Read the next Master record.
' If the Transaction key > Master key then
' Add the transaction record to the Master file
' Read the next Transaction record.
' If the Master key = Transaction key then
' Update the value on the Master record with the value on the Transaction record
' Read the next Master Record
' Read the next Transaction record.
'
' End of File processing
' At End of File on the Master file, set the Master key to "ZZZZZZ"
' At End of File on the Transaction file, set the Transaction key to "ZZZZZZ"
' Continue processing until both keys are equal to "ZZZZZZ"
Dim MyDB As Database, MySQL As String, MySet As Recordset Dim appExcel As Excel.application Dim MyFiles As String Dim MasterKey As String, TransactionKey As String
Set MyDB = CurrentDb()
Set appExcel = CreateObject("Excel.Application")
' Set up the transaction file (Actual Data Spreadsheet)
MyFiles = appExcel.GetOpenFilename("Excel Files(*.xls),*.xls", , "Open Actuals Spreadsheet") If MyFiles = "False" Then Exit Sub
appExcel.Workbooks.Open FileName:=MyFiles, ReadOnly:=True appExcel.Visible = False
' Check that this is a genuine Actual spreadsheet On Error Resume Next Let Err.Number = 0 appExcel.Sheets("Sheet1").Range("B1").Select
If Err.Number = 9 Then
MsgBox "This is not a valid Actuals Spreadsheet."
appExcel.Quit
Exit Sub
End If
If appExcel.ActiveCell <> " Extracted Actuals Data" Then
MsgBox "This is not a valid Actuals Spreadsheet."
appExcel.Quit
Exit Sub
Else
appExcel.ActiveCell.OffSet(1, 0).Range("A1").Select
TransactionKey = appExcel.ActiveCell.OffSet & appExcel.ActiveCell.OffSet(0, 1) & appExcel.ActiveCell.OffSet(0, 2) End If appExcel.Visible = True
' Set up the Master File (Actual Table)
MySQL = "SELECT Actuals.[Study Code], Actuals.[TBCS Code], Actuals.[Year/Month], Actuals.Actual "
MySQL = MySQL + "From Actuals "
MySQL = MySQL + "ORDER BY Actuals.[Study Code], Actuals.[TBCS Code], Actuals.[Year/Month]; "
Set MySet = MyDB.OpenRecordset(MySQL)
If MySet.EOF Then
MasterKey = "ZZZZZZ"
Else
MasterKey = MySet![Study Code] & MySet![TBCS Code] & MySet![Year/Month] End If
Do Until TransactionKey = "ZZZZZZ"
If MasterKey < TransactionKey Then
' Read the next master record
MySet.MoveNext
MasterKey = MySet![Study Code] & MySet![TBCS Code] & MySet![Year/Month]
GoTo Next_Loop
End If
If MasterKey > TransactionKey Then
' Add a new record from the Transaction to the Master
MySet.AddNew
MySet![Study Code] = appExcel.ActiveCell
MySet![TBCS Code] = appExcel.ActiveCell.OffSet(0, 1)
MySet![Year/Month] = appExcel.ActiveCell.OffSet(0, 2)
MySet!Actual = appExcel.ActiveCell.OffSet(0, 4)
MySet.Update
' MySet.Requery
appExcel.ActiveCell.OffSet(1, 0).Range("A1").Select
TransactionKey = appExcel.ActiveCell.OffSet & appExcel.ActiveCell.OffSet(0, 1) & appExcel.ActiveCell.OffSet(0, 2)
GoTo Next_Loop
End If
' Keys are equal so update the Master with the Transaction value
MySet.Edit
MySet!Actual = appExcel.ActiveCell.OffSet(0, 4)
MySet.Update
' GoTo Next_Loop
appExcel.ActiveCell.OffSet(1, 0).Range("A1").Select
TransactionKey = appExcel.ActiveCell.OffSet & appExcel.ActiveCell.OffSet(0, 1) & appExcel.ActiveCell.OffSet(0, 2)
MySet.MoveNext
MasterKey = MySet![Study Code] & MySet![TBCS Code] & MySet![Year/Month]
Next_Loop:
Loop
Exit_LoadActualsDataButton_Click:
Exit Sub
Err_LoadActualsDataButton_Click:
MsgBox "An has occured." & vbCrLf & vbCrLf & _
"Error number: " & Err.Number & vbCrLf & vbCrLf & _
"Description: " & Err.Description
Resume Exit_LoadActualsDataButton_Click
' = Mid(ActiveCell, 1, (Len(ActiveCell) - 1)))
End Sub
Private Sub MainMenuButton_Click()
On Error GoTo Err_MainMenuButton_Click
Dim stDocName As String
Dim stLinkCriteria As String
stDocName = "Main_Menu"
DoCmd.OpenForm stDocName, , , stLinkCriteria
Exit_MainMenuButton_Click:
Exit Sub
Err_MainMenuButton_Click:
MsgBox Err.Description
Resume Exit_MainMenuButton_Click
End Sub
Private Sub MaintainContactTableButton_Click()
On Error GoTo Err_MaintainContactTableButton_Click
Dim stDocName As String
Dim stLinkCriteria As String
stDocName = "frmBDTSContactsMaintenance"
DoCmd.OpenForm stDocName, , , stLinkCriteria
Exit_MaintainContactTableButton_Click:
Exit Sub
Err_MaintainContactTableButton_Click:
MsgBox Err.Description
Resume Exit_MaintainContactTableButton_Click
End Sub
Private Sub MaintainersNBTUsersButton_Click() On Error GoTo Err_MaintainersNBTUsersButton_Click
Dim stDocName As String
Dim stLinkCriteria As String
stDocName = "frmBDTSMaintainNBTUsers"
DoCmd.OpenForm stDocName, , , stLinkCriteria
Exit_MaintainersNBTUsersButton_Click:
Exit Sub
Err_MaintainersNBTUsersButton_Click:
MsgBox Err.Description
Resume Exit_MaintainersNBTUsersButton_Click
End Sub
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Sep 7, 2005
Hello All
is there a way (i guess using VBA) to import an excel spreadsheet into an access table without having to go through the wizards, if you know all the field names and other variables ??
Yours in anticipation
DJS
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Dec 13, 2007
Hi All,
I'm having a Excel Sheet With first column which has numeric data for first 70 or 80 records then comes some string data, here i'm using this statement to import data from excel to MS Access DataBase, but its not retriving the records which were in string data type, is there any other way to do this...?
SELECT [Item #], [Description], [Pack Size], [Price] FROM
[Database=C:Test.xls;Excel 8.0;HDR=Yes;IMEX=2].[Sheet1$] Where
[Item #] Is Not Null
thank's in Advance.
- Prakash.C
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Nov 5, 2004
I want to import data from access to excel my excel file has columns say
a b c d e f g h i j k
my access table has columns
b d e f g i k
now when i run transferspreadsheet, since some columns are not there in the access table, it gives a error. how can i import this data?
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Dec 11, 2004
OK. I feel like an idiot but I did read the manual, Googled, and Microsoft help, but still cannot do it.
The problem is on the import feature, there is no option to choose an Excel file.
I lowered the macro security level to take it out of "sandbox" mode, I reinstalled
office and selected run all features again. I updated as well.
I tried blank databases to import to. No luck. I go to external data, import and I can choose ODBC, XML,
sharepoint or Access files only.
I am using MS Office Pro 2003. Thanks for the help.
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Jan 10, 2008
n import is done from access to excel using docmd.transfersheet
DoCmd.TransferSpreadsheet 1, 8, "dbo." & QuerySending, SavedName, True, "InputRange"
In ADP the error displayed is runtime error 3274 and in ade it displays "The file is not in recognizable format"
This happens for only one user.
any other reasons for this problem.
Please suggest
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Jul 18, 2013
I'm trying to import an excel file that includes a column of Part Numbers that I am interested in. I am trying to import that excel file into an access table called 'TableForImport'. That table has a column called 'PartNumber'. Thing is it's not just one Excel file that I am uploading...although I am uploading one file at a time. So the column name for each excel file table is different but they all have one column for the Part Numbers that I am interested in.
My code won't allow me to import the excel file into table 'TableForImport' unless they have the same column name! They never will! How do I accomplish my task without editing the excel file information? Here is my code:
Code:
CurrentDb.Execute "CREATE TABLE TableForImport " _
& "(PartNumber CHAR);"
DoCmd.TransferSpreadsheet acImport, acSpreadsheetTypeExcel12Xml, "TableForImport", Me.ExcelInput, True
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Feb 5, 2014
I'm have an Excel workbook (2013) with two dozen sheets that I'd like to import to Access. The code below is failing when it reaches the "Do.Cmd ..." and it's showing a type mismatch error.
Code:
Sub ImportAllSheets()
Dim wkb As Excel.Workbook
Dim sht As Excel.WorkSheet
Dim xl As Excel.Application
[code]...
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Jan 24, 2006
I am trying to import an excel spreadsheet into access. The problem is that spreadsheet is laid out as follows:
................net.........billed.......gross.... .variance
fieldname1...1value1...1value2...1value3...1value4
fieldname2...2value1...2value2...2value3...2value4
fieldname3...3value1...3value2...3value3...3value4
(the '...' are just used for spacing in this post - not part of spreadsheet)
the 'variance' column contains a calculation. Can anyone tell me how to bring all of this into an access table?
Thanks, in advance!
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Oct 18, 2006
I've been trying to load data from multiple excel worksheets in multiple workbooks into one table in Access. The first one loads fine, but after that I get errors and can't load anything else. All of the sheets are in the same format, so that shouldn't be the problem. Every solution I've tried has been a bust. All I want is to take all of my data and put it into one big database. Any suggestions?
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Jan 15, 2007
When I try to import from a spreadsheet, Access crashes. No errors, no error log entry. At first I thought it was because my file was password protected, so I tried a new file with no password, but it still crashes Access.:confused:
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Mar 27, 2007
Hi
I am having trouble trying to import (manually) Excel 2007 spreadsheets into an Access 97 database on Windows XP.
I have an Excel 2007 workbook saved as .xlsx. When I try to import it by changing the "files of type" drop down list to "Excel" and typing in the file name of the 2007 file with the .xlsx file extension I get an error message
“The Wizard is unable to access information in the file ‘Filename’. Please check that that the file exists and is in the correct format.
I have changed the registry to allow .xlsx files to be imported, but still get the error.
I have changed the registry
HKEY_LOCAL_MACHINESoftwareMicrosoftJet3.5Engi nesTextDisabledExtensions
To include .xlsx
Any ideas you may have would be greatly appreciated.
Thanks
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Nov 30, 2004
In importing data from Excel 2002 to Access 2000, I have several columns of text data that has more than 255 characters; however, importing into Access does not give me the option to redefine those data fields from "Text" to "Memo". As a result, Access truncates the data to 255 characters.
Is there anyway to work around this issue by still using the Excel file? I have saved the Excel file as an HTML file and this seems to work, but it is an extra step that I would like to avoid.
Thanks for any help.
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Apr 27, 2008
Hello guyz,
With the help of 'Import External Data' wizard, my import did not happen. My datatypes and Col. Headers in excel are matching for what I have in access table. Alternatively, I selected to import the data into new table and all of the data got imported. My question, since I already have some data in table I want data to be imported, how can I do about bringing all the data from new table I created during import to the existing table. Please suggest. Thanks in advance.
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Jun 6, 2014
I'm stuck on a step where I want to import an excel worksheet into the msaccess like we do normally. I do not have any data inside, it's just the header I will be importing. The data will be feeded by other forms based on some selections. My requirement is the "Default value" of each field should be set to 1 as we see in the property of a table in design mode.
The data would be updated later for some fields via macro or commands, but the fields were nor touched should be set to 1 (Value).
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Jun 27, 2012
Im familiar with Ms Access, but have never used VBA or Scripts. I have 37 Excel files with the same data and would like to import into one file. Data will be received on a monthly basis into the same directory and I would like to automatically upload the data into the same file in Access.
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Apr 23, 2013
Recently I am using this code to import the data in a excel sheet into Access table:
Code:
DoCmd.TransferText acImport, , strcTableName, strFullPath, True
But this will import all the data in that worksheet into the Access table.What I want to implement is to import part of the data. For example, the data I need is start from Row30 till the end, thus I don't need the data from Row1 to Row29.
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