Export To Excel, Update Two Fields In A Query Question
Jun 10, 2005
We have a report that is generated monthly to management on Excel. We Export the data from an Access query to Excel and at that time the user has to update the Month Reported and Year Reported fields on each record within that query.
Can I set up something to where the user can click a button or something and Access do all of this automatically?
Example: May 2005 was just sent out and we exported the data from the query to Excel and went back into the query and chose update query and had Access fill in May (in the month reported field) and 2005 (in the year reported field) on all of the records.
Any help is appreciated, thanks...
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Jun 10, 2005
We have a report that is generated monthly to management on Excel. We Export the data from an Access query to Excel and at that time the user has to update the Month Reported and Year Reported fields on each record within that query.
Can I set up something to where the user can click a button or something and Access do all of this automatically?
Example: May 2005 was just sent out and we exported the data from the query to Excel and went back into the query and chose update query and had Access fill in May (in the month reported field) and 2005 (in the year reported field) on all of the records.
Any help is appreciated, thanks...
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Mar 12, 2014
What I want to do instead is open an existing .XLSM wokrbook delete or update the 7 sheets it creates and replace them with the new query results from access.
I love this code below because it works really well but now I have a new requirement. I have a workbook that has a "dashboard" sheet that looks at the sheets from acccess and summerizes the data. So, I'd like Access to open that "template" excel workbook and delete the old sheets and put in the new ones..The required sheets to keep are called "Metrics", "Validation" and "Mara"
What I was trying to do for the past few hours was another work around which was to have Access run this code, then excel run some code to import the "dashboard" formulas but I can't get it to copy to another workbook because it links to the OLD workbook..Here is the working code that needs modding:
Code:
Option Compare Database
Public Function ExportAdvanced()
Dim strWorksheet As String
Dim strWorkSheetPath As String
Dim appExcel As Excel.Application
Dim sht As Excel.Worksheet
Dim wkb As Excel.Workbook
Dim Rng As Excel.Range
Dim strTable As String
Dim strRange As String
Dim strSaveName As String
Dim strPrompt As String
Dim strTitle As String
Dim strDefault As String
[code]...
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Aug 5, 2005
Hello folks
I am developing a basic Fault Logging system so I have a main form that allows ref to be input, date fault raised, priority, etc... I also have a sub form running that allows notes to be input. There is no set limit on the number of notes that can be added as this needs to be flexible. A relationship is set up so that the Fault reference will be tagged to each of the notes. What I need is a query (I'm guessing that is the best way to do it) that will gather all of the standard fields fromthe main form and also all of the note fields (it will need to return null values in notes fields). Preferably I would like all of the notes fields to concatenate into one field with a line break between each note. The concatenation process would have to be flexible and dynamic as there is no predetermined limit to the number of notes that will have to be joined together.
I'm relatively new to Access and having searched the forums and tried a few ideas can't find anything that I can adapt to my situation. Any ideas/guidance would be greatly appreciated!
Thanks!
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May 15, 2014
I have a query tool that allows users to create their own custom queries. Basically, it's a form that allows the user to check boxes for the fields they want to see. The code behind it simply hides the fields in the query for which the user has not checked the box. That works very well.
My problem is I would like to have a command button that will export the query to excel. The OutputTo and TransferSpreadsheet commands will just export the whole query into excel regardless of whether or not the field is checked. I'm looking for a way to only export the columns the user has checked. Is this possible, and if not is there a workaround that would do something similar?
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Sep 4, 2014
I'm trying to export my table using the following code:
DoCmd.TransferSpreadsheet acExport, acSpreadsheetTypeExcel9, "incidents", "c:Incidents.xls", True
But unfortunatly I get truncated errors upon export via the vba above. is it not possible to export memo fields to excel via vba?
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Apr 25, 2013
I am using Excel and Access 2010.
I have an excel spreadsheet with 8 tabs. They are all in the same format and column order. They are employees grouped by region. My ultimate goal is to merge all of these onto one excel tab, relatively instantly. I created a master tab and tried doing array formulas and Vlookups, it worked but my spreadsheet was way too slow.
My solution? Import and link them to an Access database, step complete. Create an XML export then import into Excel.
My problem? The only way to update the excel tab with the combined tabs is to save the excel file after changes, go back into Access, re-export to XML, then go back into excel and refresh the data.
My questions, is there any way to automate this process to the point that I can change excel, save, then hit refresh on my excel tab with the XML import to auto-update?
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May 20, 2005
First off I apoligise if this is a clear answer. I have looked on the internet for the last two days and can't seem to find this anywhere, either that or I am just entereing the search parameters in wrong :confused:
I have filtered selection in a form which I want to export to excel.
Simple enough ;) : Created a macro with the export to command. This dus everything I want to do.
Well not quite. :rolleyes:
How do I select the fields I want to export.Something like Select Id, name, adres from query soandso
Hopefully there is a simple solution to this. If there any existing posts. Could you post the link for me.
Thank your for your time,
Kind regards,
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Apr 24, 2014
My database only has one table of data so it's not complicated.I would like to create a form that can create customisable Excel exports of the data based on set conditions and exporting only select fields. URL...I have one table of data (tblCustomers) which contains all of the fields in the box above.
I would like export the data from the table to excel showing only the fields that are ticked in the box (frmCustomReport).The check boxes are named chk then whatever the field name is eg. chkLocation, chkStatus. The labels are the names of the fields in tblCustomers. Is there a way to do this in SQL or VBA?
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Oct 9, 2007
I have a query in access 2002 named "FMC DETAIL / MEMBER" when i export to excel 2002 with named "FMC DETAIL_member" the export says "Path is invalid"
My main point is that "/" should be replace with "_" in file name automatically.
In access 97 query named "FMC DETAIL / MEMBER" when export to excel the "/" is renamed to "_" automatically.
Any Help would be appreciated.........
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Jan 28, 2008
Hi! I know queries can be exported to excel by the option "File > Export".
The fact is that I'm using "order by" options and some functions like "Month", and "Export" options appears disabled, is there a way to export this query to Excel? :confused:
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Dec 2, 2004
Hi there,
I have a button on a form and when I press it I would like this to happen:
Some code will be run that makes a copy of an templatefile (Excel), puts the values that comes from my query into the document and the saves it with a name that comes from two textboxes. I would also like to be able to put in some other text in the document, like two dates that I have on my form. Does anyone know how to do this ???
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Dec 31, 2005
Folks,
I have a form with combo box (cboProjForRptSeltn ) and two command buttons. The combo box is filled with name of the reports. The combo box has two columns, column 1 is the name of the report and column 2 is the bound column which also is the link field (primary key) to limit the records.
When the user selects an item from cbo box and click the "Preview Risk Table" command button it will open a report in preview mode. The report's "Record Source" property is set to a UNION query (qryRprtRskTbl) which pull the records from several tables. The report's "Filter" property is set to the following criteria:
“qryRprtRskTbl.P.intProjectId=Forms!frmReportSelec tionBlrR1!cboProjForRptSeltn”
The above criteria is nothing but filter based on the value of the cbo box.
The click event procedure is as follows:
Private Sub cmdPreviewRprt_Click()
Dim strDocName As String
strDocName = "rptRskTblProjectWise"
DoCmd.OpenReport strDocName, acPreview, "qryRprtRskTblFilter_r1"
End Sub
"qryRprtRskTblFilter_r1" is another query out of the UNION query I mentioned above (qryRprtRskTbl). qryRprtRskTblFilter_r1 is pulling all the records from qryRprtRskTbl which meets the projectID field selected in cbo box, which is also the same as the "Filter" property value of the report as indicated above.
Everything works fine with cbo box and "Preview Risk Table" command button. It just pull all the records for the project selected under cbo box and display it as report in preview mode. Looks great!!
Here's my problem. I wanted to export the same report that was previewed by the user to Excel. For this I am using, another command button called “Export to Excel”. The click event of this procedure is as shown below:
Private Sub cmdExportToExcel_Click()
On Error Resume Next
Dim xlApp As Excel.Application
Dim xlSheet As Excel.Worksheet
Dim xlWorkbook As Excel.Workbook
Dim acQuery As QueryDef
Dim objRST As Recordset
Dim strQueryName As String
Dim strSearch As String
'Dim strSQL As String
'strSearch = Me![cboProjForRptSeltn]
strQueryName = "qryRprtRskTblFilter_r1"
'strQueryName = "qryEffcyAllProjtsForRprt"
Set xlApp = CreateObject("Excel.Application")
xlApp.Visible = True
Set xlWorkbook = xlApp.Workbooks.Add
Set objRST = Application.CurrentDb.OpenRecordset(strQueryName)
'Loop through the fileds collection and make each field name a column heading in Excel
Set xlSheet = xlWorkbook.Sheets(1)
For lvlColumn = 0 To objRST.Fields.Count - 1
xlSheet.Cells(1, lvlColumn + 1).Value = objRST.Fields(lvlColumn).Name
Next
'Change the font to bold for header row
xlSheet.Range(xlSheet.Cells(1, 1), xlSheet.Cells(1, objRST.Fields.Count)).Font.Bold = True
' I have some codes here for formatting Excel cells …
'Send data from Recordset out to Excel
With xlSheet
.Range("A2").CopyFromRecordset objRST
.Name = Left(strQueryName, 31)
End With
Set xlSheet = Nothing
Set xlWorkbook = Nothing
Set xlApp = Nothing
End Sub
When I click the command button, it loads an instance of Excel and adds a workbook under the query name "qryRprtRskTblFilter_r1", but no data.
If I use another query say, "qryEffcyAllProjtsForRprt", which has no connection to cbo box value then it is cool, exports all the data to Excel without any problem.
I guess, you folks understand what I am trying to achieve here. Basically, I wanted to give the user some flexibility, either they can view the data as Access report or Export to Excel with same formatting feature and add more later if they want after exporting, as they see on Access report preview.
I have attached some of the query files I have described here. May be I can clarify more down the road, if necessary.
My bottom line question is: why the “qryRprtRskTblFilter_r1” query runs perfectly on Access reports but not when I want to run to export to Excel?
I don’t want to use the TransferSpreadsheet or outputTo method of docmd object, because I wanted to do some formatting before I export to excel.
Any help is greatly appreciated.
Thanks
ShanVel
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Jan 19, 2007
Hi Everyone,
I am working on a Sales Analysis db, which pulls from:
tSales - Sales Figures (40k records)
tBuildUnit - Bom Build Units (8k records - one per product)
tBom - Bills of Material - All Components (71k records)
tUom - Units of Measure for Products (80k records - 10 per product)
It is quite basic in theory, it looks at a product sold, goes to tBom to get the cost of the raw materials.
I have a query that sums the components by their group, distinguishing between material and labour cost by the component group (cGrp) which is 'WORK' for labour and <>"WORK for materials. I can then sum the cost of the materials for a given product.
Anyway to cut to the issue in hand.
I export from our system (LM4 on btrieve on novell 3.2) into CSVs then manipulate those
And basically i want to have:
Cust______Sale04__Sale05__Sale06__Mat04__Mat05__Ma t06
Genesis 400 350 420 230 190 250
Exodus 0 100 0 0 60 0
Revelation 200 300 140 200
we have 220 customers in this recordset. so i would like just 220 rows.
My data that i export shows every transaction (so i have 40k records)
So i used a aggregate query, grouping by customer account and summing the value, material, and labour fields, however this gives me each customer three times, one per year e.g.:
Cust______Sale04__Sale05__Sale06__Mat04__Mat05__Ma t06
Genesis 400 0 0 230 0 0
Genesis 0 350 0 0 190 0
Genesis 0 0 420 0 0 250
How do i get one what i describe above?
After the query runs i want to export to excel with:
DoCmd.OutputTo acOutputQuery, "qGrouping", acFormatXLS, "d:Output.xls", True
Thanks
Graham
(Carpenter by trade, now in construction acoustics and really shouldn't be doing anything with access!)
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Aug 4, 2015
i want to export data from Query to excel.
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Nov 21, 2011
I have a query, AppendNW, and I would like to press a button that runs the query, and the exports the results to my Excel WB call, Result, on sheet, Results1.
I have found a handful of examples around the web, but everything seems complex based around formatting. I just need the data dumped into the WB ...
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Nov 20, 2013
I am wondering if there is a quicker way to export a query to excel then have the data in that query removed from the original table. (effectively cutting the data from the table and exporting to excel)
I understand that this can be done by exporting the query to excel then running the same query as a delete query to remove the data but I just wondered if this is the most efficient way.
I have experience of VB in excel but currently only use the basic macro builder in Access though if Access VB is more efficient I can easily learn.
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Apr 8, 2014
I export data via vba from access to excel.
Here my VBA.
Code:
Dim xlApp As Object ' Excel.Application
Dim xlBook As Object ' Excel.Workbook
Dim xlSheet As Object ' Excel.Worksheet
Dim rst As DAO.Recordset
[Code] ....
How can i do it that by exporting the data to excel, that it will skip one row.
Example:
I have the following querry
country/date apr may jun jul aug sep oct nov dec jan feb mar
AT
BE
It starts with A4 to J4 and then it will skip the row K4.
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Mar 5, 2015
I am trying to run this recordset with parameter query and export to excel. Problem I am getting is it is sending the ID of employee name and exporting row wise instead of column wise.
Code:
Dim dbMyDatabase As DAO.Database
Dim rsMyRecords1 As DAO.Recordset
Dim qdMyParameters1 As DAO.QueryDef
Dim iIndex As Integer
Dim iFound As Integer
Dim oExcel As New Excel.Application
[Code] ....
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Feb 26, 2014
I have the form (PROJECT DETAILS) that displays a specific record's information, one record at a time.I would like to click a button to export 5 specific fields (name, phone, address) of that form ("Project Details"), based on the PK "AssignNr", and then insert those fields in an already created Excel form that has those fields blank, but other fields filled in.
And then, as part of the same macro, I want to have the Print pop-up come up in the Excel form to select where/how that file will get printed.I've tried exporting from the Project Details form, but it exports all the records. And then I am not sure how / where to code the vlookup formula (if that's even necessary) to take the data from the exported file, into the existing Excel form that needs to be filled in.
Can this even be done in one macro, or do I need to create two - one to export data from Access to Excel. And then another in Excel to vlookup the details from the exported file, into the existing Excel file.
It would be nice if I didn't have to put in what the vlookup criteria is. (i.e. AssignNr (which is the PK)) - if it could just be taken from the PROJECT DETAILS form's current record selection.
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Jun 26, 2007
Hello,
I need to export a Pivot Table view to Excel. The issue is with Calculated Total columns which are not exported in excel. Do you know if there is any way I can export the Calculated columns in excel?
Thank you.
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May 30, 2014
A user reported that when exporting a list of people from a query to excel, certain people/records are not contained in the export. I took a look (old db mdb v2002-2003 access) and what I found was quite odd.
First, I opened the resultant xls and the first 25 rows or so are blank - which I thought was weird - were these the missing records?
Next I noticed that I forgot to close the xls when rerunning/testing the export using this:
Code:
DoCmd.TransferSpreadsheet acExport, acSpreadsheetTypeExcel9, "qryemailods", Me!Premiername, 0
When I was watching the open spreadsheet, I noticed that it was repopulated with records (I actually expected to get a 'file in use' error, but access carried on) replacing the data.
But lo' and behold! All the records were exported, including the 25 or so missing records at the top where the blank rows previously were located!?!?
I tried a few things... compact and repair on the front and back end of the mdb. Save at newer version of access (2007/accdb), even working locally in case there was some network lag or other issue... Same story... when running the export with the target file closed, the first ~25 records are dropped - but if the xls is already open it runs fine.
Code:
DoCmd.TransferSpreadsheet acExport, acSpreadsheetTypeExcel12, "qryemailods", Me!Premiername, 0
...and that does in fact produce the proper listing without missing records (with target file closed), but the "12" export causes the following message to pop up when opening the file:
"The file you are trying to open [filename] is in a different format than specified by the file extension. Verify that the file is not corrupted and is from a trusted source etc etc etc.. Do you want to open the file now?"
If I hit yes, the file opens and looks good - but why the error message?
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Apr 22, 2014
i export a union query to excel by the following code:
Code:
Private Sub Befehl0_Click()
'bersicht aufrufen
Dim xlApp As Object ' Excel.Application
Dim xlBook As Object ' Excel.Workbook
Dim xlSheet As Object ' Excel.Worksheet
Dim rst As DAO.Recordset
[code]....
How can i delte the first row of the querry? without doing a new querry?
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Jul 18, 2013
Im trying to export a query to specific columns in excel and im using this code.
Code:
Dim objXL As Object
Dim xlWB As Object
Dim xlWS As Object
[Code].....
I tried it on other querys and it works but doesn't work on this specific one. I get an error on the "set rst = currentDb" line. And to my knowledge it doesn't work because I have a between two dates filter in it. So when I run it, I get an error saying I have too few parameters, expecting 2.
Also it seems to be exporting the lookup id's not the value when exporting(on the query that it did work on)
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Jan 25, 2014
I am trying to export a table in access based on a unique field called Group_Name. Say my table has 100 records. 10 of those records belong to Group1, 10 belong to Group 2, and so on. What I want to do is export those groups individually to an excel file and have that file named somting like Group1_Premium Detail Report.
Here is the Code I have so far. I have a feeling I am close. When I run the code it does not seem to like strrsql2
Dim strsql As String
Dim strsql2 As String
Dim strfilename As String
Dim strpath As String
strpath = "C:UsersDesktopHome"
[Code] ....
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Jun 22, 2013
FileSent Is Table / Database Name
SELECT FileSent.[Patient#], FileSent.PatientName, FileSent.EpisodeKey, FileSent.DoctorName, FileSent.Mark, FileSent.FinancialType
FROM FileSent
WHERE (((FileSent.Mark)="1"));
DoCmd.TransferSpreadsheet acExport, 5, tablename:="FileSent", FileName:="FileSent_Excel.xls"
Kill ("FileSent_Excel.xls")
DoCmd.TransferSpreadsheet acExport, 5, tablename:="FileSent", FileName:="FileSent_Excel.xls"
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