Modules & VBA :: Exporting To Excel Template And Saving As New File
Jun 25, 2014
Any definitive way of exporting a query to an Excel file and then saving it as a new file without saving over the original.
I've tried to remove any confidential info from the code below so it's not exactly the same.
Code:
Dim XLApp As Excel.Application
Dim XLSheet As Excel.Worksheet
Dim tmpRS As DAO.Recordset
Dim strFolder as String
strFolder = ("C:Profiles"& [Name] & "")
[Code] ....
The error seems to be with the SQL statement although that may just be the first error that it got to. I read that you can't refer to a Query if it has a criteria and that you have to write the SQL directly into the code.
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Apr 29, 2014
I am able to use DoCmd.TransferSpreadsheet to export data from Access to Excel, however, I want to be able transfer data into a specific sheet within an Excel template (e.g. Tasking.xls), that will then save under a different name (e.g. Tasking 20140429.xls). The other sheets within the Excel template contain pivots etc. so they will need updating during this process. The Excel template should just close down and remain in its original format.
This process will occur once a week so the dates will have to change accordingly.
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Feb 11, 2015
So I press a button on my Form1 and my tbl_customers table is exported onto a specific sheet in a templated Excel file "customer-template" that I have created.
This file has formulas on another sheet that based on the imported data.
The file is then saved to a specific location C:AccessCustomersHistory with the file name based on a date that was criteria from my original form E.g. "customers 11-02-15"
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Mar 4, 2015
i have a form and i want to export it to excel file the form will be updated someties and the data will be changed here is my code, but there is a problem with it
Code:
Private Sub Command0_Click()
Dim xlApp As Object
Dim xlBook As Object
Dim rs As ADODB.Recordset
Dim sql As String
Dim i As Integer
Dim Conn1 As ADODB.Connection
Dim Cmd1 As ADODB.Command
[code]....
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Jan 27, 2008
Hi all,
I'm not very experienced with Access. I'm looking for a very simple sample of how to export Query results to an Excel Template document. Especially to specific cell references. Would anyone have one to share. I'm trying to get my head around the concept first.
I may have to use Access 2000 and later versions to run the database, so do I have to cater for both DAO and ADO?
Thanks in advance for any help
rgs
Ginny
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Sep 17, 2013
I a trying to search some product from a search button and two combo boxes text values ,and on serch the vba code is :
Code:
Private Sub Command4_Click()
Dim db As DAO.Database
Dim rs As DAO.Recordset
Dim varRecords As Variant
[code]...
I just dont know,the fuile is created on click of button but with headers only,dtaa is not coming but wheni debug ,in immediate window,data is oming but just not coming in excel file.
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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 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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Jul 11, 2006
Hi,
I would like to have a dialog box open when the user clicks on a command box so that they can choose the file name and the directory where the exported excel spreadsheet would be saved. Does anyone have any ideas? Btw, my code to save an excel automatically is below and I would like to use code.
DoCmd.OutputTo acQuery, "qryPipelineAndCommission", "MicrosoftExcel(*.xls)", "ClientList.xls", True, ""
Cheers,
Ben
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Jul 7, 2006
Hi,
I was wondering if there was a way for a report to be automatically saved as an excel file. Also, the Access database is stored on the company's server so would you be able to choose the path where the excel file would be stored?
Cheers,
Ben
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Mar 9, 2005
Hi guys, this might be a quickie, I did a quick search but couldn't find anything :/
Basically my database creates a table which some people would rather analyse within excel because they're not comfortable with access. I can get the table exporting to an xls file no problem, howeevr what I would like is for the database to export the file and open the file in excel at the same time so the user doesn't need to open up excel and find the file etc...
Any ideas??
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Dec 17, 2013
Am trying to export an excel (97-03) file from a query I have. Some of the columns have exported as number values (as its linked via unique id's). I want it to export certain columns as the text columns. I have tried the lookup route but it doesn't seem to make a difference.
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Jun 19, 2013
I have info on my access form which is located here....
Code : Forms![Front Page]![Site 2 Owner]
and here
Code : Forms![Front Page]![Postcode S2]
I would like to export this information into cells B2 & C2( individually and respectively) on the excel spreadsheet which I have saved as a template here...
Code : C:UsersmedesktopAutoExcel Auto
Is this easily achievable? To be honest I will be using it to fill in about 12 cells but how it would be done for the first two i can just modify it as necessary.
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Jul 20, 2014
I created a form with lots of conditional formatting that did pretty much everything I wanted it to do. The only problem is that it takes about 4 full minutes for the form to open.
As an experiment I am reluctantly now trying to display the results in Excel. I have created a template xls sheet and all I want to do is, on the press of a button, copy the results from my query and paste them in to cell a1 of my spreadsheet.
I found the following code online which I am trying to adapt.
Code:
Private Sub update_tracker_Click()
Dim XL As Excel.Application
Dim wbTarget As Workbook
Dim qdfResults As QueryDef
Dim rsResults As Recordset
'Set up refernce to the query to export
[Code] ....
My limited knowledge however results in a couple of errors.
The first error User defined type not defined error appears at the very first line of my code
Code:
Dim XL As Excel.Application
The next error occurs as I am not sure how to reference the query to export. The query is called 2014 Resources and outputs also to a form called 2014 Resources.
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Feb 27, 2013
I am trying to Export a single record from my customer table and using below codes -
Private Sub lblPDF_Click()
Me.Refresh
Dim myPath As String
Dim stDocName As String
Dim theFileName As String
stDocName = "rptCustomerMaster" (is my Report File name)
>>>DoCmd.OpenReport stDocName, acPreview, , "CustId = " & Nz(Me.CustID, 0)
myPath = "C:..."
theFileName = "CustID " & CustID & ".pdf"
DoCmd.OutputTo acOutputReport, stDocName, acFormatPDF, theFileName, True
End Sub
Having errors on the highlighted code, how to resolve it, or is there any support available to export record into PDF file?
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Jun 12, 2015
I have this UDF in my excel template that changes a set of numbers in to letters corresponding a code.
For example the code is "EUCHARISTO" it would simply mean
E=1, U=2, C=3, H=4, A=5, R=6, I=7, S=8, T=9, O=0 and by default the tenths position (".0")=X the hundredths position (.0"0") = Y and If a number repeats it becomes G.
Examples
12.50 = EUAY
123.00 = EUCXY
12.25 = EUGA
99.00 = TGXY
99.50 = TGAY
999.00 = TGTXY
999.99= TGTGT
Here's the UDF:
Code:
Function LetterCode(ByVal Numbers As String, Letters As String) As String
Dim X As Long
Numbers = Format(Numbers, "0.00") * 100
Letters = UCase(Right(Letters, 1) & Left(Letters, Len(Letters) - 1))
If Numbers Like "*0" Then Mid(Numbers, Len(Numbers)) = "Y"
[Code] ...
Also, where best to put this code, In a query or in a module.
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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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Jul 13, 2013
I have the code below which takes information from a form on access and sends it over to the correct place on an excel spreadsheet template. This works fine but I then need it to save and send on outlook.
The issue I am having is that the saved document is not attaching to the e-mail. The subject etc all work fine but the excel spreadsheet just doesn't attach. When I go into the folder I have specified for the document to be saved in it isn't there either. :0(
The code for the e-mail "callmail" function works perfectly for word documents but I don't know if it is different for an excel file.
Code:
Private Sub Command154_Click()
On Error Resume Next
Dim appExcel As Excel.Application
Dim wbook As Excel.Workbook
Dim wsheet As Excel.Worksheet
Set appExcel = New Excel.Application
[Code] .....
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Jun 27, 2014
My report (rptBilling_STS_Summary) has three subreports (rptBilling_STS_Summary_Install, rptBilling_STS_Summary_Rental, rptBilling_STS_Summary_LDRate) that return values that are grouped by customer and calculates a total for each customer.
I need the report to export to excel for our client but every attempt has produced a blank XLS file. I have tried every export method I can think of. This is what I have tried:
Export button from external data ribbon
Export from print preview
Export via macro
Export via VBA (DoCmd.OutputTo acOutputReport, "rptBilling_STS_Summary", acFormatXLS, , False, , , acExportQualityPrint)
All this has produced the same blank excel file... Very frustrating...
I have searched and found a lot of information on 2007 and it requiring sp2 but all I can find on 2010 is instructional information.
Update: I copied the database to my local PC and when I export the XLS file it opens in protected view.
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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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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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Oct 9, 2013
exporting an Access query to Excel using VBA.When I run the code, the Excel workbook that is created defaults to the name of the query.I use naming conventions for my queries so the tab of the Excel spreadsheet is named "qryProviderAuditExport". I would like to name it "Provider Report". Is there a way to do this.It is one spreadsheet that is created when the code is run and there is only one tab to worry about. Here is my code so far:
Dim file_name As String
file_name = CirrentProject.Path & "Submitter_Audit_Report.xls"
DoCmd.OutputTo acOutputQuery, "qryProviderAuditExport", acFormatXLS, file_name, True
If possible, I would like to do this during the export without having the code open the Excel spreadsheet and doing it after the fact.
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Feb 24, 2015
how i can calculate totals after i export some data from access to excel (using CopyFromRecordset). I'd like to put the total the row after the last row of data similar to how one use to AutoSum in excel.
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Sep 18, 2014
I am trying to export a query to an pre-existing spreadsheet. I am new to VBA and when I implement the following code nothing happened.
Option Compare Database
Public Function Sheet(strTQName As String, strSheetName As String)
Dim rst As DAO.Recordset
Dim ApXL As Object
Dim xlWBk As Object
[Code].....
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Jan 13, 2014
I am exporting from access to excel using the code below, but I'd like to edit the code so that it exports to excel for each original value in column A. For example, if column A contains the values "Type A", "Type B" and "Type C" then I'd like to export/save three different excel files (one for "Type A", one for "Type B" and one for "Type C"). If "Type A" appears in column A seven times then I'd want to export all seven rows for columns A through E.
Code:
Private Sub ExportToExcel_Click()
'Declaration of variables for file path
Dim CurrentFolder As String
Dim FileName As String
Dim CurrentCycle As String
'Initializing
CurrentCycle = Format(Date, "yyyymm")
FileName = SVCnumber1 & "Output.xls"
[code]...
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Nov 6, 2013
I have got the following code
On Error GoTo ErrorHandler
Dim exApp As Excel.Application
Dim exDoc As Excel.Workbook
Dim exSheet As Excel.Worksheet
Dim Dateiname As String
Dim SQL As String
[Code] ....
I'll get the following error:
error message 1004: can not give a sheet, the same name of the sheet
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