Reports :: Excel Template File - Direct Access What To Put In Which Cell?
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?
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
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.
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"
I have the following code to export a query into a excel file:
Code: Dim outputFileName As String outputFileName = "C:AccountSpreadsheet est.xls" DoCmd.TransferSpreadsheet acExport, acSpreadsheetTypeExcel9, "Q_Search_Invoices", outputFileName, True Dim xlApp As Object Set xlApp = CreateObject("Excel.Application") xlApp.Visible = True xlApp.Workbooks.Open "C:AccountSpreadsheet est.xls", True, False Set xlApp = Nothing
This works almost exactly how I want it to work.
The only thing wrong is that the columns are all the same width and they are all to narrow.
Is there a way to make the columns automatically become the width of the longest text within them (exactly what happens when you double click on the side of a squashed column in excel)?
My form: "Dailyissue" My attachement field: "Attachement_1"
I attached an image in Attachement_1, I want to set that image in a cell of excel using VBA. How can I do it? (I don't want to read the image from the PC, I want to use the attached image).
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.
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 *************************
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
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
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.
I'm having a rough time trying to figure out how to pass a date to an SQL statement that Excel VBA macro will run. The date is in a cell (A1) formatted as 'm/d/yyyy'. Let's say it's 2/1/2014. I want to run an SQL statement that retrieves data from a table where a field is greater than 'A1'. The table field is a date/time field and has values formatted as 'mm/dd/yyyy'.
I've tried various syntax on the Where but cannot get it to work. sd = Range("A1") SELECT [tn].[Date Submitted] FROM[tn] WHERE tn.[Date Submitted] > """ & sd & """
This results in the following where clause that does not work. WHERE tn.[Date Submitted] > "2/1/2014"
I would like to embed a blank worksheet in access form. I want to do a macro to change the cells value when I click on a button, but I don't know how to do it?
I would like to open an Excel workbook from MS Access and clear cell contents, or just delete some records in a specific worksheet.
If you open the test workbook, cell contents in RAW need to be deleted by calling from Access.
I have produced some code but it's partially working.
Code: Sub TestFileOpened() ' Test to see if the file is open. If IsFileOpen("test.xls") Then ' Display a message stating the file in use. MsgBox "File already in use!"
[Code] ....
If you put this in a standard module in access, the function works, but the part that doesn't work is where it says "activesheet". It somehow tries to recognize it as a variable, but it's not going to be a variable.
Is it possible to have a value in an excel 2010 cell be used to update an access 2010 db?
For example, if in a spreadsheet "test" cell A2=3 then in a db "test" a column "value" is 3. However, if the value in the spreadsheet changes so does the db.
I have an excel file that I need to prepare to create a report.It would be great if I could do this with Access 2003. This would mean that I need to import the excel file and create a table to handle this.Is there by any chance that I don't need to create a table and I can process the excel file? Or maybe automate the import of the excel file into table and only use a few of the columns so later I can create the report in access.Also what I need to do is add some columns with text in it (a standard text) that needs to add a day taken form the column to the right.
I simply would like to avoid to create a table from the import as this would make me end with a lot of tables (or mabye option to delete the table after finishing producing the report.
I want to save my report as excel file on the user computer with a click of a button. I have tried this code:
Private Sub Cmd_ReporttoExcel_Click() DoCmd.OutputTo acOutputReport, "Gastrolog Report", acFormatXLS, "C:UsersXXDocuments" & Format(Date, "yyyymmdd") & ".xls" End Sub
But it is giving error 2282 - The format in which you are attempting to output the current object is not available.
The other part of this question is :
This is something similar when I didn't have "PDF add in " in access 2007, when I added PDF add in then option to save file in PDF was available in "output to" action of macro. There is nothing like excel add in. However when I can export the data in excel sheet by Export function in access why don't I have option to save file as excel in "output to " action in macro? I want to have this option so that user can click a button in the form rather than in the top ribbon try to find out how to transfer and save the excel sheet.
I have a database that's almost finished. I've built a few forms for the major parts of the database, but some other data is only changable through the tables directly. The remaining tables (without corresponding forms) are pretty small and shouldn't require changing that often.
Assuming I put user-level restrictions on the database, would it be okay to allow certain users to directly add/edit/remove entries to these tables?
My instincts tell me I should make a simple form for each table, but I'm looking for the path of least effort.
Hi all, Is there anybody out there that has created a help file for their access db? im debating on creating one for my users, but do not know where to start to create a helpful, meaningful file. is there a template or something that i could follow? or can someone show me an example of a decent one that thye have created? thanks!
I'm working with Access 2010 and am trying to use the transferspreadsheet command to output data in a query to an Excel 2010 format file. Here is the line of code:
It works fine and produces the output file but when I try and open it with Excel I get an error saying the format is incorrect. If I change the extension to .xls it opens with no problem but I need it to be an Excel 2010 format with correct extension.
I have a program that brings in the upper and lower specs to a excel spreadsheet and then brings in the values from lab tests.
The program then uses the specs to determine if the value is in or out of spec and colors the value if it is out of spec.
My problem is that in one cell the upper spec that is brought in is 2.7 and it shows that on the spreadsheet but when you click the cell the true value stored there is something like "2.66990153". Since a test value of 2.7 is greater than that it colors it when it is in fact in spec.
I have stepped through the code and the spec value pulled from the table is coming in correctly at 2.7.
Is it possible to direct the placement/order new of fields when modifying an Ms Access database in code?
I need to modify the schema of an MS Access database via code - but I want to be able to direct the order or placement of the fields within the tables.
For example - if TableOne has 3 fields - Field10, Field20 and Field30.
I would like to be able to add say Field15 between Field10 and Field20 - not just append it to the end of existing fields.
I believe it is possible as you can do it within Ms Access itself. I can use ADO, DAO, ADOX or SQL for that matter - but it seems all of these offer no placement of the field within the table.
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?
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.
