Reformatting A Template So Can Access All Data

Jan 23, 2013

I am using a template that I downloaded off of MicrosoftOffice.com. I really like the setup but I need to make a few modifications to it, but the modifications I want to make I can not do due to it being a web-based(I think). I am a newbie to access and I am slowly learning about macros, vba codes, formatting, and what not.

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Reformatting Data

Aug 27, 2007

Hi all,

I am putting this in General because, frankly, I have no idea where it belongs.

I have a table that looks something like this:

Serial...Part.....Batch
1001......1.........A
1001......2.........A
1001......3.........B
1002......1.........A
1002......2.........B
1002......3.........B
1003...

How can set up a form, or a new table, or something so that the data is displayed like this:

............1.........2..........3
1001......A.........A.........B
1002......A.........B.........B
1003...

You see what I am trying to do? I am trying to make the Parts a column header, and kind of remove Serial/Part/Batch titles.

My first instinct was to take it into Excel and make a pivot table out of it, but that doesn't seem to work? The pivot table keeps counting up everything, and I don't want anything counted, I just want all data displayed.

Can anyone help? Thanks in advance.

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Reformatting Data Type

May 25, 2006

OK, i'm getting a type mismatch. I've tried searching for that and read a lot of posts, but none hit the nail on the head.

I know where it is. I am trying to link two table by using a field which is a string in one to link to a field which is a number of some kind in the other. I can;t change the formats of these as it's a query i'm running on a database i don't control. I understand I need to convert the format of one of the fields in a query and then link using that, but when i try to reformat the number it doesn't do what i'm expecting after reading the help.

in the help it suggest using this:
Format(expression[, format[, firstdayofweek[, firstweekofyear]]])

So i'm trying to use that to reformat the string field to a number so i can use that query.

Numbers: Use predefined named numeric formats or create user-defined numeric formats: This is where i fail completely!! it just rejects everything i write in my query.

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Modules & VBA :: How To Insert Data From Access To Word Template

Jul 28, 2013

I'm doing a project for my work. I created a few reports in Access. Some of these reports are simple graphic bars. How can I insert these reports into a word document template?

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Modules & VBA :: Copy Access Data Into Excel Template In Read And Write Mode

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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Reports :: Exporting Data To Word Template

Apr 7, 2014

I have a Word template that I require my data to be exported to. Is there a way to import a .docx into a report design?

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General :: Enter Data Into Invoice Template

Jan 22, 2014

i have to write a result of the query to the excel, which is a invoice template where i need to enter the data.

Depend on the result the template can grow in size also, here if the size grows there needs to be informatin coming on first page for eg: address in first page should not repeat in second page, second page have purly order details and footer at the end which have signatue and attestation.

Problem is data can be in 1 page, 2 pages, 3 pages ..or more

How can i achieve this task as all pages have water mark as page 1, page 2...sand so on...?

(A Sample i have attached)

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Modules & VBA :: Exporting Data To Excel Template But Saves Under Different Name

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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Reformatting An Address Field

May 29, 2007

Hi,

I have an address field currently formatted 1 Streetname, city, post/zip code it is displayed on a form within a multi-line textbox. I'd like to change the commas to a line return so it will display

1 streetname
city
postcode

I was thinking that a small macro might go through each record and change the comma to a line return? But not sure where to start exactly?

many thanks in advance. Harry

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Accessing An Outlook Template From Access

Nov 15, 2005

Hi there,

I am not the best in Access, I will admit. But need a function to open up a MS Outlook template (.oft file) within Access which is hosted on an internal server. Anyone help with quick steps on how to do this, It would be greatly apprciated.

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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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Linking Access To A Word Template

Feb 16, 2006

i have a form and was wondering if it was possible to take some of the fields and drop them into a template word document from inside access. so as to create a button that when clicked opens up the template and transferes the wanted form data.

any idears how to automate this process would be greatly appreciated

thanks in advance john

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How To Populate HTML Template Within ACCESS?

Nov 30, 2004

Hello all..
I have an HTML template with about 15 TAGS built in to it..such as:
[SKU]
[MITVALUE_TITLE]
[MITVALUE_ACCESSORY1]
[MITVALUE_ACCESSORY2]
[MITVALUE_ACCESSORY3]
[MITVALUE_ACCESSORY4]
[MITVALUE_ACCESSORY5]
[MITVALUE_ACCESSORY6]
[MITVALUE_ACCESSORY7]
etc. etc. etc...

Now I would like to somehow populate those fields from the tables that i have.. (The all have a common "related" field)

example:
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN"
"http://www.w3.org/TR/html4/loose.dtd">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1">
<title>Untitled Document</title>
<style type="text/css">
<!--
.style10 {color: #FF0000; font-size: 12px; }
-->
</style>
</head>
<body>
<table width="100%" height="100%" border="0">
<tr>
<th height="23" colspan="2" scope="col">ITEM INCLUDES:</th>
<th width="30%" height="100%" rowspan="4" scope="col"><a href="[MITVALUE_PHOTO5]" target="_blank"><img src="[MITVALUE_PHOTO5]" width=266 height=200 border="6" align="right"></a></th>
</tr>
<tr>
<th width="73%" height="23" colspan="2" scope="col"><p align="center">[MITVALUE_ITEM]</p></th>
</tr>
<tr>
<th width="10%" height="23" scope="col"><div align="left"></div></th>
<th width="38%" scope="col"><div align="left"><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="0D4587"> </font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY1]<br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY2]</font></font></b></font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif"><br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY3]</font></font></b></font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif"><br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY4]</font></font></b></font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif"><br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY5]</font></font></b></font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif"><br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY6]</font></font></b></font><font color="#000099" size="2" face="Arial, Helvetica, sans-serif"><br>
</font><font size="2" face="Arial"><b><font color="DADADA" face="Verdana, Arial, Helvetica, sans-serif"><font color="#000099" size="2" face="Arial, Helvetica, sans-serif">[MITVALUE_ACCESSORY7]</font></font></b></font></font></b></font></div></th>
</tr>
<tr>
<th height="23" colspan="2" scope="col"><span class="style10">THIS ITEM ONLY INCLUDES ITEMS LISTED ABOVE </span></th>
</tr>
</table>
</body>
</html>



................................................
I would like those fields to be put in automatically.. wether they are in a memo field within a table or a field within a query ... it really doesn't matter.... Anyone have any ideas?

Regards,
OvAdoggvO

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Reformatting A Text Field With Spaces

Dec 7, 2006

Hi

I have a table with postcodes (1.6M rows) that have had all the spaces removed. I want to match another table to it and ordinarily would have removed the spaces from the postcodes in that but I think because of the vol (2.5M rows) Access is reluctant (it either crashes or only updates a few thousand).
A better way would be to reformat the postcode using some SQL or VBA code. The trouble is the postcodes are different numbers of characters and the space would either need to be after the 3rd when there are 6 characters or after the 4th when there are 7 characters.
eg PO121DL becomes PO12 1DL
PO91UL becomes PO9 1UL

I can concatenate fields and count characters but am unsure as to the best way to approach this in terms of coding and structure? Using Access 2002.

Any thoughts/tips etc would be appreciated thanks

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Export Access To A Copy Of An Excel Template

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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Excel Template To Access Conversion / Storage

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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Populating Word Template From Form In Access

Mar 7, 2013

I am creating a db for my work place that records incidents that take place. I am a novice at Access but I have made different tables, queries, forms and reports and they all work.

I was wondering if there was a way to extract data that a user enters into a form and then use that to populate a word template *without* coding using VBA? I am really a beginner and not confident with VBA at all. I have read the forum and that seems to be an option (but would rather something else if possible!)

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Changing Categories In Access Inventory Template?

Feb 12, 2013

I'm using access 2013 and I like the inventory desktop template but cannot find out how to edit categories, or location.

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Reformatting Excel Numeric Dates Or Parsing

Mar 26, 2008

We have imported an Excel spreadsheet with dates in one column that were imported as numbers such as '39287', which can also be displayed in Excel as July 24, 2007. We concatenated this import to a table where all our dates are stored as 20070724. Now we have both formats in one column, with over 70,000 records in the 20070724 format and a few thousand in the Excel format. How can we convert the fields in the Excel format to the appropriate YYYYMMDD format we use?
Many thanks for your help, we can find a good way to clean this up...
Genevatexan

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General :: Create A Button On Form To Convert Data To Text File Template

Jul 14, 2015

I'm currently working on a project within access which will allow users to select/input information in a form which will then save to the database.

What I need is to create a button on the form which will allow you to convert the data collected from the form to a custom text file template.

(Or maybe the last row added to the database. - although this may cause errors. Example: the form information doesn't save which will in turn create a text file with the data collected from the previous job)

The custom text file template should have a sentence description followed by the value recorded from the form.

Example:

1 configuration type: (data from form)

2 model type: (data from form)

3 Poc: (data from form)

And so on.

So in summary - I would be to use the form to collect the desired information which will save to the database.

Once actioned, a custom text file should be populated with the collected information (with specific data placement as per the example above)....

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General :: Error Using Access 2010 Contacts Database Template

Jun 13, 2014

I used the Contacts Database Template to import a comma delimited txt file of contacts data. The template included a number of tables, queries, forms & reports which I did not require. I deleted them leaving only a Table entitled 'Addressbk'. I added an Entry Form using the standard access tools and this works fine with the table. However, on running the access database I get the following error message; 'The form named "Main" is mis-spelled or refers to a form that doesn't exist. My only form is labelled 'Entry Form', so it would appear that one of the forms I deleted must have been named 'Main'. If one ignores the error message the database & entry form function perfectly.

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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?

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Newbie Needs To Find Out How To Remove Autonumber From Access Customer Order Template

May 19, 2006

I am trying to use the template provided in the Access database wizards, pages and projects. Its called Order Entry. What i would like to do is edit the template to fit my needs but i need to change the Product ID feild from Autonumber to a product id of my own. I would however like to keep it as the Key.

Any Suggestions?

Mulith

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Newbie Needs To Find Out How To Remove Autonumber From Access Customer Order Template

May 19, 2006

I am trying to use the template provided in the Access database wizards, pages and projects. Its called Order Entry. What i would like to do is edit the template to fit my needs but i need to change the Product ID feild from Autonumber to a product id of my own. I would however like to keep it as the Key.

Any Suggestions?

Mulith

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Push Data From Current Record In Form Into A New Excel File, Using Excel Template

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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Form Data To MS Word & Protecting The Form Template

Dec 18, 2006

Thanks to some of the threads here, I have managed to automate inputting form data from a record into bookmarks in a word document template (a letter). What I am trying to do is to lock the letter allowing modification only to the form fields in that template. If the original template is locked (allowing entry only in the fields), the data does not flow through. So I was trying to accomplish this through the "ProtectedForForms" property. However, it does not work. The letter gets locked before the information flows through. Here's the code I am trying to use (borrowed from one of the users here):

Private Sub cmd_letWarn_Click()

' Check for empty fields and unsaved record.
If IsNull(occupant) Then
MsgBox "Occupant Name cannot be empty"
Me.occupant.SetFocus
Exit Sub
End If

If IsNull(propad_no) Then
MsgBox "Building Number cannot be empty"
Me.propad_no.SetFocus
Exit Sub
End If


If IsNull(prop_ZIP) Then
MsgBox "ZIP Code cannot be empty"
Me.prop_ZIP.SetFocus
Exit Sub
End If

If Me.Dirty Then
If MsgBox("Record has not been saved. " & Chr(13) & _
"Do you want to save it?", vbInformation + vbOKCancel) = vbOK Then
DoCmd.RunCommand acCmdSaveRecord
Else
Exit Sub
End If
End If

' Create a Word document from template.
Dim WordApp As Word.Application
Dim strTemplateLocation As String

' Specify location of template
strTemplateLocation = "T:PlanningPlanningEnforcementLogsuppfiles emp warn.dot"


On Error Resume Next
Set WordApp = GetObject(, "Word.Application")
If Err.Number <> 0 Then
Set WordApp = CreateObject("Word.Application")
End If
On Error GoTo ErrHandler


WordApp.Visible = True
WordApp.WindowState = wdWindowStateMaximize
WordApp.Documents.Add Template:=strTemplateLocation, NewTemplate:=False

' Replace each bookmark with field contents.
With WordApp.Selection


.Goto what:=wdGoToBookmark, Name:="ownername"
.TypeText [occupant]

.Goto what:=wdGoToBookmark, Name:="bnum"
.TypeText [propad_no]

.Goto what:=wdGoToBookmark, Name:="stname"
.TypeText [propad_street]

.Goto what:=wdGoToBookmark, Name:="zipcode"
.TypeText [prop_ZIP]

.Goto what:=wdGoToBookmark, Name:="pbnum"
.TypeText [propad_no]

.Goto what:=wdGoToBookmark, Name:="pstname"
.TypeText [propad_street]

.Goto what:=wdGoToBookmark, Name:="ppn"
.TypeText [parcel_no]

.Goto what:=wdGoToBookmark, Name:="ordinance"
.TypeText [code_sections]

.Goto what:=wdGoToBookmark, Name:="orddesc"
.TypeText [complaint_typ]

.Goto what:=wdGoToBookmark, Name:="ownername2"
.TypeText [occupant]

.Goto what:=wdGoToBookmark, Name:="officer"
.TypeText [officer_name]


End With

DoEvents
WordApp.Activate
WordApp.ActiveDocument.ProtectedForForms = True


Set WordApp = Nothing
Exit Sub

ErrHandler:
Set WordApp = Nothing

End Sub

Thanks in adavance for any help.

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