Using Microsoft Access Database to put values in an Excel Template - excel

I am trying to build a better structure for creating product specifications for our products, Currently everything is done in excel, as a result every time a value is changed, it takes numerous man hours to make that change to all the specifications. Additionally, our inventory of products continues to grow. I am trying to introduce a new system for developing specifications that will allow me to manage the snowball effect of growing specs and increasing work for simple changes to the entire product line.
My question is, if I build a database with all the necessary values for the template we already use (an excel sheet), is there a way I can enter a part number in the excel template and have all the other values populate into the template at their appropriate locations?
I have posted images of the template and a sample of what the Access database could look like.
Thank you for your help.

Related

Comparing two datasets with different structures but similar fields

I work for a home based education program and we are trying to find a way to make comparing our two tracking systems easier. Unfortunately due to limitations within the software we are using for this, we cannot combine it all into one place. I have two different data sets that share some fields but are for two different things. The first set is for documenting that a visit to the home occurred or not. The second set documents what happened during that visit. Both datasets have include a date field and a field for the child's name.
table_1 table2
I've included a sample version of each table. There are other columns but they are unique to each data set. The ultimate goal is to be able to ensure that the information is being documented into both systems. I had thought to utilize the name or date field to link the data sets together to identify discrepancies but haven't had much success as of yet.
Basically I need to make sure that if a visit occurred on 4/5/21 than it was documented to both places and if it wasn't, identify which area is missing the information. It would be nice to be able to also then summarize the information by child.
I've tried Power BI and Power Query in Excel but to be honest I'm not even sure how to phrase my question in order to find the proper way to do this from Google.

Two way link task sheet - Excel/Access

Currently at work I am trying to create a task sheet system. Basically for each job there will be a Master sheet with a variety of tasks for several different people, from this I'm looking to create a task sheet specific to each person. I would like to be able to add a task on the Master sheet and it appear on the respective person's page. As well as this, if the person makes a note on their personal sheet then it would appear on the Master.
However the complicated part is that there is constantly multiple job's with their own Master sheet and I want each of these to contribute to the persons overall task list.
Could anyone please suggest how I go about this? I have attempted using Google Sheets but I can't get the two way sync to work. So I was thinking of using a combination of Microsoft Access to store the data and Excel to present it.
Any help would be great!
well I'm a database app designer; so for a database - any data set which includes a field for a person ID - - is then easily queried by Person ID so that you have another 'view' or set of data just for that person...….. so in the database world this is very straight forward.... as to linking sheets in google docs or even the implementation in excel I have no idea.....

Sharepoint 2013/2016 Calculated Column stops calculating

I have a calculated column in SharePoint On-Premises that shows the number of days till a due date which works perfectly for a day or so then stops calculating, but if I go to the list settings and click the column and click ok then it calculates again?
Has anyone experienced an issue similar to this. I had this issue in both 2013 but within a few weeks moved to 2016 and still the same issue.
I've tried " " blank and also "" empty so not sure if that is causing the issue??
Is it a problem with the formula?
Here is the formula:
=IF(ISBLANK([Due Date])," ",
IF(ISERROR(DATEDIF(NOW(),[Due Date],"d"))," ",DATEDIF(NOW(),[Due Date],"d")))
Calculated columns cannot contain volatile functions, which includes those that depend on the current date.
The values in SharePoint columns--even in calculated columns--are stored in SharePoint's underlying SQL Server database.
The calculations in calculated columns are not performed upon page load; rather, they are recalculated only whenever an item is changed (in which case the formula is recalculated just for that specific item), or whenever the column formula is changed (in which case the formula is recalculated for all items).
If you need to show a dynamic value that changes with the passage of time, you have a few alternatives.
Client-Side Rendering
Consider using client-side rendering which lets you use JavaScript to dynamically determine how records in a list view are displayed. This JavaScript runs upon page load, so it can handle current time-dependent values much better than a calculated column.
To use client-side rendering, you create a JavaScript file that controls how the view displays. You upload that file to somewhere on SharePoint where people will have at least Read access to it, then edit the list view web part that you want to display differently and set its "JSLink" property to point to your JavaScript file.
Check out this answer for an example of using a JSLink file to spoof a dynamic date field.
Microsoft also provides some documentation here but I think they do more work than is necessary (creating an entire new list definition project in Visual Studio for their example instead of just creating a JSLink JavaScript file for an existing list).
Other Options
A few other options are mentioned in the older question linked above:
Conditional Formatting: You can apply conditional formatting to highlight records that meet certain criteria. This can be done using SharePoint Designer or HTML/JavaScript.
Filtered List views: Since views of lists are queried and generated in real time, you can use volatile values in list view filters. You can set up a list view web part that only shows items where Created is equal to [Today]. Since you can place multiple list view web parts on one page, you could have one section for today's items, and another web part for all the other items, giving you a visual separation.
A workflow, timer job, or scheduled task: You can use a repeating process to set the value of a normal (non-calculated) column on a daily basis. You need to be careful with this approach to ensure good performance; you wouldn't want it to query for and update every item in the list if the list has surpassed the list view threshold, for example.
To expand on the Filtered List Views option, you can have a view that shows only items that are due within a certain number of days. For example, you can display all the items due within 7 days by filtering where the Due Date field is less than [Today]+7 and Due Date is greater than or equal to [Today]. You could also sort the view to show the items with earlier due dates closer to the top.

Sorting & Extracting Data On Excel Through a Drop Down List

I am trying to develop a database interface on Excel for my colleagues which will allow them to sort through metrics of our Facebook videos.
The database looks like this:
To date they have been using the custom sort feature on excel each time they want to find the best video per specified criteria e.g views, shares, or comments
In order to simplify the process, I thought of building a small interface on a separate excel tab which would allow the same custom sorting features but through the use of a drop down list.
e.g Let's say they would like to sort the best performing videos by user engagement:
This would then return the top 5 videos with the highest engagement.
Custom sort allows multiple sorts on excel So I was wondering if I could go a step further and replicate this feature through multiple drop down lists?
I hope that I was clear enough with my questioning and my snapshot examples. I look forward to hearing your responses.
Many thanks!

fetch data from ms-access to ms-word

i am looking to create an invoice in either MS-excel or MS-word. This invoice will contain several fields like invoice no., customer name, product info, quantity, Amount, Date, Address of customer, phone no. etc. The function of the invoice will be, to generate a unique invoice number, every time i open it, and then the vendor will mention the customer's info, product's info and click on submit button or save it. The info mentioned in the invoice will automatically be saved in the MS-Access database whenever submit button is clicked or the document is saved.
Thus, All the records of the customer will be saved in the MS-Access database. whenever i need to search for a particular customer, i should be able to search it from either invoice no. or any unique field for that particular invoice. I hope my query is explained clearly. please let me know the easiest way to do it. I do not have the vast knowledge about this subject, so give me suggestions that are understandable by a Novice.
I think you are starting from the wrong end. Use an Access form to get the data and then run a mailmerge, the easiest way is to output a text file from Access as the data file and use a Word template for the merge.
An autonumber may suit for invoice number as long as all you need is a unique number. If you need documented sequential numbers, you will have to create then yourself. How you do it will depend on the number of users working at the same time.
I can tell you now, generating Word files with Access is a bit of a pain in the ass. If you really want to do formatting it gets hard (is my experience).
I ended up generating HTML files in which I could control everything, and opening them as .docs. But if you are really new to this, I suggest you start with some VBA tutorials, where they explain to you how you get records from you database and loop through them to generate output. And then you can start looking at file writing functions in VBA.
Can't find any tutorials real quick (my girlfriend is getting angry as we speak), but here is a sample:
http://www.access-programmers.co.uk/forums/showthread.php?t=25354
Just look around in fora, look for file generation and looping through records.
Hi just reading your post, like Remou l would strongly suggest you use Access to enter and store the data. It is possible to get a user to enter data into a spreadsheet and write the data back to Access DB. Not something l would recommend for the novice, here is a link to some code on how it could be done
Returning to your first question, of creating the invoice have you considered generating the invoices from Access using a report? They can be printed to PDF, or exported to various electronic formats. Or is there specific reason to use Word/Excel? If are going down the route of using Word to generate the invoice then use a template as Remou suggested. See this link for some samples see the section titled Access > Word. I have used the examples as a basis for Access to Word. A number of the examples though use a tecnology called DAO, which l understand will not be included in any operating system after Windows 7. Just something to be aware of.
Searching for a record in a database table this link has one possible solution . Also the author has included a example database.

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