UDF to retrieve data from access data base - excel

How do i create a UDF to retrieve data from the access database.
I can retrieve the data via sql query using vba & click button. the data will be in the recordset. I simply paste it to any cell.
Now my question is: How can I create a user defined function to do the same. That is to say, when I enter something like =bdh(pricing date,product tag) into any Excel cell, all the data will be returned and pasted below the cell where I entered the self-defined formula.
If you are familiar with bloomberg API, i want to build a function similar to bdh function.

Perhaps you could work around a simpler idea? For example the code snippet below depends on the user selecting two input cells to control the output. You could add a menu item to run the code.
Sub GetMSAccess()
Dim cn As New ADODB.Connection
Dim rs As New ADODB.Recordset
Dim selrange As Range
Set selrange = Selection
strCon = "Provider=Microsoft.ACE.OLEDB.12.0;Data Source=Z:\Docs\Test.accdb"
cn.Open strCon
sSQL = "SELECT var1, var2 FROM table2 " _
& "WHERE var1='" & selrange.Cells(1, 1).Value _
& "' AND var2=" & selrange.Cells(1, 2).Value
rs.Open sSQL, cn
ActiveCell.Offset(1, 0).CopyFromRecordset rs
End Sub
For example

Related

VBA max date range in excel from access

new at vba. I have an Access database that updates an excel workbook. What I have so far it that is appends the set of records to the bottom of a data tab.
What I need to build is that before it appends the data I need for VBA to check the workbook for today's date in the Date column on the data tab. If it finds today's date, it shouldn't append the data.
I know i need to either max(date column) or DMax but I am lost on how to build this.
completely confused myself, so instead of getting more in the weeds I am asking for help.
Public Sub max_Click()
verintreportTemplate2 = "Template_VerintSchedulesResults_EST.xlsx"
reporttemplatelocation = "\Customer Service\Midwest\OH Group01\EntSchedAndForecast\BackUpDocs\NEW_DATABASE\Schedules_Process\Report_Templates\"
Drive = "z:"
Dim appExcel As Object
Set appExcel = CreateObject("Excel.Application")
With .Workbooks.Open(Drive & reporttemplatelocation & verintreportTemplate2)
.Worksheets ("DOW Summary Data")
'dateMax = DMax("Weekof")
so I stopped at this point.
If workbook structure is simple (single row column headers in first row), open a recordset using worksheet as data source. If worksheet has a complicated structure, specify a range or different approach will be needed.
Grab date value from record.
Public Sub max_Click()
Dim cn As ADODB.Connection
Dim rs As ADODB.Recordset
verintreportTemplate2 = "Template_VerintSchedulesResults_EST.xlsx"
reporttemplatelocation = "\Customer Service\Midwest\OH Group01\EntSchedAndForecast\BackUpDocs\NEW_DATABASE\Schedules_Process\Report_Templates\"
Drive = "z:"
Set cn = CreateObject("ADODB.Connection")
Set rs = CreateObject("ADODB.Recordset")
cn.Open "Provider=Microsoft.ACE.OLEDB.12.0;Data Source=" & Drive & reporttemplatelocation & verintreportTemplate2 _
& ";Extended Properties=""Excel 12.0;HDR=Yes;IMEX=1"";"
rs.Open "SELECT Max(Weekof) AS MaxDate FROM [DOW Summary Data$]", cn, adOpenDynamic, adLockOptimistic
If Date() <> rs!MaxDate Then
'do something
End If
End Sub

Connect access query to excel with dynamic input parameter

I've got some queries I have connected to an excel sheet that I refresh in order to get the latest data.
Is it possible to make excel "ask" for input parameters for one column lets say?
I am looking to get data by company so wondering if it's possible to do it as in access (type [company]:) in the field criteria
If I save the query like that in access it won't let me connect it to excel
Thanks
Alright another edit.
Here it is, I created a database, its simple.
The database is called "Database1.accdb"
There are more records than shown in the screen shot.
I created a workbook with one sheet, its name is "AccessDBtest.xlsm"
I created a button on Sheet1 and entered the field parameter I wanted in the cell beside it, C3 or (3,3) in (row,col) format.
This is the code that works returning the data set (without field names) based on the input criteria. I made a msgBox before the SQL query execution so that I could look at it first. You don't need that if you do not want it, good for testing.
Private Sub CommandButton1_Click()
Dim inputSheet As Worksheet
Dim fieldSTR As String
Dim placementRange As Range
Dim rs As Object 'record set
Dim conn As Object
Dim strQuery As String
Dim myDB As String
Set inputSheet = ThisWorkbook.Worksheets("Sheet1")
Set placementRange = inputSheet.Range("E2")
fieldSTR = CStr(inputSheet.Cells(3, 3).Value) 'C3 cell
myDB = "C:\Users\Documents\0_Excel Projects\Testing\Database1.accdb"
Set conn = CreateObject("ADODB.Connection")
With conn
.Provider = "Microsoft.ACE.OLEDB.12.0" 'For *.ACCDB Databases
.ConnectionString = myDB
.Open
End With
strQuery = "SELECT * FROM " & _
"tbl_test WHERE tbl_test.Color = " & "'" & fieldSTR & "'" & ";"
'The below gives the same result as * but you could limit the fields returned as well
'tbl_test.ID, tbl_test.Color, tbl_test.number
'just using Color also works you do not need to reference the table directly
MsgBox (strQuery)
Set rs = conn.Execute(strQuery)
placementRange.CopyFromRecordset rs
rs.Close
Set rs = Nothing
conn.Close
Set conn = Nothing
End Sub
See if you can map what you want to do using that.
I wanted to capture a string from a cell and then use that string in the query.
Here is the MsgBox before the query executes (what access will see):
I tested it with * for all fields and below you can see that I called up specific fields, they both work.
And here is what happens after I clear the msgBox, the recordset is pulled and pasted starting in the range I specified Range.("E3") on the sheet I specified (Sheet1)
As you can see, we can pull queries from a database using input that is found on a current sheet.
Let me know if this helps your situation.
We can dig deeper if required.
-WWC

Excel VBA - how to query Access database using column values as a parameter?

I have an Excel worksheet that has a list of about 1000 Item Numbers in column A on Sheet1. Currently, I import Sheet1 into an Access table named ItemNumbers and run the following query:
SELECT MyTable.ItemNumber, MyTable.ItemName, MyTable.ItemPrice
FROM [ItemNumbers] INNER JOIN MyTable ON [ItemNumbers].ItemNumber = MyTable.ItemNumber
ORDER BY MyTable.ItemNumber;
And then I copy/paste the output to Sheet2.
How can I do this in VBA in Excel and put the results in a recordset? I can figure out how to loop through the recordset and put the results in Sheet2. I'm just not sure on the code to run the query.
I have the following so far. It just needs to be modified to use the values in Sheet1 Column A.
Dim cn As Object
Dim rs As Object
Dim strSql As String
Dim strConnection As String
Set cn = CreateObject("ADODB.Connection")
strConnection = "Provider=Microsoft.ACE.OLEDB.12.0;" & _
"Data Source=C:\MyDatabase.accdb"
strSql = "SELECT MyTable.ItemNumber, MyTable.ItemName, MyTable.ItemPrice " & _
"FROM MyTable " & _
"WHERE WHERE (((MyTable.ItemNumber)= ??? IS IN Sheet1!A:A ??? )) " & _
"ORDER BY MyTable.ItemNumber;"
cn.Open strConnection
Set rs = cn.Execute(strSql)
rs.Close
Set rs = Nothing
cn.Close
Set cn = Nothing
Thanks!!!
If I understand right; what you ask is to join a table from Access with a table in Excel (ADODB).
Check this link from SO, and see if it's helpful:
Selecting 2 tables from 2 different databases (ACCESS)
I haven't tried to combine Access and Excel before, but my guess is that it will work for Excel as well.
An alternate way (and that will certainly work):
Run the query without the WHERE clause and store the result in a
recordset;
Store the data from the Excel sheet that you require in a dictionary,
where the ItemNumber (PK?) is the key;
Run through the recordset, and check with the typical dictionary Exists function
if the ItemNumber from each record is available in the dictionary;
If the record is availabe, store the
recordset values in a separate array (or dictionary) that you can
use for further manipulation, (or perform direct actions if that's what you want to do).

Is it possible to create a VBA QueryTable outer join between a CSV file and a worksheet?

I'm creating an excel workbook to manage my personal finances. My banks provide transaction data in CSV format and I found a way to import that data into excel using a QueryTable (using a "TEXT" connection.)
I'd like to automatically apply transaction category rules to each imported transaction. I have a worksheet with two columns - a string to match against the transaction "details" provided in my bank's CSV file and the category to apply to the matching transactions.
Is it possible to create an outer join between the CSV data and the categories worksheet and dump the resulting table into another worksheet?
For example (SQL pseudocodeish): SELECT csv.date, csv.details, csv.debit, csv.credit, ws.category FROM [csvfile] csv LEFT OUTER JOIN [worksheet] ws ON csv.details ~= ws.details
~= above would be some kind of string match. I can figure out the SQL, my question is really how to combine the CSV file and worksheet in the same QueryTable.
Excel will open CSV files without blinking, but you can use a connection string, if you prefer. It is even possible to write a query that compares an existing worksheet or named range with a text file using an Excel connection. All you need is a little VBA.
Set cn = CreateObject("ADODB.Connection")
Set rs = CreateObject("ADODB.Recordset")
'Note HDR=Yes, that is, first row contains field names '
'and FMT delimted, ie CSV '
strCon="Provider=Microsoft.Jet.OLEDB.4.0;Data Source=c:\Docs\;" _
& "Extended Properties=""text;HDR=Yes;FMT=Delimited"";"
cn.open strcon
'You would not need delimiters ('') if last field is numeric: '
strSQL="SELECT FieldName1, FieldName2 FROM The.csv " _
& " WHERE LastFieldName='SomeTextValue'"
rs.Open strSQL, cn
Worksheets("Sheet3").Cells(2, 1).CopyFromRecordset rs
You can use any suitable Jet SQL queries against the connection, just be careful about case sensitivity. For example, working with a connection to the current workbook:
Dim cn As Object
Dim rs As Object
Dim strFile As String
Dim strCon As String
Dim strSQL As String
Dim s As String
Dim i As Integer, j As Integer
''This is not the best way to refer to the workbook
''you want, but it is very convenient for notes
''It is probably best to use the name of the workbook.
strFile = ActiveWorkbook.FullName
''Note that if HDR=No, F1,F2 etc are used for column names,
''if HDR=Yes, the names in the first row of the range
''can be used.
''This is the Jet 4 connection string, you can get more
''here : http://www.connectionstrings.com/excel
strCon = "Provider=Microsoft.Jet.OLEDB.4.0;Data Source=" & strFile _
& ";Extended Properties=""Excel 8.0;HDR=Yes;IMEX=1"";"
''Late binding, so no reference is needed
Set cn = CreateObject("ADODB.Connection")
Set rs = CreateObject("ADODB.Recordset")
cn.Open strCon
strSQL = "SELECT * " _
& "FROM [Sheet1$] a " _
& "LEFT JOIN [Text;FMT=Delimited;HDR=Yes;" _
& "DATABASE=C:\Docs].Import.txt b " _
& "ON a.[Id]=b.[Id] "
rs.Open strSQL, cn, 3, 3
''Pick a suitable empty worksheet for the results
Worksheets("Sheet3").Cells(2, 1).CopyFromRecordset rs
''Tidy up
rs.Close
Set rs = Nothing
cn.Close
Set cn = Nothing
It is possible to create an OUTER JOIN referencing disparate data sources (csv, Excel, Access, txt, SQL, Oracle, etc) using ISAM Names in an ADO query. The results are held in a recordset that can be published back to Excel or another datasource as desired. Google "SQL ISAM Names" to find my other posts on the topic.
I am sure a little more info would help clear up my confusion but I don't believe it is possible to set up a SQL query against a CSV as Excel will not recognise it as a Data Source.
Have you thought about simply loading the csv into Excel and generating a pivot table/lookups on the data?

Clearing a table

What I'm trying to do is, while in Excel, use VBA to push data to an existing Access table. I've been able to do this, but am having one small hiccup. Before I push the data to access, I want to clear the current data on the Access table, so when the new data from Excel comes in, it is the only data in the Access table. I really don't know how to write code for Access since the class has been on VBA for Excel. I've tried several different approaches and each time it doesn't work. For example, the code that seemed like it should work is
DoCmd.RunSQL "DELETE tblName.* FROM CoversheetTableFourthAttempt
but I get an error telling me to define an object.
If you could help me with this, I would really appricate it
I've put my code below for reference.
Sub AccessFourthMonth()
Dim cn As ADODB.Connection, rs As ADODB.Recordset, r As Long
' connect to the Access database
Set cn = New ADODB.Connection
cn.Open "Provider=Microsoft.Jet.OLEDB.4.0; " & _
"Data Source=C:\Users\Kent\Documents\MBA\Winter 2009 Semester\MBA 614\Final Project\shilded\testdatabase.mdb"
' open a recordset
Set rs = New ADODB.Recordset
rs.Open "CoversheetTableFourthAttempt", cn, adOpenKeyset, adLockOptimistic, adCmdTable
' all records in a table
r = 2 ' the start row in the worksheet
Do While Len(Range("A" & r).Formula) > 0
' repeat until first empty cell in column A
With rs
.AddNew ' create a new record
' add values to each field in the record
.Fields("Project") = Range("A" & r).Value
.Fields("Description") = Range("B" & r).Value
.Fields("Amount") = Range("C" & r).Value
.Fields("Date") = Range("D" & r).Value
.Update ' stores the new record
End With
r = r + 1 ' next row
Loop
rs.Close
Set rs = Nothing
cn.Close
Set cn = Nothing
End Sub
Try
DoCmd.RunSQL "DELETE * FROM TableName"
This article might be of interest: Executing SQL Statements in VBA Code
Try the following from Excel:
dim cn as adodb.connection
dim cmd as adodb.command
set cn = new adodb.connection
cn.open "put your connection string here"
set cmd = new adodb.command
cmd.commandtype = adcmdtext
cmd.commandtext = "Delete * from myTable"
cmd.activeconnection = cn.connectionstring
cmd.execute
DoCmd is internal to Access application and not recognized by Excel application.
Simple approach to your problem is to fire the delete query from Excel itself.
Add this part after your cn.Open "Provider.. line
cn.Execute "DELETE * FROM CoversheetTableFourthAttempt"
This should clear the table before next part which fills the data runs.
Your DoCmd approach has two problems. You used a quote to start a string, but didn't include a closing quote. But even with proper quoting, your DoCmd won't work because Excel does not know that CoversheetTableFourthAttempt is the name of a table in an Access database.
You showed that you can successfully create an ADO connection to your Access database. So my suggestion is to use the Execute method of the connection object to execute your SQL statment:
cn.Execute "DELETE FROM CoversheetTableFourthAttempt;"
Finally, visit Problem names and reserved words in Access to understand why Date, Description, and Project are not great choices for Access field names.

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