All,
Thank you in advance for your help. I'm new to Access and VBA, so please bear with me if I'm asking a silly question. Within Access, I have created a linked table, "PEDB Table", to an Excel spreadsheet that is updated several times per day. I also created a form based on that linked table, "PEDB Form." The form includes several text/check boxes that are not included fields on the linked table, nor on the original Excel spreadsheet. I fill out the form, including fields auto-generated from the linked table and that I have checked/typed into. I then export that form to PDF and forward to my colleagues several times per day.
I need to retain the information that I input for each record. As it stands now, in the fields that I have added, they change the data for all records on the form, not just the record on which I am working. Is there a way for me to save each form as a new record on a local table, even if the form is based on a linked table?
Thank you again for your help!
Related
I am currently managing invoice payments in Excel and was wondering if there is any way to create multiple editable tables that display the exact same (synchronized) data.
Essentially, I want multiple filters active on the same table at once so I can (for example) open up all transfers from a single creditor to the right one side of my screen, while looking through all bank statements on the other (while being able to edit the data in both tables).
I have looked into excel Data Models but I am not sure if what I am asking for is possible.
Excel allows you to view two windows of the same sheet. Give this a try. https://www.excelcampus.com/tips/new-window/
I have spent the last 3-4 days trying out all kind of tips and tricks found on YouTube and rest of the internet. But I don’t manage to create what I want. Now I have to swallow my pride and ask for help.
I have a big master table, or database, with all kind of information. I want to create a dashboard with a few smaller tables with just some of the information from the database.
I attached picture of a very simplified version of what I want to archive. Picture of simplified Daschboard/MDatabase:
I want to show some of the cars in column C (in the database) in separate tables on the dashboard with just some of the columns from the master table. When a row is added, deleted or information is changed in the database I want the dashboard table to update. It would be neat if it updated automatically, but a refresh button would do.
I use Outlook 2010 but can’t use MS Query or PowerQuery.
Pivot Tables will do exactly what you want.
Select your data source Sheet2!B3:F13 and click Insert > Pivot Table. Choose the range where you want to put the picot table, and click OK.
The Pivot Table field list will appear - drag Owner, Colour and Condition to ROWS, drag Car to FILTERS. In the Pivot Table > Design ribbon, switch off Subtotals and Grand Totals, and change Report Layout to Tabular Form.
Select a car filter as required, and format to suit.
You can create multiple pivot tables in the same manner. When data in the source table is modified, you can simply refresh the pivot tables to update them.
Thanks a lot Olly!
I totally overlooked the possibility to use pivot tables. I was obsessed with using some clever code to solve it. But the use of pivot seems to be the most convenient solution.
By the way. Thanks all you excel gurus (nerds...) out there who share your knowledge in forums like this. Two weeks ago I had no knowledge about VBA, formulas etc. Now I have managed to build a user friendly database with a dynamic dashboard and interactive user forms. Only by reading forums posts and watching You Tube tutorials.
So here is what we are trying to do:
My boss has a bunch of monitors and wants to display our monthly metrics in real time. I've built a database in MS Access that pulls the data from a list in SharePoint and then that linked table is in turn linked to an Excel Spreadsheet. The datasheet is then setup on a second sheet that has a 3-D pivot table showing the data in graph form. I then have added this graph to One Note for display. The problem is One Note won't update the Excel Spreadsheet. Is there a way to have one note update the spreadsheet/Graph in real time or update it periodically (say every hour?)
I've been looking around via Google search and found "Some" info but nothing directly to what I'm looking for or explaining how to do it.
Any help or direction would be greatly appreciated!!!
-D
How to export data from excel table into access table which is not the same as excel table, ie some data is same, some is different, I want to auto extract only certain data?
DETAILS
I have over 5000 students and researchers in my Access database and they are unique to employee/student number. I need to maintain training records however I do not get training records sent to me for whatever reason. But HR does and their Excel database is auto-updated with this information.
The Excel HR database and my Access H&S database both use Emp/Student # as identifiers and our training columns are the exact same BUT they are not entirely the same (ie. they have some columns that I don't have and Viceversa).
I spent the holidays updating my database with their training info so that AT THIS MOMENT they are the same. But come the next pay period they will have an auto update of training and I will NOT. Therefore I want to figure out a way to auto-update my DB with theirs... Would love any help you can offer. I know I know they answer may be staring me in the face but I am new to access and I am asking for help. Thanks in advance!
Japes
You can link to your Excel spreadsheet from Access or import it into a new table in Access. Then create a new query that links your Excel table to the Access by the identifier field(s). Set the query to be an Update query and then select the fields in the Excel table that you want to update the Access table with. I would suggest that you make a backup of the Access data before actually running the update query.
Not sure if I'm saying the same thing that #jhTuppeny is saying, but LINK the Excel table into your Access database. Call that the "rawdata" table or whatever you want to call it.
Use this "rawdata" table as the basis for a query in access that will either append/update your Access table. In this query, you can also automate the data for fields that the rawdata doesn't have, or fill it in with DUMMY values that you can manually update in your updated table.
I have a project in Access where we are using tables that have the customers information. These tables were created by downloading as Excel from another site of ours and then uploading to the Access program.
The problem is that the information on our other site changes sometimes, and we really don't know what has changed on our existing information. When we append a new Excel download it will add customeraccountID's that are not on the table yet, but I need a way of finding out if there are any changes to the existing information.
I have tried an update query, but that makes forms that have a relationship to the customer information tables not show the detail section. From what I have researched, this is possibly due to the update query making the updated table read only.
I have taken an made a query that gives me a list of all the duplicates between the newly downloaded Excel and the existing table, but now I need some way to find if there is any changes. There are 60 columns where there could be changes.
We are not against manually updated our tables if we can find a way of finding out what has changed.
I have considered downloading the duplicates report to excel and running a formula using exact(a2:a61,b2:b61), but then I would have to copy that formula to every other row through thousands of rows. I have no preference to whether we find the changes by Excel or Access.
The best way would be to have Access replace the information when appending the new information, not just drop the duplicates. Which would mean having Access replace the existing data when appending. Is that possible or can a report be created that shows where the information differs?