While a specific step by step would be nice, I don't expect that. Just pointing the way would be awesome.
We use a web based equipment management service. It allows exporting the data to a .csv file. From that I can obviously create a workbook. The information in the system changes hourly so some days I export all fields multiple times.The thing stumping me is that I can't figure out a way to take notes on the equipment.
I created a spreadsheet which has all the features (charts, pivot tables, etc) that are not available via the web interface. I added one column. "Notes". So now I need to figure out how to import the data multiple times a day without losing the "notes". I could do it in Access by creating a separate table with the unit number and the notes. A simple append query would add any new unit numbers from the Main table. A delete query would remove unit numbers and notes for equipment that was sold.
But, my company is excel centric. So the Access database isn't an option if I want to provide my information to the offices I interact with. I know I can export to excel with access. But, by the time I export the source to csv, then create the linked tables in access, then export back to excel ... I'm afraid that over time I would get a mess.
I would like to recreate that functionality in excel since the rest of the company is more comfortable with it.
Any thoughts?
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