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Pull info from access to template in excel?????

  1. #1
    jwr
    Guest

    Pull info from access to template in excel?????

    I am new to anything in excel other than the standard worksheets.

    I need to create a template in excel that will pull information from my
    access database. I have no idea as to how to accomplish this.

    Can you give me any direction?
    Thank you,
    JR



  2. #2
    sebastienm
    Guest

    RE: Pull info from access to template in excel?????

    Hi JR,

    You could use the External Data feature of excel (menu Data > External Data
    > New Database Query...).


    Once data is loaded, click on the data. Now, there should be a Query toolbar
    and additional commands in the menu Data > External Data > ... with
    additional options/settings.
    Eg: you can set the query as a background query, to refresh every x minutes,
    when the file opens...

    This feature may not be flexible enough though. In this case, please let us
    know in detail what you are try to accomplish.
    --
    Regards,
    SĂ©bastien
    <http://www.ondemandanalysis.com>


    "jwr" wrote:

    > I am new to anything in excel other than the standard worksheets.
    >
    > I need to create a template in excel that will pull information from my
    > access database. I have no idea as to how to accomplish this.
    >
    > Can you give me any direction?
    > Thank you,
    > JR
    >
    >
    >


  3. #3
    jwr
    Guest

    Re: Pull info from access to template in excel?????

    I have a query in access that contains 44 fields. I have created a report
    from that query. I am attempting to get the query (or report - whichever
    one works better in excel) to excel where I can "lock" all but 2 of those
    fields. I will then email that portion of worksheet (Control number) that
    pertains to a particular individual who will input the information into
    those 2 fields and email back to me. Being able to send only information
    that pertains to "Control number" is also a question of mine. Once I get
    the email back - which may be more than one worksheet - with the fields
    completed, I want to "put the worksheet back together" where I can email all
    of the replies for all "Control Numbers"on to another individual rather than
    emailing more than one worksheet per Control Number.

    I would like the ability for the worksheet to refresh from my access as you
    suggested. Also, is it possible for the "2 fields" be updated from excel
    back to access?

    What I am attempting may not be possible. Thank you for your prompt reply
    and any assistance that you can provide. Again, I am definitely a novice at
    this!
    "sebastienm" <[email protected]> wrote in message
    news:[email protected]...
    > Hi JR,
    >
    > You could use the External Data feature of excel (menu Data > External

    Data
    > > New Database Query...).

    >
    > Once data is loaded, click on the data. Now, there should be a Query

    toolbar
    > and additional commands in the menu Data > External Data > ... with
    > additional options/settings.
    > Eg: you can set the query as a background query, to refresh every x

    minutes,
    > when the file opens...
    >
    > This feature may not be flexible enough though. In this case, please let

    us
    > know in detail what you are try to accomplish.
    > --
    > Regards,
    > Sébastien
    > <http://www.ondemandanalysis.com>
    >
    >
    > "jwr" wrote:
    >
    > > I am new to anything in excel other than the standard worksheets.
    > >
    > > I need to create a template in excel that will pull information from my
    > > access database. I have no idea as to how to accomplish this.
    > >
    > > Can you give me any direction?
    > > Thank you,
    > > JR
    > >
    > >
    > >




  4. #4
    sebastienm
    Guest

    Re: Pull info from access to template in excel?????

    You should be able to connect/query through the External Data feature
    explained earlier.
    However, to edit some returned fields from excel back to access, there is no
    built -in feature, it would therefore have to be programmed which is a more
    intensive task.

    At this point, first try to get the data into excel as explained above. Once
    it is done and you are confortable with the External Data feature, post a new
    question for the next step.

    --
    Regards,
    SĂ©bastien
    <http://www.ondemandanalysis.com>


    "jwr" wrote:

    > I have a query in access that contains 44 fields. I have created a report
    > from that query. I am attempting to get the query (or report - whichever
    > one works better in excel) to excel where I can "lock" all but 2 of those
    > fields. I will then email that portion of worksheet (Control number) that
    > pertains to a particular individual who will input the information into
    > those 2 fields and email back to me. Being able to send only information
    > that pertains to "Control number" is also a question of mine. Once I get
    > the email back - which may be more than one worksheet - with the fields
    > completed, I want to "put the worksheet back together" where I can email all
    > of the replies for all "Control Numbers"on to another individual rather than
    > emailing more than one worksheet per Control Number.
    >
    > I would like the ability for the worksheet to refresh from my access as you
    > suggested. Also, is it possible for the "2 fields" be updated from excel
    > back to access?
    >
    > What I am attempting may not be possible. Thank you for your prompt reply
    > and any assistance that you can provide. Again, I am definitely a novice at
    > this!


  5. #5
    jwr
    Guest

    Re: Pull info from access to template in excel?????



    I attempted to import external data from Microsoft access. I have gone
    through the setup of selecting my database and the information that I wanted
    imported. When I click save query (query wizard finish), the message "Too
    few parameters. Expected 2." appears. When I select Help, the message
    stated
    Driver Error. This error was returned by the driver.

    What do I need to look at? I have Windows XP Pro and am using Access 2003.
    I selected Access mdb as my driver.

    "sebastienm" <[email protected]> wrote in message
    news:[email protected]...
    > You should be able to connect/query through the External Data feature
    > explained earlier.
    > However, to edit some returned fields from excel back to access, there is

    no
    > built -in feature, it would therefore have to be programmed which is a

    more
    > intensive task.
    >
    > At this point, first try to get the data into excel as explained above.

    Once
    > it is done and you are confortable with the External Data feature, post a

    new
    > question for the next step.
    >
    > --
    > Regards,
    > Sébastien
    > <http://www.ondemandanalysis.com>
    >
    >
    > "jwr" wrote:
    >
    > > I have a query in access that contains 44 fields. I have created a

    report
    > > from that query. I am attempting to get the query (or report -

    whichever
    > > one works better in excel) to excel where I can "lock" all but 2 of

    those
    > > fields. I will then email that portion of worksheet (Control number)

    that
    > > pertains to a particular individual who will input the information into
    > > those 2 fields and email back to me. Being able to send only

    information
    > > that pertains to "Control number" is also a question of mine. Once I

    get
    > > the email back - which may be more than one worksheet - with the fields
    > > completed, I want to "put the worksheet back together" where I can email

    all
    > > of the replies for all "Control Numbers"on to another individual rather

    than
    > > emailing more than one worksheet per Control Number.
    > >
    > > I would like the ability for the worksheet to refresh from my access as

    you
    > > suggested. Also, is it possible for the "2 fields" be updated from

    excel
    > > back to access?
    > >
    > > What I am attempting may not be possible. Thank you for your prompt

    reply
    > > and any assistance that you can provide. Again, I am definitely a

    novice at
    > > this!




  6. #6
    sebastienm
    Guest

    Re: Pull info from access to template in excel?????

    Are you querying a table or a query on the Access? And if a query, does it
    have parameters?

    --
    Regards,
    SĂ©bastien
    <http://www.ondemandanalysis.com>


    "jwr" wrote:

    >
    >
    > I attempted to import external data from Microsoft access. I have gone
    > through the setup of selecting my database and the information that I wanted
    > imported. When I click save query (query wizard finish), the message "Too
    > few parameters. Expected 2." appears. When I select Help, the message
    > stated
    > Driver Error. This error was returned by the driver.
    >
    > What do I need to look at? I have Windows XP Pro and am using Access 2003.
    > I selected Access mdb as my driver.
    >
    > "sebastienm" <[email protected]> wrote in message
    > news:[email protected]...
    > > You should be able to connect/query through the External Data feature
    > > explained earlier.
    > > However, to edit some returned fields from excel back to access, there is

    > no
    > > built -in feature, it would therefore have to be programmed which is a

    > more
    > > intensive task.
    > >
    > > At this point, first try to get the data into excel as explained above.

    > Once
    > > it is done and you are confortable with the External Data feature, post a

    > new
    > > question for the next step.
    > >
    > > --
    > > Regards,
    > > SĂ©bastien
    > > <http://www.ondemandanalysis.com>
    > >
    > >
    > > "jwr" wrote:
    > >
    > > > I have a query in access that contains 44 fields. I have created a

    > report
    > > > from that query. I am attempting to get the query (or report -

    > whichever
    > > > one works better in excel) to excel where I can "lock" all but 2 of

    > those
    > > > fields. I will then email that portion of worksheet (Control number)

    > that
    > > > pertains to a particular individual who will input the information into
    > > > those 2 fields and email back to me. Being able to send only

    > information
    > > > that pertains to "Control number" is also a question of mine. Once I

    > get
    > > > the email back - which may be more than one worksheet - with the fields
    > > > completed, I want to "put the worksheet back together" where I can email

    > all
    > > > of the replies for all "Control Numbers"on to another individual rather

    > than
    > > > emailing more than one worksheet per Control Number.
    > > >
    > > > I would like the ability for the worksheet to refresh from my access as

    > you
    > > > suggested. Also, is it possible for the "2 fields" be updated from

    > excel
    > > > back to access?
    > > >
    > > > What I am attempting may not be possible. Thank you for your prompt

    > reply
    > > > and any assistance that you can provide. Again, I am definitely a

    > novice at
    > > > this!

    >
    >
    >


  7. #7
    jwr
    Guest

    Re: Pull info from access to template in excel?????

    Query and it does not have parameters.

    "sebastienm" <[email protected]> wrote in message
    news:[email protected]...
    > Are you querying a table or a query on the Access? And if a query, does it
    > have parameters?
    >
    > --
    > Regards,
    > Sébastien
    > <http://www.ondemandanalysis.com>
    >
    >
    > "jwr" wrote:
    >
    > >
    > >
    > > I attempted to import external data from Microsoft access. I have gone
    > > through the setup of selecting my database and the information that I

    wanted
    > > imported. When I click save query (query wizard finish), the message

    "Too
    > > few parameters. Expected 2." appears. When I select Help, the message
    > > stated
    > > Driver Error. This error was returned by the driver.
    > >
    > > What do I need to look at? I have Windows XP Pro and am using Access

    2003.
    > > I selected Access mdb as my driver.
    > >
    > > "sebastienm" <[email protected]> wrote in message
    > > news:[email protected]...
    > > > You should be able to connect/query through the External Data feature
    > > > explained earlier.
    > > > However, to edit some returned fields from excel back to access, there

    is
    > > no
    > > > built -in feature, it would therefore have to be programmed which is a

    > > more
    > > > intensive task.
    > > >
    > > > At this point, first try to get the data into excel as explained

    above.
    > > Once
    > > > it is done and you are confortable with the External Data feature,

    post a
    > > new
    > > > question for the next step.
    > > >
    > > > --
    > > > Regards,
    > > > Sébastien
    > > > <http://www.ondemandanalysis.com>
    > > >
    > > >
    > > > "jwr" wrote:
    > > >
    > > > > I have a query in access that contains 44 fields. I have created a

    > > report
    > > > > from that query. I am attempting to get the query (or report -

    > > whichever
    > > > > one works better in excel) to excel where I can "lock" all but 2 of

    > > those
    > > > > fields. I will then email that portion of worksheet (Control

    number)
    > > that
    > > > > pertains to a particular individual who will input the information

    into
    > > > > those 2 fields and email back to me. Being able to send only

    > > information
    > > > > that pertains to "Control number" is also a question of mine. Once

    I
    > > get
    > > > > the email back - which may be more than one worksheet - with the

    fields
    > > > > completed, I want to "put the worksheet back together" where I can

    email
    > > all
    > > > > of the replies for all "Control Numbers"on to another individual

    rather
    > > than
    > > > > emailing more than one worksheet per Control Number.
    > > > >
    > > > > I would like the ability for the worksheet to refresh from my access

    as
    > > you
    > > > > suggested. Also, is it possible for the "2 fields" be updated from

    > > excel
    > > > > back to access?
    > > > >
    > > > > What I am attempting may not be possible. Thank you for your prompt

    > > reply
    > > > > and any assistance that you can provide. Again, I am definitely a

    > > novice at
    > > > > this!

    > >
    > >
    > >




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