Compliance Tool HOW???

[Guest]

I am in the process of developing an access database that would track account
compliance. I receive an excel file that has Sales figures and market data
on a quarterly basis. I have already built my queries and reports based off
of the first excel file that I imported into a table. I have several queries
that I run to reformat this data and then I create another table that all my
queries and reports are built from. I distribute a report to sales reps that
request that select from several different actions. I receive the report
back from them and enter the actions taken into the database. I need to keep
a record of these actions but I also need to update the account compliance
data each quarter. The new spreadsheet could have new accounts on it. So
anything not on the old spreadsheet needs to be added. I can't quite get my
brain around this.

Any suggestions would be greatly appreciated or if someone can point me in
the right direction, I would be immensely grateful.

Thank you,

 

[Guest]

Emma,

IfI understand your situation, you need to be able to append new data to
your existing data. By no means am I an expert andthere may be a more
elegant solution out there, here is what I would do if I were you.
1) start with a copy of your database (nothing worse than an action query
gone wrong)
2) either import or link the new Excelfile to you database. (I recomend
linking becuse it makes it a breaze to replace it with new files as they come
in)
3) run an unmatched query to find all the records from the new file that are
not currently in your existing table
4) use an append query to to add the "unmatched" records to table
5) once you have it working the way you want, make a macro to automate the
process for the future

Hope this helps

 

[Guest]

Thank you Jason, that is exactly what I was looking for.