I need to pull info from an access line into cells in Excel.

[Guest]

1. I want to be able to open an Excel Template I have created.
2. The Template is an "Order" and has about 10 pieces of info that is needed
in cells such as Name, Address, Phone, Fax etc.
3. I would then 'save as'
4. I have 512 contacts in an Access Data Base.
Can it be done?

Using Office pro 2003

 

[John Vinson]

1. I want to be able to open an Excel Template I have created.
2. The Template is an "Order" and has about 10 pieces of info that is needed
in cells such as Name, Address, Phone, Fax etc.
3. I would then 'save as'
4. I have 512 contacts in an Access Data Base.
Can it be done?

Can WHAT be done?

What do the contacts have to do with the spreadsheets?
Which of the 512 contacts should be saved into an Order?
What is it you're going to "save"?

Type ctrl-G to open the VBA editor (think Excel Macros if that's more
familiar), and search for Help on "TransferSpreadsheet". It sounds
like you might be wanting to export data from an Access Table into a
spreadsheet, and that Method is probably going to be the way you'll do
so.

John W. Vinson[MVP]

 

[John Vinson]

Thanks John
This info would go on an order form:

CLIENT
Agency
Address
Phone
Fax
Contact
Sales Rep
Account #
Contract #
Spot Identifier
CO-OP
All could or should be pulled from a "field"? in the data base.

Each of these would be a Field in a Table (in Access jargon, a
"database" is the .mdb file container for multiple Tables, Forms,
Modules and other objects).

Each "Line"? in the database has a client in it with all their information
in it.

The proper jargon term is either "record" or "row" (and you can get
into some fine old arguments about which is in fact "proper").

So I believe if I have an order from ABC Company I can open my Excel
template (then somehow pull the needed info from Access) then fill in the
order. "Save As" ABC Client order 12-20-06.

Will you be doing this from Excel, or from Access? Is there some
critical reason to store this information redundantly in your
spreadsheet? What if you have the same company in 22 different
spreadsheets and the company's phone number changes?

You might want to ask this question in an Excel newsgroup rather than
here - I'm NO sort of Excel expert at all, and while I know that Excel
can easily pull data from an Access database (even running a query), I
don't know the mechanics of doing so.

At the same time another rep can enter an order for xyz from their line in
the data base..

John W. Vinson[MVP]