G
Guest
Hello folks! Using A02 on XP. Not a programmer but love learning and
starting to 'get it'.
I have a project and want to ask what would be the best approach. I'm an
Access person but I need to be able to send an Excel file to a client with
their employee retirement plan data like names, DOB, DOH, Hours,
Compensation, Employment Status (but NO SSN's!) and they will make any
necessary edits/additions for the plan year and return the file so we can
update our information for year end processing. Any new records they add
will include SSN's.
Our system will create .txt files that I can import into Access. I have a
macro in my DB that imports the .txt file and names the table whatever
contract number is selected on my form (GPXXXX). It then runs a couple of
routine editing queries and then exports most of the data (NO SSN's!)
including an AutoNum ID field to an Excel spreadsheet named GPXXXX.xls in a
specific 'OUT' folder. (I'm using the AutoNum ID field as a unique
identifier between the imported table data and the exported Excel file the
client will return to us.) When the client returns the edited GPXXXX.xls
file it will be placed in a specific 'IN' folder.
The file will be loaded back into our system to update data there but I need
to also create a report that will identify what was edited/added to what we
sent out and what we received back in. In the past I have created Excel
files that 'compare' 2 spreadsheets and show what does not equal so know how
to do it there. Just wonder how to do it in Access or if it would be best to
stay in Excel for that portion of my project. The reason I think I need to
do it in Access is that it needs to be automated for the user and don't know
how to link 2 files when the file names change all the time from contract
number to contract number.
Would love a little advice or guidance before getting in too deep. Any help
would be greatly appreciated!
Peace,
starting to 'get it'.
I have a project and want to ask what would be the best approach. I'm an
Access person but I need to be able to send an Excel file to a client with
their employee retirement plan data like names, DOB, DOH, Hours,
Compensation, Employment Status (but NO SSN's!) and they will make any
necessary edits/additions for the plan year and return the file so we can
update our information for year end processing. Any new records they add
will include SSN's.
Our system will create .txt files that I can import into Access. I have a
macro in my DB that imports the .txt file and names the table whatever
contract number is selected on my form (GPXXXX). It then runs a couple of
routine editing queries and then exports most of the data (NO SSN's!)
including an AutoNum ID field to an Excel spreadsheet named GPXXXX.xls in a
specific 'OUT' folder. (I'm using the AutoNum ID field as a unique
identifier between the imported table data and the exported Excel file the
client will return to us.) When the client returns the edited GPXXXX.xls
file it will be placed in a specific 'IN' folder.
The file will be loaded back into our system to update data there but I need
to also create a report that will identify what was edited/added to what we
sent out and what we received back in. In the past I have created Excel
files that 'compare' 2 spreadsheets and show what does not equal so know how
to do it there. Just wonder how to do it in Access or if it would be best to
stay in Excel for that portion of my project. The reason I think I need to
do it in Access is that it needs to be automated for the user and don't know
how to link 2 files when the file names change all the time from contract
number to contract number.
Would love a little advice or guidance before getting in too deep. Any help
would be greatly appreciated!
Peace,