I would like data entered in a form to also be sent to a spreadshe

[Guest]

I'm not that advanced with Access but I'm looking to modify an existing
database to export data to a spreadsheet, or do caclutations for me similar
to a spreadsheet. Essentially, I'm using an access form to enter data from
each call I take and the spreadsheet to track sales and calculate
commissions. I would like to streamline this so that after the form is
filled in, if I choose "Sold" in my "Status" field, the entry will be
auotmatic. Thank you in advance for your help.

 

[Guest]

Access can do anything that Excel can do, so unless there is some special
need, there is no point in exporting/importing from Excel.
Yes, Access can do what you want but you'll need to ask specific questions
about what you want. We can't design a system for you, only you know what you
need.
Essentially you can attach VB code to an 'event' like pressing a button or
selecting an item from a drop-down. The code can do anything you want,
calculations, exports, imports or reading and writing database records.

Dorian

 

[Guest]

Pipe,

You could have a field in your table that is yes or no for SOLD.

Then create a report off a query that selects only the sold records. Another
report /query for Not Sold but prospects. And do as many calculations in your
query/report that you wish, with sub-totals and grand totals,etc.

You may want another field that is yes no for dead deal, meaning past the
time allowed to call them back or no sale and they don't want us to call
again. If you do this you would modify your queries above to select only
non-dead deals and then select sold or not sold.

You could also add sales person codes and create reports by sales person or
doing report breaks by sales person.


Your reports could be very close to the same with the exception of the
report title, so you could create one query and report. Then copy the query
and report, making the slight changes to creat e the non-sold version. Saving
you time and re-using code somewhat.

You could also create a form to add the new prospects, and another form to
change records from not sold to sold, and not dead deal to dead deal, etc..
Then it would be easier than excel to enter data and maintain it.
--

If you just want to take someone elses database and export their data to
Excel,

Go into the database and get to the table tab to see the tables. Double
click on the table you want. Now go up to the FILE and under FILE select
EXPORT and follow the instructions to chose the type you wish for Excel. Make
sure the number of records doesn't exceed the limit for Excel your using.
Access can hold more records than excel can.

Sorry if I am favoring access over excel, I still like excel for my problem
solving of certain types of problems,

Good Luck