Import Question

[Guest]

I have a database that has a list of customer numbers and all the information
that pertains to them.

I have this spreadsheet that only has the customers first name, last name
and date of birth.

I need to obtain information about the customers on the spreadsheet with
info from the complete databse.

I've tried to import the spreadsheet into a database and then link it up
with the store number. But I don't get the result I need. Other than manually
typing the names, is there another way to do this or am I doing it wrong?

 

[Joan Wild]

I have a database that has a list of customer numbers and all the
information that pertains to them.

I have this spreadsheet that only has the customers first name, last
name and date of birth.

I need to obtain information about the customers on the spreadsheet
with info from the complete databse.

If I understand you, your spreadsheet has information that isn't in the
database and you want to pull this information from the spreadsheet. The
only columns you have in common are the customers first name, last name, and
date of birth.

You can import the spreadsheet into a new table in Access. Then create a
query with this table and your customers table in the mdb. Add join lines
between the two tables (three of them) - first name to first name; last name
to last name; date of birth to date of birth.

Add the field in your customers table that you want updated. Query menu,
Update Query - In the Update To row beneath the column put
[Sheet1]![whatever]
Sheet1 is the name of the table you imported from Excel. Whatever is the
column in that table that contains the info you want put in your customer's
table.
Run the query.

Before you do any of this, I suggest you backup the mdb, in case the results
aren't what you expect.

 

[Guest]

I don't want to update the information from the spreadsheet into the
database. All I want to do is create a query that will take the information
from the spreadsheet, along with the information from the dateabase, and
create a report.

If I link the first and last name and the dob, would it give me all of the
necessary information I require?

I have a database that has a list of customer numbers and all the
information that pertains to them.

I have this spreadsheet that only has the customers first name, last
name and date of birth.

I need to obtain information about the customers on the spreadsheet
with info from the complete databse.

If I understand you, your spreadsheet has information that isn't in the
database and you want to pull this information from the spreadsheet. The
only columns you have in common are the customers first name, last name, and
date of birth.

You can import the spreadsheet into a new table in Access. Then create a
query with this table and your customers table in the mdb. Add join lines
between the two tables (three of them) - first name to first name; last name
to last name; date of birth to date of birth.

Add the field in your customers table that you want updated. Query menu,
Update Query - In the Update To row beneath the column put
[Sheet1]![whatever]
Sheet1 is the name of the table you imported from Excel. Whatever is the
column in that table that contains the info you want put in your customer's
table.
Run the query.

Before you do any of this, I suggest you backup the mdb, in case the results
aren't what you expect.

 

[Joan Wild]

Yes it will. It will only show you information where this matches. So if
you have customers in the spreadsheet, not in the db it won't show (but you
can modify the join if you want to see them).

--
Joan Wild
Microsoft Access MVP

I don't want to update the information from the spreadsheet into the
database. All I want to do is create a query that will take the
information from the spreadsheet, along with the information from the
dateabase, and create a report.

If I link the first and last name and the dob, would it give me all
of the necessary information I require?

I have a database that has a list of customer numbers and all the
information that pertains to them.

I have this spreadsheet that only has the customers first name, last
name and date of birth.

I need to obtain information about the customers on the spreadsheet
with info from the complete databse.

If I understand you, your spreadsheet has information that isn't in
the database and you want to pull this information from the
spreadsheet. The only columns you have in common are the customers
first name, last name, and date of birth.

You can import the spreadsheet into a new table in Access. Then
create a query with this table and your customers table in the mdb.
Add join lines between the two tables (three of them) - first name
to first name; last name to last name; date of birth to date of
birth.

Add the field in your customers table that you want updated. Query
menu, Update Query - In the Update To row beneath the column put
[Sheet1]![whatever]
Sheet1 is the name of the table you imported from Excel. Whatever
is the column in that table that contains the info you want put in
your customer's table.
Run the query.

Before you do any of this, I suggest you backup the mdb, in case the
results aren't what you expect.