Excel Linking

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  • Mark T.

    Excel Linking

    Hi,
    I've got a simple DB (Office Win XP Professional).
    Basically, it's like a check book register - deposit, deduction and running
    sum.
    I'd like to somehow link it to an Excel spreadsheet that will do the
    calculations and then keep the data updated in the form
    and report in the DB. Apparently this isn't done in Access because
    the "cell" where you enter the data is actually a field. I have a tabular
    form that looks just like a checkbook register and I'd like each
    individual record to show the change that occurs 'for that record'
    in real time, as the data is entered.
    I've tried Tools / Office Links / Analyze it with Excel, but without
    a dynamic formula in the spreadsheet, nothing happens and there is
    no link established to update the data.
    Ideas? Tips?
    Thank you!
    Mark


  • PC Datasheet

    #2
    Re: Excel Linking

    Mark,

    Try basing your form on a query and in the query use calculated fields. You'll
    get the effect you want this way. Linking to Excel won't give you the effect you
    want!

    --
    PC Datasheet
    Your Resource For Help With Access, Excel And Word Applications
    resource@pcdata sheet.com



    "Mark T." <turnermark@ver izon.net> wrote in message
    news:bhoBc.1832 7$Yb1.10440@nwr ddc02.gnilink.n et...[color=blue]
    > Hi,
    > I've got a simple DB (Office Win XP Professional).
    > Basically, it's like a check book register - deposit, deduction and running
    > sum.
    > I'd like to somehow link it to an Excel spreadsheet that will do the
    > calculations and then keep the data updated in the form
    > and report in the DB. Apparently this isn't done in Access because
    > the "cell" where you enter the data is actually a field. I have a tabular
    > form that looks just like a checkbook register and I'd like each
    > individual record to show the change that occurs 'for that record'
    > in real time, as the data is entered.
    > I've tried Tools / Office Links / Analyze it with Excel, but without
    > a dynamic formula in the spreadsheet, nothing happens and there is
    > no link established to update the data.
    > Ideas? Tips?
    > Thank you!
    > Mark
    >
    >[/color]


    Comment

    • James Fortune

      #3
      Re: Excel Linking

      "Mark T." <turnermark@ver izon.net> wrote in message news:<bhoBc.183 27$Yb1.10440@nw rddc02.gnilink. net>...[color=blue]
      > Hi,
      > I've got a simple DB (Office Win XP Professional).
      > Basically, it's like a check book register - deposit, deduction and running
      > sum.
      > I'd like to somehow link it to an Excel spreadsheet that will do the
      > calculations and then keep the data updated in the form
      > and report in the DB. Apparently this isn't done in Access because
      > the "cell" where you enter the data is actually a field. I have a tabular
      > form that looks just like a checkbook register and I'd like each
      > individual record to show the change that occurs 'for that record'
      > in real time, as the data is entered.
      > I've tried Tools / Office Links / Analyze it with Excel, but without
      > a dynamic formula in the spreadsheet, nothing happens and there is
      > no link established to update the data.
      > Ideas? Tips?
      > Thank you!
      > Mark[/color]

      It sounds like you only need Excel to do a calculation that Access can
      also do. If you use a subform in datasheet view, you can have it
      update your running sum whenever the user updates a value. The
      running sum could be a text box on the main form. A nice touch is to
      include a check box value that indicates when a check clears. You can
      reconcile your bank statement by having another running sum that
      subtracts all cleared checks from the sum of all deposits. If you
      don't like waiting for the automatic calculations you can use a
      command button to do the calculations when you are finished editing.

      James A. Fortune

      Comment

      • James Fortune

        #4
        Re: Excel Linking

        "Mark T." <turnermark@ver izon.net> wrote in message news:<bhoBc.183 27$Yb1.10440@nw rddc02.gnilink. net>...[color=blue]
        > Hi,
        > I've got a simple DB (Office Win XP Professional).
        > Basically, it's like a check book register - deposit, deduction and running
        > sum.
        > I'd like to somehow link it to an Excel spreadsheet that will do the
        > calculations and then keep the data updated in the form
        > and report in the DB. Apparently this isn't done in Access because
        > the "cell" where you enter the data is actually a field. I have a tabular
        > form that looks just like a checkbook register and I'd like each
        > individual record to show the change that occurs 'for that record'
        > in real time, as the data is entered.
        > I've tried Tools / Office Links / Analyze it with Excel, but without
        > a dynamic formula in the spreadsheet, nothing happens and there is
        > no link established to update the data.
        > Ideas? Tips?
        > Thank you!
        > Mark[/color]

        It sounds like you only need Excel to do a calculation that Access can
        also do. If you use a subform in datasheet view, you can have it
        update your running sum whenever the user updates a value. The
        running sum could be a text box on the main form. A nice touch is to
        include a check box value that indicates when a check clears. You can
        reconcile your bank statement by having another running sum that
        subtracts all cleared checks from the sum of all deposits. If you
        don't like waiting for the automatic calculations you can use a
        command button to do the calculations when you are finished editing.

        James A. Fortune

        Comment

        • Mark T.

          #5
          Re: Excel Linking

          Hi,
          Thank you for the input.
          However, I'm obviously new at this,
          so are there any examples of how to make
          this particular calculated field or query?
          I've tried to type into the zoom box,
          running sum-deduction+depos it
          and what I finally wind up with is a grand
          total for the entire DB apperaring in the running
          sum "cell" for each record. It updates, but only
          shows the total, not the changes caused by the
          individual entry - deposit or deduction.
          Thank you,
          Mark


          Comment

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