Query for DUE DATE reminder

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  • MJC24
    New Member
    • Jul 2010
    • 1

    Query for DUE DATE reminder

    I need to make a query.
    We have a spreadsheet of our clients with Name, State, School, date Purchased and Date Renewal.

    I need to have something that will tell us when a client is going to be due for a renewal. My boss wants it to be a 3 month window, so that we will know who will be due for renewal in the next 3 months.

    I have no code knowledge at all. Can anyone please tell me how to do it? You would need to explain it like you are to a 5 year old. Thank you! :D
  • Delerna
    Recognized Expert Top Contributor
    • Jan 2008
    • 1134

    #2
    Are you wanting to make an access database using the excel spreadsheet as the data source or do you want to move away from excel all together and turn it into an access database solution only?

    By that I mean
    1)
    Users update data in the spreadsheet
    and
    Get the 3 month report in access



    or


    2)
    Users update data in access
    and
    get the 3 month report in access



    If it was my choice I would choose 2
    There are a lot of similarities between a spreadsheet and a database table. You can create databases with excel but it is a spreadsheet application and that is where they excel (excuse the pun)
    If you want to create a database with queries and reports you should use a database application because access is designed to make querying and reporting on your data easier. Much easier in fact

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