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  1. #1
    ScottlyRM is offline Novice
    Windows 7 32bit Access 2010 32bit
    Join Date
    Jan 2013
    Posts
    1

    Smile Converting Excel table with formulae to Access for reports and forms

    Hi all,

    Having a little trouble converting an Excel table into an Access table. I think the problem is with the formula and the way they're incompatible in access...
    I wondered if anyone had any thoughts on a work around.

    Essentially its a list of financial information with equations to sort out NET, VAT and Total values with discounts, as well as a few date fields which relate to the date payment is due etc.

    I need a simple form for my colleagues to fill out each time they need to submit info, with a back end which works out the VAT dates etc. All of this is pretty basic arithmetic and standard opperators (+, -, * or / with parentheses) except the date valuse which uses the EDATE function to add months onto a date.

    Ideally I would like to copy/translate my excel formula into access and then import the historic data. Or find a way to have an Access form add info to the table.



    Any work arounds/ideas welcome!

    Thanks in advance.

  2. #2
    June7's Avatar
    June7 is online now VIP
    Windows XP Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    52,972
    The first question you have to answer is 'Do I need Access for this requirement?' Do you want a relational database? If you want to maintain historical records, then yes, sounds like you do. In which case the question is 'Do I need Excel as a component of this requirement?' If not, then import the raw data into Access table and then build queries, forms, reports to manipulate the data. You will have to recreate the calculations. Instead of EDATE, explore DateAdd function.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

Please reply to this thread with any new information or opinions.

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