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  1. #1
    Grefcon901 is offline Novice
    Windows 8 Access 2013 64bit
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    Access Virgin. General Questions enclosed

    I am attempting to create a Database on a local drive for specific stocks and ETFs. My main goal is to take data from an excel workbook into a access database to create a wide variety of reports. I am reading and researching the in's and out's of the forefront of access but am still lacking in the know how to make it what I want.



    What I want to do:

    Create a personalized text entry to locate a specific range of dates and return a variety of results but the main issue is how do i create these forms.

    There will obviously need to be multiple of these forms per task and query but any advice or help is welcomed. if this post is lacking info i apologize i will answer any new posts I just have no idea where to start.

    Do I need VBA?
    Does Someone have a template ?
    Is there an awesome Tutorial for report creation?

    I am just at a loss. Thanks Guys.

    -Jon

  2. #2
    vicsaccess's Avatar
    vicsaccess is offline Competent Performer
    Windows 8 Access 2013
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    Apr 2015
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    all you want is possible, just break it down into its steps.
    1. Design the database, research what you will need in the tables and the flow of how it should run. Put it all on paper.
    2. Import data from excel to access tables. there are macros or code to help with this.
    3. Design the queries to show what you are needing from the data.
    4. Design the forms as input filters for the queries and execution points.
    5. Design the reports based on the queries.

    Take a look at http://www.rogersaccesslibrary.com/forum/forum46.html

  3. #3
    Grefcon901 is offline Novice
    Windows 8 Access 2013 64bit
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    Thank you @vicsaccess!!

    brief question for you, I have 21 sheets im trying to import and they are all identical( different numbers) but it keeps making some of the columns on select sheets(tables) default to text format. I change it to a number format and it says its in compatible. no idea.

  4. #4
    vicsaccess's Avatar
    vicsaccess is offline Competent Performer
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    Sorry, I'm not real familiar with importing from excel. my only thought would be data size. default value for number is a integer which has a size of up to 32,767. if your numbers you are importing are larger than that then you might try changing the field size to long integer which goes up to 2,147,486,647

  5. #5
    alansidman's Avatar
    alansidman is offline Indifferent
    Windows 10 Access 2013
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    Save your sheets as .csv files and import them. Use the Advanced Button on the wizard screen to customize your imports.

  6. #6
    Grefcon901 is offline Novice
    Windows 8 Access 2013 64bit
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    That seemed to help, but now all the fields are locked and I cant edit in design mode.

    Thank you

  7. #7
    alansidman's Avatar
    alansidman is offline Indifferent
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    now all the fields are locked and I cant edit in design mode.
    I don't understand what this means. If you have assigned a type of format to a field when you import then why would you need to edit that?

  8. #8
    orange's Avatar
    orange is offline Moderator
    Windows 8 Access 2010 32bit
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    grefcon901,

    Why don't you step back from your current problem and work through a tutorial that will guide you to design a database that meets the needs of a sample problem. Such a tutorial will teach you concepts which are fundamental to database and can be used with any database. You can continue with a trial and error approach, or you could work through one of the tutorials at RogersAccessLibrary. Any of his tutorials will start with a problem description, a process to follow to design the database, and a solution. Start to finish in less than 1 hour.

    It's your choice, but I recommend working through a tutorial.

    Here are 2:
    http://www.rogersaccesslibrary.com/T...lationship.zip
    http://www.rogersaccesslibrary.com/Tutorials/ClassInformation.zip


    You can use what you have learned to design your own database.

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

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