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  1. #1
    pzerarka is offline Novice
    Windows 8 Access 2013
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    Oct 2015
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    Post Access to Excel database reports automation

    I am looking for a solution to automate our monthly reports.


    Each month our sales team, send me 7-8 Excel spreadsheets (for each of our products) that will have multiple users with different key data to track. I then have to populate another spreadsheet for each user to create a summary for each product performance tracking specific data from all of these 7-8 spreadsheets.

    I want to automate the process where I can simply upload these 7-8 spreadsheet to then populate the one page Excel summary report. Or,,, be able to generate a quick report for each user that then can be uploaded into the one page summary report.


    1. Do you know if I can create a database to help me automate this process?
    2. Does it make sense to Access with Excel or simply leverage Access?


    p.s. I have to repeat this process each month with new updated spreadsheets. Means I will have to update the 7-8 spreadsheets manually once I create the database to reflect the most recent data. Confuse enough???

    Any help is much appreciated!!!!

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
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    May 2011
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    1. Certainly. Excel sheets can be linked to from Access or data imported to table.

    2. Why is Excel involved? I expect a db could be developed where team inputs data directly to Access - which would be my preference.

    Why do you have to update the spreadsheets?
    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.

  3. #3
    pzerarka is offline Novice
    Windows 8 Access 2013
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    Oct 2015
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    I hope I am looking at this the right way.
    Currently we are manually populating a final Excel snapshot to summarize some key performance for each user from each spreadsheet. Yak ��
    So, if Access can handle everything it's even better, but the final product needs to be a snapshot report per user

  4. #4
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
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    Database stores all data. 'Snapshot' report is generated for desired period/user by using filter criteria.

    Suggest you take some time to learn about Access functionality and database principles. Here is a tutorial site for starters http://www.rogersaccesslibrary.com/
    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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