Hi,
Propper newbie to using access so apologies!! But I have to start somewhere!!
I have successfully created a table containing all the data I need, there is only around 10,000 rows or so since 2012 so its never going to be a huge dataset..
The records in this DB have certain elements that can change.. its an extract from MS Dynamics (the CRM tool my company use) so most of the data is locked down once entered. However there are a couple of elements that will be updated from time to time and will change.. Notably the follow up dates and estimated time to close a sale IE we set an initial date that the customer estimates will be ready for processing along with a date and time to call them back again.
This database is updated daily.
So what I want to do is..
When I import the full extract into the DB I also want to take a snapshot of all the open records, add this to another table and prefix with todays date...
Now, I know I can do this manually by filtering the data and copy/paste or using the query function in excel to extract and then reimport but there must be an easier way???
I have the steps for my original extract saved, pretty standard, Id like to amend this saved extract to also complete what I describe above if possible!
thanks in advance for any help!
J