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  1. #1
    HughJars is offline Novice
    Windows 10 Access 2013 64bit
    Join Date
    Sep 2017
    Posts
    4

    Extracting data from existing DB into new table

    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

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    53,770
    Maybe something like:

    INSERT INTO table2 SELECT table.*, Date() AS fieldname FROM table1 WHERE Status='Open';

    What are your 'steps' - a VBA procedure in Access?
    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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