Adding user inputted data to an existing table

[HughJars]

Hi,

I have a simple database set up that I import all my sales data into. But due to restrictions in my CRM system I do not have a way to add reasons for lost sales through the CRM system.

SO I have created a spreadsheet that pulls data from the main DB, but it will only pull the lost sales for a specific sales person into the sheet. I have then added to columns to the end of the data and I want my team to access their spreadsheet refresh the query to pull across the latest lost sales and they will fill in the 2 empty reason columns (using dynamic drop downs). This is as far as I have got..

Now I have the 2 new columns in these spreadsheets I want to be able to upload just the 2 new columns against the relevant record in the main DB and this is where I am stuck..

I am pulling across the ID number of the record into the sales coding spreadsheets so I have a unique identifier, if that helps?



Ho do I go about only adding these 2 columns to the main DB??

thanks in advance!

[ranman256]

Youd add the 2 columns to the table.
After you import data from the spreadsheets, (either via transferspreadsheet, or append query)
then other users can add the comment text.

[HughJars]

Thanks Ranmann,

My access knowledge is limited.. the only way I know how to import into the DB is by the wizard and when I do this.. IE

External data>EXCEL

then I get 3 options..
1 - import the source etc etc
2 - Append a copy etc etc
3 - Link the data source etc etc

from this point onwards access wants to replace the entire table when I only want to update the 2 new columns in the DB..

what am I missing?

thanks

J

[isladogs]

Link the spreadsheet to your main db
Write an append query to import any records not in the main db and/or an update query to update the existing records.
In either case, just include the fields you want to import

PS. Love the user name. I used to have a work colleague called Hugh Jones that some wag nicknamed Hugh Janus.
The name stuck as you'd expect

[HughJars]

Thanks Ridders,

I have been using HughJars (or variants HghJrs for example) for years on play station network, forums, anywhere I need a username!!

I think I may have to make this a manual process as when you say "Write a query" I start to get palpitations! I wouldn't even know where to start...

Ill get them to update the reason codes and them Ill grab the results manually rather than try and be clever and get them back in the main DB...

thanks very much for the suggestion tho!

[orange]

Hugh,

Watch some Access videos on Youtube. I find 599CD (Richard Rost) has many good videos.

[isladogs]

You will need to use queries in order to use Access effectively.
There are wizards to help those new to Access - the basics of queries are very easy - no need for palpitations!

Another good set of videos are those by Steve Bishop - from beginner to intermediate to advanced
Here a link to the first one: https://www.youtube.com/watch?v=kogGwRIHH6o