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  1. #1
    chachie22 is offline Novice
    Windows Vista Access 2007
    Join Date
    Jul 2011
    Posts
    1

    Automatically Export to Excel


    Hi Everyone,

    I'm new to access and I'm wondering if this is possible. I have a query set up and I'd like to have the results automatically update a separate excel sheet after a new entry has been made.

    Basically it's an invoice spreadsheet and once our department enters all of the data for the new entries, only a select few fields would be queried for the entire database (i.e. unpaid invoices, name and address). I would like this data to then be exported to a separate excel spreadsheet for other employees to use. This excel sheet would be over written, not appended.

    Thanks for the help

  2. #2
    M0RDANT is offline Novice
    Windows XP Access 2010 32bit
    Join Date
    Jul 2011
    Posts
    2

    RE: Auto Export to Excel

    Easy as pie:
    1. Create & save your query in Access using whatever fields and or filters you need.
    2. In Excel, open new worksheet and click on the DATA tab and get external data from Access. it will ask you from which file and from which table or query. TIP: I usually will start in A2 so I can make my Column headings in row 1 more people friendly and hide row 2 (which are the headings from your access file).
    3. Name your connection and change properties to auto refresh upon opening and allow for background refreshing every so often.
    4. Save your file.

  3. #3
    SteveF is offline Generally AccessAble
    Windows XP Access 2010 32bit
    Join Date
    Nov 2010
    Location
    Fourth Corner
    Posts
    123
    Mordant uses one method -- "pulling" the data from Access using Excel.

    The other way is to "push" it into Excel using Access.

    Access has the built-in ability to export the contents of a table or query directly into a new or existing Excel file. If you export into an existing file, there is the possibility that a new worksheet tab will be made. Either way, the worksheet tab gets named with the name of the Access query/table from which the data came.

    The excel export can be done either manually, or via VBA code.

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

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