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  1. #1
    eww is offline Competent Performer
    Windows XP Access 2007
    Join Date
    Aug 2010
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    125

    Import Monthly Backlog - Excel


    I have an Excel spreadsheet of Backlog projects that needs to be imported monthly. It has several pieces of the project information that I have stored in one table and I am trying to make it where when the spreadsheet is imported it replaces the relative information.

    I have tried to import it to change the data instead of append it (I don't want to just add these because they contain the job number which is the primary key of the table) but I'm not sure how to make it find the related job number and just replace that data.

  2. #2
    NTC is offline VIP
    Windows Vista Access 2007
    Join Date
    Nov 2009
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    2,392
    Import into its own table. Just to hold the data inside Access.

    Then make an UpdateQuery; as I understand your post this new data is to overwrite the existing data and you do have a common key field in both tables - so this should work.

    Ultimately then you will want to delete all the records in the first table so it is blank for reuse.

    You can set up each of these steps individually and run manually until you are certain they all work and then trigger them as a sequence either via vba or a macro.

  3. #3
    eww is offline Competent Performer
    Windows XP Access 2007
    Join Date
    Aug 2010
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    125
    Yeah I've been working on that and I think it's working now. I think what I wasn't doing right was linking up the Job Numbers in the update query.

    Everything seems to be working but yeah I'll probably play around with it a bit more before I throw in some auto update code.

    Thanks for the reply!

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