E
exbelgieswig
Hello,
I have created a relatively simple Access database from a spreadsheet of
data that we receive monthly from the Audit Group. I exported the data into
an access table and created a couple new fields to allow for comments from
our group. I then created a user-input form with read-only data from Audit
and comment fields for our users (the Risk department). I created a few
"auxiliary" tables that link to the main table that was imported. From these
tables the user can choose from combo box options on the form. Lastly, I
created a report that takes the data from the modified Audit table and
created a front-end form (switchboard) to choose between entering data and
printing reports.
My boss would like me to automate the upload/table modification/report
creation process so that the user can open the database and click an upload
button to load the spreadsheet data where it can be updated with our comments
via the form and printed as a report. We receive a new audit report each
month and ideally I would like to keep each month's report (that has been
modified by our group in Access).
My macro/VBA expertise is not very strong. How should I go about creating
an executable command that will upload the data from excel, add the relevant
fields and sync with the form and reports. I could add a unique identifier
to each month's audit data so that I could use a query to limit report
results and keep adding each subsequent month's data to the table. Is this
right way to go? Can someone help get me started on the code or at least
point me in the right direction?
Much thanks
Chris
I have created a relatively simple Access database from a spreadsheet of
data that we receive monthly from the Audit Group. I exported the data into
an access table and created a couple new fields to allow for comments from
our group. I then created a user-input form with read-only data from Audit
and comment fields for our users (the Risk department). I created a few
"auxiliary" tables that link to the main table that was imported. From these
tables the user can choose from combo box options on the form. Lastly, I
created a report that takes the data from the modified Audit table and
created a front-end form (switchboard) to choose between entering data and
printing reports.
My boss would like me to automate the upload/table modification/report
creation process so that the user can open the database and click an upload
button to load the spreadsheet data where it can be updated with our comments
via the form and printed as a report. We receive a new audit report each
month and ideally I would like to keep each month's report (that has been
modified by our group in Access).
My macro/VBA expertise is not very strong. How should I go about creating
an executable command that will upload the data from excel, add the relevant
fields and sync with the form and reports. I could add a unique identifier
to each month's audit data so that I could use a query to limit report
results and keep adding each subsequent month's data to the table. Is this
right way to go? Can someone help get me started on the code or at least
point me in the right direction?
Much thanks
Chris