Microsoft Tools: Link Access Tables to Excel Spreadsheets

This course includes lifetime access so you can complete the course at your own speed.

Take this course now to learn how to link Access to Excel so you can run a query for any time period and have it instantly update when you refresh all of your linked data in multiple Excel sheets. Using the techniques from this course will save you hours of time every time you create your reports.

Benefits of taking this course include:

• Unlimited and lifetime access to the course
• Learn the course at your own pace
• Course can be accessed on any platform
• 24/7 Customer support

Learn How to Link Access Tables to Excel Spreadsheets, then Update the Data Instantly!

This course shows you how to link Access to Excel so you can run a query for any time period and have it instantly update when you refresh ALL of your linked data in multiple Excel sheets. Using the techniques from this course will save you hours of time every time you create your reports! Learn how to use this duo for business.

This course also covers an alternate method for linking to Excel and creation of Data Slice Tables and a Pivot Table in Excel. FIVE reports in the Excel file and they can all be updated from Access in a matter of seconds!

The method uses queries and macros, but NO PROGRAMMING, so anyone with just a very basic knowledge of Access and Excel can easily accomplish all the tasks in the course.

This is especially helpful if you have to recreate a report for some past time period. Since Access can hold many years of data, you can recreate monthly reports for any time period – instantly!

And remember – you don’t have to know anything more than the bare basics of Access and Excel to learn how to instantly send data from Access to Excel!

Microsoft Tools: Link Access Tables to Excel Spreadsheets will cover the following topics:

Topic 1: Inspect Tables And Demonstrate The Problem

• Introduction
• Link To Database File
• Inspect The Tables And Export A Query To Excel
• How About Exporting A Report?
• Access To Excel – Course Materials

Topic 2: Build The Data Table

• Just Before We Start
• Create The Data Table
• Add Two More Columns To Our Table
• Create Macro To Run The Queries And Test It

Topic 3: Put The Report Table In A Separate Database

• Create The New Database And Import The Report Table
• Link To The New Database And Test The Macro

Topic 4: Create Excel File And Link To Our Report Database

• Create The Excel File And Link To The Data
• Test The System And Remove A Potential Problem

Topic 5: Add A Second Report To Our Excel Spreadsheet

• Add A Sheet To The Excel File For Customer Totals
• Create Queries To Get The Report Dates And Add To Our Macro
• Create The Customer Totals Table Using The Same Dates
• Final Modifications To The Customer Totals Table
• Add The Customer Totals Table To The External Database
• Create An Excel Data Connection To The Customer Totals Table And Final Test

Topic 6: An Alternate Method For Linking All Tables At Once

• Overview Of What We Will Accomplish
• Link To New Access And Excel Files
• Review Of Tables In The New Database

Topic 7: Build The New Data Tables In Access

• Build A Query To Show The Top Ten Customers
• Link Five Tables In A Query To Build The Order Summary Table
• Add The New Queries To The Access Macro And Turn Off Warnings

Topic 8: Prep The Excel File And Link The New Data Tables

• Edit The Sheet Headers And Date Formulas
• Create The Data Connection From Excel To Access For Multiple Tables
• Import All Four Of The Access Tables And Create Totals

Topic 9: Use Data Slices And Create A Pivot Table

• Add Data Slicing To Our Order Summary Report
• Create The Pivot Table And Learn How To Modify It

Topic 10: Test The Instant Data Update From Access And Prep Excel File For Distribution

• Modify The Order Summary Query And Test The Data Update
• Save Excel File For Sending And Remove The Connection

Topic 11: Conclusion

Topic 12: Linking Excel To A Password Protected Access Database

• How To Encrypt Or Password Protect An Access Database
• A Problem WIth Linking An Excel File To An Encrypted Access Database
• How To Resolve The Problem With Linking Excel To An Encrypted Access Database

This course is designed for anyone who is interested in learning how to link Access tables to Excel spreadsheets.

No prior knowledge is required to take this course.

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Certificate of completion

Digital certificate - Included