Thursday, August 18, 2011

Convert Excel to Access Keep Formulas


If you want to use Access while keeping the formulas of Excel, then linking to data in Excel is a good option. Linking to data in Excel from Access allows you to use the database tools of Access while keeping the data and formulas entered in Excel. While you can't edit the source files in Access, the data automatically changes when edited in Excel. You also don't need to maintain a copy of Excel in the Access database, which can be a hassle.

Instructions

Find the Excel file and worksheet that you want to link to Access.

Open the Excel file and prepare the data. Data has to be specifically formatted to link to Access and the procedures vary according to what types of data you are linking. Review the Microsoft Office Support guidelines if you're unsure how to format the data (see Reference).

Open the Access database where you want to create the link to Access. Make sure it is not a read-only database by checking that you can make changes. Read-only databases will say "Read-Only" at the top of the database.

Click on the "External Data" tab located at the top of the Access database. Under "Import," click on "Excel" and navigate to "Get External Data--Excel Spreadsheet."


Locate the Excel spreadsheet by browsing for the file on your computer. Select the file and then select "Link to the data source by creating a linked table." After you click "OK," the Link Spreadsheet Wizard will automatically start.


Select the worksheet that you want to link to in the wizard. Choose "First Row Contains Column Headings" to name the fields in the table in Access. Click "OK" to complete the action.

Type in a name for the linked table when prompted in the wizard. Then click on "Finish."


Read more: http://goo.gl/J43KN

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