linking excel
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Forum home » Delegate support and help forum » Microsoft Access Training and help » Linking to Excel

Linking to Excel

resolvedResolved · Low Priority · Version 2007

replyReply Mon 26 Jan 2009, 16:48Delegate Phillip said...

Phillip has attended:
Access Introduction course
Access Intermediate course
Access Advanced course

Linking to Excel

How do I link an excel tool to an access database and update the information in excel automatically?

For upcoming training course dates see: Pricing & availability

replyReply Wed 28 Jan 2009, 12:17Trainer Rajeev said...

RE: Linking to Excel

Dear Phillip

Thank you for attending Access 2007 Introduction course!! I hope you enjoyed the course and benefited from it.

Please follow these steps to link your Excel sheet to Access:

1. In Access Open the database where you want the linked Excel file to be inserted

2. Choose the External Data tab on the ribbon. Click on Excel on the IMPORT Group

3. In the "specify the source of the data" click on the browse button and choose the file and press Open

4. You will have Two choices. Please ensure that you choose "Link to the data source by creating a linked table".

5. The wizard will appear asking you which sheet you would like to link. Select the relevant sheet and then press Next

6. It is recommended that in Excel you have your column headings in your Row 1 because in this step it will ask you if your first row contains headings. These will become the column headings in Access. If first row does contain the column headings then tick that option and then press Next.

7. Last step will ask you what name you want to give but it is recommend to keep the same name it suggest which should be the name of the worksheet in MS Excel. Press Finish

A message will appear telling you that the Sheet was linked successfully. Press OK. You'll notice that the Excel icon will appear as Table and should have a blue arrow in front of it emphasising that it is a linked table.

If you open the Excel and added or deleted and records or data in cells and then open the Linked Excel object in Access you

 

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Access tip:

Hiding rows and columns

To hide a column or row in Access, you need to minimise the column or row. This can be done by placing your mouse on the right edge of a column, wait for the mouse to change to a double aroow and then drag to minimise the column

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