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Using access for sales quotes
- Thread starter FRIESZ
- Start date
Hi
No problem
Regards
Ken Reay
Freelance Solutions Developer
Boldon Information Systems Ltd
Website needs upgrading, but for now - UK
No problem
Regards
Ken Reay
Freelance Solutions Developer
Boldon Information Systems Ltd
Website needs upgrading, but for now - UK
You can link to your access data from excel..
to create a live link to the table or query from within excel,
From excel click Data>Get External Data>New Database Query>....the choose msaccess databases* from the list...follow the wizard from there (to select your mdb, table or query)
then return your data to excel.
You can opt to use the wizard or MsQuery (a gui type interface, similar to access...I would recommend the MsQuery option.(look for the check box in one of the wizard dialog boxes)
when data is returned,...you can right click in the data and select properties to refresh on open...auto fill formulas etc.
this is now a live link, any time the workbook is opened. your current / up to date access data comes in (if you set the refresh on open option)
Note: if you use msquery, you can add propmts for the user to fill in parameters used in the query criteria, just as you would in Access.
to create a live link to the table or query from within excel,
From excel click Data>Get External Data>New Database Query>....the choose msaccess databases* from the list...follow the wizard from there (to select your mdb, table or query)
then return your data to excel.
You can opt to use the wizard or MsQuery (a gui type interface, similar to access...I would recommend the MsQuery option.(look for the check box in one of the wizard dialog boxes)
when data is returned,...you can right click in the data and select properties to refresh on open...auto fill formulas etc.
this is now a live link, any time the workbook is opened. your current / up to date access data comes in (if you set the refresh on open option)
Note: if you use msquery, you can add propmts for the user to fill in parameters used in the query criteria, just as you would in Access.
Your table should have the fields Quotation and Line No together as Primary Key. Also give validation rule for LineNo as between 1 and 25. But you cannot have a direct sum field in the table. Should use a form or report to show that.
Not sure how familiar you are with that.
Best of Luck
Not sure how familiar you are with that.
Best of Luck
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