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Import Question

Discussion in 'Information Technology' started by metaltecks, Jul 28, 2006.

  1. metaltecks

    metaltecks
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    Guest

    I have a database that has a list of customer numbers and all the information
    that pertains to them.

    I have this spreadsheet that only has the customers first name, last name
    and date of birth.

    I need to obtain information about the customers on the spreadsheet with
    info from the complete databse.

    I've tried to import the spreadsheet into a database and then link it up
    with the store number. But I don't get the result I need. Other than manually
    typing the names, is there another way to do this or am I doing it wrong?
     
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  3. Joan Wild

    Joan Wild
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    Guest

    metaltecks wrote:
    > I have a database that has a list of customer numbers and all the
    > information that pertains to them.
    >
    > I have this spreadsheet that only has the customers first name, last
    > name and date of birth.
    >
    > I need to obtain information about the customers on the spreadsheet
    > with info from the complete databse.


    If I understand you, your spreadsheet has information that isn't in the
    database and you want to pull this information from the spreadsheet. The
    only columns you have in common are the customers first name, last name, and
    date of birth.

    You can import the spreadsheet into a new table in Access. Then create a
    query with this table and your customers table in the mdb. Add join lines
    between the two tables (three of them) - first name to first name; last name
    to last name; date of birth to date of birth.

    Add the field in your customers table that you want updated. Query menu,
    Update Query - In the Update To row beneath the column put
    [Sheet1]![whatever]
    Sheet1 is the name of the table you imported from Excel. Whatever is the
    column in that table that contains the info you want put in your customer's
    table.
    Run the query.

    Before you do any of this, I suggest you backup the mdb, in case the results
    aren't what you expect.

    --
    Joan Wild
    Microsoft Access MVP
     
  4. metaltecks

    metaltecks
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    Guest

    I don't want to update the information from the spreadsheet into the
    database. All I want to do is create a query that will take the information
    from the spreadsheet, along with the information from the dateabase, and
    create a report.

    If I link the first and last name and the dob, would it give me all of the
    necessary information I require?

    "Joan Wild" wrote:

    > metaltecks wrote:
    > > I have a database that has a list of customer numbers and all the
    > > information that pertains to them.
    > >
    > > I have this spreadsheet that only has the customers first name, last
    > > name and date of birth.
    > >
    > > I need to obtain information about the customers on the spreadsheet
    > > with info from the complete databse.

    >
    > If I understand you, your spreadsheet has information that isn't in the
    > database and you want to pull this information from the spreadsheet. The
    > only columns you have in common are the customers first name, last name, and
    > date of birth.
    >
    > You can import the spreadsheet into a new table in Access. Then create a
    > query with this table and your customers table in the mdb. Add join lines
    > between the two tables (three of them) - first name to first name; last name
    > to last name; date of birth to date of birth.
    >
    > Add the field in your customers table that you want updated. Query menu,
    > Update Query - In the Update To row beneath the column put
    > [Sheet1]![whatever]
    > Sheet1 is the name of the table you imported from Excel. Whatever is the
    > column in that table that contains the info you want put in your customer's
    > table.
    > Run the query.
    >
    > Before you do any of this, I suggest you backup the mdb, in case the results
    > aren't what you expect.
    >
    > --
    > Joan Wild
    > Microsoft Access MVP
    >
    >
    >
     
  5. Joan Wild

    Joan Wild
    Expand Collapse
    Guest

    Yes it will. It will only show you information where this matches. So if
    you have customers in the spreadsheet, not in the db it won't show (but you
    can modify the join if you want to see them).

    --
    Joan Wild
    Microsoft Access MVP

    metaltecks wrote:
    > I don't want to update the information from the spreadsheet into the
    > database. All I want to do is create a query that will take the
    > information from the spreadsheet, along with the information from the
    > dateabase, and create a report.
    >
    > If I link the first and last name and the dob, would it give me all
    > of the necessary information I require?
    >
    > "Joan Wild" wrote:
    >
    >> metaltecks wrote:
    >>> I have a database that has a list of customer numbers and all the
    >>> information that pertains to them.
    >>>
    >>> I have this spreadsheet that only has the customers first name, last
    >>> name and date of birth.
    >>>
    >>> I need to obtain information about the customers on the spreadsheet
    >>> with info from the complete databse.

    >>
    >> If I understand you, your spreadsheet has information that isn't in
    >> the database and you want to pull this information from the
    >> spreadsheet. The only columns you have in common are the customers
    >> first name, last name, and date of birth.
    >>
    >> You can import the spreadsheet into a new table in Access. Then
    >> create a query with this table and your customers table in the mdb.
    >> Add join lines between the two tables (three of them) - first name
    >> to first name; last name to last name; date of birth to date of
    >> birth.
    >>
    >> Add the field in your customers table that you want updated. Query
    >> menu, Update Query - In the Update To row beneath the column put
    >> [Sheet1]![whatever]
    >> Sheet1 is the name of the table you imported from Excel. Whatever
    >> is the column in that table that contains the info you want put in
    >> your customer's table.
    >> Run the query.
    >>
    >> Before you do any of this, I suggest you backup the mdb, in case the
    >> results aren't what you expect.
    >>
    >> --
    >> Joan Wild
    >> Microsoft Access MVP
     

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