Wednesday, February 1, 2012

How to import an excel file to access?

I have a customer list in excel 2007 that I want to import to access 2007. I have excel set up with the following columns: Customer Name, Address, City, State, Zip, Phone, %26amp; Notes. I want access to import these columns and keep all of the fields tied to the Customer Name. So if I need to search for a customer by zip code, I get a list of customers in that zip as well as the notes and phone number to that account?



Is that possible? Everytime I've tried to do that I query the zip and get only zip codes?? Please help...How to import an excel file to access?
It sounds like you are importing something. You should open the table you created with the import to see if the data is all there. If it is, then from the wording of the question, I would guess that the problem lies in your query. If zip is all that you query, then that is all you will get. You need to build a query for zip, and all of the other customer fields you want.



If that turns out to be the problem and it wasn鈥檛 immediately obvious when you read the paragraph above, you may need to take a step back and develop a better understanding of Access and SQL.



One more note. If you link the Access table to the Excel worksheet, then any changes to the worksheet will be reflected in the Access table (and derivative queries) as soon as they are saved.

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