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02/26/2004 at 10:31AM PST, ID: 20899181
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7.6

Auto Export of CSV file into Access

Asked by AliciaVee in Microsoft Access Database

Tags: access

Experts,

I have created a simple Access application that provides 6 reports (in datasheets) and 2 charts that will allow a Sales Manager to copy and paste into his monthly report.

However, the data that is used for this application will change every month.  Data is exported out of a Business Intelligence system (ERP system) and is saved down as a CVS.  Unfortunately, the Excel export option provides formatting, merged cells etc. that is not suitable.

I've saved down this exported file as Excel and have set up my main table, and several queries that pull specific information to create these reports.  I am using Access XP and here are my problems:

1. This manager has to pull the data every month, from BI, in CVS, to be used in a company pivot table.  How can I leverage that same file (which sits in a specific folder) to feed my reporting application?  I tried using a link to the CVS file, but could not do so because it read it as text.

2. In opening the CSV to save it to an Excel format, I had problems exporting it into Access originally.  I realized that there were leading spaces in the columns (my field names) that needed to be removed.  I did this via a function, but how do I do this automatically?

So, bottom line, is that I need to open a CVS file in Excel, remove the leading spaces in the field names, and save it in an Excel format, then export it into my tblMonthlySales data, however, since this is done everymonth and the past month data is not needed anymore, before exporting into my table, I'll need to delete data that is in the Access Application.  Whew!

I was thinking about creating a function/macro on the Manager's Excel toolbar to initiate the first part of this process, but how would I then get this cleaned Excel file into Access, while deleting the data in the Access table.  Can that be done via the same Excel function macro?  Or, can I do it all in Access via a command button on the main form that I have displaying all of his reports/datasheet with his sales info he will be copying and pasting into a formal report?

I'm lost here....

Help...

Thanks in Advance,
AliciaVee
[+][-]02/26/04 10:59 AM, ID: 10462777

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[+][-]02/26/04 11:09 AM, ID: 10462847

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[+][-]02/26/04 11:10 AM, ID: 10462865

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[+][-]02/26/04 11:54 AM, ID: 10463219

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[+][-]02/26/04 12:39 PM, ID: 10463618

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[+][-]02/26/04 01:00 PM, ID: 10463836

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[+][-]02/26/04 01:18 PM, ID: 10464011

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[+][-]02/26/04 02:10 PM, ID: 10464482

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[+][-]02/26/04 02:24 PM, ID: 10464634

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[+][-]02/26/04 02:38 PM, ID: 10464775

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About this solution

Zone: Microsoft Access Database
Tags: access
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Solution Provided By: capricorn1
Participating Experts: 2
Solution Grade: B
 
 
[+][-]02/26/04 02:40 PM, ID: 10464785

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[+][-]03/17/04 08:56 AM, ID: 10616743

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