Question

using an access application --> generate reports in Excel

Asked by: almaha

i'm generating a report from a query in access
but i want to change the output to Excel --> meaning, generating the report from query in access to excel

is this possible?
how?
can i edit the fonts and colors more freely than access?

i need to modify the font and color of a crosstab query result
but not all rows should be the same

so how can i specify which output to modify?

for example:

focus items            F            G           M
category1              x1          y1          z1
commodity1           a1          b1          c1
commodity2           a2          b2          c2
commodity3           a3          b3          c3
category2              x2          y2          z2
commodity1           a1          b1          c1
commodity2           a2          b2          c2
commodity3           a3          b3          c3


i need the category rows to be highlited!

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Asked On
2008-05-31 at 05:03:26ID23446743
Topics

Microsoft Excel Spreadsheet Software

,

Access Reports

,

Microsoft Access Database

Participating Experts
4
Points
500
Comments
12

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Answers

 

by: MikeToolePosted on 2008-05-31 at 06:19:19ID: 21683643

The best approach may be to develop an Excel workbook that has the formatting you want - use conditional formatting to control this - and 'pull' the data into Excel from Access. You can do this by opening an ADO or a DAO recordset in Excel and using the Range.CopyFromRecordset method to paste the data into the worksheet.
Let me know if you need more help

 

by: matthewspatrickPosted on 2008-05-31 at 08:08:36ID: 21683927

Hello almaha,

The snippet below has a very simple way to do it.  To extend MikeToole's suggestion, if you plan to
do a lot of formatting, it may be worthwhile to first create an Excel template file (*.xlt).  My example
does not use a template.

Regards,

Patrick

Sub ExportIt()
 
    Dim xlApp As Object, xlWb As Object, xlWs As Object
    Dim rs As DAO.Recordset
    Dim Counter As Long
 
    Set rs = CurrentDb.OpenRecordset("YourCrosstabQueryName")
    Set xlApp = CreateObject("Excel.Application")
    Set xlWb = xlApp.ActiveWorkbook
    ' to use a template instead, replace above line with:
    ' Set xlWb = xlApp.Workbooks.Add("path and name of template file")
    Set xlWs = xlWb.Worksheets(1)
 
    With xlWs
        For Counter = 1 To rs.Fields.Count
            .Cells(1, Counter) = rs.Fields(Counter - 1).Name
        Next
        .[a2].CopyFromRecordset rs
        With .[a2].Resize(.UsedRange.Rows.Count - 1, .UsedRange.Columns.Count)
            .FormatConditions.Delete
            .FormatConditions.Add Type:=xlExpression, Formula1:= _
                "=LEFT($A2,8)=""Category"""
            With .FormatConditions(1)
                .Font.Bold = True
                .Font.Italic = True
                .Interior.ColorIndex = 6 'yellow
            End With
        End With
    End With
 
    xlWb.SaveAs "name and path to save file to"
    xlWb.Close False
    Set xlWs = Nothing
    Set xlWb = Nothing
    xlApp.Quit
    Set xlApp = Nothing
 
    MsgBox "Done"
 
End Sub
                                              
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by: jmoss111Posted on 2008-05-31 at 09:42:10ID: 21684241

or you could record a macro in excel,build the formatting on a blank sheet, stop the macro then open it copy and paste into an access module in conjunction with the copyfromrecordset code in the previous comment. sometimes I use templates and sometimes I build the formatting into the access module. I'd rather use access to develop with so I always push the data into excel.

 

by: boag2000Posted on 2008-05-31 at 13:04:59ID: 21684908

almaha

<Somewhat off topic>
Just curious...

What are you formatting these values based on?
Can you give an example?

JeffCoachman

 

by: almahaPosted on 2008-05-31 at 21:54:34ID: 21686074

ok,
you guys are great help
but can you just tell me what to do as a first step?
coz all this is new to me
the code that matthewspatrick wrote
i would like to try it
but where shall i place it?
in a module?
in a button click macro?
i have a form that has a button << it is supposed to generate the report
even the excel template you guys talked about
how can i link it to access?

 

by: matthewspatrickPosted on 2008-06-02 at 04:24:11ID: 21691016

almaha,

You could certainly integrate the code I supplied into a OnClick event sub for a command button on your
form.  As for "linking" an Excel template to Access, you don't.  You could create your XLT in Excel,
and then I showed in my code sample how to tie into that template--instead of using a "generic"
workbook, the code can create a new workbook based on your template.

Regards,

Patrick

 

by: almahaPosted on 2008-06-02 at 04:38:56ID: 21691082

run time error 91
object variable or with block variable not set

debug:
this line is cozing the trouble:
Set xlWs = xlWb.Worksheets(1)

 

by: almahaPosted on 2008-06-02 at 04:48:22ID: 21691130

i changed the line to an *.xlt file
but still i got another error msg


run time error 5
invalid procedure call or argument

            .FormatConditions.Add Type:=xlExpression, Formula1:= _
                "=LEFT($A2,8)=""Category"""

Private Sub Command17_Click()
 
    Dim xlApp As Object, xlWb As Object, xlWs As Object
    Dim rs As DAO.Recordset
    Dim Counter As Long
 
    Set rs = CurrentDb.OpenRecordset("qryCrstb")
    Set xlApp = CreateObject("Excel.Application")
    'Set xlWb = xlApp.ActiveWorkbook
    ' to use a template instead, replace above line with:
    Set xlWb = xlApp.Workbooks.Add("E:\rptQryCrstb.XLT")
    Set xlWs = xlWb.Worksheets(1)
 
    With xlWs
        For Counter = 1 To rs.Fields.Count
            .Cells(1, Counter) = rs.Fields(Counter - 1).Name
        Next
        .[a2].CopyFromRecordset rs
        With .[a2].Resize(.UsedRange.Rows.Count - 1, .UsedRange.Columns.Count)
            .FormatConditions.Delete
            .FormatConditions.Add Type:=xlExpression, Formula1:= _
                "=LEFT($A2,8)=""Category"""
            With .FormatConditions(1)
                .Font.Bold = True
                .Font.Italic = True
                .Interior.ColorIndex = 6 'yellow
            End With
        End With
    End With
 
    xlWb.SaveAs "name and path to save file to"
    xlWb.Close False
    Set xlWs = Nothing
    Set xlWb = Nothing
    xlApp.Quit
    Set xlApp = Nothing
 
    MsgBox "Done"
 
End Sub

                                              
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by: MikeToolePosted on 2008-06-02 at 05:30:06ID: 21691346

To make life easier you should add a reference to Excel in your Access project:
Menu Tools => References... will list all available references, tick the one labelled Microsoft Excel
Then you'll be able to declare the Excel objects fully and get intellisense help on the objects you've declared:
    Dim xlApp As New Excel.Application
    Dim xlWb As Excel.Workbook
    Dim xlWs As Excel.Worksheet
    Set xlWb = xlApp.Workbooks.Add("Filespec of your template")
etc.
 

 

by: matthewspatrickPosted on 2008-06-02 at 05:53:23ID: 21691492

MikeToole said:
>>To make life easier you should add a reference to Excel in your Access project:

Maybe, maybe not.  If there is any possibility that >1 version of Office will have to be supported
(e.g., the developer is using Office 2007, but some users are still on 2003, or vice versa), then
late binding may be a better choice for some.

When I am doing automation across Office apps, I tend to do the initial development work using
early binding, but then switch to late binding for the code that actually gets pushed.

 

by: matthewspatrickPosted on 2008-06-02 at 05:58:00ID: 21691516

almaha,

That should have worked, but try replacing:

    Set xlWb = xlApp.Workbooks.Add("E:\rptQryCrstb.XLT")

with:

    xlApp.Workbooks.Add "E:\rptQryCrstb.XLT"
    Set xlWb = xlApp.ActiveWorkbook

Alternatively, you could try adding the statement DoEvents  on a line following the line where you
create the new workbook based on your template, like this:

    Set xlWb = xlApp.Workbooks.Add("E:\rptQryCrstb.XLT")
    DoEvents
    Set xlWs = xlWb.Worksheets(1)

Regards,

Patrick

 

by: MikeToolePosted on 2008-06-02 at 06:15:23ID: 21691630

Patrick,
<switch to late binding for the code that actually gets pushed>
Agreed!
<I tend to do the initial development work using early binding>
Initial development is what is happening here :-)

Cheers,
Mike

20120131-EE-VQP-002

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