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Daily Reports in Access - auto import data and prompt for date range
Posted on 2006-11-01
Every morning I need to download data from a website. The data comes in the form of an Excel spreadsheet and shows the previous day's orders.
I created an Excel macro that I run each time I open these "raw" Excel files. The macro formats some columns and does general clean-up.
Next, I import the spreadsheet into Access, but here's the part that is rather tedious (and i'm sure there's a better way to do it)
I wrote a report that is based on a QUERY, and the query is based on a specific TABLE.
The table is named "AM".
Since the query is based on the table named, specifically, "AM", I have to make sure that the Excel file is ALWAYS imported into a new table called "AM"
I take the previous day's "MA" table and rename it "MA_2006_10_14" for example, and then import the new Excel file into a new table called "AM"
I do this day after day.
Here's what I'd like to do instead:
1. Assuming the daily Excel file ALWAYS has the same file name, and is ALWAYS saved in the same directory, I'd like to have a button in Access that will automatically import whatever is in that Excel file and APPEND it to the current "AM" table. (no more renaming yesterday's table and then creating a new one over and over ... I'd like to keep appending each day's data to yesterday's table.)
2. Next, when I run the report, I want to be promted "Enter Start Date" and then "Enter End Date". Since the table will keep getting appended (i.e. keep growing) I can control what data shows on the report by specifying a date range. (The table might have 30 days of orders but I only want to see the orders placed on October 14th, for example)
Any help would be much appreciated!!
I created an Excel macro that I run each time I open these "raw" Excel files. The macro formats some columns and does general clean-up.
Next, I import the spreadsheet into Access, but here's the part that is rather tedious (and i'm sure there's a better way to do it)
I wrote a report that is based on a QUERY, and the query is based on a specific TABLE.
The table is named "AM".
Since the query is based on the table named, specifically, "AM", I have to make sure that the Excel file is ALWAYS imported into a new table called "AM"
I take the previous day's "MA" table and rename it "MA_2006_10_14" for example, and then import the new Excel file into a new table called "AM"
I do this day after day.
Here's what I'd like to do instead:
1. Assuming the daily Excel file ALWAYS has the same file name, and is ALWAYS saved in the same directory, I'd like to have a button in Access that will automatically import whatever is in that Excel file and APPEND it to the current "AM" table. (no more renaming yesterday's table and then creating a new one over and over ... I'd like to keep appending each day's data to yesterday's table.)
2. Next, when I run the report, I want to be promted "Enter Start Date" and then "Enter End Date". Since the table will keep getting appended (i.e. keep growing) I can control what data shows on the report by specifying a date range. (The table might have 30 days of orders but I only want to see the orders placed on October 14th, for example)
Any help would be much appreciated!!
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3 Comments
The TransferSpreadsheet command in the macro will do this for you or using code
Put this in the command button on click event:
DoCmd.TransferSpreadsheet acImport, acSpreadsheetTypeExcel3, "AM", "Full path to file", True
For the run report event. Go to the query that is the recordsource of the report and in the criteria line under the date field put
BETWEEN [Enter Start Date:] AND [Enter End Date:]
Put this in the command button on click event:
DoCmd.TransferSpreadsheet acImport, acSpreadsheetTypeExcel3, "AM", "Full path to file", True
For the run report event. Go to the query that is the recordsource of the report and in the criteria line under the date field put
BETWEEN [Enter Start Date:] AND [Enter End Date:]
Make sure you have a table called 'Temp' with the exact same structure as AM and your spreadsheet except for the aditional field called 'Date'. Use this code to append your records:
DoCmd.TransferSpreadsheet acImport, acSpreadsheetTypeExcel9, "Temp", YourFileNameHere, True
DoCmd.RunSQL "INSERT INTO AM ( [DateFieldName] ) SELECT Temp.*, Date() as Expr1 FROM Temp;"
Then, use the following code in the Report_Open event:
Dim BegDate As Date
Dim EndDate As Date
BegDate = CDate(InputBox("Beginning Date:", "Report Parameters", Date))
EndDate = CDate(InputBox("Ending Date:", "Report Parameters", Date))
Me.FilterOn = True
Me.Filter = "Date Between #" & BegDate & "# and #" & EndDate & "#"
Let me know if this works.
DoCmd.TransferSpreadsheet acImport, acSpreadsheetTypeExcel9, "Temp", YourFileNameHere, True
DoCmd.RunSQL "INSERT INTO AM ( [DateFieldName] ) SELECT Temp.*, Date() as Expr1 FROM Temp;"
Then, use the following code in the Report_Open event:
Dim BegDate As Date
Dim EndDate As Date
BegDate = CDate(InputBox("Beginning Date:", "Report Parameters", Date))
EndDate = CDate(InputBox("Ending Date:", "Report Parameters", Date))
Me.FilterOn = True
Me.Filter = "Date Between #" & BegDate & "# and #" & EndDate & "#"
Let me know if this works.
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