multiple types of excel sheets access

dasaki

New Member
Joined
Jun 21, 2011
Messages
6
I'm pretty new to access and advanced excel, but I'm trying to use access to simplify a process. Basically, we generate reports monthly with unique ID #s, their status, and other information. However, the information is scattered in 4 types of reports. I'm trying to create a process where I can:

1. submit excel documents into access let's call them type1, type2, type3, type4 and it matches information based on the unique ID #s. So for example, if type1 has the customer information and a unique id# and type2 has the vendor information with the same unique# these tables get combined.

2. whenever i submit excel documents monthly the tables get updated and appended (for the new unique ids)

3. when i input an excel document with certain unique ids let's say a document with IDs 12345 12344 12346 12347 12348 it generates a summary report for those unique IDs with all the information from all tables submitted so far.

Questions:
Is this all doable with access?
I know I can link the unique IDs together for different tables.
How do I update/append at the same time?
Can I create a form with 4 spots for importing the excel files? (like a browse file directory choose file) to import new files? And where I can input the excel sheet with specific IDs only to get a summary sheet?

Any direction would be appreciated.
 

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Welcome to the Board!

All this should be doable in Access. I would recommend picking up a good introductory book for Access. Much of what you want to do should be covered. You will want to look at things such as creating queries, especially Action queries (Update and Append Queries), as well as Report building. For summaries, make sure you read up on Aggregate (Totals) Queries.

There are also some web sites that offer some Access tutorials for certain tasks, like this site: http://www.datapigtechnologies.com/AccessMain.htm

When you get started, if you come across a problem/issue with a particular task, feel free to post to this forum for help!
 
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