Michael Alexander and Geoffrey Clark Microsoft ® Excel ® & Access ™ Integration with Office 2007 01_104880 ffirs.qxp 3/22/07 10:47 PM Page i 01_104880 ffirs.qxp 3/22/07 10:47 PM Page iv Michael Alexander and Geoffrey Clark Microsoft ® Excel ® & Access ™ Integration with Office 2007 01_104880 ffirs.qxp 3/22/07 10:47 PM Page i Microsoft ® Excel ® & Access™ Integration with Office 2007 Published by Wiley Publishing, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright © 2007 by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-0-470-10488-0 Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copy- right Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. 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Some content that appears in print may not be available in electronic books. 01_104880 ffirs.qxp 3/22/07 10:47 PM Page ii Mike Alexander For Mary, Ethan and Emma Geoffrey Clark For FairBear and LittlestBear, the fairest and littlest of all bears in the land . 01_104880 ffirs.qxp 3/22/07 10:47 PM Page iii 01_104880 ffirs.qxp 3/22/07 10:47 PM Page iv Mike Alexander is a Microsoft Certified Applications Developer (MCAD) with over 14 years experience developing Office solutions for a wide array of Companies and industries. He currently lives in Frisco, Texas, where he works as a Senior Program Manager for a top technology firm. He is the author of several books on data analysis using Excel and Access, and he is the principal behind DataPigTechnologies.com, a site that offers free tutorials on Excel and Access. Geoff Clark holds an MBA from Duke University’s Fuqua School of Business where he graduated as a Fuqua Scholar in 2000. After business school, Geoff joined McKinsey & Company in Charlotte, NC, as an associate management consultant. It was at McKinsey & Company where Geoff began applying advanced Microsoft Excel and Access techniques to aid clients in analytical problem solving and fact-based decision making. After his stint in manage- ment consulting, Geoff served as director of marketing analytics with a $700 million environmental services firm. Currently, he is a manager at a major technology outsourcing company and develops office applications to enable enterprise-wide metrics and change initiatives. Geoff lives in Plano, TX, with his wife and son. About the Authors v 01_104880 ffirs.qxp 3/22/07 10:47 PM Page v 01_104880 ffirs.qxp 3/22/07 10:47 PM Page vi Acquisitions Editor Katie Mohr Development Editor Kelly Talbot Technical Editor Ed Ferrero Production Editor Angela Smith Copy Editor Travis Henderson Editorial Manager Mary Beth Wakefield Production Manager Tim Tate Vice President and Executive Group Publisher Richard Swadley Vice President and Executive Publisher Joseph B. Wikert Project Coordinator Kristie Rees Graphics and Production Specialists Denny Hager Stephanie D. Jumper Jennifer Mayberry Barbara Moore Ronald Terry Quality Control Technicians John Greenough Brian H. Walls Proofreading and Indexing Aptara Anniversary Logo Design Richard Pacifico Credits vii 01_104880 ffirs.qxp 3/22/07 10:47 PM Page vii [...]... Comparing Macros in Excel and Access Creating Macros in Microsoft Excel Creating Macros in Microsoft Access Introducing Excel Macros Using the Macro Recorder The Macro Recorder User Interface Recording Macros with Absolute References Recording Macros with Relative References Macro Security in Excel 2007 Default Excel Security Settings The Office Trust Center Macro-Disabled Excel File Extensions Excel Macro... can be performed using Excel and Access Through step-by-step instruction, you will explore the benefits of integrating Excel and Access, the differences and similarities between Excel and Access, and some of the common pitfalls of moving and analyzing data across applications After reading this book, you will be able to: ■ ■ Easily move data between Excel and Access ■ ■ Store Excel data in a structured,... between Access and Excel for the Access uninitiated The remaining sections include a hands-on exercise on getting Excel data into Access and is followed by tips and tricks about how to optimize your new database’s performance Differences Between Access and Excel Before you dive in to bringing Excel data into Access, take a closer look at each application Specifically, you need a better understanding... Excel power users have stuck with the tools they know and steered clear of those they do not In so doing, however, they have left a lot of potential productivity off the table It is our aim with this book to help the Excel user (and the Access user) harness that productivity by using and integrating both Excel and Access Through integration, Access gains the benefit of flexible presentation layer and. .. database ■ ■ Use Excel pivot tables with Access data ■ ■ Report Access data using the Excel presentation layer ■ ■ Move data between Excel and Access using VBA, ADO and SQL 03_104880 flast.qxp 3/22/07 10:48 PM Page xix Introduction ■ ■ Automate redundant processes using VBA to save time and increase productivity ■ ■ Simplify integration tasks using XML ■ ■ Integrate Excel data into other Office applications... Data from an Excel Workbook Append Records to an Existing Excel Table Append Excel Records to an Existing Access Table Querying Text Files Summary Chapter 9: Exploring Excel and Access Automation Understanding the Concept of Binding Early Binding Late Binding Automating Excel from Access Creating Your First Excel Automation Procedure Automating Data Export to Excel Sending One Recordset to Excel Sending... forms: the Excel report, the Excel flat data file, and the Excel indexed list Only the last two types are compatible with Access To ensure your Excel data is in the proper format to be used in Access, you must understand these three types of spreadsheets The Excel Worksheet in Report Format The Excel report is a means of formatting and displaying data, often for managers or other users A good Excel report... Process Using XML 332 Creating the Data Entry Schema in Access Setting Up the Data Entry Form in Excel Exporting Results from Excel to XML Getting the Results Back into Access 332 334 335 336 Summary Chapter 11: Integrating Excel and Other Office Applications Integrating Excel with Microsoft Word Creating a Dynamic Link to an Excel Table Getting Excel Data to a Word Document Using Automation Creating... Part I: Basic Integration Techniques 1 Chapter 1: Getting Excel Data into Access Differences Between Access and Excel 3 4 Different Types of Excel Spreadsheets The Excel Worksheet in Report Format The Excel Worksheet in Flat File Format The Excel Worksheet in Indexed List Format The Access Table The Table in the Datasheet View The Table in the Design View Different Types of Data Table and Field Naming... parts: Basic Integration Techniques and Advanced Integration Techniques Part I: Basic Integration Techniques Part I of this book is dedicated to those integration techniques that can be accomplished via the Excel and Access user interfaces This part includes Chapters 1 through 6 Chapters 1 through 4 will teach you how to get your Excel data into Access as well as how to leverage the many Access utilities . Alexander and Geoffrey Clark Microsoft ® Excel ® & Access ™ Integration with Office 2007 01_104880 ffirs.qxp 3/22/07 10:47 PM Page i Microsoft ® Excel. Michael Alexander and Geoffrey Clark Microsoft ® Excel ® & Access ™ Integration with Office 2007 01_104880 ffirs.qxp 3/22/07 10:47