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linking excel

ResolvedVersion 2007

Phillip has attended:
Access Introduction course
Access Intermediate course
Access Advanced course

Linking to Excel

How do I link an excel tool to an access database and update the information in excel automatically?

RE: Linking to Excel

Dear Phillip

Thank you for attending Access 2007 Introduction course!! I hope you enjoyed the course and benefited from it.

Please follow these steps to link your Excel sheet to Access:

1. In Access Open the database where you want the linked Excel file to be inserted

2. Choose the External Data tab on the ribbon. Click on Excel on the IMPORT Group

3. In the "specify the source of the data" click on the browse button and choose the file and press Open

4. You will have Two choices. Please ensure that you choose "Link to the data source by creating a linked table".

5. The wizard will appear asking you which sheet you would like to link. Select the relevant sheet and then press Next

6. It is recommended that in Excel you have your column headings in your Row 1 because in this step it will ask you if your first row contains headings. These will become the column headings in Access. If first row does contain the column headings then tick that option and then press Next.

7. Last step will ask you what name you want to give but it is recommend to keep the same name it suggest which should be the name of the worksheet in MS Excel. Press Finish

A message will appear telling you that the Sheet was linked successfully. Press OK. You'll notice that the Excel icon will appear as Table and should have a blue arrow in front of it emphasising that it is a linked table.

If you open the Excel and added or deleted and records or data in cells and then open the Linked Excel object in Access you

Access tip:

Compact database automoatically

To ensure optimal performance, you should compact and repair your

Open the Access database or Access project that you want Access to compact automatically.
On the Tools menu, click Options.
Click the General tab.
Select the Compact on Close check box.

View all Access hints and tips

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