Product Details
Integrating Excel and Access

Integrating Excel and Access
By Michael Schmalz

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Product Description

In a corporate setting, the Microsoft Office Suite is an invaluable set of applications. One of Offices' biggest advantages is that its applications can work together to share information, produce reports, and so on. The problem is, there isn't much documentation on their cross-usage. Until now.

Introducing "Integrating Excel and Access," the unique reference that shows you how to combine the strengths of Microsoft Excel with those of Microsoft Access. In particular, the book explains how the powerful analysis tools of Excel can work in concert with the structured storage and more powerful querying of Access. The results that these two applications can produce together are virtually impossible to achieve with one program separately.

But the book isn't just limited to Excel and Access. There's also a chapter on SQL Server, as well as one dedicated to integrating with other Microsoft Office applications. In no time, you'll discover how to:

Utilize the built in features of Access and Excel to access data

Use VBA within Access or Excel to access data

Build connection strings using ADO and DAO

Automate Excel reports including formatting, functions, and page setup

Write complex functions and queries with VBA

Write simple and advanced queries with the Access GUI

Produce pivot tables and charts with your data

With "Integrating Excel and Access," you can crunch and visualize data like never before. It's the ideal guide for anyone who uses Microsoft Office to handle data.

Product Details

  • Amazon Sales Rank: #67769 in Books
  • Published on: 2005-11-01
  • Released on: 2005-11-01
  • Original language: English
  • Number of items: 1
  • Binding: Paperback
  • 216 pages

Features

Editorial Reviews

About the Author

Michael Schmalz has worked for a variety of banks, including MBNA, and teaches Excel and Access at Penn State. He currently spends most of his time as a consultant, focused on improving business analysis with desktop and database tools.

Customer Reviews

Good primer on a niche subject4
The book does a pretty good job covering the various techniques of data exchange between two applications. Usually in an Access-only or Excel-only reference, there would be a chapter spent on this topic max. However, one of my surprises after spending some time with the book is how often VBA is used in example after example. I think a more appropriate title or at least subtitle would have VBA in it. That is why I gave it 4 stars instead of 5.

I think you have to be at least an intermediate level user with both Excel and Access to even understand why you'd want to use these two applications together, and I think at least an intermediate comfortability with VBA is warranted. One of the first VBA examples of the book is where the author creates a reusable module for creating an ADO connection... great example, it sets a tone for the reader's comfortability with VBA.

The author also includes some examples of using Excel/Access data with other applications, including Word, SQL Server, and MapPoint (which might be a bit of a stretch).

Overall, it's a good book because it forays into a topic with very minimal coverage and succeeds by providing solid examples across a wide range of situations. You'd be hard pressed to use every chapter in the book due to the wide coverage, but I certainly had no problems diving into a chapter and immediately finding applicability to my related business problems.

Hodgepodge of topics 2
This book contains a hodgepodge of topics loosely fitting in with Access and Excel. Unfortunately, the title is misleading. You would expect an entire book on automating data movement between Excel and Access (BOTH from AND to), but you don't entirely get that. The XML stuff and integration with other applications is interesting but not necessarily relevant. There's also a great discussion of Excel's R1C1 (relative address) and A1 (absolute address) style notation.

Let's go through the chapters:
1. Intro
2. Using Excel's Uset Interface
3. Data Access from Excel VBA (using Excel to pull data in)
4. Integration from the Access Interface which covers exporting data to Excel.
5. Using Access VBA to Automate Excel (about pushing/exporting a spreadsheet from Access to an Excel window using Access VBA)
6. Using Excel Charts and Pivot Tables with Access Data
7. Leveraging SQL Server Data with Microsoft Office... part of this talks about how Excel can AVOID Access (the opposite of what the book is supposed to be about!)
8. Advanced Excel Reporting Techinques... bad title, good topic. This is about using Access VBA to create reports in an Excel spreadsheet.
9. Using Access and Excel Data in Other Applications (OTHER??? applications. Now we are looking at OTHER applications like Word, Powerpoint, and MapPoint. Interesting, but way off topic.)
10. Creating Form Functinality in Excel (another chapter about Excel, not integration)
11. Builing Graphical User Interfaces (an unnecessary Access tutorial)
12. Tackling an Integration Project (general discussion)

Then there's an appendix about Excel('s) Object Model and VBA Basics.

So out of all of the above, all it has to say about importing Excel data into Access is many pages showing how to use the import wizard which is pretty intuitive anyway but doesn't say much about pulling Excel data into Access using VBA. What about getting DoCmd.TransferSpreadsheet to work as smart as manually using the Access import wizard?

Finally, someone puts the pieces together.5
I have spent the past ten years making my living developing integrated & automated financial systems using Excel, Access, and VBA for accounting and finance departments. That said, I literally have dozens of Excel, Access, and VBA books on my bookshelf. This is the only book that I have ever seen that integrates Excel and Access. It of course uses VBA to accomplish much of this.

Why it has taken so long for someone to put the pieces together in one book I am not sure. What I am sure of is how useful this book is. If you use Excel and Access this book is a must. This should be your primary reference for integrating and automating Excel and Access. You will learn better ways to do what you are already doing. You will also learn ways to do things that you never knew were possible. As a result, your applications will be more efficient, more powerful, more accurate, more reliable, and finally, you will be a better programmer/developer.

My work as a consultant puts me in a position to help others learn new ways to use Excel, Access, and VBA on a daily basis. When I show users what is possible, things that are covered in this book, they are not only impressed, they are amazed. They now do things that they never dreamed possible.

Integrating the two object models using VBA allows you to fully automate your applications/models. You can now do it minutes, if not seconds, what used to take you hours or days. You remove the possibility of the user making errors because the user is no longer manually manipulating the data (copying, pasting, etc.) You are not changing formulas, expressions, or criteria. You are allowing the computer to do all of that for you. This book, combined with advanced VBA makes true automation possible.

Even if you only desire to be an intermediate user, this book will make using Excel data in Access so much easier. It will of course also make it easier for you to get data from Access into Excel, and I am not talking about copying the results from a select query into an Excel worksheet. I am talking about using either the ODBC connection, or using SQL in VBA, to filter the data coming out of Access into Excel. As such, you get only the records that you want, with the click of a button.

In a nutshell, this book is a must for anyone that uses Excel and Access for a common task. I have read thru this book twice already, and it is my number one reference book. Once you open this book, you too will be asking, why it has taken so long for someone to put using the two programs together in one book.

Christopher T. Fennell
Microsoft Office Application Developer