Chapter Extension 6 Using Excel and Access Together.
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Transcript of Chapter Extension 6 Using Excel and Access Together.
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Chapter Extension 6
Using Excel and Access Together
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Q1: Why use Excel and Access together?
Q2: What is import/export?
Q3: How can you create graphs with Excel?
Q4: How can you create group totals in Access?
Q5: How can you use Excel to graph Access data?
Q6: How can you use Access to report Excel data?Q7: How can you combine Excel and Access to
analyze data?
Study Questions
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Access is a DBMS for keeping track of things and creating reports
Excel is good for creating sophisticated graphs and mathematically analyzing data
Using together cuts labor and errors that re-keying data from one to other would create
Q1: Why Use Excel and Access Together?
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• Creates a temporary active or open connection to source data
• After data transferred, connection is closed
Import/Export:
Process of transferring data from
one system to another
Q2: What Is Import/Export?
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Comma-delimited text file
Tab character can be used instead of commas to create a tab-delimited file
Import/Export of Text Data
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Step 1: Open a database, click on External Data tab
Step 2: Select file that contains data to import
• Click Import and OK
Step 3: Multiple-panel wizard opens
• Specify data file is delimited
Step 4: Name fields and their data type
Creating a Text File in Access
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External Data Menu Choice
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Importing Text Data into Access—Step 1
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Importing Text Data into Access (a) Specifying a Delimited File—Step 2
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Importing Text Data into Access (b) Specifying a Comma-delimited File—Step 3
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Importing Text Data into Access (c) Naming & Describing Columns During Import—Step 4
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Data After Import
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Data from Computer Budget workbook (Chapter Extension 6) used for following examples
Pie chart
Column chart
Q3: How Can You Create Graphs with Excel?
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Creating the Pie Chart
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Click Insert tab in the ribbon, and in Charts section of that ribbon select Pie icon
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Sample Pie Chart
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Creating a Column Chart
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Sample Column Chart
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Creating the Chart Title
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To insert a title, click Column chart, select Chart Tools, click Layout tab, click Chart Title, and select Centered Overlay Title
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Volunteer database from Chapter Extension 8 used in following examples
• Television station manager wants to know TotalDonations for each date of fundraising effort. Also wants to know if some dates are better than others.
• Using WORK table, create a query to group all donations by date and sum TotalDonations for each group
Scenario:
Q4: How Can You Create Group Totals in Access?
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Open Voluntee
r databas
e
Click Create tab
Click Quer
y Desig
n
Select WOR
K table
Click Add
Click Close
Q4: How Can You Create Group Totals in Access? (cont’d)
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Selecting WORK Table for the Query
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Adding Date and Totaldonations to the Query
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Selecting Sum in Total Row for TotalDonations
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To group WORK rows according to date, click Total button in Show/Hide section of Design tab. Access adds a row labeled Total to query contents table.
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Results of Query with Group by Date
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Double-click
Name to insert it
into query table
Double-click ProspectID
and TotalDonations to insert
into query table
Click Totals icon to
insert Total row in query
table
In Total row under ProspectID
, select Count
In Total row under
TotalDonations, select
Sum
Create a column heading
ProspectID column by
keying “Hours Worked:”
Create a column
heading for TotalDonations
as “Total Obtained:”
Steps for Creating a Query to Compute Total Hours and Donations for Each Prospect
1 2 3 4 5 6 7
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Process for Creating a Query to Compute Total Hours and Donations for Each Prospect
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Results of the Query in Previous Slide
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Adding Average Donations Per Hour: Avg
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Results of the Query In Figure CE9-17
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Import an Access query into Excel and use Excel’s graphing capability to display results
• Click Data tab in the ribbon• Click Get External Data
section, select From Access• Select Volunteer database
To import data into
Excel:
Q5: How Can You Use Excel to Graph Access Data?
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Menu to Import Data from Access into Excel
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Click Data tab in ribbon, then, in Get External Data section, select From Access
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Selecting the Query to Import
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Placing Imported Data into Spreadsheet
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Spreadsheet with Imported Data
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Formatted Imported Data
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Bar Chart of the Imported Data
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Click Insert tab, and select bar chart. Next, to insert a title, click Chart Tools, Layout, Chart Title, then Centered Overlay Title. Then type chart’s title.
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1. We used Access to keep track of volunteers and their received donations , and to query and group data—all tasks for which Access is ideally suited.
2. Then, we imported that data into Excel and used Excel’s easy graphing capability to create charts.
Reflect on What We Have Done
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1. You want to group all expenses for a given expense category and produce an expense total for it
2. You want to group all expenses for particular dates and produce an expense total for each date
Suppose you want to
produce two different
reports from this data
You can do both by importing Excel data into Access and using Access report generator
Q6: How Can You Use Access to Report Excel Data?
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Sample Expense Data
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To create a named range for the expense data:
Highlight all data (including column headings) and then click Formulas tab
In Defined Names section, click Define Name and then enter a suitable name
Note: Range names cannot have any spaces, so use underscores
Creating a Named Range in Excel
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Creating a Named Range
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Highlight all of data (including column headings), then click Formulas tab. In Defined Names section, click Define Name and enter a suitable name
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Close Excel
workbook that
has data
Open Access databas
e for importin
g
Click External Data tab, then click Excel in Import section
Click Import
source data into new table in current
database
Click OK
Next, click Show
Named Ranges,
select Event_Expe
nses
Check box for First
Row Contains Column Names
Importing Data in Named Range into a New Access Table
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Importing an Excel Data into Access
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Importing Excel Data into Access (a) Importing the Data in the Named Range
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Importing Excel Data into Access (b) Access Has Metadata to Guide Import
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After clicking Finish,
Access will create a table
with metadata
descriptions and place data into
Event_Expenses table
Open Event_Expens
es table
Click Create,
click Report in Reports section
Access generates a report that can
be modified to get a desired format
Creating Expense Reports
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In Views section, click down arrow and select Design View. Click in unused part of this screen to deselect all columns.
Click ID in Page Header to give it focus. Then, press Delete. ID column will be removed.
Deselect and Delete Columns
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Grouping Report Data by Expense Category
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Creating Group Totals
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Resulting Report
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In Grouping & Totals section
of Design ribbon, click
Group & Sort. Bottom of report design window,
click Add a group
Click Expense Categor
y, as shown in
next figure
At bottom of Design window,
click More and click Expense totaled
Select Expense for Total On
and click Show Grand Total and Show in group footer
Report is finished
Q7: How Can You Combine Excel andAccess to Analyze Data?
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Creating a Query to Sum Expenses by Given Date
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Merge EventDateTotals query with EventExpenseTotals queryClick Create/Query Design, then click Queries tab in Show Table window, as shown in next slide. (Figure CE9-34)Add both EventDateTotals and EventExpenseTotals to query.Drag Date field in EventDateTotals and drop on top of Event Date in EventExpenseTotals query. Add Date, SumOfTotalDonation, and Total Event Expense to query (Figure CE9-36)
Run (!) query to see results
Save query as Event Results and Expenses
Creating a Query to Combine Results of Two Other Queries
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Combining the Results of Two Queries
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Click Create/Query Design; click Queries tab in Show Table window; Add both EventDateTotals and EventExpenseTotals to query
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Matching Date Values in Two Queries
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Inform Access that Date values in two queries are the same by dragging Date field in EventDateTotals and dropping it on Event Date in EventExpenseTotals query
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Query with Columns Added
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Result of Query
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Open a workbook in Excel and
import Event Results and Expenses
query
Click Data From Access in
Get External Data section of
ribbon
Select Access database with
query, and select Event Results and Expenses
Import Events Results and Expensesinto Excel
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Query Imported into Excel
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Imported into Excel
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Expense data began as Excel data in Fund Raising Exp worksheet, then imported into Access, where it was summed. Results of Total Event Expense query were then imported back to Excel (here).
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Total Donation data originated in Access and was summed using an Access query
Expense data from Excel worksheet Fund Raising Expense was imported into Access, where it was summed in a query
Results of Total Event Expense query were imported back to Excel, where it was analyzed as shown in the previous slide
Reflect on What Has Been Done with This Data
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Active Review
Q1: Why use Excel and Access together?
Q2: What is import/export?
Q3: How can you create graphs with Excel?
Q4: How can you create group totals in Access?
Q5: How can you use Excel to graph Access data?
Q6: How can you use Access to report Excel data?
Q7: How can you combine Excel and Access to analyze data?
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