Integrating Word, Excel, and Access

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Presentation transcript:

Integrating Word, Excel, and Access

Objectives Integrate data among Word, Excel, and Access Import an Excel worksheet into Access Copy a Word table to Access Link an Access table to Excel and Word Link an Access table to Word Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 2

Integrate Data Among Word, Excel, and Access Integrating data from three programs Enter data into an Access database Make calculations using data in Excel Create Word report that includes Excel data and Access table Importing data from Excel spreadsheet into Access Copy a table from Word into a table in Access Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 3

Integrate Data Among Word, Excel, and Access Importing Excel worksheet into Access Enter data directly into Access database table Import data from other sources Use Get External Data command Copying Word table into Access Copy and paste into new or existing table in Access Linking Access table to Excel and Word Keeps data current in all three applications Use Copy and Paste Special commands You cannot change structure of linked Access table in Excel Linking Access table to Word You can reformat the linked table in Word Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 4

Integrate Data Among Word, Excel, and Access Excel data imported to an Access table Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 5

Integrate Data Among Word, Excel, and Access Word report with links to Excel and Access Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 6

Import an Excel Worksheet into Access Ways to import Excel data to Access Import Excel data into new Access table Append Excel data to an existing table Options in the Get External Data dialog box Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 7

Import an Excel Worksheet into Access Changing a field name in an imported table Excel table imported to Access Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 8

Copy a Word Table to Access Copy table in Word, Paste in Access Source Word table and destination Access table not linked Two methods for adding Word table Paste table into new, blank Access table Paste table into existing Access table Rule for pasting into existing table in Access Word and Access tables must have same number of records Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 9

Copy a Word Table to Access Selecting the location for copied data Table containing data copied from Word Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 10

Copy a Word Table to Access Renaming the ID field Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 11

Link an Access Table to Excel and Word Benefits of linking three programs Reduce amount of data entry Use Copy and Paste Special commands Link Access object and Excel destination file Copy Excel data to Word file Changing data in source Access database Linked data in Excel and Word will update itself Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 12

Link an Access Table to Excel and Word Copied data formatted in Excel Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 13

Link an Access Table to Excel and Word Excel data pasted in Word Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 14

Link an Access Table to Excel and Word Paste options Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 15

Link an Access Table to Word Paste Access tables directly into Word if Excel is not needed Use Copy and Paste Special tools Data will link between Access and Word Access table can be formatted in Word Opening linked files and enabling content Open linked files in order of creation Broken links occur when linked files are moved to different locations Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 16

Link an Access Table to Word Completed Word report Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 17

Link an Access Table to Word Unit B integration tasks Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 18

Summary Integrating data among Word, Excel, and Access Importing an Excel worksheet into Access Copying a Word table to Access Linking an Access table to Excel and Word Linking an Access table to Word Microsoft Office 2013-Illustrated Introductory, Windows 7 Edition 19