Kamis, 26 April 2012

RE: [MS_AccessPros] Re: Automatic import/validation/update from Excel spreadsheet to Access

 

Hello Clive,

Thank you for your response. I did look at some of examples in the 1_Samples folder and found some things I could probably use but for another project!

The buyers are right here. We have a very slooooow and unpredictable Citrix system that everyone hates. A lot of this data is coming from other systems. The Bill of Materials for example. It's just easier to get the list in Excel, revise it and then upload it for quotes. We go through hundreds and hundreds of parts for quote and don't have time to be doing data entry.

I do have it automated so that the results of the import/upload are transferred to Excel and the user can then send an email of this report to themselves or anybody. I'm using the send object command. BUT Someone still had to manually do something. I could have the name and email of the person submitting the import/update as part of the upload.

I read on the Microsoft website that sending reports automatically by email is a security issue and not allowed? If the results could be automated to send back the results to the user that would be wonderful!

I have a Boss that wants it all automated with the touch of a button...

Maybe what I need is to get is scheduling software?

Sally

From: MS_Access_Professionals@yahoogroups.com [mailto:MS_Access_Professionals@yahoogroups.com] On Behalf Of Clive
Sent: Thursday, April 26, 2012 10:02 AM
To: MS_Access_Professionals@yahoogroups.com
Subject: [MS_AccessPros] Re: Automatic import/validation/update from Excel spreadsheet to Access

Hi Sally,

Sorry to be slow responding.

From what you have said, I don't see why the buyers
are using spreadsheets to enter the data. If the the
data can be entered in a spreadsheet why not use the
database instead and get the benefit of validating
the data as it is entered?

Are they located remotely from your location and have
to email the spreadsheets to you?
~~~~~~~~~~~~~~~~~~~~~~~~~~~

If you want to email the results of your present
validation then that could be automated and the
results sent to the originator.
If you want more informatioon on emailing from Access
then raise it as a separate problem because there
are many in the group that do that.
There are three files related to email from Access in
the group files 1_Samples folder.

I will be interested in your answers.

Regards, Clive.

--- In MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals%40yahoogroups.com>, Sally Vega <sally_vega@...> wrote:
>
> Hello Clive,
>
> This spreadsheet is for buyers to track the quoting process with parts that need to be ordered. The spreadsheet has part numbers, due dates and different codes that must be input. I do have a window where they can input this data directly into the database but we need to have a spreadsheet if they're importing/updating many parts at the same time. Some times as many as 50 parts per upload.
>
> I do have an interactive program right now where the user will upload the data using the wizard. The program will then validate the data in the spreadsheet to make sure there aren't any duplicate parts already in the database, that dates aren't in the past, the different codes are not blank and have been input correctly, timestamps for the various stages that a task has been completed,etc. Presently, if the data is validated with no problems then it is uploaded, if not, I send the buyer a report of what needs to be corrected before the update.
>
> For the automatic process, it would be preferred to be able to send an email to the buyers for their spreadsheets. A report in a designated area showing if the import/update was successful and if not, which parts did not pass validation and why would also work.
>
> Thank you,
>
> Sally
>
> From: MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals%40yahoogroups.com> [mailto:MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals%40yahoogroups.com>] On Behalf Of Clive
> Sent: Wednesday, April 25, 2012 1:25 PM
> To: MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals%40yahoogroups.com>
> Subject: [MS_AccessPros] Re: Automatic import/validation/update from Excel spreadsheet to Access
>
>
>
> Hi Sally,
>
> Why is the data being entered into a Spreadsheet
> rather than directly into the Database where the
> data can be checked and validated at the point of
> data capture?
>
> When are the results required from the Database
> and are they need to be viewed interactively or
> are printed Report required at specific times?
>
> Regards, Clive.
>
> --- In MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals%40yahoogroups.com><mailto:MS_Access_Professionals%40yahoogroups.com>, Sally Vega <sally_vega@> wrote:
> >
> > Good morning all-
> >
> > My Boss has requested something that I'm not sure can be done in Excel or Access "automatically".
> >
> >
> > 1.) Is there a way to put an Excel Spreadsheet in a folder and have either Excel or Access import it into Access using a timer. Say every hour?
> >
> >
> > 2.) After it imports the spreadsheet, it needs to be run through a program to validate the data and also check against duplicates both in the imported spreadsheet and in the database. It needs to be able to update the line items that do pass validation and separate those that don't pass validation.
> >
> >
> >
> > 3.) It needs to either send an email or maybe put the error in a file somewhere for the user to be notified of the line items that didn't that didn't upload.
> >
> >
> > I have the three steps programmed so that the users upload the file themselves using the import wizard and does the validation/rejection/upload with a few clicks of a button but I don't know that it can be done "automatically". (I hate that word.)
> >
> > Has anyone ever done anything like this? Any ideas would be greatly appreciated.
> >
> > Thank you,
> >
> > Sally Vega
> > Supply Chain Data Analyst
> > Super First Class Products
> > B/E Aerospace, Inc.
> > 1851 S. Pantano Rd.
> > Tucson, AZ 85710 USA
> > (520) 239-4812
> >
> > This email (and all attachments) is for the sole use of the intended recipient(s) and may contain privileged and/or proprietary information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
> This email (and all attachments) is for the sole use of the intended recipient(s) and may contain privileged and/or proprietary information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.
>
>
> [Non-text portions of this message have been removed]
>

This email (and all attachments) is for the sole use of the intended recipient(s) and may contain privileged and/or proprietary information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.

[Non-text portions of this message have been removed]

__._,_.___
.

__,_._,___

Tidak ada komentar:

Posting Komentar