MS Excel or Office Help

[dancerjodi]

Hello All,

Sorry to bug you with a question on such stupid software(s). I've just changed from a job where I had some really neat tools to one relying soley on MS Excel and Access and I'm trying to make them jump through hoops that I'm not sure they are meant to jump through (keep in mind too, I don't know Visual Basic but have been able to get them to do some things with SQL).

I'm trying to take a file listing

Name $amount_1 $amount_2
Bob Smith $30 $40
Mary Jones $25 $33
Etc

And I need to take each individual record per person and insert it into a new document, listing only the data for that person. This ideally would happen somewhat automatically and would allow me to re-run the process as needed (though, I don't have to actually save each individual 'entry' or 'file' per person - most likely I'll be printing it).

Any ideas how to automate this? I was asked to do it and was told that the old analyst had a neat way to do it (her neat way was creating a template and then manually linking in each individual row of data, ick).

Any tips would be really helpful (And yes, I have been poking around in the help files and online)

Comments

Re: what format...

[dancer.livejournal.com]

Thanks both; I was actually working on the Mail Merge thing and then read this after I did it :)

There has GOT to be a way to end up with either an Excel file or Access Table or Report . . . I just can't find it (but it would be a neat trick)!

MS Access

[lensman.livejournal.com]

you should be able to do this in MS Access

Create a new DB in Access that has a linked external table to the MS Excell file. then you can generate any report you want from inside access.

To repeate the process you just put the new excel data file in the place where the old one was and rename it accordingly. Re run access and your reports now have the new data.