[AccessD] Automating Excel imports

Rocky Smolin rockysmolin at bchacc.com
Sat Jun 25 09:56:25 CDT 2011


I had this situation with an union related business that collects money from
contractors for up to 8 or 10 different fund.  A few of the contractors are
su7bmitting the timesheets via spreadsheet.  They were not amenable to
change to a standard form.  So I found it easiest to write a different
routine for each contractor that was submitting their data through a
spreadsheet.

The data from each is pretty much the sdame - just appears in different
places.  So I import their sheet into a temp table and sort out the fields
from there.  Turned out to be pretty easy, and accomodated contractors who
decided to switch from manual to spreadsheet submission.  TO make a new
spreadsheet import is a lot of copy and paste but you end up with a nice
library of input routines.  

R


-----Original Message-----
From: accessd-bounces at databaseadvisors.com
[mailto:accessd-bounces at databaseadvisors.com] On Behalf Of Brad Marks
Sent: Saturday, June 25, 2011 5:33 AM
To: Access Developers discussion and problem solving
Subject: Re: [AccessD] Automating Excel imports

All,

This discussion about Automating Excel Imports has lead me to share our
situation to see if anyone else has experience in how to best deal with this
process.

Our firm receives spreadsheets from about 100 firms (customers).  The data
from these 100 firms is basically the same but there is variation from firm
to firm.

We receive one spreadsheet from each customer each month.

There is a lot of variation in how the spreadsheets are defined.  For
example the column names vary from firm to firm.

Many of these spreadsheets are automatically generated by our customers.
For example, one firm may be pulling data from Oracle to build their
spreadsheet and another firm may use an entirely different automated
process.  The bottom line is that our customers are not manually entering
their data.

In order to bend over backwards to serve the customers, we try to make it as
easy as possible for them to do business with us.   

This process has been in effect for several years.

Currently the inbound spreadsheets are handled internally via a manual
process.  This works, but it is very labor intensive.

We would like to streamline this process.  I have started a project to pull
the data from the customer spreadsheets and store this data in Access.
Currently the customer data is simply kept by storing the customer
spreadsheets internally on a server.

Trying to import (into Access) 100 spreadsheets that are all defined
differently is becoming quite challenging.

We seem to be caught between a rock and a hard place.

Dealing with the customer spreadsheets as they are currently defined is
difficult.  Asking our customers to change how they submit their data is not
something that our Sales Department would endorse.

I am curious if anyone else has dealt with this type of situation.  I
realize that there is not an easy answer, but I might be able to learn from
others who have faced this challenge.

Thanks,
Brad 
  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
   
-----Original Message-----
From: accessd-bounces at databaseadvisors.com
[mailto:accessd-bounces at databaseadvisors.com] On Behalf Of 'Steve Goodhall'
Sent: Friday, June 24, 2011 10:52 AM
To: 'Access Developers discussion and problem solving'
Subject: Re: [AccessD] Automating Excel imports

I give spreadsheets to clients for data entry, but I protect everything
that I don't want them to mess up.  That said, it generally takes me several
iterations before they stop finding ways to break it anyway. 

	Regards,  

	Steve Goodhall, MSCS, PMP
248-505-5204

----- Original Message -----
 From:Access Developers discussion and problem solving To:"Access Developers
discussion and problem solving" 
Cc:
Sent:Fri, 24 Jun 2011 08:42:05 -0700
Subject:Re: [AccessD] Automating Excel imports

Duly noted!

-----Original Message-----
From: accessd-bounces at databaseadvisors.com [1]
[mailto:accessd-bounces at databaseadvisors.com [2]] On Behalf Of Stuart
McLachlan
Sent: Thursday, June 23, 2011 1:20 PM
To: Access Developers discussion and problem solving
Subject: Re: [AccessD] Automating Excel imports

Finally, you've identified the real problem.

Don't give clients spreadsheets for data entry. They *will* screw them up.
Give them a some other tool such as a simple Access database with a single
continuous form bound to a single table.

--
Stuart

On 23 Jun 2011 at 7:48, Darrell Burns wrote:

> That's the problem...not all of the columns are formatted as text.
I
> created the template that way, but sometimes the client does a
paste
> and changes the format.
> 

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