MS Query Wizard Uses for Excel and Access

Dennis Faas's picture

Your boss has just dropped a memo on your desk with a note attached asking you to analyze information contained in a company database and create a report for him to use at the annual meeting later in the week. Only problem is, the report is an Access database and you don't have MS Access installed on your computer! Now what?? You don't want to tell your boss that he will have to ask someone else to take care of this, right?

I have the answer for you! You don't have to own MS Access; MS Excel can step in and take care of this problem for you. That's right, you can use MS Excel to open the database that you need using the MS Query Wizard.

You need to obtain the information in that Access database and printout a list of customers with outstanding balances. The data is in the Customer table of your Sales database.

Follow the steps below to obtain that customer list using the MS Query Wizard:

  1. Launch MS Excel if it is not already open.
     
  2. Open a new blank Excel worksheet.
     
  3. Click on Data | Import External Data | New Database query.
     
  4. Under the Databases tab, select MS Access Database.
     
  5. Click OK.
     
  6. Under Database Name, select Spring Promotion.
     
  7. Click OK.
     
  8. Click the Company table.
     
  9. Click Company No.
     
  10. Click the right arrow box.
     
  11. Click Name and then click the right arrow box.
     
  12. Click Balance and then click the right arrow box.
     
  13. Click Next.
     
  14. Select Balance from the drop-down menu.
     
  15. Select Is Greater Than from the drop-down menu.
     
  16. Select 0 from the drop-down menu.
     
  17. Click Next.
     
  18. Under Sort By, select Company No. and click Next.
     
  19. Click the Save Query button, then click Next.
     
  20. Click Finish.
     
  21. Click Existing Worksheet.
     
  22. Click OK.

The results of the query are displayed in the blank open worksheet.

Of course, you will not have this same exact scenario when you are using the MS Query Wizard, but this example shows you how to go about using this very versatile feature in MS Excel to obtain information from an Access database and you will very likely shine in the eyes of your boss.

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