Importing from Access into Excel

Overview

The [highlight txt=’import from Access’] instruction allows a user to import data into an Excel worksheet from an Access database Table. The instruction allows for the field names (‘column headings’) of the Table to be imported along with the data.

[message type=”warning”]For the purposes of this article we are going to use two simple and fictitious files. They have already been uploaded into a data step. You will want to replace these files with those of your own.[/message]

Before we get started

Please further create a ‘Manipulate a file’ or ‘Multiple file manipulations’ action step so that you can add and use instructions.

The source file that we are going to use looks like this:

The target file that we are going to use is a standard fresh Excel workbook which contains 3 empty worksheets.

Steps

1. Create an ‘Import from Access’ instruction.

2. Link the file named “Source” as the source file.

3. Use Table1 from the source file.

4. Tick the box for the ‘Export column heading to target?’ rule. This configures the instruction to import the field names of the Table into a row above all the data.

[message type=”warning”] Please note that the user should specify the format of any Date fields in the Table.[/message]

5. Link the file named “Target” as the target file.

6. Use Sheet1 from the target file.

7. Use cell address A1 from Sheet1.

8. Save and run the step.

9. After the step finishes running, download and open the target file. As you can see, the Table has been completely re-designed to match the structure of the Excel data:

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