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Import Excel Data To Access

The mechanical steps of moving Excel and Access data back and forth are many, and most of them are quite simple. Whether you use Tools > Office Links, File > Open, Files of Type, Import/Export under the File menu or just good old copy and paste, the mechanics are not complicated.

See our article in the June 2004 issue for more details on the mechanics. In this issue, we’d like to mention some of the common problems that happen during the import/export process.

Excel is very accommodating when it comes to data types. Numbers and dates can get converted to text fields if Excel fails to recognize them as a number or date. For instance, February 30 or Aplir 10 are not dates. If these are mistakenly entered as dates, Excel doesn’t give a warning. Spreadsheets that have been used for storing data over a long period of time typically have a wide variety of data type errors; the letter O has been typed for the number 0 or units have been typed into a number field like ‘3 pieces’ instead of just 3.

When you move data into a brand new table in Access, the wizard analyzes the data being imported. Some portion of the data is sampled to determine data type. The new table is constructed using this analysis. So, Access builds a table with a field called Sales that it guesses is currency. It creates a field called CustomerName that it guesses is text. Then it looks at the field called InvoiceDate and notices February 30. It knows that February 30 is not a date and therefore assumes that the data is text. If one record is text, the whole field is text! Arrgghhh!

Again, no warning message is issued as no problem has occurred as far as Excel and Access are concerned. You must check your new table in design view as soon as you have imported it. In the picture here, we can see that both InvoiceDate and CreditLimit have been changed to text fields. It is very unlikely that fields with those names are text!

 

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You must go back to the source Excel file and track down the offending entries. Once your data has been scrubbed (expect a half-day for every year of data entries in Excel… just a rule of thumb, but never underestimate the amount of time spent scrubbing bad data!), delete the table in Access, re-import the Excel data and recheck the table in design view.

One other spectacular import problem that gives no warning: in all versions of Access, a field name that begins with a space is a huge No-No. If an Excel spreadsheet has been formatted by someone who didn’t know how to use the ‘Align Center’ button then it probably contains spaces before the name. The spaces are invisible to us humans and so the field name appears to be a normal center-aligned title. Access sees the spaces though, and Access freaks out.

The problem is, it doesn’t tell you what the real problem is! It just says: “An error occurred trying to import file 'C:\BadData.xls'. The file was not imported.” If you get this error, check your source file titles and make sure they have no leading spaces. It’s hard to see, so look closely.

We’ll have more to say about converting spreadsheets to databases in our next issue. If you have issues in the meantime, don't hesitate to contact us.

 


 
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Circular References

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References

Journal of Accountancy Articles

Tweaking The Numbers

Block That Spreadsheet Error

Excel Security Issues


 

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