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Spreadsheets vs Databases

By far the most popular article on the I Get It! Development website is the one concerning the differences between databases and spreadsheets. Not only has it been accessed more times than any of our other articles, it has generated the most email; from places as far away as Kazakhstan and as near to us in the Silicon Valley as Cupertino.

Not everyone in my group knows Access and we don’t want to have to learn.

Unlike Excel, Access databases are rarely interacted with ‘in the raw’. Most users of a database do not know how to use Access or any other database. A developer like I Get It! Development creates an application that uses an Access or SQL Server database behind the scenes. A typical user clicks on a desktop shortcut and is presented with a menu of items like Input Transactions, Edit Employee Data, View Spending Reports By Department, etc.
Two groups accessing the same backend database can even have different front-end interfaces. For instance, one group may have only input forms (to enter transactional data) and one group has only reports (to view consolidated period-end results).  If you stop and think about it, you probably already use SQL Server, Oracle, Sybase or another commercial database in your daily work like the general ledger or the HR database—but you access it through a professionally written application that hides the database tables and queries from you as it should!

I know a little bit about queries but I don’t want to have to keep writing them all the time.

A common misconception about queries is that they represent results—like an Excel spreadsheet. Queries are not results, they are instructions! Once a query is written, you never have to alter it again. Imagine that you want to see the total transactions for a given department quarter-to-date. You write a query that presents all of the information you need and you include a criteria that uses the =Date() function. Each time the query runs it goes through the same set of instructions, one of which is “get the current date from the Date() function.” On any given day, you will get different results based on the latest data that has been loaded into the database.

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In Access, other people who don’t know anything about queries can also run your queries with a button click! Again, stop and think about your other interactions with databases such as the ones that run the ATM network. Each time you request your balance a set of instructions is run: Look at the balance from the last statement, add all the deposits since then, subtract all the withdrawals since then, display the total. Same query every time, very different results.

The manager/executives I report to only like Excel!

No problem at all! The data should be stored in a database, that’s definitely true. For data integrity and data security a spreadsheet is simply not an option. But for PivotTable reports, working out what-if scenarios, creating graphs and charts, or doing period-over-period comparisons of course you’re going to need a spreadsheet. All Access queries and reports can be exported to Excel with the click of a button. Each object has a Tools > Office Links > Analyze it in Excel button that instantly moves Access data cleanly into Excel. Don’t settle on one tool, use each the way it was designed: store data in a database, work on it in a worksheet.
 

References

Journal of Accountancy Articles

Tweaking The Numbers

Block That Spreadsheet Error

Excel Security Issues


 

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