...Subject: Migrating from Microsoft Excel to Microsoft Access Thank you for taking the time in this manner. As the head tutor/assistant manager at Shamrock Tutoring, I have noticed various ways and tools we can utilize in order to increase productivity and efficiency in some of the ways we process information. Currently we are using Microsoft Excel as our knowledge database. This program has proved useful and effective for quite some time. We use Excel to schedule appointments, store clients various information, keep track of tutor hours, marketing, sales, and advertising. I believe our database has outgrown this system and it is getting too difficult to search, access, and store information. There is a better way. Microsoft Access is a much better tool to handle the different forms of information we use at the workplace. While Excel is a great program for storing numerical values and creating lists, Access is a better tool for textual information along with numerical data. With Microsoft Access, we can import our whole database from Excel. We can then create various forms to input new information such as new customer information, new tutor information, and schedule changes to name a few. Searching for information would become more efficient through the use of queries and filters to find exactly what the user is looking for at the time. Updating invoices and developing templates for various other forms would become more productive. I understand changing systems may...
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...relational database such as Microsoft Access versus their current database, Microsoft Excel. Team B will explain the usefulness of converting data currently held in Microsoft Excel into a relational database using Microsoft Access. Team B will also introduce types of collaborative software; how this software can improve communications and streamline work processes. Microsoft Excel Microsoft Excel is the most used spreadsheet program (Grauer, Poatsy, Mulbery, Hulett, Krebs, & Mast, 2011). In Excel, a worksheet is a single spreadsheet that typically contains descriptive labels, numeric values, formulas, functions, and graphical representations of data (Grauer, Poatsy, Mulbery, Hulett, Krebs, & Mast, 2011). A workbook is a collection of one or more related worksheets contained within a single file; by default, new workbooks contain three worksheets (Grauer, Poatsy, Mulbery, Hulett, Krebs, & Mast, 2011). Storing multiple worksheets within one workbook helps organize related data together in one file and enables you to perform calculations among the worksheets within the workbook (Grauer, Poatsy, Mulbery, Hulett, Krebs, & Mast, 2011). Business typically uses Microsoft Excel to store simple information. Microsoft Access Microsoft Access consists of seven main components: tables, relationships, queries, forms, reports, macros, and modules. Tables are the backbone of a database (Simply Access, 2012). They are look similar to a spreadsheet in Excel. Relationships are the bonds that hold...
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...database such as Microsoft Access versus their current database, Microsoft Excel. Team B will explain the usefulness of converting data currently held in Microsoft Excel into a relational database using Microsoft Access. Team B will also introduce types of collaborative software; how this software can improve communications and streamline work processes. Microsoft Excel Microsoft Excel is the most used spreadsheet program (Grauer, Poatsy, Mulbery, Hulett, Krebs, & Mast, 2011). In Excel, a worksheet is a single spreadsheet that typically contains descriptive labels, numeric values, formulas, functions, and graphical representations of data (Grauer, Poatsy, Mulbery, Hulett, Krebs, & Mast, 2011). A workbook is a collection of one or more related worksheets contained within a single file; by default, new workbooks contain three worksheets (Grauer, Poatsy, Mulbery, Hulett, Krebs, & Mast, 2011). Storing multiple worksheets within one workbook helps organize related data together in one file and enables you to perform calculations among the worksheets within the workbook (Grauer, Poatsy, Mulbery, Hulett, Krebs, & Mast, 2011). Business typically uses Microsoft Excel to store simple information. Microsoft Access Microsoft Access consists of seven main components: tables, relationships, queries, forms, reports, macros, and modules. Tables are the backbone of a database (Simply Access, 2012). They are look similar to a spreadsheet in Excel. Relationships are the bonds...
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...and assist in sales. Efficiency and Collaboration Proposal As the manager of sales department at Party Plates; we have been considering changing form Microsoft Excel to Microsoft Access. These two products can be compatible to each other; however each as its own purpose and one can help our sales department better than the other (Sanger, 2012). Functions that are different between them are that Access is a relational database management system and can manage large amounts. Accesses can creat4 relationships between data because it uses flat files and can handle thousands of records. Excel is a spreadsheet and dose math. Excel has limited functionality and can handle up to 15,000 records. (Sanger, 2012). On the effort to increase sales, the corporation decided to use Microsoft Excel systems; it helps not also to increase sales but to have a better communication between the employees. The benefits are highly quantify, starting with the internal work environment, with the use of it the communication between employees is clear and faster, the corporation now can use applications that help to create documents, or prevent the duplication of data. With the use of it the company can avoid errors that can cost money and legal problems to the corporation. It gives the ability to have a better and faster access documents and programs to...
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...E&C PROPOSAL Converting data currently held in Microsoft® Excel® spreadsheets into a rational database using Microsoft® Access® can be useful in creating reports. These reports can be run at any time by users. “With Office Access 2007, you can link tables to your database from other Access databases, Excel spreadsheets, Windows SharePoint Services sites, ODBC data sources, Microsoft SQL Server databases, and other data sources. You can then use these linked tables to easily create reports so you can base your decisions on a more comprehensive set of information” (Microsoft Office Access benefits). Access can be used by multiple users working on the data at the same time; even several users can work on the same data at the same time. Access locks in a record only while the user changes it; when users use Excel workbook it can be shared, but users should change data in Excel at separate times for the process to work best. “If you need to connect to several data sources and edit the data directly in those sources, then Access is your choice. You can view external data with Excel, but you can't change that data” (Office Microsoft). Wireless to IT uses The benefits of using Microsoft Access in the work place for the company would be one of the easier ways to create contacts, assets tracking, issue tracking, project tracking. With the program it would keep up with current customers, and their previous order. The company with and using this program can also share or forecast their...
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...sales department. Internet and programmer based evaluations along with employee knowledge base of programs should provide a good data sets for both reviewed programs. The report finds that Microsoft Excel offers the employees easier input options that perform similar tasks as Microsoft Access. This allows ABC Sales to develop the most robust data sets for the lowest cost, with minimal additional training requirements to existing staff. It is clear that ABC Sales Department needs to choose Microsoft Excel. Problem Statement The ABC Sales Department has an organizational problem. ABC Sales Department does not keep a record of annual inventory renewal schedules for their special projects. The sales department needs to start to keep these records in order to properly plan future budgets, set realistic goals for employees to reach, and be able to forecast proper pricing for renewals. The sales director needs to implement an easy to use and cost affective tracker for the managers to use. The managers need to start tracking these items in order to increase revenue so that the ABC Company can be successful in the market. Overview of Alternatives The following two alternatives considered in this report meet the ABC Company requirements: Alternative A-Microsoft Excel Spreadsheets In order to understand and track the revenue and dates of prior existing orders, databases can be exported...
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...sales department. Internet and programmer based evaluations along with employee knowledge base of programs should provide a good data sets for both reviewed programs. The report finds that Microsoft Excel offers the employees easier input options that perform similar tasks as Microsoft Access. This allows ABC Sales to develop the most robust data sets for the lowest cost, with minimal additional training requirements to existing staff. It is clear that ABC Sales Department needs to choose Microsoft Excel. Problem Statement The ABC Sales Department has an organizational problem. ABC Sales Department does not keep a record of annual inventory renewal schedules for their special projects. The sales department needs to start to keep these records in order to properly plan future budgets, set realistic goals for employees to reach, and be able to forecast proper pricing for renewals. The sales director needs to implement an easy to use and cost affective tracker for the managers to use. The managers need to start tracking these items in order to increase revenue so that the ABC Company can be successful in the market. Overview of Alternatives The following two alternatives considered in this report meet the ABC Company requirements: Alternative A-Microsoft Excel Spreadsheets In order to understand and track the revenue and dates of prior existing orders, databases can...
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...relational database such as Microsoft Access versus their current database, Microsoft Excel. Team C will explain the effectiveness of converting data currently held in Microsoft Excel into an interactive database using Microsoft Access. Team C will also introduce types of collaborative software; how this software can improve communications and streamline work processes. It is time for something new, something invigorating and inspirational for this business’ organization. Party Plate’s current system is Microsoft Excel. The system is excellent for managing and maintaining data entry information as well as other electronically processed information. Microsoft Excel has allowed our business to control the inventory and regulate the calculations that are constantly occurring during a daily routine. Excel’s spreadsheet program has allowed this company to create and breakdown prices into rows and sections wherever needed for evaluating values and rates for our customers’ orders and suppliers’ productions. Excel allows us to distinguish between the two as well as the many other values that may be involved in the transaction. Errors are easily corrected that may be found after evaluation is nearly complete. The program has been a remarkable system that has enabled us to develop proper skills needed for accurate inventory; however, Microsoft Access appears to be a better target. Microsoft Access is dedicated to the same aspects of Microsoft Excel. Access is recommended because it helps with...
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...Microsoft Access can help Party Plates in many different ways. Primarily, Microsoft Access is cost effective and readily available to most business owners in a package for professional use. This program is great for many businesses that need more organization in their sales, production, or finance departments etc. Secondly, this program is compatible with other programs, like Microsoft Word or Microsoft Excel, for ease of access. Being able to import an Excel spreadsheet into the Microsoft Access database cuts down on the amount of duplicate data. Lastly, Access can help with the collaboration of different departments when reporting to higher levels. For example, Microsoft Access can be utilized: to create a profit/overhead report for the President/CEO of the company, to track how much product each salesperson sells for goal setting/keeping, or just to keep track of your employees’ payroll. Overall, Party Plates will benefit from the use of this program. Although Microsoft Excel spreadsheet does not qualify as a database, this application is extensively utilized to hoard data and is habitually employed in working out uncomplicated database tribulations, since it is a flat file database. However, it is very useful to convert data currently held in Microsoft Excel spreadsheets into a relational database using Microsoft Access. First, converting Excel data into a relational database through Access has the benefit of lesser inaccuracies and variations. The significance of...
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...Microsoft Sharepoint 2013 Step by Step Olga M. Londer Penelope Coventry Copyright © 2013 by Olga Londer and PPP Consulting Ltd. All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher. ISBN: 978-0-7356-6703-7 1 2 3 4 5 6 7 8 9 LSI 8 7 6 5 4 3 Printed and bound in the United States of America. Microsoft Press books are available through booksellers and distributors worldwide. If you need support related to this book, email Microsoft Press Book Support at mspinput@microsoft.com. Please tell us what you think of this book at http://www.microsoft.com/learning/booksurvey. Microsoft and the trademarks listed at http://www.microsoft.com/about/legal/en/us/IntellectualProperty/ Trademarks/EN-US.aspx are trademarks of the Microsoft group of companies. All other marks are property of their respective owners. The example companies, organizations, products, domain names, email addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, email address, logo, person, place, or event is intended or should be inferred. This book expresses the author’s views and opinions. The information contained in this book is provided without any express, statutory, or implied warranties. Neither the authors, Microsoft Corporation, nor its resellers, or distributors will be held liable for any damages caused...
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...place. The sales department is currently using Microsoft Excel but after looking around for something that would suit our needs better we found Microsoft Access. As technology and our business grow we are always looking for ways to improve. We will tell you how switching over to Access will benefit the company. We will also include suggestions for future use of collaborative software and how it can help the sales department improve communications. Stated below are the changes being made. Microsoft Access is a program that is used to store large data. Microsoft Access is very beneficial in the work environment, because of the different features that it offers, and it is easy to learn. The program is user friendly which incorporates other features offered through Microsoft Office. Without sacrificing performance, large amounts of data can be stored into the database. It is very easy to store available information into the database. If your office environment is large , Access may be programmed to retrieve information from the enterprise software. This short document will illustrate the benefits of moving personnel data for Party Plates from Microsoft ® Excel into Microsoft ® Access. Though there are many more reasons to utilize Access or other similar relational database software, we will focus on the personnel data management in particular. The data collected on personnel can be tracked in Excel but, in order to easily compare that data against other...
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...Collaboration Proposal When it comes to running a business, efficiency is important to both the business and the customers. But what makes the business efficient? The most important programs to run in a business are the database systems as well as the collaboration tools. If you are using a program from Microsoft, Access is the best one to use in the business because of its ability to process information using a relational database system. However, the collaboration tool that a business uses is equally important. This tool whether it is an inter- or intra-net type system is critical when working with other team members or employees to process work efficiently and effectively for the business and its customers. While currently at Party Plates we utilize Microsoft Excel, there is good reason to incorporate Microsoft Access as well. On many occasions, you will want and possibly need to take advantage of the benefits that both programs have to offer. For example, you created a spreadsheet in Excel in which you can calculate and analyze the data, and it has become unmanageable due to size and complexity, and now that data needs to be accessed by many more users than you. One example would be to, import or link your worksheet into Access and use it as a database as an option to working with it in Excel. Whether you use excel or access first, the data is always interchangeable you can go from one to the other seamlessly. You can bring data into Access from Excel (and vice versa) by,...
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...resumes, letters and fax cover sheets. There are also features that allow you to add professional looking graphics to your documents. 1 Common Errors: Auto correct Formatting errors Macros Cannot open a file Document is formatted on earlier versions Diagnostic Strategies: One of the best strategies to resolve errors in Microsoft Word is to use the help function within Word itself. Another strategies is to use one or more search engines to find a solution to an issue. To get started on using the help function in Microsoft Word, press the F1 key and ‘word help’ will appear. There are a couple of options to using word help. If a user is connected to the internet, then use the online search function, if they are not, then use the help function from the computer. A user can switch from each one using the drop down arrow next to the words ‘word help’. Teaching a customer how to use the word help function is a great opportunity to educate them on Word 2013 options to get more Word training. An example is ‘key shortcuts’ and ‘learn word basics’ Microsoft Excel Summary: Microsoft Excel is an electronic spreadsheet program that is used to perform numeric calculations and to analyze and present numeric data. An advantage to this program is its ability to compute calculations automatically as the user updates information; allowing for fewer to no errors by taking away the manual function of doing it with a pencil and paper. 2 Common Errors: ...
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...new changes that could take place. The sales department is currently using Microsoft Excel but after looking around for something that would suit the businesses needs better it was found that Microsoft Access can fill those needs. As technology and our business grows there are always ways to improve. There are many benefits to switching over to Access that will benefit the company that will be discussed. Suggestions will be debated for future use of collaborative software and how it can help the sales department and how it can improve communications. Computers are very useful in today’s world. When you’re dealing with Microsoft excel, there’s a lot of information that you can create in Microsoft excel. Trying to convert data into Microsoft excel spreadsheet using Microsoft, is not an easy task. Excel can hold more information and it is generally very easy to read. Excel is a flat file database, not a relational database (Microsoft.com, 2013). Excel is very useful because you can analyze information or data, graphs, calculations, formulas, copy, paste and you can use it as a word document. You can decorate the spreadsheet with specific colors to identify key points as well. Once you have collected all the data, you can start to convert. Collecting the data that you need in order to have a successful spreadsheet will help people understand what you’re trying to create or convert. As Excel spreadsheets get used more often by more people in the organization they get copied...
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...be steps taken to alleviate or mitigate any issues that may play a role in hindering the success of the goals put in place. Use of a Database or Excel Spreadsheet An Access database or Excel spreadsheet will have to be created featuring fields that can easily be accessed in order to verify information at all times and in detail. The more fields listed, the easier it will be to find a particular part or location and will enable this information to be easily obtained. The list of relevant fields needed to track important data is contained below. . Equipment Company: Name, telephone number, address, and a point of contact Equipment: Name, model, serial number, location, and weight Shipper: Name, telephone number, address, and a point of contact Booth Components: Booth number, name, model, location, height, size, and weight Advantages and Disadvantages of Access As with any product, there are advantages and disadvantages. Here are some of the advantages and disadvantages of using Access according to (Microsoft.com, 2014). Access can work with millions of rows. Access is ideal for text, numbers, dates, and other common data. Access has useful features for storing large objects like images and documents. Disadvantages of using Access are that it cannot perform what-if analysis or use SmartArt graphics. Advantages and Disadvantages of Excel Here are some of the advantages and...
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