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Michael Alexander and
Geoffrey Clark
Microsoft
®
Excel
®
&
Access

Integration
with Office 2007
01_104880 ffirs.qxp 3/22/07 10:47 PM Page i
01_104880 ffirs.qxp 3/22/07 10:47 PM Page iv
Michael Alexander and
Geoffrey Clark
Microsoft
®
Excel
®
&
Access

Integration
with Office 2007
01_104880 ffirs.qxp 3/22/07 10:47 PM Page i
Microsoft
®
Excel
®
& Access™ Integration with Office 2007


Published by
Wiley Publishing, Inc.
10475 Crosspoint Boulevard
Indianapolis, IN 46256
www.wiley.com
Copyright © 2007 by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-0-470-10488-0
Manufactured in the United States of America
10 9 8 7 6 5 4 3 2 1
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Mike Alexander
For Mary, Ethan and Emma
Geoffrey Clark
For FairBear and LittlestBear,
the fairest and littlest of all bears in the land...
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Mike Alexander is a Microsoft Certified Applications Developer (MCAD)
with over 14 years experience developing Office solutions for a wide array of
Companies and industries. He currently lives in Frisco, Texas, where he works
as a Senior Program Manager for a top technology firm. He is the author of
several books on data analysis using Excel and Access, and he is the principal
behind DataPigTechnologies.com, a site that offers free tutorials on Excel
and Access.
Geoff Clark holds an MBA from Duke University’s Fuqua School of Business

where he graduated as a Fuqua Scholar in 2000. After business school, Geoff
joined McKinsey & Company in Charlotte, NC, as an associate management
consultant. It was at McKinsey & Company where Geoff began applying
advanced Microsoft Excel and Access techniques to aid clients in analytical
problem solving and fact-based decision making. After his stint in manage-
ment consulting, Geoff served as director of marketing analytics with a $700
million environmental services firm. Currently, he is a manager at a major
technology outsourcing company and develops office applications to enable
enterprise-wide metrics and change initiatives. Geoff lives in Plano, TX, with
his wife and son.
About the Authors
v
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Acquisitions Editor
Katie Mohr
Development Editor
Kelly Talbot
Technical Editor
Ed Ferrero
Production Editor
Angela Smith
Copy Editor
Travis Henderson
Editorial Manager
Mary Beth Wakefield
Production Manager
Tim Tate
Vice President and Executive
Group Publisher

Richard Swadley
Vice President and Executive
Publisher
Joseph B. Wikert
Project Coordinator
Kristie Rees
Graphics and Production Specialists
Denny Hager
Stephanie D. Jumper
Jennifer Mayberry
Barbara Moore
Ronald Terry
Quality Control Technicians
John Greenough
Brian H. Walls
Proofreading and Indexing
Aptara
Anniversary Logo Design
Richard Pacifico
Credits
vii
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About the Authors v
Acknowledgments xvi
Introduction xvii
Part I: Basic Integration Techniques 1
Chapter 1: Getting Excel Data into Access 3
Differences Between Access and Excel 4
Different Types of Excel Spreadsheets 4

The Excel Worksheet in Report Format 4
The Excel Worksheet in Flat File Format 5
The Excel Worksheet in Indexed List Format 6
The Access Table 8
The Table in the Datasheet View 8
The Table in the Design View 8
Different Types of Data 9
Table and Field Naming Conventions 11
Bringing Your Excel Data into Access 11
Importing a Worksheet into a New Table 11
Linking an Excel Worksheet to Access 18
Appending an Excel Worksheet to an Existing Table 22
Potential Errors When Using the Append Import Wizard 23
Summary 25
Chapter 2: Analyzing Excel Data with Access Queries 27
Introduction to Access Queries 27
Creating Your First Select Query 28
Sorting Query Results 31
Filtering Query Results 32
Contents
ix
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