export data to word table

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I have the following problem and am new at this Access business, so please
bear with me. (I can program if it is necessary, but will need specific
instructions!)

I want to do the following: Keep track of a list of callers. For each
caller I have assigned four procedures that you can select which procedure
the person is interested in (called Procedure1, Procedure2, etc in table
"Inquiry List"). I want to bring data into this table from a linked Excell
spread sheet that I have named "Price Sheet" in excell.

Price sheet is set up as the following:
Procedure Name Fee Anesth Facility Total
Procedure A $100 $50 $10 $160

Once the call is finished and the procedures have been selected, I would
like to output the procedure list (and mail merge the caller's address) into
a word document where the procedures are listed in a table so that when they
receive the letter, it will list it in a format with different prices that
mimics the Price Sheet format. Any suggestions on how to accomplish this?

Thanks.
 
Hi Mired,

What you're asking is more than can practically be covered in one go. By
the time you've finished it all you'll know quite a lot about Access.

First, a note of caution. It looks as if you may be working in a
healthcare context. If so, in most jurisdictions there are strict
regulations regarding confidentiality, data protection and so on, and
you must ensure that your database system will comply with those as well
as perform the functions you want.

Next, database design should always begin by identifying the real-world
"entities" that need to be modelled. It looks as if you start with
Callers (or maybe they're People or Patients). Each Caller can make one
or more calls or Inquiries. Each Inquiry is about one or more
Procedures.

In other words there's a One-to-Many relationship between Callers and
Inquiries, and another between Inquiries and Procedures. If you look at
the Northwind sample database that's installed with every copy of
Access, you'll find the same relationships between Customers, Orders and
Order Details as you'll have between Callers, Inquiries and Procedures.
That will show you how to set it up.

Unless there's a specific reason to link to a price list in Excel, put
the table of Procedures and prices in Access.

Also, it will be much simpler to generate the letter with the selected
procedures as an Access report than by merging to a Word document. In
the report, you'd simply use a sub-report to list the procedures
(similar to the subform that lists the order details on the Northwind
Orders form). Achieving the same effect in Word is possible but not
simple.

On Sun, 23 Jan 2005 06:35:02 -0800, Mired in Access <Mired in
 
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