I'm currently running reports and queries against one linked excel spreadsheet. Ran into a permission conflict on my work network, so what I've needed to do is create a duplicate of the excel spreadsheet. Then place that duplicate in another location with lower access rights.
All my queries and reports run from the previous data source. All fields are the same - as the spreadsheets are duplicates of one another. Is there a simple solution that would prevent me from having to go back and redo all my queries and reports? I've tried changing the data source and leaving the rest the same with no luck.
Just delete the old linked table, and then link the spreadsheet from the new location applying the same name (in Access) to the linked table as you used before.
Related
Looked around quite a bit before posting this - I just can't seem to get this seemingly very simple question answered (I think I missing something!)
From within MS Access 2007 I have several related tables that deal with inventory of products. I simply want to export that table data into a SharePoint List (or Lists), and link them. Users will generally just use the SP lists in order to search, view, and sometimes modify the data (i.e. mark a product as exhausted). For our work group this is preferential to opening MS Access repetitively.
The problem I'm having is that the linking features within Access don't make sense to me! I seem to be missing something fundamental here, despite reading over the MS documentation and various sources.
One can export a table, but there is no linkage between the created list and the original table. Changes made on the SP list will not be reflected in the original table which makes this a lot less useful?
One can import a list, but that linked table that is generated is NOT the original data table that I started with (the new, generated SP-linked table is a different entity than the original table. Updates to that new SP-linked table are not reflected in any original table that I had). This method seems very backwards, as you ought to have your relational DB setup correctly before attempting to make SP lists that surface that data. It seems backwards to me to make SP lists that are then wedged into an existing DB without any consideration to the existing DB structure?
So - I think that there is something fundamental that I'm missing here. It would seem that one ought to be able to just use SP to surface/provide views/editing of existing Access tables.
Isn't there just a simple way to have a SP list directly linked to an existing Access table, so that changes in the SP list are reflected in the original Access table?
I believe the solution you're looking for is the ability to "Publish" an Access DB to a SharePoint site. If you're using SharePoint 2007, the published copy will be read-only in SharePoint but users can still do everything else you described.
Details on this type of Publish are in the Office Help here:
https://support.office.com/en-us/article/Publish-a-database-to-a-SharePoint-site-8287ed04-9c65-46c4-bbdb-c965c56b018c
To quote from it:
Click the Microsoft Office Button Office button image , point to
Publish , and then click Document Management Server.
Type the URL of
the SharePoint site where you want to publish the database. If you
used the same location the last time you opened Access, the database
appears in the Publish to Web Server dialog box.
NOTE: This option is available only if your database is saved in Office Access 2007 format.
Select the library, such as a document library, where you
want to publish the database, and then click Open.
In the Name box,
type a file name for your database.
Click Publish.
If you have SharePoint 2010 or newer, users in SharePoint can have full CRUD (Create, Read, Update & Delete) capabilities to both the data and even the DB design without having to touch Access once the DB has been published. This is described in more detail here:
https://support.office.com/en-us/article/Build-and-publish-an-Access-database-to-SharePoint-e68bf007-410c-43b2-bf21-322ddbcf5411
The steps to do so are simply:
Open the Access file
Click 'Save and Publish' in the File menu
Choose 'Publish to Access Services' under the Publish heading
Specify the URL to the SharePoint site you wish to publish it to
So this has been an issue for days already and I could not find any solution to it.
I have successfully connected a table of a remote mysql database (hosted on my own server) to a MS access (ver. 2013) file stored on the desktop of my laptop which runs win 7 ultimate.
All changes being done in each side will be reflected on the other side of the link. So far, no problem.
The issue is that I have an excel datasheet containing the same table but with updated records. I was able to get it imported by right clicking on the imported ODBC table and choosing Import Excel file and then choosing the append a copy of data to the existing table.
That worked only for the first time as it inserted all rows into the originally empty remote table. After that, every time I repeat the same thing, none of the updated records will be reflected into the linked remote-table.
Any lights on the matter is highly appreciated.
Thanks.
I have a folder with around 15 reports in it, these are Report Server reports. To run each report individually will take a while, so I want them to run together. So, what I want to be able to do is somehow run all the reports in this folder, is this possible?
This is somewhat of an ambiguous question. Let me explain. What are you asking specifically?
Q: Can you run multiple reports at the same time?
A: Yes, and there are several ways to accomplish this.
1. You can use SQL agents
2. Use batch files with task scheduler
3. Use an SSIS package and use an agent to run them at specific times...etc...
Hopefully one of the reports does not depend on another and another thing that you have to take in to consideration is how hard you will be hitting the SSRS or SQL server. Running them all at one time may take longer than one at a time. depending on the bandwidth of the SQL Server and what tables are going to be locked up during each of these processes.
You might want to give a little more detail in your question...
I would recommend an SSIS package, especially as it also one of the options presented by #Michael that can email the Excel workbook too which you mentioned in an earlier comment.
The following resource covers quite well the execution and export of an SSRS report using SSIS, including code you will need as a starting point: Executing an SSRS Report from an SSIS Package.
You could save some time in coding the solution by using the following custom Task that can be integrated into SSIS: SSIS ReportGenerator Task.
There is one problem in your requirements though which is merging reports into one Excel workbook where I assume you want separate sheets for each report within the same workbook?
Reporting Services can use multiple worksheets (to divide a report up into pages a.k.a pagination) but only for a single report; it can't merge reports into one Excel file. This can be accomplished with custom code however. There's a somewhat basic example here: Merging workbooks into a master workbook with separate sheet for each file.
One way to run all the reports at once is to add subscription to all of them and set same subscription start time in all of the reports. what will happen is once the start time arrived all the reports will run simultaneously and will generate excel/pdf (any format specified) file at shared location.
We have a system that uses replication to allow folks in two different locations to work with a common database back end. The network is not high quality, and slow so I used replication to put a back end at each location and keep them synchronized. Synchronization is done through the Replication Manager and synchronizer running on a schedule. This has been working great for the past two years. The system was originally developed and used with Access 2007 but with the back end in mdb format. So now the client is up to Access 2010. The client wanted some changes to the back end, entailing some new tables and new fields added to existing tables. No problem I think. I went to the site and opened the Replica set design master using Access 2010 and added the new tables with no problem. Then I tried to add the new fields to existing tables. I could do that in design view but when I tried to save the changes I get a message 'Operation not supported for this type of object' message. I banged my head against the wall for a while thinking I was doing something wrong, then gave up working at the client facility. I did run the synchronizer before leaving and the new tables propagated properly to the other managed databases. This part is working.
After returning to my office I thought possibly this is an Access 2010 issue. I fired up a virtual machine with Access 2007 on it and a running replication system of the same database. In Access 2007 I could open the design master and add fields to existing tables with no errors and the changes would save. Is this an Access 2010 issue or is there something else going on? I'd hate to have to re-install Access 2007 on one of the client computers to make these changes. I have the same system running on my Access 2010 machine and I can duplicate the 'Operation not supported for this type of object' issue using Access 2010 in my office. Any thoughts?
Thanks in advance for your assistance.
Old thread but I have also run into the same problems. I found that using Access DDL (e.g. ALTER TABLE) in the SQL window works to modify table design in a replicated database in Access 2010. It won't allow you to modify an existing field/column but you can at least add or drop fields from existing tables. You can use DDL to modify an existing field by adding a new temporary field to your table the way you want it, copy the data from the existing field to your temporary field, then drop the existing field. Then add a second new field with the name of the field you deleted and copy the data over from the temporary field. Then delete the temporary field. More Access DDL info here
HI!
Does anyone have any idea how to synchronize MS Access data to SharePoint portal. I would like to link both of this together and trigger a workflow upon receiving a new data entry.
Hope you could advice on it.
Thanks!
In Access you can have so called "linked tables". You can have access linked tables with a Sharepoint installation. In Sharepoint this linked table manifests itself as a regular list, so you can have a workflow trigger on each new item created.
There is a nice tutorial here: How to Link SharePoint Server 2007 Lists with Microsoft Access 2007 and for Sharepoint 2010 and Acccess 2010 Microsoft hast written something nice: Synchronize a SharePoint 2010 list with Access 2010.
Additionally let me show you some Screenshots from Access. When you go to External Data > Export > Sharepoint List (see next screen)
When you click on that button you get the following dialog where you can select where to export your table to:
The same dialog you get when you Right click on a table, go to Export > Sharepoint List.
Now if you want to synchronize your data, you need to link that created Sharepoint list to your Access DB. So you click on External Data > Import > From Sharepoint List and you get the following dialog:
When you have a linked table it is synchronized with Sharepoint.
I think you are looking for this article.
http://office.microsoft.com/en-us/sharepoint-designer-help/add-a-database-as-a-data-source-HA010100908.aspx
Basically, you need to create a new Data Connection Library (pick from the Library list in the "Create" page). And then follow the steps depending on the connection method (i.e. Single Sign-On, custom connection string, or user id/password).
The process involves migrating your access tables to SharePoint. So if you moved or migrate a table in Access to SharePoint AND THEN choose to link the table, then it is a live connection to SharePoint. This is a bi-direction synnc of that table. So any change in Access (any update to that linked table) will see changes sent to the same table (list) in SharePoint. This is a VERY different process then trying to sync a whole file. So power-point files, or even a Access file does not work well at the FILE level, and you don't get any kind of multi-user setup.
However, if you migrate the tables to SharePoint lists, then any sql query you build in Access against that linked table will work just fine. And that includes append query, update query, or just a select for data.
And you can even work against these linked tables in off-line mode. This means that you can continue to update the tables even without network connection. When you do finally get wi-fi or some internet connection, then the data will auto-sync (both ways) and tables will update missing or changed data.
Note that you can even migrate and maintain related data, and SharePoint now supports relations and maintains those relations for you (referential integrity between tables is supported when using Access 2010 (or later) and SharePoint 2010 (or later).
VERY careful steps are required to migrate related tables. Access will migrate and send related tables of data to SharePoint (and maintain the relations for you). You simple have to ensure that your relations are of a type that SharePoint supports.
This means your PK has to be a autonumber ID type, and the foreign key has to be standard long data type. Since this setup is the vast majority of Access relationships, then these types of related tables move rather well to SharePoint. However, if you PK/FK setup is say a string, then such relationships don't work in SharePoint.
The other issue is to keep in mind that performance issues can arise when the row count exceeds 5000 rows when using Office 365 or hosted SharePoint. If your SharePoint system in on-premises then you can turn off some of these limits.
Migration of related data tables is easy, but you need to ensure you setup the relationships using the table lookup wizard in most cases. Sometimes you can use the relationship window, but in most cases, you need to re-build the relationship in a correct way BEFORE you migrate the tables to SharePoint. If your don't have related data, and just a few tables, then you don't really have to do much of anything in Access before you migrate such tables.
As noted, once migrated to SharePoint, then any sql query you execute against such linked tables will work fine. So no need to update the table local, or on SharePoint - the whole process is fully automatic and synced for you.
This video shows how to migrate related data tables to SharePoint if that is your requirement:
https://www.youtube.com/watch?v=3wdjYIby_b0&t=0s&list=PL27E956A1537FE1C5&index=3
Edit
Given that the tags are for SharePoint 2007, then you will find that access 2010 (or later) and SharePoint 2010 (or later) is required for referential integrity to work. And pre Access 2010, you find performance of linked lists to be rather slow, and table row counts needs to be keep small. (under 10,000 rows).