Importing Financial Statements From Excel To Access

[farmir]

Hello Guys,

i am simply new to this forum and i am new to Access as well i have very few knowledge regarding this program.

to get to the point i have been ask to do income statement , Cash flow and a balance sheet in excel and then use Access to record the same data or to import them to be able to use queries after that. the problem is i dont know how to import them and i dont know how to transform the Statements it self into a database format can any of you please help me ASAP thanks a lot

PS: i attached my excel sheet so you can get a better idea about the thing , and i am willing as well do do it manually the thing is i dont know how to divide them among the tables :$ thnx u

 

[Rabbie]

Welcome to the Forum

Since you say you are new to Access I feel this is an overly ambitious project to start in Access. You need to learn about Data Normalisation and VBA programming before even thinking of doing this in Access. I would suggest you look at buying a specialist Accouting package that will comply with all the regulations othewise you could find yourslf in trouble with the tax authorities.

 

[farmir]

Well actually i am still a student and i was asked to this as an extra bonus grade actually a lot of extra bonus points i am familiar some basics but if you can help me that would be great

 

[AccessJunkie33]

Hmmrr. If you'd like to struggle together to get it done, why not? I'm an accounting student who just got done with intermediate accounting finals and likes accounting info systems.

 

[dcartford]

Hi farmir,

Access reminds me of my young age, where i use to play around with their Northwind database. The good side of it, is it has the front and back-end compiled as a standalone application.

If i understand your problem here, is that you are trying to load data from excel to access as a repository base for your query. Why not create your own application and feed in the data directly to access, instead doing the duplicating work of capturing the same data in access?

If i may suggest, design your own database (consist of tables linked via primary key to foreign key) and then built the GUI (front-end) for the data input. I suggest you do more research on database designing and some sql programming. For a start, you need to grasp the idea of designing an accounting system (get the book from accountingdes.com) and brush up your sql programming (get book from Robert Vieira) for reporting query.

Since you are doing this for the extra bonus grade, and you have all the time, it pays to indulge yourself into discovering new ideas.

Best of Luck!