Convert a Microsoft Excel list to a Microsoft Access database
Importing a Microsoft Excel® file into Re:discovery
NOTE: These instructions were written using Microsoft Excel® 2002. If you have an earlier version, your options may differ slightly.
1. In your Excel spreadsheet, make sure the field labels do not have any punctuation and are no longer than 10 characters. (It is easiest to edit them so they match the Re:discovery field labels you will be importing the data into.)
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2. Select ‘Save As’ from the File menu.
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3. In the Save As dialog box, choose the location to put the file in “Save in”, name the file in “File name:”, and select “CSV (comma delimited)(*.csv)” from the pull down menu in “Save as type:”, then click Save.
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4. Next, you may get either both of the following messages or just the last one depending on your spreadsheet.
Answer ‘Yes’ to this message to save only the active worksheet.
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Answer ‘Yes’ to this message to save the file as a .csv file.
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(Note about version difference: in Excel 97, this message differed slightly and required that you select ‘No’ to save as a .csv file.)
Importing the Excel file into Re:discovery
5. Open Re:discovery and select the module and directory you want to import the data into. Then select “Catalog Records”.
6. From the Select menu, choose Tag. Then choose “Import/Export Selected Fields” from the Tag menu.
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7. From the Import/Export Formats box, click the “Create Import/Export Format” button. (Note: if you have already created one that matches your current data, you may skip to number 11 below. OR, you may modify an existing format by selecting “Modify Import/Export Format” and making the necessary adjustments to fields and delimiters as follows.)
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8. Name the format. You may fill in a description if you wish. Select ASCII Delimited. In the “Field Delimiter” box, the default entry is a comma - leave this as is. Also, leave the Text Indicator as a double quote (“).
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9. At this point, select the fields that you will be importing from the lower left box (one at a time in the same order as your Excel file), click the Add Item button to copy it to the righthand box. Another box will appear allowing you to change the Column Header (field label) so that it matches the field name from your Excel file (remember to delete any punctuation). These must be added in the same order as they appear in your Excel file. (Note: you may use the Remove Item and Update Item buttons as necessary to make the right column match your Excel labels and order.)
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10. Once you have added all the fields in the correct order, click OK to save the format.
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11. Click the “Import” button and select your format from the list that appears.
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12. An Open dialog box appears. In ‘Look in:’ select the directory where you saved the Excel *.txt file, highlight the file and click “OK”.
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13. A message box will appear indicating that the .csv file will be converted to a .txt file. Click OK to convert the file.
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14. If everything was set up correctly, a message box will appear indicating how many records were imported. Click OK.
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If an error occurred, you may get a message saying a certain field was expected but not found. Check the field labels in the Excel file and make sure they match exactly the order and spelling in your Import/Export format. Make any changes necessary to your Import/Export format and run it again.
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