Moving From Excel to MS Access & SQL Server for Cleaning Up, Extracting, & Reporting on Data

Summary In our own work with data analytics, in coaching financial & business analysts, and with data conversions, we often coach clients to learn and use Microsoft Access or SQL Server, rather than (or perhaps more accurately, in conjunction with) Microsoft Excel. In this article, we explore some of the reasons why. "I suppose it […]

Sharing Microsoft Excel Data Using SQL Server or Microsoft Access

Summary Demonstrate how data can be cleaned up and shared across multiple users while allowing reports and visualization in well-known and common tools. Technologies Microsoft SQL Server (Express) Microsoft Access & The Access Runtime Microsoft Excel Add-on: Microsoft Power BI The need Provide a data aggregation and cleanup tool with customized and shared Excel reports. […]

Listing Excel Workbooks and Sheets from Microsoft Access using VBA

SUMMARY: Tutorial to show how to use Microsoft Access VBA to retrieve and display open Workbooks and their Worksheets. I create a lot of dashboards, reporting systems, and document automation projects built extensively using Visual-Basic for Applications. Often, the infrastructure looks like: Microsoft Access as a front-end application. SQL Server as the back-end data repository. […]

New Prospecting and Sales Call Software – Hyper Call Q

Los Angeles, CA – Pulse Infomatics Streamlines the Sales Call and Prospecting Process Pulse Infomatics is preparing to release it’s flagship Sales Prospecting and Call Center software, Hyper Call Q, for limited custom release in January 2017. Hyper Call Q provides a simplified, single-screen and push-button actions, for almost all call resolutions. Additionally, sales reps […]

Excel Automation for Data Analysts

Should you learn VBA? Note: A very simple sample file and code can be downloaded just above the video. A lot of “real” programmers dismiss VBA and Visual-basic in general. This is short-sighted for a number of reasons. Building solutions should be about effective solutions, not a myopic focus on the “most powerful tool.” When […]

Project and Collaboration Tools rundown – G Suite, Asana, Glip, Slack, and more

A friend and business coach, Bill Hart, asked the following question on Facebook: “Q: how do you manage your calendar, tasks and projects?“ In the future I’ll write a bit more about how your responses to online questions or emails you send can be turned into content for your social media. This is one of […]

Moving From Excel to MS Access & SQL Server for Cleaning Up, Extracting, & Reporting on Data

Summary In our own work with data analytics, in coaching financial & business analysts, and with data conversions, we often coach clients to learn and use Microsoft Access or SQL Server, rather than (or perhaps more accurately, in conjunction with) Microsoft Excel. In this article, we explore some of the reasons why. "I suppose it […]

Sharing Microsoft Excel Data Using SQL Server or Microsoft Access

Summary Demonstrate how data can be cleaned up and shared across multiple users while allowing reports and visualization in well-known and common tools. Technologies Microsoft SQL Server (Express) Microsoft Access & The Access Runtime Microsoft Excel Add-on: Microsoft Power BI The need Provide a data aggregation and cleanup tool with customized and shared Excel reports. […]

Listing Excel Workbooks and Sheets from Microsoft Access using VBA

SUMMARY: Tutorial to show how to use Microsoft Access VBA to retrieve and display open Workbooks and their Worksheets. I create a lot of dashboards, reporting systems, and document automation projects built extensively using Visual-Basic for Applications. Often, the infrastructure looks like: Microsoft Access as a front-end application. SQL Server as the back-end data repository. […]

MS Access – Passing a Variable and Unknown Number of Parameters to SQL Server

Summary How to avoid VBA errors with single quotes in a string being passed to a SQL Insert or Update Error. Includes how to passing parameters for an unknown or variable number of variables. Technologies Microsoft Access, SQL Server, ADO Something funny I hadn’t used this in a few years. When I ran across the […]

New Prospecting and Sales Call Software – Hyper Call Q

Los Angeles, CA – Pulse Infomatics Streamlines the Sales Call and Prospecting Process Pulse Infomatics is preparing to release it’s flagship Sales Prospecting and Call Center software, Hyper Call Q, for limited custom release in January 2017. Hyper Call Q provides a simplified, single-screen and push-button actions, for almost all call resolutions. Additionally, sales reps […]

How to migrate SQL Server instances with permissions to a new server

We recently virtualized a client’s server environment. We’ll write more about virtualization, general concepts, at a later date. As part of that, we had to migrate 3 SQL Server instances to a new server. This was made significantly simpler with a Powershell Script. DBATools – Powershell Scripts to Migrate SQL Instances Download and install the […]

Parsing Quickbooks Customer (CustomerRet) Response using XML (DOMDocument)

As I indicated in my Quicbbooks Part 1 of never post, I would post some Microsoft Access and other Quickbooks source code and blog entries, rather than do a more detailed step by step explanation. I hope this is helpful. Quick Explanation You can parse Quickbooks response using a ICustomerRetList – and I may post that […]