Summary: This demonstrates a methodology and some of the associated technologies I’ve used to create complex and flexible contract generators, proposal generators, and other document assembly systems. Technologies: Microsoft Access (SQL Server*) Microsoft Word – Word Templates – Word Global Template w/AutoText Entries * SQL Server: For simplicity, this demonstration uses Microsoft Access as the […]
Summary: Some of the reasons why you should use SQL Server (or SQL Server Express) to store data for your Microsoft Access projects. Plus, code to simplify connecting to SQL Server and attaching tables without manual linking. The Access DB is miserable but awesome! Can we be honest. It’s slow, clumsy to move around, inherently […]
UPDATE 5/1/2019 I’ve updated this tool. To download the updated sheet visit this new blog entry. Or click the image below. … Recently, a client wanted a market analysis showing how far customers traveled to get to their location. They were having employees manually check addresses using Google maps to determine this information and entering […]
A project outline. Creating ACA form 1095 data using SQL Server, Excel, and VBA automation.
Technology SQL Server Microsoft Excel Time Plus Payroll Software The Challenge One of our clients needed a custom 401k report. They were manually creating the report using data in canned/available reports. We wrote a custom script to extract the data, pull it into Excel in the format required, and save the file with […]
No! Okay.. perhaps that is simplistic but I think we can make the case. Below I have a link to my CIO Magazine blog post on the subject. I’ll offer a little context and explanation first. Let’s start with a question… What is your goal with social media? For most people, the goal is to […]