Can excel be used as a database

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So, you’ve started using Microsoft Excel for a while and you’re now thinking if excel can be considered as a database. Not to worry, I’ve done my research on whether Excel is a database. Here’s the short answer:

Excel is not a database. Excel is only a spreadsheet software that cannot be considered as a database because it lacks data integrity, proper structure, table relationships, and database keys that exist in databases. However, Excel can be used as a temporary substitute for data storage in small amounts.

Excel is likely one of your most-used applications in your work or even school projects. If you’re like me, I use Excel to input and store data like a database. Do read on as I’ll be sharing more about why Excel is not a database and some related questions!

Excel VS Database: What Are Their Differences?

The difference between Excel and a database is that Excel is a spreadsheet data storage tool for small-scale data but databases are high-integrity storages that only show data when queried. Excel lacks the data integrity, proper indexing structure, database keys, table relationships found in all databases.

Now that you’re slightly clearer about how different Excel and databases are, you must be wondering what are the actual aspects that keep them apart. Let’s have a quick look at this summary table below!

Comparison Between Excel and a Database

Differences Excel Database
1 Storage Location Stored in flat files Stored in either database files or on cloud storage
2 Storage Size Small data Small and big data
3 Integrity of Data Low integrity, can be overwritten easily High integrity with reading and writing controls
4 How Data is Shown Shown as a whole Shows only data from specific queries
5 Flexibility Highly flexible formulas and functions Flexible only through complicated queries

These are the first 5 differences I could think of when doing the comparison between Excel and a database. Now let’s zoom in to each of these categories to pick out what sets them apart!

1. Storage Location

When we think of Excel, we almost always imagine a bunch of cells put together in a spreadsheet. This all comes in the form of a workbook flat file.

Data in Excel is typically stored in cells and stored in a workbook file. These files are called flat files.

If you’re curious to know what flat files are, check out this short video below that I found useful:

In contrast, actual databases are quite different in terms of storage location. In fact, databases offer much more options for storage than you think! Let’s have a quick look at some of the common examples of where databases store data:

  • Traditional databases
  • Data warehouses
  • Data lakes

Traditional databases are the most similar to Excel and their flat files. They are simple and can hold only a small amount of data.

Data warehouses are silos of data that have been taken from multiple sources, for the purpose of analytics. These can be stored either physically or in a cloud.

Data lakes are the most versatile of the three, being the ones that can store a variety of data types, such as images, audio recordings, and other unstructured data types! The data is almost always stored in the cloud because of how large the data is.

I’ve added a short but helpful video below from Datacamp, with a more comprehensive explanation of where data is stored in databases. Do check it out!

2. Storage Size

I’m pretty sure you might have come across some situations where Excel would hit its data storage limit due to its limitations in size. This is one common thing known to almost all Excel users.

Excel can only hold a low amount of storage, which may not be enough for large-scale storage.

For example, when working with Excel files, I’ve personally encountered scenarios where Excel would crash when opening up CSV or Excel files that are holding too much data.

Having a small storage size in Excel might be fine for personal use but will be a big problem for businesses.

According to Microsoft, Excel can only handle a maximum number of 1,048,576 rows. You’ll most likely not want to be storing any of your data in such an unstable state with data in such high volumes.

Databases are made purely for data storage and technologies in databases have enabled larger storage solutions.

For example, data can be stored in the cloud for MongoDB databases on the Mongo DB Cloud. With a much higher limit of storage, you can be sure that all data entered into a database can be sufficiently stored. A good example of such large storage capacities is the Azure SQL server, which can store up to 120GB of data through their Standard Series option.

3. Integrity of Data

If you’re keeping data in storage, you’d likely expect it to have high data integrity and not be modified easily. Excel handles this poorly, because of its lack of version control and its lack of strict user controls.

When storing data on Excel, you’re working with many different empty cells that can be filled independently of each other. In most cases, you’d like them to be linked to each other, to give some integrity to the data.

Moreover, Excel doesn’t have much version control over any modifications made to the tables.

In contrast to Excel, databases are very well-structured, with all modifications to data going through SQL queries or through programming. This makes databases a much more robust option to store data!

4. How Data is Shown

Format Text as Dates
Example of Excel data showing a range of data all at once

I’m sure you’re aware that Excel is great when visualizing data as you create calculations and use formulas. Excel gives us some kind of visual feedback as we work on our data, which can be quite awesome, but it comes with its drawbacks.

Excel visualizes all data in a spreadsheet at once and not only the data you need. This means that large amounts of data cannot be shown at once without slowing down the Excel program.

Databases, on the other hand, only present data that are needed according to the specific queries you write! This means that through the use of Structure Query Language (SQL) you can pick out and visualize only the data you need, and not cause long processing times when loading the visuals.

If you’re new to the idea of SQL, check out this quick summary video:

5. Flexibility

In terms of flexibility, Excel is perfect for small data quantities. Excel allows you to work on calculations using formulas within cells. This makes data manipulation very agile and flexible.

However, in databases, flexibility is only limited to how complicated the SQL queries are.

With SQL, you can also perform complex queries to transform the data, but in a more controlled and structured way. This is good for large quantities of data since queries are still very flexible even at such a large scale.

What is Considered as a Database?

The term database is commonly used loosely among many stakeholders in the workplace and this might have caused many of us to have confusion as to what a database is actually defined as.

Let’s have a short answer first below:

A database is commonly used interchangeably with database management systems (DBMS). Most databases store aggregations of data or files that contain information, stored on a computer electronically in a DBMS.

Here are some common examples of databases that most data analysts use:

  1. SQLite
  2. MongoDB
  3. MySQL
  4. Microsoft SQL Server
  5. Azure SQL Server
  6. Google BigQuery

In my career as a data analyst so far, I’ve come across most of the above but have seen MySQL as the most common out there. However, the closest database to Excel is SQLite, which is the most lightweight.

For those who are fresh to the whole concept of databases and want to know more, here’s a video I found giving a great overview of them:

And if you’re still curious to learn more about them, I’ve another video from CBT Nuggets, a YouTube channel that I trust, for you:

Why is Excel Not a Database?

You must be familiar by now that Excel shouldn’t be considered as a database. Let’s have a deeper look at some reasons why Excel is not a database:

5 Reasons Why Excel is Not a Database:

  1. Excel lacks data integrity
  2. Excel does not have proper indexing structure
  3. Excel does not use database keys
  4. Excel cannot use table relationships
  5. Excel does not use an RDBMS system
  6. Excel is limited in storage

Now let’s understand what each of these reasons mean:

1. Excel lacks data integrity

Excel handles data integrity very differently from databases. It does not have any version control over data and all data can be overwritten easily, which is not the case for databases.

2. Excel does not have proper indexing structure

Databases typically have a database index that allows data to be processed faster, making queries very efficient.

For example, when looking for a book in a library, you’d look at the proper codes and author names to find the book you want. This is very similar to the database index and is missing within Excel.

Here’s a fun video you must watch if you’re curious about database indexing. There’s so much Excel is missing out on!

3. Excel does not use database keys

Databases typically use a key system to create relationships between tables and the base Excel software doesn’t support that.

Database keys are the way to identify a record within a table in a database. Some common forms of keys include the primary key, the foreign key, and the composite key.

Here’s a quick explainer video to get you started on database keys:

And here’s another video on database keys with more details:

4. Excel cannot use table relationships

Excel doesn’t have any support for table relationships that databases do. Well, except for those of you who use add-ons in Excel or Power Query. Because of the lack of support of database keys, Excel cannot create table relationships like joins and unions among data tables.

5. Excel does not use an RDBMS system

Excel typically stores data in spreadsheets and they are found in workbooks. These workbooks are worked on using Excel, spreadsheet software, unlike an RDBMS system like in relational databases.

Here’s a short video introduction to RDBMS systems:

6. Excel is limited in storage

Excel is rather limited in its capabilities in data storage compared to databases out there. Excel doesn’t have much storage space because it’s limited to data found within spreadsheet workbooks.

Compared to databases, Excel does not have large data storage capabilities.

In this case, Excel data would only be put together in larger storage through the combination of workbooks and data into Microsoft Access databases.

Read more about Microsoft Access on their website over here!

Why is Excel Wrongly Used as a Database?

Excel is wrongly used as a database because of its similarities in data storage to databases. Excel stores data in tables similar to those in databases and is commonly incorrectly used as a database. However, Excel and databases are vastly different in terms of data integrity, storage location, and storage size.

What are Some Excel Alternatives that are Databases?

Not that we’ve confirmed that Excel should not be used as a database, you must be curious to know the alternatives. Here are some Excel alternatives that I can think of:

Common Excel Alternatives that Are Actual Databases

  1. Microsoft Access
  2. SQLite
  3. MySQL

Related Questions

Can Excel be Used as a Database?

Excel cannot be used as a database. Excel is a spreadsheet program that lacks data integrity, proper structure, table relationships, and database keys that exist in databases. However, Excel can be used as temporary data collection on a small scale.

What are the Disadvantages of Using Excel as a Database?

  1. Limited Data Types
  2. No Versioning System
  3. No Table Relationships
  4. Lack of Data Security
  5. Only Useful for Small Datasets

Is Excel a Spreadsheet or a Database?

Excel is a spreadsheet. Excel is a spreadsheet that allows data transformation, data analysis and stores data in Excel workbooks. However, Excel is not a database. Databases require data integrity, proper structure, table relationships, and database keys that Excel does not have.

Is Excel a Flat File Database?

Excel is a flat-file database. Excel stores data within Excel workbook flat files. Flat files are plain text files storing data with no indexing structure and relationships. However, Excel is not a database because it lacks data integrity, proper structure, table relationships, and database keys that are in databases.

Is Microsoft Access a Database?

Microsoft Access is a database. Microsoft Access uses a relational database management system for data storage. It has proper indexing structures, supports table relationships, has database keys, and has high data integrity compared to flat files in Excel. Access also supports database querying using SQL.

Final Thoughts

We all use Excel so often in our daily work that we tend to forget that Excel should never have been seen as a database. Hope this article helps to clear all the confusion! If you’re still confused, the answer is Excel is NOT a database. Thanks for reading!

Austin Chia

I’m a tech nerd, data analyst, and data scientist hungry to learn new skills, tools, and software. I love sharing content with my years of experience in data science, marketing, and tech startups.

Perhaps, the first question you might ask is ‘Can I use Excel as a database?’.

The answer would be yes… however, using Microsoft Excel as your main database can come with some disadvantages as well as its advantages.

Later in this chapter, these advantages and disadvantages are going to be detailed. But first, let’s take a look at the exact definition of the concepts of spreadsheets and databases.

Spreadsheets: Data Management

A spreadsheet is simply an electronic ledger. They have processed data entered in by a person. They are used to store data and this data can be managed by creating charts and graphs to accompany it.

A database is a collection of digitally stored data. They are far more complex in terms of data storage compared to spreadsheets. Also, the data they maintain is only raw, the information is completely unprocessed.

Microsoft Excel is first and foremost is a spreadsheet program included in the Microsoft Office collection. All of the other spreadsheet software is based (or sometimes copied or cloned) from Excel. However, it is possible to use a spreadsheet tool such as Excel as a database as well.

Simple Tables, Excel Tables and Pivot Tables

For this use, Microsoft has integrated three features into Excel for you to use it as a database: Simple Tables, Excel Tables and Pivot Tables.

The Simple Tables feature has been in Excel since its integration to Microsoft since 1987. It is as a simple spreadsheet database as it can be. It comes with the option for using it as a horizontal or a vertical database.

The Excel Tables has come with the 2007 update on Excel. This new feature allowed Excel to automatically create new columns and rows of data based on the information you put in.

It moved away from the manual approach Simple Tables carried out for more than three decades. This automated way of updating spreadsheets and using as a database paved the way for other spreadsheet software in order to follow in these steps.

And the third option is Pivot Tables. Pivot Tables and also Pivot Charts are powerful tools to sort, summarize and filter your data. After these processes, your complex and large amount of data is presented to you in spreadsheets as a summary.

With the update of 2010 in Excel, Pivot Tables feature was bolted as a crucial and notably useful tool for generating reports and getting analyses on your data in.

After explaining each of the ways for you to use Excel as a database, now, let’s look at the advantages and disadvantages of using it as such.

The Advantages of Databases Over Spreadsheets:

  • Excel is much easier to use than any other spreadsheet software. That is why it is much more practical compared to complicated and hard to learn database software and programs. Also, setting up the program takes so much less time than other spreadsheet applications and database programs as well.
  • Microsoft Excel comes across as the cheap option as well. Compared to its competitors in the spreadsheet program market and also, the database tools, it is one of the cheapest options out there.
  • It is faster and easier for basic data processing. With its wide range of automated functions, it is the best option for people that are not experts or do not have enough technical experience.
  • The data volume is a very important factor if you are working in accounting, finance or IT departments. Excel has limitations for the number of worksheets and spreadsheets you can add.

In addition to its limits on growing and updating new data, it also can create performance issues such as crashing, slowing down and unable to save.

  • If your workflow or the flow of your data is not linear, then Microsoft Excel might be not the best option for you to create your database in. Excel works much better with non-complicated and straightforward data processing with its step by step approach.
  • Perhaps the biggest disadvantage of Excel is the lack of collaboration with others. You would be having several copies, all with a different version of the same file and it can become a nightmare to track the files and the updates on them.

It lacks the collaboration tools as well as real time tracking the changes and the updates everyone does to the same spreadsheet.

In other online spreadsheet tools such as Google Sheets, more than one person can open and live edit the document in front of them. The best part about it is that everyone can see who is changing what in real time.

  • Even though you can put a password before opening an Excel file, it is certainly not the strongest and the safest choice. There are tools on the Internet that simply crack the password of the Excel file without even needing to know the password.
  • An Excel file exists in only one drive of one device. And its history and past versions of it can be tracked in that device or by checking the properties of that file. However, if you are entering in delicate and sensitive information, it is not the optimal option to store that data in an Excel file. Because project managers and supervisors cannot know or track the potential copies of those Excel files with sensitive and secret information.
For example, you are a project manager and you gave tasks to the accountants.

Even with non-disclosure agreements and documents signed to keep the data in those files secret, duplicates can be made and it would go unnoticed for the whole company.

These were the reasons why on some occasions and situations it is best to avoid using Microsoft Excel as your database.

Otherwise, your data can become corrupted; it can get stolen or it can be sent to those who you do not want their hands on the sensitive information; you can lose money and most importantly, it can hurt your company and your business significantly.

When You Should Replace Your Spreadsheet with an Online Database?

When You Deal with Large Amounts of Data

Microsoft Excel is not a powerful data storage application.

It is not practical to keep all the information and raw and processed data in regards to your business only on one Excel file. It is for the best interest of the accounting and finance departments in your company and for your business in general to use only one and the same file in order to process your data.

Because some companies, whether they are small or large, choose to add new sheets, rows and columns into the same Excel file for each new data they gather up. This huge Excel file becomes a slow and a heavy object. It takes a lot of time and processing to open and then also, slow to operate in as well. In addition to the speed of the file, think of making one mistake and entering a wrong variable into your database.

It can turn into a nightmare in a second.

Excel is good at processing and accessing small amounts of data. But if your business grows, it is illogical to depend on a single Excel file for all your accounting and finance information. Or you can say ‘I will separate every quarter’s numbers and data into different Excel files’.

That is completely acceptable; however, after some point in time, all of your data and the files you created can become a complicated mess. That is why it is best to continue with an online database if you are to store large amounts of data.

When You Want to Collaborate

As it is mentioned above in the previous chapter as one of the disadvantages of Microsoft Excel, it lacks the multi person editing and live tracking.

Excel is an offline tool. It is not built and designed to operate with a team environment.

It is a program to use individually and then, to show and share what you entered and created with others.

If you want to track what everyone is doing on a single spreadsheet or a database; if you want to look at the different and past versions of the information and to see the people editing the file, then you should replace your offline spreadsheet program with an online database.

When You Want Security

Large companies, huge brands and giant conglomerates have one obsession in common: Security.

They spent enormous amount of time and also money in order to protect their information and their customers’ information as well.

That is why Excel’s one step protection with an easily breakable password is not something these businesses are looking for and it is not a tool they are using for their databases.

Since the developments, information and data they have cannot be shared or sent to anyone, they choose to use more secure databases rather than using Microsoft Excel spreadsheets.

When You Want Detailed Customization

Of course, Excel has up to 400 functions in itself.

They can be used heavily and are being used for more than 30 years in the field of accounting and finance by experts, accountants and financial consultants.

However, it only accomplished what is meant to do from it: Basic data processing and creation of charts and graphs based on the processed data.

If your company requires specific and complicated tasks to go through with raw or processed data, then, instead of Microsoft Excel’s spreadsheets, use an online database.

When You Want to Confirm Your Data

As it is very easy to enter your data in Excel, it is much easier enter the wrong data in Excel as well.

Excel lacks what online database tools such as Google Sheets (and also Docs) is very proficient at: Quality control.

It is reported by Raymond R. Panko in his article titled “What We Know About Spreadsheet Errors” 94 percent of Excel spreadsheets contain errors in them.

This is the reason of the checking and controlling the data put in is lacking in Microsoft Excel.

You need to do a manual check one by one for every piece of information you entered. That is just impossible when you are working on a deadline.

That is why if you replace the spreadsheet program with an online database, you can easily access the quality checking tools and let the program do what it does best.

Using Microsoft Access or SQL to Manage Your Data

Microsoft Access is a database management system developed by Microsoft and included in the Microsoft 365 package.

With it you can store your data with its own format and extensions or if you choose, you can import or link other data collections in and to other database systems.

SQL is a programming language used by experts or professionals of the field. It is in the Microsoft database management system or simply known as DBMS.

It has an interface similar to Microsoft Excel; however, it is a powerful database engine storing small and large amounts of raw data.

Microsoft Excel, Microsoft Access and SQL:

Although they seem similar and have some functions that they all share, Excel and Access and SQL operate on different levels. Also, their focus on what they want to accomplish differs as well. So, let’s look at their pros and cons:

Microsoft Excel

+ Excel has been the most used spreadsheet program among businesses since its creation in 1985 for Macintosh and its integration into Windows in 1987. And today, in the digital age, every business uses Excel in their accounting or finance department.

+ Nobody does basic data processing better than Microsoft Excel. It can organize, format and calculate data easily and quickly.

+ With the advantage of Visual Basic for Applications (VBA), the formula function works very well. Also, the ‘macros’ it uses gives users an easier and a faster process in order to enter and operate on their date.

+ It has an enormous collection of charts, graphs, tables and spreadsheets. In addition to the collection, the customization for these charts and graphs are very detailed as well. From colors to font types to different shapes and sizes.

– Excel operates on one worksheet. That means that other and perhaps similar worksheets would not be in relation to that one worksheet. The connectivity between its files and spreadsheets is lacking. This is called the Flat File Database.

– Excel can flex its limitations to a point. Large amounts of data entered and processed in a file and one spreadsheet can cause problems. These problems can range between slowing the whole process down to crashing and losing important information with it.

– This means it works smoothly only with small data sets. If the number of rows and cells goes through 100,000, the program will slow down.

– Even if it is a smaller data collection, you still have to enter all of the data yourself. One by one entered data is also processed by you manually.

Microsoft Access

+ As it is mentioned as a disadvantage of Microsoft Excel, Microsoft Access focuses on the connectivity of different sets of information and data. It is easy to store the data in one database and then, whenever you want in the future, you can relate and link that data on that database on a different set of data. Referring and importing data and tables is very practical.

This is called the Relational Database.

+ When you reference a data or an information from a different database in your document, that data is simultaneously updated without you even doing anything. The automatic update function of Access passes Excel when working with a database.

+ Large amounts of data are what Microsoft Access was designed to handle. It does not slow down or crash if larger amounts are added to the database. In addition to that, it offers a limitless scalability factor due to the fact that adding any amount of data into the system is free.

+ Because it is a Microsoft software, it also supports VBA and the macros which can be used in Excel as well. It furthers and improves its other automation functions.

+ When you put in new information to be processed, testing and then retesting the macros and formulas you already put into the system is not needed. Even though with the new information, the system will adjust itself and provide new and correct results.

+ These accurate numbers and outcomes that come with processed data also provides generated reports. These reports can be monthly, annually or even daily. While also showing again Access’ heavy focus on automation, these reports are automatically generated based on the results of your database.

Access takes place in the package Microsoft has called Suite. And it is safe to say that it is the most complicated one there. Unlike Excel, the learning curve is there and that curve is very steep. Without any knowledge of any of the programming tools or skills, learning and getting the hang of Access can be quite tough.

– It is hard to create a database without having already created one. You need to first learn and then practice on creating databases, testing queries and adjust planned reports. This database platform is very different on how to operate and work on from Microsoft’s other programs such as Word or Excel.

– Perhaps the biggest difference between Excel and Access is the ability to visualize your data. Excel provides hundreds of colorful and interesting options in order to present plain numerical data in an engaging way; Access lacks this. And by ‘lacking’, any visualization of any data in Microsoft Access is absent.

SQL

+ Similar to Microsoft Access, SQL can also take on large amounts of data. The SQL programming language is designed (depending on the software and program used) to function with more than one million rows of data. Also, it does not slow down or crash due to the heavy size of the data, it continues to function effortlessly.

+ SQL has a consistent structure. Its organization functions successfully because its tables are strict on having the accurate data with the accurate results.

+ Unlike Excel, it pays attention to team environments and focuses on the collaborative functions of the software.

+ It separates the analysis reports and the data itself. That way they both function separately and distinctively from each other; at the same time, they can connect and function together if you want.

If every person on your team has the same data set, you can just send a .txt file with the instructions. So that they can all get the same results. By doing that, you eliminate the risk of corrupt files hurting the only data file you have. And also, the size of the data file remains small.

+ SQL allows you to save queries, so that, when new information has entered the system, you can easily engage the same query you have with the new data.

+ Reports, reports, reports. Same with Microsoft Access’ intricate report generating function, SQL also provides stable reports and offers consistent and accurate calculations with it.

– SQL is not for the average user… at all. In fact, it is a language, you have to learn this language before you operate on it. And also, it is a unique one and not similar to any other programming languages.

– As it is mentioned, it is for the use of programmers and experts on handling data. Similar to every database platform (such as Microsoft Access), it needs training and practice to learn.

– Because it deals with large amounts of data, it takes a lot of space. You might need extra space and memory for your different data sets.

Someka Templates with Database Options

Purchase Order Generator and Tracker

This professional and well-structured Excel template provides three main sections in itself. With the Purchase Order Generator, you can create your purchase orders easily and also export it as a PDF in order to send your buyers or sellers.

It also has a Product Database as well as a Service Database. In this section, every little detail about the products such as description, general information, item number, unit volume and price is noted.

And the other section is Order Tracking. In it, you can track your current orders and also, past orders as well.

The template is specifically designed for you to save time and continue your purchase orders without worrying about saving or tracking them.

Small Business ERP Template

Enterprise resource planning (ERP) is one of the must-have systems for every business to manage and track their account and financial reports.

This Small ERP Excel template offers sales targets for the future of your company, product costs and sale prices, invoice, purchase and stock records and pretty much everything related to your financial accounts of your business.

With its innovative ERP system integrated into Excel and the unique, professional design which can be used in presentations, makes this template the best Excel ERP template you can find online.

Proforma Invoice Template

The other Excel template with a database is the Proforma Invoice. This free template offers two detailed databases with a customer and a product database. It will be the only tool you need when you want to send your proforma invoice to your customers. It is designed for you to quickly operate, create an invoice with all the details you want and send it to your buyers.

If you would like to learn what is proforma invoice, common mistakes that companies make, how to create an easy one in Excel check this practical guide out.

Product Database Templates

In order to save all your product or/and service data in one place, a customizable Product Database template can save you huge amount of effort. With dynamic list, product form and dashboard options, you may also analyse your portfolio with real metrics.

Product-Database-Template-Excel-Someka-S07u

If you want to keep your product info in an online tool, then product database google sheets template may be suitable for you.

Customer Database Templates

Keeping track of all your customers in a well-organized tool may save you huge amount of time. With our Excel Customer Database and Google Sheets Customer Database templates, you can both save your client info in one place and also analyze them according to demographics.  

using excel as a database

Creating a database in Excel for your invoices, to-do’s, project timesheets, and more is an excellent way to cut down on data entry time and gain new business insights. Data, particularly numerical data, can be used for everything from reviewing past sales to predicting future costs in your business.

Businesses from every sector use data in their day-to-day activities, and while data is an integral part of any organisation, it’s no use on its own. Without proper data management, your information will be pretty much useless. 

Using Excel as a database or a similar data management tool will help categorise and segment your data, so it’s accessible and usable.

If you’re interested in learning more about using Excel in business as a database and how it compares to other Microsoft solutions like Access, this post is for you!

what is a database

What Is A Database?

Before we dive into using Excel as a database, let’s define what a database is for those who haven’t created or used a database before.

A database is a broad term for a system that stores multiple records of data. Databases come in many different forms and allow users to store, search, filter data and review numerical information.

Databases can have a one-to-one relationship, one-to-many relationship or many-to-many relationship meaning that one record can have multiple other records or that other records can exist without a primary record.

what is a database

These solutions can be offline or stored online using the Cloud. Databases come in a variety of styles and can be customised to suit your organisation’s unique requirements. 

Relational databases, for example, allow data to be shared between several different computer systems, which gives users the ability to store, update and share data.

Databases can store a wide variety of information and can be split up into sections making searching for data and identifying patterns easier and less time-consuming. A database might also include user permissions, a drop-down menu, complex calculations and advanced filtering options.

database software programmes

What Programmes Can You Use To Create A Database?

Databases can be made using a wide range of offline and online programmes. As well as creating a database in Excel, you can also use a selection of other solutions to create a database for your organisation. 

Many of these tools are specialist database solutions, such as Knack and IBM Informix, which you can get subscriptions to and use to build databases. 

how to create a database 1

Another Microsoft tool that can be used to create databases is Access. Both Access and Excel are part of the Microsoft Office 365 suite of products, meaning that they’re easily accessible to many business users. 

Access is part of the Professional suite of tools, so users do need to pay extra to upgrade their licence to use it. However, it is a valuable tool similar to other Microsoft programs, making it user-friendly and useful for small-mid size businesses. 

excel-database-vs-acccess

Creating a Database in Excel Vs Access

While Excel is a helpful tool for storing and managing your data there are many spreadsheet and database programmes to explore.

For example, Microsoft Access is specifically designed for creating and managing databases and storing data. Many businesses use it as their single database, so they have a master copy of their data set.

Some of the differences between Microsoft Excel and Access when it comes to data management include:

  • Access is designed to manage databases and can act as your master database 
  • Excel is specifically created to allow data management and visual representation of information
  • Excel is easier to use than Access for Microsoft novices
  • Excel is non-relational as opposed to Access, which allows relational data
  • Access has a greater capacity for data storage than Excel

Benefits-of-using-excel-as-a-database

Do you need Excel database help?

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What Are The Benefits Of Using Excel?

Excel and Access are two unique tools, and each has its own benefits. While Access was designed to manage databases, Excel has many handy features to let you make calculations, automate data functions, generate reports, build a searchable database and more.

Some of the many benefits of using Excel to manage your data and create small databases are:

  • Excel is already tabular, and it’s easy to view an Excel worksheet and access data
  • Most business leaders have access to and know the basics of Excel
  • Excel is perfect for numerical data, and making calculations, and it’s easy to enter data 
  • The rows and columns are easier to understand than some more complex database layouts
  • VBA allows users to automate tasks and link Excel to other software programs

can excel be used as a database

When To Use Excel As A Database

Excel can be used as a database when you’re only dealing with a small amount of information, or it’s not particularly business-critical. 

An Excel database might also be used as a starter database for small business leaders who want to experiment or learn more about managing their data. For example, by creating a customer database or a database that only requires a simple database record. 

When To Use Excel As A Database

As your business grows, you might want to explore more specific database software specifically designed to act as a database and deal with all the data your company collects. 

Such a database will often have better security and can manage and store larger amounts of data.

Excel can handle just over a million records, but if you have more data records or regularly add new records to your data, it might struggle to deal with these volumes. In this case, you should consider using a specially-designed database program.

using-excel-and-other-databases

How Excel & Other Databases Can Work Together

While Excel might not be an ideal database if you’re dealing with over a million records, using a database in Excel is a useful tool for managing data. As such, you can still use Excel to manage your data and use the formulas to create unique predictions and insights. 

You can then sync your Excel sheet with a larger database on a SQL server to transfer the data into a larger collection of information without entering the data again.

This approach will reduce your chances of corrupting your Excel files and spreadsheets, which aren’t designed to hold extremely large amounts of data. 

Using SQL to sync databases

It’ll also mean that you can still use Excel for small sections of your data and easily transfer it to a larger and more secure database tool. 

Excel can be used in conjunction with most tools, both Microsoft’s own suite of products and third-party solutions. It has many functions and capabilities, including the ability to calculate averages and insert complex formulas easily. 

So, if you’re struggling to perform these functions in another database program, you can combine its superior storage and security functions with Excel’s innovative capabilities. 

how to use excel as a database

How To Create A Database in Excel

Creating a database in Excel is surprisingly straightforward and can be done by almost anyone. The tool is intuitive and easy to use, so making a simple database is quick and easy. 

Excel is a tabular tool, so the best layout is a database table. All you need to do is create the columns and rows, which will act as the database field and then enter data. 

Once your data is in, you can search the database, review your information and even summarise data. You can also add formulas and use VBA, the programming language for Excel, to create instructions and automate the management of your database. 

With Excel, you can also create multiple tabs and link them to input data to spread the content around and ensure that everything is clearly labelled.

However, Excel doesn’t allow the creation of a relational database, but you can still cross-reference and cross-link different tables and pull the data into a master table.


Excel Database Book

Learn how to create, analyse, import and export large amounts of data with the Excel 365 Bible.


Choose the Type of Database

The first step in creating a database is to decide which type of database you need. There are four basic types of databases:

1. Relational databases

A relational database is a type of database that stores and retrieves data by using tables. Tables are a collection of related data, and each table has a unique name. Tables are similar to folders in a file system, where each folder contains a collection of related files

2. Object-oriented databases

An object-oriented database is a type of database that stores and retrieves data by using objects. Objects are a collection of related data, and each object has a unique name. Objects are similar to files in a file system, where each file contains a collection of related data

3. Hierarchical databases

A hierarchical database is a type of database that stores and retrieves data by using a hierarchy. A hierarchy is a structure of connected nodes, where each node has a unique name. Nodes are similar to folders in a file system, where each folder represents a node in the hierarchy

4. Network databases

A network database is a type of database that stores and retrieves data by using a network. A network is a collection of connected nodes, where each node has a unique name. Nodes are similar to files in a file system, where each file represents a node in the network.

how to use excel as a database

What Can You Use a Database For?

As Excel databases are easy to use and completely customisable, they can be made to suit the needs of a variety of organisations. There are many ways you can use them to save your company time and effort.

Some examples of what to use a database for in your business include:

  1. Listing customer or student data related to times/ appointments 
  2. Calculating total sales figures over a set timeframe
  3. Tracking the productivity of team members
  4. Reviewing work orders 
  5. Storing and managing data on stock 
  6. Storing digital assets and marketing material
  7. Keeping supply chain management records and processes
  8. Storing customer details and order information
  9. Managing product information
  10. Automating data entry using Excel automation

Using databases for your business, and even for personal use, can bring a wealth of benefits. You can free up your time, increase your productivity and slice through information quickly.

It’s much easier to understand data when it’s organised in an Excel database compared with an unstructured list or via another type of cloud-based program.

using excel as a database

Summary: Creating A Database In Excel

Ultimately, Excel is not technically a database but a spreadsheet and data management tool. That being said, Excel is a useful tool for business leaders who want to use it to create their first initial database and learn how to manage their information. 

Whether you’re a small business or an organisation that wants to manage a small amount of data, Excel can be the perfect tool. The best thing about using Excel as a database is that it’s an easily accessible tool that can be used by almost everyone on your team.

For larger businesses, Microsoft Access could be a useful solution to help you to expand your database and manage more information. Excel can be used in conjunction with Access and other database solutions, even for larger organisations, as it has many innovative capabilities and data management functions. 

If you’re planning on using Excel as a database, you need to understand the basics of using Excel and how it can interact with other Microsoft solutions, including Access. 

about-the-excel-experts

About The Excel Experts

At The Excel Experts, we pride ourselves on helping businesses to learn more about the Microsoft suite of software solutions. 

Check out our MS Office training and Excel training courses to find a solution that works for your business. Our team can create a custom training solution for your organisation and help you and your team make the most of Excel. 

We also offer a range of Excel consultancy services, including creating custom Excel workbooks that can be used as databases for reporting data and much more. 

If you’d like to learn more about our services and how we can help you use Excel to its full potential, then contact us today. 


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Содержание

  1. Can Excel use itself as a Database?
  2. 3 Answers 3
  3. Using Excel Sheets as a Database Backend
  4. Why use Excel as a Database?
  5. Using MS Excel with ADO.NET
  6. Different SQL Query with MS Excel
  7. Manipulate Excel Workbook With .NET Application
  8. Limitations of Using Excel as a Database System
  9. Using Excel as an ODBC database
  10. 3 Answers 3
  11. How to Use Excel As a Database
  12. Populate your Database
  13. Step 1
  14. Step 2
  15. Step 3
  16. Add New Records Using the Form Tool
  17. Step 1
  18. Step 2
  19. Step 3
  20. Step 4
  21. Step 5
  22. Scroll Through your Database
  23. Step 1
  24. Step 2
  25. Step 3

Can Excel use itself as a Database?

I found an interesting article at MSDN, which says:

ADO makes it possible to treat an Excel workbook as if it were a database.

So is it possible for an Excel workbook to connect to itself, and treat one of its worksheets as a database table and execute queries on it? — and is this possible via VBA programming?

3 Answers 3

It’s possible but it would be a really really bad idea! You should use a real database if you need a database. You want things like datatypes and indexes and PK/FK constraints and the ability to easily query and limit the kind of information placed in the datbase. I have never yet seen an Excel spreadsheet that had the kinds of restrictions on data you need for real database information to have data integrity.

Can Excel use itself as an RDBMS?

No, but you could use it as a «DBMS» with no relational features.

So is it possible for an Excel workbook to use itself as a database?

Without going into design, DRI, BCP, HA etc. 2 major blocks:

  • Row limits
  • File is exclusively locked, no sharing so single user

Whether it supports the relational model is irrelevant, it does not have features one would expect in an RDBMS: PKs, FKs, triggers, contraints, defaults, etc

On that basis, how would I uniquely indentify a row?

The row number does not: surrogate keys still need a unique constraint (not supported in Excel) to ensure the natural key is unique.

Источник

Using Excel Sheets as a Database Backend

Why use Excel as a Database?

Most developers know how to use back ends like Microsoft SQL server, Oracle, Microsoft Access or IBM DB2 as database back ends for their applications. Microsoft Excel in the other hand is able to perform many of the services these back ends provide.

The unique things about Microsoft Excel if contrasted with these back ends is it’s simplicity which directly results in zero DDL effort along with many other advantages. Microsoft Excel is increasingly used as a database replacement as you can have your tables designed and created in zero time and you can start immediately enter data into them, a feature that is hard to obtain in all of the back ends mentioned above. We observe an increasing demand from several application producers (specially small and medium applications) to have Microsoft Excel as their database back end. This way they will have all the analysis / data storage / calculations / formatting free from excel and in the same time they can access every thing in a form of a database table from the applications they build so that they have everything with an affordable cost. This is all not to mention that the availability of Microsoft Excel is much higher if compared to any other database back end. This tutorial will teach you how to use Microsoft Excel table sheets from .NET applications as if they are database tables residing on a database server for example.

Using MS Excel with ADO.NET

.NET Framework supports using Excel as a backend database for .Net applications. You can accomplish this task by using ADO.NET the same way you use it when you need to manipulate other types of backend databases. With ADO.Net you can retrieve data from a Microsoft Excel workbook, modify or add data in an existing workbook, or create a new workbook and work sheets.

In the following sections of our tutorial we will explain — step by step — how to manipulate Excel sheets by giving a real working example.

Different SQL Query with MS Excel

Using ADO.NET with Excel sheets is somehow differing from using it with the other database types in the following issues:

Automatic Code Generation: You have to do the entire job yourself, no automatic data adapters, commands, and datasets generation. You will write all the code yourself.

Connection String: The connection string will have the following syntax:

The «HDR» parameter tells if columns in the accessed worksheet have headers or not. Yes for have, No for have not.

Data Types: There is no direct way to specify the data types for columns in Excel tables. The OLE DB scans a number of columns (you can set it ) to guess the data type for the field.

Table Names: To reference a table in an Excel workbook you have to use one of the following syntaxes:

Note that the dollar sign is an indication that the sheet exists. If you are creating a new sheet or table, do not use it.

Manipulate Excel Workbook With .NET Application

Create new Excel Workbook and Datasheet

To create a new Excel datasheet use the «Create Table» SQL command. If the workbook specified in the connection string dose not exists, it will be created too. If it exists then the command will create a datasheet with the specified name.

Open up your MS Visual Studio 2005 and create a new VB.NET application. Add some button controls to «Form1» design surface as shown in the following figure.


Figure 1 — GUI of the sample application

In the most beginning of «Form1.vb» code file import the following namespace.

In this example we will create a separate function to build the required connection string as follows:

This function takes a string represents an Excel workbook file path name like » d:yBook1.xls » as the data source and returns the connection string that represents that data source.

Now double click the «Create New Datasheet» button to activate its click event handler. Write the following lines of code.

As you see in the above code, to create a new workbook or datasheet we have to define an OleDB connection object and an OleDB command object. Then we set the connection string by using the «CreateConnString» described in the previous section. Set the command connection property to the used connection object. Set the command text property to the SQL create table command as shown in the above code. This command will create a new workbook named «Book1.xls» and a new worksheet named «MySheet» that have two columns «F1» and «F2» both of the same data type which is «Char(255)».

Press F5 to run the application, and click the «Create New Data Sheet» button. Now browse to the «D:K» folder and find the new created «Book1.xls».


Figure 1 — Book1.xls is created

Insert New Records

To insert new records into an existing data sheet use the «INSERT INTO» SQL command. In our application double click the «Insert New Record» button to activate its click event handler. Write the following lines of code:

Run the application and click the «Insert New Record» button. Browse to the «D:kBook1.xls» and open it. You will find the following:


Figure 3 — New Record is inserted into the MySheet

The record is added to «MySheet».

Retrieve Existing Records

To retrieve existing records in an existing excel workbook use one of the two famous ADO.NET techniques. OleDB Data Reader, or OleDB Data Adapters and Data Sets. We will use the first technique in our program sample with a pre created Excel workbook named «MyBook.xls» as shown in the following figure.


Figure 4 — MyBook.xls

Double click the «Retrieve Records» button to activate its click event handler. Type the following lines of code:

In the above code we retrieve all the records in the «Products» datasheet located in the «MyBook.xls» workbook. Run the application, click the «Retrieve Record» button, and note the result.


Figure 5 — The retrieved Records

You can use Data Adapter and Data set objects to accomplish the same task, but you need to build all the commands needed in the Data Adapter Fill and Update operations yourself.

Update Existing Record

To update an existing record we will make use of the «Update » SQL command. Double click the «Update Existing Record» button to activate its event handler and type the following lines of code:

In the above code we locate the record where «Prod = ‘Prod1′» and change its name to ‘ABC’ in the «Products» worksheet of the «MyBooks.xls» workbook. Run the application and click the «Update Existing Record» button. Browse to «MyBook.xls» and open it. You will find the following:


Figure 6 — The » Products» sheet is updated

The First record was updated.

Limitations of Using Excel as a Database System

The following is some limitations when using ADO.NET with Excel:

— You can not delete a record or an entire datasheet using ADO.NET.

— You can not insert formulas in cells using ADO.NET.

To download the complete working example, just click here.

Источник

Using Excel as an ODBC database

I’d like to know, how to create a database table in Excel, so that it may be used with ODBC

I want to use ODBC, and I have two options, either MS Access or Excel,

As you probably know, in order to indicate some MS Access file or Excel file as an ODBC source, you need to follow:

Administrative Tools -> Data Sources (ODBC) -> Choose User DSN -> Choose either ‘Excel Files’ or ‘MS Access Database’ from the list -> Press ‘Configure’ -> finally choose the file (MS Access or Excel) as ODBC source

Well, it works fine with MS Access, I can connect to the file and see all tables that I’ve created inside

But when it comes to Excel, although I can connect to the file, I can’t see the table that I’ve created inside

I just used ‘Table’ in ‘Insert’ tab, added some headers as column names, and gave the table a meaningful name. Is that the way to do it?

3 Answers 3

There are several ways you can reference «table» data in an Excel workbook:

  • An entire worksheet.
  • A named range of cells on a worksheet.
  • An unnamed range of cells on a worksheet.

They are explained in detail in the «Select Excel Data with Code» section of the Microsoft Knowledge Base article 257819.

The most straightforward way is to keep the data on a separate sheet, put column names in the first row (starting in cell A1), and then have the actual data start in row 2, like this

To test, I created a User DSN named «odbcFromExcel» that pointed to that workbook.

. and then ran the following VBScript to test the connection:

The results were

I hope that helps your Excel connection issue.

As a final comment I have to say that if you are doing something that takes «several seconds» to do in Excel but «takes around 20-25 min» to do in Access then I strongly suspect that you are using Access in a very inefficient way, but that’s a topic for another question (if you care to pursue it).

If you want to INSERT data into an Excel workbook then that is possible, but be aware that the default setting for an Excel ODBC connection is «Read Only» so you have to click the «Options>>» button and clear that checkbox:

Once that’s done, the following code.

. will indeed append a new row in the Excel sheet with the data provided.

However, that still doesn’t address the problem of no «Tables» being available for selection when you point your «sniffer» app at an Excel ODBC DSN.

One thing you could try would be to create an Excel sheet with column headings in row 1, then select those entire columns and create an Excel «Defined Name». Then, see if your «sniffer» app recognizes that as a «table» name that you can select.

FWIW, I defined the name myTable as =Sheet1!$A:$C in my Excel workbook, and then my original code sort of worked when I used SELECT * FROM [myTable] :

As you can see, it retrieved the first «record» correctly, but then it didn’t recognize the end of the valid data and continued to read the

1 million rows in the sheet.

I doubt very much that I will be putting any more effort into this because I agree with the other comments that using Excel as an «ODBC database» is really not a very good idea.

I strongly suggest that you try to find out why your earlier attempts to use Access were so unsatisfactory. As I said before, it sounds to me like something was doing a really bad job at interacting with Access.

Источник

How to Use Excel As a Database

By Allen Bethea

The same tabular format that Excel uses to store numbers and formulas may also be used to build a searchable database holding information for your business or personal use. Excel worksheet columns can function like the fields in a database which describe the properties or attributes of the information you want to store. Each worksheet row represents a record or complete description of an item in the database. Once you create your database, you can add additional items or scroll through your entries using Excel’s Form tool.

Populate your Database

Step 1

Open a new, blank worksheet to use as your database.

Step 2

Type a unique name for each field in your database in separate columns. Each worksheet column will contain a bit of information about each item you will store. For example, if you want to create a database of your music with the title, artist name, genre and release year of each CD you own, type «Title» in cell A1, «Artist» in B1, «Genre» in C1 and «Year» in D1. Collectively, the fields represent a database table.

Step 3

Type the data for each item in your database. For example, if you have a 2001 Boston Pops CD called «Best of Broadway,» type «Best of Broadway» in a row within the «Titles» column, «Boston Pops» in the same row under «Artist,» «Broadway» under «Genre» and then «2001» in the «Year» column. Each row you add to your spreadsheet represents a new database record.

Step 1

Click the «Home» button, «Options» and then «Quick Access Toolbar.»

Step 2

Select «All Commands» from the «Choose commands from» drop-down list.

Step 3

Click «Form,» «Add» and then «OK» to add the Form button to the Quick Access toolbar.

Step 4

Click any occupied cell within your database and then the «Form» button. Excel automatically generates a form containing your database fields and its first record.

Step 5

Add a new item to your database with the form. Click «New,» type the data for each field of the new record and then click «Close.»

Step 1

Click any cell within your database and then the «Form» button.

Step 2

Click the «Find Next» buttons to view the next item in your database.

Step 3

Click the «Find Prev» buttons to view previous records.

Источник

This is a guest post by Vijay, our in-house VBA Expert.

Often I have thought, if I could have write “Select EmployeeName From Sheet Where EmployeeID=123” and use this on my excel sheet, my life would be simpler. So today we will learn how to do this.

People spend a lot of time thinking whether to use Excel as their database or not. Eventually they start using Access or SQL Server etc.

Today we will learn how to use Excel as a Database and how to use SQL statements to get what we want.

Excel as a Database – Demo

We will learn how to build this:

Using Excel as your Database - demo

Before we begin:

  1. The entire sheet (where the raw data has been stored) will be referred as one single database table by Excel. This is very important to understand.
  2. This has nothing related with the in-built Table (2007 and greater) / List (2003 and previous) feature of Excel.
  3. If you know SQL (Structured Query Language) your task becomes much easier.

Setting up Excel as Database

We need some raw data and we will utilize Customer Service Dashboard sample database here.

Let’s get started.

First we will design the structure of what all option we want to present for filtering the data, which you can see in the interface below.

Once the user clicks on Show Data we will use a SQL statement to filter-out the data as per the drop down options selected by the user and the put them in the table below.

We will also use another SQL statement to populate the top right hand side table for calls data when all the 3 drop downs have some options selected.

Screen Design

Adding Active-x data objects reference

We need to add a reference to the Microsoft ActiveX Data Objects Library to be able to use the worksheet as a database table. You can do this from Visual Basic Editor > Tools.

VBA References

I usually select the most recent version, however if you are developing a product it will be best suited if you are familiar with the operating system and office version used by the end-user’s system and accordingly select the best version available.

Opening Excel as a Database

Once this is done we need to hit the road with some VBA code.


Public Sub OpenDB()
If cnn.State = adStateOpen Then cnn.Close
cnn.ConnectionString = "Driver={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)};DBQ=" & _
ActiveWorkbook.Path & Application.PathSeparator & ActiveWorkbook.Name
cnn.Open
End Sub

The above procedure is the heart of this post, this is where we define how to use the current Excel workbook as our database.

cnn.ConnectionString = "Driver={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)};DBQ=" & _
ActiveWorkbook.Path & Application.PathSeparator & ActiveWorkbook.Name

On this line, we define all the possible file extensions that we are allowed to create an Excel Workbook and then use as our database.

Let’s understand the code module

When you click on the Update Drop Downs button, the VBA code uses the “Data” worksheet as a table and then finds unique values for Products, Region and Customer Types and then populates them as ListItems for the ComboBox controls.

Example for Products drop down


strSQL = "Select Distinct [Product] From [data$] Order by [Product]"
closeRS
OpenDB
cmbProducts.Clear
rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
If rs.RecordCount > 0 Then
Do While Not rs.EOF
cmbProducts.AddItem rs.Fields(0)
rs.MoveNext
Loop
Else
MsgBox "I was not able to find any unique Products.", vbCritical + vbOKOnly
Exit Sub
End If

What is important to notice here is how the Table and Fields have been identified using square brackets unlike traditional SQL where we just provide the name, also the table name has to be suffixed with a $ symbol at the end.

As I have suggested earlier, one entire sheet will be treated as one single table, so if you have multiple datasets that were currently organized within one sheet you may have to create multiple sheets to store that data to be able to use them as tables. This would also make maintenance of data easier.

Using Excel SQL to consolidate two sheets in to one

Many people ask, how to consolidate 2 or more sheets which have the similar data. Well I would have adopted this method and wrote a simple query as below.


SELECT ID, FirstName, MiddleName, LastName, Age, DOB From [Table1$]
UNION ALL
SELECT ID, FirstName, MiddleName, LastName, Age, DOB From [Table2$]

This would allow me to use both the sheets as one table and fetch all of my data into a new sheet.

Download Excel As Database Demo File

Click here to download the demo file & use it to understand this technique.

Do you use Excel as a database?

Do you also user Excel as your database? If yes please put in the comment below how do you use the same and what has been your experience. Leave a comment.

More on VBA & Macros

If you are new to VBA, Excel macros, go thru these links to learn more.

  • What is VBA & Macros? Introduction
  • Excel VBA Example Macros
  • VBA tutorial videos

Join our VBA Classes

If you want to learn how to develop applications like these and more, please consider joining our VBA Classes. It is a step-by-step program designed to teach you all concepts of VBA so that you can automate & simplify your work.

Click here to learn more about VBA Classes & join us.

About Vijay

Vijay (many of you know him from VBA Classes), joined chandoo.org full-time this February. He will be writing more often on using VBA, data analysis on our blog. Also, Vijay will be helping us with consulting & training programs. You can email Vijay at sharma.vijay1 @ gmail.com. If you like this post, say thanks to Vijay.


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218 Responses to “Using Excel As Your Database”

  1. Graham says:

    Worst thing ever to do. Excel is as much a db as is Access.

    Use excel as a spreadsheet and leave databases work to databases.

    It’s bad enough seeing spreadsheets with multiple worksheets being used and screwed up by people without letting them think it’s a database.

    Excel has a place in business just not as a db.

    • Ivo says:

      In many companies DB people are usually overworked and everyone else is just stuck with large Excel data files that need to be manipulated. In such cases it’s unreasonable to expect people to wait until the DB person gets to their issue so managing the data in Excel is a good option.

    • Jeff «DrSynthetic» Wilson says:

      Worst thing ever to do. Excel is as much a db as is Access.
      Use excel as a spreadsheet and leave databases work to databases.
      It’s bad enough seeing spreadsheets with multiple worksheets being used and screwed up by people without letting them think it’s a database.
      Excel has a place in business just not as a db.>>>

       
      I might have agreed with you thru Excel 2007 but since the advent of PowerPivot, Excel is as much a database as any other relational database. I suggest you read either Rob Collie’s book «DAX Formulas for PowerPivot or Bill Jelen’s  Power Pivot for the DATA Analyst» (emphasis mine)   This is a gamechanger

      • arun says:

        Hi.. i need to do a small project with two text boxes here i need to retrive and insert the data in database. here the database i need to use is Microsoft excel 2007…… can u explain me it by step by step procedure

    • Garouda Hanouman says:

      I don’t like negative comments like that one, I must say!
      If you like argue about the sex of angels, I would say that Access is not a bullet proof database either…
      This is a great tutorial and it helps me a lot. I have two tables in Access, one with the provinces, districts and postal codes in Thailand. I added the second one with the tambon (subdistricts). The first has got 928 records, the second 7373 records. I want to keep only one table by writing the postal codes in the second table. This is a one shot action, so why should I modify my VB6/ADODB/SQL/MsJet programme for that purpose??? I am glad to use SQL instead of a ‘Find’ in VBA.
      Thanks a lot Chandoo

    • wXronXg says:

      I totally disagree with you because I’ve been using Excel as a database for several years already. Access might be superior in handling and storing data, but, as in my case where my data are updated almost daily, and I need instant analyses (which are complex I should say) to monitor progress, Excel is the best way to go. Charts are also easier to create and update in Excel (my Access can’t even create a chart unless you copy paste it as an image!). I think it depends on the need or circumstances and nobody could conclude that a certain program should not be used for a certain task even if it has the capability. Also, this is an Excel and not an Access site…

      Anyways, it is good to know that SQL could be used in Excel. I should really learn how to do it ASAP! As of now, I’m using the For… Next loop to search for a particular data in my macros which seem «UNawesome»! 🙂

    • Ben says:

      I love that this is the first comment

      No anyone reading this NEVER EVER EVER(!!!) USE EXCEL AS A ‘DATABASE’… EVER

    • Sam says:

      Yea, tell that to my terrible IT dept, Graham.

      I’m stuck using MS products. The company firewall uber restrictive and every request I’ve made for db server or server app has been denied.

      I’m an engineer at a global company…my salary is in the low six figures. There is no way I’m gonna quit.

      So…guess I’ll be making a ‘database’ with Excel while getting wildly overpaid for it.

  2. Hey Chandoo is this taught at Excel School? Man, this is the awesomeness thing I had ever seen!

  3. Excellent and thanks Vijay for providing such as an easy way to create DB using EXcel.

    Ashwin

    • To save someone time, neither of these links work.

  4. DaveG says:

    Fantastic.
    I use Excel as a ‘database’ but using more conventional (non-vba) methods so this is great.

    I agree with Graham, in so far as Excel is not designed to be a database and therefore you should keep its use to a minimum and make excel do what its best at, number and data manipulation, not data relationship management. However, on occasion it is very handy to use it in a minor way as a database instead of having to link different applications (which sometimes is not possible due to IT security policies) to achieve a result.

    More articles like this are a must.
    Thanks
    Dave

  5. Great! What a coincidence? Only yesterday, I was searching for «database» in this site & did not get much information.

    While I agree that Access is better used as a database, there are situations where we are forced to use Excel. Please write some more articles on databases. Thanks Vijay!

  6. Thank you very much Vijay this is really creative work. I hope it will continue.

    I have liked your teaching on vba class too. thanks again.

  7. Gerard says:

    I agree about the fact that Excel isn’t a database but I think it’s great. See practical use in a select numbers of situations. Use it wise I would like to say. Thanks for the information and I looking forward on more topics.

    Regards
    Gerard

    • KHADIMHUSEN says:

      I have seen excel file.

      It seem it in nothing other than filter.

  8. Jeff Weir says:

    Good little demo. Note that the square brackets are only needed if your table or column name has a space in it. But I think its good practice to use them whether or not your table or column name has a space in it.

    You can also use this character to do the same: `

    For instance, you could remove the brackets from [data$] with and the query still works fine. But you could not remove the brackets from [Customer Type] because of the space, although you could use `Customer Type` in place of [Customer Type].

    In regards of whether you should use Excel as a database, I don’t see why not. What’s worth pointing out is that you can also modify this approach to take data from just about any database and present it in Excel.

    I’d be inclined to not hardcode the sheetname into this code. Instead i’d add this to both modules:

    Dim sSheetName As String
    sSheetName = «[» & Sheet2.Name & «$]»

    …and then replace all 11 instances of this:
    [Data$]
    …with this:
    » & sSheetName & «
    (including the quote marks)

  9. Uday says:

    I have been using EXCEL as a front-end for managing data in Access DB. But could not find any easy way to manage the movement-between-records and other features that were available with VB6 «Data Control».

    Is there anything equivalent available in EXCEL 2010?

    Regards,

    • Vijay Sharma says:

      @Uday,

      The VB6 Data Control was built for such tasks and functionality. However there is nothing native within Excel to support this.

      Could you specifiy what exactly you are after and maybe we can create something that would benefit everyone.

      • Uday says:

        Thanks for the response Vijay. I have built a utility in EXCEL/Access for maintaining my Expense/Income as well as Investments in a consolidated form that always gives me up-to-date reports.

        The data is obviously in Access and so is the «Master/Transaction Maintenance». What I have done is built the maintenance function using EXCEL VBA/Forms but you end up writing a huge code for all functions explicitly (add/modify/delete/view).
        Wanted to know if there is anything available that can reduce this development time?

        Cheers,

        • Jeff Weir says:

          Hi Uday. A very clever guy i’ve got to know called Craig Hatmaker has written a great Excel App to update an external database. It’s still a work in progress, but it’s very very clever, and there are some very good functions to allow you to modify the database that you could probably amend.

          To quote from Craig’s own documentation:
          There are times when Excel is perfect for manipulating data in databases. Examples include tariff/rate tables, journal entries, and employee time sheets. Excel also works well for maintaining simple lists like code files.

          Traditional approaches to leveraging Excel in data entry have end users key data into a formatted spreadsheet, save it to a shared directory, then run a server side program to check data, and if everything is okay, update the database. This approach has multiple objects on different platforms involved in a single task complicating development and maintenance. In addition, validation results are delivered well after entries have been made frustrating end users.

          A better approach, in my opinion, is to put that same validation and update logic from the server program into the Excel entry sheet so there’s just one object to maintain. This has the additional benefit of providing end users with immediate feedback as to the validity of entries.

          Though this App specifically updates the Employee 2003 table in Microsoft Access’ demo database, Northwind 2003.accdb, the template can be easily modified for use with any database.

          Craig tells me he’s happy for me to share the file with you. Flick me a line at weir.jeff@gmail.com and I’ll send you a link to the documentation as well as the access table and excel app he uses.

          Also, check out Craig’s blog at

          http://itknowledgeexchange.techtarget.com/beyond-excel/forward/

  10. NARAYAN says:

    Hi Vijay ,

    Thanks.

    Narayan

  11. AnalysisParalysis says:

    I agree with most of the comments. Never use Excel as a DB.

    Use Access or another DB to handle all your data then just set up an odbc and use Excel to make pretty the data.

  12. ADITYA says:

    hi,
    i hace ado 2.6 . i use windows xp and office 2007.
    how can i find version 6.0.
    regards
    Aditya

      • Fahmi says:

        hi vijay, why when i change the combobox to call the data by date, it’s always say «data type mismatch in criteria expression». can you help me to solve this problem?
        i think its because the date format, maybe 

  13. Susan says:

    Vijay —
    Thank you for giving those of us without a copy of Access the opportunity to keep progressing with Excel. Very good information!
    Best-
    Susan

  14. Devnath says:

    Thanks, Vijay for posting on the topic use excel as database. I hope this has helped many of excel users.

  15. Dave Thornton says:

    Hi Chandoo,

    I understand describing this technique as «using Excel as your database», for a lack of a better term. But it could be misleading. Excel makes for a poor database, but your article is not really bastardising Excel in lieu of a proper database as some may interpret. The main concepts in your article are about using ADO and the Excel ODBC driver. This technique applies whether you’re using a text file, SQL Server tables, or spreadsheets. Therefore, I look at it more like using Excel as your «data source». I think it would be valuable if you could explain that a little more so that people understand the context. This is a powerful and time saving technique, great for anyone’s arsenal, so it’s sad to see people make blanket statements against it. Although I do agree in principle that databases make better sources the majority of the time, there are valid reasons for using ADO and Excel in this fashion.

    In addition, I hope people understand that you can also use query tables and list objects to accomplish the same. The added benefit is that you can record macros to get generic VBA code, don’t have to worry about references, and can also use MS Query to fine-tune your SQL if you’re not fluent.

    Lastly, people should understand that there are significant caveats like how data types are determined or issues with complex SQL statements. I can get into my experiences with this if anyone wants more details.

  16. Palek says:

    This is great. When I download the Excel database demo I keep getting error. Is the demo not working for others too?

    Thanks

  17. Dave says:

    It worked for me. I first downloaded it using «open» instead of «save» and I got errors. I looked at the code and the ado connection was referencing the spreadsheet from http://img.chandoo.org/vba… rather than my computer. I then saved the file to my desktop and ran it from there with no problems.

    • deb says:

      can you explain how to change the code….i’m getting the same errors

  18. José Lôbo says:

    Hi, I just want to add those lines for use in the case your database has one or more field’s date (column), and you need to select data from a interval.
    I think this is useful because SQL has many sintaxe’s variation and this works with VBA:

    dvenc1 = Format(Sheets(«View»).Range(«G6»).Value, «dd/mm/yyyy»)
    dvenc2 = Format(Sheets(«View»).Range(«H6»).Value, «dd/mm/yyyy»)
    dpago1 = Format(Sheets(«View»).Range(«G7»).Value, «dd/mm/yyyy»)
    dpago2 = Format(Sheets(«View»).Range(«H7»).Value, «dd/mm/yyyy»)

    strSQL = «SELECT * FROM [data$] WHERE ([vencimento]» & _
    » between #» & dvenc1 & «# And #» & dvenc2 & «#)»

    strSQL = «SELECT * FROM [data$] WHERE ([pagamento]» & _
    » between #» & dpago1 & «# And #» & dpago2 & «#)»

    • Mohammad hassani says:

      dear José Lôbo

      very thanks for your operational cods 🙂

  19. Jay says:

    Hey, I like this. This also has a practical side where the data will «eventually» end up in a true DB.

    However, I have a question: I downloaded the sample file, and was unable to run it because the ado library wasn’t activated.

    If this file was shared with others, would they also have to enable the component in excel? Is there a way to make this happen automagically(tm)?

    Thanks

  20. José Lôbo says:

    Jay, I found the code below, that can automatic load/unload the library, if it has been installed in your machine:

    ‘Put in the module «This workbook»

    Private Sub Workbook_Open()
    MsgBox «Oi, obrigado por carregar a Biblioteca», vbInformation, «JFLôbo»
    ‘Include Reference Library
    ‘Microsoft ActiveX Data Objects 2.8 Library
    On Error Resume Next
    ThisWorkbook.VBProject.References.AddFromFile «C:Program FilesCommon FilesSystemADOmsado15.dll»
    End Sub

    Private Sub Workbook_BeforeClose(Cancel As Boolean)

    ‘remove ADO reference
    Dim x As Object
    n = Application.VBE.ActiveVBProject.References.Count

    Do While Application.VBE.ActiveVBProject.References.Count > 0 And n > 0
    On Error Resume Next
    Set x = Application.VBE.ActiveVBProject.References.Item(n)
    y = x.Name
    If y = «ADODB» Then
    Application.VBE.ActiveVBProject.References.Remove x
    End If
    n = n — 1
    Loop

    End Sub

  21. Jay says:

    awesome, thanks.

    I also found that I can enable all the «ADO» libraries back to some point, say 2.6, and order their «priority» and save the document. They will show as «missing» if you look in your references, however the code will still run. Seems the original attempted to load 6.0, which I didn’t have. Now, with the others specified, it eventually found one that worked. in other words, the reference was actually saved with the file and automatically loaded, I just didn’t have it.

  22. Mick C says:

    I’ve never seen a better way to use Excel as a database than via Laurent Longre’s Indirect.ext function. Set up multiple Excel spreadsheets, populate the data, then consolidate them without opening them — I’ve used it many times and it’s fool-proof…no need for VBA, just using your brain for the data analysis piece afterwards.

  23. Daniel says:

    I tried to modify the query to Select based on [Date Time] and encountered the following error when click on Show Data
    [Microsoft][ODBC Excel Driver] Data type mismatch in criteria expression.

    This could be due to restriction where the value has to be a text value instead of Date Value.

    Any suggestion how to overcome this?

    Many thanks to Vijay for this fantastic post

  24. José Lôbo says:

    On a post above, dated (04/09), I gave an example of selecting dates into an interval. Dates are on their right format on the cell.

  25. Ankita says:

    HI Vijay ,

    Thank for posting this thread. I used the excel sheet and ammended it according to my data. Now the problem I am facing is that when I run the Update drop down button I am getting error [MICROSOFT][ODBC Excel driver] Too few parameters. Expected 1 in the line rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic. can u please help me out on this .

    • Vijay Sharma says:

      Hello Ankita,

      Your SQL statement needs to be looked at. You may send me the file at sharma.vijay1@gmail.com to look at.

      ~VijaySharma

      • Ankita says:

        I have mailed you the file. Please take a look. Thanks 🙂

      • Jim says:

        I really am intrigued by this article, however I keep crashing the program when I save it. I tried the solution from Jose and am still getting the same errors. The errors are below:

        Your changes could not be saved to ‘Excel_As Database-demo-v1.xlsm» because of a sharing violation. Try saving to a different file.

        When I try to save it to another file, I get the message: «The file you are trying to open, ‘791CF000’,is in a different format than specified by the file extension. Verify that the file is not corrupted and is from a trusted source before opening the file. Do you want to open the file now?»

        I saved it as a new workbook and the same errors appear.

        Any thoughts would be greatly appreciated.

        Thanks in advance for your help

        • Jurgen says:

          Hello Jim and Vijay,

          I have the same problem. I have downloaded the demo file. When i change something in the data sheet and just click on the update dropdown button. It’s not possible to save the file any more.

          Its give me the same error Your changes could not be saved to ‘Excel_As Database-demo-v1.xlsm” because of a sharing violation. Try saving to a different file.     

          Is there already a sollution for this problem.    

          • M Yudha Tristianto says:

            try this
            cnn.ConnectionString = «Driver={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)};DBQ=» & _
            ActiveWorkbook.Path & Application.PathSeparator & ActiveWorkbook.Name & «;ReadOnly=false;»

      • Conrado Natac says:

        Hi Vijay,

        I was wondering if you can help me. I tried to use a variable on my sql statement and it keeps getting an error.

        Can you help figure out the problem.

        Dim xtype As String

        ‘this is the invoice type
        xtype = «I»

        closeRS
        OpenDB

        strSQL = «SELECT * FROM [data$] WHERE [data$].[Type] = » & xtype _
        & » and [data$].[Cust #]='» & cmbcustno.Text & «‘»

        closeRS

        ‘this is the connrection
        OpenDB

        ‘this is the error

        rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic

        Thanks a lot.

        Conrad

        • Martin says:

          strSQL = «SELECT * FROM [data$] WHERE [data$].[Type] = » & xtype _
          & » and [data$].[Cust #]='» & cmbcustno.Text & «‘»

          you probably need to encase the xtype variable in single quotes

          try….
          WHERE [data$].[Type] = ‘» & xtype _
          & «‘ and

  26. Chris says:

    Technically this provides database like query facilities. It’s not providing database capability in excel, as a spreadsheet is incapable of being a database. A spreadsheet has no concept (or ability to represent) tuples and relationships between data with primary indexes. But then most people at work don’t see any difference at all, and call a spreadsheet a database and vice-versa…happily introducing data anomalies along the way. It has been estimated that 95% of spreadsheets in workplaces contain errors…so treating a spreadsheet as a database is just one more problem of technology in hands of the litte trained.
    I must say i’ve seen some doozy formulas and spreadsheets, both the WTF kind and the kind where an inordinate amount of time and money was spent to create a spreadsheet, where something else would be much better and way more efficient. spreadsheets are not scripting languages and herendous formulas get created when scripting language should be used instead. but never mind.
    keep up the good work people, teaching the good stuff.

    • Jay says:

      Agreed, 

      However, you are assuming that, when a DB is needed, one is actually available to the user.  Many times this is not the case, and the data for the spreadsheet is actually required to be contained in the spreadsheet itself.  I happen to be in this boat. I would much rather use proper tools for the job, they just aren’t available.  This is much better than just «well, can’t be done.»  Even more so, this is more like using a Ball Peen hammer when what you really need is a framing hammer.  Rather than say, using a pipe wrench.  At least is’t in the same family.  It won’t be as effective, but it’s not a complete hack (like many of the examples you cite)

  27. Jeff Weir says:

    People…check out Microsoft’s addin for Excel called «PowerPivot».

     
    PowerPivot for Excel is an add-in to Excel 2010 that provides the foundation to import and combine source data from any location for massive data analysis on the desktop, including relational databases, multidimensional sources, cloud services, data feeds, Excel files, text files, and data from the Web.

     
    The data that you add to the workbook is stored internally, as an embedded PowerPivot database inside the .xlsx file.

     
     
     
    From a user perspective, key points are:

    It allows data people to quickly create mashups of disparate data source on the fly – including web data, text files, datawarehouse files, and excel tables – and serve it up as a pivottable.  
    It extends the capability of Excel 2010 so that users can crunch, filter, sort millions of records with very low overhead, as well as incorporate both relational and non-relational data sources easily into analysis, using an interface they are already familiar with.

     

     
     
    It can be programmed with SQL or DAX, but users don’t need to write SQL or DAX queries in order to use it (although they can if they want). Behind the scenes, Powerpivot creates OLAP cubes, and draws heavily on components of SQL Server to do this, but no istall of SQL Server is required.

     
     
     
    This addin extends the capability of Excel so much that it might well remove the organisational need for some of the other apps in some cases (such as SAS) and make their licencing costs disappear.

     
     
     
    Given Excel would be most organisation’s most widely used/deployed tool, and that  this free add-in is the most significant advancement in Excel in the last decade, I think this would raise the bar on what your average analyst could do, and lower the total cost of doing it.
    Further benefits of the add-in listed at http://msdn.microsoft.com/en-us/library/ee210644.aspx 

    • Jay says:

      Yes, I’ve been eyeing the PP plugin for some time now.  Our corp won’t be migrating users to 2010 for some time though….sigh.  At least it gets us time to req an sql server though.  basically this technique will allow me to get much of the dev work framed before the sql server goes up, then eventually replace it with the pp plugin.

  28. umesh says:

    My computer doesn’t have Microsoft Activex Data ovjects 6.0 Library so how to get this 

    • Vijay Sharma says:

      Hello Umesh,

      What is the operating system installed on your system. This version is available from Windows Vista onwards.

      Vijay Sharma

  29. Jay says:

    Now, if I could just get an example of «filtering» data, without using a pivot table, that supports multi-select filters.  Vijay?  got a slick solution?  right now I am copying filter settings via vba to multiple pivot table, and it’s crap, slow, and more crap.  I did something with some named ranges and checked boxes…it was okish

  30. Jeff Weir says:

    Jay — can you elaborate a bit more about what you are trying to do? I’m developing an add-in so that users can very easily filter any existing pivottable QUICKLY based on a named range i.e. «Filter pivottable A based on all the entries in range B». I’m doing this because i’ve noticed that users spend significant amounts of time manualy filtering pivottables so that they match items in another data set.

    One problem with filtering pivottables is there might be tens of thousands of pivotitems in any one field, so iterating through them can take significant time. That said, I’ve found a very smart way to iterate through them, plus am developing another approach where I don’t have to iterate through the collection at all.

    However, for pivotfields with tens of thousands of items, filtering them with SQL will always be quicker.

    • @Jay

      In addition to Jeff’s comments I often will do a pre-filter first using an Advanced Filter to get rid of the bulk of non-important data

      Then run the Pivot table on the filtered data

  31. Jay says:

    yes, the problem is:  I have a large set data sets (say that fast five times!)  with about 8 common fields.  The powers that be want to be able to filter on about 6 of those at any given time.  MOST of the filters are restricted to about a dozen or so, however there are a few that number closer to 100.  and of course, they want:Ability to multi-select, all pivot filters linked to a master filter.  I’ve used a variety of vb and other techniques to link the filters, but of course copying those 100ish items to 6-10 other pivot tables ultimately is time consuming.  I’d much rather use this sql technique, but I don’t know how to support the multi-select.  I have done it in the past by using the pivot_change event, duping all the filter settings to a table, then using a formula in the data for each table to set «in scope».  that filter setting is pre-set to «true» for all pivots, and hidden.  its better, but not good.  The most efficient i have done is to put the data for each of the «100ish» into separate tabs, use sum-ifs on the main page, and move «out of scope» tabs outside the sum-if tab range, again a kludge (but surprisingly the fastest method)  I think I could apply this method using a tree-view control as the input(s) rather than a select box…  In reality, we shouldn’t be using excel as our presentation layer, but alas, we are!

  32. Jeff Weir says:

    @Jay they want [the] ability to multi-select, all pivot filters linked to a master filter. If they have Excel 2010, then slicers are a damn easy way to do this — assuming all pivots run off the same cache. (That said, there’s a way around that that I want to try out). Otherwise, Debra has some code at http://blog.contextures.com/archives/2012/01/03/change-all-pivot-tables-with-one-selection/ that may help (although it might take significant time to iterate through each pivottable and each pivot field, and each pivotitem)

     
    I don’t know how to support the multi-select Sound’s like a simple WHERE IN clause would do the trick.
    Can you post a sample spreadsheet somewhere for me to have a look at?

    • Jay says:

      Yes, I’d love for them to move to 2010, then I’d go with the Power Pivot plugin and move the data to an sql server that we should be getting soonish.  I have used the code you linked, or a variant.  It’s slow, but works.  I actually use a different «hack» I have found a little faster for large filter sets, but it’s not pretty.  I have been looking at this method.  I like it, since 2 of the large filters are interdependant (depending on what is set on 1, I can reduce the second filter choices significantly)  I just need to figure out an elegant way to do multi-select.  I think I have.  I can, in theory use a TreeView control. The ListBox control with mulit-select also might work well, particularly for the «non-interdependent» filters.  Then build up the SQL, probably with an «Apply» button.  I’ll let you know if I get it to work well.

  33. HI,
    I am a novice on excel vba, i used to complete the task whatever assigned to me by searching google, on searching i found this link and it is very very useful.  The query which i got was in the attachment attached in this post the product field got some product related information but if i put Date in its place it didn’t filtered out!!.  can you please advice how can it be achieved?? and also advice us how can we proceed the above function with only one key say date field alone(in this tutorial u used 3 keys).

  34. Bee_Boo says:

    Hi, 
    i am completely untouched by programming (if you dont count in some classes many years ago), and my goal is to create  stock database. For filtering of what i have in stock (and movements) i can use yours tutorial to filter out data i need to see, but what about adding new rows to data sheet? It is possible to do it in some kind of dialogue box?
    Thanks for help. 

  35. Vrunda says:

    Vijay Sir

    Like jim said on 24-04-2012 I am also getting same errors repeatedly with some Alphanumeric Name generated excel file… Is this due to using excel as database?? 
    2) Will the data be lost if we use this code & will there be any problem to our computer for same….
    Why this type of errors are coming ?? Please Clarify

    • Vijay Sharma says:

      Hello Vrunda,

      Kindly share your workbook with me at sharma.vijay1@gmail.com to look at and figure out what is going wrong.

      ~VijaySharma   

      • Jurgen says:

        I have the same problem. I have downloaded the demo file. When i change something in the data sheet and just click on the update dropdown button. It’s not possible to save the file any more.
        Its give me the same error Your changes could not be saved to ‘Excel_As Database-demo-v1.xlsm” because of a sharing violation. Try saving to a different file.  

        Also the problem when you change something in the data sheet. click reset and click update dropdown button. than choose products and show data. Its giving me the old data. The database is not been reset or reloaded.

        I found a workaround: Update the data sheet with your query than save close the file open the file and than update drop down.

        Now you have the full functionality       

  36. Binu says:

    Hi Vijay,

    Can you provide me the VBA code to read from multilpe excel files to a single excel sheet

     
    Thanks,
    Binu

  37. Luis says:

    Hi Vijay,

    Thanks for sharing this work with us novices.
    I have modifed the combo box names to suit my data table but get run-time error, type mismatch when update dropdowns button is pressed.

    Private Sub cmdUpdateDropDowns_Click()
        strSQL = «Select Distinct [Card] From [data$] Order by [Card]»
        closeRS
        OpenDB
        cmbCard.Clear

       
        rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
        If rs.RecordCount > 0 Then
            Do While Not rs.EOF
                cmbCard.AddItem rs.Fields(0) 

               
                rs.MoveNext
            Loop
        Else
            MsgBox «I was not able to find any unique Card.», vbCritical + vbOKOnly
            Exit Sub
        End If

  38. bong25 says:

    Dear Vijay,

    Really helps me a lot with this.

    Could you help me how to add code for Manipulating Headings of Data.

    What I was trying to achieve is aside from the sample data$ (say sheet1), I need to display datas from sheet2. The content and headings are not exactly the same.

    In shot I need code to manipulate Headings from data that I was trying to view. 

  39. Sebghatulbary says:

    Thank You very very very very very very very very very very very very very Muchhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhh
    its really excellent

  40. Abdalla says:

    You are the best. I get so much out of your examples and explanations. I plan on signing up for your training in the next few months. But first I need some help for I project I a m working on. I have data tables in different tabs within the same workbook. How do I use VBA or other tools to get them to export the tabs as Access tables without leaving Excel? Assume no Access tables exist and that I have two scenarios for storing the Access tables:
    1) I do this every month and want to keep the monthly access tables seperate.
    2) I do this every month and want to update the same table.

    Thanks.

  41. Hi Jijay,

    I have learn so much from your demo file- Excel as Datase.  I have motified the vba code to fit my dataset for my work.  However, I run to the problem when I try to save the file after clicking the «Show Data» button.    Its give me the same error  «Your changes could not be saved to ‘Excel_As Database-demo-v1.xlsm” because of a sharing violation. Try saving to a different file. »   I have seen other viewers post the same issue but have not found a solution be posted yet.  Please advise how I can fix the problem?  Thank you.

  42. Cho7tom says:

    Hello everyone,

    Thank you for this method!

    Any answer regarding Louis’s issue (posted on Sept 9th 2012).

    I encounter the same pb (run time error 13 — type mismatch).

    Best regards 

    • Vijay Sharma says:

      @Cho07tom and Louis, Please look for blank records in the column that you are getting as a result of the SQL query, this is causing the issue. Please try the below code


          strSQL = "Select Distinct [Product] From [data$] Order by [Product]"
          closeRS
          OpenDB
          cmbProducts.Clear


         
          rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
          If rs.RecordCount > 0 Then
              Do While Not rs.EOF
                  If Not IsNull(rs.Fields(0)) Then cmbProducts.AddItem rs.Fields(0)
                  rs.MoveNext
              Loop
          Else
              MsgBox "I was not able to find any unique Products.", vbCritical + vbOKOnly
              Exit Sub
          End If

      Let me know if you need any further assistance.

      ~VijaySharma      

      • Cho7tom says:

        Hello  Vijay,

        It perfectly works!

        Many thanks for your help.

        Regards,

        cho7tom

      • kshitiz says:

        I keep getting the error ODBC does not support the requested parametes error -2147217887 at the line
        rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic

  43. Old Fogey says:

    Am trying to use this method in my workbook.

    The example book works fine.

    When I change to my own book, however, I get a 446 when it is executing the cnn.ConnectionString line in the OPENDB sub.

    I have selected the activeX library in the references.

    Any ideas ?  

    • Old Fogey says:

      Please ignore the post I made — it is resolved now.

  44. Old Fogey says:

    Using SQL in Excel — how do I address the columns in a sheet without giving each column a name ?

    For example, I need to select the 3rd and 4th columns of a sheet and do not want to give them a name ( as the sheets are from read-only work books which do not have named columns )  

    I have tried «Select c,d…» which does not work.

    • Vijay Sharma says:

      @Old Fogey,

      In that case the first row is treated as column headings.

      ~VijaySharma     

  45. I see a lot of people saying Excel shouldn’t be used as a DB yet they never say why.  To me, it seems they just want to keep DB administration so complex that it becomes necessary to keep a DB admin on staff.  Excel, is understood by a larger group of people and is more approachable.
    Access sometimes creates unnecessary duplication with multiple references spread out on multiple tables whereas with Excel, a simple common reference allows for a leaner DB.
    So, good on you Vijay to put forward that Excel can be used as a DB.  As long as you can archive rarely used data and then have ability to retreive it, there shouldn’t be a problem.

  46. HEerten says:

    Well, one reason to use Excel as a database is when your “user” bought a Home and Student version of Office. They don’t have Access to use as a database because it’s not included. I can’t tell someone to buy Access because they may not have the financial means to do so. So for a very, very simple and small database system (about 1500 records) Excel will do. It’s not as convenient as Access, but nevertheless useful….

  47. gowrishankar says:

    I am a non-computer background, am doing a research in medical(microbiology), i need a simple database with excel back end, can u send the details… my requirement is receiving sample and entering to the database with id number & date, oftenly i have to check with id number whether the id number received or not.

    • Jay says:

      Sounds like you meant to say a simple database with excel Front End.
      that said, if you have a small data set,  you could just use an excel table (let’s call it TableMyMicrobeData to hold the data, and your charts or whatever (pivot tables?) would use as the source.

      Otherwise, since it sounds like you have office, you could use an access database and a data connection via MSQuery in excel.  both have enough «visual» tools, you could complete your database-excel report without writing any code at all.

  48. Sumit says:

    Please Vijay,
    can u be a little more step by step, as like in other tutorials on this site.
    i am totally new to this SQL thing and whenever u try to make new database, as u did, or modify ur database, i am getting errors.

    jst need steps as how to modify basic names and if some1 want to add 1 more filter/search box

    thank you. 

  49. Hi,
    just to let you know Excel-to-database has become ‘Excel Database Task’s (EDT) and allows very easy Data Edit of a database Table from Excel.
    Please see blog for new features:
    http://leansoftware.net/forum/en-us/blog.aspx
    Shortly to include drop down lists for relational data.
    Thank you for the interest

  50. Bramley says:

    Hi Chandoo,
    I am new to totally new to VBA or any programming for that matter,
    I am using Excel to do my Quotes and Invoices. In the same workbook, I want to start a database to show a history of quotes for the month/year, without losing any data. I would also like to possibly add a macro for when I print my quote, to only save the Quotation worksheet and not the whole file, but also update the database automatically.
    The Database could also be used to pull information for invoicing purposes.
    Would you require me to send through my workbook so you can get a better understanding of what I am talking about.
    How would I go about doing this?
    Your help will really be appreciated, Thanks.

  51. LAURA says:

    Can i buy a template for this ss?
    I have tried to create it, starting on the VBA and Macros stuff but couldnt even make a cell go red for some reason.
    Thanks

  52. Zuber says:

    Awesome Job. I have question. 
    in View sheet.

     
    When it putts data on sheet starting from row 12.
    What is the easiest way to Sort by column I then G.

     
     
    Thanks a lot for sharing.

  53. afshin says:

    Hi
    My English is not my database. And therefore all its characters? Appear. What can I do?

  54. plz
    help me….
    My English is not my database. And therefore all its characters? Appear. What can I do?

  55. Bob Holmes says:

    Is there any way to handle nulls within a SQL statement in Excel VBA ? It does not recognize the nz() function

  56. Love this! In many of our systems and reports, we work with an OLAP database called Cognos TM1. Excel and TM1 Excel formulas are really the most common interface to that database.
    Because of that and the fact that most of our work ends up being in Excel pages itself anyway, I can really see using this Excel as a Database functionality becoming really useful for so many posibilities. This also will finally allow us not to bring in yet a third application platform like Access or Oracle in our Excel Datamarts.

  57. kumar says:

    I undersood the logic of connecting the sheets but i didnt understand how to build the second sheet i.e. view sheet…….

     
    Please help me in building the second sheet…….. i have written the code as you said in this post but unable to get the file as u r showing in thi spost…
    how to get the view part…….

  58. Garouda Hanouman says:

    Thanks for this nice tutorial.
    Hope you don’t mind if I make some remarks.

    I would highly recommend:
    1. NO need of a module and above all NO PUBLIC variables, if there is another workbook with the same variables you’ll get an error!
    Move your code from ‘module1’ to the sheet ‘View’ and declare the variable like this:
    Option Explicit
    Dim cnn As ADODB.Connection’ or Private…
    Dim rs As ADODB.Recordset
    Dim strSQL As String ‘ could be repeated at Procedure level…
    2.Other changes:
    Private Sub OpenDB()
    Set cnn = New ADODB.Connection

    Private Sub cmdShowData_Click()
    Set rs = New ADODB.Recordset

    Each time you open a recordset, disconnect it. How many instances of the connection do you create???
    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    Set cnn = Nothing ‘ disconnect the recordset and dispose the connection

    At each place where you exit a sub, dispose the recordset!
    Set rs = Nothing ‘dispose the recordset
    Exit Sub

    Start using a discipline in programming that follows the OOP rules…
    Hope it helps,

    Best Wishes,

    Bernard

  59. Garouda Hanouman says:

    Another point:
    You will see that the format is not the same, no $ sign after a few rows, different alignment…
    This will help:
    ‘Now putting the data on the sheet
    ActiveCell.CopyFromRecordset rs
    ‘Add this to have the same format
    With Range(«dataSet»)
    .Select
    .Copy
    End With
    Range(Selection, Selection.End(xlDown)).PasteSpecial (xlPasteFormats)
    Application.CutCopyMode = False’ clear the clipboard
    Range(«dataSet»).Select

    Best Wishes,

    Garouda.

  60. Garouda Hanouman says:

    Well, I fear some people may get confused. I prefer to give the whole code here.
    remark: remove module1

    Option Explicit
    Dim cnn As ADODB.Connection
    Dim rs As ADODB.Recordset
    Dim strSQL As String

    Private Sub OpenDB()
    Set cnn = New ADODB.Connection
    If cnn.State = adStateOpen Then cnn.Close
    cnn.ConnectionString = "Driver={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)};DBQ=" & _
    ActiveWorkbook.Path & Application.PathSeparator & ActiveWorkbook.Name
    cnn.Open
    End Sub

    Private Sub cmdReset_Click()
    'clear the data
    cmbProducts.Clear
    cmbCustomerType.Clear
    cmbRegion.Clear
    Sheets("View").Visible = True
    Sheets("View").Select
    Range("dataSet").Select
    Range(Selection, Selection.End(xlDown)).ClearContents
    End Sub

    Private Sub cmdShowData_Click()
    Set rs = New ADODB.Recordset
    'populate data
    strSQL = "SELECT * FROM [data$] WHERE "
    If cmbProducts.Text "" Then
    strSQL = strSQL & " [Product]='" & cmbProducts.Text & "'"
    End If

    If cmbRegion.Text "" Then
    If cmbProducts.Text "" Then
    strSQL = strSQL & " AND [Region]='" & cmbRegion.Text & "'"
    Else
    strSQL = strSQL & " [Region]='" & cmbRegion.Text & "'"
    End If
    End If

    If cmbCustomerType.Text "" Then
    If cmbProducts.Text "" Or cmbRegion.Text "" Then
    strSQL = strSQL & " AND [Customer Type]='" & cmbCustomerType.Text & "'"
    Else
    strSQL = strSQL & " [Customer Type]='" & cmbCustomerType.Text & "'"
    End If
    End If

    If cmbProducts.Text "" Or cmbRegion.Text "" Or cmbCustomerType.Text "" Then
    'now extract data

    OpenDB

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    Set cnn = Nothing
    If rs.RecordCount > 0 Then
    Sheets("View").Visible = True
    Sheets("View").Select
    Range("dataSet").Select
    Range(Selection, Selection.End(xlDown)).ClearContents

    'Now putting the data on the sheet
    ActiveCell.CopyFromRecordset rs
    With Range("dataSet")
    .Select
    .Copy
    End With
    Range(Selection, Selection.End(xlDown)).PasteSpecial (xlPasteFormats)
    Application.CutCopyMode = False
    Range("dataSet").Select
    Else
    MsgBox "I was not able to find any matching records.", vbExclamation + vbOKOnly
    Set rs = Nothing
    Exit Sub
    End If

    'Now getting the totals using Query
    If cmbProducts.Text "" And cmbRegion.Text "" And cmbCustomerType.Text "" Then
    strSQL = "SELECT Count([data$].[Call ID]) AS [CountOfCall ID], [data$].[Resolved] " & _
    " FROM [Data$] WHERE ((([Data$].[Product]) = '" & cmbProducts.Text & "' ) And " & _
    " (([Data$].[Region]) = '" & cmbRegion.Text & "' ) And (([Data$].[Customer Type]) = '" & cmbCustomerType.Text & "' )) " & _
    " GROUP BY [data$].[Resolved];"

    OpenDB
    rs.Close
    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    Set cnn = Nothing
    If rs.RecordCount > 0 Then
    Range("L6").CopyFromRecordset rs
    Else
    Range("L6:M7").Clear
    MsgBox "There was some issue getting the totals.", vbExclamation + vbOKOnly
    Set rs = Nothing
    Exit Sub
    End If
    End If
    End If
    rs.Close
    Set rs = Nothing
    End Sub

    Private Sub cmdUpdateDropDowns_Click()
    strSQL = "Select Distinct [Product] From [data$] Order by [Product]"

    OpenDB
    cmbProducts.Clear
    Set rs = New ADODB.Recordset

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    Set cnn = Nothing
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    cmbProducts.AddItem rs.Fields(0)
    rs.MoveNext
    Loop
    Else
    MsgBox "I was not able to find any unique Products.", vbCritical + vbOKOnly
    Set rs = Nothing
    Exit Sub
    End If

    '----------------------------
    strSQL = "Select Distinct [Region] From [data$] Order by [Region]"

    OpenDB
    cmbRegion.Clear
    rs.Close
    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    Set cnn = Nothing
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    cmbRegion.AddItem rs.Fields(0)
    rs.MoveNext
    Loop
    Else
    MsgBox "I was not able to find any unique Region(s).", vbCritical + vbOKOnly
    Set rs = Nothing
    Exit Sub
    End If
    '----------------------
    strSQL = "Select Distinct [Customer Type] From [data$] Order by [Customer Type]"

    OpenDB
    cmbCustomerType.Clear
    rs.Close
    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    Set cnn = Nothing
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    cmbCustomerType.AddItem rs.Fields(0)
    rs.MoveNext
    Loop
    Else
    MsgBox "I was not able to find any unique Customer Type(s).", vbCritical + vbOKOnly
    Set rs = Nothing
    Exit Sub
    End If
    rs.Close
    Set rs = Nothing
    End Sub

    Best Wishes,

    Garouda

  61. Garouda Hanouman says:

    I noticed another potential issue.
    The combo boxes are set as 0-fmStyleDropDownCombo.
    Look at Properties, Style, in Design Mode…
    This enables the user to add some item in the combo.
    I would rewrite the Reset code like this:
    Private Sub cmdReset_Click()
    'clear the data
    cmbProducts.Clear
    cmbProducts.Text = vbNullString' in case a user wrote something
    cmbCustomerType.Clear
    cmbCustomerType.Text = vbNullString
    cmbRegion.Clear
    cmbRegion.Text = vbNullString
    Sheets("View").Visible = True
    Sheets("View").Select
    Range("dataSet").Select
    Range(Selection, Selection.End(xlDown)).ClearContents
    Me.[C4].Select ' no visible selection
    End Sub

    Best Wishes,

    Garouda

    • Deeksha Baluja says:

      Hey Garouda Hanouman ,

      Would you please please explain as to what is ME.[C4].SELECT

      Thanks a lot in advance

  62. Colin says:

    Is there a way to solve the issue that prevents saving. I get a sharing violation if I try to save the file after making changes. Should I implement the database based on the comments from Garouda?

  63. Colin says:

    Garouda, your code worked and I can now save the file.

    Thanks for posting it.

  64. Garouda Hanouman says:

    Hi Colin,
    One possible reason is that the file is ‘read only’. What you have to do is to save it under another name.

    !One little change in the code: to avoid any problem, it would be better to replace
    rs.close
    by
    If rs.State = adStateOpen Then rs.Close
    at the end of the procedure
    cmdShowData_Click

    Indeed, if you do not select anything and click on the command button Show Data, it’ll generate an error.

    Basically the program should have some safety features to prevent this.
    I’ll made some changes in order to take that into account…
    Another remark, I never declare variables at module level if I can avoid it. Declare them at procedure level each time you can. You will see that I send the connection to the OpenDB procedure By Reference ByRef.
    There are two possibilities: ByVal or ByRef, ByRef is the default value in VBA and VB6, not in VB.Net anymore. In this case, only ByRef is possible. ByVal sends a copy of the variable to a procedure or a function where ByRef works like a pointer in C or C++. ByRef tells the programme where to find the object in the computer memory…
    I’m going to copy the whole modified code again in a next post.
    Try to click on ‘Show Data’ in my previous code, without selecting anything, and try it with the new code.

    Cheers,

    Garouda

  65. Garouda Hanouman says:

    Here the modified code, more bullet proof…

    Cheers,

    Garouda

    Do not forget to remove Module1 and replace the code in the sheet ‘View’ with this one:

    Option Explicit
    Dim niFlag As Integer

    Private Sub OpenDB(ByRef cnn As ADODB.Connection)
    'note the change between brackets ByRef cnn As...
    cnn.ConnectionString = "Driver={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)};DBQ=" & _
    ActiveWorkbook.Path & Application.PathSeparator & ActiveWorkbook.Name
    cnn.Open
    End Sub

    Private Sub cmdReset_Click()
    'clear the data
    cmbProducts.Clear
    cmbProducts.Text = vbNullString
    cmbCustomerType.Clear
    cmbCustomerType.Text = vbNullString
    cmbRegion.Clear
    cmbRegion.Text = vbNullString
    Sheets("View").Visible = True
    Sheets("View").Select
    Range("dataSet").Select
    Range(Selection, Selection.End(xlDown)).ClearContents
    Me.[C4].Select ' more professional: the active cell is hidden...
    niFlag = 0
    End Sub

    Private Sub cmdShowData_Click()
    'it's always better to declare such variables at procedure level
    Dim strSQL As String
    Dim cnn As ADODB.Connection
    Dim rs As ADODB.Recordset
    If niFlag = 0 Then
    MsgBox "Please populate the lists first - click on Update Drop Downs!", vbOKOnly + vbExclamation, "Excel and ADODB"
    Exit Sub
    End If
    If cmbProducts.Text = vbNullString And cmbCustomerType.Text = vbNullString And cmbRegion = vbNullString Then
    MsgBox "Select at least one item!", vbOKOnly + vbExclamation, "Excel and ADODB"
    Exit Sub
    End If
    Application.ScreenUpdating = False
    'create a new instance of the recordset
    Set rs = New ADODB.Recordset
    'populate data
    strSQL = "SELECT * FROM [data$] WHERE "
    If cmbProducts.Text "" Then
    strSQL = strSQL & " [Product]='" & cmbProducts.Text & "'"
    End If

    If cmbRegion.Text "" Then
    If cmbProducts.Text "" Then
    strSQL = strSQL & " AND [Region]='" & cmbRegion.Text & "'"
    Else
    strSQL = strSQL & " [Region]='" & cmbRegion.Text & "'"
    End If
    End If

    If cmbCustomerType.Text "" Then
    If cmbProducts.Text "" Or cmbRegion.Text "" Then
    strSQL = strSQL & " AND [Customer Type]='" & cmbCustomerType.Text & "'"
    Else
    strSQL = strSQL & " [Customer Type]='" & cmbCustomerType.Text & "'"
    End If
    End If

    If cmbProducts.Text "" Or cmbRegion.Text "" Or cmbCustomerType.Text "" Then
    'now extract data
    'create a new instance of the connection
    Set cnn = New ADODB.Connection
    'note that we have to add cnn
    OpenDB cnn
    'create the recordset
    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    'dispose the connection and disconnect the recordset
    Set cnn = Nothing
    'DO NOT close the connection here as it'll close the recordset as well
    If rs.RecordCount > 0 Then
    Sheets("View").Visible = True
    Sheets("View").Select
    Range("dataSet").Select
    Range(Selection, Selection.End(xlDown)).ClearContents

    'Now putting the data on the sheet
    ActiveCell.CopyFromRecordset rs
    With Range("dataSet")
    .Select
    .Copy
    End With
    Range(Selection, Selection.End(xlDown)).PasteSpecial (xlPasteFormats)
    Application.CutCopyMode = False
    Me.[C4].Select
    Else
    MsgBox "I was not able to find any matching records.", vbExclamation + vbOKOnly
    Set rs = Nothing
    Exit Sub
    End If

    'Now getting the totals using Query
    If cmbProducts.Text "" And cmbRegion.Text "" And cmbCustomerType.Text "" Then
    strSQL = "SELECT Count([data$].[Call ID]) AS [CountOfCall ID], [data$].[Resolved] " & _
    " FROM [Data$] WHERE ((([Data$].[Product]) = '" & cmbProducts.Text & "' ) And " & _
    " (([Data$].[Region]) = '" & cmbRegion.Text & "' ) And (([Data$].[Customer Type]) = '" & cmbCustomerType.Text & "' )) " & _
    " GROUP BY [data$].[Resolved];"

    Set cnn = New ADODB.Connection
    OpenDB cnn
    rs.Close
    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    Set cnn = Nothing
    If rs.RecordCount > 0 Then
    Range("L6").CopyFromRecordset rs
    Else
    Range("L6:M7").Clear
    MsgBox "There was some issue getting the totals.", vbExclamation + vbOKOnly
    Set rs = Nothing
    Exit Sub
    End If
    End If
    End If
    rs.Close
    Set rs = Nothing
    Application.ScreenUpdating = True
    End Sub

    Private Sub cmdUpdateDropDowns_Click()
    Dim strSQL As String
    Dim cnn As ADODB.Connection
    Dim rs As ADODB.Recordset
    niFlag = 1
    strSQL = "Select Distinct [Product] From [data$] Order by [Product]"
    Set cnn = New ADODB.Connection
    OpenDB cnn
    cmbProducts.Clear
    Set rs = New ADODB.Recordset
    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    Set cnn = Nothing
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    cmbProducts.AddItem rs.Fields(0)
    rs.MoveNext
    Loop
    Else
    MsgBox "I was not able to find any unique Products.", vbCritical + vbOKOnly
    Set rs = Nothing
    Exit Sub
    End If

    strSQL = "Select Distinct [Region] From [data$] Order by [Region]"

    Set cnn = New ADODB.Connection
    OpenDB cnn
    cmbRegion.Clear
    rs.Close
    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    Set cnn = Nothing
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    cmbRegion.AddItem rs.Fields(0)
    rs.MoveNext
    Loop
    Else
    MsgBox "I was not able to find any unique Region(s).", vbCritical + vbOKOnly
    Set rs = Nothing
    Exit Sub
    End If
    '----------------------
    strSQL = "Select Distinct [Customer Type] From [data$] Order by [Customer Type]"

    Set cnn = New ADODB.Connection
    OpenDB cnn
    cmbCustomerType.Clear
    rs.Close
    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    Set cnn = Nothing
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    cmbCustomerType.AddItem rs.Fields(0)
    rs.MoveNext
    Loop
    Else
    MsgBox "I was not able to find any unique Customer Type(s).", vbCritical + vbOKOnly
    Set rs = Nothing
    Exit Sub
    End If
    If rs.State = adStateOpen Then rs.Close
    Set rs = Nothing
    End Sub

    • Michael says:

      Garouda, Vijay, et al…

      Funtionality with «bullet proof» code mod works great with updating multiple combo boxes with independent criteria. Unfortunately, I’m having a bit of dificulty trying to use the base code to sequentially update the combo boxes using criteria from the previously updated box.

      My code:
      ‘————————————————
      Option Explicit
      Dim niFlag As Integer

      Private Sub OpenDB(ByRef cnn As ADODB.Connection)
      cnn.ConnectionString = «Driver={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)};DBQ=» & _
      ActiveWorkbook.Path & Application.PathSeparator & ActiveWorkbook.Name
      cnn.Open
      End Sub

      Private Sub Worksheet_SelectionChange(ByVal Target As Range)

      End Sub

      Private Sub Worksheet_Activate()
      Dim strSQL As String
      Dim cnn As ADODB.Connection
      Dim rs As ADODB.Recordset
      niFlag = 1
      strSQL = «Select Distinct [CMD] From [data$] Order by [CMD]»
      Set cnn = New ADODB.Connection
      OpenDB cnn
      Me.Cmb_CMD.Clear
      Set rs = New ADODB.Recordset
      rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
      Set cnn = Nothing
      If rs.RecordCount > 0 Then
      Do While Not rs.EOF
      Me.Cmb_CMD.AddItem rs.Fields(0)
      rs.MoveNext
      Loop
      Else
      MsgBox «I was not able to identify Regional Medical Commands.», vbCritical + vbOKOnly
      Set rs = Nothing
      Exit Sub
      End If

      End Sub

      Private Sub Cmb_CMD_Change()
      Dim strSQL As String
      Dim cnn As ADODB.Connection
      Dim rs As ADODB.Recordset
      niFlag = 1
      strSQL = «Select Distinct [MTF] From [data$] Where [CMD] = ‘» & Cmb_CMD.Text & «‘ Order by [MTF]»
      Set cnn = New ADODB.Connection
      OpenDB cnn
      Me.Cmb_MTF.Clear
      Set rs = New ADODB.Recordset
      rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
      Set cnn = Nothing
      If rs.RecordCount > 0 Then
      Do While Not rs.EOF
      Me.Cmb_MTF.AddItem rs.Fields(0)
      rs.MoveNext
      Loop
      Else
      MsgBox «I was not able to identify Parent MTF(s).», vbCritical + vbOKOnly
      Set rs = Nothing
      Exit Sub
      End If

      End Sub
      ‘——————————————-

      The «Private Sub Worksheet_Activate()» operation is flawless. When I make a selection in the «Cmb_CMD» box, the «Private Sub Cmb_CMD_Change()» operation errors out with a «Run-time error ‘-2147217887 (80040e21)’: ODBC driver does not support the requested properties.» on the «rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic» line.

      ¿Qué pasa con eso?

      • Amit P says:

        Michael did you got any solution to this code/Run-time error, if yes could you pls share it to me.

        • vicky says:

          Hi Amit,

          I am stuck in combine two tables » TableA and TableB»
          I am trying select * from [TableA$] A,[TableB] B where A.id=B.id
          Is this a right way..?

  66. exceler says:

    Needs to make littlle correction in source in case if you need to see all data: strSQL = «SELECT * FROM [data$] WHERE » instead use
    strSQL = «SELECT * FROM [data$]» and move where to if statement
    change.

    Plus it adds no value to excel filter.
    This may be used when OR,Join functionality is needed from database.but MSquery muchmore dynamic and less cumbersome.

    • Antonio says:

      Exactly what part of the if statement does the WHERE go.

  67. Marc says:

    This is a great article as always and I think it could really help with a regular report I need to setup in work. Could you help by telling me how I could add a second table and link both using a unique identifier?

  68. Mohammad hassani says:

    hi Chandoo,

    Many thanks for your efforts.

    i use this cods in my project but i got a error when want to update combo boxes value Type mismatch as below:

    Private Sub cmdUpdate_Click()
    ‘—————————-Updating Consignee Filds
    strSQL = «Select Distinct [Client] From [data$] Order by [Client]»
    closeRS
    OpenDB
    cmbConsignee.Clear

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    cmbConsignee.AddItem rs.Fields(0) ==> type mismatche
    rs.MoveNext
    Loop
    Else
    MsgBox «I was not able to find any unique Consignee.», vbCritical + vbOKOnly
    Exit Sub
    End If
    .
    .
    .

  69. Mohammad hassani says:

    dear Garouda Hanouman ,

    your last Cod don’t work i got error for line:

    If cmbProducts.Text «» Then»

    compiler error
    syntax error

    pls advise…

    • NairB says:

      Fantastic tutorial
      @Garouda Hanouman
      I also have the same error with your alternative code when populating data:

      If cmbProducts.Text «» Then

      • NairB says:

        I fixed it….

        Code was missing operators. It should read….

        If cmbProducts.Text “” Then

        • Tony says:

          I still have an error when populating data:
          If cmbProducts.Text “” Then

  70. Mohammad hassani says:

    again me!!

    i just received below error can anyone help me to sorted it out?

    [Microsoft][ODBC Excel Drive] the connection for viewing your linked Microsoft Excel worksheet was lost.

    thanks.

  71. Mohammad hassani says:

    hi guys

    all my last problem was sorted out now just have a question:

    how we could show some of data on dataset on sheet view not all of data?

    • Deeksha Baluja says:

      Hey Mohammad ,

      could you please tell me , how did you manage to solve the Update dropdown problem ?

  72. […] ignorant when it comes to VBA so can someone point me at the right direction. Here’s the tutorial Using Excel As Your Database | Chandoo.org — Learn Microsoft Excel Online . What I need to apply it to my spreadsheet is a way to not only select from the dynamic lists, […]

  73. Mohammad hassani says:

    HI ALL

    please help me how i could chose data between 2 date or after a date or before a date ?

    thanks

    • Salim Talal says:

      strSQL = «SELECT * FROM [data$] WHERE [Date Time] BETWEEN DateValue(‘» & sDate1 & «‘)» & » AND DateValue(‘» & sDate2 & «‘) AND [Product]='» & Me.cmbProducts.Text & «‘ AND [Region]='» & Me.cmbRegion.Text & «‘» AND [Customer Type]='» & Me.cmbCustomerType.Text & «‘;»

  74. Frost says:

    Hi,
    I still find no difference between this demo of filtering and the normal filtering in excel, DATA > Filter. you get the same results, just in a different worksheet.
    Can somone explain this to me please?

  75. SUMIT GUPTA says:

    anybody can resolve my problem. i have a sheet and use filter on 6 rows out of 15 rows. in column a use some formula. but when i open the filter A cells amount will change .
    my query is how to copy the filterd cell data and paste in same cells.
    column A formula used subtotal(3,b$2:b2)
    A B C
    no. id count if
    1 IN-1000048 1
    2 IN-1000055 1
    IN-1000056 3
    IN-1000056 2
    5 IN-1000056 1
    IN-1000057 2
    7 IN-1000057 1
    8 IN-1000103 1
    IN-1000157 3
    IN-1000157 2
    11 IN-1000157 1
    IN-1000164 3
    IN-1000164 2
    14 IN-1000164 1
    IN-1000182 2
    16 IN-1000182 1
    IN-1000215 2
    18 IN-1000215 1
    IN-1000240 2
    20 IN-1000240 1

    AFTER FILTER
    A B C
    no. id count if
    1 IN-1000048 1
    2 IN-1000055 1
    3 IN-1000056 1
    4 IN-1000057 1
    5 IN-1000103 1
    6 IN-1000157 1
    7 IN-1000164 1
    8 IN-1000182 1
    9 IN-1000215 1
    10 IN-1000240 1

    PLEASE RESOLVE MY QUERY THANKS

  76. Tope says:

    Hi.

    I’m having some problems with the code, I think it’s because i’m sitting on a Windows Server (2003). When i’m trying to update the Drop Down list i get this Error code (Can’t find project or library)

    I also found out that i’m missig the:
    Microsoft ActiveX Data Objects 6.0 Library, the latest version i have is
    Microsoft ActiveX Data Objects 2.7 Library.

    is it possible to make the code work?

    • Tope says:

      I solved it.

      i forgot to uncheck the:
      MISSING: Microsoft ActiveX Data Objects 6.0 Library
      before i checked the
      Microsoft ActiveX Data Objects 2.7 Library.

  77. Vanessa Lambert says:

    When I open the document to play around, it says that there is an error and needs to be de-bugged. Anyone know why the link is not working or what could be done to fix it?

    Thanks!

  78. afshin160 says:

    HI.
    how is ADOB , Delet ,update , insert support ?

  79. Dick Byrne says:

    Vijay,
    Just ran across your article and found it interesting. A few months back I had a situation that forced me to «learn by trying» the same basic technique. I have data in spreadsheets (very large — on the order of 90,000 rows). Needed to do some data conversions on some of the columns via a separate lookup spreadsheet (e.g. lookup ‘Business Unit’ in the big spreadsheet and create a column called ‘Dashboard Org’ based on a lookup table).

    Because the source data has so many rows, using an excel formula (actually several as there were multiple lookup tables involved) caused the spreadsheet recalc time to go through the roof.

    Solved the problem using the ODBC Excel driver and some basic SQL. Yes, you can use SQL against an Excel workbook. In fact, you can do all kinds of good things via the ODBC driver — outer joins against multiple workbooks, using SQL’s scalar functions, etc.

    Here is an example of SQL that joins data from 5 different workbooks into a single worksheet:

    SELECT IMDATA.*,
    BU.[Dashboard Org],
    BU.[New CU] AS «Customer Unit»,
    BU.[New Business Unit] AS «Business Unit»,
    AG.[Reporting Group]
    FROM (( SELECT IM.*,
    FORMAT(IM.[Create Date/Time], ‘YYYY-MM’) AS «Month Opened»,
    FORMAT(IM.[Service Restored Date/Time], ‘YYYY-MM’) AS «Month Service Restored»,
    IIF(IM.[Service Restored Date/Time] IS NULL, NULL,
    DATEDIFF(‘s’, IM.[Create Date/Time], IM.[Service Restored Date/Time])/3600.0)
    AS «Hrs To Service Restored»,
    IIF(IM.[Service Restored Date/Time] IS NULL, NULL,
    IM.[Total Duration Hours]-
    IIF(IM.[Service Restored Hours] IS NULL, 0, IM.[Service Restored Hours])-
    IIF(IM.[Suspend Hours] IS NULL, 0, IM.[Suspend Hours]))
    AS «SLA Hours»,
    LOCTBL.[New Business Unit] AS «Location BU»,
    SEV1.BU AS «Sev 1 BU»,
    SEV1.[Responsible Party],
    SEV1.[Service Area],
    SEV1.[WK Cause Code],
    SEV1.[ProblemShortDescription],
    IIF(SEV1.BU IS NULL,
    IIF(IM.[CI BU] IS NULL,
    IIF(LOCTBL.[New Business Unit] IS NULL,
    ‘Unknown’,
    LOCTBL.[New Business Unit]),
    IM.[CI BU]),
    SEV1.BU)
    AS «Selected BU»

    FROM (( `C:UsersDickByrneDocumentsITO Customer ServiceBU MetricsBU Reports2013-08Source DataIncidents — ODBC v2.xlsx`.`Incidents$` AS IM
    LEFT OUTER JOIN `C:UsersDickByrneDocumentsITO Customer ServiceBU MetricsBU Reports2013-08Sev 1 3 year Trend Analysis.xlsm`.`Data$` AS SEV1
    ON IM.[Incident ID] = SEV1.[Incident ID] )
    LEFT OUTER JOIN `C:UsersDickByrneDocumentsITO Customer ServiceBU MetricsReferencesDiv-CU-BU-Loc Name Mapping for 2013.xlsx`.`’Dell Location Codes$’` AS LOCTBL
    ON IM.Location = LOCTBL.[Location-Name-+] )
    ) AS IMDATA

    LEFT OUTER JOIN `C:UsersDickByrneDocumentsITO Customer ServiceBU MetricsReferencesDiv-CU-BU-Loc Name Mapping for 2013.xlsx`.`’BU Lookup$’` AS BU
    ON IMDATA.[Selected BU] = BU.[Original Business Unit] )
    LEFT OUTER JOIN `C:UsersDickByrneDocumentsITO Customer ServiceBU MetricsReferencesAssignee Group Alignment.xlsx`.`’Assignee Group Mapping$’` AS AG
    ON IMDATA.[Assignee Group] = AG.AssigneeGroup

    WHERE (IMDATA.[Affected Item Name] NOT LIKE ‘Update%’) AND (IMDATA.[Severity Number] <= 4)

    Pretty cool stuff!

  80. Anand says:

    Hello Vijay,

    Thanks for posting this article. After reading this article, I successfully developed an excel based tool using ADO to analyse customer issues. I very much appreciate your time and efforts in writing the article and more importantly sharing the code in the Excel file.
    This site is great. Great work! keep it up!!

    Anand

  81. […] also has a great guest post by Vijay – Using Excel As Your Database – on this subject. Igrore all the naysayers in the comments who say “Excel […]

  82. Msquared99 says:

    After looking at this article I have pondered the idea of storing the data in Access as a table then using Excel to extract the data as selected instead of building queries and reports in Access.

    I already have a macro that pulls data from Access and places it into Excel. All I would have to do is modify a little.

    Thoughts, ideas?

  83. Mohammad hassani says:

    hi

    I received below error:

    Run-time error ‘-2 147217906 (80040e0e)’:

    [Microsoft] [ODBC Excel Driver]Invalid bookmark

    and below line be highlighted:

    ActiveCell.CopyFromRecordset rs

    pls anyone help me to fix it.

  84. Deb says:

    This is an awsome article. This has solved many problems with out using access.

    Thanks a lot

  85. Amar Ranjan Das says:

    Hi, I have gone through your code and application, it is really a great help!

    I am trying to develop a application using the sql query where I need to execute the update query, but I am unable to execute the query,

    My query is like as below,

    strSQL = «UPDATE location_details$ SET [location_details$].[SCANR_ID]='» & scanr_id & «‘, [location_details$].[SCAN_CAPACTY]='» & scanr_capacty & «‘ WHERE location_details$.[LOC_ID]='» & locId & «‘ AND location_details$.[REG_ID]='» & region & «‘»

    But I am getting some error like,

    a) syntax error in UPDATE statement
    b) How I will execute the update or insert query

    please help me.

    Thanks in Advance

  86. chris says:

    I tried this and am getting a (run time error) the below error on line
    Range(«dataSet»).Select
    not sure what i am missing. any help will be much apreciated
    can one of you help me resolve this?

    Run-time error ‘1004’
    method ‘Range’of object’_Worksheet’ failed

    Cheers
    Chris

  87. Jeff Slavin says:

    I used your code, but modified the OpenDB function to read from a separate data file workbook. Code worked great BUT…..

    After the code runs, i close the connections (by calling the cnn and rs Close() functions) and then set both variables to nothing.

    After that, if I go to the data file and try to open it, i get the ‘File In Use’ message and it says i can only open s Read Only. It appears that Excel thinks the data file is still in use, even though I’ve closed the connections.

    Any thoughts or help?

  88. Jeff Slavin says:

    can you give an example of writing to the database (eg. using UPDATE sql command)??

  89. Amit P says:

    I have question here is with two columns one is Product and another is region and as far as data in both columns is concerned is basically Region and Product. For e.g. In Product column i have country names like Accessories, Desktop, Laptop and Misc and against same Product names I have region as East in Region column.

    What I want : In combo box I want to populate region names (which is already done and works fine) and in 2nd combo box I want to populate Product names on the basis of region selection. for e.g. If I select region as East in my Combo box then my 2 combo box should get populated with only Product .i.e Desktop, Laptop, Misc.

  90. Chris says:

    Dear Vijay,

    I encountered some errors. When i click «Update Dropdown List», error message pops up saying: «[Microsoft][ODBC Excel Driver] Too few parameters. Expected 1» and highlighted (rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic). Please help me with this problem. Here is my code.

    strSQL = «Select Distinct [Classification] From [BookDatabase$] Order by [Classification]»
    closeRS
    OpenDB
    cboSearch.Clear

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    cboSearch.AddItem rs.Fields(0)
    rs.MoveNext
    Loop
    Else
    MsgBox «Can’t find unique classification.», vbCritical + vbOKOnly
    Exit Sub
    End If

  91. Dean says:

    I also had the sharing violation error on my Windows 7 64 bit, but I have solved it by changing the database reference from MSDASQL to Jet:

    ‘ NEW WAY to connect:
    Public Sub open_db()

    close_db

    Set cn = New ADODB.Connection
    With cn
    .Provider = «Microsoft.Jet.OLEDB.4.0»
    .ConnectionString = «Data Source=» & ActiveWorkbook.FullName & «;Extended Properties=Excel 8.0;»
    .Open
    End With
    End Sub

    ‘ BELOW IS THE *OLD* WAY (which generated the sharing violation)
    Dim cn as ADODB.Connection
    Set cn = New ADODB.Connection
    With cn
    .Provider = «MSDASQL»
    .ConnectionString = «Driver={Microsoft Excel Driver (*.xls)};» & _
    «DBQ=C:MyFolderMyWorkbook.xls; ReadOnly=False;»
    .Open
    End With

  92. Raymond says:

    Hello,
    I am new in VB, I can understand your program perfectly. I could not understand this dataset, could you please explain it to me?
    Range(«dataSet»).Select
    Thank you,
    Raymond

  93. […] Beyond Excel: VBA and Database Manipulation blog. Chandoo also has a great guest post by Vijay — Using Excel As Your Database — on this subject. Ignore all the naysayers and unbelievers in the comments who say «Excel shalt […]

  94. rene says:

    Hi,

    i work with this amazing feature now for a while. but to make things work even better i do bitwise searches on marked categories. however, i can not get this to work in excel..
    the where part hangs:

    «WHERE CAST([group_desc$].[category_id1] as UNSIGNED INTEGER) & 1 0;»

    Any idea anyone? or is it just excel that does not like this.

    Regards,

    Rene

  95. rene says:

    sorry,
    missing the there..

  96. Adam says:

    Hi all,
    Love the database. Was able to moody it to suit my needs, but the workbook bloated into 33MB file size and runs slow, any suggestions?

  97. Public cnn As New ADODB.Connection

  98. Sakthi says:

    You can use excel as front end application and as well as Database.

    Inserting new records, updating existing new records and data query as done from an application is very well possible in excel with vba and sql combined commands.

    I have created very good Data entry applications using excel as frontend and database

    Regards
    Sakthi

  99. Rod Ayers says:

    I wonder if someone could help me.

    I am using SQL to query an Excel table to produce another table. Everything is fine, except there are two columns that have data, but will always be empty in the result set. One of the columns is text, the other has a value from a Data Validation list. There are several other columns with these characteristics that are returned just fine in the record set.

    Any help would be greatly appreciated.

    Thank you,
    Rod

  100. Conrado Natac says:

    This is a perfect example. I will look at this sample. Thanks for a good work. This is what I have been looking for.

    • ajaj says:

      I keep getting the error ODBC does not support the requested parametes error -2147217887 at the line excel
      rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic

  101. ajaj says:

    I keep getting the error ODBC does not support the requested parametes error -2147217887 at line

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic

    the full code is

    Private Sub cmdReset_Click()
    ‘clear the data
    cmbProducts.Clear
    cmbCustomerType.Clear
    cmbRegion.Clear
    Sheets(«View»).Visible = True
    Sheets(«View»).Select
    Range(«dataSet»).Select
    Range(Selection, Selection.End(xlDown)).ClearContents
    End Sub

    Private Sub cmdShowData_Click()
    ‘populate data
    strSQL = «SELECT * FROM [data$] WHERE «
    If cmbProducts.Text «» Then
    strSQL = strSQL & » [Product]='» & cmbProducts.Text & «‘»
    End If

    If cmbRegion.Text «» Then
    If cmbProducts.Text «» Then
    strSQL = strSQL & » AND [Region]='» & cmbRegion.Text & «‘»
    Else
    strSQL = strSQL & » [Region]='» & cmbRegion.Text & «‘»
    End If
    End If

    If cmbCustomerType.Text «» Then
    If cmbProducts.Text «» Or cmbRegion.Text «» Then
    strSQL = strSQL & » AND [Customer Type]='» & cmbCustomerType.Text & «‘»
    Else
    strSQL = strSQL & » [Customer Type]='» & cmbCustomerType.Text & «‘»
    End If
    End If

    If cmbProducts.Text «» Or cmbRegion.Text «» Or cmbCustomerType.Text «» Then
    ‘now extract data
    closeRS

    OpenDB

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    If rs.RecordCount > 0 Then
    Sheets(«View»).Visible = True
    Sheets(«View»).Select
    Range(«dataSet»).Select
    Range(Selection, Selection.End(xlDown)).ClearContents

    ‘Now putting the data on the sheet
    ActiveCell.CopyFromRecordset rs
    Else
    MsgBox «I was not able to find any matching records.», vbExclamation + vbOKOnly
    Exit Sub
    End If

    ‘Now getting the totals using Query
    If cmbProducts.Text «» And cmbRegion.Text «» And cmbCustomerType.Text «» Then
    strSQL = «SELECT Count([data$].[Call ID]) AS [CountOfCall ID], [data$].[Resolved] » & _
    » FROM [Data$] WHERE ((([Data$].[Product]) = ‘» & cmbProducts.Text & «‘ ) And » & _
    » (([Data$].[Region]) = ‘» & cmbRegion.Text & «‘ ) And (([Data$].[Customer Type]) = ‘» & cmbCustomerType.Text & «‘ )) » & _
    » GROUP BY [data$].[Resolved];»

    closeRS
    OpenDB

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    If rs.RecordCount > 0 Then
    Range(«L6»).CopyFromRecordset rs
    Else
    Range(«L6:M7»).Clear
    MsgBox «There was some issue getting the totals.», vbExclamation + vbOKOnly
    Exit Sub
    End If
    End If
    End If
    End Sub

    Private Sub cmdUpdateDropDowns_Click()
    strSQL = «Select Distinct [Product] From [data$] Order by [Product]»
    closeRS
    OpenDB
    cmbProducts.Clear

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    If Not IsNull(rs.Fields(0)) Then cmbProducts.AddItem rs.Fields(0)

    rs.MoveNext
    Loop
    Else
    MsgBox «I was not able to find any unique Products.», vbCritical + vbOKOnly
    Exit Sub
    End If

    ‘—————————-
    strSQL = «Select Distinct [Region] From [data$] Order by [Region]»
    closeRS
    OpenDB
    cmbRegion.Clear

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF

    If Not IsNull(rs.Fields(0)) Then cmbRegion.AddItem rs.Fields(0)

    rs.MoveNext
    Loop
    Else
    MsgBox «I was not able to find any unique Region(s).», vbCritical + vbOKOnly
    Exit Sub
    End If
    ‘———————-
    strSQL = «Select Distinct [Customer Type] From [data$] Order by [Customer Type]»
    closeRS
    OpenDB
    cmbCustomerType.Clear

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    cmbCustomerType.AddItem rs.Fields(0)
    rs.MoveNext
    Loop
    Else
    MsgBox «I was not able to find any unique Customer Type(s).», vbCritical + vbOKOnly
    Exit Sub
    End If
    End Sub

  102. John Paulsen says:

    Hello! I Wonder if there is a posibility to make the comboboxes dependent of each other. If you choose from the combobox Products, only Regions related to Products would show up in the combobox Regions and so on?

  103. James says:

    Hi! I think i’m wondering about the same thing as John. Is there a way of making the drop down boxes dependent of each other? For instance, when i choose a Region in the drop Down, only Products related to that region will show in the Products drop Down. If anybody had any ideas on how to do this, please share.

    Best regards, a vba novice

  104. Lisa Pereira says:

    Hi ,

    this is awesome , i love this site.. lots of information.. mine is a very simple question , its probably answered , but I cannot find a direct resource..
    I use Excel as a DB by creating query’s with ADO vba and pulling from the Dbase.
    i am pretty new to access but familiar with EXCEL vba..
    is there a way i can use the same query’s and transfer the data to a new database i want to create in ACESS. how do i go about it? can someone advise or forward somewhere i can refer this ?

  105. Saket says:

    I have a column in excel with values as number as well as string. The SQL query is somehow not fetching all the distinct records.. Can you help?
    Select Distinct [Model] From [QueryData$] WHERE [Model] IS NOT NULL Order by [Model]

    Thanks,

  106. Cruiser says:

    Thanks Vijay! I also want to use Excel as a database for users who do not have a separate database program available to them. Can you please read the following scenario and give me your thoughts? I want to write a COM Add-In which will be installed on each user’s machine and is used to read from and write to the single database workbook (which resides on the server). The add-in will contain a user form. When the user form is filled out, I click the «Add» button which invokes the code to copy the user form data, activate the database, add the record to the database, update my workbook from the database (adding my new record and all other changes since I last updated my workbook), and close the database. It should only take a few seconds, but what happens if two or more users try to add a record at the same time? Sharing is not an option. Can my add-in contain a contingency that tells it «if the database workbook is being accessed by another user, stop the process but keep trying to access it until it becomes available, then open it and continue the process»? Maybe replace the message box “Database.xlsx is locked for editing by another user” with “Updating Database”? In my scenario, the database workbook is the only element on the server. It will only be used for data storage and retrieval, with the results being displayed and manipulated in each user’s personal version of the workbook (residing on their own machine). Is this doable?

    • Cruiser says:

      I guess I’m the only one. Well, in the future, if anyone else is trying to create an excel «database» on a shared drive, check out http://www.cpearson.com/excel/WaitForFileClose.htm
      If someone else is accessing your «database» on the shared drive, this code keeps checking until the file to closed, then opens it, adds or retrieves data, saves and closes it. I found it very helpful.

      • Cruiser says:

        «…this code keeps checking until the file IS closed…»

  107. Conrado Natac says:

    Hello Vijay,

    i cant get this line of code to work.

    I love this article that you wrote and am testing it.

    Option Explicit
    Public cnn As New ADODB.Connection
    Public rs As New ADODB.Recordset
    Public strSQL As String

    Public Sub OpenDB()
    If cnn.State = adStateOpen Then cnn.Close
    cnn.ConnectionString = «Driver={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)};DBQ=» & _
    ActiveWorkbook.Path & Application.PathSeparator & ActiveWorkbook.Name
    cnn.Open
    End Sub

    Public Sub closeRS()

    If rs.State = adStateOpen Then rs.Close
    rs.CursorLocation = adUseClient

    End Sub

    Private Sub cmbtest_Click()

    xcustno = Sheets(«View»).Range(«O14»).Value

    closeRS
    OpenDB

    strSQL = «SELECT * FROM ([data$] WHERE [data$].[Cust #]).value = xcustno»

    closeRS

    ‘this is the connrection
    OpenDB

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic

    ‘dispose the connection
    Set cnn = Nothing

    If rs.RecordCount > 0 Then
    Sheets(«View»).Visible = True
    Sheets(«View»).Select
    Range(«dataSet»).Select
    Range(Selection, Selection.End(xlDown)).ClearContents

    ‘Now putting the data on the sheet
    ActiveCell.CopyFromRecordset rs

    End If

    ‘dispose the recordeset
    Set rs = Nothing

    End Sub

  108. Rajesh says:

    I am copying 28000 rows with 8 columns using copyfromrecordset option. But it is taking lot of time to copy the data into excel more than 1 hour. I am not sure why this is running for this much time. Any one have any idea

    • Andre Poorman says:

      Vijay,

      I am using Excel as a database as you excellently show, but I am also trying to use temporary tables within the SQL code. I get an error. One suggestion I got was to put «SET NOCOUNT ON» and «SET NOCOUNT OFF» in the SQL statement but I now get the error:

      ‘Run-time error ‘-2147217900 (80040e14)’:
      ‘[Microsoft][ODBC Excel Driver] Invalid SQL statement; expected ‘DELETE’, ‘INSERT’, ‘PROCEDURE’, ‘WELECT’, or ‘UPDATE’

      Any thoughts?

  109. A simple way is to use the powerful inherent feature of Excel —
    Advanced Filter. I have outlined a basic set of vba code below that can be used to query an excel list / database. You have to set up a criteria range on your spreadsheet and define YourRange (excel database) and YourCriteria (query criteria).

    Sub Filter()
    Dim List as Range
    Dim Criteria as range
    Set List = Range(YourRange)
    Set Criteria = Range(YourCriteria)
    With List
    .AdvancedFilter Action:=xlFilterInPlace, CriteriaRange:=Criteria, Unique:=False
    End With
    End Sub

  110. Hasan says:

    Thanks Vijay for sharing, great stuff.

    Few years ago I had to create a portfolio selection interface, emulating Excel auto-filter. I used Advanced Filters with some code, but it was not as elegant as this (one sheet per dropdown + one control sheet).

    It would be nice to have «communicating» dropdowns plus the (Select all) possibility (as in AutoFilter)

  111. srinivas says:

    Hi,I have one doubt in above example.If the records in which the sql query is fetching is having special characters,then what would be the output.
    For example,
    i have 10 records in the database sheet like abd’s,aws’q,xza’,qaws,étc….like that 10-15 records.
    So,My question is how to fetch these records if i give same value(for ex:abd’s) in dropdown control.
    Even if we try using regex/wildcard characters one record will not be displayed.
    Try this and help me out guys……..
    Thanks in Advance.

    • Andrew says:

      I had the same problem. First I used a data connection in Excel to run the SQL but found compatibility issues with Excel 2010.
      I am now back to use ADO(DB) but changed the connection string to:
      «Provider=Microsoft.ACE.OLEDB.12.0;» & _
      «Extended Properties=’Excel 8.0′;» & _
      «Data Source=» & ThisWorkbook.FullName & «;»
      This does require ACE to be available.
      Alternatively JET can be used instead of ACE but this cannot handle as much data.

  112. yothin says:

    if I add picture in each data (hyperlink or comment), how to show that data with picture??

  113. Mike says:

    Where I work the government will not allow us to use MS Access due to some security reasons. We have had our only other database software available for us to use without paying a developer removed…I won’t go into the reason as it upsets me.

    Anyway, we have operator logs that are now filled out on a Word document, and then they save each individual document. Well with 3 shifts a day this is a lot of documents and if you want to go back through them to find something, or trend data you have a lot of $&!+ to sort through….SO, I have made the document save the data in an Excel workbook using ADODB in VBA. Then the data is in a spreadsheet for us to query and trend to our hearts delight. If i want to go back to see a particular log I can then retrieve the desired data and populate the Word document.

    No this is not ideal, but is a work around as it takes this place years to get around to giving us new software, or we have to pay a third party developer a load of money.

    The only issue I have is in the comment fields. The recordset fields won’t allow for more than 255 characters. I’ve tried changing the datatype using the ALTER TABLE method, but no luck…so far.

    Anyway, I am for the most part successfully using Excel as a database, and once I sort out how to deal with the richtext type fields with more than 255 characters it will be good enough.

  114. Al says:

    Hi Chandoo,

    Thanks for your excellent post. Just a question: I am working on exactly same thing with the exception of using text box instead of drop down boxes. Additionally I would like to have separate worksheet for adding data into the db. In total it would have three worksheet as data, add, view.

    Could you help me for using text boxes?

    Thanks a lot,

  115. Deeksha Baluja says:

    Dear Chandoo,

    I’m very much naive at the technique if using Excel as your database, I saw the vba code after downloading the sample file , could you please please tell me where have the commands [data$] and product have come from and how have you designed combo boxes in this case.

    Thanks a lot in advance

  116. Helma says:

    Hi. I’m using Excel as a database and populate the records in a multi colomn listbox in a userform in Word vba. I managed to do this.
    I can even sort the different columns in the listbox.
    But now I want to fill the textboxes in the userform with the values of the selected listbox item. The first column has an ID-no.
    Can anyone tell me how to do that or is this a typical Word question?
    Then I’m sorry I’ve put the question here.
    Thank you.

    Helma

  117. Madhu D N says:

    Dear All,

    I’m looking for VBA code for data import from website to excel!!
    Requirement:- i have company website which we need to download data every time, need code for log-in website by credentials and download a data automatically by using VBA code.

    Thanks for your support!
    Madhu D N (HR)

  118. Jose Lobo says:

    Hi, Madhu,
    I would suggest you to search the web. There are many websites about that. Take a look at:
    http://www.wiseowl.co.uk/blog/s393/scraping-websites-vba.htm
    I have a similar problem to get a table from a website that requires two dates and a click, but I did not solve the problem yet.

  119. Martin says:

    VBA beginner here — How were the drop-down lists and buttons created in this database template? I’m having trouble figuring them out as there are no userforms shown in the VBA editor? Any help would be appreicated.

  120. Pinder Singh says:

    i do not know Nothing about VBA but still build this user form retrieve data from one worksheet to added into the other worksheet i think their gotta be a better way to do this if you could help i do not know where to Uoload my workbook so please let me know

  121. Ren says:

    as you are extracting data from the sheet I want it to be from a database.How is that possible?

  122. Norman says:

    Sadly, this no longer works on Office 2016 (Home and Student). I ran your example file without changing anything, and keep getting «microsoft excel is waiting for another application to complete an ole action». Do you have a solution to this? Would really appreciate if you could help. Thanks.

    • @Norman

      It sure does work in Excel 2016
      Did you add the reference to the Active X data Library?
      Did you save the file to a local drive?
      Did you click on Update Drop Downs? (This is important)

      If it still doesn’t work can you tell us what version of Excel and Windows you are using?

      • Norman says:

        It doesn’t for me. I’ve uploaded a few screenshots to an album here: http://imgur.com/a/eDU6H

        A reference to the ActiveX Data Library exists (as show in the screen shot).

        The file is saved to a local dirve.

        The error occurs after I click on the «Update Drop Downs» Button (included in the screen shot album)

        One thing I’ve noticed, is that the Microsoft ActiveX Data Objects 6.0 Library references a «msado60.dll» in the example, whereas, it’s a «msado60.tlb» file in Excel 2016 (which I use).

        Could this difference be causing the error?

  123. shahbaz Nawaz says:

    Dear Vijay & Garouda,

    Dear both thanks a lot to produced this artical but i have one problem i need only specific range from «data» to show in view tab i dont want to show all.

    Can you please help me.

    Regards,

    Shahbaz Nawaz

  124. Collin says:

    I tried this and am getting a (run time error) the below error on line

    If rs.RecordCount > 0 Then
    Sheets(«View»).Visible = True
    Sheets(«View»).Select
    Range(«dataSet»).Select (this line)
    Range(Selection, Selection.End(xlDown)).ClearContents

    Not sure where it went wrong and any help will be much appreciated

    It shows this error
    Run-time error ‘1004’
    method ‘Range’of object’_Worksheet’ failed

    Cheers

    Collin

    • @Collin

      Is there a Named Range called dataSet already set up on the worksheet?

      I’d recommend asking this in the Chandoo.org Forums
      http://forum.chandoo.org/

      Attach a sample file with some data if you can

  125. Santosh says:

    Hi Vijay,

    I need to update excel data using a Form not directly into sheet. Would appreciate if you can help, Since its a big excel designing a userform would be critical.

    Regards

  126. azuwan says:

    thanks a gazillion dude. this can convert to MySQL!!!..the syntax was same. you are the MAN!!!!..

  127. Mahesh says:

    Hi,

    I am using excel as database and unabl to use Insert Into query to updete records excel database for date and floating point columns.

    I have tried all the options list useing # before and after, Using Clang funciton. Nothing works. Am I missing anything

    Regards,
    Mahesh

    • Martin says:

      This is how I update a «database» table(worksheet)

      Sub ExpireOutOfDateContract()
      If MsgBox(«This will expire all of the » & vbCrLf & «out of date contracts — AreYou Sure?», vbYesNo + vbQuestion, «Confirm Changes») = vbNo Then
      Exit Sub
      End If

      Dim s As Range, xRow As Long ‘reference range plus row number
      Set s = ActiveSheet.Range(«A:A»)
      xRow = 4 ‘start at row 4
      Do While s.Cells(xRow, «a») «»
      xRow = xRow + 1 ‘move on a row
      If s.Cells(xRow, «a») = «» Then Exit Do ‘hit a blank and it must be the ‘end of data
      If s.Cells(xRow, «x») = 1 Then
      strSQL = «update [contract$] set [open] = ‘N’ where [contract] = ‘» & s.Cells(xRow, «d») & «‘»
      cnn.Execute strSQL, , adExecuteNoRecords
      End If

      Loop
      MsgBox «Contracts have been expired and will not appear on next refresh» & vbCrLf & vbCrLf & _
      «If this was a mistake press the ‘Undo Contract Removal’ button» & vbCrLf & vbCrLf & «THIS IS THE ONLY CHANCE YOU HAVE TO UNDO YOUR CHANGES» & vbCrLf & vbCrLf & _
      «After refresh, undo will not work», vbInformation + vbOKOnly, «Update Complete — You CAN change your mind»
      Set cnn = Nothing
      frmOptions.Hide
      End Sub

  128. Ash Rahman says:

    Hi
    Just downloaded the Demo Database example (THANKS!) Noticed though that it downlaods as ‘.xls’ which Excel (mine is 2010) then has a problem opening… Changed the extension to ‘.xlsm’ and all was well with the world.

    Thanks again
    Ash

  129. HanShin says:

    why doesn’t «call id» and «Date time» appear when i click «show data» ?
    Help me please !!! 🙁

    • Martin says:

      Can you show example of what you are trying to do please?

  130. Mohammad Affan says:

    Best and very helpful. Keep sharing such article….

  131. Kyle Franken says:

    Hi,

    I’ve downloaded the example template. I removed the data with my own data set and changed the headers/combo boxes in the view tab. I am able to pull all my data and the buttons all work; however, the last three columns of data are pulled in formatted as text. It is not formatted this way in the data tab so I am unsure why this continues to happen. *** I did add a few extra columns to the data tab in comparison to the original template. I’m not sure if that is the cause of the issue or how to go about resolving it. Any help would be appreciated!

    Thanks!!!

  132. I am crazeeeeeeee about this web site. Love it so much and I immediately described.

  133. […] Using Excel as your database: A nice tutorial from Chandoo. It includes animated GIFs to complement the text. This speeds up the process of learning, since the images are zoomed in, yet still moving, for a more engaging guide. It explains the code module too, which is an interesting take on the entire databasing process. Be warned that some of the images are from older Excel versions. […]

  134. […] Using Excel As Your Database | Chandoo.org — Learn. – Often I have thought, if I could have write «Select EmployeeName From Sheet Where EmployeeID=123» and use this on my excel sheet, my life would be simpler. So […]

  135. Andi Permana says:

    Very Good.

    Inspiring me for explore more, please can give me an example another demo for excel database but with to another workbook. sorry for my bad english. thanks.

  136. Albert says:

    Hi,

    It is a very good choice.

    Thanks

  137. Nino says:

    Can anyone send me a simple database for me to use it in my service department in monitoring our medical equipments which we delivered and those units that are still in the warehouse. Including when it was installed and I need to have a preventive maintenance monitoring plus spare parts monitoring. Would somebody help me please.

    Thank you.

    Nino

  138. KAMAL C. BHARAKHDA says:

    I keep getting an error called, «External table is not in the expected format»

    I’m using external workbook as a database.

  139. Rajat says:

    Hi,
    I am trying to learn to use excel as database on my own. I have gone through your program, but unable understand how «cmbProducts» is coming from. Can you please elaborate?

    Thanks
    Rajat

  140. Salim Talal says:

    Chandoo, this is fantastic, you really saved my day…… absolutely unbelievable.

    All of my years with Excel I never knew this was possible……

    Really great!!!

  141. Salim Talal says:

    Hi Chandoo!

    I wonder how the Excel sample file you provided executing SQL like charm, quite soo fast in retreiving records.

    I tried implementing that in my application and found running sooo stubbornly slow, like 30 seconds just to retreive a record of 40 lines while yours has 14,000 records.

    Is there a secret in making it execute fast just like your sample Excel file .

    Regards,
    Salim T. S.

  142. LamDT says:

    I want to change the Product, Region, CustomerType to other name to fit with my purpose but when i change it on vba code, it always show error 424. Object required. Can someone help me ?

  143. LamDT says:

    Hi guys,
    Recently i found Chandoo with so many good things can use for my daily works. Thank you so much for your goodness when sharing file for us. I am a newbie on Excel and VBA, i saw your demo file to use excel as database is very good with my work. I tried to change it to fit with mine but there are something cannot work:
    Now i got issue when i insert my data to this file. It does not accept the data in merge format in Product, Region, Quotation columns and show error «Type mismatch», could you give me help ?

  144. Hi,

    Thanks for sharing the feature. Have successfully modified the code and used it in many excel files at work. Can we connect another workbook to this database and extract/modify/update? records.

    Regards
    Rida Ali

  145. ahmimas says:

    Thank you for your advises,
    I downloaded the demo, was working fine.
    but I noticed that if you format the data sheet (example: adding blank cells above the first row and changing the fill color) without any changes to the code. the software doesn’t run correctly anymore and it will start giving odbc error just right here:

    Private Sub cmdUpdateDropDowns_Click()
    strSQL = «Select Distinct [Product] From [data$] Order by [Product]»
    closeRS
    OpenDB
    cmbProducts.Clear

    rs.Open strSQL, cnn, adOpenKeyset, adLockOptimistic
    If rs.RecordCount > 0 Then
    Do While Not rs.EOF
    cmbProducts.AddItem rs.Fields(0)
    rs.MoveNext
    Loop
    Else
    MsgBox «I was not able to find any unique Products.», vbCritical + vbOKOnly
    Exit Sub
    End If

  146. Great and simple solution.
    Thanks for sharing it.
    Can I just suggest also one of the solutions that could people also use if the want to go further with the concept of Database in Excel, or maybe link Excel & MySQL (to store data in MySQL).
    There is a simple tool that I have created for myself and now made it available to others. A tool called Virtual Forms for Excel that enables us to, without coding, create Data Entry Forms, Lookup Forms and also Master-Details forms for Excel. If you want to take a look, here is the link: https://www.virtual-forms.com
    Davor

  147. Elvis says:

    I have used Excel to create several database applications like POS (Point of Sale)application system for retail stores / supermarkets, Church / School administration/ management systems, financial house loans, savings and payments management systems without all the complications that I see described in various websites Including this.

    I guess it all boils down to individual levels of understanding Excel but most importantly, how much Logical the individual can get. I’ve always told people, that your level of utilisation of Excel is largely dependent on much logic you can bring into your Excel problem solving solutions.

  148. This is a 100% helpful article about the solution for common problems.
    thanks

  149. You are such a very helpful teacher. thank you for this

  150. Love this wonderful method of teaching. Thank you very much sir. Long life

  151. Emirate says:

    i have successfully modified the code and used it in many excel files at work. Can we connect another workbook to this database and extract/modify/update? records.

  152. Novida says:

    very happy. thanks, buddy for this helpful place. love

  153. I just modified the code and used it in many excel files at work.

Leave a Reply

Excel is the best tool to use for database analysis. It refers to a combination of rows and columns, and these rows and columns are used for storing our data as records. The excel rows and columns are further divided into smaller cells where the record data is inputted. Excel records can be converted into a table to form an excel database, and this makes the life of a regular excel user easier.

When creating an excel database, you need to carefully design the excel worksheet to have proper info in the database format.

1. Open the excel worksheet

Before accessing any feature on excel, you have to launch an excel application and create a new worksheet where you will add your data. Click on the excel option and tap the «New» button.

2. Entering the data

When entering the data in the worksheet, each cell is used to input each data of the database. Firstly, label the heading properly of your data.

After

the headers of the data table are clear, you can start entering data on the cells below the respective column headings. However, carefulness should be observed when entering data to ensure you don’t leave a single row empty. Similarly, you cannot have an empty column between the data. Therefore, fill in the data carefully.

3. Select the inputted data

Once all the data is inputted, highlight all the cells that contain the information to be converted to a database. Click the left mouse at the beginning of the data and then scroll down until all the required data are highlighted.

4. Click the «Insert» button

On the ribbon bar, locate and click on the insert button. Then, click the table button located on the leftmost side of the insert section. Alternatively, you can use excel’s shortcut to access the table feature. By selecting the data and then pressing Ctrl+T.

Here you need to make sure the header check box is checked and the data range shown selected properly. If the table header is not checked, you can activate it by clicking on the small box located on the left. Once everything is completely set, click the «ok» button.

5. Customize the database table

Since we’ve created a table, we have the database ready now, and it can be used for further references. When you enter the data after the last column, it will expand automatically. Excel is fitted with features that enable users to edit and make the table more appealing. These features are found under the table design tab. For example, if you wish to give your table a proper name, click the Table name tab on the Design tab, edit it and input the proper name of your table and then save by clicking anywhere on the worksheet screen.

Go ahead and click the excel tools button, and then click the save button to save your database.

Create Database in Excel

Before getting into database creation, Let’s first learn something about databases in excel. 

You cannot at any instance enter data and leave a row between two entries empty. Here’s an illustration.

Some cells can be empty in a database and it is completely legal. Leaving a complete row empty, however, is illegal.

Furthermore, it is not a good practice when you leave a full column empty.

The reason you should never leave an empty row or column is that whenever Excel encounters such a gap, it treats the data after such rows or columns as a new set of database. Therefore, the functions you deploy would not be able to filter on the disconnected part.

Rows are called Records, while columns are known as Fields. Headings on the columns are known as Field names.

The following are steps to creating a database in Excel;

i). Start by creating a data spreadsheet in excel.

Ensure that the columns are properly headed. Columns are labeled alphabetically while rows are named numerically. 

1. Open the Excel Sheet on your PC. Click on one cell to insert header names. The Tab button on your screen helps you to navigate from one row to a column. Once through, the cursor will take you to the next row or column.

2. Enter data or import from other sources. For instance, go to the Home tab, find the Cells segment and click on the Insert dropdown button.  You cannot leave any row empty.

For data importation, look for the Data tab, look for Get Data and choose the destination of your data.

ii). Convert your data into a table.

Data should be converted into a table. Click on any cell with information and select Insert>Table. Ensure data is in the correct format. Once done, data will be directly incorporated, and click Ok on the pop-up table.

How to arrange data in your spreadsheet using excel.

1. Spreadsheet database using Simple Horizontal Gray cells.

For long, this method has been useful to excel users, and it is segmented into two forms. Horizontal and vertical modes.

The horizontal database on the spreadsheet is dated in one row. Dates on the column use monthly buckets. However, they could use any time required. The codes column uses general ledger accounts. Gray rows and columns are the most common features of simple cells.

2. Simple spreadsheet database vertical style.

One column of data is comprised of several fields. In this case, data is shown vertically.

Names are easy to allocate in this format. In a classic excel, select Insert, go to Name, and Create.

In a new excel, select formulas, proceed to Defined names, and create from the selection.

3. Excel tables

Typically, after setting tables, more columns and rows, are named automatically.

Look out for the following.

  • Data Arranged
  • Headers and Data

To confirm;

Select Insert

Go to Tables on the Create Table Dialog

Make sure that the table has headers and press OK

Excel will automatically name the tables i.e Table 1, Table 2 e.t.c

4. Tabular layout for pivot tables

Pivot tables have different benefits like exploring data that is relatable in excel. It returns sorted, sliced, and summarized data in spreadsheets.

Setting up a pivot database table to look like an excel table

Insert a pivot table using these simple steps:

  • Go to the Data Set and click any single
  • Go to Tables group, then Insert tab and click Pivot Table. Excel will select the data for you.
  • Click OK on the pop-up table.

The pivot table Fields pane will appear that will show the total amount of exported data. Drag the following: product field to rows area, amount field to value area, and country field to filters area.

  • Sort the table by accessing the cell inside the sum amount and clicking on it.
  • Right-click on sort and sort from right to left.

Excel is the go-to tool for creating spreadsheets and performing calculations with restricted data sets. For that kind of work, it’s invaluable. But can (or should) it be used as a database?

The answer from a number of cybersecurity experts is, roundly, ‘no’. This is not what Excel was intended for. Excel is useful for small tasks but not for handling large quantities of metadata.

One of the key issues is security: the software, while simple to use, easy to share and collaborate on, is not appropriate in providing any significant level of security or user permissions. It’s not designed to be multi-user, so simultaneous use can corrupt a file easily and cause performance issues. If several users do have access, multiple versions could be updated and stored independently, causing confusion over which version is the latest.

Secondly, used as a database, Excel has a limited capacity per sheet and can become unmanageable as the volume of data stored grows and must be segregated between multiple sheets.

Paul Norris, Senior Systems Engineer EMEA at Tripwire told TechHQ Excel was an “excellent tool” to report and filter data, but for large datasets, investments should be made into technology than can securely process large datasets and ensure accurate results.

“It’s not unheard of that organizations today use common tools to process data using desktop tools, however, it’s evident that there is a limit to how much data these tools can handle before it becomes unresponsive and potentially produce reports that may have missing data.”

Additional problems include lack of resiliency and potential data loss, he added, with limited controls on what can be deleted and restored if lost.

Excel spreadsheet blunder misses 16,000 UK Covid-19 cases

It came as a surprise, then, when it emerged today that a recent spike in COVID-19 cases in the UK over the weekend was due to a backlog caused by a Microsoft Excel error.

The ‘world beating’ Serco Test and Trace system is being run on Excel instead of database software – which has caused the latest issues.

Next they’ll tell us it’s run on Windows 95 and they manually back it up on floppy disks each night.

— Dr Rosena Allin-Khan (@DrRosena) October 5, 2020

As reported by Public Health England, 15,841 cases between September 25 to October 2 weren’t uploaded to the government dashboard, because column lists on an Excel spreadsheet reached their maximum size. This stopped new records from being added automatically.

For this reason, details weren’t passed on to the country’s test and trace system and, as a result, health officials are now racing to inform tens of thousands of individuals who may have come into close contact with those who have tested positive but weren’t properly reported.

The issue has since been “solved” by splitting the Excel files into batches.

When I first heard that cases were missing I thought “can’t be an Excel problem, the rows run out at 1,048,576 which is bigger than even total cases”.

I never thought they’d have a case per COLUMN. Unbelievable. And yes: Excel columns end at 16,384 aka “XFD”. https://t.co/To9b4qIuzD

— Matt Parker (@standupmaths) October 5, 2020

The UK government’s NHS Test and Trace operation cost approximately £12 billion (US$15.5 billion), with much of the work outsourced to companies like Serco.

Commenting on the use of Excel were a number of cybersecurity experts, including Richard Bingley, founder of Covent Garden-based Global Security Academy speaking to the Evening Standard: “It’s very easy to code in errors, which causes over corruption in the data,” he said.

“It’s surprising that these large population statistics are being collected, inputted, and stored in Excel. These are the types of development glitches that should have been ironed out before the system went live.”

actually amazed our world beating Test & Trace system is running on Excel when I assumed it was being done in crayon on a napkin

— dave ❄️ 🥕 🧻 (@davemacladd) October 5, 2020

Martin Jartelius, CSO at Outpost24, questioned how the storing of medical information in Excel could be viewed as “anything apart from the outmost temporary of solutions […]”

“It is not strange if this was the solution day one, week one, month one, but to see that it’s still in use and having hit the limits of its capacity is more than embarrassing. And to see that the solution has been to ‘split the file in batches’ rather than finding a proper solution to an actual problem even more so.”

The last thing the government saw before 16,000 coronavirus cases were deleted from their big Excel spreadsheet pic.twitter.com/zsGG8qsgpw

— Adam Smith (@adamndsmith) October 5, 2020

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