Access / Excel 交叉：我应该将电子表格附加到记录中吗
我目前有一个陈旧的客户记录系统，我正在努力改进它。
对于每个客户端，我都有一个目录，在该目录中我为每个作业包含一个目录。每份工作都有一个电子表格，我用它来存储他们的个人详细信息，并根据他们的需求进行计算和成本核算。 反过来，我也有链接到电子表格的 Word 文档，电子表格会相应地自动更新。电子表格也导出为 pdf 格式，
我正在尝试在 Access 中构建客户记录数据库，非常简单。 对于每个新客户，我需要能够将适当的电子表格添加到他们的记录中，根据他们的详细信息更新电子表格，使用电子表格计算他们的成本等。我不想重复输入相同的信息，并且希望一个内聚的系统，数据在 Access 和 Excel 之间传递。
使用这两个包应该很容易做到吗？
I currently have an archaic system of client records that I am trying to improve.
For each client i have a directory, in that directory i include a directory for each job. Each job has a spreadsheet that i use to store their personal details, and run calculations and costings specific to their needs.
In turn I also have word documents that are linked to their spreadsheet which automatically update accordingly. The spreadsheet is also exported as a pdf as well
I am trying to build a database of customer records in Access, straight forward enough.
For each new customer i need to be able to add the appropriate spreadsheet to their records, update the spreadsheet accordingly with their details, use the spreadsheet to calculate their costings etc.. I do not want to enter the same information repeatedly, and would like a cohesive system, with data being passed between access and excel.
Should this be easy enough to do with the two packages?
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根据您上面的描述，我想提供以下评论：
迁移到 Access 数据库绝对是一个好主意，并且对于您当前创建/存储客户记录/作业的方式会更有效。< /p>
我建议设计数据库作为作业管理和工作管理。计费系统也是如此——这样您就可以不再需要单独的电子表格。如果您使用数据库来记录/计算客户的成本，那么您还可以设计必要的查询/报告来消除 Word 文档。为了给您一个想法，也许可以查看此 Office 模板：http://bit.ly/bXLXhl
但是，具体回答您的问题：Access 2007 及之后的记录具有“附件”字段类型，可用于执行您所要求的操作。但是，重申我上面提到的内容，我认为这样做不会为您提供使用数据库的任何增强的好处。
问候，
大卫
Based on what you have described above I'd like to offer the following comments:
The move to an Access database is definitely a good idea and would be more efficient to how you are currently creating/storing client records/jobs.
I would suggest designing the database to serve as a job management & billing system too - that way you could do away with need for the individual spreadsheets. If you used the database to record/calculate costings for clients you could then also design the necessary queries/reports to do away with the Word documents as well. To give you an idea, perhaps check out this Office template: http://bit.ly/bXLXhl
However, to specifically answer your question: Access 2007 onwards has an 'attachment' field type for records that could be used to do what you're asking. But, re-iterating what I mentioned above, I don't think doing it this way would provide you with any of the enhanced benefits of using a database.
Regards,
David