The final steps of the import process give you some choices. You can finish the import and start using your new table, or you can save your import steps for reuse. Typically, you reuse your import steps when your data needs regular updates. For example, say that every Friday afternoon, the marketing department gives you an Excel file with current data. You can rerun the import and quickly overwrite your old data.
What's more, you can save even more time by creating a task in Outlook when you save your import steps. The task will remind you to perform the import, and give you a button that lets you do the job with just a single click.
These steps and the picture show you the basic process. You'll walk through it in more detail during the practice session.
In step 5 of the wizard, enter a name for your new table in the Import to Table
box and click Finish
. That starts the Get External Data
dialog box again. If you want to stop now, just click Close
. But, if you want to save your import steps, keep going.
Select the Save import steps
check box. That starts an additional set of controls.
Enter a name for your steps in the Save as
box, enter an optional description of your steps in the Description
box, and if you don't want to create an Outlook task for the import, just click Save Import
If you want to create an Outlook task, then after you finish step 3, select the Create Outlook Task
check box and click Save Import
If you decide to create a task, a screen for the task appears after a moment. You can save and close the task, or you can set options for it, such as how often it reminds you to import data. The practice session at the end of this course explains how to set common options for the task, and how to run a saved import from Access.