Viewing Your Stock Portfolio Data in Microsoft Access by Linking to an Excel Spreadsheet

In this video, I'm going to teach you how to take your stock portfolio data from Excel and view it in Microsoft Access by linking to the workbook file, cleaning up the unnecessary data, and adding calculations where needed.

Spencer from Las Vegas, Nevada (a Platinum Member) asks: I watched your Stock Portfolio for Excel video last night. Very informative and helpful. Thank you. Is there any way I can pull that data into Access? I know how to import Excel files into Access but the names of the stock are missing and I get a ton of blank lines and garbage where the calculations are. Help?

Silver Members and up get access to an Extended Cut of this video. Members will see how to make a nice pretty interface in Access, including conditional formatting, just like we had in Excel. I will also show you how to use VBA to refresh the data in the Excel sheet and get update stock prices on demand without having to open the sheet. We will then use a timer event to refresh the data automatically at whatever interval you choose. We'll also make a button to open the Excel sheet in case you want to make changes (you buy or sell stock, etc.) And by popular demand we'll do something cool with TempVars that everyone keeps asking me about.

MEMBERS VIDEO:
   • Stock Portfolio in Access - Control E...  

BECOME A MEMBER:
YouTube:    / @599cd  
or My Site: https://599cd.com/THMember

LEARN MORE:
https://599cd.com/StockPortfolioAccess

LINKS:
Excel Stock Portfolio: https://599cd.com/StockPortfolio
Access Expert 20: https://599cd.com/ACX20

COURSES:
FREE Access Beginner Level 1: https://599cd.com/Free1
$1 Access Level 2: https://599cd.com/1Dollar

FREE TEMPLATE DOWNLOADS:
TechHelp Free Templates: https://599cd.com/THFree
Blank Template: https://599cd.com/Blank
Contact Management: https://599cd.com/Contacts
Order Entry & Invoicing: https://599cd.com/Invoicing
More Access Templates: https://599cd.com/AccessTemplates

ADDITIONAL RESOURCES:
Donate to my Tip Jar: https://599cd.com/TipJar
Get on my Mailing List: https://599cd.com/YTML
Contact Me: https://599cd.com/Contact
TechHelp: https://599cd.com/TechHelp
Consulting Help: https://599cd.com/DevNet
Twitter:   / learningaccess  
https://en.wikipedia.org/wiki/Microso...
https://products.office.com/en-us/access
https://microsoft.com/en-us/microsoft...

KEYWORDS:
microsoft access, ms access, #msaccess, #microsoftaccess, #help, #howto, #tutorial, #instruction, #learn, #lesson, #training, #database, tracking stocks in access, get latest stock data in access, stock portfolio, stock dashboard, pull live stock data, track your portfolio, investment portfolio tracker template, stock prices in access, stock quotes, control excel from access, link excel to access, link access to excel

QUESTIONS:
Please feel free to post your questions or comments below. Thanks.