{"id":3388,"date":"2015-05-18T08:10:43","date_gmt":"2015-05-18T13:10:43","guid":{"rendered":"http:\/\/www.mdmproofing.com\/iym\/weblog\/?p=3388"},"modified":"2015-05-24T17:33:09","modified_gmt":"2015-05-24T22:33:09","slug":"excel-or-access","status":"publish","type":"post","link":"https:\/\/www.mdmproofing.com\/iym\/weblog\/2015\/05\/excel-or-access\/","title":{"rendered":"Excel or Access?"},"content":{"rendered":"<p>It was a hard truth to learn, and it took years for me to learn it, but facts is facts:  <\/p>\n<p><b>There are times when Excel just isn&#8217;t the right tool for the job.<\/b><\/p>\n<p>Now, Excel and I get along swimmingly.  I&#8217;ve devoted hundreds of hours to learning its &#8220;ins and outs,&#8221; and I regret none of that.  To this day, I still get a little giddy when I discover a new function that&#8217;ll be useful to me somehow.<\/p>\n<p>But darn it, Excel just isn&#8217;t the right tool for managing data &#8230; especially if it&#8217;s relational data. (&#8220;Relational data&#8221; meaning that data in this table over here has a specific relationship to data in that table over there &#8230; and maybe even more tables of other data beyond that.)<\/p>\n<h3>Excel Was My Best Friend.<br \/>\nAccess Was a Weird Guy Across the Street. (Nobody Talks to That Guy.)<\/h3>\n<p>I can&#8217;t remember when I was first introduced to Excel &#8212; probably the mid- to late-1990s &#8212; but I was a fan from Moment One. I also can&#8217;t remember when I was first introduced to Access (the database program Microsoft bundles with its Office suite), but it was probably ten years later, if not more. It took me a long while to figure out why anyone would bother with Access. Excel was SO much easier to learn and implement for whatever tasks I had at hand. In fact, at my Day Job, while Excel licenses were utilized by just about every employee in the place, it wasn&#8217;t until a few years ago that Access licenses were made available &#8212; and even then it was by request only.<\/p>\n<p>So without knowing it, early in my career, I was trying to shoehorn Excel into doing data-management jobs for which it wasn&#8217;t really built. One particular spreadsheet I created, maintained, and added data to over 15+ years, across multiple worksheets &#8230; only to find out last year why it should&#8217;ve been exported to an Access (or similar) database long, long ago. <\/p>\n<p>(When you need to search for, say, multiple part numbers across about 20 separate worksheets, you figure out pretty fast just why a good relational database is as valuable as it is. And why Excel isn&#8217;t good for that AT ALL.)<\/p>\n<p>So now I have this Excel spreadsheet with 15 years of work-related data crammed into it. It&#8217;s not unusable by any stretch, but depending on the searching that needs to be done, it can be, uh, ungainly. At best.<\/p>\n<p>For THAT data-management job, I should&#8217;ve used Access. I&#8217;d be much better off now.<\/p>\n<h3>Excel vs. Access: Which Tool for the Job?<\/h3>\n<p>So, having lived and learned, here are MY thought processes for deciding whether to use Excel or Access for any given job:<\/p>\n<ul>\n<li>If it&#8217;s a numbers task, and you want pretty charts and complex calculations run on the data, then <b>Excel.<\/b><\/li>\n<li>If it&#8217;s a flat-file, one-table sort of database, then either <b>Excel<\/b> or <b>Access<\/b> might do the trick.<\/li>\n<li>If it&#8217;s a multi-table database with no relationships between tables, then <b>Access<\/b> is probably a better choice. But Excel could be workable. (Especially if complex searching is not required.)<\/li>\n<li>If it&#8217;s a data-driven task, which will rely on text, numbers, text and numbers, or other file types being <i>accumulated, modified, and analyzed over time<\/I>, then <b>Access.<\/b><\/li>\n<li>If you need to implement strict controls on non-numeric data which users enter and\/or modify, then <b>Access<\/b>.<\/li>\n<li>If your data needs to have relationships (e.g., this table shows part numbers, and that table shows work operations, and the two tables are somehow &#8220;related&#8221; in use and\/or search-ability), then <b>Access.<\/b><\/li>\n<li>If the end result of your data requires complex queries, searches, and filters, then <b>Access.<\/b><\/li>\n<\/ul>\n<p>Note that these aren&#8217;t hard\/fast rules. They&#8217;re just how I approach the problem now. You see, I&#8217;m all the time watching folks try to make Excel handle jobs which would be much better suited for a database program of some sort. But suggesting such a thing (&#8220;What? But I already know Excel!&#8221;) is almost always dismissed out-of-hand. At some point, I&#8217;m afraid, they&#8217;ll be sorry.<\/p>\n<p>Hey &#8212; just because you CAN whack a nail into a two-by-four with a heavy Swingline stapler doesn&#8217;t mean that&#8217;s the way you OUGHT to do it.<\/p>\n<div class=\"note\">ASIDE:  Hey, people look at me like I&#8217;m nuts when I tell them that Quicken is 80 percent database, 5 percent math and calculations, and 15 percent bloat and unnecessary features. But it&#8217;s troof. Quicken&#8217;s database back-end is the workhorse!<\/div>\n<p>Here, by the way, are Microsoft&#8217;s thoughts on the issue:<\/p>\n<p><span class=\"article\">Office.com: <a href=\"https:\/\/support.office.com\/en-us\/article\/Using-Access-or-Excel-to-manage-your-data-09576147-47d1-4c6f-9312-e825227fcaea#bm1\">Using Access or Excel to Manage Your Data<\/a><\/span><\/p>\n<p>Much wordier than mine, but very thorough, and worth a read-through.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>It was a hard truth to learn, and it took years for me to learn it, but facts is facts: There are times when Excel just isn&#8217;t the right tool for the job. Now, Excel and I get along swimmingly. I&#8217;ve devoted hundreds of hours to learning its &#8220;ins and outs,&#8221; and I regret none [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[60,35,62],"tags":[],"class_list":["post-3388","post","type-post","status-publish","format-standard","hentry","category-access","category-excel","category-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Excel or Access<\/title>\n<meta name=\"description\" content=\"Excel or Access? What&#039;s the correct tool for the job at hand? Choose wisely, or you might regret it years from now.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.mdmproofing.com\/iym\/weblog\/2015\/05\/excel-or-access\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Excel or Access\" \/>\n<meta property=\"og:description\" content=\"Excel or Access? What&#039;s the correct tool for the job at hand? 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