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Break Free from Data Slavery!!!

  • Writer: Pedro Castellanos
    Pedro Castellanos
  • Nov 8, 2023
  • 3 min read

Introduction: Data Slavery: A Silent Struggle

In the world of corporate data management, there exists a silent majority of unsung heroes - the Excellians. They toil relentlessly, day and night, wrangling data to serve the insatiable appetites of reports, analytics, and data-hungry systems. They are the human duct tape, bridging the gap between what the system should do and the real-world data demands.

These dedicated individuals find themselves stuck in a never-ending loop, running the same data routines daily, sometimes even multiple times a day. Their mission? Extracting information from Mainframes, ERPs, CRMs, Tableaus, and various other data sources, only to slice and dice these elements, concocting a data stew in their workbooks. They apply vlookups, formula acrobatics, and race against the clock to produce the final dataset that feeds the Tableau report or system interface.

If you resonate with this reality and have felt confined within the grids of Excel, fear not – I have your back. I used to be in your shoes, paddling data while feeling like a crew member on a Viking ship, enduring long hours, and even sacrificing weekends, all for the sake of someone wanting to know how things were performing.

Eventually, my fatigue and a spark of curiosity led me to discover a way to liberate myself from this data slavery, often without lifting a finger, or merely by pushing a button and watching my data factory perform its magic. Chances are, you too have this potent tool lying dormant in your PC. We're talking about a Microsoft product often misunderstood and overshadowed by Excel – the forgotten sidekick, MS Access.

I can already see the skepticism on your face, thinking, "Can that 'thing' actually help me?" Well, Microsoft got one thing right – its name. Access truly provides access to a world of data manipulation possibilities. It's not just a database; it's a data clipper and hub, with the power to link different file types and databases to its ecosystem, treating them all as if they were local tables, even though there's no actual data hosting within it.

Let me illustrate this with a real-life example:

Imagine you need to regularly update a report that combines sales data and sales forecasts. Sales data is sourced from your ERP system sitting on an Oracle database, while the Marketing department operates within an MS SQL Server. Each day, you extract data from system A, obtain the necessary data from system B, and then engage in a complex Excel juggling act, using vlookups to create the desired layout for your pivot or other analyses. You're perpetually enslaved by the never-ending cycle of dragging and shoving Excel files.

Now, with Access, you can link both tables using ODBC connections and your credentials. Drag these tables onto a query canvas, join them, manipulate the fields, replicate your Excel formulas, apply filters, and test the query until it mirrors your requirements. You save it. And you do this only ONCE.

Next, go to Excel and establish a connection to your newly created Access database. Select your final query as the source for your pivot report. Data flows seamlessly; you perform your charting, and you're all set. Save it. And you do this only ONCE.

Later, when that annoying guy from Marketing arrives with last-minute adjustments to the forecast, you won't break a sweat. Open your Excel, hit refresh, and the data updates instantly. That's it! Excel wakes up Access, Access does its magic, and your data is delivered back to Excel.

Embarking on a journey of data wrangling in Access isn't just about escaping data slavery – it's also an excellent way to learn about data pipelines and ETL (Extract, Transform, Load). The techniques and tricks you master in Access are transferable to ETL tools. If it works in Access, it's likely to scale up seamlessly, whether on a larger platform like SQL Server or even Databricks. I can vouch for this because it was my own career path – the path to becoming a data aficionado, escaping data slavery, and finally breaking free from the clutches of Excel!

 
 
 

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