Planning
One of the main planning steps is rendered unnecessary by the fact that your client requires the application to run in Excel. Since the source data exists in an Access database, that decision is also made for you. With these decisions made, there are two general approaches we can take to this project:
Write VBA code that runs in Excel. The code would start with a blank workbook, perform the steps necessary to open the database table, extract the required data, and then create the numerical tables and the charts from scratch.
Create a “dummy” workbook that contains the necessary tables and charts, but with no data (or only fake data). Then, write VBA code that runs in Excel, with the code serving to extract the required data from the database ...
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