Trying to use ADODB with Excel VBA (Office 2021) and connection strings to aggregate expense data (date, category, amount) from ~6 closed Excel workbooks into a summary showing amount by category for each calendar year (to get a year-by-year comparison). Each workbook has roughly 1k lines of data, contains data for a single calendar year and will have common and potentially unique categories (~50 total).
My current line of thinking is to successively aggregate the data of each workbook (already working),
then combine them in a separate recordset that has three columns (year, category, amount). This means creating a new recordset and copying existing records in a loop for each workbook (I can determine the year from the first record or from the workbook file name). Given the small number of categories, this isn't a lot of data. Trouble is, I don't know what to do at this point to create the summary report. I think I could dump everything into an array and massage the data with VBA, but I'm hoping there is a more elegant way to do it.
Suggestions??
P.S.
The combined recordset will look like:
The summary report will look like the below and reside on an Excel sheet. Note: some of the categories for some years will be zero.
My current line of thinking is to successively aggregate the data of each workbook (already working),
Code:
"SELECT CATEGORY, SUM(AMOUNT) FROM " & ExcelExportNamedRange & " GROUP BY CATEGORY"Suggestions??
P.S.
The combined recordset will look like:
Code:
Year Category Amount
2022 Food 500
2020 Travel 4300
2021 Food 352
2020 Food 756
2020 Misc 345
etc.Code:
2022 2021 2020
Food 500 352 756
Travel 1500 8000 4300
Misc 34 856 345
etc.
