Designing A Proposal/Quote Reporting Database
Feb 2, 2006
As a basic user of Access I believe I have identified a use for the program for the purposes of a reporting task which I am charged with at the moment. We undertake the weekly tracking of proposals, which involves in brief, the action required for the bigger proposals, the teams involved in writing the proposals and follow up information as well as registration of wins and losses etc.
At the moment we use Excel but I am finding it extremely labour intensive with entries having to be removed and captured by only one person on a weekly basis and when you are talking about 40 to 50 new proposals registered nationally in a week and about 100 updates on existing jobs it becomes a perpetual case of chasing your tail.
Am I right in thinking that if we were to design a simple, effective database with a form design that all our research directors could use with ease, and we could merely run reports off each week that this would not produce a far quicker reaction time when it comes to pooling international resources but also far more effective reporting system with which to produce our management summaries?
I am aware that this will probably require quite a bit of consultation on design but before I go shouting the merits of Access to any of my superiors I wanted to make sure I could be confident of Access's capabilities first?
Can anyone advise? point me in the right direction?
Many thanks!
Lisa H.:confused:
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Aug 25, 2004
Hi
I am after a MS Access Database that will allow me to do up quotes and invoices for my small computer business does anyone know of any free access databases that will allow me to do this
If you know of any can you please let me know via email matthew01@gmail.com
Thanks
Matthew
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Aug 19, 2005
Could someone please give me some help with designing a database in access.
I know excel really well, and took a class on access, and have tried a few times to get started with access but always to no avail.
I have a company that installs real estate signs
1. we have about 200-300 agents (which represent about 10-15 offices)
2. 3 things can happen to 1 sign -
-1. installed the first time (charge)
-2. have a sold sign, for sale sign, or flyer box put on(charge)
-3. Finally removed(free, no charge)
-4. the date would have to be tracked on all of these occurences
3. We have about 10 products or things that can be put or hung on a sign.
I can set up the offices and the agents, and link them just fine. I can set up the products and do the work detail. The problem I have and cannot figure out is trying to bill or invoice this. Some agents are billed individually and some agents don't get billed, there office gets billed as a whole. Could someone please offer some insight on how maybe to go about this from the beginning.
Thanks for any help
Josh
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Jul 17, 2007
Hi
I've been asked by someone at work to design a "no brainer" gui for an access database but I am a complete newbie with regards to this - sure I can do simple queries to filter the information I what in design view but this is something else.
How can I design a gui that can be clicked on or is executed when the mdb icon is clicked that will allow people to access from a drop down box the area they need information about and then have to option to either have the information exported to excell or in a summary report to be printed off. Should I use the form wizard or the report wizard - though none of them seem to do what I want.
I've set up the database from the excell spreadsheets they gave me containing activity figures per operational region. The regions are listed in the first column and I wanted a drop down box to list them.
We have 6,000 entries on the database. These cover 8 regions with some regions containing maybe 500+ entries. As mentioned the regions are listed in column one of the database.
When I select the regions column in a drop down box instead of getting just one entry per region, I get every single entry for example 500 for region 1, 200 for region 2 etc. In other words it is reading the rows not grouping them according to region which is what I want
How do I group them so Access only includes one entry per region on the drop down box and what is the best way to design the gui to give the results I am after?
Thanks
Andrew
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Oct 1, 2004
Good day,
I am in the process of creating a database in Access.
I need some advice on designing the table structure.
I have 10,000 products.
There are 40 product types.
Some fields are the same for all products. (I.E. description, price).
Some fields are unique to the product type.
I am thinking this:
1. Have a table called products with all 10,000 products including description, price, producttypeID and productID.
2. Have a table with producttypeID and ProducttypeDescription.
3. Have 40 tables with ProductID and fields that are unique to that category of product.
Is this the right way to go about it?
Thanks in advance.
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Sep 1, 2005
Hi guys, i need help with a sample database, and wondered if anyone could tell me the entities and how to calculate the prices etc. If anyone could attempt starting the database off for me it would be appreciated too!!
Here is the spec!!!
You are required to produce and document a design that meets the requirements of the McDuffs Burgers scenario:
The corporate office of McDuffs Burgers has asked you to design a database to help track its restaurants and managers. The database is to help the management show the total annual sales of each restaurant and the performance of each manager, as measured by the totals annual sales of all restaurants for that particular manager. Each restaurant is supervised by a single manager, but a manager is also responsible for several restaurants. The company stores typical personnel data (name, salary, and so on.) for each manager as well as basic data for each restaurant such as the telephone and address of each restaurant, its size in square metres, and total annual sales for the last fiscal year. The company would also like objective ways to measure the performance of a manager such as the total revenue for which they are responsible, the average annual revenue per restaurant, the average annual revenue per square foot, etc.
The database should also track the orders that are placed by individual restaurants to the corporate office for various food supplies. Each order is associated with a specific restaurant, and of course, a single restaurant will place multiple orders during the course of a year. The company uses a standard set of product numbers, product descriptions, and associated prices that applies to all restaurants. Each order can specify several products, and a single product may appear in several orders. The database should be capable of computing the total cost for each order.
Deliverables
1. Entity definition for each entity.
2. Entity Relationship Diagram, which must show entities, relationships and membership.
3. Relationship definition for each relationship.
4. Relations (This must include for each relation the primary and foreign keys).
5. Data Dictionary.
Furthermore:
You are required to implement the design (produced in the first part of the assessment - McDuffs Burgers - Database Design), by designing and creating queries, forms, reports and any supporting code. Revisions may be made to the design in the implementation process.
You should note the management of McDuffs Burgers has little experience of database systems and wish to be advised on the information the system can produce.
They require example reports demonstrating the capabilities of the system to:
- Aid the day to day operation of the business.
- Provide appropriate management information.
You must also implement an appropriate user interface to the database easy to use.
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Nov 1, 2005
Hello,
Hoping some one could assist me? I am busy designing a database which I am going to put in access.
I have designed the tables and am now not sure how to link them. I was given an excell spreadsheet with headings and am now trying to make this into a database. Example : I was given Co-ordinator Name - Which I now split up into:
Co_First_Name
Co-Last_Name
Co_Initials
Co_Area_Code
Co_Tel_Number
Co_Mobile
Co_Email
Now there other fields like this , for example Regional Manager Name - which I have split up as above into a seperate table.
These fields all relate back to one Code - Called District
There are also a fields which needs to show the a fee required the fee paid and fee outstanding/balance .
The rest of the information required I can create check boxes for , I hope!
Anyway my question is how do a relate all these different tables together?
This is my mental block. And the check box tha information - is it stored a another table? I hope I am explaining my self correctly and I hope some one can make sense of my question
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Feb 14, 2012
I want to design a database for an educational instution environment. My problem is knowing what tables to create and how to link them. I know for example that an instructor can teach more than 1 course and a course can be taught by more than 1 Instructor. This makes it a many to many relationship which is not remommended. I know that there has to be another table to bridge these 2 tables. I want to know what is a suitable name for this 3rd table and what example fields it should contain besides the the Keys form table 1 and 2?
Now here is the over all problem:some instructors teaches more than 1 subjectsome subjects are taught by more than 1 Instructorsome Classes are taught by more than 1 instructorsome instructors teach more than1 classSome classes do more than 1 subjectSome subjects are done by more than 1 ClassSome classes are done at more than 1 locationThis is what is needed:
To be able to enter student grades and attendances by classThe marks sheet should be entered in a subform displaying the full student names list for a particular class at a time.
2. To be able to display the marks and attendance of students as a class list.
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Dec 16, 2005
I want to make my Intro of Database. When I open it. Just like you open NorthWind(Sample) database.
How to Remove the Title WIndow of Form.With all sides just like in NorthWind.
also removed the Record Navigation (|< < 1 > >| >*). I saw every option in Form Properties but didnt find.
Please Let me help in this Regard.
My second Question If I only want to remove Record Navigation only.But Title window displays.
May be from first question I can also get my answer.
Thankful in this regard.
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Oct 25, 2014
I have to design 2 databases base on some data that was given by my instructor but I feel like I'm missing something on both specially the 2nd database. I have attached my work so far as well as the instructions and the existing data..
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Nov 18, 2007
I am student, in high school, and I have to make a stock database, for ITGS, so as to receive my IB diploma.
I have created forms so as to enter stock information, and customer information, but I have no idea, as to how to connect them, so as to create an order summery and invoice. I started by creating 2 tables, one for the books, and one for the customers. I then made 2 other tables, one being an order table, and the other the linking table between the order and the books (see relation.jpg). I created a form so as to input information, but I can’t seem to get it to work, (see form.jpg)
Ideally, I would like the end-user, to select the customer's name, from a drop down list, and then for the rest of the customer information to update automatically, then, for the end-user to select a date, and finally the end-user to select books from the stock. Once the end-user has finalized the selection, they would ideally press a button, which would automatically print out an order summary/invoice (Maybe a report?)And that would also automatically reduce the quantity of the books in stock by one.
I have no idea as to how to do this and I would really need someone’s help, seeing as I have less than a week to hand this in by (The deadline is Monday 16th November 2007)
Here are the images
form.jpg - http://img30.picoodle.com/img/img30/5/11/18/f_formm_78d6ea7.jpg
relation.jpg -
http://img03.picoodle.com/img/img03/5/11/18/f_relationm_6280f62.jpg
Thanking you in advanced
CJ M
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Dec 6, 2013
I am attempting to normalize an existing database. I've created the table structures necessary and now I'm designing a query that will update the new field in my primary table: "LabelBaseProduct" with the primary key from my new table: "tblBaseProduct" where the old field from my primary table: "tblLabels.BaseProduct" equals the description field from my new table: "tblBaseProduct.BaseProductDesc".
A visual of my tables:
tblLabels (Main table)
- LabelID
- BaseProduct (old field with text data)
- LabelBaseProduct (new field, needs to be updated with PK from tblBaseProduct)
tblBaseProduct (new table)
- BaseProductID (PK and FK to tblLabels)
- BaseProductDesc (Field that should be matched to tblLabels.BaseProduct)
I tried to design a query using design view of the query design and this is what I have:
Code:
UPDATE tblLabels, tblBaseProduct
SET tblLabels.LabelBaseProduct = [baseProductID]
WHERE (((tblLabels.BaseProduct)=[tblBaseProduct].[BaseProductDesc]));
When I attemted to run the query it told me that it was going to updated over a million records. I only have just short of 2k records in my database.
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Sep 13, 2013
I want to build a database stored on a server which can be used by our employees as basis for their Excel pivot reporting
The idea is as follows:
I make a query that will get selected data (via odbc) from several Progress database tables of our ERP system and write them to one MS access table
The idea is to run each night at midnight a query (append or make table) via a schedule and gradually build a huge database table holding sales details
This table will be used as basis for the Excel pivot reporting .These reports are currently run directly on the ERP system's database which slows things down
Question:
1. Is it possible to automate the queries (perhaps via scheduler or 3rd party program ?
2. what would be better to use an append query that adds data or a maketable query which constantly replaces the data ?
3. How many ODBC connections on a MS Access database can I have at the same time ?
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Dec 18, 2014
I have two numbers, i need to calculate how much percentage of one is the other. E.g
num_1 = 100
num_2 = 10
percent = 10%
Users enter a dollar amount (retainer) and my code should calculate the percent of the total proposal amount.
Actual Code
Private Sub cmdSubmit_Click()
Dim intProposalTotal As Double 'if i use interger i get "overflow" error
intProposalTotal = Nz(DLookup("ProposalTotal", "qryPropsalTotalForRetainer", "proposal_id=" & Me.proposal_id), 0)
[Code] .....
billing_retainer_percent is formatted to Percent with 0 decimals. In the actual table Type - Number, Format - Percent, Field Size - Single. What i get is 100% instead of 10%.
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Feb 28, 2006
I've been asked if I can create a database which will act as a quote generator.
There will be 5 components to make up the whole product. However, the options available for components 3, 4 and 5 will be dependant on the components chosen for 1 and 2.
i.e. there may be 5 options for each component.
If part 1a is chosen, then only parts 2c, 2d and 2e will be available. If part 1a and 2c are chosen, then only parts 3a and 3d are available and 4b, 4d and 4e are available.
...does any of this make sense?????
My question is... can anyone tell me how I should create the tables and the relationships to enable me to create a database like this. I am completely stumped.
It may be that this is completley beyond me, but i'd like to at least be able to give it a try.
Any help would be appreciated.
Thanks
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Feb 17, 2005
I have been trying to create a Quote form in my Database. I have a list of products, each product then has a table that details prices based on quantity breaks (i.e 500 to 999 and 1000 to 1999 etc.).
In my Form I am unable to create a subform in datasheet view that will enable me to select a product from a combo, type in a quantity and for the price to be displayed based on the quantity?
Has anyone managed to achieve this? I would love to see the code and put it into practice.
Many thanks
Nik
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Nov 13, 2007
I have a string with one or more double quotes in it. How can I remove the double quotes? (I was able to remove single quotes.)
Example: Purchase "other items". (This the data in a column.)
I want to change it to Purchase other items
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Jan 6, 2005
Hi,
When trying to update an access membership db where expired members are
being set to 'inactive' the script keeps hanging up with a runtime error
when the first or last name of the member
has a single quote in their name (eg O'Neil)
Any ideas where to look to fix this would be appreciated.
Regards
Justin
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Aug 31, 2003
i have an error:
Error Type:
Microsoft OLE DB Provider for ODBC Drivers (0x80040E14)
[Microsoft][ODBC Microsoft Access Driver] Syntax error (missing operator) in query expression 'Products.Catalogs LIKE '%[a-z]%' AND (Products.ItemName LIKE '%t'ai%') AND ((Products.NewItem = True) OR (Products.HotBuy = True)) ORDER BY Products.ItemName'.
/webdev/flaghouse/NEWITEM_List_Main.asp, line 149
this results when search terms contain a ' (SINGLE QUOTE). i've tried to double up all of the SINGLE QUOTES in the code and still get an error.
heres the CODE:
' check if keywords entered, split comma-delimited list into array of keywords
If Request("Keyword") > " " Then
theKeyword = Request("Keyword")
listKeywords = split(theKeyword,",")
maxCounter = ubound(listKeywords)
whereClause = "Products.ItemName LIKE '%" & listKeywords(0) & "%'"
FOR counter=1 TO maxCounter
theKeyword = listKeywords(counter)
whereClause = whereClause & " OR Products.ItemName LIKE '%" & theKeyword & "%'"
NEXT
SQLString = SQLString & " AND ("
SQLString = SQLString & whereClause & ")"
Else
theKeyword = "None"
End If
if anyone sees anything amiss, please let me know. i'm at wit's end!!
thanks. please email me at: URL. again, thank you in advance for your help.
kwc
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Mar 16, 2008
I am using DoCmd.TransferText to import a CSV file to a new table.
The problem is some of the fields contain quotation marks which really messes things up for me later on.
Is there some way I can go through the whole table and remove them?
Maybe a Query?
Or VBA?
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Oct 24, 2013
I am trying to isolate a field with quote marks (").
WHERE (((dbo_AC_ECONOMIC.SECTION)="));
but that does not work..
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Jan 3, 2006
ok basically im creating a quote system that will show users prices from one destination to the other destination based on the size of the vehicle..
you can see a similar quote system used on the following website..
http://www.londonairporttaxi.co.uk
there will be three main tables..
Airport Table
airportID - primary key, autonumber
airportNAME - text
the airport table will consist of 5 records..Heathrow,Gatwick,Stansted,London City, Luton
Town Table
TownID - primary key, autonumber
TownNAME - text
the town table will contain a list of postcodes, maybe 50 or so (n1,n2,n3,n4,e1,e2...)
Car Table
CarID - primary key, autonumber
CarNAME - text
the car table will consist of 4 records..Saloon,Estate,MPV,Executive
now what i need to do is create a similar quote system like there is on the url above..
my original idea would be to do something like this..
Have three tables that contain the quotes for each type of car..the first two listed here will work i think..
Airport2TownQuotes Table
quoteID - primary key, autonumber
carID - foreign key from car table
airportID - the airport Pickup, foreign key
townID - the town Destination, foreign key
price - currency
Town2AirportQuotes Table
quoteID - primary key, autonumber
carID - foreign key from car table
townID - the town Pickup, foreign key
airportID - the airport Destination, foreign key
price - currency
however.. for airport to airport quotes.. the resembling table would look something like this..
Airport2AirportQuotes Table
quoteID - primary key, autonumber
carID - foreign key from car table
airportID - the airport Pickup, foreign key
airportID - the airport Destination, foreign key
price - currency
but you cannot place the airport id twice in the same table..(this maybe a case of simply renaming the airport fields in this table such as airport1, and airport2.. but can you still link them and enforce integrity if the fields have different names?)
also one example may be Heathrow to n1 is £30... this does not mean however that n1 to heathrow will be £30.. this is why i need to separate the quotes in this way.. for the 3 possible journeys (airport to airport, town to airport, airport to town).. also the quotes will be different for each car type..
anyway.. i shall be using asp to create a similar quote system on my website.. but i just need to get the final layout of the database sorted.
thanks in advance for any help.
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Sep 19, 2006
Hi Folks,
I'm sorry to be stupid, here, but I can't get this to work. I have a parameter query that forms the basis for a report. To get the value for the query, I have a form on which the user selects the value they want from a combo box (cboProgram). The values in the combo box include all of the programs used in the file plus a value called "All" which means - just include all the records. My problem is that when "All" is selected in the combo box, no records are returned.
Things to mention:
"All" has a value of 1 in the lookup table.
I tried the query with the actual values and it works fine. The problem is when I try to do it from the combo box.
My first attempt was to put:
iif([forms]![frmFormName]![cboPrograms]=1, "*", [forms]![frmFormName]![cboPrograms]) in the criteria for that field in the criteria box for lngPrograms.
Access' response was that the criteria value was too complicated to resolve.
So, I noticed that I wasn't saying 'Like "*"' in the first part, but if that's the problem then I can't get the numbers of quotes right. I also tried switching the iif statement around and saying <>1,[forms]..., else some version of 'Like "*", but that didn't work either.
Then I queried around the forum and found a recommendation to make a function to return the value, so I did the following:
In the criteria for the field in the query:
IfAll([forms]![frmFormName]![cboPrograms])
And in a module:
Public Function IfAll(ProgSel)
Select Case ProgSel
Case 1
IfAll = "Like ""*"""
Case Else
IfAll = ProgSel
End Select
End Function
I'm still not getting it. If "All" is selected, value = 1, then no recorsd are returned. Can anyone help me out please?
Gratefully,
-D
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Apr 28, 2005
I've been searching all the forums and unable to find my answer. What I want to do is show on a form the average quote for the specific model number.
On the form there is customer info, product info, etc. I want to see the average of what we have quoted every other time we have seen this product (we do repairs). The identifer for the product is the model number, Model#, the quoted cost is PRICE. I've used this function before, DAvg("[Price]","Repairs","[Model#]='013003020'") - which of course gives me the average for one specific model number (013003020). How would I use a similar function but have it do the average for the model number that I am viewing on the form?
If I am able to do that - I also need to find a way to not include nulls and zeros from the Price field.
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Jul 8, 2013
I am creating an access database to store customer details as well as quote information. I have created a form to input quote details that our office can complete when a customer calls to complete a quote. I need to create a form that opens as a new form every time we click on the form to input a new quotation. How do I do this? At the moment when I click on the form, the form opens but the details of the last quotation are stored on the open form.
I have no training in access at all and am self taught so far so by no means an expert.I also want to create a form that allows you to search for particular quote numbers, so if someone calls and asks about a particular quote number we click on a page that says 'search quotes', input the quote number and the form opens with all the details of that quote.
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Feb 5, 2015
I know that you can insert comments and notes in VBA code using a singular quote, like the following:
Code:
'Comment about what the code does
Is there a similar way to insert comments in the SQL of queries? I found other forum posts that say this isn't possible but those were all for pre-2010 Access. Has this changed at all?
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