Soliciting Expert Guidance
Jun 20, 2006
Good Morning,
I am new to Access and I welcome expert guidance on the relationships of my database. The database will be used to track employee training and although I've enjoyed limited success so far I'm hoping that eventually I'll get it right.
The database has to do just a few things so it doesn't have to be very complicated. It basically has to store employee, training event, and completed training event information. The attachment shows the tables and their relationships.
The are basically two types of training that the database needs to store. The first is training that applies to everyone and the other is training that only applies to certain job specialties. These types of training are identified by the ProjectMandatoryCode and the JobCode respectively.
The ProjectMandatoryCode is a default value that is automatically entered everytime a new employee is entered into the database (EmployeeInfo table) and it is also a default value when a training event is entered into the (TrainingEventInfo table) that applies to everyone. The employee JobCode is a selection when a new employee is entered into the EmployeeInfo table.
When the user wants to enter a training event that is job specific, they are able to select a JobCode from a combo box/option group and this code is written to the record. Selecting one button from the option group writes a default value (ProjectMandatoryCode) to the TrainingEventInfo table while selecting the other button enables the combo box so that a specific JobCode can be entered against the event.
Everything works fine except... so far I've been unable to produce a report that lists every training event that pertains to the employee whether it be ProjectMandatoryCode or JobCode related. I can query and produce completed events or a list of what events are required but nothing that is complete. Ideally, I should be able to produce a complete training plan for the employee which shows all necessary events and where the employee has completed the task I should be able to show the DateCompleted.
This failure has led me to doubt my table relationships since all my efforts at various query joins have failed. Is there anyone who could enlighten me so that I could learn from this, complete this task, and apply this new knowledge to future databases? To the person with the answer, thank you in advance for your assistance. Respectfully,
Dale Gagnon
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Nov 5, 2007
Working on a database that tracks codes, descriptions etc.
One of the items they would like is a 'change' report.
On this report, they would like it too list 2 things. They would like it to list if any entries that refer to a expired edit type (determined by the end date field).
Then if the code was updated to a new edit type it would display this too.
So the report would look something like this.
If the code that refers to a expired edit type, and has no update it would say
code# removed <then list the edit type that expired>
or
If a new entry for that code was created with a new edit type, it would say something like
Code# Changed from <old edit type> to <new edit type>
Is this possible?
I'm not even sure how to visualize it, so hard time moving forward with it.
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Sep 25, 2005
I need to be pointed in the right direction if you don't mind. I understand underlying database structures pretty well, but I am not sure how to create a form in Access so the user can enter new data. I am tring to create a form based off of the classes table first and then go from there. I was hoping to be able to allow the end user the ability to enter all information from one form.
I have attached the relationship structure that I have setup but I am not sure where I need to go next. Should I create queries and then insert the queries to my form?
Thanks for help
Steve
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Dec 1, 2006
I have two tables in my database.
Table 1 contains telephone numbers and rates per minute
Table 2 also contains telephone numbers and rates per minute
I am trying to check the rates in one table against the other.
The problem I have is that the telephone numbers in each table are of differing lengths.
For example ......
Table 1 contains telephone number 01234 567890
Table 2 contains a rate for numbers starting 01234 5
I have split the numbers in Table 1 in to 0, 01, 0123, 01234, 012345, 0123456, 01234567, 012345678, 0123456789 and 01234567890 but I am stck on how I can now use this to match to data in Table 2.
In 'words' I would like the database to 'say' ...
0 in Table 1 - Is there a match in Table 2, if so what is the rate? If not then look for .....
01 in Table 1 - Is there a match in Table 2, if so what is the rate? If not then look for .....
012 in Table 1 - Is there a match in Table 2, if so what is the rate? If not then look for .....
0123 in Table 1 - Is there a match in Table 2, if so what is the rate? If not then look for .....
01234 in Table 1 - Is there a match in Table 2, if so what is the rate? If not then look for .....
012345 in Table 1 - Is there a match in Table 2, if so what is the rate? If not then look for .....
etc etc etc ....
The numbers in Table 2 are varying in length.
Can anyone provide guidance on database design and / or help with writing queries ?
Many thanks !
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Apr 18, 2007
A simple personal database created by me is to be deployed on a home network having two PCs. I did splitting to FE and BE. The BE shows only tables. I would like to have the guidance of experts in this forum for the following:
1. Whether BE to be copied first in the host PC?
2. FE to be copied in the other PC?
3. After copying the Access DB how to link FE and BE between the two PCs?
4. Whether data entry, edit, search etc. possible from both the PCs?
5. If I test with dummy records, how do I delete dummy records, from BE or FE?
Shall be grateful for help.
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Dec 11, 2007
Hey everyone,
I'm new to access, I have been using Excel for quite a while and I am familiar with VB and macros.
I have never been much of a book learner, mostly hands on, which means a lot of reverse engineering to figure out why/how things work.
I have a scenario, and found a DB that had some functionality that I liked and I had reverse engineered it to do a lot of what I want.
Where I need some guidance:
1. on my opening form (Clients) I would like to be able to type in Client Number and have it return the correct info.
2. in my Who Has It is there a way to do data validation (or dropdown box) I mean I only want them to be able to enter valid names not crazy stuff like MickeyMouse.
Thanks a bunch!
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Dec 28, 2005
Hi everyone,
First off sorry for jumping in and asking questions on my first post. I have been searching the net templates and answers and while it has got me so far I still cant find specifics I'm stuck on and would appreciate any help.
I have an access design project to do for uni. To give you some background I've done some VBA programming in excel and have a good grasp of office and windows but haven't really used access before.
I have got Ms Access Inside out (bit over my head) and Ms Access Step by Step and have been working through their tutorials which have helped my understanding of access but dont arnt really specific enough to my project (or maybe i'm missing something)
The Brief is as follows:
"You have been instructed to design and develop and information system to capture students module choices for the business school. The system will run on MS Access and be supported by programs written in visual basic. Spec is as follows:
The system should be designed so that students can automatically select their options for semester 1 and 2 from a screen which will indicate to them whether they have broken any of the following constraints:
-> choose 30 credits in both first and second semester
-> business 2 cannot be selected unless Business 1 is
-> Programming 2 cannot be selected unless programming 1 is
-> Decision making and Data analysis share topics so students cant do both
-> Bus Finance and Corp Finance share topics so students cant do both
There is a table with 7 module options for each semester and their credit weight, either 10 or 20.
The outline is deliberately vague, 20% of marks will be for supplementary features that will enhance the systems functionality and usability.
------------------
Based on the examples I have worked through, I see it like a basic ordering system:
3 tables
Customers (Students)
Products (Modules)
Orders (Chosen Modules)
I need a database that will let me input customer information (that I can do)
Then allow me to Create an order for the customer Using a form that lists the products available from the products table
When Creating the order, with the form, rules need to be enforced to ensure the order is valid (ie certain products are not chosen together, the products value adds up to 30 for semester 1 and 2).
Once the order is complete a report is generated to show the products ordered (modules chosen)
Is this the right way to look at the database design?
I see the module choice form as having all the modules listed and tick boxes, however the only order forms I have managed to find have drop downs, any pointers here?
Am I right in thinking it would be VBA that will allow me to set and enforce the rules on module selection? If so any pointers on how?
Is there a way to get VBA to validate the inputs on the order form in real time, eg grey out one selection if another is selected, not allow more module to be ticked than 30 credits. I guess the code can be looped to do this? or is it easier to check the inputs after ok is pressed then give a warning box if its incorrect.
Again apologies for coming in on my first post and asking a torrent of probably basic questions, but I have tried my books and the net and would appreciate any guidance
Kind Regards, tom999
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Dec 6, 2007
Hello,
Does anyone know of a listing or a publication/website where I can place an ad for an expert to develop an Access database? We need someone to do this work for our organization.
Thanks.
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Jan 9, 2008
I work for a property management compnay and they have put me in charge of coming up with a way to go some what paperless. What they are wanting is a way to enter a work order for a particular client (i.e description of work to be done for maintenance). This would then need to be printed in a report to be faxed over to the workers. This info would then need to be pulled out and placed into an invoice where, where items could be entered such as items bought ets.
My company is willing to spend thousands for software, but I think it is insane. to do so.
I was thinking that surely this could be done in access. I have an understanding of how access works (forms, reports, tables, etc.) but I have never designed one like this.
It does not have to be complex and it does not have to have a lot of formulas, I was thinking that the total could be placed in field when the invoice info is entered. Only really calculation would be adding the total of the items.
Anyway is this something that can be done relatively easily by someone with my experience, or is this to complex.
Thank You for your time
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Feb 17, 2008
I am an inexperienced user, part of my job is to up date data files daily, have been doing so for 7 months. Problem arose when I accidentally deleted a link and required IT assistance trying to locate where it had gone--
that's when we discovered that I was not updating the company-wide server but a separate shortcut that a previous (and briefly employed individual had created).
Now IT and I tried a few tricks to combine or join the data I had entered (this could be history of up to 2000 assets), but have not figured out just how.
I have backed up my data on a thumb drive to prevent loss in case of my hard drive accidentally failing or crashing due to weather, now I need advice on how to put that data into the main Access data base--w/o having to do it all manually again.
Does anyone know how to do this?
I would greatly appreciate your help!
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Oct 30, 2007
I'm kinda lost in here so I'd appreciate some help in pointing me in the right direction please. I've no doubt the answers are out there but I'm having trouble finding what I need, probably because I don't know how to frame my questions!
Basically the story is this - there are three guys covering various aspects of the business, they each visit three separate locations - all guys visit all locations. We have made a "big plan" that has 14 key deliverables in the locations as a "region" .
For each Key Deliverable there will be Actions, some Actions will be done in all locations, some might only be needed in one location. Each owner will describe the Action and link it to the Key Deliverable it supports.
What we want to do are things like
Take Location 1 and Guy A and show all the things he is doing to support Key Deliverable X.
or
Show all the Actions in Location 2 that are being done to deliver Key Deliverable Y by all Guys.
That sort of thing - progress reporting and identifying where we have nothing happening to support a Key Deliverable or too many actions in one Location etc
We have all our plans in Excel spreadsheets at the moment, each guy fills in a sheet and at present the idea is that we copy and paste it into the mother of all spreadsheets to present to the Gods - it's not happened yet because it's clumsy and well, it's my job to present it and I thought "there's gotta be a better way!" I can import the sheets into Access but then it all gets a little tricky and I run out of tallent.
OK so if you've read this far you're wondering if I have any idea what I'm talking about when it comes to Access! Well I am pretty much self taught and rusty but I can see that Access could help us get organised and
My limitations - I'm using standard Access 2007, I doubt corportate IT security would allow me to add in any useful plug ins or upgrades etc.
Am I using the right tools? I'm limited to MS Office really so I mean should I stick to Excel or carry on pursuing an Access solution?
Thanks for reading this far :-)
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Oct 19, 2005
I have a situation. In completing our Annual Report for our Accrediting body for my school, it requires us to complete a 'Completion and Placement Chart'. This chart was provided to us in Excel. The problem was that we needed a system to automaticaly update this chart as the year progressed so we can visually see our completion and placement rates. With this, I created an Excel sheet with the Completion and Placement Charts and made it so it can be updated as I entered a students information in.
Although it does calculate the data properly, the process is extremely ugly. It is terrible in appearance, function, and by all means, far from user friendly (I understand it, but it takes some explaining to do for someone else). This Workbook that I created houses almost all the information I need with the exception of it being entirely unsafe and far from being secure and data entry is a nightmare.
So, this brought me to Access. I created a database for this purpose (first time using access as well). It works like a dream in storing all the data that I need and keeping it safe. I needed to have a 'Placement Tracking Document' for each student outlining the students information for the accrediting body. This was done wonderfuly in Access and could not be accomplished through Excel (that I know of). However, I NEED to have Access tally all the information in the 'Completion and Placement Charts' like the Excel Workbook does. I need to keep the exact format of the 'Completion and Placement Chart' because it is a standard form in Excel and I can not steer away from it.
How can I get my DB in Access to comunicate with the 'Completion and Placement Charts' and have it automatically tally like my workbook???
I have attached some screen shots of my database and the entire Excel Workbook (Its edited because of confidential data) so you can understand a little of the chaos.
I rarely used Excel and never used Access until now. It took me nine months to create what I have because I was learning as I went. The books that I purchased to help me out do not touch this subject nearly enough (Access Cookbook, Access for Dummies and VB & VBA in a nutshell).
My point is, any help or direction in where to get thorough information on how to acomplish this is more then welcome. Any comments on what I have as well is more then welcome (negative or positive).
Thank you thank you thank you thank you in advance!
Oh, and use the buttons in the Excel Workbook to navigate.
John D :confused:
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Jun 19, 2005
The question is whether or not to normalize the fields "Place of Birth/Place of Death" in my 100'000 records famous people data base. So far, 15'000 different birth places are deployed. Only 3'000 of them are used more then once, that is to say from 2 to a maximum of 1000 times (New York City). 12'000 birth places are therefor used only once up to now. So, a table of 15'000 places would need a 3-digit (all characters used) or even a 5-digit (numbers only used) identification. In the latter case the ident would often be longer than the returned value (Wien, Oslo, Rom, it's in german, you know). Furthermore, instead of just entering a birth place like "Novodny Chomarowsky" I had to search the table of places whether or not the entry has been used yet. Please supply strong pro-normalization-arguments.
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Feb 13, 2008
Greetings Access Geniuses,
I am currently in the midst of conversation over at utteraccess.com about a large database project I am working on.
I will post the most recent updates here, but if you want to download the database for your own review, you'll have to go over to the other forum. By the way, this is NOT an advertisement. I am a real person with a real, significant, and immediate need of as much assistance as possible for this project.
Before I go on, a few things about me. Though I am in the legal profession, my technological background is very strong, including a high level of proficiency with MS Office apps with the exception of Access. I know my way around the program (the result of its homogeneity with the rest of Office), but have not made a real database in the past. I also do not know any programming languages.
I have recently indulged in an Access crash course of sorts, including some book and online study on things like planning, design, and normalization, but I am still having difficulty wrapping my head around making it work.
That said, the link to the other discussion is: [W W W DOT]utteraccess.[ADD DOT COM]/forums/showflat.php?Cat=&Number=1590364&page=0&view=collapsed&sb=5&o=&fpart=all&vc=1
Feel free to gloss over it to see how things have progressed. Below is a paste of my most recent substantive post. Any help anyone can give me is of great value to me and I really, really appreciate it.
_____________________
Hi Everyone,
Attached is the most updated version of my database project for your review. I have also attached a sample of the output we would like to have for each product. This sample is not based on actual data, but it clearly shows what we are trying to achieve via a form of some sort. More on this in a minute.
The following changes have been made to the DB:
-Changed tblTrustProspectusVersion to include the appropriate data, based on our business model.
-Added descriptions to all non-PK fields.
-Created relationships to illustrate how things fit together. Note that these are NOT the actual relationships, but are for illustrative purposes to help everyone here (including myself) further understand how things fit together.
Our Business:
I am part of my company's legal department. Our team handles a number of different things primarily associated with Securities and Exchange Commission (SEC). filings. We have two major product lines. Everything that happens with one in this DB happens with the other as well.
Each product within a product line has certain features and other necessary information we need to see when doing our filings (see the attached sample output). These features and necessities include, but are not limited to, various statuses, various numbers associated with the SEC, various important dates, etc.
In addition, each product has a certain "fund lineup" associated with it. These funds are made up of two components: the name of the fund (aka "portfolio") and the name of the subadvisor to that fund.
Futher, each of these funds is associated with a certain Trust. The SEC requires us to send prospectuses to clients based on these Trusts, which, as I mentioned, are comprised of the said funds.
Basically, we need to be able to select a product from a drop-down list and have all of the aforementioned information populate instantly.
Before I close, one question with respect to my "tblProductFeatures". Like I mentioned, each product has a certain set of features associated with it. Each feature has a certain fee associated with it. These features come in four basic categories: Living Benefits + fees, Death Benefits + fees; Maintenance fees (just short list of the possible fees); and 12b-1 fees (another short list of fees).
Since the features can be so easily broken down, should I add them to their own tables?
Please consider this as you give your advice on how to acheive my desired goal.
I hope this makes sense.
And again, thank you all so very much for your help thus far.
Best,
Gilbert
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Nov 1, 2004
please see post #4
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Mar 14, 2005
I have a very simple SQL stmt
Select * from MyTbl order by MyID
The error: "Syntax error in ORDER BY clause"
If I remove the order by clause, it works. Now, I have been programming for 30 years and for the life of me, I cannot figure this one out. It is my first use of 'order by' on this ISP so I am assuming there is a server thing? Can anyone suggest to me what this might be? Thank you very much.
-Extremely Frustrated (Ken)
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Jun 28, 2006
I am trying to execute the SQL below (tested in other programs, works fine) but access is giving me the "join expression not supported" error. How can this query be used in MS Access? I have tried breaking some of the joins clauses into separate queries, but I can't get it to work and it is making things much more complicated. Also note that moving the join conditions to the where clause could impact performance (this is a very large DB) Could I execute this via code somehow? Thanks.
SELECT lp.loan_id, lp.days_delinquent, lp.current_balance, pc.product_name
FROM mtgwl.loan_payment lp
inner join mtgwl.deal_loan_relation dlr on
lp.loan_id=dlr.loan_id
and lp.time_out='9999-12-31-23.59.59.0'
and lp.as_of_date='2006-04-30'
and dlr.time_out='9999-12-31-23.59.59.0'
and dlr.type='DEAL'
inner join mtgwl.deal_loan_relation pdr
on dlr.deal_id=pdr.loan_id
and pdr.time_out='9999-12-31-23.59.59.0'
and pdr.type='PRODUCT'
inner join mtgwl.product_control pc
on pc.product_id=pdr.deal_id
and pc.time_out='9999-12-31-23.59.59.0'
and pc.product_name='GSAMP 2003 AHL'
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Jun 28, 2006
I am trying to execute the SQL below (tested in other programs, works fine) but access is giving me the "join expression not supported" error. How can this query be used in MS Access? I have tried breaking some of the joins clauses into separate queries, but I can't get it to work and it is making things much more complicated. Also note that moving the join conditions to the where clause could impact performance (this is a very large DB) Could I execute this via code somehow? Thanks.
SELECT lp.loan_id, lp.days_delinquent, lp.current_balance, pc.product_name
FROM mtgwl.loan_payment lp
inner join mtgwl.deal_loan_relation dlr on
lp.loan_id=dlr.loan_id
and lp.time_out='9999-12-31-23.59.59.0'
and lp.as_of_date='2006-04-30'
and dlr.time_out='9999-12-31-23.59.59.0'
and dlr.type='DEAL'
inner join mtgwl.deal_loan_relation pdr
on dlr.deal_id=pdr.loan_id
and pdr.time_out='9999-12-31-23.59.59.0'
and pdr.type='PRODUCT'
inner join mtgwl.product_control pc
on pc.product_id=pdr.deal_id
and pc.time_out='9999-12-31-23.59.59.0'
and pc.product_name='GSAMP 2003 AHL'
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Oct 3, 2005
Hi,
I hope someone can help me, I have a database compiled from different sources which means that information in fields that need to be linked are written differently, meaning that I can't just simply make a relationship between them.
The two tables I would like to link are,
Table 1 has the fields OCCUPATION and AMOUNT and contains over 740,000 records.
Table 2 has the fields COMPANY_NAME and TICKER and has 500 records.
I need to find a way for all COMPANY_NAME fields in table 2 to be cross-referenced with the OCCUPATION field, so if COMPANY_NAME is part of the string in the OCCUPATION field then the TICKER (of that company) can be attached to the record in table 1 (specifically to AMOUNT).
The problem is that the OCCUPATION field is not written in a standard form and can include either only the occupation, only the company name, or both in either order.
I can make a seperate query for each company by using as criteria "like "*[COMPANY_NAME]*", but then I would have to do this 500 times!!! Is there a way to automate this?
The final purpose is to link the AMOUNT to TICKER so as to find the sum of all the amount associated with a company.
I really hope you can help, I have little programming knowledge and it will save me the time of making 500 seperate queries. The final use is for my thesis studying private contributions in the american elections.
Thanks in advance (I hope),
Onur
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