Tables :: Database To Track Budget Changes Within Organizations
Sep 19, 2013
I am new in Access 2010 and need table design schema. I am creating a database to track budget changes within our organizations.
1. We have 3 division (West, East and Central).
2. Each division will have 5 Organizations (Office, Campus, Operations, IT and HR)
3. Each Organizations will have multiple sub-organizations
4. The budget start with the sub-organizations - which is break down by cost center and sub cost center.
I created a table in a budget database without a autonumber field. I then inserted a autonumber field after creating the form by inserting a row in the table which works fine in the table, now i want to use a text box on the form with BudgetID from the autonumber field to give me the total amount of records in the database but the autonumber field is not in the record source dropdown.
I am attempting to develop a DB to track hardware assets, e.g., servers, switches, storage devices, etc... I am at the very beginning of the development/design process. I haven't gone beyond the paper stage yet. I am trying to figure out how I would set up the main Asset table so that when I put in a particular vendor, the model field will list models only for that specific vendor. i.e., when I put in IBM in the Vendor field I will only see IBM models in a drop down for the Vendor_Model field.
I'm pretty sure this will involve a Lookup field. But, how do I restrict the lookup of models. Would that be with a query?
I run a soccer league where we track players attendance for each game. I currently do it on a spreadsheet where each game date is a column and each player is a row. We also track which team they play on at each game (they can play on different teams different weeks). I currently have a second tab in the spreadsheet to record which team a person plays on each week.
Setting up a table of fields for this is relatively easy. The problem comes to data entry. I want to be able to visually see the data like I can in a spreadsheet (names in rows, dates in columns, intersections containing either team name or whether attended) and whilst a cross-tab query gives me the layout, I cannot input data in a cross-tab query.
I am creating a database that tracks current projects for my team at work.
Some projects are only due once (e.g., mailed brochures due on 1/1/14) and some are due at scheduled intervals (e.g., status report due monthly, quarterly, etc.)
Ultimately, I'm hoping that my end result will allow us to click on a form and look at what everybody has due that day, in the next 7 days, and so forth.
I have a database tracking a budget. It is like a cash boom. I have deposit and make payments. Supplier, invoice# etc. I would like my form to show a running balance of my deposits and expenditure.
Im fairly new to MS Access and have recently created a simple database to track the details of people in my department.
The database is on a shared drive and the idea was that when the details of the individual change, they open the database themselves and edit the appropiate field.
However, is it possible to track the changes that people make over a certain period (ie every month).
I have been using Excel to keep a daily track of when people are in to work, but the number of persons employed has increased and it is taking too much time to manually input data into the sheet.
I am looking at Access and I would like to know if what I want is possible.
The fields I would need are , Name , Date , Time worked(1 for a full day and 0.5 for a half) , Reason worked, and funded by(inside/outside organization)
I would like to make a template of form that has the following options.
1. The ability to select a date (possibly through a calendar selection) 2. Select one or multiple different persons from a list 3. Possibly two check boxes (full/half day) - that when selected input a 1 or 0.5 into the database 4. A text entry for reason worked. 5. Another check box for inside/outside funding that reflects the time worked in step 3 and that can be queried to see how many total days funding was given.
Trying to modify this calendar database to track employee leave. I need the calendar form (frmCalendar) to show all employee leave on the calendar using the "Show All" command button on click event. This works if I specify a uID (UserID from employee table) in the code, but only for that specific employee. I need all employees at the same time up on the calendar so I can see if there is more than one employee off on any given day.
Events or leave is populated on the form through "Private Sub DisplayEvents" and the mdlCalendar module.
I have built a table off a form that is being used for record keeping and my question is.... This table will be constantly updated with new information so how can I make it to where when new info is added the old info will not be removed or written over?
All; using Access 2010. I need to have some kind of way to track changes based on different field name.I have a client table with field data like Fname, Lname, SSN, Address, Zip, Phone, DateOfBirth, Current Rate, TotalRate, Status and Importdte. I have an import into the database every month and I update this table with data that is new based on the SSN with an append query. The import also has the names of those that exist in the client table until their status changes. In addition to appending new data every month; I would like to append any changes the existing client has. For ex; If an existing client has an address change, I want to append this data to the table but keep the existing address and have a Change date equal to the Importdte. In essence; I want to build a kind of history table that when I pull up a client; I can have something like a tab on a form with the changes and when it happened.
I'm developing a database that tracks monthly metrics of employees. These employee are at several different locations.
Here's what I would like:
A table of the employees and their location.
A table of the metrics.
A form that you can select an employee and it would autofill the location and then you could fill out the metrics. the ability to change an employee's location without it effecting past records.
A report, by month and location of the employee's metrics. (pretty sure I can do this on my own, just can't get to this point.)
I've tried to use a auto lookup query but that then changes the employees location on past records.
I'm trying to design a billing and invoicing database and can't seem to figure out how to link the tables and track the payments made by customers. How can I proceed to track the payments and make payments applicable to certain line items or invoices? If the line item hasn't been paid, it needs to show up on the next invoice and be included in the total due.
I can use barcode scanning to track items through the process, on the condition that the relevant field on a form is highlighted.
The issue is I want the scanning/tracking with wireless scanners to be going on in the background while an operator can use the other functions of the database.
I'm thinking the solution is two computers, one to run the barcode scanning & tracking the other for the rest of the database functions. The problem is we only have one work PC and getting money for a new PC will be like pulling teeth.
In the case of a system that keeps track of checking in and out (e.g. library books), where is the archive data stored? If a person makes 30 trips to the library, obviously one record will be the current visit - but where do you keep the 29 other visits?
Do you create a separate table for old check-outs: Current_Check_Out and Archive_Check_Out?
Or do you just leave the data in place and as-is: All_Check_Outs?
I am trying to make a database that will keep track of invoice backlogs for different locations within a company.
Each day a report file is imported into an Access database (2010), and a query will display all locations with the backlog count of invoices for each of them. Something like:
Code: Location Backlog 00001 84 00002 53 00003 26
Now I would like to be able to store historical data in a new table on a daily basis so that it will be possible to see how the backlogs have fluctuated over time for a given location, but I am not sure how I could do this. I was thinking I could make a table with one row for every date and one column for every location, but then I am not sure how I would populate this table based on the query that shows the results based on the most recently imported report file.
Hello, I am using MS Access 2003 and creating a inventory management database for a Hotel Chain. However, i am a bit lost on creating a budget for each hotel in the chain, as each hotel has a bugdet of say £200,000, and each time an order takes place it must take this away. If anyone has any ideas...
I am using Access 2003 and am in the process of building a database for the process of recording invoices there are three properties one of which has three schedules.
I have created a query that has budget amounts.
Another query that brings up the amount spent by code.
What I want to do is have the budget figures with the amount spent by code beside it, I can do this but it does not include any items which have zero spent in them so far.
Any pointers regardless of how simple they sound would be gratefully recieved I am newish to building databases.
I have a table that a created to calculate a running balance.
Fields look like this.
Desc = Text - Description of transaction Type = Text - Combo Box Debit or Credit on Form Amount = Currency - Obvious Date = Date/Time - Obvious
I have two questions. In my form I have the combo box for debit/credit. I want to have the amount field to be either negative or positive depending upon what is selected for the type field.
Secondly, I would like to create a running amount. I have a field in my form for the amount. How would I link it up to create an amount.
I am trying to create a database that keeps track of deficiencies in various logs and reviews of the logs. Each log is required to be reviewed by two individuals (determined by their title) everyday. I am trying to make the review table populate with a required review daily and then when the supervisor does his review he will update a checkbox to indicate that the review is complete. I would then query and update the calendar for which supervisors are still required to perform log reviews.
I'm just wondering if anyone has made a very advanced budget management program using just access?? I tried to make one for myself but I just want it to advanced for my little knowledge of access. I would love to be able to keep track of all my expenses including everything bought from groceries to hair cuts. I would love to be able to take my receipt from walmart and enter everything bought and the price for each item. Then I would love to be able to at anytime search for soap and thing with soap in the Item name will be displayed with the location and the date and price. This way I can keep track not just what I spend on groceries but what I spend on mountain dew or what i spend on hamburger in a given time. This is just way to complicated for me! I hope someone can help me out here maybe give me a shell and let me try to fill in certain parts or if someone already has one that works kind of like this maybe i could just change a few things to the way i want it! I really appreciate this!!
I am dealing with 12 months budget with all evenly distributed numbers. However, there are some departments have unevenly distributed numbers for 12 months. I would like to take out the rows with unevenly numbers. how should I do it? Or what criteria? I am a basic Access user.
I am trying to prepare a mini budget program in ms access for my personal use in my office , but every time i fail to do so, my tables are as under
Field Name Properties Code ID AutoNumber 001 Cash 002 Bank 846 conveyence dt: Date/time Code text (list selected by drop-down list) des Description Bill currency yearly Budget currency quartlyBudget currency
Query Question:
Group Aggregate function in my Budget data base file
trying to create an update query to Budget table using the Access Design View:
Field: PctSls (in tblBudget) Update to: [Expense] / [Sales]. The update query always returns 0. However, if I create a Select query using the same calculation, the correct results is displayed. PctSls is defined in the Budget table.
I haven't worked with Access (2003) for several years but this seems too simple to be causing me such frustration. (Was only a casual user even then).
I'm trying to set up a simple query that links four tables. However, the tables are extremely large, all in excess of 1.5GB each so I had to split the tables up into four separate DBs. I've tried the following with no success:
1) Link the 4 tables in the DB which contains my primary key. This quickly inflates increases the file size above 2GB and won't let me go any further.
2) Build a remote query to connect the four tables. This looked promising until I tried to run the query and it became evident that it only knows to point to the last database source that you specified.
I'm running everything locally on my C drive. The data source are simple text files (1.6 million rows) from the FDA website.
