Form design help please

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Guest

I have sales people with associated accounts. For each of the accounts there
are
6 actions that can be taken. I would like to create a form that allows the
salesperson to enter a tally of each action taken on a weekly basis. I would
then need to report a accumulation sum of each action. Ideally, I would like
one form per sales person with a listing of their associated accounts and
actions per account so they could easily tally their actions. Is this
possible? How would I go about doing this? Right now I have it set up
through the Form Wizard, as I am not a VBA programmer, by individual sales
person. I created a table per salesperson as a basis for the form. Is there
an easier way using one table? Do I need to incorporate subforms?

Thanks for your help.
 
When to say "tally the actions" - what are the actions.

You can't "tally" text although you could make a report which shows the text
as (for example) a list, but your can't ADD it to make a cumulative total.
So, if the actions are some form of process eg. Telephone call, meeting no
"tally" is possible. BUT if the actions are numerical then you could make a
total and display this either on a form or report.

Bit more info and I'm sure it be worked around
 
Wayne-in-Manchester,

Thank you for responding. Here is what I want to accomplish. I have
multiple sales people responsible for multiple accounts. They report weekly
on accomplished actions, there are 7 of them. I want to create a form,
preferably where a combo box could be used so when the sales people pick
their name their accounts are displayed. The other option is to have a
separate form for each salesperson. They would then check or put in a '1' if
they accomplished an action(s) each week. I would them need to have a running
sum of each action reported on the form for the indvidual salesperson. I may
be out of my league on this one. I know it's possible, my weakness is I
don't know VBA.
 
You can create a search form by putting a combobox in the header by using the
combobox wizard. Make the third selection on the first wizard form and then
finish directing it to the salespersons table.
In the detail section of the form, place the account information in a
continuous form. I would create the account form using the wizard first then
add the search combobos to it..
One of the fields can be the Task that you fill via another combobox based on
a table of your 7 items. I would number each task and store the number in
the table. This is preferable because you will then limit the input to the
exact wording so you can tally.
For your final monthly tally run areport based on a crosstabs query with the
column headings being Task # and the row headings being the salespeople. You
data would be Count().

Hope this helps,
Bob
Wayne-in-Manchester,

Thank you for responding. Here is what I want to accomplish. I have
multiple sales people responsible for multiple accounts. They report weekly
on accomplished actions, there are 7 of them. I want to create a form,
preferably where a combo box could be used so when the sales people pick
their name their accounts are displayed. The other option is to have a
separate form for each salesperson. They would then check or put in a '1' if
they accomplished an action(s) each week. I would them need to have a running
sum of each action reported on the form for the indvidual salesperson. I may
be out of my league on this one. I know it's possible, my weakness is I
don't know VBA.
When to say "tally the actions" - what are the actions.
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