Help with database

  • Thread starter Thread starter Jenni
  • Start date Start date
J

Jenni

I need to create a database that lists companies, with dates items done by,
money paid, notes etc. Thats okay, but I need to retain the previous years
records and start a new year off fresh. How would I do that?
 
Jenni,

It sounds like you have never created a database so I'm going to suggest you
start here...

Jeff Conrad's resources page...
http://www.accessmvp.com/JConrad/accessjunkie/resources.html

The Access Web resources page...
http://www.mvps.org/access/resources/index.html

A free tutorial written by Crystal (MS Access MVP)...
http://allenbrowne.com/casu-22.html

MVP Allen Browne's tutorials...
http://allenbrowne.com/links.html#Tutorials

Sample data models...
http://www.databasedev.co.uk/table-of-contents.html

AFTER you review and RE-review the above you need to set up some tables...

tblCompanyProfile
cpCompanyID (PK - AutoNumber)
cpCompanyTypeID (FK - Long ~ relate to tblCompanyTypes)
cpCompanyName (Text, 75)
cpSalutation (Text, 4)
cpFirstName (Text, 50)
cpMiddleInitial (Text, 2)
cpLastName (Text, 50)
cpCredentials (Text, 20)
cpNickname (Text, 50)
cpEIN (Text, 20)
cpPositionTitle (Text, 50)
cpAddress1 (Text, 30)
cpAddress2 (Text, 25)
cpCityID (FK: Text, 20)
cpStateID (FK: Text, 20)
cpPostalCode (Text, 15)
etc...

tblCompanyTypes
ctCompanyTypeID (PK - Autonumber)
ctComapnyType

tblCompanyActivities
caDate
caPriorityID (High, Medium, Low)
caActivityID (FK - Long - relate to tblActivities)
caNotes (Prefer you don't use a Memo field data type here)
caDone (Yes/No)

tblActivities
aActivityID (PK - Autonumber)
aActivity

....without more information that's as far as I can go.

--
Gina Whipp
2010 Microsoft MVP (Access)

"I feel I have been denied critical, need to know, information!" - Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

I need to create a database that lists companies, with dates items done by,
money paid, notes etc. Thats okay, but I need to retain the previous years
records and start a new year off fresh. How would I do that?
 
I need to create a database that lists companies, with dates items done by,
money paid, notes etc. Thats okay, but I need to retain the previous years
records and start a new year off fresh. How would I do that?
Click to expand...

Store all the data in one table, with a date/time field. "Start the new year
fresh" by basing your Forms (and where necessary reports) on Queries selecting
the desired date range.

Having separate tables for each year makes sense for a spreadsheet but no
sense at all for a database!
 
I'm still pretty new to Access myself but I would think you could keep
entering all of your data on one table but then use queries and reports to
sort and view the data by year. Maybe this isn't what you're looking for
but thought I'd throw it out there.
 
Hello Jenni,

The learning curve for Access is long and steep. It will take a long time to
be able to do it yourself. If you need a database up and running quickly, I
can help you. I provide help with Access, Excel and Word applications for a
very modest fee. I can build the basic database you need for you for a small
fee. Once you have the database up and running, you can add to it if you
want on your own. If you want my help, contact me.

Steve
(e-mail address removed)
 
Steve said:
Hello Jenni,

The learning curve for Access is long and steep. It will take a long time to
be able to do it yourself. If you need a database up and running quickly, I
can help you. I provide help with Access, Excel and Word applications for a
very modest fee. I can build the basic database you need for you for a small
fee. Once you have the database up and running, you can add to it if you
want on your own. If you want my help, contact me.

Steve
(e-mail address removed)





.
Steve,
Click to expand...
I'm new here but I've been warned about your tactics, who would want to
pay a complete stranger for help that is free? At elevated fees? I notice
you don't respond to any of these posts which just makes your case less
reputable.
 
Steve said:
The learning curve for Access is long and steep. It will take a long time
to be able to do it yourself. If you need a database up and running
quickly, I can help you. I provide help with Access, Excel and Word
applications for a very modest fee. I can build the basic database you
need for you for a small fee. Once you have the database up and running,
you can add to it if you want on your own. If you want my help, contact
me.

Steve
Click to expand...




Stevie is our own personal pet troll who is the only one who does not
understand the concept of FREE peer to peer support!
He offers questionable results at unreasonable prices.

These newsgroups are provided by Microsoft for FREE peer to peer support.
There are many highly qualified individuals who gladly help for free. Stevie
is not one of them, but he is the only one who just does not get the idea of
"FREE" support. He offers questionable results at unreasonable prices. If he
was any good, the "thousands" of people he claims to have helped would be
flooding him with work, but there appears to be a continuous drought and he
needs to constantly grovel for work.

Please do not feed the trolls.

John... Visio MVP
 
Thank you for all the help. It has been years since I made a database and by
all means still a newbie. I have created what I wanted with your help.
 
And we are glad you got what needed...

You're welcome!
Gina Whipp
2010 Microsoft MVP (Access)

"I feel I have been denied critical, need to know, information!" - Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

Thank you for all the help. It has been years since I made a database and
by
all means still a newbie. I have created what I wanted with your help.
 
What help did visio john give you? Perusing this thread shows visio john
gave you absolutely no help which is typical of all his appearances in the
newsgroups.

Steve
 
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