A little help required

[maffew]

Hi there one and all,


I am completely new when it comes to Access databases and came across this site - which seems to be full of knowledge.

I am working on a project and was hoping you guys/gals could give me some hints/tips/advice as to ways and methods.

I am basically working from an Excel sheet and looking to converge across into access.




As you can see, there are sum fields where calculations are required.

I have attached a sample xls file, just to enlighten you a little.


Obviously, if there is something out that there is similar to my requirements, I'd be most greatful if you could point me in the right direction! If not, I'd be greatful for any help you can offer.

Many thanks in advance.

 

[RuralGuy]

A good place to start is with the templates that ship with Access or are available on-line. Then modify them to your needs.

 

[Rabbie]

Looking at your spreadsheet it is hard to tell what you want to achieve by moving to Access. Excel and Access are very different applications. Excel as you knw is a spreadsheet program. Access is a relational database system. They are not interchangeable. If you can give more info about what you are trying to accomplish we should beable to help you.

 

[maffew]

Updates to the report are made on a weekly basis, with excel, to enable this we are having to copy/paste existing and create a new page so as-to not overwrite any previous entries.

It would be nice to have a single database whereby we can put in each entry on an individual basis.

The data requirements are as on the spreadsheet.

A sale is made, I make an entry.

At the end of the week, I need to be able to create a weekly report of sales for that period, containing all the fields outlined in the speadsheet.

At the end of a working year, I need to be able to do the above, but compiled from all entries within the year range - rather than weekly.

In summary.

I need to be able to make entries, draw out data reports of a weekly view, and a yearly view.

 

[maffew]

Thanks, Rabbie/RuralGuy.

Does my post before this detail my needs any better for you?

Anyone?

Thanks in advance.

 

[Rabbie]

Firstly I think you need to make sure you understand the principals of data normalisation so you can convert your Excel data to Access. by normalising you make any future tweaks easier and help to maintain Data Integrity.

You can always extract data from Access using a query to provide a similar spreadsheet view of the data you have at present.

 

[pl456]

Why don't you add columns to your spread sheet for a period number or week number then just filter by that number for your report?
Just an idea because as its pretty simple data and access may be over kill for what you are doing.
Saying that I would have done it in access just because my boss doesnt like access.

 

[MSAccessRookie]

The fields Rep, Ups, Deals, Vol, [Canx Vol], and Canx are entered data, while [Nett Vol], Eff, C/R, and [Canx %] are calculated items.

• The first group needs to be stored in the database, while the second one should be recalculated each time the report is processed.
• The suggestion of adding a date or Week ID will be useful in helping to determine the dataset to be used when making a report.
• There might even be other possible fields as well.