Access DB with Excel Front End

lauriphi

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i am creating a database that will house some supplier information. once designed, the db will be populated with all the data and then it will be used as a reference tool for future projects.

it was requested that an "excel front end" be used for lookup and ease of use to access the data when it is finished... i am not really sure how that works.

also, what is the best way to create contingent variables in access-- for example, if a certain value is in the database then you have a corresponding action. like if there were a field asking how many suppliers there were, and if say the number is 4, then 4 entry windows come up. a sort of if/then statement?

i hope this makes sense. thanks a whole lot
 
1. Look into a query running in datasheet mode (but with updates disabled) as a way for folks to see what they wanted to see. Datasheet mode of the query looks just like a spreadsheet. Pardon me if this sounds insulting, but the folks who wanted this were dumb enough to not appreciate the difference between Excel and Access, they will never know the difference between a read-only query and a read-only spreadsheet.

2. In a parent/child situation, you can have a parent form in form view and a child sub-form in continuous-form view. If you have your 4 related (child) records, the sub-form will automatically come up with the 4 records in the sub-form control. If you have 6, you get 6 records. If you have none, you get a blank sub-form control. Look up parent/child forms as a starting point.
 
other suggestions

first off, thanks for the response.

second, do you have a suggestion for an efficient way of being able to extract the data in a "user friendly" type of way after hte database has been populated? thanks again
 
it was requested that an "excel front end" be used for lookup and ease of use to access the data when it is finished
I'm with Doc on this one:) Whoever made this request hasn't a clue.

do you have a suggestion for an efficient way of being able to extract the data in a "user friendly" type of way after hte database has been populated?
User friendlyness is in the eye of the beholder. You need to describe what they want in order to get any ideas on presentation. If they want to search, you can create a form that presents them with various options. They can choose from combos or enter values as appropriate. Your search result can be displayed in a form and the form can look just like a spreadsheet. If the users want pivot tables or charts, you can make them with Access or export the data to an Excel spreadsheet.
 
really appreciating the feedback-- thank you.

so lets back up a few steps and let me describe what needs to be done... basically a supplier database needs to be created charting all of the past performance with regard to projects that were executed which included specific items that were purchased. of those purchased items, there was a supplier base that was evaluated to choose the most efficient source of supply. the database aims to capture information on the project, the items purchased, the list of suppliers, the chosen supplier and then that specific suppliers performance. all of this information needs to be codified in to a database on all these past projects so that when projects that are similar are carried out in the future, the information stored in the database will serve as a point of reference for what was done well in the past instead of starting from ground zero.

so given that synopsis and my meager skill set with regard to access.. i am looking to get input from you guys on the format within access that should be used.

my thought was to create some tables with each individul attribute as a field name.. ie-- project, awarded supplier, supplier performance, etc. then enter all the data with a form. from there create some sort of tool which could pull the data out of the finished database. an example operation would be looking at the suppliers used for item X. i get confused on the structure of the database when there are conditional elements... say for example some projects have 1 potential supplier, and some have 5-- is there a way that once you choose the numebr of suppliers then a list comes up allowing you to type in that number of different suppliers?

wow, that got kind of long winded. sorry and thanks so much again for any help.
 
Forgive me, but... On with the 'old perfessor' hat...

The first and most important part of any programming project is to make the mental association somewhat akin to the statement, "the map is the territory." You are, in some obscure way, building a mathematical model of some aspect of your business. Access happens to make this easier than some systems, but technically that is what you are doing.

Before you take the leap, if you are not familiar with normalization, I highly recommend a Google-search on "database normalization." This will return roughly a gazillion hits. Only look at reputable university articles or papers published on the web sites of well-known DB software companies. Download and study the articles that seem to you to be the easiest to understand. Skip any articles from "Joe's consulting company" or the like. They probably have web bugs all over the place just waiting to pounce on someone who NEEDS to get pop-up ads about database design services.

So start with this rule: If you can't do it on paper, you can't do it in Access. (Why? you may ask...) Because if you don't understand the problem well enough to do it on paper, Access won't help. Access is where you go once you know what you want to do well enough to program it.

The trick is to do this once on paper and see what you had to do to do it. Make careful notes of the data you had to have. Make notes on each type of computation, collation, search, sort, formula, etc. One thing I often suggest if it gets complex enough involves stuff that most offices either have or can easily afford. Get yourself a dry-marker board and assorted colors of dry erase markers. And a good eraser, unless you are the type who does crossword puzzles in ink. ;) Get yourself a box of sticky-note pads. Not a little pack or two. Get a BOX. A CASE. A CRATEFUL. You'll distribute the leftovers to your office-mates when done, so it isn't as wasteful as it sounds. The materials are all re-usable.

Now take that paper record of how you got to the answer manually. For every different type of entity you had to "touch" to get something, define a table. Don't be surprised if you find that you have to return to this step now and then. Sometimes the separate nature of business entities is less obvious than other times. Your normalization rules will help you identify what goes in which table. This is DEFINITELY a case where the apples and oranges rule (which gets you to 3rd normal form) comes into play.

You have talked about suppliers. Obviously, a supplier table will be one of the things you draw. You mentioned "past projects" - another table. You will probably run into a normalization issue the first time you had more than one supplier working on the same project or the first time you had the same supplier working on more than one project - or some combination of both. You will need some sort of JOIN (linking, intersection, overlap - pick your favorite word for this concept) table.

Draw the tables so that you have room to populate them with "records" drawn on the sticky notes. Be sure that you have every table populated at least with two or three records. That should be enough to support the process of walking through a query, form, or report.

Now decide what reports you want, one report at a time, and see what you are asking to see. Remember the next rule: Access can't show what it don't know. Translation: Setting up tables isn't enough. Set up the fields to support the questions you wanted to ask. I.e. if you want to summarize performance, you need performance fields.

OK, you can say this last rule was too darned trivial - but if you look at how many posts are in this forum, you will realize we've probably seen every common mistake and quite a few uncommon ones. Failing to include data to support your goals happens to fall into the 'common' category.

Are you done? Heck, I don't know that ANY Access project is ever done. Because, you see, success engenders demand. Also known as the "Field of Dreams" syndrome. "If you build it, they will come!"

We had a small personnel database back in 1988. That simple little database has gone through FIVE platform expansions and is STILL active. It started on a dedicated back-end called an IDM and is now on a full-blown enterprise-class ORACLE server (not a PC, either.) Why? Because, bless you for asking, ... it worked!

When people find out that YOU have their answers, they come to you with their questions. Like moths to the flame, you will have the unenlightened seek your flame of knowledge... (Ooops... switched over to prose mode... it's what I get for being a part-time fiction writer.)

Anyway, the ONLY solution to this is always proper preparation, something that not everyone gets to see these days. Colleges don't always expound on the costs of inadequate research ahead of time. The final rule, and forgive me for getting earthy... (Use your imagination on the substitutions) a.k.a. the 7-p rule: P|$$-poor preparation promotes p|$$-poor performance.

I hope this helps. (Time to remove the 'old perfessor' hat.)

Good luck. Be methodical. Be successful.
 
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