advice needed on best approach to show filtered records on a form

merlin777

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I think, from all the advice i'm being given, that i'm trying to approach this the wrong way. Unfortunately i haven't been able to figure out the right way so i'm going to try to reframe my question...

What would you say is the best way to approach the following?

I want a form which allows data entry into a main table but also displays a list of records filtered from the same table. There is also an additional, calculated field displayed with the list.

The filter criteria are a date and a name, a list of which are in a separate table.They are separate fields for first and last name but i would like to filter with both and display them concatenated in the list.

Any guidance would be greatly appreciated!
 
Thanks for that. It looks like a good article if you can manage VBA but unfortunately I'm not there yet!
 
just out of curiosity, what's the advantage of putting the criteria in the header? Is that so they don't get lost if the form scrolls?

I've been using a fixed subform so I assumed any scrolling would be within that box.
 
Heh, that' why we're here! :D We'll help you *manage* it if you like that approach and want to use it. And, yes, that would be the reason for putting it in the Form Header (or Footer for that matter, if using a fixed Form size).
 
I think I'll still pursue the non-VBA approach first. I've only been earning access a couple of weeks and I think I should learn to understand it a bit more first.

I have just started into VBA in excel with very simple code and modifying macros. Am I right in thinking access doesn't have macros as such? I see there is a visual basic editor - do you also put small sections of code in property boxes and things like that?

Someone suggested I try a list box in my form to display a query. I managed to insert a list box into my main form and populate it with my query.

Unfortunatley, there are two problems with it. The columns are displaying in a different order to the query and where the main table has an id number linked to a value in another table (such as a therapist's name) it just shows the id number not the name.

Am I able to correct these problems? I hope so because the list box is otherwise perfect for what I want...
 
For understanding Access I'll post some links further down.

Yes, Access has Macros though they are a bit different than Excel

List Box - You can change the width of the Columns and change the Order. They should follow the same Order as the query. You also need to make sure what you want to show in the List Box is showing in your Query. To do so you will need to add the Tables that show that information to your Query and set up the appropriate links.

Here are some links that should help. Start with Crystal's tutorials first, they are the most helpful...

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

UtterAccess Newcomer's Reading List
http://www.utteraccess.com/forum/Newcomer-s-Reading-List-t1998783.html
Help with Normalization
http://www.access-programmers.co.uk/forums/showpost.php?p=1146957&postcount=2

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

Naming Conventions…
http://www.access-diva.com/d1.html

Other helpful tips…

Setting up a Model Database
http://www.access-diva.com/d11.html

My Database Standards...
http://regina-whipp.com/blog/?p=102
 
thanks for this. Sorry for the delay - i've been ill. Now trying to pick up the threads of where i left off!
 
We are a patient group... feel better we'll be here!
 
Did you see my other post under 'tables' for advice on what fields to use for date and time etc?
 

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