Hi All;
Been a reader of the forums for a while, and could use some help on something I haven't found a direct example of in any of my textbooks or online. I've had a lot of experience in Excel and pulling static reports from a backend, but I've been asked to create a simple tool for our sales reps, a shared excel file just wasn't cutting it...
The problem I'm having is that I'd like to create a simple UI to get to the data. Data is simple, I have a table for Sales Reps, a table for Accounts, they're linked by the Rep Name in a many-to-one relationship.
Access (2003) has a simple design wizard that gets me oh-so-close to what our reps need. If you create a simple form that is based on two linked tables, the first form will let you click through records until you get to the sales rep you want to load up accounts for, and then you click a button to load up that sales rep's accounts. Nice and simple.
However, with the amount of sales reps, it's a lot of clicking through records to get to the last reps for them to load up their account list. It seems funny to me in hindsight that all the books I have seem to have the same methodology for this, they expect you to click through records using the << < > >> buttons at the bottom of a form instead of using a dropdown to select the record you want. (or perhaps I'm missing something here?)
What I would like to do is simply have the list of reps in a dropdown list from the Sales Reps table, which will load up the Accounts from the Accounts Table that have that name in the Sales Reps table.
I'm at a loss how to do this.
The example I have of the auto-generated form has the 'Accounts' button in the form header, and the Detail has the Rep name, where they can click through.
Been a reader of the forums for a while, and could use some help on something I haven't found a direct example of in any of my textbooks or online. I've had a lot of experience in Excel and pulling static reports from a backend, but I've been asked to create a simple tool for our sales reps, a shared excel file just wasn't cutting it...
The problem I'm having is that I'd like to create a simple UI to get to the data. Data is simple, I have a table for Sales Reps, a table for Accounts, they're linked by the Rep Name in a many-to-one relationship.
Access (2003) has a simple design wizard that gets me oh-so-close to what our reps need. If you create a simple form that is based on two linked tables, the first form will let you click through records until you get to the sales rep you want to load up accounts for, and then you click a button to load up that sales rep's accounts. Nice and simple.
However, with the amount of sales reps, it's a lot of clicking through records to get to the last reps for them to load up their account list. It seems funny to me in hindsight that all the books I have seem to have the same methodology for this, they expect you to click through records using the << < > >> buttons at the bottom of a form instead of using a dropdown to select the record you want. (or perhaps I'm missing something here?)
What I would like to do is simply have the list of reps in a dropdown list from the Sales Reps table, which will load up the Accounts from the Accounts Table that have that name in the Sales Reps table.
I'm at a loss how to do this.
The example I have of the auto-generated form has the 'Accounts' button in the form header, and the Detail has the Rep name, where they can click through.
