New to Access

[markh719]

sorry if this is a bit remedial...

I have an excel report that i pull monthly from an internal database I would like to create an access database from that report that will show me the number of referrals by source and/or by agency.

the headers in the report are below. This report is broken down by patient name and each person admitted by date. I want to see how many times the source name and/or agency has referred and keep a running tally through the year. I have never built a database or used access, please help... and I need to add a few fields adress, city, state, zip, phone, email, marketer.

so for instance MEMO comes up in this report under source name 752 times in this report, I want the database to say MEMO RCDCOUNT 752, and when I upload the report next month I want it to add any more RDCOUNT to the existing number.

PATIENT ADMIT DATEHSVADMISSION TIMEPATIENT #PATIENT NAMEPATIENT AGEINTAKE BYF/CINSURANCESOURCE NAMEAGENCY NAMERCDCOUNT​

 

[plog]

This is a bit remedial, but that's a good thing. You haven't asked anything specific, just implicitly if Access is the right tool for this job, and it is.

My advice is to dive in. Build the table you are going to need, load your data, then build a query to see if you can get the results you want. There are ton of introductory tutorials for all 3 of those steps all over the internet, but if you can't find something and need specific help for an issue, post back here and explain your difficulties.

Then as a next step, prepare your system for next month, so that all you need to do is load the data and the query you built just needs to be run to generate the data you want.