Building a shareholder database using access 2007
Thanks John
What do you mean by a holdings table?
I will try to clarify below.
I have a table for all the company details and another with the directors of
the company because some companies have the same directors.
For the shareholders I have three main tables
Table 1 Shareholder details that aren't repeated (this covers number of
shares, Company name, etc)
Table 2 Addresses
Table 3 Personal details (First name, last name etc)
Each of these shareholder tables are many to many because I can have an
individual who has many addresses depending on which company he has shares
in, also a company with the same person and different address.
I need eventually to be able to run reports as to who are the shareholders
in each company. Who they sold their shares to and when.
Each time I think I have a one to many relationship I find it is really a
many to many.
"John W. Vinson" wrote:
On Wed, 22 Oct 2008 20:49:00 -0700, nerak
wrote:
I am trying to build a database for shareholders and the companies they are
shareholders to. It has been quite a while since I build my last database and
2007 is very different to what I last used. I undersand I need enough tables
so I don't repeat entries and also that I need to relate the tables to be
able to build queries or forms. However, as I have many to many relationships
as well as one to many I am confused as to where to use queries and even if I
need to.
I have two tables on the company side and about five on the shareholder
side. Ideally I would like one form to enter information for the shareholder
and another for the company but it looks like that may not be possible.
I am book for a training course in Access 2008 but it is two months away and
I am being pushed to deliver the database asap.
Any suggestions or help would be greatly appreciated.
I don't understand what your tables are. Each type of Entity - a stock, a
company, a shareholder - should have one table. What are your five shareholder
tables??
A Many to Many relationship is simply two one to many relationships: if each
shareholder owns many stocks, and each stock may be owned by many
shareholders, you need a Holdings table with fields for the ShareholderID, the
stock ID (CUSIP probably would be a good primary key for the stock table), and
other fields pertinent to the ownership (number of shares, date acquired,
perhaps cost basis, etc.)
--
John W. Vinson [MVP]
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