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How can I track meeting attendance?
This is probably something simple, but I'm such a novice I don't know where
to start. I want to track my attendance at monthly meetings. I have five defined (don't know if that's the right term) plus numerous miscellaneous meetings I attend every month. I would like to be able to track them by date and category and see a running total of each category for the year. I would also like to be able to integrate new categories of meetings in as they come along. I don't know if this is enough info to help me get started or if this question even makes sense, but thanks for your help! |
#2
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How can I track meeting attendance?
If you're a novice then you're in one of the best places to be asking
such questions. When you're just getting started, NOTHING in Access is simple. For what you are trying to do I'd use 3 tables to get going: tblMeeting, tblMeetItem, tblCategory. You may find yourself continuing to develop and add forms and reports. If you're taking notes just for yourself then hide your work. Otherwise, others will see what a neat thing you have created and they'll want a copy for their use (or ask you to email them copies of the meeting notes - "since you already have them"). Kinda' like mama Chicken and making the bread. :-) tblMeeting doesn't have much to do. It will record the What, When and Where of things: the fields might be MeetingID, Autonumber & Primary Key, MeetingTitle, text ~50; Category text 50; MeetingDate, Date only; StartTime, hh:mm; EndTime, hh:mm; Meeting notes, text 250. tblMeetItem will capture the individual items presented during the meeting. the suggested fields a MeetItemID, Autonumber & Primary key, MeetingID, Long Integer and is known as the "Foreign Key" of tblMeeting that identifies these records as children of tblMeeting; Sequence Integer; PresenterName; text 50; Subject text 50; ItemNotes, Memo. I hadn't mentioned Sequence before but I've found it to be pretty handy for keeping things in order even if you didn't initially recall them in order. Changing the sequence number can change the order of the items in the form and in your reports. tblCategory would have two fields: Category, text 50; and CategoryDescription, text 250. Once you've completed the table design, design a simple form for entering the categories and their notes. The easiest way to get a form design started is to select the table in the Database|Tables window and click on the Autoform wizard. Play with it for a while and then move on to the next step. These are things you can do iteratively. Name that form "frmCategory". You can experiment with turning header and Footer on and off. You'll probably leave a header. Later, if you add your own navigation controls you may want to put them down in the footer. Put as many categories as you can think of into tblCategory. Add descriptions as you feel are necessary. Note that once you enter the category name and description and step off the record, that information is saved immediately into tblCategory. Your main form will be based on tblMeeting. Again, the easiest way to get a design started is to select the table in the Database|Tables window and click on the Autoform wizard. Play with it until satisfied that it's about what you want. Before leaving it, stretch the bottom of the form (not the footer) so that there's as much empty space in the main body of the form as there is space used by controls. The next step is to design a form based on tblMeetItem. This will eventually be a subform so its design should have no header or footer. The ideal is to design the form to be as small as practical. It will require several iterations to get it just right. While the other forms should have been left to display just a single form, frmMeetItem should be "continuous forms". Save your form. Go to the Relationships window. Display only tblMeeting and tblMeetItem. Click on tblMeeting.MeetingID and drag a line to tblMeetItem.MeetingID and release it. Now doubleclick on that line and interact with the dialog box to establish the one-to-many relationship from tblMeeting to tblMeetItem. Do establish Referential Integrity and enable Cascading Deletes. That should get you started. Be aware that Access has a long steep learning curve aggravated by the fact that most people learning Access are using it as the vehicle for learning Relational Databases. I warn you not to scare you but that so you'll be aware that it really is difficult. You haven't suddenly become stupid. I encourage people to make the effort. There are lots of resources, high among them are these newsgroups. One outstanding resource is www.mvps.org/access It's worth going there to lurk and pick up lots of the lore. There are links to other sites there and there are other sites not listed but you may notice in the signature lines of the MVPs. Good luck. Post back as issues arise. HTH -- -Larry- -- "craezer" wrote in message ... This is probably something simple, but I'm such a novice I don't know where to start. I want to track my attendance at monthly meetings. I have five defined (don't know if that's the right term) plus numerous miscellaneous meetings I attend every month. I would like to be able to track them by date and category and see a running total of each category for the year. I would also like to be able to integrate new categories of meetings in as they come along. I don't know if this is enough info to help me get started or if this question even makes sense, but thanks for your help! |
#3
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How can I track meeting attendance?
Wow, that is a lot of great information! I was hoping to build a Ford Pinto
but you've given me the blueprints for a Ferrari. Thank you so much! "Larry Daugherty" wrote: If you're a novice then you're in one of the best places to be asking such questions. When you're just getting started, NOTHING in Access is simple. For what you are trying to do I'd use 3 tables to get going: tblMeeting, tblMeetItem, tblCategory. You may find yourself continuing to develop and add forms and reports. If you're taking notes just for yourself then hide your work. Otherwise, others will see what a neat thing you have created and they'll want a copy for their use (or ask you to email them copies of the meeting notes - "since you already have them"). Kinda' like mama Chicken and making the bread. :-) tblMeeting doesn't have much to do. It will record the What, When and Where of things: the fields might be MeetingID, Autonumber & Primary Key, MeetingTitle, text ~50; Category text 50; MeetingDate, Date only; StartTime, hh:mm; EndTime, hh:mm; Meeting notes, text 250. tblMeetItem will capture the individual items presented during the meeting. the suggested fields a MeetItemID, Autonumber & Primary key, MeetingID, Long Integer and is known as the "Foreign Key" of tblMeeting that identifies these records as children of tblMeeting; Sequence Integer; PresenterName; text 50; Subject text 50; ItemNotes, Memo. I hadn't mentioned Sequence before but I've found it to be pretty handy for keeping things in order even if you didn't initially recall them in order. Changing the sequence number can change the order of the items in the form and in your reports. tblCategory would have two fields: Category, text 50; and CategoryDescription, text 250. Once you've completed the table design, design a simple form for entering the categories and their notes. The easiest way to get a form design started is to select the table in the Database|Tables window and click on the Autoform wizard. Play with it for a while and then move on to the next step. These are things you can do iteratively. Name that form "frmCategory". You can experiment with turning header and Footer on and off. You'll probably leave a header. Later, if you add your own navigation controls you may want to put them down in the footer. Put as many categories as you can think of into tblCategory. Add descriptions as you feel are necessary. Note that once you enter the category name and description and step off the record, that information is saved immediately into tblCategory. Your main form will be based on tblMeeting. Again, the easiest way to get a design started is to select the table in the Database|Tables window and click on the Autoform wizard. Play with it until satisfied that it's about what you want. Before leaving it, stretch the bottom of the form (not the footer) so that there's as much empty space in the main body of the form as there is space used by controls. The next step is to design a form based on tblMeetItem. This will eventually be a subform so its design should have no header or footer. The ideal is to design the form to be as small as practical. It will require several iterations to get it just right. While the other forms should have been left to display just a single form, frmMeetItem should be "continuous forms". Save your form. Go to the Relationships window. Display only tblMeeting and tblMeetItem. Click on tblMeeting.MeetingID and drag a line to tblMeetItem.MeetingID and release it. Now doubleclick on that line and interact with the dialog box to establish the one-to-many relationship from tblMeeting to tblMeetItem. Do establish Referential Integrity and enable Cascading Deletes. That should get you started. Be aware that Access has a long steep learning curve aggravated by the fact that most people learning Access are using it as the vehicle for learning Relational Databases. I warn you not to scare you but that so you'll be aware that it really is difficult. You haven't suddenly become stupid. I encourage people to make the effort. There are lots of resources, high among them are these newsgroups. One outstanding resource is www.mvps.org/access It's worth going there to lurk and pick up lots of the lore. There are links to other sites there and there are other sites not listed but you may notice in the signature lines of the MVPs. Good luck. Post back as issues arise. HTH -- -Larry- -- "craezer" wrote in message ... This is probably something simple, but I'm such a novice I don't know where to start. I want to track my attendance at monthly meetings. I have five defined (don't know if that's the right term) plus numerous miscellaneous meetings I attend every month. I would like to be able to track them by date and category and see a running total of each category for the year. I would also like to be able to integrate new categories of meetings in as they come along. I don't know if this is enough info to help me get started or if this question even makes sense, but thanks for your help! |
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