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How to populing tables and how to view subsheets
Hi
I am new to Access and need to design an contact database. I have 3 tables - Contact details, Investor details and Visit Reports. They all contain the same companies but not all of the ones in Contact Details will have an entry in Investor Details (some will be standard contacts and some will be potential investors and so I need additional info on them) but when I look at the Investor details I need to see the address and country but this is in Contact details and so I know I shouldn't duplicate? How do I view this info in Investor Details? Also - we have several contact names per company and so I want to have a subset of all the individuals by company in the Contact Details table - how is this done? Many thanks in advance - sorry for the poor explanation |
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How to populing tables and how to view subsheets
On Jul 16, 2:48 pm, td wrote:
Hi I am new to Access and need to design an contact database. I have 3 tables - Contact details, Investor details and Visit Reports. They all contain the same companies but not all of the ones in Contact Details will have an entry in Investor Details (some will be standard contacts and some will be potential investors and so I need additional info on them) but when I look at the Investor details I need to see the address and country but this is in Contact details and so I know I shouldn't duplicate? How do I view this info in Investor Details? Also - we have several contact names per company and so I want to have a subset of all the individuals by company in the Contact Details table - how is this done? Many thanks in advance - sorry for the poor explanation First, welcome! This is a great place to get help, a lot of very smart people here. Fortunately they don't exclude me from posting I think I generally understand what you're saying. I would recommend mapping it out visually, and instead of first worrying about tables, think about abstract entities (which often turn out to become tables, not always, though). So you have: Contacts, which are individual people. A contact has the following attributes: -Is associated with a Company -Has an address Address (which I am assuming may be different from the Company, generally a sound way to create a contact database) -Country (same as above) -Some other set of unique attributes You said that investors are contacts, but I'm curious if it is the company that will be investing, or the individuals within a company? That will drive your design a bit. If an investor is really an individual, then you will probably want to add the Investor attributes to the Contact table. Some contacts will have investor details populated, others won't. When you go to design your forms, that will be important in terms of how you display the information to a user. You may want to create a boolean field "Investor" in the Contact table, which will then indicate whether to show or hide specific information in your contact forms. You can also use that field to filter to see just investors or non-investors. So the net is, you probably only need two tables if I understand you correctly. Companies and Contacts. Some contacts will be investors, some won't be. Hope this helps! Brandon Smith-Daigle http://accesspro.blogspot.com (access tips for non-programmers) |
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