Sales Pipeline

[harish]

HI all,

How to generate reports in sales pipeline predefined template based on the user login. After successfully login by the user, based upon the user we need to generate all reports.

Note: Here i am already created login for this template.

Best Regards,


harish.y

[June7]

Presume you have a table of users with fields for name, ID, password, department. You know who logged in then you know what department they are in. When they login save their userID & department to global variables or populate textboxes on a form that never closes such as a main menu. Need value in data tables that can be used to filter records on userID or department using the variable or textbox as input parameter.

[harish]

HI,
I am new for ms access. I don't know how to create global variables in ms access and I want pass the username from login page to all reporting pages.
One more question is i want edit predefined report query where i can find this query because based upon global variables i want filter the report meanwhile you just leave your email id, i can send my sales pipeline database.
please help me about this problem.any help is appreciate.


Best Regards,
Harish.Y

[June7]

Attach file to post. Copy, remove confidential data, run Compact & Repair, zip if still large. Attachment Manager is below the Advanced post editor.

[harish]

Hi june7,

I am unable to attach my file because my rar file size is 4mb. Please give your official email id then i will send my file to yo.

Best Regards,
Harish.Y

[June7]

I can open only Windows compressed zip file.

You ran Compact & Repair before zip?

Upload to fileshare site such as Box.com and post link to the file.

[harish]

HI,

Please find below link
http://www.box.com/s/vy2lva3rfp4f8n8ht65b

PFA of demosales1.rar and demosales1.accdb

I set password for salespipeline database

Password: guptha

After opening the sales pipeline database please find unassigned objects, In that one i am created login form and tblmasterusers table for carrying the user details.

Best Regards,
Harish.Y

[June7]

Users will be those listed in tblMasterusers?

Several ways to control user interaction with data.

1. Hide the Navigation pane and disable the ribbon and shortcut menus and password login. These restrictions can be overridden by holding the shift key when opening project.

2. Prevent access to certain forms and reports by disabling command buttons that would open those objects.

3. Have fields in tables that can be used to filter records by the UserName or UserType or the department user belongs to or some other stored value.

4. Implement more advanced methods of securing a database that I am not going to try to explain here.

I am not going to build this for you. User restrictions is a common topic. Search this forum and Google. Here is one http://www.mrexcel.com/forum/showthread.php?t=248191

[harish]

Hi june7,

Here my problem is
In open Opportunities list form of salespipeline database

when user selecting report type in report dropdownlist, We need to display that particular user records only. Based on the user login. Same problem for remaining all reports.
Best Regards,
Harish.Y

[June7]

Don't understand.

You want to display record of the logged in user or the customer of the record that is selected on the list form?

[harish]

Don't understand.

You want to display record of the logged in user or the customer of the record that is selected on the list form?

Yes exactly. Please observe each table in a database like customers,employees table i added one column[username].

Based on the user login i want Cary the username to the all forms, when user click on any report, based upon username we need to generate reports.

[June7]

I don't know anything about your data and project design so can't be specific. See item 3 in post 8.

Simplest way to show user ID on all forms is to have one form that never closes (a Main Menu). Have code populate a textbox on the menu form with the UserID. All other forms can refer to this textbox to show the user ID.

[harish]

HI,

Please find below link
http://www.box.com/s/vy2lva3rfp4f8n8ht65b

PFA of demosales1.rar and demosales1.accdb

I set password for salespipeline database

Password: guptha

After opening the sales pipeline database please find unassigned objects, In that one i am created login form and tblmasterusers table for carrying the user details.

When user entering username and password into the login form then i will check in tblmasterusers whether username and password's are correct or not.After successfully logon on to the system we need to generate reports based upon login.

Note: Already we have predefined report templates in that one it show's all user data in a database. here we need to display particular user data based upon login and restrict other users data .

[June7]

Correction, do know something about your data, forgot I downloaded project from the earlier post.

I have already given you some guidance on what you need to do. Now you need to implement it. Your data needs to be structured to allow the filtering I described. Then fix forms and reports.

Here is one more: develop programming skills. Here is a start
http://office.microsoft.com/en-us/ac...010341717.aspx

[harish]

HI June7,
I can’t understand what you say. Here I had problem like, how can I edit the query’s of standard reports in MS Access predefined templates.
It is possible in MS access or not?
Note: I have 3yrs experience in MS.NET. Those things are possible in .net. But in MS Access it is possible are not? I need your help, as soon as possible please reply me.