Help creating Project Status sheet in Access

[jet_speed]

Hi,




I need to create a project status sheet in MS Access by the request of my manager. I am using a project management software and I need to collect status from engineers in Access. I have always used an Excel status sheet for this easily since it is straight forward and I just copy paste the data from my project management software to excel then share the Excel sheet on a server. My new client manager wants a status sheet in Access because he says multiple users can view access at once. He is stern about this.

I want to import the data from excel into access then I want to filter the tasks by the responsible engineer name using a filter form. Then only that specific engineers tasks assigned will come up and they will then be able to fill out their updated status each week in Access.

The updates I will need the engineers to fill in for each task is Updated Start date, Updated Finish date, Total Hours worked on Task, Remaining work hours on task, and any comments they have.


I have only taken a basic class in Access . Does anyone have an access database status sheet example I could use?

Or give me some direction on how to build this?

I have been staring at access for a few hours now stumped..

Thanks for the help.

[June7]

Multiple users can view an Excel file, just can't all edit it.

Just staring? Have you gone through any tutorials to gain an understanding of relational database principles, Access functionality, programming concepts, VBA or macro language? This will take more than a 'few hours'. Get a basic tutorial book and spend a week studying then tackle practical application. Here is an example of practical application http://datapigtechnologies.com/flash...earchform.html

[jet_speed]

Thank you June7, this helped a lot. I am using single data table.

Can you point me to a thread or page that shows how to import and link data from excel to access?

Also what is the criteria I type to filter for a query that refers to a form (with a filter/Search).

Thanks

[June7]

Use the Import/Export wizard on the ribbon for one method. Access Help has guidelines.

The posted link shows how to reference form control as criteria parameter in query.

[jet_speed]

Hi June7,

I need some more help referencing the form in criteria is not working for me. I am prefer not to use VBA since I do not know it.

Here is what I am trying to do:

I want the query to filter by one column (persons name) in the one table.

I want to use a form with a combo box with a button to return the query results. Do I use a command button for a filter or a run query?

Thanks

[June7]

Why isn't it working, what happens - error message, wrong results, nothing?

Have you followed the tutorial? It shows use of parameterized query to filter form.

If you don't want to use code then click the refresh button on the ribbon. If you want a custom button then use VBA or macro to execute a requery of the form.

More examples from DataPig using parameterized query:
http://datapigtechnologies.com/flash...mtoreport.html
http://datapigtechnologies.com/flash...earchform.html

[jet_speed]

Hi June7,

I think my issue is I do not have a query since I do not need one. This is what I am trying to do.
All my data is in a simple table. I have "multiple Items form" from the table data and I want a combo box on top of the form that has the persons name in it (a column in the table) so I can filter by name when the specific name is selected. ie all the tasks with that persons name show on the form. And I need a unfilter button.

Please help.

Thanks

[June7]

Then use code to set the Filter and FilterOn properties of form. Code in the combobox AfterUpdate event:

Me.Filter = "PersonName='" & Me.comboboxname & "'"
Me.FilterOn = True

Code in unfilter button Click event:

Me.FilterOn = False