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  1. #1
    Gary62 is offline Novice
    Windows 7 64bit Access 2013
    Join Date
    Dec 2013
    Posts
    3

    Looking for design input

    I am in the process of taking several excel spreadsheets and moving them into an access database and I am looking for suggestions as to how the experts here would do so. The spreadsheets I have are for a homeowners association with approximately 700 homes (low budget or we would buy a program that has already been created) and the following information is being tracked:

    Owner 1 Full Name
    Owner 2 Full Name
    House Number
    Street Name


    Mail Street
    City
    State
    Zip
    Primary/Rental
    Status - Active/Past/Foreclosure/

    In addition to those fields I need to be able to have an accounts payable section where charges are added and payments (along with details) are recorded and finally a section that would have form letters that can be sent out to homeowners noting violations, approval on exterior changes, etc..

    My thoughts are to create the following tables unless someone can suggest a better way to do this:

    Property

    Owners

    Letters

    Accounts Payable

    Reports

    Thanks in advance

    Gary

  2. #2
    orange's Avatar
    orange is offline Moderator
    Windows XP Access 2003
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,870
    Try writing a description of your "Business" in 5 or 6 lines. That will help us understand your issue/opportunity and to respond with focused advice.

    Here's a sample description from RogersAccessLibrary to help you with level of detail etc.

    Code:
    ZYX Laboratories requires an employee tracking database. They want to track information about employees,
     the employee's job history, and their certifications. Employee information includes first name, middle initial, last name, 
    social security number, address, city, state, zip, home phone, cell phone, email address. Job history would include job 
    title, job description, pay grade, pay range, salary, and date of promotion. For certifications, they want certification type
     and date achieved. 
    An employee can have multiple jobs over time, (ie, Analyst, Sr. Analyst, QA Administrator). Employees can also earn 
    certifications necessary for their job. 

  3. #3
    Gary62 is offline Novice
    Windows 7 64bit Access 2013
    Join Date
    Dec 2013
    Posts
    3
    Thanks for the response Orange! Here goes:

    Mid size homeowners association requires a property tracking database. We need the ability to track information on approximately 700 homes in our associations.
    The property information would included current and past owners, charges to their account such as annual dues, fines and lawyer fees, payments to their account that would include amount, date, check # and category,
    purchase price, purchase date, sell date and whether the property is their primary residence or a rental.

    The database also needs to hold all of the data for covenant violations so that we can use the database to track violators and to print violation notices using this information.

  4. #4
    orange's Avatar
    orange is offline Moderator
    Windows XP Access 2003
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,870
    Here's a tutorial that will show you the process. It's step by step and will lead you to proper tables and relationships.

  5. #5
    Gary62 is offline Novice
    Windows 7 64bit Access 2013
    Join Date
    Dec 2013
    Posts
    3
    Thanks for the information Orange!

Please reply to this thread with any new information or opinions.

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