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  1. #1
    sk88 is offline Competent Performer
    Windows XP Access 2007
    Join Date
    Aug 2011
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    183

    General question about categorizing data

    Hi all,

    I have a table which has like customerID, firstname, lastname, address, problems, time, reason, return.



    I have a query which contains customerID, problems, time, reason, and return field for the end year report but I do not need to know the firstname and lastname of the customer.

    I have a form where the sales person can type in information like firstname, lastname, address, problems, time, reason, return.

    Now when I export the query to excel, it only shows all the fields that I have selected in the query.

    My question comes in here: Is there a way in Access where it could identify the repeat customer and categorizing them under one customerID. So that when I export to excel, I can see the number of times the same customer came in.

    I hope I made some sense here and I hope there is someone out there who could think of a way for me to identify repeat customer.

    Thanks

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows XP Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
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    53,770
    The data input on that form must include the CustomerID. Don't depend on typed in names - misspelling and duplicate (two John Q Smith) names will be a problem. Have user select customers from a combobox list or search for possible existing customer accounts based on the name entered and make a choice. However done, there must be a value that can be relied on for consistency to perform search and filter queries.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  3. #3
    sk88 is offline Competent Performer
    Windows XP Access 2007
    Join Date
    Aug 2011
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    183
    Thanks June7 for your feedback!

  4. #4
    orange's Avatar
    orange is offline Moderator
    Windows XP Access 2003
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    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
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    16,870
    You have a field called Problems within a Table related to Customer. I would suggest you might want to move Problems into a separate table and related to CustomerId (FK). This would allow a Customer to have 0 or more problems,without repeating the Customer Firstname, lastname, address etc in each record.

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

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