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  1. #1
    rgs80074 is offline Novice
    Windows XP Access 2007
    Join Date
    Apr 2012

    idiot needs lot of help wiht access

    hello everyone.

    i'm needing some help with access. like programming its got me totally stalled on even where to start.

    i have some sample database programs we've been using but they no longer are supported and we can not really use them but they might help down the road in figuring out whats needed.

    anyways heres the deal and i don't know if i need to design (or even how to for that matter) outputs first then figure out how to get the information to it.

    but i figure if i can get help tackling this stuff 1 thing at a time as quick as possible i might make some headway on this.

    right now we have access to the source i info that can be exported to excel files so i need to find out how to get those source files imported into access and figured out so it can use it on it queries, tables, etc.

    here's what i am looking for.

    we have 9 districts for vendors i assume each district which has to be saved separately would need specific file names in order be imported, and the importing would need to add some information to each imported file based on the file name i guess. for example right now each export excel file from our source does not contain the full route numbers only the last 4 digits, but each district has the same first 4 digits so for example when it imports district 1 based on the specific file location it would add the first districts 4 digit beginning to whatever route was listed.

    the imported files contains customer information for each vendor, what i am looking for in output is a variety of things and i think the old programs we had before ran these queries in the beginning so the printing of the lists for vendors was real quick. it made everything a one or two button push to get what was needed where the new system takes a lot longer and does not produce everything we used to get.

    we had multiple reports we would print

    ones for the whole center for every vendor in every district at once for various publications.
    other cis (customer information sheets) we'd print on a route/drop basis and could contain customers active for just that day, a full list, just certain publications (we currently have like 9 separate publications vendors deliver), etc.
    another report we like to print is a drop list report for locations that vendors do bulk drops and the places pass out the publications that contains customers name and address. the old one used the Begin of an address and if anything on that vendors specific cis list had something that begin like that it included it. for example say a vendor had a bulk drop at a business building 50 main street suites 1 to 99. the drop list program looked for anything at 50 main street (cis lists are always the same on the address) and it would put anything that started with that on the list with the corresponding suite number for the vendor to leave at the drop location so whomever took the papers knew who got what. is also separated this by publication with a total amount of each put at the bottom of each pub listing.

    the another section or program needs to be able to read/import another set of excel files for complaints and be able to run complaint reports broken up by vendors/routes.

    while this all sounds easy i know its not, well not for me at least.

    when i get a chance i'll take some screen caps of outputted pages from the old un-updated program but i don't think i can upload the program or share it because it might contain information that i can not put on a forum posting, i think some screen caps will have to be edited as well to avoid this same issue. the source files can easily be edited to only include samples of what it outputs for excel if needed. i think the main thing on that is seeing what info it shows.

    thanks in advance for anyone that can help or steer me in the right way. i don't have lots of free time to work on this but the more i can get done and quicker the more time it will save in the field allowing for smoother operations plus i think this process will give me a starting foundation on how to use access.



  2. #2
    cplmckenzie is offline Novice
    Windows 7 64bit Access 2010 64bit
    Join Date
    Apr 2012
    Step 1.
    Export all data as .csv (comma separated values) into Excel spreadsheet.
    In order to get this data into an Access table they are best started as .csv files.
    You say "right now we have access to the source i info that can be exported to excel files "
    Do the above and save each sheet, 1 sheet for each of the 9 districts .
    Save each on as filename "DistNumber".
    That is there you begin.
    then go here immediately......


  3. #3
    alansidman's Avatar
    alansidman is offline VIP
    Windows 7 32bit Access 2007
    Join Date
    Apr 2010
    Steamboat Springs
    Additionally, I would read the following before I did anything as far as designing the database. It will save you a lot of headaches down the road.

    Many of us who have been working in Access learned this the hard way -- you have the chance to learn it the easy way. Pay attention and it will save you from having to rebuild databases that have been constructed improperly.

    Post back with specific questions as you move down this road.

  4. #4
    rgs80074 is offline Novice
    Windows XP Access 2007
    Join Date
    Apr 2012

    sorry its taken so long to get back but i've been real busy and then i couldn't find the forum.

    i took a look at the website but i am still not even sure where to begin.

    i know what i am looking for output wise

    and i know what my source input is, its from excel i can not export from the program we use to anything other than excel or pdf and excel is the only one that can export and be manipulated easily.

    i don't even know how to get the excel file imported into the database program.

    in the current one that we used to use (no longer supported) we would hit an update button and it would pull the source from another location and run its queries. this process took a couple of minutes but after that was done everything was more or less instant in terms of the output. this is the cis program,

    we have another program that does load tags and sheets for our vendors its currently still being supported but eventually it probably will not be, so that might be a future project if i can ever get this figured out.

    the other current thing i am looking for complaints for the vendors, and we actually have two needs here as well, one i mentioned above that gives complaints of our vendors for a specific time period, the other is a daily file that can be generated for complaints showing the hot complaints for vendors.

    i'm thinking the cis program is probably the hardest to do becasue of everything its needing to do and contain. i assume somewhere in the database program woudl have to contain the vendors names, drops, route numbers, etc but this also all needs to be easily edited for later when/if current plans come into play.

    but as i stated i know what i am looking for i just don' t know how to get it.

    what i really need is someone to be able to sit down with and start on this one on one but thats not going to happen, no one is likely to do this locally, nor do they or i have the time to actually meet and schedule training, etc.

    i really need someone to sit and show me how to do this step by step and thats where my problem is.

    so really what is the first step in creating the database, i know what i am looking for in the output, can't post them on the forum but i might be able to edit them and send them to an individual to see what i am trying.

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

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