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  1. #1
    Join Date
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    Post Removing data that are not applicable on a source table before to update a tracker

    On my company, there's a training platform that is unoptimized and assigns all available trainings to everyone and generates a report. As the example below:



    User Training Status
    Staff A Training 01 Assigned
    Staff A Training 02 Completed
    Staff B Training 01 In Progress
    Staff B Training 02 Assigned

    The problem is, let's say Staff A works with finances and Staff B works with HR; let's also assume that Training 01 is related to HR, and training 02 is related to finances. In this scenario, Training 02 shouldn't even be assigned to Staff B, but it does and it also generates a pendency in the system. The issue is, we have hundreds of people and dozens of trainings.

    To filter this mess, we have an excel tracker, which is manually updated (check the report to see status of applicable trainings, and manually update the tracker just like the Neanderthals did). The worst part is, we have to perform this task connected to a VPN. It takes a whole morning to do it.

    My idea is to use this report as a source to update the tracker, but filtering out trainings that are not applicable. Any insights?

  2. #2
    Minty is offline VIP
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    If you have a list of Trainings, I assume you also have a list of Departments.
    What you need is another table DeptTraining where you store the Dept_ID and Training_ID as a junction table.

    Once set up you then only load the trainings for the dept. concerned for the employee.
    DLookup Syntax and others http://access.mvps.org/access/general/gen0018.htm
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  3. #3
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    I see. My company works with clinical trials actually, so it's not a department, but a research center, a hospital/clinic.

    We have a tracker for each center, but they have a diversified staff. Our idea is to update each center tracker, considering trainings applicable to each person.

    EDIT: maybe it's a good idea to create a staff table and list all trainings as "applicable" and "not applicable", and then make a junction table with the report? How would I make the staff table status as not applicable "override" the report data?

  4. #4
    Minty is offline VIP
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    In the reports query have criteria that says something like

    WHERE TrainingStatus = "Not Applicable"

    Then they simply won't show up.

    I still think you would be better to not create records that don't apply.
    You are storing redundant data, and then have to filter it out, which is wasteful of resources and complicates the processing.
    DLookup Syntax and others http://access.mvps.org/access/general/gen0018.htm
    Please use the star below the post to say thanks if we have helped !
    ↓↓ It's down here ↓↓

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