Assistance in building a new DB

WLHagen

Board Regular
Joined
Sep 18, 2009
Messages
177
Good Morning all, and thanks in advance for any/all suggestions on my Access 2007 problem.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p>
<o:p> </o:p>
I’m trying to design and build a DB for a software users group that I belong to. The software is used by various financial institutions (FI’s) in a local area. Below is some of the information regarding the SUG and the info I want to track:<o:p></o:p>
· Institution name, whether they are a Bank, Credit Union or S&L<o:p></o:p>
· What “core processor” they use<o:p></o:p>
· Which one(s) of the 5 SUG products the institution uses. They could use any combination of the 5<o:p></o:p>
· Whether the Institution has paid their dues for the current year.<o:p></o:p>
· Every Institution that pays dues can have an unlimited number of employees that can attend meetings/trainings. For the employees that belong/attend, I need to track:<o:p></o:p>
o Name (first and last can be separate or combined,<o:p></o:p>
o What FI they are employed by (must be in the list of FIs above)<o:p></o:p>
o Phone number<o:p></o:p>
o Email address<o:p></o:p>
o Title/position<o:p></o:p>
o If they are a CPA or other designation that benefits from CPE credits, if offered at a meeting. (this is either “yes” or “no”)<o:p></o:p>
· The group meets semi-annually. Ideally, I would also like to track who RSVP’s for each meeting, and who ultimately attends those meetings, but that is down the road from now.<o:p></o:p>
<o:p> </o:p>
So far, I have the following:<o:p></o:p>
· Institution Table<o:p></o:p>
o Institution ID (auto-number) <o:p></o:p>
o Institution Name<o:p></o:p>
o FI Type (many-to-one with FI Type table below)<o:p></o:p>
o Core Processor(many-to-one with Core Processor table below)<o:p></o:p>
· FI Type Table<o:p></o:p>
o FI Type ID (auto number)<o:p></o:p>
o FI Type (3 records – Bank, CU, or S&L)<o:p></o:p>
· Core Processor Table<o:p></o:p>
o Core Processor ID<o:p></o:p>
o Core Processor Name<o:p></o:p>
· Software Table<o:p></o:p>
o Software ID (auto-number)<o:p></o:p>
o Software name (5 entries here)<o:p></o:p>
· Member Table<o:p></o:p>
o Member ID (auto Number)<o:p></o:p>
o First Name<o:p></o:p>
o Last Name<o:p></o:p>
o Employer’s FI Name (many-to-one with Institution Table above)<o:p></o:p>
o Phone Number<o:p></o:p>
o Email address<o:p></o:p>
o Position<o:p></o:p>
o If they need CPE Credits (yes/no)<o:p></o:p>
<o:p> </o:p>
Where I’m having trouble connecting things is the software used to the Financial Institution. For ease of assistance, assume the Software is Dog, Cat, Fish, Bird, Snake. One institution could have Cat only, another Dog and Bird, another Fish, Dog, and Snake, and yet another, all 5.
<o:p> </o:p>
I’ve tried to build this 3 times already, and I keep messing up on the connections of the Software to the Institution? <o:p></o:p>
<o:p> </o:p>
Again – any and all assistance is greatly appreciated.<o:p></o:p>
 

Excel Facts

Get help while writing formula
Click the italics "fx" icon to the left of the formula bar to open the Functions Arguments dialog. Help is displayed for each argument.
You have a many to many relationship for the Software and Institutions. You could have many institutions using many types of software. You need to have a junction table to make this work.

It would have Record ID as its primary key (autonumber) and then a Institution ID linked to the Institution table and a Software ID linked to the software table.

http://ms-access-tips.blogspot.com/2011/04/many-to-many-relationship.html
 
Upvote 0
Thanks, Alan. This is the direction I was thinking I needed to go, but just couldn't find the instructions on how to do so. The link is especially helpful.

Again, thanks for helping this "Excel gal" trying to learn Access!
 
Upvote 0
Alan - that seemed to work. Now I'm building a form for entering the FI information. I got the form to have the FI table information on top, and I want a subform (I think?) below to be able to choose the Software(s) that they use. not sure if this sub-form should use the Software table? or the Software Details table (the new one I created to join the FI table to the Software table?

grr... this is painful!
 
Upvote 0

Forum statistics

Threads
1,224,596
Messages
6,179,807
Members
452,944
Latest member
2558216095

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top