Project Database with User input/edit forms

petro62

New Member
Joined
Jul 15, 2013
Messages
46
Office Version
  1. 365
Platform
  1. Windows
I am just learning Access and I am trying to convert our Excel based "database" to some a little cleaner and more user friendly. After some advice from people here I made the switch from Excel to Access. I got my data imported over to Access and I started creating the forms, but I am kind of lost on how to tie it all together.

  • How do I make it so that a specific user form comes ups when the file is opened?
  • How do I allow the user to filter a drop down list based on project status or project manager criteria?
  • After they filter that list the can select the project and then click edit for it to load all the info and allow them to edit.
I just need some help with those next steps as I feel I am a bit stuck. Can anyone point me in the right direction

Link to database file
 

Excel Facts

Is there a shortcut key for strikethrough?
Ctrl+S is used for Save. Ctrl+5 is used for Strikethrough. Why Ctrl+5? When you use hashmarks to count |||| is 4, strike through to mean 5.
These are all common topics that have been covered a zillion times, but I realize that sometimes when you don't know how to ask the question, it can be difficult to uncover the answers. So rather than repeat such basic tutorials I'll just say that for your questions, research
- ms access startup form
- cascading combo boxes

Access has forms, not userforms. As for editing, unless you do something to restrict the data in the first place, a form loaded with records is automatically editable and doesn't have to be "saved" with button click types of user interaction. Simply moving off of an edited record is enough to trigger a save.

Since you're coming from Excel, I'd suggest you review db normalization before doing anything else - unless you already know and understand the concepts and have adhered to them. If you don't, you'll likely be stuck and asking questions in forums like this one.
 
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Solution
Yeah I will have to read more on normalization. I read it but I can’t say I fully got it all. Just a different mindset I have to get used to.
 
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Try other sites as they will have different approaches to explaining it, or see if there are any YT vids you can learn from. Here's 2 sites that I think explain it a bit more thoroughly and one on diagramming your plan. Also if your post title is suggesting you'd have one form for editing and another form for creating records, don't do that. Learn to re-use objects for different purposes (but that might be another topic).

Normalization Parts I, II, III, IV, and V
and/or

Entity-Relationship Diagramming: Part I, II, III and IV
 
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Thanks everyone for the great replies and links. Hopefully I can get this all figured out and running before I return back to work next week.
 
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