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From: Access Developer on 3 Jun 2010 02:58
"lauralynne" <lauralynne(a)discussions.microsoft.com> wrote

> Thank you, I appreciate your help.
> Did I mention I have 170 wells to track with 4
> different income types and 5 expense?

No, you didn't. So, for now, disregard what I first suggested so we can
pursue your real requirements. Can any well have any income type? Can a
well have more than one income type?

> I want to create a lookup or list in the form so I can do the data entry
> and
> simply pick the well, also with the month.

A Combo Box control, with its Row Source being the Well Name from the
WellName table, can be used for Data Entry. A similar Combo Box can be used
to locate records for editing or correction on another Form.

You can set a Default Value for the Year of = Year(Date). Only when you are
not entering data for the current year will you have to overtype the
Default.

You'll have to add fields for Income Type and for Expense Type. I'll have to
give some thought to how you should arrange your tables and how you should
display the information (and that will, at least partly, depend on your
answers to the questions I asked earlier.

For the benefit of anyone who may be trying to follow along with this
process, WI stands for Working Interest, and OR stands (I presume) for
Overriding Royalty Interest. Rarely does the owner of the mineral interest
actually drill the oil or gas well. The producer of the well will, using
the services of a petroleum landman to locate the owners from tax, deed, and
probate records, leases their interest and specify a percentage royalty to
be paid to the owner (often there is also an initial lease bonus paid, an
amount per acre, but that is not part of this database application). The
rest of the royalty not to be paid to the owner is "working interest" and,
in every case I know about, is greater than the owner's royalty percentage.
In lieu of cash payment for services rendered, the landman or real estate
agent, may get a part of the Working Interest called Overriding Royalty. If
no well is drilled, after the specified period, the lease terminates; if a
well is drilled and it is a dry hole, the lease is normally allowed to
expire. If the well is drilled, and produces, the lease agreement is
continued as long as production continues and the producer pays the expenses
of production and, in most jurisdictions, a "severance tax" on the oil or
gas produced, then pays the agreed owner interest royalty, and finally, out
of the working interest, pays any overriding royalty interest agreed.

> I have spent 10+ hours creating and deleting tables
> and forms because I am missing something in my
> developing. This tracking I do is for a single
> individual with WI and OR in all these wells. So
> manly its a lot of data entry that I have done in the
> past in excel but it seems that access, if I
> could figure it out, would serve the purpose better.

I would hate to try to keep up with 170 wells with 4 kinds of income and 5
kinds of expenses with a spreadsheet... it can surely be done, but you have
enough data that it should, indeed, be a lot easier (once the application is
developed, tested, and in production) using a database.

Just for the record, this is a good deal more than is usual for a newsgroup
answer. But, every once in a while, someone asking will have a topic of
particular interest to someone who answers questions, and they'll go through
the process at this level of detail.

We may run into some stumbling blocks, though, if I understand correctly
that you are using Access 2007. I use Access 2003 and earlier versions,
which have a significantly different user interface (menus instead of The
Ribbon). In due course of time, I will load and also use Access 2010, which
has The Ribbon interface, but with some changes. I do not plan to load and
have available Access 2007 because I have no clients who use it (and none
who are interested in using it); I will encourage any who want to move from
"classic Access" to move directly to Access 2010.

But, someone who does use Access 2007 will likely be able to step in and
help us if we encounter version-difference problems. Oh, and just so the
information will be available to users there, I am going to cross-post these
answers to comp.databases.ms-access, and that will let us continue
uninterrupted should Microsoft manage to really get news servers to drop the
newsgroups that Microsoft no longer supports..

Larry Linson, Microsoft Office Access MVP
Co-author, "Microsoft Access Small Business Solutions" pub. by Wiley
Access newsgroup support is alive and well at comp.databases.ms-access on
USENET

> "Access Developer" wrote:
>
>> "lauralynne" <lauralynne(a)discussions.microsoft.com> wrote
>>
>> > All I need is a simple data base that contains
>> > well names, and a form that allows me to enter
>> > in monthly income and expenses on each well
>> > in order to track and query.
>>
>> Create a table, tblWell, with fields:
>> WellName, data type Text, size 255 character
>> WellYearOfReport, data type Number, Long Integer
>> WellMonthOfReport, data type Number, Long Integer
>> WellIncome, data type Currency
>> WellExpenses, data type Currency
>>
>> You can create a Form, using the AutoForm feature
>>
>> Use the PropertySheet of the Form to set it to DataEntry = Yes.
>>
>> That's the simplest I can think of. But some enhancements for usability
>> would be to:
>>
>> 1. create a table of Well Names so the user could choose a well name
>> using a
>> Combo Box, and avoid the possibility of typing errors... say typing "Adam
>> Cone 1" instead of "Adam Cone #1" for Well Name.
>>
>> 2. Add a validation rule of ">=Year(Date) And <2100" or whatever year you
>> think are good limits to WellYearOfReport
>> 3. Add a validation rule of "<=1 And >=12" for WellMonthOfReport
>>
>> 4. If you are comfortable with Input Masks, use an Input Mask of
>> 0000;1;"__"
>> (that is, four underscores) for WellYearOfReport and 00;1;"__"
>> (twounderscores) for WellMonthOfReport
>>
>> 5. You will probably want a similar form for editing existing data...
>> copy
>> the form with a different name and change its DataEntry property to "No".
>>
>> 6. If you are in the oil and gas well business, this is almost certainly
>> inadequate information for either internal reporting, or reporting to
>> royalty owners. I am minimally familiar, not expert, with the oil and gas
>> business, and not familiar at all with other types of wells and the
>> information that may be needed for those.
>>
>> --
>> Larry Linson, Microsoft Office Access MVP
>> Co-author: "Microsoft Access Small Business Solutions", published by
>> Wiley
>> Access newsgroup support is alive and well in USENET
>> comp.databases.ms-access
>>
>>
>>
>> "lauralynne" <lauralynne(a)discussions.microsoft.com> wrote in message
>> news:1C7F5230-B1A4-420E-9E89-51C1BD76D099(a)microsoft.com...
>> >I know that what I am trying to do is very simple, I have completed 3
>> >levels
>> > of training in access and am about as dumb as mud it seems.
>> >
>>
>>
>> .
>>


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