Repeating data in table
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From: marine8105 via AccessMonster.com on 20 Mar 2010 15:06 I am trying to start simple and understand some of creating a dbase. However, I want to develop a dbase to handle bank statements. Each client (using ssn) can have several bank accounts. I have set up the form to gather the client info, bank info, and of course the account numbers. How do I create a form to allow me to enter deposits, other increases, checks, other decreases, balance? I want to gather this information without having to input the ssn and account number each time. I am looking to input the account number, which will tie to the client ssn, and then input the deposits and checks (along with the date of the statement) for each month over what might be years. I can then query using dates and ssn. Thank you for any help. Mike ONeil -- Message posted via AccessMonster.com http://www.accessmonster.com/Uwe/Forums.aspx/access-forms/201003/1
From: John W. Vinson on 20 Mar 2010 17:09 On Sat, 20 Mar 2010 19:06:48 GMT, "marine8105 via AccessMonster.com" <u58684(a)uwe> wrote: >I am trying to start simple and understand some of creating a dbase. However, >I want to develop a dbase to handle bank statements. Each client (using ssn) >can have several bank accounts. I have set up the form to gather the client >info, bank info, and of course the account numbers. How do I create a form >to allow me to enter deposits, other increases, checks, other decreases, >balance? I want to gather this information without having to input the ssn >and account number each time. > >I am looking to input the account number, which will tie to the client ssn, >and then input the deposits and checks (along with the date of the statement) >for each month over what might be years. I can then query using dates and >ssn. > >Thank you for any help. > >Mike ONeil STOP!!! You're evidently missing the most basic principle of relational databases: each type of Entity gets its own Table, and each individual Entity is represented once and only once. You should have a table of Clients, with SSN as the primary key and biographical information in other fields. That information should be stored ONCE. You should also have a table of Accounts, with an AccountNumber as the primary key, a SSN field as a link to the table of clients, account-specific information, and *absolutely nothing* about the client. Then you need a table of transactions, with a primary key (perhaps an autonumber), an account number (*but no SSN*, you would link to that via the accounts table), amount, transaction type, transaction date, etc. You can use a Form based on a parent table with one or more Subforms based on the child tables. The Subform's master/child link feature will fill in the linking field (e.g. account number) without your needing to type it - or for that matter, even *see* it. Take a look at some of these tutorials for good examples: Jeff Conrad's resources page: http://www.accessmvp.com/JConrad/accessjunkie/resources.html The Access Web resources page: http://www.mvps.org/access/resources/index.html Roger Carlson's tutorials, samples and tips: http://www.rogersaccesslibrary.com/ A free tutorial written by Crystal: http://allenbrowne.com/casu-22.html A video how-to series by Crystal: http://www.YouTube.com/user/LearnAccessByCrystal MVP Allen Browne's tutorials: http://allenbrowne.com/links.html#Tutorials -- John W. Vinson [MVP]
From: kc-mass on 20 Mar 2010 23:56
As you start developing data bases one of the things you want to understand is info security. There is no reason to, and a lot of reasons not to, use a social security number in a database. Your band records your checks and deposits by your account number not by SSN. They do that for good reasons. If SSNs are stored, displayed and printed they and perhaps your self may be liable if the customer's identity is compromised. Read up on the subject and I think you will agree. Kevin "marine8105 via AccessMonster.com" <u58684(a)uwe> wrote in message news:a54dab287f1a4(a)uwe... >I am trying to start simple and understand some of creating a dbase. >However, > I want to develop a dbase to handle bank statements. Each client (using > ssn) > can have several bank accounts. I have set up the form to gather the > client > info, bank info, and of course the account numbers. How do I create a > form > to allow me to enter deposits, other increases, checks, other decreases, > balance? I want to gather this information without having to input the > ssn > and account number each time. > > I am looking to input the account number, which will tie to the client > ssn, > and then input the deposits and checks (along with the date of the > statement) > for each month over what might be years. I can then query using dates and > ssn. > > Thank you for any help. > > Mike ONeil > > -- > Message posted via AccessMonster.com > http://www.accessmonster.com/Uwe/Forums.aspx/access-forms/201003/1 > |