Additional Form Help

L

LG

Currently this process is done in excel but would like to move it to access.I
have built the table just by exporting the data from excel.
Currently we have member information for a letter template and client
information that has to be added as well. The client information is in
another table that gets updated monthly.
Fields would be:
(This info will be entered)
Last_Name
First_Name
Address1
Address2
City
State
Zipcode
Mbr_id
Received
Time
Drgus_not_covered
Reason1
Reason2
Reason3
Reason4
QCP_id

(this info is in another table)
Carrier_Cms_contract_ID
client_Name
Appeals_Phone
Appeals_Fax
Appeals_TTY
Comp
Add_2
City2
State2
Zipcode2
The information from the client they enter the client ID and auto populates
the remaining fields.
Is this possible to do in access? Also, the reason codes are listed in
another table and they enter a number and on the letter it populates to the
appropriate fields.
Please help this is one of the most complicated piece to this database
project.
 
J

Jeff Boyce

As soon as I see 'repeating fields' ("Reason1", "Reason2", ...) and/or
"export from excel [into Access]", I'm reminded again why I think Microsoft
made a mistake packaging Access with Office.

Excel is a spreadsheet. Most folks know how to do things with numbers...

Access is a relational database (and development tool). Most (normal) folks
don't comprehend relational database design.

What works in Excel doesn't work (very well) in Access, because Access'
features/functions are expecting "well-normalized" data, in "relational"
table structure. If these terms aren't familiar, plan on spending some time
learning about them.

You're faced with a "pay now or pay later" situation. If you skip learning
about how Access best uses data, you and Access will be working overtime to
overcome your feeding it 'sheet data. So pay now (learn relational database
design) or pay later (keep trying to find work-arounds).

Good luck!

Regards

Jeff Boyce
Microsoft Office/Access MVP
 

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