Forms Help

[ckloch]

I am using Access 2003. I ultimately want my information for a report
but here is my scenario. I have a database set up with a table of
customer accounts and a table of mutual funds held in each customers
account.. So customer a holds 3 mutual funds and customer b hold 5
mutual funds 2 of which are the same as customer a, etc. I want to
build a form which will have the current funds and the possible
replacement funds from the mutual fund table. When i open the form i
want it to pull the current list of funds for the specific customer.
The report will show the current fund and the suggested replacement
fund.

I am wits end on how to best design this. Please send suggestions.

 

[Larry Linson]

I am using Access 2003. I ultimately want my information for a report
but here is my scenario. I have a database set up with a table of
customer accounts and a table of mutual funds held in each customers
account.. So customer a holds 3 mutual funds and customer b hold 5
mutual funds 2 of which are the same as customer a, etc. I want to
build a form which will have the current funds and the possible
replacement funds from the mutual fund table. When i open the form i
want it to pull the current list of funds for the specific customer.
The report will show the current fund and the suggested replacement
fund.

I am wits end on how to best design this. Please send suggestions.

Assuming there is a foreign key to the customer table in the mutual funds
table, it would be simple to create a continuous forms view Form of the
mutual fund data (recordsource: MutualFunds), then embed it in a Subform
Control on the main Form (recordsource: Customer). Use whatever field is the
unique key of the Customer and the foreign key to Customer in the
MutualFunds Table as the MasterLinkFields and ChildLinkFields properties of
the Subform Control.

Larry Linson
Microsoft Access MVP

 

[ckloch]

Assuming there is a foreign key to the customer table in the mutual funds

table, it would be simple to create a continuous forms view Form of the
mutual fund data (recordsource: MutualFunds), then embed it in a Subform
Control on the main Form (recordsource: Customer). Use whatever field is the
unique key of the Customer and the foreign key to Customer in the
MutualFunds Table as the MasterLinkFields and ChildLinkFields properties of
the Subform Control.

Larry Linson
Microsoft Access MVP

Thanks tons Larry,

I have the form set up exactly as I want. Howevever for the final
report I need additional information about the new fund, such as
category and ticker... I am trying to build a query to pull this
information but it is fulling the information for the old fund. How
do i structure this?

Thanks!!!!