How can I do this??

[Stephanie]

I get a daily excel spread sheet (status reports). Each row represents an
account(Client) there are 4 or 5 fields that never change ie: name, date of
receipt etc. However, there are two records that change daily status No. and
status comments and the previous data is deleted or written over. I am
trying to create a report or form maybe that list each (all) accounts and the
running history of those two fields as a way to track progress or history of
notes. Thought maybe infopath was the way to go but - unable to get an
aggregate report or form show each within one file.

Thanks!

 

[Beth Melton]

It sounds like you should be using Access for this. The fields that never
change should be in their own table (without the duplicates) and the data
that does change should be in another table. The relationship between your
tables would be a one to many relationship. All you'd need to do is import
the fields that change daily in your database which will enable you to
maintain the history you desire (this could even be automated with a macro
so the import is reduced to a click of a button). Then you can use an Access
report to display your aggregated (grouped) data.

If you need help with the specifics, there are several newsgroups dedicated
to Access that you might want to post your questions in.

Please post all follow-up questions to the newsgroup. Requests for
assistance by email cannot be acknowledged.

~~~~~~~~~~~~~~~
Beth Melton
Microsoft Office MVP

Coauthor of Word 2007 Inside Out:
http://www.microsoft.com/MSPress/books/9801.aspx#AboutTheBook

Word FAQ: http://mvps.org/word
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