Designing a Database

[Guest]

I'm a noob at using Access - gotta admit that up front.

I'm using Access 2003 at work (and Access 2007 at home). What I'm trying to
do is design a database to help track when our vendors insurance expires, and
to be able to run a query and print a report that shows which vendors have
insurance expirations in a given month.

So far, I've created a table with the following columns:
Vendor Name
Date of Insurance Expiration
Additional Insured Wording - Checkbox for yes or no (required under certain
contracts)
Waiver of Subrogation - Checkbox for yes or no (required under certain
contracts)
Copy of Contract on file - Checkbox for yes or now
Notes/Comments

Not very complex. My problem thus far is designing either the query or
report to run to show only a given time period of expirations (i.e. September
2007).

Any suggestions on how to proceed from here is appreciated.

 

[Al Campagna]

Big Dog,
First, avoid using field names with spaces. Any object name with spaces
will have to be "bracketed" in an code.
Try VendorName instead of Vendor Name, DateOfInsuranceExpiration, etc...

Second, you should have a unique key field (usually an AutoNumber) in
your table... say... VendorID for example.

Now, a simple method to build a query (the RecordSource for your report)
to filter out any records that do not fall within a Date range...
Use a query as the RecordSource of your report.
In Query Design mode, use this criteria against the
DateOfInsuranceExpiration field...
Between [Enter Starting Date] And [Enter Ending Date]

When the report is run, the query realizes that it has no idea what
[Enter Starting Date] And [Enter Ending Date] are, so it opens a Input
box for each undefined value, and asks the user to provide that information.
You enter a starting Date (01/01/07) in one
input box, and 1/31/07 in the second Input box.
Those entered values will filter the query's recordset, and the report
will only display records that meet that date criteria. (aka January of
2007)
--
hth
Al Campagna
Microsoft Access MVP
Candia Computer Consulting
http://home.comcast.net/~cccsolutions/index.html
"Find a job that you love... and you'll never work a day in your life."

 

[Al Campagna]

Big Dog,
I should have added the comment that what you request in your post, is a
bit broad for a "specific" answer. I offered several "general"
recommendations, but it would be better if your question were more specific.
No big deal really... just a suggestion...
As you go along... if you have further questions, create a new post for
each specific question.
--
hth
Al Campagna
Microsoft Access MVP
Candia Computer Consulting
http://home.comcast.net/~cccsolutions/index.html
"Find a job that you love... and you'll never work a day in your life."

 

[Guest]

Al

Thanks for all of your help and input. This definitely helps.

FWIW, I bought the MS "Step by Step" book for Access 2007. As I go along in
my career, I'm finding that having at least a basic working knowledge of
Access is necessary.

Thanx again!

 

[Al Campagna]

Big Dog,
That's a good attitude to have.
Good luck...
--
Al Campagna
Microsoft Access MVP
Candia Computer Consulting
http://home.comcast.net/~cccsolutions/index.html
"Find a job that you love... and you'll never work a day in your life."