template help

M

moonpiedaytona

I'm looking for a template to use to track a year long promotion in which I
track 600+ reps from over 160 companies earn points from 30 different
vendors, anybody got any suggestions or know of a template that would work.
I'm new to access and am lost. I have to run reports on points by vendor,
points earned by company and points earned by individual reps.
 
J

John W. Vinson

I'm looking for a template to use to track a year long promotion in which I
track 600+ reps from over 160 companies earn points from 30 different
vendors, anybody got any suggestions or know of a template that would work.
I'm new to access and am lost. I have to run reports on points by vendor,
points earned by company and points earned by individual reps.

There aren't all that many highly specific "templates" for this kind of work.
Most Access development is "from scratch", customized for the specific need.
The way your reps "earn points" will probably be specific to your promotion,
and any existing database would need to be modified anyway (and that can be
even harder than building from the ground up!)

I'd suggest either hiring someone, preferably local (*get references and check
the person's reputation!*) or going to the nontrivial effort of learning
Access yourself, using this project as a major exercise. Here's some resources
to help you do so:

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
 
J

James A. Fortune

Steve said:
Hello,

In line with Johm Vinson's suggestion, I would like to offer to build the
database you want. I provide help with Access, Excel and Word applications
for a small fee. My fee to build the database for you would be very modest.
Contact me if you are interested. Below are some comments from customers I
have kelped.

Steve
(e-mail address removed)


Thanks for your work; it is just what I was looking for! You're good.
This is only the second time I've contracted out Access development, you
were the first, you did a fine job the first time but this time I
thought I'd see what the open monetary marketplace could provide. Let's
just say you are the only one who has been able to get me the result I
was looking for and I didn't have to spend any time explaining the
details to you.

Scott Rich


Can you hear it. They're clapping. Loudly.

I have a half dozen employees who have declared you their hero for the week.
They love the change (and they think I'm a moron for not thinking of it
sooner). Thanks Steve.

J. Thomas Utley
General Manager

Those are impressive comments Steve. Disclaimer: I sometimes believe
Microsoft status bars to be accurate.

James A. Fortune
(e-mail address removed)
 
J

John... Visio MVP

Steve said:
Hello,

In line with Johm Vinson's suggestion, I would like to offer to build the
database you want. I provide help with Access, Excel and Word applications
for a small fee. My fee to build the database for you would be very
modest. Contact me if you are interested. Below are some comments from
customers I have kelped.

Steve


"In line with John Vinson's suggestion" I doubt John was recommending your
"services"

"I have kelped". Whether you worked with seaweed or not is not relevant.



These newsgroups are provided by Microsoft for FREE peer to peer support.
There are many highly qualified individuals who gladly help for free. Stevie
is not one of them, but he is the only one who just does not get the idea of
"FREE" support. He offers questionable results at unreasonable prices. If he
was any good, the "thousands" of people he claims to have helped would be
flooding him with work, but there appears to be a continuous drought and he
needs to constantly grovel for work.

A few gems gleaned from the Word New User newsgroup over the past Christmas
period and a few gems from the Access newsgroups to show Stevie's
"expertise".


Dec 17, 2008 7:47 pm

Word 2007 ..........
In older versions of Word you could highlght some text then go to Format -
Change Case and change the case of the hoghloghted text. Is this still
available in Word 2007? Where?
Thanks! Steve


Dec 22, 2008 8:22 pm

I am designing a series of paystubs for a client. I start in landscape and
draw a table then add columns and rows to setup labels and their
corresponding value. This all works fine. After a landscape version is
completed, I next need to design a portrait version. Rather than strating
from scratch, I'd like to be able to cut and paste from the landscape
version and design the portrait version.
Steve


Dec 24, 2008, 1:12 PM

How do you protect the document for filling in forms?
Steve


One of my favourites:
Dec 30, 2008 8:07 PM - a reply to stevie
(The original poster asked how to sort a list and stevie offered to create
the OP an Access database)
Yes, you are right but a database is the correct tool to use not a
spreadsheet.


Not at all. If it's just a simple list then a spreadsheet is perfectly
adequate...


Sept 10, 2009
(In respose to a perfectly adequate GENERIC solution stevie wrote)

This function is specific to the example but not generic for any amount paid
out.

Steve



Sept 9, 2009
Steve said:
you can then return all the characters in front of it with the Left()
fumction. Would look like:
Left("YourString",Instr("YourString","VbCr" Or "VbLf") - 1)

Steve

No, it would not look like

Left("YourString",Instr("YourString","VbCr" Or "VbLf") - 1)

First of all, the constants are vbCr and vbLf: no quotes around them. With
the quotes, you're looking for the literal strings.

Second, you can't Or together character constants like that. Even if you
could, Or'ing them together in the InStr function like that makes no sense
at all.



Sept 22,2009
Sorry Steve, even I can see that this is a useless answer. I made it pretty
clear that "CW259" is just ONE possible value for the control.

Steve said:
Hello David,

Open your report in design view and select txtOrderID. Open properties and
go to the Data tab. Put the following expression in the Control Source
property:

=IIF([chkActive],"CW259","(CW259)")

Steve


John... Visio MVP
 
J

John... Visio MVP

Stevie should have used the message that was posted today to one of his
responses
:Sorry Steve, even I can see that this is a useless answer. I made it pretty
:clear that "CW259" is just ONE possible value for the control.
John... Visio MVP
 
M

Mark Andrews

While I do not have the exact template you need, you could take a look at
the CRM templates
available on my website. They might help (in the long run if you really
want to get into Access).

If you want to start learning Access your project actually sounds like a
good project to start with, a few tables
and some easy queries and reporting. Keep in mind to use Access well you do
need to understand some database design
principles and usually get some VBA coding into the mix. Lots of "regular"
non-programmer types tend to charge off and
try using Access to find out it's a bit more difficult product than Excel
etc....

Shoot me an email with Access version and a little more detail on how points
are assigned and I'll help you design the tables needed (Free of charge).
I could also add a query or two to show you how to get points by vendor or
points by company. Note: I might not check back
on this newsgroup so contacting me via email is the best route.

I might have an hour or two free this week to get you started or just write
the thing for you for free, no promises
(I'm waiting on a few clients to provide feedback on other projects
right now, thus I'm answering this question in the newsgroup).

HTH,
Mark Andrews
RPT Software
http://www.rptsoftware.com
 

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