G
Guest
I am trying to design a database and I haven't worked with them very much,
but have a fairly good knowledge of database design.
I have been trying to determine how to best design the tables for our
clients investment holdings information. Each month we need to send out a
report with their investment holdings and other information ( share amounts,
price and total mkt value) there may be some other information that they
request in the future, but we have about 180 clients and each holds between
40 and 150 assets in different quantities. So all of the information per
client per month is unique. I was wondering might be the best way to go
about holding this information. I could have one large table for each month
with the clients name, stock ticker, quantity...., I could have an even
larger one with the year and add the month as a column or I was thinking I
could have many tables, maybe one for each client with the date, ticker....
Or something else if there is a better way. Does anybody have any
suggestions?
The only other option is that I have this information in csv files and I
could leave it there and just create a macro to open the file and read it
into a report when the user wants it, but I don't know how efficient that
is...
thanks
but have a fairly good knowledge of database design.
I have been trying to determine how to best design the tables for our
clients investment holdings information. Each month we need to send out a
report with their investment holdings and other information ( share amounts,
price and total mkt value) there may be some other information that they
request in the future, but we have about 180 clients and each holds between
40 and 150 assets in different quantities. So all of the information per
client per month is unique. I was wondering might be the best way to go
about holding this information. I could have one large table for each month
with the clients name, stock ticker, quantity...., I could have an even
larger one with the year and add the month as a column or I was thinking I
could have many tables, maybe one for each client with the date, ticker....
Or something else if there is a better way. Does anybody have any
suggestions?
The only other option is that I have this information in csv files and I
could leave it there and just create a macro to open the file and read it
into a report when the user wants it, but I don't know how efficient that
is...
thanks