[mso] Re: Linking or importing Access database info
- From: Cathy.Evans@xxxxxxxxx
- To: mso@xxxxxxxxxxxxx
- Date: Fri, 4 Jun 2004 12:36:10 -0400
Kathie, since you could have same last names, can you create a concatenated
field of first/last name from both tables so you will have a unique
identifier to use for the purpose of matching the donors/donations. I
have had similar situations where I had to match up data from separate
tables that had slightly different structures. First step was to determine
the most similar data such as first/last name, then create a unique
identifier that would be used to match the tables. Then I ran make table
queries to create 2 new tables with unique identifier, pulled them together
via union query, then ran a final summary query or set of queries,
depending on need, to bring the data back into correct format/structure.
Ran an append query appending new data back to my original table based on
'is null' filter for existing data. In your case filter would be based on
year/date since you wouldn't want to append 2004 data already there. That
should give you a complete combined new table for reports, forms, etc. to
extract/edit current/historical data.
Forms/subforms - there is a good sample form/subform database and others at
Roger's Access Library (www.rogersaccesslibrary.com),
http://www.rogersaccesslibrary.com/download3.asp?SampleName=FormSubform.mdb
Is there any code in the on open event of the form that would take
precedence over what you're setting in the tab order? Are you in the
correct form section (header, detail or footer) when setting the order? I
also had a similar situation and found there was an 'on open' event that
caused my cursor to be in a certain field even though I set the order in a
different manner. Also, select the last name field and check the property
settings to make sure the tab stop is set to yes.
Hope this helps, Cathy
"Katherine Driskell
Felts" To: <mso@xxxxxxxxxxxxx>
<subscriptions@kdfcons
ulting.com> cc:
Sent by:
mso-bounce@xxxxxxxxxxx Subject: [mso] Re: Linking
or importing Access database info
rg
06/04/2004 09:56 AM
.....
Please respond to mso
Katherine Driskell Felts,
Executive Director
Blooming Prairie Center
Deep Roots, Bright Futures, Unlimited Horizons
-----Original Message-----
Thanks Peter. I had figured out that I would need to get a unique donor
number into the old (larger) database which didn't already have donor
numbers. So, I went through my donors and found that all but 4 of them
were new donors (which is really cool from a fundraising standpoint, but
not so much from a data stand point). So, mostly I'm entering the
contact information into the main page of the new database and then hope
to manage a sub form that tracks 02 and 03 donations. The main form has
little tabs that go to various subforms like donation history,
prospecting information, important dates, that sort of thing. I'd like
to add one more which is 02 03 giving and then be done, I suppose.
It would be good to figure out how to do these subforms, so that I can
take the families that have signed up for our summer camps (30 of them
woo hoo!) and get them into the data base as "clients" or "friends"
because that group will be a good group of prospects. Similarly, I'd
like to do that with families of our service and scholarship kids and
alumni. So, the upshot is that I need to be smarter so I can really
make this database do what I want it to do.
That said it seems to be a steep learning curve--I have tried about 900
times to change the tab order on the contact info page and STILL it
starts at the Last name. What is that all about? The rest of the tab
order is good, but this is really slowing me down.
Thanks all,
Kathie
P.S. Maybe a good, comprehensive book recommendation? Any free
e-books? I am well past what the community college course's text book
covered.
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