Because the amount of data stored for each employee would vary, looking for a particular item in the worksheet wouldn’t be easy. If one person had only one piece, then you’d need just two columns.
If one person had 15 devices, for example, you’d make 30 such columns. First, you could allocate one row in a worksheet for each employee and dedicate pairs of columns across that row to contain the description and ID for each asset the employee has been assigned. If you were to create this record-keeping system as a list in Excel, you would do so in one of two ways. Each employee may have any number of these assets in their possession, and you need to store a description and an ID number for each electronic device an employee has (you needn’t limit your data to electronic devices, of course). Here’s a real-world situation involving complex data that is a good candidate for being stored and managed in Access rather than in Excel: Let’s say your business needs to maintain records as to which employees have been assigned company assets, such as smartphones, computers, tablets, or video projectors. What’s more, storing data in list form requires you to use special Excel tools, such as pivot tables, so that you can analyze and view the data in a meaningful way. Although you could store even complex data in list form in Excel, doing so typically results in a lot of data duplication and the risk of data-entry errors. When you’re working with complex data, however, Access is the program to use. When you’re working with simple lists, you have no reason to use Access, because Excel offers basic tools for such tasks as sorting, filtering, and computing values.
Database ms access how to#
I’ll show you how to make the most of this relational database program.
Database ms access professional#
You can easily export data to Excel or map accounts or contacts in Google Earth or Google Maps.If you own a version of Microsoft Office that includes Access (Office Professional 2010 is the most current version), but you’ve never used it, you’re overlooking a powerful tool for organizing and analyzing business data.
Every column allows filtering (numerous ways to filter) This is an filtering by groups.įiltering by Query (these are queries the user has created in Microsoft Access)įiltering on a List screen. The database works in conjunction with Microsoft Word to provide custom word merge documents.įiltering and searching can be done in numerous ways. Reporting is usually customized for each client’s needs.Įmailing is very flexible and lets you send single or multiple custom emails with customizable email templates (txt and HTML) emails. There are a few types of reports available in this template. This is the list screen that list the activities. The detail screen shows information for one contact and all related information (Activities, Opportunities, Former Companies)Ĭontact Detail screen (Relationships Tab)Īn activity is used to record various types of information (appointments, meetings, phone call, emails, task/to dos etc…). The ribbon at the top allows for easy navigation to other areas of the program.Ĭontact Detail screen (General Tab). You can easily search or filter the list to find any contact’s information. The detail screen shows information for one account and all related information (contacts, Former Contacts, Activities, Opportunities, Invoices)Īccount Detail screen (Relationships Tab) The ribbon at the top allows for easy navigation to other areas of the program.Īccount Detail screen (General Tab). You can easily search or filter the list to find any account information.
Database ms access free#
If you have a question about what kinds of functionality we can incorporate into a custom database feel free to contact us. Here are some screenshots from one of our CRM templates (see products for more info).
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