R
Ryan.Chowdhury
I'm trying to develop a data entry form and I'm unsure of what the best
structure is. Here are the assumptions:
I'm developing this in an ADP with a SQL back-end.
Table1: contains fund names (PK = FundID)
Table2: contains company names (PK = CompanyID)
(companies are constituents of funds)
Table3: join table that contains combinations of funds and companies
(PK = FundCompanyID)
Table4: valuations for fund/company combinations. The fields are:
FundCompanyID, Date, Cost, FairMarketValue
I need a form that accomplishes two goals:
1. allows users to select a fund/company combination without having to
go lookup the FundCompanyID. I created a few versions with dynamic
combo boxes that updated depending on the fund selected. After a
company was selected, a bit of code inserted a FundCompanyID.
2. These valuations are updated quarterly for the same fund/company
combinations so to make entry easy, a user should be able to copy a set
of records from the prior record, paste them as new records and update
the Cost and FairMarketValue.
I'm tried numerous structures but I can't seem to meet these goals. Any
advice would be appreciated.
Ryan
structure is. Here are the assumptions:
I'm developing this in an ADP with a SQL back-end.
Table1: contains fund names (PK = FundID)
Table2: contains company names (PK = CompanyID)
(companies are constituents of funds)
Table3: join table that contains combinations of funds and companies
(PK = FundCompanyID)
Table4: valuations for fund/company combinations. The fields are:
FundCompanyID, Date, Cost, FairMarketValue
I need a form that accomplishes two goals:
1. allows users to select a fund/company combination without having to
go lookup the FundCompanyID. I created a few versions with dynamic
combo boxes that updated depending on the fund selected. After a
company was selected, a bit of code inserted a FundCompanyID.
2. These valuations are updated quarterly for the same fund/company
combinations so to make entry easy, a user should be able to copy a set
of records from the prior record, paste them as new records and update
the Cost and FairMarketValue.
I'm tried numerous structures but I can't seem to meet these goals. Any
advice would be appreciated.
Ryan