Create an input form

E

eeyore

I'd like to create a form (input screen) where Year and Month (Fiscal Year &
Fiscal Period) represent Column headers, and various codes would represent
rows. The user would input data in the intersection of the row and column.
The input data would then pull other data and calculate.

For example a user would enter hours on the row for a particular labor rate
and the form would self populate the matematical result for hours multiplied
by the labor rate to come up with an amount for the Fiscal Year and Fiscal
period)

Later I'd like to generate reports by different criteria such as FY,
Quarter, etc.

I know how to create simple tables, forms, queries, and reports, I don't
know how to create the input screen I want.
 
K

KARL DEWEY

I'd like to create a form (input screen) where Year and Month (Fiscal Year
& Fiscal Period) represent Column headers ...You are speaking spreadsheet. You should enter a date and then the Year
and Month (Fiscal Year & Fiscal Period) would be calculate when needed for
display and reporting.
You need a labor rate table. Will the labor rate ever change or will there
be a new category added? If it changes the you need a field for effective
date.
Will you only collect at the labor rate level or at employee level? Project
level?
 
E

eeyore

Karl,

In simple terms I would like to have it for budget and forecasting by labor
rate category.

However, when I want to compare budget/Forecast to Actual I'll need to
create actual average summary data by Labor category since the source data is
by employee id or name.

Ideally for the Forecast Labor rates I can choose between multiple scenarios
for example a base labor rate, a base labor rate escalated by 5%, and a base
labor rate escalated by 10%. etc.... However, this might be a pipe dream
since I don't know how to create the input screen for the hours.
 
K

KARL DEWEY

What is your table structure for employees, projects, hours collection, etc?
What will the data sheets look like that will be presented to the data entry
person?
 
E

eeyore

For Budget the Table would be Project, FY, PD, Labor Category, hours


For Actual the table would be the same but the source data would come from a
data dump. A query summing Hours by Project and Labor Category. Then a join
 

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