D
Dave
Hello,
I am an acctg intern trying to figure out how to properly utilize InfoPath
'07 to populate records in an '07 access database.
Situation:
I am wanting to allow each of about 70 different managers to fill out a 2009
budget plan for their respective divison/department.
Currently, I have created an Access db with 3 'data source' tables
(Departments, Divisons, & Expense Accounts). And a 4th, currently blank
table, titled Budget Data.
"Budget Data" is laid out with the following fields:
"ID" "Last Name" "First Name" "Filled Date" "Division" "Department" "Exp.
Acct" "Month" "Amount"
With my budget data table setup this way, I can pull everything I need from
it using a pivot table in excel.
My current infopath form layout idea looks something like this:
First Name [Text Box] Last Name [Text Box]
Today's Date [Date Picker]
Division [dDown menu] (populated by table from access db)
Department [dDown menu] (populated by table from access)
I can populate 1 record with the above information without issue, however:
I want to allow a manager to enter in budget amounts for each acct for each
month, in 1 table... whereby clicking submit would essentially create 12
seperate records for each account; (1 record for each month)...
Ex data entry table layout:
Exp. Acct Jan Feb Mar Apr May etc ....
Advertising [txt box] [txt box] [txt box]
Bank Fees [txt box] [txt box] [txt box]
Business Meals
etc...
Is this even possible? What suggestions do you have on how I might
otherwise accomplish this?
Thank you!
Dave
Acctg/Finance Intern
Schweitzer Engineering Labs, Pullman WA
I am an acctg intern trying to figure out how to properly utilize InfoPath
'07 to populate records in an '07 access database.
Situation:
I am wanting to allow each of about 70 different managers to fill out a 2009
budget plan for their respective divison/department.
Currently, I have created an Access db with 3 'data source' tables
(Departments, Divisons, & Expense Accounts). And a 4th, currently blank
table, titled Budget Data.
"Budget Data" is laid out with the following fields:
"ID" "Last Name" "First Name" "Filled Date" "Division" "Department" "Exp.
Acct" "Month" "Amount"
With my budget data table setup this way, I can pull everything I need from
it using a pivot table in excel.
My current infopath form layout idea looks something like this:
First Name [Text Box] Last Name [Text Box]
Today's Date [Date Picker]
Division [dDown menu] (populated by table from access db)
Department [dDown menu] (populated by table from access)
I can populate 1 record with the above information without issue, however:
I want to allow a manager to enter in budget amounts for each acct for each
month, in 1 table... whereby clicking submit would essentially create 12
seperate records for each account; (1 record for each month)...
Ex data entry table layout:
Exp. Acct Jan Feb Mar Apr May etc ....
Advertising [txt box] [txt box] [txt box]
Bank Fees [txt box] [txt box] [txt box]
Business Meals
etc...
Is this even possible? What suggestions do you have on how I might
otherwise accomplish this?
Thank you!
Dave
Acctg/Finance Intern
Schweitzer Engineering Labs, Pullman WA