Question

I recently acquired this book from Microsoft Press. I currently have Office Enterprise 2007 (Access included) and have firmly decided to convert my Informix-SQL app to Access 2010. However, I’m not experienced with VBA, Macros and several other functionality my app needs. This is going to be a new learning process for me, but I must modernize my 20 year old char-based app and take advantage of new features. I have begun defining my tables and columns, but not the relationships. With INFORMIX, I join a serial (autoincrement) column with an INT column in another table. Now when I display a customers master row, I would like to automatically display all of the transactions associated with that customer in a sub-form and have the ability to add, update, query, delete on either tables. Can this be accomplished with A’10?

EDIT: OK, this is what I have done so far, defined tables and relationships:

there are more validation lookup tables to follow, but these are the main tables. So if now I create a form and specify the CLIENTES (customer table), LOTES (lot table), ARTICULOS (item table) and TRANSACCIONES (transaction table) it will create a CLIENT table as the master form and the other child tables as subforms on one screen?

Also, the reason I created a lot table is because when customers pawn or sell items, the pawnshop groups all these items into one lot, calculates the total loan or purchase amount, stores it all under one transaction and prints the ticket with a description of all the items and total amount. So I want the ability to say, if customer defaults on interest payments or does not redeem pawn, then customer forfeits all items and pawnshop may choose to sell some items to gold refinery and/or transfer other non-gold items to inventory to sell to the public, so would the above ER be adequate for this capability?

I also want to ensure that every row in every table has the same store_ID (company ID) while users are working within a specific company, as this system will be multi-company and there will be consolidated reports, etc.

Answer 1

This type of setup can be accomplished in any version of access going back to 1992.

The way you model these classic one to many relationships in access is to base the parent form on the parent table (note I said partent table, not a query – I going to repeat this again: you do not need a query that joins the data for you). You then create what is called a continues form based on the child table. You now have two forms, and you then can simple drag + drop in the form for the child table into the above parent form, and you are done.

In fact, if you design and setup the relationship correctly in the relationships window, then if you use a wizard to create the form, it will actually build and automatically insert a sub form for you.

So, there is some several interesting issues about the above process that you should know As I pointed above, you don’t have to build any SQL query at all. You don’t have to write sql to join together the data. Access will do all of this for you, and do it without any code.

So, when you navigate records in the main form, the child records will be automatically displayed and filtered for you in the sub form. (and if you add or delete or edit those child records, the correct relationship key is inserted and maintained for you, again done without writing any code at all).

In the following form, we have a classic accounting funds distribution example. In this example we are tracking membership donations. So, the top part of the form is one record based on the master table and is the donation event. I then created an continuous form. When dropped into the main form, it becomes a sub form. That form is the one on the left side, and it simply allows me to enter a list of members who donated for the above event.

The form looks like:

At this point the form will work without any code having been written.

In fact the above form I have the one main record, on the left side I have many members who made a donation. However, I also needed to split out each donation for those memebers on the left side to an to particular account for accounting purposes. (a classic check spliting that you see in just about every accounting package these days)

So the above models a one to many and then the many members also split out into many different accounts for each donation. A really incredible powerful setup, and one that has almost no code.

So, in the above I’m really doing three tables deep as a model. |And, to be fair, the right side (donations split into accounts) did need one line of code to update correctly, as access does not do this for me when you go 3 tables deep.

However for the most part, to model these classic parent to child table relationships in access, you don’t need to write any code at all. You use a main form and then for the child table, you insert a sub-form based on the child table.

And as noted if you set the relationships up correctly, access will automatically stitch the two together for you, and maintain the relationship for you. So display of the child records belonging to the one parent record will display for you automatically. And this ability includes you to edit and delete and add those child records. And, thus as you navigate to a new reocrd, all of the child records and information will automatically be refreshed for the next form.

In other words all the above can be done without building any SQL queries, and not one line of code is required.