Membership Management with Access
Lorelei
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castours Posted messages 2955 Registration date Status Membre Last intervention -
castours Posted messages 2955 Registration date Status Membre Last intervention -
Hello,
My association has just acquired Office 2010, and I am trying to discover Access... which I thought would be easier than this!
I would like to create a blank database that would allow me to manage the member listing of the association.
I tried using the "contact" template, but I can't modify the fields as I wish, I don't really understand much, in fact!
I would like to create some sort of form with name/first name/address/phone/email/n°caf or msa/type of membership/chosen activities, etc.
Then, I would like the data to automatically populate into a table like Excel when I fill in the fields of the form!!
I think using Access, although quite complex, can be super useful for generating interesting data crossovers to present during the association's general assembly...
So, if you know any simple tutorials... that would be great!!
Thank you in advance, good vacations to those lucky ones, and good luck to those who, like me, are at the office!
Lorelei
Configuration: Windows 7 / Firefox 14.0.1
My association has just acquired Office 2010, and I am trying to discover Access... which I thought would be easier than this!
I would like to create a blank database that would allow me to manage the member listing of the association.
I tried using the "contact" template, but I can't modify the fields as I wish, I don't really understand much, in fact!
I would like to create some sort of form with name/first name/address/phone/email/n°caf or msa/type of membership/chosen activities, etc.
Then, I would like the data to automatically populate into a table like Excel when I fill in the fields of the form!!
I think using Access, although quite complex, can be super useful for generating interesting data crossovers to present during the association's general assembly...
So, if you know any simple tutorials... that would be great!!
Thank you in advance, good vacations to those lucky ones, and good luck to those who, like me, are at the office!
Lorelei
Configuration: Windows 7 / Firefox 14.0.1
5 réponses
For tutorials, look here: https://forums.commentcamarche.net/forum/affich-804707-tutoriel-access
And then the books to read on the beach aren’t bad either... (and in the evening the exercises to do!!)
And then the books to read on the beach aren’t bad either... (and in the evening the exercises to do!!)
hello
Any advice on:
www.Developpez.com
www.selfaccess.fr
What type of association do you want to manage?
Any advice on:
www.Developpez.com
www.selfaccess.fr
What type of association do you want to manage?
Hello Lorelei.
I advise you to create your entire database from scratch, without using a template.
--
Retirement is great! Especially in the Caribbean... :-)
☻ Raymond ♂
I advise you to create your entire database from scratch, without using a template.
--
Retirement is great! Especially in the Caribbean... :-)
☻ Raymond ♂
If you want, let's build your database together.
* Open Access. In the right pane, enter the File Name and click on Create.
* Type DUPONT; validate; type Paul; validate; type 89; validate; type 12/08/85; validate; type Tarots, pétanque, choir, and macramé; validate.
* Go below DUPONT and type DURAND; validate; type Claire; validate; type 72; validate; type 27/11/91; validate; type Belote, sewing, walking; validate.
* Right-click on Field1, Rename the field, type LAST NAME. Rename Field2, First Name. Rename Field3, Membership Number. Rename Field4, Date of Birth. Rename Field5, Activities.
* Click on Date of Birth; in the dropdown list of Table Tools/Fields/Formatting/Data Type select Date/Time; in Activities, choose the data type Memo.
* It is noted that the software has automatically:
- assigned a No. in order (auto-incremented) in the first column
- applied the data type Text to the fields LAST NAME and First Name
- applied the data type Numeric to the field Membership Number.
* You can continue entering the records of your members.
* You can insert or add fields (columns) at any time.
* When you have finished a work session, close Access; the software will ask you "Do you want to save changes..."; click [Yes]. A window will open: type the name to assign to this table; I suggest Main Table; click [OK].
When you have built your database, we will help you to continue and enrich the work.
--
Retirement is great! Especially in the West Indies... :-)
☻ Raymond ♂
* Open Access. In the right pane, enter the File Name and click on Create.
* Type DUPONT; validate; type Paul; validate; type 89; validate; type 12/08/85; validate; type Tarots, pétanque, choir, and macramé; validate.
* Go below DUPONT and type DURAND; validate; type Claire; validate; type 72; validate; type 27/11/91; validate; type Belote, sewing, walking; validate.
* Right-click on Field1, Rename the field, type LAST NAME. Rename Field2, First Name. Rename Field3, Membership Number. Rename Field4, Date of Birth. Rename Field5, Activities.
* Click on Date of Birth; in the dropdown list of Table Tools/Fields/Formatting/Data Type select Date/Time; in Activities, choose the data type Memo.
* It is noted that the software has automatically:
- assigned a No. in order (auto-incremented) in the first column
- applied the data type Text to the fields LAST NAME and First Name
- applied the data type Numeric to the field Membership Number.
* You can continue entering the records of your members.
* You can insert or add fields (columns) at any time.
* When you have finished a work session, close Access; the software will ask you "Do you want to save changes..."; click [Yes]. A window will open: type the name to assign to this table; I suggest Main Table; click [OK].
When you have built your database, we will help you to continue and enrich the work.
--
Retirement is great! Especially in the West Indies... :-)
☻ Raymond ♂
Hello, as I explained in the message below, I just started creating the database, first based on your example, and then I restarted with the data that interests me.
I created a file with the following entries:
last name / first name / street / postal code / municipality / phone / email / CAF number / MSA number / type of membership / activity
I have a few questions about the result obtained ....
1) access automatically assigns an order number in the first column ... Why does my file start at the first line with the number 11?
2) I created a column for CAF and one for MSA, in order to distinguish them. The CAF number appears normally, but the MSA number is replaced by # # # # # and only appears when I click in the cell where it is located. However, the data type is set to "numeric"
That's it ... I will continue entering data into this database, and once it is finished, I will let you know!! A very big thank you for your help!
I created a file with the following entries:
last name / first name / street / postal code / municipality / phone / email / CAF number / MSA number / type of membership / activity
I have a few questions about the result obtained ....
1) access automatically assigns an order number in the first column ... Why does my file start at the first line with the number 11?
2) I created a column for CAF and one for MSA, in order to distinguish them. The CAF number appears normally, but the MSA number is replaced by # # # # # and only appears when I click in the cell where it is located. However, the data type is set to "numeric"
That's it ... I will continue entering data into this database, and once it is finished, I will let you know!! A very big thank you for your help!
Hello, Lorelei.
1) No importance: It's just an internal number that allows Access to quickly find its way in its searches. You don't need it. Are you sure you don't have numbers 1 to 10 a little further down? You probably sorted on one of the other columns...
2) It's like in Excel: your column is too narrow; widen it!
1) No importance: It's just an internal number that allows Access to quickly find its way in its searches. You don't need it. Are you sure you don't have numbers 1 to 10 a little further down? You probably sorted on one of the other columns...
2) It's like in Excel: your column is too narrow; widen it!
Hello everyone,
First of all, a big thank you for your responses!! This forum is really great because its users are very active and really help us!
Castours, this is a social center that has been around for a long time. I used to manage the member list with Excel, but now that I have Access, I think it offers much more possibilities and would allow me to create schemas, cross tables... very interesting to present at the AGM.
Raymond Pentier, thank you very much for your help.
I am finishing the work I started this morning, and I am starting to create the document. I will keep you updated as soon as I have completed these first steps!
Thank you ;)
Loreleï
First of all, a big thank you for your responses!! This forum is really great because its users are very active and really help us!
Castours, this is a social center that has been around for a long time. I used to manage the member list with Excel, but now that I have Access, I think it offers much more possibilities and would allow me to create schemas, cross tables... very interesting to present at the AGM.
Raymond Pentier, thank you very much for your help.
I am finishing the work I started this morning, and I am starting to create the document. I will keep you updated as soon as I have completed these first steps!
Thank you ;)
Loreleï