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#1
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Can Access do this?
We have sales opportunities in which we are “teamed” with other companies for
the same project. The goal is to know how many projects we “win” but also which “team” we tend to “win” with the most or some analysis of that sort. Another consideration is that we may have several projects with the same company. Can an Access database handle all of this? |
#2
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Can Access do this?
If one 'quote' involves many companies, that's a classic one-to-many
relation: Client table (one record for each company you bid with) - ClientID AutoNumber primary key - ClientName Text Quote table (one record for each opportunity you submit on.) - QuoteID AutoNumber primary key - QuoteDate when you submitted this. - Outcome some way of identifying whether it won. QuoteClient table, with fields: - QuoteID which quote this record is for - ClientID which company was involved in the quote. You could then create a query with both tables. Depress the Totals button (on the toolbar in query design.) Group by ClientID, and Count QuoteID. Set criteria where the outcome is what you want, and where it's in the date range you want to know about. -- Allen Browne - Microsoft MVP. Perth, Western Australia Tips for Access users - http://allenbrowne.com/tips.html Reply to group, rather than allenbrowne at mvps dot org. "Jan" wrote in message ... We have sales opportunities in which we are “teamed” with other companies for the same project. The goal is to know how many projects we “win” but also which “team” we tend to “win” with the most or some analysis of that sort. Another consideration is that we may have several projects with the same company. Can an Access database handle all of this? |
#3
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Can Access do this?
Just for the record, for the OP's benefit: This is a classic MANY-TO-MANY
relationship. -- TedMi "Allen Browne" wrote: If one 'quote' involves many companies, that's a classic one-to-many relation: Client table (one record for each company you bid with) - ClientID AutoNumber primary key - ClientName Text Quote table (one record for each opportunity you submit on.) - QuoteID AutoNumber primary key - QuoteDate when you submitted this. - Outcome some way of identifying whether it won. QuoteClient table, with fields: - QuoteID which quote this record is for - ClientID which company was involved in the quote. You could then create a query with both tables. Depress the Totals button (on the toolbar in query design.) Group by ClientID, and Count QuoteID. Set criteria where the outcome is what you want, and where it's in the date range you want to know about. -- Allen Browne - Microsoft MVP. Perth, Western Australia Tips for Access users - http://allenbrowne.com/tips.html Reply to group, rather than allenbrowne at mvps dot org. |
#4
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Can Access do this?
Thanks, TedMi. That's correct.
-- Allen Browne - Microsoft MVP. Perth, Western Australia Tips for Access users - http://allenbrowne.com/tips.html Reply to group, rather than allenbrowne at mvps dot org. "tedmi" wrote in message ... Just for the record, for the OP's benefit: This is a classic MANY-TO-MANY relationship. "Allen Browne" wrote: If one 'quote' involves many companies, that's a classic one-to-many relation: Client table (one record for each company you bid with) - ClientID AutoNumber primary key - ClientName Text Quote table (one record for each opportunity you submit on.) - QuoteID AutoNumber primary key - QuoteDate when you submitted this. - Outcome some way of identifying whether it won. QuoteClient table, with fields: - QuoteID which quote this record is for - ClientID which company was involved in the quote. You could then create a query with both tables. Depress the Totals button (on the toolbar in query design.) Group by ClientID, and Count QuoteID. Set criteria where the outcome is what you want, and where it's in the date range you want to know about. |
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