What Courses Do I Need - Microsoft Access Forum


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What Courses Do I Need

Arlette Kent

6 years ago

Hi!I'm looking to learn how to most effectively create a database using access that will allow me to create mail merge in word (I'm doing this now, but I know I'm not using the program to its potential - self taught so far)The database is for creating incorporation documents, so I right now I have the Corp info - 8 Directors (name, contact info, Office held) and 8 Shareholders (name, contact info, Share %, share class & voting. needless to say this is a massive list of fields. This data base is also used monthly to create documents pertaining to Annual Return documents which needs some of the same info. What courses should i take do you think that will help me build a concise database that isn't 5 miles long. I've signed up for the Access 2010 begin.. and the relationship one My initial thought was separate tables for the General Corp and then a table for the Directors and one for the Shareholders (related to each other) Tabbed form or something. so yeah what courses should i take to do that! :) thanks in advance for your help.

Richard Rost @Reply

6 years ago

Hi Arlette. Welcome. You're off to a good start. Finish the Beginner classes and the Relationship Seminar that you already purchased FIRST before you try starting your database. I hear from a LOT of people that they restarted their databases MULTIPLE times because they learned some new stuff in my lessons and had to start over. By the time you finish those lessons, you should have a good grasp on Access and relational tables. You can probably skip lessons 10 on in the seminar for now. Those are more advanced relationship types that you generally don't encounter (self-joins, reverse relationships, etc.)

After that, if you want to learn Mail Merge, I recommend doing everything in Access. You don't even need Word as long as your document editing needs aren't real complex. If you just want to crank out a report, or a bunch of letters, Access can handle it all. In Access Expert 5 and 6 I show you how to do that. If you still want to learn how to Mail Merge from Access to Word, however, I do cover that in Access Expert 19.

Arlette Kent OP @Reply

6 years ago

Thanks! Love your programs. They are awesome! I think I will stick to Word merge simply because of our letterhead & the share certificates are fussy. Something I thought of to ask after I hit send. Will the Relationship course teach me to add something into the "Directors" tab then duplicate that same Information in the "shareholders" tab . Not always, but more often than not the first two to three Directors and Shareholders are the same. :) Is that even doable?

Richard Rost @Reply

6 years ago

I can reproduce pretty much anything in Access that you can in Word. The only time I recommend Word is if you need to generate documents and then do a lot of individual editing to them - more than just simple merge fields. Duplicating records isn't something the Relationship Seminar goes into. I do have other lessons on how to do that, depending on what you need. Yes, of course it's doable. See if this TechHelp does the job: Create a Duplicate Record. If not, when you're finished with everything above, let me know.

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