Question:
I have to design a database that
will be used to do Business Plans.
I know how to create the tables
, I am just not sure if what I am
planning will work.
I need to have various fields that
will be text fields that the client
will have to complete. My big concern
which I am not certain about is:
If I create a lot of tables and
I set the relationship, is the best
way to set it going to be the That
the client Number will have to be
put into every table?
Answer:
It all depends on what "business
plan" means to you. In my experience,
every project is different and therefore
business planning requires more
flexibility than a relational database
can easily provide. Maybe you are
working in a field where projects
and business plans can be sufficiently
standardized.
Knowing "how to create the
tables" is not as important
as knowing "when".
Any pile of facts can be put into
a table. To get the most out
of Access' features and functions,
you need to spend the time to normalize
your data. This is best accomplished
by first turning off the computer,
then picking up pencil and paper
and drawing boxes and lines.
Each box represents a different
"entity" (a concept about
which you wish to store information).
Take a look at the topic of
normalization to get the entities
down.
Then look for how the entities are
related. These are the lines.
For example, if you were building
an Order Entry system, one Person
(an entity) could have zero, one
or more Orders (another entity).
And one Order could have one
or more Order Items (another entity).
The idea behind the database is
that we brake the standard business
plan down in simple questions and
that the answers get pulled through
to a standard report , which will
cover all the sections of s business
plan. I took the basic Business
Plan template from Word and I am
using some of the info from there.
My Switch Board Items will be:
Executive summary and table of contents
.. Personal information . Details
of personal assets Details of personal
liabilities. Business description
Market analysis .. Marketing and
sales activities .. Products and
ser vices... Operations . Source
and application of funding Financial
data . Notes Appendices or exhibits
. Administrative considerations
Market Analysis . Marketing and
Sales Activities
My big thing is that I am just not
sure how to link all the tables
up , so that each record (Single
Client) will be linked to all the
tables. I also have to design it
so that it can generate financials
(cash-flow, income statement and
balance sheet) from data the client
provides. The idea behind this is
to help young business, who does
not have any knowledge on business
plans to be able to complete the
questions and have a business plan
that they understand and that the
banks will consider for funding
as well.
The business
plan template from Word, *will not
give you* the design
of the table structures in Access.
To design
the table structures in Access,
you need to use a non-trivial, non-intuitive
process called "database normalization".
If you do not know what this is,
you need to learn about it *before
you go any further*. Google the
Access groups for that term, there
will be lots of references