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Advice on designing an ERP-like data structure from xls

Posted on 2009-05-05
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Last Modified: 2013-11-29
Hi,

I'm on a project in a business that has 3 access databases and a couple of Excel files that each gets the forecast budget information for each department.

Two department has a pretty complex structure with Production units where we can already pull out the labor and material cost per sub-unit. Some other only have an Excel sheet with a Planned and Invoiced column.

They want me to put that in an Access database so that people enter their data there instead of doing so in Excel (those that are in Excel that is) and they plan to implement a small ERP system like maybe MS Dynamics. The goal of all that to make it easier to do the move to the ERP so we should adopt an ERP like structure already.

I'd really like to have your advice on a way to do that or some documentation where I could get a good briefing on that.

Thanks a lot!
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Question by:Jonthemoon
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Jeffrey Coachman earned 250 total points
ID: 24311033
Jonthemoon,

<I'd really like to have your advice on a way to do that or some documentation where I could get a good briefing on that.>
...I don't know of any "documentation" that is that specific.
That will tell you how to:
  Convert Excel sheets into Access data to simulate an ERP application.

There is no specific "ERP" Data structure per se.

First, in order to convert Excel data to Access data, this Excel data must be "Normalized"

Second, without seeing this Excel Data, it is impossible to even tell what the final Access table structures or relationships will be.

Third, Data Entry in Access should be done with forms. These must be specifically designed.

So a conversion from Excel to Access involves quite a bit more than just importing the individual Excel sheets to Access.

The design in Access will involve Tables (design and Linking), Queries, and Forms.
Each of these objects must be designed to work together.

Finally, you posted no specifications on the current Excel structure so it is difficult to make any recommendations.


JeffCoachman
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by:Jonthemoon
ID: 31578062
Thanks for your comment. It does not really answer my question but confirm that there is not really anything like what I'm looking for.

Thanks
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LVL 74

Expert Comment

by:Jeffrey Coachman
ID: 25536772
OK
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