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Stock Market Portfolio Database Sample


Hi Folks,

A friend intends to build a database for his portfolio as a learning exercise with Access. He is pretty much starting from scratch.

Does anybody know of/have a sample DB that would be a useful guide to him on his journey?

I have searched & googled but found very little, although I expected to find something as I presume this is something a lot of people would have done. Maybe I'm wrong? :confused:

==============================================
Edit: Post title possibly slightly misleading so I changed it!


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Dear All,

once again I need your help, I have no idea how to tackle the following problem. I am taking records of stock market transactions. As a final result I want to have a query which gives me for every end of the day the total value of my portfolio.
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SELECT T.Ticker, sum(T.Qty) AS TotQty, Q.qCl AS [Last Price], (T.Qty*Q.qCl) AS [SubTotalValue]
FROM tblTransactions AS T INNER JOIN tblQuotes AS Q ON T.Ticker=Q.qTicker
WHERE T.Date<=#3/9/2007# And Q.qDate=#3/9/2007#
GROUP BY T.Ticker, Q.qCl, (T.Qty*Q.qCl)
HAVING sum(T.Qty) >0
ORDER BY T.Ticker;


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Could you give me please some hints on how to proceed from here? I would be very pleased if somebody could help me with that question.

Best regards
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Dear Reader

I am a realtivly new user and I do not know alot of things about Access

I have set up a database, and within this database, i have a table with my product details (the products are books, details include: ISBN, Title, Stock Level, and Price), I also have a table with customer's information (Name, Contact details, etc). I have created an order form, from which a user selects the customers name from a drop down list, and then he selects his name, and finally the date. Following this the user then works within a subform.

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Would their be anyway, to add the book ISBN number into the subform, where the user could either type in the ISBN number or select from a combo box the book title, but either way, both fields are updated, what ever method is used.

From this subform, I would like to be able to print out an order summary/invoice. This would contain all the books ordered by the customer in the current transaction, as well as the customerís information, and the total of the order.

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Using the above method, would it then be possible through the creation of a query to show what customers have ordered in the past, in a tab on the customer's details form.

Thanking you in advanced
CJM

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Dear Reader

I am a realtivly new user and I do not know alot of things about Access

I have set up a database, and within this database, i have a table with my product details (the products are books, details include: ISBN, Title, Stock Level, and Price), I also have a table with customer's information (Name, Contact details, etc). I have created an order form, from which a user selects the customers name from a drop down list, and then he selects his name, and finally the date. Following this the user then works within a subform.

This subform has the following details, Order ID, Book ID, and Quantity Ordered. After this I want there to be a subtotal. I have no idea as to how to set this up, but I am assuming that I would need a query or something, to look up the price of the books, and then to multiply it by the quantity that the customer wants. Following this ideally I would like a small box on the main form saying the total value of the order.

Would their be anyway, to add the book ISBN number into the subform, where the user could either type in the ISBN number or select from a combo box the book title, but either way, both fields are updated, what ever method is used.

From this subform, I would like to be able to print out an order summary/invoice. This would contain all the books ordered by the customer in the current transaction, as well as the customerís information, and the total of the order.

And my final question is probably the hardest one. Is their anyway (possibly by pressing a button) to automatically minimize the stock value on the products table, by the quantity chosen by the user in the order form? And if the quantity wanted is greater than the amount in stock, for a message to appear on the Order Summary/Invoice stating "On Order"

Using the above method, would it then be possible through the creation of a query to show what customers have ordered in the past, in a tab on the customer's details form.

I have attached a copy of the relationships, as well as various images, the order form, customersí details and product details forms.

Thanking you in advanced
CJM

*If more images are needed feel free to ask

Order Form
http://img32.picoodle.com/img/img32/5/11/30/f_Untitled1m_9a2e33a.jpg

Product Form
http://img34.picoodle.com/img/img34/5/11/30/f_Untitled3m_2e1c239.jpg

Customer's Details Form
http://img01.picoodle.com/img/img01/5/11/30/f_Untitled4m_0b196eb.jpg

Relationships
http://img31.picoodle.com/img/img31/5/11/30/f_Untitled2m_cf8ac06.jpg

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Here are the images
form.jpg - http://img30.picoodle.com/img/img30/5/11/18/f_formm_78d6ea7.jpg
relation.jpg -
http://img03.picoodle.com/img/img03/5/11/18/f_relationm_6280f62.jpg

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CJ M

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Can someone post a copy of a sample mdw file so that I may observe the design of the database? I am very new to the concept of db security and would like to take a look at how the design is constructed. Thanks!

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