My Final Database Project


My employer has hundreds of grants from federal, state and private agencies. Each grant has one or more funds. Each fund has one or more orgs. Each org has one or more line items. Each line item has one or more account codes.

What I need are inception to date cost reports for each org within a certain level or grouping of orgs. I need the org reports to be sub-totaled by line item. I need these reports to be generated and printed automatically each month.

Right now I can only get inception to date reports which have costs sub-totaled by org and by line item by entering first a grant number, then clicking on or entering a fund number, entering the word true and then waiting for a report (sometimes a very long time) in QMENU. This can take up to two days since my employer has hundreds of grants with multiple orgs.

Another alternative through VistaPlus is to enter the org level I want in the inception to date screens which are updated weekly. The problem is that the reports are totaled by fund which has all the available orgs mixed up within the report. Another problem is that the fund number appears only at the top of the page. Another problem is that this report extracts hundreds of pages of data. I can’t just download this report in Excel and sort by org and sub-total by line item. I’d have to copy down the fund number to every row of the report which would take more work than the option in QMENU. See attached screenshot.

Here’s what I am hoping to do with the help of Access.

Download the VistaPlus information by org level into an Access table.
Somehow populate the table with the fund number and line item description.
Sort by org and sub-total by line item.
Print automatically every org/fund’s information in a certain form format.