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User-selection of records, a unique problem. How to approach?

P: n/a
I have been working on a project that uses MS Access to get mutual fund
performance and write it to a spreadsheet in a formatted manner. The user
inputs the company name, the database looks at the company's 401k fund
holdings and extracts the performance info and benchmark info for them. It
writes out the information to a spreadsheet embedded on an Access form and
simultaneously writes the same info to Excel. I also have logic built in
that will compare the performance of the fund to its benchmarks and will
highlight the row in the spreadsheet if if fails to beat one or both of its
benchmarks on a 3-yr basis.

Now, if an existing fund is performing poorly, I'd like to give the user
the option to select alternative mutual funds from our master list of such
funds. One idea I have toyed with is to embed checkboxes on the
spreadsheet and have the user check the boxes if they'd like to see what
alternatives we can offer. I am not sure if or how that would work.
Another idea is to put a list of funds into a popup dialog box with
checkboxes in it. I'm pretty sure that is doable in Access.

Has anyone been in a similar situation? What would be a good way to
approach this? Pitfalls to look out for? Just looking for a general
approach at this point. Thanks for any ideas that you have.
Nov 12 '05 #1
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2 Replies


P: n/a
Colleyville Alan wrote:
I have been working on a project that uses MS Access to get mutual fund
performance and write it to a spreadsheet in a formatted manner. The user
inputs the company name, the database looks at the company's 401k fund
holdings and extracts the performance info and benchmark info for them. It
writes out the information to a spreadsheet embedded on an Access form and
simultaneously writes the same info to Excel. I also have logic built in
that will compare the performance of the fund to its benchmarks and will
highlight the row in the spreadsheet if if fails to beat one or both of its
benchmarks on a 3-yr basis.

Now, if an existing fund is performing poorly, I'd like to give the user
the option to select alternative mutual funds from our master list of such
funds. One idea I have toyed with is to embed checkboxes on the
spreadsheet and have the user check the boxes if they'd like to see what
alternatives we can offer. I am not sure if or how that would work.
Another idea is to put a list of funds into a popup dialog box with
checkboxes in it. I'm pretty sure that is doable in Access.

Has anyone been in a similar situation? What would be a good way to
approach this? Pitfalls to look out for? Just looking for a general
approach at this point. Thanks for any ideas that you have.


Another option would be a listbox. WIth a list box property sheet, you can set
MultiSelect to None (1 selection only) or simple/extended (multiple
selections). Once the funds are selected, the methods/properties to look at
include ListIndex, ItemsSelected, ListCount, Selected, ItemData, Column in
online help. Consider a listbox a bid combobox where you can make multiple
selections.
Nov 12 '05 #2

P: n/a
"Salad" <oi*@vinegar.com> wrote in message
news:40***************@vinegar.com...

Now, if an existing fund is performing poorly, I'd like to give the user the option to select alternative mutual funds from our master list of such funds. One idea I have toyed with is to embed checkboxes on the
spreadsheet and have the user check the boxes if they'd like to see what
alternatives we can offer. I am not sure if or how that would work.
Another idea is to put a list of funds into a popup dialog box with
checkboxes in it. I'm pretty sure that is doable in Access.

Has anyone been in a similar situation? What would be a good way to
approach this? Pitfalls to look out for? Just looking for a general
approach at this point. Thanks for any ideas that you have.
Another option would be a listbox. WIth a list box property sheet, you

can set MultiSelect to None (1 selection only) or simple/extended (multiple
selections). Once the funds are selected, the methods/properties to look at include ListIndex, ItemsSelected, ListCount, Selected, ItemData, Column in
online help. Consider a listbox a bid combobox where you can make multiple selections.


Thanks, I'll have a look at it.
Nov 12 '05 #3

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