Action_Item_ACCESS_Database
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The document provides instructions for navigating and using features of an ACCESS database for managing action items. Key features include a dashboard with filters and options to export lists to EXCEL, edit or add activities to individual action items, run reports with selectable filters, and automatically generate EXCEL reports with formatted columns and filters entirely through VBA code without using templates.
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Action_Item_ACCESS_Database
- 1. Action Item ACCESS Database Software Engineer: L.Polos
- 2. Dashboard 1. Your Logo 2. Navigation Pane 3. List Filters 4. EXCEL Export List 5. Link to Action Item 6. Sortable Columns 7. Plan Date Update 2. Navigation Pane 3. List Filters 5
- 3. Action Item 1. Action Item is displayed as view only. To edit, click on ‘Edit Action Item’. 2. To add activity, click on ‘Add Activity’. You will be able to add a single attachment. 2a 2b 1
- 4. Reports 1. Select the Report 2. Select applicable Filters. 3. Filters that are not applicable are grey shaded. 4. Click on ‘Run Report’.
- 5. Sample Report- Chart 1. Filter selections displayed. 2. Not shown, tab for chart data. 3. Not shown, 2 other charts for this quad chart report. This EXCEL file built entirely via VBA; no EXCEL template used.
- 6. Sample Report- EXCEL 1. Filter selections displayed. 2. Column Titles formatted. 3. Column Filters added. 4. Tab name is the report name. This EXCEL file built entirely via VBA; no EXCEL template used.