Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 6510 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

Right now I have a fairly well developed database and I'm looking for a better alternative for one specific field.

Currently I'm using one field inside each record where I type and keep track of assignment percentages.

ie;

Record 1

Percentage Assignment Field

John Doe 25%

Mary Two 25%

Mike Little 50%

All these names and percentages are in one field just typed out like shown. I'm sure there is a better way to do this.

A couple notes:

The names are rarely the same in each record.

The number of names can vary from 1 up to 10

The percentages obviously change per record

Any thoughts on how I might manage this info better is appreciated. Thank you in advance.

Posted

Why not put each name & percentage into seperated related records?

Posted

The thing is that the percentages and names HAVE TO show on the primary record to which they are assigned.

I'm not sure how I'd set that up. Let me know if you have a specific method in mind and how to execute it.

Thanks

Posted

My next question to you is how is the table / relationship where your records exist, set up? Maybe you can give some details on exactly what kind of table these names are going to be associated for...

Posted

Each record is a project. And to each record/project I wish to assign people certain percentages. The people are always different and projects are constantly being added in the form of a new record.

Hope that helps.

Posted

Ok then you definately want to make it more relational. You should create a new table that has all the users for each Project record. You can use a portal to display all the related people assigned to that project with their percentages.

Posted

You could create a separate table to keep track of the people that work on each project, and store the Person and the Percentage in that table. Create a relationship between the two tables, from Project to Percentages, and allow the creation of related records. Then put a portal on your main project screen that allows you to enter data into the Person and Percentage fields.

Even if you don't need the data that cleanly-organized right now, it's always good to have it in its own table, should you decide to do something more with the data at a later date. For example, if you wanted to do an analysis on a person-by-person basis, you cold create a Person table and link it to the Percentages table, to see how many projects that person has worked on and what their average is.

Anyhoo, perhaps more involved than you were looking for, but I threw together a quick solution to demonstrate the relationships. Hope it helps,

- Jeff

PROJECTS.zip

PROJECTS.zip

This topic is 6510 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.