The Area being Modelled is :-
Clients and Pensions Data Model

Subject: Access database
 
Hi Barry

I wonder if you can help me. 

I'm very new to Access (been at it for about 5 days) and I tried to design a database to 
record transactions for my small business. 

Previously I have been recording all transactions on an excel spreadsheet but the spreadsheet 
is now becoming unmanageable.

I've designed a form to get information for each client into a transaction table, but getting 
simple reports out is proving very difficult. 

Having done a bit more research online I can see that my transaction table is badly designed 
and breaks normalization rules. Having realised this I don't have the knowledge to fix it.

The premise for the database should be fairly simple. 

A client is managed by a consultant, can have up to 5 different pensions that we need to record, 
and can choose up to 7 different products from us. 

We need to record the various stages in the whole process.

Would you be kind enough to give me a few pointers ? 

I can probably use the database as it is, but in testing I've realised that in order to get the 
reports out that I need I will need to run quite a few queries then manually put the results together 
in a spreadsheet which is far from ideal.

I'd really appreciate any help you can give me.

Thank you

Andy Wagner