Learn how lookup tables are data entry tools that allow the salesperson to establish a fixed list of values that are acceptable within a particular field. This list can come from another table in the database, or it can be built within the field's settings, usually for smaller lists of just a few items. Lookup tables can be used to speed up and create consistent data entry, or they can be used to relate two tables and the records within them.
- [Instructor] Lookup tables are used to supply…a drop-list of values acceptable for a given field.…For example, in our State field here,…I could set up a separate table…of the 50 U.S. state, two-character abbreviations,…making it a lot easier to choose a state…when you're entering someone's address.…The way I'm gonna use it here, however,…is I'm gonna build a lookup table for…the status of a customer.…It's going to replace our validation rule.…Validation rules are good, but it's not until someone…makes a mistake that they find out…that there's a fixed list of things they can use.…
If you set up a lookup table, they know right away…because when they see the field pop up on a form…or when they hit it in Datasheet view,…they see the drop-arrow,…and that tells them that there's a list of choices.…Let's get rid of the validation rule.…I'm just gonna delete it.…There we go, I can leave the default value.…And then I'm going to go up here to Status…and hit the drop-arrow on the Data Type…and choose Lookup Wizard.…Now, the Lookup Wizard starts offering me the two ways…
Author
Released
8/14/2018- Planning your sales database
- Building tables
- Choosing data types
- Setting up field validations
- Creating lookup tables
- Building and editing relationships
- Creating forms
- Designing queries
- Creating sales reports
- Generating useful macros
- Designing a convenient navigation form
Skill Level Advanced
Duration
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Introduction
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1. Planning Your Sales Solution Database
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Storyboarding3m 21s
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Brainstorming1m 47s
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2. Creating Your Sales Solution Tables
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Table-building tips3m 45s
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Choosing the right data type2m 23s
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3. Field Customization
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Input masks4m 53s
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Lookup tables4m 25s
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4. Relationships
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Editing relationships4m 15s
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5. Forms
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Create a form for each table2m 36s
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Creating lookup controls4m 5s
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Create a read-only form2m 11s
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Adding a field to a form2m 45s
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6. Queries
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Customer status3m 26s
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Customers last order date2m 46s
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Products by vendor4m 25s
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7. Reports
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Customer directory10m 11s
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Product price list5m 24s
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Order report5m 47s
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8. Macros
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9. Sales Solution Interface
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Edit the navigation form2m 42s
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Conclusion
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Next steps1m 18s
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Video: Lookup tables