Professional Documents
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13 Manual Book
DataBank V1.13
Manual Book
(MS Access Database)
CONTENTS
INTRODUCTION .....................................................................................................................1
What is DATABANK? ......................................................................................................1
What are the main features? ...........................................................................................1
What can DATABANK do? ..............................................................................................1
What does DATABANK look like? ...................................................................................2
How to begin with DATABANK? ......................................................................................4
GROUPS AND USERS MANAGEMENT ................................................................................8
Groups Management.......................................................................................................8
Users Management .........................................................................................................9
Users Monitor ................................................................................................................10
CUSTOMIZE DATA STORAGE STRUCTURE .....................................................................11
Data Storage Structure..................................................................................................11
Add Child Node .............................................................................................................11
Edit Child Node .............................................................................................................12
Delete Node ..................................................................................................................13
DATA MANAGEMENT..........................................................................................................14
Database Backup ..........................................................................................................14
Database Re-link ...........................................................................................................14
Currency Management ..................................................................................................15
Countries and CSGs Setting..........................................................................................16
CREDITS INCENTIVE MECHANISM ....................................................................................17
Credits Concept.............................................................................................................17
Credits Gain ..................................................................................................................17
DATA MANIPULATE ............................................................................................................18
Manipulating Menu ........................................................................................................18
Add, Edit, Copy and Delete Data Record ......................................................................18
Link File to Data Record ................................................................................................19
Export Record(s) to Excel..............................................................................................20
Import Record(s) from Excel..........................................................................................21
Import Template ............................................................................................................23
DATA QUERY AND REPORT...............................................................................................25
Commodity Query..........................................................................................................25
Cost Query ....................................................................................................................26
Data Report ...................................................................................................................27
COST TREND ANALYSIS.....................................................................................................28
TECHNICAL SUPPORT ........................................................................................................30
System Help ..................................................................................................................30
About.............................................................................................................................30
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DataBank V1.13 Manual Book
INTRODUCTION
What is DATABANK?
DATABANK is a data managing tool, which helps you to manage the immense data in a
structural way.
DATABANK is a data sharing platform, which makes information exchanging more effective
between different users or different departments.
DATABANK is a data concentrating center, which adds value to limited data resource.
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The main interface consists of 4 parts: commodity searching, cost searching area, commodity
display area and cost display area.
2. Menu
Main menu:
Sub menus:
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5. If you dont want above warning windows to pop-up each time when you open the file, you
can open any other access file, select Tools Micro Security , and then set the
security level to Low;
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8. While logging in DATABANK at first time, you are most likely to come across below error.
Click OK to continue;
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10. Click Ok, and then you have entered DATABANK successfully.
.
11. If you have run out of credits, the below window will pop-up to remind you to contact
Administrator to get credits.
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Groups Management
1. Select Group Management under Users sub-menu;
3. Similarly, click Edit button to change group ID and name and click Delete button to
delete selected group;
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Users Management
1. Select User Account under Users sub-menu;
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Users Monitor
1. Select View Log under Users sub-menu to view users activities;
2. Select Users Online under Users sub-menu to view who are online and communicate
with online users via email or message.
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2. Input new node description and UOM, and then click OK button.
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Delete Node
1. Right click on the node, to which you want to add child, and then select Delete;
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DATA MANAGEMENT
Database Backup
1. Select Database Backup under Data sub-menu;
2. Select the folder where you want to save, and click Save button.
Database Re-link
1. Select Refresh Link under Data sub-menu;
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2. Select the database file which you want to link and click Select button;
Currency Management
1. Select Currency under Data sub-menu.
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Credits Gain
In DATABANK, the credits need to be earned by feeding cost information into database. The
administrator or data manager has the right to decide how many points will be given
according to the category or quality of data fed.
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DATA MANIPULATE
Manipulating Menu
There are three ways to manipulate database. One is to click button on the Main Menu Bar,
one is to click button on the Tool Menu Bar, and the last is to right click Data Records Display
Area.
1. Main Menu Bar
3. Shortcut Menu
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2. The field Description, Project Name and Quote Company cant be empty;
3. Click Save button to save record, Undo button to ignore any changes;
4. Click Edit button on main menu or Select Edit Record on shortcut menu to edit record
information;
5. Click Copy button on main menu or Select Copy Record on shortcut menu to copy
record to the same commodity;
6. Click Delete button on main menu or Select Delete Record on shortcut menu to
delete record after clicking OK on the delete warning window.
1. While adding, editing or copying record, click Link button beside Quote Link label to link
file (Note: Just store path information in the database, not file itself);
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3. And then beside Quote Link label, one icon and one more button are displayed. Clicking
the icon, you can open the linked file, and clicking the Delete button, you can disconnect this
linked file.
1. Single-select record or multi-select records, then right-click mouse and select Export
Records , or click Export button on the main menu;
2. Click OK to open the Save as form, input file name, and then click Save button;
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1. Refer to DATABANKImportTemplate.xls;
3. Click Import button on main menu or Select Import Records on shortcut menu;
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5. Select the worksheet which you want to import, and click Next button;
6. If there are some records in the excel file, the format of which dont meet importing
requirements, system will highlight it automatically. Click Finish button to ignore such
records, or click Cancel to stop importing, or click Back to select another worksheet.
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Import Template
D Unit Selective
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P Telephone Selective
Q Fax Selective
R Email Selective
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Commodity Query
DATABANK has 3 ways to search commodity codes: by section, by code or by name.
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Cost Query
DATABANK provides strong combined cost query function.
(Note: * in the key word represents any number of characters, and ? just represents any
single character.)
For example:
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Data Report
1. Select record(s) which are to be reported;
2. Click Report button on the main menu bar or tool menu bar, or right-click Data Records
Display Area and select Report on shortcut menu;
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3. Input Curve Title field, select Cost Type and Currency, and then click Next button.
4. Input categories name displayed on X-Axis and then click Next button.
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5. Adjust categories sequence displayed on X-Axis and then click Next Button.
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TECHNICAL SUPPORT
System Help
Click Help button on the main menu to enter into system help.
About
1. Click About button on the main menu;
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