Please Help Me Figure This Out How To Do This...
Nov 26, 2007
Hi,
I'm creating a new database for an investment brokerage company. The company invests clients' funds for a specific length of time and pays out a return on their investment on a weekly basis for the duration of the investment.
This is my first real database so I'm gonna need all the help I can get. The company has some pretty huge requirements but right now I'm focusing on phase 1 which will be very simple.
Right now I'm working on the database design but there's been one thing which has been bugging me for a while so I figured I'd ask you guys to help me get my head around this.
Let's say we have a table called Investments. This table will include data on the amount invested, the number of weeks invested for, and the ROI percentage. For example...
Investment Record Example
Amount: £10,000
Weeks: 10 weeks
Percentage: 10%
One of the requirements of the database is to produce a report that will list each week of the cycle and the amount paid to the client. This will require calculations in order to produce this data. Here's an example...
Payment Report Example
Week # | Payment Date | Payment Amount | Notes
1 | 1/1/01 | £100 | Enjoy your first payment! :-)
I can see how this can be easily done by producing a query and then a printing a report based on it. However, here's the tricky bit... for various reasons, the payment date or the payment amount for a certain week may need to be modified, and a note value may need to be added for particular weeks.
Of course, I could just create another table called Payments to contain this information, but I don't want to have to enter the data manually. It would be a lot more productive to have the database calculate these values, but somehow let the user modify these values, if necessary. That's what I need to figure out!
Can someone advise me how this can be accomplished? I've been reading up on the Make Table feature, will that do the job? Note that I do NOT want to create a payments table for every client so I'm quite sure.
I look forward to reading your replies.
Thanks in advance.
Warmest,
Zahid
View Replies
ADVERTISEMENT
Feb 11, 2008
Can someone explian to me how the max function works!
View 5 Replies
View Related
Jun 30, 2006
This is probably a long shot, but I figured I'd post it anyways. We have a form that is used to input customer data. It was written about a year and a half ago and uses some programming in it. It's worked fine on the people's computers it was originally installed on, but recently we've tried to put it on some of the newer computers and when we run the form, it just freezes Access up instead of going to the form log-in screen. The weird thing is, it works on some of the new computers. They all have the same version of windows and the same version of Access, and the code in the form itself hasn't changed at all. I was thinking maybe the form was looking for something that wasn't there, and freezes because of that. Anyways, any ideas would be appreciated.
View 1 Replies
View Related
Aug 9, 2006
Situation: I have to seperate tables(table A and B), both have a part numbers field, manufacture field, and manufacture p/n fied. But only one of the tables(table B) has manufacture and manufacture p/n filled in. Also, some part numbers are missing from table A that need to be in B and some are missing from B that need to be in A.
Goal: My question is how do I make a query or whatever i need to tell access to find all the manufacture and manufacture p/n info(related to its designated part) in table B and put it into the fields in table A respectively. I guess i'm basically trying to join two fields in two different tables, i mean i need to the manufacture and manufacture p/n copied over to its related records in table A.
The reason for this is because we are migrating from Quickbooks to a program called Shoptech E2(access based) to do all our supply chain management. Things were correctly imported from QB except for the fact that the manufacture and manufacture p/n was not imported for some reason. Now E2 only looks at table A to pull its info and does not see the relationship, thats why i need manufacture and manufacture p/n copied over to table A to its respective parts.
View 9 Replies
View Related
May 20, 2005
Hi
This is probaly really easy, I want to identify just minus figues in a query ie -5.00. I have tried iif([TotalPrice])<0,[TotalPrice]) this shows no result. Can any one advise. Thanks in advance.
View 1 Replies
View Related
Oct 21, 2005
I have a query in which I need to display just the data that was entered from 9:00 p.m. the previous day until now. There is a date/time field called "QtyTime".
Thanks.
View 2 Replies
View Related
Jan 16, 2007
hello
i have the following expressions:
Status: IIf([Next Discussion Due]<Date(),"OverDue",IIf([Next Discussion Due]>Date(),"UpComing",Iif([LastReviewDate]>=#11/1/2006# And([LastReviewDate]<=#10/31/2007#,"Complete")))
when i try to close my query and save i get the error of the expression you entered has a function containing the wrong number of arguments??
any ideas on what i am doing wrong??
View 1 Replies
View Related
Sep 8, 2005
OK, this form has a series of buttons that lead to other forms or open up into reports. The problem is I can't figure out how they do that. On the click event procedure of one of the buttons it says =HandleButtonClick(1) .
This is NOT a macro.
I don't think it's a command button either usually those say [Event Procedure] in the click event.
I can't figure it out. Anyone have any suggestions please?
View 2 Replies
View Related
Apr 7, 2008
First time on here and I am looking assistance with the last part of this code. Can someone tell me what this is looking for thanks...
ExlFile.Application.activeworkbook.SaveAs "........Compliance Reports" & Rtn & BU & "-" & Cat & ".xls
View 2 Replies
View Related
Jun 14, 2007
Hi,
i have got a database which consists of table, queries, forms and reports.
I have one problem now is that I wan to do a query that will be able to bring the figure from another field to the current one.
ok say i have got Ref_No, Event_Date, Balance_BF, Adjustment, Balance.
so if say this is the first event for this particular ref_no (1234) it will bring the amount from another table (Principle_Table) linking the same ref_no (1234) to the Balance_BF fields,
If this is not the first event for this particular ref_no (1234) it will then bring the amount from the previous event Balance field to the current event Balance_BF field.
I am very lost how to do this. Is there a way doing this using query?
This is wat i mean
Ref No Event Date Balance_BFAdjustment Balance
06/00014 31-May-06 115140-5,757.00 $109,383.00
06/00014 31-Aug-06 109383-5,757.00 $103,626.00
06/00014 30-Nov-06 103626-5,757.00 $97,869.00
06/00014 28-Feb-07 97869-5,757.00 $92,112.00
U can see that the Balance_BF is actually brought down figure from the previous Balance starting from the second events. For the first event, the Balance_BF is actually draw down from another table (Principles_Table)
Is there a way to do this using query?
View 4 Replies
View Related
May 3, 2005
First of all, thanks for any help in advance, I really appreciate it. This is my first big project in Access. I am trying to design a database for timesheets for all the departments at work. We have 21 departments with various numbers of employees in each department. At this point, I would like this database to be able to have users enter their own hours each week and print their individual report of hours worked then designated users add employees, look at previous payperiods and print out a master report as well as past reports. One pay period here is two weeks, with the days starting on Saturday, though I would like the database to keep track of one week at a time and then be able to group two weeks together to make a pay period. Each employee can work regular hours in a day and can also take up to 6 type of leave plus work overtime. So there will be 8 types of hours that could be entered. So far, I made tables for each different type of hour and created fields for each day of the week and created relationships to the employee table and pay period table. I made a form in datasheet design, but it didn't work out well. For lack of a better thought for them to enter their hours, I was going to design the form to look like this (but with spaces like a table);
Employee(fn) Employee(ln) Payperiod
Sat Sun Mon Tues Wed Thurs Frid Totals
Regular Hours
Vacation Used
Comp Used
Sick Time
Overtime
Holiday
Unpaid Leave
Paid Leave
The only thing is that I can't get the forms right and it seems like a lot of wasted space since employees will rarely take holiday, paid leave and unpaid leave. Is there a better way to design this?
I also have to take into account security. I eventually have to be concerned about departments only having access to their own records and employees within those departments only being able to access their own hours (except for designated users to do the master sheet). I haven't had any training or experience in access database security. Is there a way to limit records in a table or would I need to create a seperate database for every department?
I am attaching my table relationships in case I didn't describe this very well.
Thanks again for any help. If you need any further information, let me know.
View 1 Replies
View Related
Nov 9, 2007
Hi to everyone. I am trying, have been trying, will probably kill myself trying...to figure out the best way to make tables/relationships with the information I have already imported into my db. If someone could please PLEASE help me, I would appreciate it. I'm a visual person, and I have so many pieces of paper around my desk that I can't even see the top of it anymore!!!
Background info, I am building a db for employees and courses they MUST take. However, there are 60+ courses, only 4 of those courses are frequently taken (the others are more "train the trainer" and such). But which of those 4 courses you need to take depends on whether you're a supervisor or tech. So if you're a supv, you need to take courses 1, 2, and 4. Tech, you need to take 1, 2, and 3. My "dream" is when I later make a form, I can get the boxes to darken for the courses that don't apply to the employee.
Attached is a print screen (sorry it's .doc but I'm limited with the programs on my PC) of my current ONE table in design view so one can easily see how many fields there are.
Now, I realize to normalize, it's ideal to have only ONE subject matter per table. So, in a dream world, the tables that SHOULD be created to be completely normalized are as follows:
T_Employee
LastName
FirstName
MiddleName
SSN
T_EmpDetails
RNK
Supv
PPOCCGradeStep
EOD
DOBbasdSCD
T_Job
ParaLine
Para
T_JobDetails
Unit
DutyLoc
Activity
PositionTitle
Type
T_Courses (contains date course taken, IF taken)
NSPAE
NSPAS
.......etc..
So, hopefully you can see why I'm having such problems. I know that I could only create lookup lists for "Type", "Para", and "Rank". All other fields, although some do have repeating information, would result in HUGE lookup lists of probably more than 200 things.
Does anyone, anyone have any ideas??? Please!
View 10 Replies
View Related
Dec 29, 2007
I have no idea WHY I can't seem to figure out how to construct relational tables, but I just can't get it! I've built 2 other databases, but always had to come here for help on making the tables. So here I am again, only this is a bit more complicated than those I've posted about before. So I apologize for the length, but I'll try and post EACH field now so whoever may answer can possibly understand my frustration and confusion. The fields I need to have are as follows (separated by categories to shorten length here):
SoldierLastName (txt)
FirstName (txt)
MiddleName (txt)
Suffix (txt)
SSN (#)
DOB (date)
Street (txt)
City (txt)
State (txt)
Zip (#)
Ht (#)
Wt (#)
DOR (date)
PEBD (date)
APFT (date)
Blood (txt)
Meds (txt)
Allergy (txt)
PHA (date)
Mobd (yes/no)
93 (date)
8286 (date)
Tags (yes/no)
Profile (#)
FCP (txt)
MomLastName (txt)
FirstName (txt)
MiddleName (txt)
MaidenName (txt)
Deceased (date)
Street (txt)
City (txt)
State (txt)
Zip (#)
DadLastName (txt)
FirstName (txt)
MiddleName (txt)
Suffix (txt)
Deceased (date)
Street (txt)
City (txt)
State (txt)
Zip (#)
SpouseLastName (txt)
FirstName (txt)
MiddleName (txt)
MaidenName (txt)
Suffix (txt)
DateMarried (date)
DateDivorced (date)
DOB (date)
Street (txt)
City (txt)
State (txt)
Zip (#)
ChildLastName (txt)
FirstName (txt)
MiddleName (txt)
Suffix (txt)
DOB (date)
Street (txt)
City (txt)
State (txt)
Zip (#)
EmployerName (txt)
Supervisor (txt)
Street (txt)
City (txt)
State (txt)
Zip (#)
LastUpdate (date)
SoldierPhone (#)
SoldierNOK (#)
SoldierAlt (#)
SoldierCell (#)
MomPhone (#)
DadPhone (#)
SpousePhone (#)
ChildPhone (#)
EmployerPhone (#)
Ok, now perhaps someone can at least see where I'm coming from...or perhaps I'm making a mountain out of a molehill...it's possible. But the hard thing to remember is that one soldier can have more than one mom/dad (with divorces and such), more than one child that may live at more than one address, as well as more than one spouse (former and current), and last, more than one employer.
I'm pulling my hair out...strand by painful strand...trying to figure this out. Can anyone, ANYONE please please please help?!? I'd be soooo appreciative of any advice!
View 6 Replies
View Related
Nov 16, 2007
I finally am figuring out this Access db stuff. I have managed to produce what I believe are normalized tables, built a query or two, and now a report. However, what I need to do now is something that I don't even know is possible. Further explanation is that I need to produce a query that automatically counts how many of a particular course has been taken. So, in a sense the query would show that 500 people have taken course A. If I have to build a query for each course, that is fine (because there is a course B, C, D, etc.). The problem is that the tbl the courses are contained within has the following properties:
EmployeeCourseID [auto#]
EmployeeID [#]
CourseID [#]
CompletionDate [date/time]
I thought the easiest way to build a query would be by the CourseID. Problem? Well obviously ALL courses are contained within this field/column.
I was able to produce a query with the following SQL that produced totals for all courses...which was fine.
SELECT tbl_EmployeeCourses.CourseID, Count(*) AS Expr1
FROM tbl_EmpoyeeCourses
GROUP BY tbl_EmployeeCourses.CourseID;
But the problem is that I can't get these totals in their OWN queries. When I print the report, I want it to say in the report footer (obviously in separate textboxes) "Course A total:___" or "Course B total:___"
I know I will later be able to build on that to produce a grand total if the need should arise. but it's pulling these apart now that's whipping me.
Does anyone have any pointers or can tell me what I am doing wrong please? I would greatly appreciate it. Thanks so much!
View 3 Replies
View Related
Jan 24, 2005
Very new to Access and not a VB programmer. :confused:
With that in mind, I have created form for users to record address changes of members. I want to have a button that will "undo" what a user entered if they change their mind/decide an address change not necessary. My address change table has an auto-number field (ID) that is the index and I believe Access automatically creates a record regardless so how do we get rid of it?
I did a search and keep reading about a button wizard - Huh??? I don't know how to activate a button wizard (told you I was new). Also, I read about adding code but to where? and how? It also appeared the code examples might be using psuedo-names for tables or something ... how do I know a "real" name from a psuedo-name?
Can a "Delete" query be written? if so, what is the criteria to use?
I've looked at the properties of the button and all I can see is a place to add a macro or an expression. Am I in the wrong place for what I want to do?
Can anyone offer some help here?
Thanks!
View 7 Replies
View Related
Jan 3, 2006
hey guys i been working on this issue for a long time and still cant figure it out...please help me out if you can..
i have a inventory table that stores items, a customer sales table that stores customer information.
i have a form that i named the "sales invoice" it stores and gets the data from the customer sales table...
within that form i have a subform that gets the data from the inventory table... or at least thats what i want it to do...
here is a printscreen of what my form somewhat looks like....(see attachment)
my issue is that i cant get the subform to work properly... i've tried many different ways but i am some what new to access...
in the subform where is reads LOT# thats basically my SKU or unit product code... all this data along with everything in the subform is stored in the inventory table..
the information in the inventory table is already pre entered so what i want is to click on that LOT # and what ever # i select it will autofill the rest of the subform record..
just like a regular sales invoice... i want to select the item and have it fill up the description, price and so on....
:( :(
http://www.access-programmers.co.uk/forums/attachment.php?attachmentid=12092&stc=1&d=1136343303
View 2 Replies
View Related
Oct 29, 2004
I got this problem and just don't have a clue? I'm really new to Access and I'm trying to Add-up the Values in a smiple query. I've read this Book over and tried but just can seem to get it? Can anyone walk me though this?
Thanks
DBS
View 9 Replies
View Related
Mar 7, 2007
Hi,
When I click this buton I get an error on one of the following lines.. I can't figure out why and how to fix it.
the error I get is
run-time error '3464':
Data type mismatch in criteria expression.
I made the part where the error occurs in bold and italics
'submit for approval
Private Sub Command22_Click()
Dim rs As Object
Dim rs2 As Recordset
Dim db As Database
Dim name As String
Dim x As Integer 'will be used as flag for do while loop
Dim cnt As Integer 'this will contain the number of records in the recordset
'MsgBox (Me.projno)
Set db = CurrentDb
Answer = MsgBox("Are you sure you want to submit this timesheet?", vbYesNo)
'if cancelled
If Answer = vbNo Then
Else
x = 0 'initialize flag
Set rs = Me.Recordset.Clone
rs.MoveLast
cnt = rs.RecordCount
rs.MoveFirst
Do While x < cnt
If rs!statusPM = "pending" Then
MsgBox "This timesheet has already been submitted. You can't submit this again."
x = cnt
End If
If rs!statusPM = "approved" Then
MsgBox "This timesheet has already been approved by your supervisor. You can't submit this again."
x = cnt
Else
MsgBox (rs!projno)
Set rs2 = db.OpenRecordset("SELECT projmanager FROM Projects WHERE projno =" & rs!projno)
Do While Not rs2.EOF
name = rs2!projmanager
MsgBox (name)
rs2.MoveNext
Loop
rs.Edit
rs!statusPM = "pending"
rs!status = "pending"
rs.Update
x = x + 1
'MsgBox (rs!projno)
rs.MoveNext
End If
Loop
'clear variables
Set db = Nothing
Set rs2 = Nothing
End If
End Sub
Thanks in advance,
View 12 Replies
View Related
Jan 28, 2008
Just doing my regular check-in. Wondering if Microsoft has come to grips with this yet :mad:. My form with dozens of databound controls opens instantly on Access 2003, but takes over 10 seconds on Access 2007. I can see poor little A2007 slowly drawing each control. It's rather sad, but humorous, and yet pathetic at the same time to watch Microsoft's flagship products going down the toilet along with their stock price.
The problem appears when:
- You have more than a few databound controls
- You have SQL server on the backend
Every time I try to get help, the Microsoft "MVP" of the moment declares that I have a problem with my query and "forgets" that the form opens instantly in the old standby Access 2003.
Or has Microsoft admitted yet that they have a problem? Like I said, I'm just doing my regular check-in :rolleyes:. My client is happy enough using Access 2003 and will continue to do so forever until I tell them they need to upgrade... but right now Microsoft is taking us both to the poorhouse :mad:
View 7 Replies
View Related
May 9, 2005
Hey guys,
this may seem unprofessional but anyway..
does anyone know how to DELETE one or more realtionships ?? :o
View 6 Replies
View Related
Nov 15, 2007
im tryin to get this query to get data from current weeks inputs. ive googled and tried everything with no luck so far. so here i am. can someone tell me what im doing wrong? keep in mind i dont know what im doing.....
heres what i put for criteria under my date column.
Between Date() And Date()-7
doesnt work.... anybody? thanks in advance...
View 10 Replies
View Related
Sep 28, 2004
Hi,
I am working on Forms and subforms in Access. I have a main form, a tab control on the main form, 5 pages on that tab control,a subform on each page and many controls on each subform. Main form's Record Source is maintable and all the subforms have the same Record Source subtable. maintable and subtable have one-to-many relationship. The Navigation Buttons property is set to Yes for the main form as well as for all the subforms. Now here is my problem: I want to view the same record on all the subforms at a given point of time. For example: I go to page1 and navigate through subform1's records and I stop at 4th record and then I click on page2, there I should see 4th record on subform2 and if I click on page4, subform4 also should display 4th record. In other words, whenever I stop at nth record on a page-X all other pages should display nth record.
Any help would be appreciated.
View 6 Replies
View Related
Dec 8, 2006
Hello I'm helping a friend with an access project and the Referential Integrity check is failing for some reason unknown to me. I recreated the entire database from scratch and added all relationships before adding any data and then added in the data. The tables giving me problems are the following:
Orders Table:
OrderID - Primary Key Autonumber, Format:1000, Indexed: Yes(No Dupes)
CustID - Number, foreign key to a customers table, 1-many relationship
SalesID - Number, foreign key to a sales table, 1-many relationship
ShippingID - Number, foreign key to a shipping table, 1-many relationship
3 different date fields and a price field
This table is filled with data.
Order Details Table:
ItemID - Primary Key Autonumber, Indexed: Yes(no dupes)
OrderID - Number, Dec. Places: Auto, Required: Yes, Indexed: Yes(dupes OK)
RingID - foreign key to rings table, 1-many relationship
StoneID - foreign key to gemstones table, 1-many relationship
Ring Size - number
There is no data in the order details table.
The Orders to Order Details is a 1 to Many relationship with ref integrity and cascading updates and deletes enforced.
When I try to manually type in a record I get the "You cannot add or change a record because a related record is required in table 'Orders'" even though I added a lookup list box listing all the OrderIDs from the Order table. I know I'm typing in a valid OrderID number, but it's not taking it and throwing this error.
Any ideas why? You advice is greatly appriciated!
Thank you.
View 4 Replies
View Related
Jan 17, 2007
Alright people... I'm ashamed to even ask but here goes.
I have two tables:
1) Employees
2) Neighborhoods
Table Employees has a comprehensive list of all employees and their information (including phone numbers).
Table Neighborhoods has lots of information about each neighborhood we're working in and it also specifies what people play certain roles in each neighborhood. For instance, there is a field for "Field Manager" and "Sales Consultant". These two fields are exact matches of "Full Name" from Table Employees.
All I want is for my Neighborhoods Table to be updated or a new table be created that imports the "Field Manger Phone Number" into the Neighborhoods Table and the same for the "Sales Consultant".
-----------------------------
To be explain one other way, this is what I want:
Table: Employees
Field: Full Name
Field: Phone Number
Table Neighborhoods
Field: Field Manager (already equals Full Name)
Field: Sales Consultant (already equals Full Name)
Field: Field Manager Phone Number (This is the field I want pulled from Table Employees)
Field: Sales Consultant Phone Number (This is the field I want pulled from Table Employees)
-------------------------------
I've tried my best to create an Update Query or a Make Table query but I have not gotten any good results. Can someone please help me out with this being very descriptive as I am certain I'm just goofing one simple step.
Thanks in advance.
View 4 Replies
View Related
Sep 23, 2005
Trying to figure this out, but I’m not getting anywhere.
I have 2 tables one is just a list of options that can be used in a drop down box in the other table.
What I am trying to do is create a query that will count how many times the words from the first have been used in the second query. I have been able to get it to count how many times the word has been used but I also need it to return a 0 if the word has not been used.
In my query I used both tables to try to do this but it only returns the ones that have been used.
I will attach the DB if someone is willing to take a quick look at it to see if they can get it to work.
Any help will be greatly appreciated.
Thanks in advance
Jon
View 2 Replies
View Related
Apr 11, 2005
Hi,
I am very new to access. I have designed a db for my employer, but I can't figure out how to subtract one field from another without having it subtract fom all others.
My employer is a counselor and wants to know how many units are left per client. There are several diffent services available per client. (88K, 86H, 81H, ect) For instance I tried to use a query, but when it was subtracting
(number of units)-(number of used) It subtracted from all the different service types.
Then I tried to do it on the form and all I get is #Name?
I can email you a copy of the database with a mock client if i'm not explaing myself enough. I know it's probably something very simple and I would appreciate any help. Also, if you know of any good books or websites where I can learn more I'd appreciate the info. I'm learning from Access 2002 Bible.
View 3 Replies
View Related
