Tables :: Keeping Track Of Data?

Apr 24, 2013

I have built a table off a form that is being used for record keeping and my question is.... This table will be constantly updated with new information so how can I make it to where when new info is added the old info will not be removed or written over?

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Tables :: Keeping Track Of Invoice Backlogs For Different Locations Within A Company

Feb 21, 2014

I am trying to make a database that will keep track of invoice backlogs for different locations within a company.

Each day a report file is imported into an Access database (2010), and a query will display all locations with the backlog count of invoices for each of them. Something like:

Code:
Location Backlog
00001 84
00002 53
00003 26

Now I would like to be able to store historical data in a new table on a daily basis so that it will be possible to see how the backlogs have fluctuated over time for a given location, but I am not sure how I could do this. I was thinking I could make a table with one row for every date and one column for every location, but then I am not sure how I would populate this table based on the query that shows the results based on the most recently imported report file.

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Subtract Number Range While Keeping Track In A Table / Form

Mar 31, 2014

I have two tables (one is a query)

Table 1 (query based)

EMP_ID
Prev_Emp_ID
EMP_ID_DDSK

332-123
1
500

332-133
1
501

332-144
0

332-156
1
502

332-654
1
503

332-456
1
504

332-967
0

Table 2

Res_Numbers
Num_Of_Employees

500
10

505 - after 5 numbers are placed
Will be added for next hire

My goal: to place employee numbers into new employee field "EMP_ID_DDSK" (table 1), Numbers will come from (from "Res_Numbers" field (table 2)

Example: If field "Prev_Emp_ID" = false

Get the next number in line from table 2 "Res_Number" and place it in table 1 field "EMP_ID_DDSK".

Example: if "Prev_Emp_ID" = false for 5 new employees. Take the next set of numbers and place into field "EMP_ID_DDSK".

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Tables :: Changing Field Data Type But Keeping Data

Oct 23, 2013

I have a field in a table that is comprised of mostly numerical data but some records are text.

I want to convert this field to numerical only and make a new field to put the textual data in.

However converting the field will delete the textual data. What is the easiest way to convert the field but save the textual data AND append the textual data to the SAME record that they were in originally in the new field?

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Queries :: Rolling 12 Month Query - Keeping Track Of Orders Placed For Given Part Number By Month

May 5, 2014

I am trying to create a database that will keep track of the orders placed for a given part number by month. Currently, my table houses the part number, and the ordered amount for the past three years by month (there are thirty-five columns for every part). My column headings are ORDER_MAY_2013, etc. I would like to set a query up that will look at the column headings and pull the amounts ordered for each part for the past twelve months. In other words, I have three years of data in my table. In my query, I just want one year. However, I don't want to have to rewrite the query every month so that it will pick up the new data. Is there a way to accomplish this?

Is there a better way to build this database? I thought about just have four columns in my table - PART_NUMBER, ORDER_MONTH, ORDER_YEAR, ORDER_AMOUNT. The only problem there, is that every part (there are about 450 parts) would have to be listed 35+ times. That seemed too redundant to me, so I built the table this way. However, now I am having trouble querying against it.

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Tables :: Keep Track Of Checking In And Out - Where Archive Data Stored

Oct 3, 2014

In the case of a system that keeps track of checking in and out (e.g. library books), where is the archive data stored? If a person makes 30 trips to the library, obviously one record will be the current visit - but where do you keep the 29 other visits?

Do you create a separate table for old check-outs: Current_Check_Out and Archive_Check_Out?

Or do you just leave the data in place and as-is: All_Check_Outs?

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Tables :: Keeping Records Rather Than Deleting?

Oct 31, 2014

If a user wishes to delete a record, rather than deleting the record i'd like to change its status to not current for instance.

The reason being that the information in the records may be useful for statistical use.

I added a yes/no field to the table and then added some code to a delete button to change the yes/no.

I can't seem to hide these records from my forms (using filter) but I could be going the wrong way about it.

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Tables :: Access Integer Field To Text Keeping Relationships

Mar 12, 2013

I have a database that was built 5 years ago that has an auto field with an integer. There are relationships attached to this. I an rewriting it to simplify the database and I need to keep the relationships somehow. I want to make the auto field a text fields. How to work this out...

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Keeping Historic Data - An HR Management System

Nov 16, 2006

I am trying to design a database for an HR management system.
I am not very clear on how to handle historic employee data in this database and will need some help and advice please. Any comment you can provide, i'd really appreciate it.

We will like to have record of historic data and the date of change:
Employee address change
Employee name change
Salary change
Position/Title change
Office location change
Number of dependents change
Bonus received year-to-year

E.g. if an employee name changes, we should still have to have a record of what the old name was.
Scenario:
Jacqueline Peters got married 2years after her employment date and now goes by Jackie Harrison (the changed was made on the system), she leaves the firm 10years later. Many years later, someone calls about a Jacqueline Peters that worked here, we have no way of knowing who that is.
Now, we would like to the salary she was earning 5years after she started here though her endsalary has changed 10years later she got a big promotion (salary change) and changed department, we have no way of knowing what her salary at a particular time was and what her old title was.

What's the best way to design this database to handle historic data? Have you worked on something similar? How did you go about it?
Any ideas and comments will be greatly appreciated.

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Tables :: Way To Track Changes Based On Different Field Name

May 13, 2013

All; using Access 2010. I need to have some kind of way to track changes based on different field name.I have a client table with field data like Fname, Lname, SSN, Address, Zip, Phone, DateOfBirth, Current Rate, TotalRate, Status and Importdte. I have an import into the database every month and I update this table with data that is new based on the SSN with an append query. The import also has the names of those that exist in the client table until their status changes. In addition to appending new data every month; I would like to append any changes the existing client has. For ex; If an existing client has an address change, I want to append this data to the table but keep the existing address and have a Change date equal to the Importdte. In essence; I want to build a kind of history table that when I pull up a client; I can have something like a tab on a form with the changes and when it happened.

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General :: How To Link Tables And Track Payments

Sep 10, 2012

I'm trying to design a billing and invoicing database and can't seem to figure out how to link the tables and track the payments made by customers. How can I proceed to track the payments and make payments applicable to certain line items or invoices? If the line item hasn't been paid, it needs to show up on the next invoice and be included in the total due.

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Tables :: Database To Track Budget Changes Within Organizations

Sep 19, 2013

I am new in Access 2010 and need table design schema. I am creating a database to track budget changes within our organizations.

1. We have 3 division (West, East and Central).
2. Each division will have 5 Organizations (Office, Campus, Operations, IT and HR)
3. Each Organizations will have multiple sub-organizations
4. The budget start with the sub-organizations - which is break down by cost center and sub cost center.

This is the design I came up.

tblFiscalYear
tblDivision
tblOrganizations
tblSubOrganizations
tblCostCenter
tblsubcostcenter (budget table)

tblDivision --1 to Many --> tblOrganizations

tblOrganizations --1 to Many --> tblsuborganizations

tblsuborganizations --1 to many --> tblCostCenter

tblCostCenter --1 to many --> tblsubcostcenter

Is there a better way to design this?

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General :: Exporting Data From A Table Keeping Current Design

Sep 16, 2013

I want to export details from a table in access to a word document or any other document that will keep the current design and let me make changes afterwards.

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Track/log Changes To Live Data

Mar 11, 2008

I have created a database that I am happy with, and I am about to receive information to populate it with. I know I am about to be asked to about security and logging of changes made to the data, which I know nothing about!!

As a result before I get into this part of my project I would like to know myself what is and what is not possible!!
Currently I have 2 tables and 3 forms, one of which is a sub form........ All changes will be done via the forms, adding new records, editing existing records or even deleting obsolete records.

•Is it possible to record any changes made to the live data?
oFor this to happen I presume that I need to setup users and access rights?
•What type of information can be saved if any?
oWhat form would this be saved in and where (a temp table?)?

While typing this a change of plan – if it is possible I am going to start building it regardless, as it will enhance my database.

Thanks

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Track Changes Of Raw Table Data Information?

Dec 19, 2012

Im working in MS Access 2003.Im creating an audit trail for users actions in a form, to monitor and keep track of what fields were updated/entered/removed from the database, these actions are essentially done from command buttons (and the audit trail, is coded on the button click)

However, I have a few search screens, that return a subform listing results. These datasheets returned are effectivly like opening the raw table and hence are editable, (permission to change is granted as they are admin only searches, yes, they can change the raw table)

How can I track the change to a raw table field, ie, if someone updates the field SURNAME from 'Smth' to 'Smith', is there something that triggers this (obviously if it was in an interface textbox, you could audit this) is their a field change. The only way i can suggest it make a recordset of the intial results, then compare that to the results in the table as they leve and compare the two.

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Tables :: Database To Track Hardware Assets - Lookup Based On Value

Dec 19, 2013

I am attempting to develop a DB to track hardware assets, e.g., servers, switches, storage devices, etc... I am at the very beginning of the development/design process. I haven't gone beyond the paper stage yet. I am trying to figure out how I would set up the main Asset table so that when I put in a particular vendor, the model field will list models only for that specific vendor. i.e., when I put in IBM in the Vendor field I will only see IBM models in a drop down for the Vendor_Model field.

I'm pretty sure this will involve a Lookup field. But, how do I restrict the lookup of models. Would that be with a query?

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Tables :: Setting Up A Soccer League Database To Track Attendance

Dec 7, 2012

I run a soccer league where we track players attendance for each game. I currently do it on a spreadsheet where each game date is a column and each player is a row. We also track which team they play on at each game (they can play on different teams different weeks). I currently have a second tab in the spreadsheet to record which team a person plays on each week.

Setting up a table of fields for this is relatively easy. The problem comes to data entry. I want to be able to visually see the data like I can in a spreadsheet (names in rows, dates in columns, intersections containing either team name or whether attended) and whilst a cross-tab query gives me the layout, I cannot input data in a cross-tab query.

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Using Date Table To Track Historical Data

Dec 26, 2007

I am re-designing a database for 2008 and trying to eliminate my Make Table Queries as I have found them to be somewhat consistant over the last year, particularily when the users do not open the database on a given date. It seems there should be a simple way to accomplish what I want but I am struggling and need some assistance.

I have attached a sample of a few tables from my database, Open Cases, Closed Cases, and Date Today. The Open and Closed tables change daily due to a Corporate download and contain several date fields which have different meanings. As new cases are opened, they go on the open table, and as an open case is closed, it moves to the closed table. The tbl_Date Today is pre-populated with dates of working days only. I have a query called "Count Of Shelf Comb" that counts the number of open cases as of today, which in truth is for all activity through the previous business day. What I want is to have a query that will show each date on the tbl_date today as well has what the total count of open cases was for that date......a permanent history of the amounts.

How can I accomplish this without using a "Make Table Query".

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Modules & VBA :: Keep Track Of When Form Data Has Changed

Aug 16, 2014

I want to keep track of when data in a form was last changed.I only need to track this when the form is closed. not every time a record is changed.

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General :: Data Model To Specify And Track Proficiency / Currency

Apr 13, 2014

I am looking for a data model to define and track proficiency/currency.

Example:

You earn a licence to do X. You need to renew your licence every 2 years or so. But also, to maintain currency, you need to do what the licence gives you the right to do often enough, or else you need to do a test.

Specifically, you need to do X a specified number of times N within, say, last 3 months at any one time to maintain currency. If you have lost your currency, you need to do a test/check. So at all times, you need to have N times on record within last 3 months, or a test.

In addition, to do X legally, you also need to document that you have done X at least 10 hours within, say, last 6 months, or that you have another test within those last 6 months. This is independet of the previous requirement (concerning the number of times you did X).

Both requirements must be fulfilled at all times for you to do X legally.

So, any suitable model out there? Essentially, something capable of defining and tracking currency for various ratings and license privileges of pilots would do just fine.

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Queries :: Track Monthly Data For Several Thousand Products

Apr 17, 2014

I have a table that track monthly data for several thousand products.

The idea is to grab the first month and the first three months of sales for each product.

So I simply need to have a statement that scans through a predefined set of fields and seeks the first none zero value. This become the first month of sales (even if it is the 5th month of the year). It then needs to be able to grab the proceeding 2 months to create a sum of sales in the first 3 months. (however that would be for a second field, so presumably that is just a slightly more complex version of the same formula used to find the first month of sales).

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Reports :: Track Data Changes - Highlight Modified Values

Jan 22, 2015

I'm building a report which should highlight/change text color in field values in a modified table which have changed relative to field values in an original table. I'm using the same conditional formatting on all my fields: e.g. on the field named [Primary Instructor] in the report on the modified table, I have "Value <> Reports![F2015original]![Primary Instructor]", where I reference an identical report on the original table. Both are loaded.

My problem: it's reading all values as changed/different, even when both visual inspection and copy/paste indicate that the values are identical. Thus my report highlights all values for the field, rather than only those which have changed. The reports have identical non-conditional formatting and data type.

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Report Which Keeps Track Of Data Changes Made In DB Form Fields

Dec 13, 2014

How to generate either a form or report able to show me the history of data changes made by users in the fields of Access Objects. I'm more interested in Forms, since the users will use Forms to change data in the db.

Let me give an example:

My db has, for instance, a form named Frm1 and a form named Frm2. Both were built including several fields such as text boxes, combo boxes, etc.

So, if the user Paul first changes the field Color of the record Id 235 in the Frm1 from Green to Yellow, and then, down the road George changes the field Size of the record Id 14 in the Frm2 from Big to Small, I need to know what changes were made, by who, and when changes happened. Also, it is important to know if a record Id is added or excluded.

My final intent is to have a report/form that shows some sort of user activity log which I think could be like this:

Date--------Time----------User-----Form------RecId------Action------Field-----From-----------To
Dec12,14---15:12:35-----Paul-----Frm1--------235------Changed---Color----Green-----------Yellow
Dec18,14---07:05:19-----George--Frm2---------14------Changed---Size-----Big--------------Small
Dec22,14---09:23:59-----Sean----Frm2--------116------Deleted
Dec23,14---11:07:03-----Paul-----Frm2--------321------Added
etc...

By sorting this output by date, form and field it will easy to check/audit for user processing mistakes.

I know enough to build tables, queries, forms and reports, but don't know how to structure such thing. What kind of form event should I setup?

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Tables :: Database With Updating Dates - Track Current Projects For Team At Work

Dec 27, 2013

I am creating a database that tracks current projects for my team at work.

Some projects are only due once (e.g., mailed brochures due on 1/1/14) and some are due at scheduled intervals (e.g., status report due monthly, quarterly, etc.)

Ultimately, I'm hoping that my end result will allow us to click on a form and look at what everybody has due that day, in the next 7 days, and so forth.

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Importing Excel To Access Keeping Relationships In Access Tables

Sep 13, 2007

I have a stock control database which i have nearly completed. This has Manufacturer, which is linked to products, which is linked to Sub Product(which also has field partCode). i.e. Manufacturer1 can have 3 products, and each of these products could have 5 subsystems and partcodes. Each partcode is unique to that subsystem/product/manufacturer.

I then have a pricing spreadsheet in excel, which has many tabs. A new column has been added for each item for Manufacturer,Product,Subsystem and Partcode.

I need to import these manufacturers,products,subsystems and partcodes, but into the tables with the correct relationships, i.e. product1 and product2 are products of manufacturer1 and so cannot come under manufacturer2, and so on.

I hope this makes sense, Thanks in advance for any help you can give!

Emily

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Keeping A Log!!

Mar 8, 2005

hello all,

How does one keep log of what are the changes made to the access database in terms of the updates, appends etc..

please do help..

Thank you

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