Annual Report
Feb 22, 2005
I've just been asked to generate an annual report, to the 1st of January of every year the current expression i'm using is for up to date, how would i change it to annual example Jan 2005
Years Of Service: DateDiff("yyyy",[EmpHireDate],Date())+(Date()<DateSerial(Year(Date()),Month([EmpHireDate]),Day([EmpHireDate]))) & " Years, " & (DateDiff("m",[EmpHireDate],Date())) Mod 12 & " Months"
Thanks...
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Dec 5, 2005
:confused: I wish to construct a form that displays a graph showing the monthly sales totals year on year. In this way - I will be able to see quite easily how the present monthly income compares to previous years.
Therefore, each year will have its own data series on the graph... the problem I have is that I wish the graph to automatically recognise the roll-over to the next year thereby creating the next series for that year.
This would mean having the months Jan-Dec on the X axis and the income scale as the Y axis. Each data series representing the year.
Otherwise, the alternative is to manually change the underlying datasource every year to include .... has anyone done anything similar to this that they would be willing to share please?
Thank you.
Guido
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Jan 26, 2008
Need a little professional advice.
I have a product table. Those products expire over time. Their shelf life is monthly, quarterly, or annual.
What should I use for monthly, quarterly, and annual in my table.
My first thought was 30, 90, and 365. Then in my query I would use the datediff function. If the datediff was >= to ...then ...
However there are months with 28,29, and 31 days. With this quarterly can change as well. The annual as well by 1.
What is the rule, if there is one?
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Mar 6, 2015
I have a database with shifts in for staff. They have a bunch of times in and times out over a four week period. I have gotten an average weekly amount of hours for each staff member based on this but I need another equasion to work out their leave entitlement. It breaks down like this...
Average weekly hours x 5.6 x number of days working in this period (ie start date and end of financial year day count) divided by number of days in the financial year (ie 1/4/2015 - 31/3/2016 day count)
I'm just wondering of a way to do the day count based on me keying in the start date of the staff member (default 1/4/2015) and that access can work out the days in that financial year left and the actual days in that financial year.
It sounds simple enough but I want to get it to automate based on my start date.
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Apr 12, 2014
I've worked out how to sum all my sales (turnover) from a given nominated date...but what I seek now is to project forward what the annual turnover will be (which will quickly give me a 'pulse' & indicate if I'm growing as my financial year progresses)
My financial year started on Feb 4 2014 ...I can easily sum all my sales from that date, but ideally what I'd like to do is divide that sum by the number of days elapsed (this will give the average turnover per day) & then project that forward to Feb 3 2015 (the last day of my financial year)
So is there anyway that access can work out the number of days that have elapsed between 4 feb & 'now' (to get the average) ....but more specifically also how many days between 'now' ....and Feb 3 2015 - I then can use the remaining number of days to multiply the average daily takins to give an indication of what my year end annual turnover will be :-)
Or am I faced with having to do such calculations manually outside of access?
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Nov 29, 2005
Hi there, thanks in advance for any help or input with this. I am working with tables that have annual data on insurance policies that are effective for 1 year. I have Policy number (PolicyNum), current premium (CurrentPrem), the date the policy went into effect (PolicyEffDate), and cancellation (CXDate, which is 1/1/2001 if the policy was not cancelled). I am trying to earn out the CurrentPrem into monthly buckets. The tables are by the effective year going back to 2004, so basically 2004, 2005, 2006.
I'm not sure how to go about tackling this and have tried a number of different ways. I sense that I will need a query that will have 24 fields for all the months over a two year period that any given 1 year policy can be effective over. For instance, a policy created on 5/1/2004 (May 2004) is effective until 4/31/2005 (April 2005), and a policy created on 12/31/2004 is effective until 12/30/2005.
So for every month between January 2004 and December 2005, there needs to be a value generated (either zero or a monthly premium value).
Attached is a sample table with data. Really all I've been able to do is calculate how long a given policy is in effect for (how many months) and then how much the monthly premium is. I cannot figure out how to appropriate the monthly premiums to the corresponding months a policy is effective for.
Note that the current premium value takes into account cancellation which implies that the monthly premium for a cancelled policy is not 1/12 * [CurrentPrem] but 1/[MonthsInEffect] * [CurrentPrem].
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Dec 1, 2014
On the surface this seems easy, but I am struggling. two tables
tbldata (four fields 6,270 rows)
custid 2015cellcode 2015qty 2015amt
12673 1243 100 1,000.00
12673 1250 200 2,000.00
etc etc
tblmntlyalloc (Three fields and 12 rows i.e. one row for each month)
2015mnth, 2015allocation, 2015wrkdays
jan 98 20
feb 93 19
etc etc etc
So in order to handle seasonality of sales, the sales department is given 1,200 points. you can then allocation any number of points (75 - 125) per month. But the total number of points must equal 1,200. So I created a table with the monthly allocation and workdays. I could hard code the % and work days into the formula like this
Jan1[2015amt]*(98/1200)) / 20
Feb1[2015amt]*(93/1200)) / 19
And this does work very well to get me my daily sales amount per month/wrkday
However I know sales will change the monthly allocation (still totals 1200) and HR could even have a change to the holiday schedule. So I want to utilize the table.
So my query brings in both tables, but they are not linked. And this is my formula.
Jan1[2015amt]*([2015allocation]/1200) / [2015wrkdays]
Feb1[2015amt]*([2015allocation]/1200) / [2015wrkdays]
Mar1[2015amt]*([2015allocation]/1200) / [2015wrkdays]
Apr1[2015amt]*([2015allocation]/1200) / [2015wrkdays]
etc etc for 12 months
So I need it to find the value for Jan in the Jan formula, and Feb in the feb formula etc. I cannot determine the correct query formula.
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May 18, 2014
I have a small clinic database. I've got tblAppointments to show AppointmentID and AppointmentDate among various other data, but only the dates matter for what I'm trying to achieve.
I'm trying to show a chart on a report that shows the number of appointments by months for this year and previous year. How can I do this...without using SQL, hopefully?
Here's what I tried: I made a cross-tab query to successfully show the years 2013 and 2014 in the rows, months in the columns, and number of appointments as values. But then, I didn't know how to graph it to compare the number of appointments for the two years by months.
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Mar 20, 2013
I am creating payment database for a community gym, the data will be created on a data sheet.
There are 2 payment types monthly and annual (these are on a dropdown box with their own id number).
I have a joining date and a paid date, but reflected against the payment type ie 31 days or 365 days.
I have been trying to do something along the lines of:
if [monthly] (is selected) (so this would call up a 31days) date() is > [joining date] then give message to renew and same kinda thing for annual.
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Aug 19, 2007
Does the MS Access Report support Hide/Show specific fields according to parameters or even by click?
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Jun 3, 2014
I'v looking for since a couple months a go to make a report direct from access form using crystal report but i havent found it yet. I'v tried this code and its giving me errors. " run time error 1004 method range of object _global failed "
how to make a report using crystal report direct from ms access as front end application ? is it possible to use crystal report ?btw i use database sql server 2008 and MS Access 2007 as my frontend application.here's the code that i'v found and gives me an error
Dim CR As New CRAXDRT.Application
Dim rep As CRAXDRT.Report
Set rep = CR.OpenReport(Range(" ??? ")) * i getting error in this line, what should i do to fill it ??
rep.ParameterFields(1).AddCurrentValue "Boston"
rep.ParameterFields(2).AddCurrentValue "Cars"
rep.Database.Tables(1).SetLogOnInfo "tool", "db_tsel"
rep.ReadRecords
rep.PrintOut promptUser:=False, numberOfCopy:=1 ' promptUser:=True doesn't work
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Aug 13, 2015
I have a form with 7 List boxes linked to 7 Query's which in turn are linked to a table. Each list box if for a particular trade.
I am trying to select a person or persons from each List box and then have them sent to a report. I have Code to do one list box, but do not know how to link all boxes with code to a 'Open report' button.
The code I am using is as follows:-
Private Sub cmdOpenReport_Click()
On Error GoTo Err_cmdOpenReport_Click
Dim strWhere As String
Dim ctl As Control
Dim varItem As Variant
'make sure a selection has been made
[code]....
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Nov 16, 2014
The aim of what I am doing is to create a monthly statement to give to our intermediaries that shows the commission they will receive each month for the deals they have referred. I have managed to create this report, HOWEVER I can't figure out how to filter out which month I need, so I a report for Jan, Feb Mar etc... The idea is that at the end of each month I need to run the report so only the latest month shows...
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Jun 26, 2013
I have a report which programmatically sets the value of some labels based on its own internal logic for each line of the detail section of a report. This all works fine and dandy, using the Detail_format event, and accessing detail.controls.item(x).caption.
HOWEVER, when I then embed the report as a subreport (which I need to do), I goes wrong. Here, I get the values of the last row of the detail repeated in every previous one. I'm suspecting because the parent report has its own 'detail' (I've tried giving the subreport its own distinct detail name).
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Dec 21, 2014
How do I hide the report footer based on the report's data ?
I'm trying to hide if number of users = 1
The report's data is a query built inside the report's RecordSource, not a self standing query.
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Apr 10, 2014
I've done this once entirely by accident and can't seem to duplicate it...
I have a report. It has the following:
Report Header: Logo and title
Department Header
Supervisor Header
Group Header
Detail
Department Footer: Totals
Report Footer: Overall Totals for all departments
Here's my question.
I have combo boxes on my main form that filter this report. The combo boxes are referred to by the query that runs the report. How do I get proper unfiltered overall totals in my report footer?
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Apr 18, 2013
I have a report that displays incidents, their details, consequences and a photo. Among the details is a severity rating high medium or low, I have been asked to make the report shorten the records which have been given a low severity (because it takes up as much space as the more important/severe ones).
The only method I can think of is to use the onformat event, to shrink and make invisible all the fields that I don't want to see if the severity field shows 'low'.
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May 24, 2015
We have a shift log that includes both personnel actions during any given day as well as operational actions. (We recently switched from a word document to an Access Database to allow multiple users to input events while another has the logbook open already (which you couldn't do with Word))
At the beginning of each day, my manager reviews the previous days log and forwards up pertinent data (some personnel, some operational) to our higher authorities. Is there a way to allow him to select which records he'd like to include on that higher-authorities report straight from the local-level report?
I'm not a fan of allowing him a "Save As" feature because that kind of defeats the data integrity purpose of an events log where he could save as an RTF and then edit any of the log entries without any checks or balances.
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Jun 26, 2013
I have an odd thing happening with my reports. There is a main report that gives class information (from query). There are two subreports (from queries also ) with scores (one for each type of test). There are some unbound controls on the main form that display a count of how many scores are recorded which are totals from the subreports. The controls all report the correct numbers however, when I scroll down to view each record, some of them change to #error, or #name, or similar for a moment. Sometimes they will stay in error form when I stop scrolling but change to correct if I scroll up just a bit. Is this because the controls won't calculate unless that report record has focus?
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Sep 2, 2014
I have a three-column query that tells me how many hours I have available per week for a given resource type (e.g. welders). I have a second three-column query that tells me how many hours of work I have planned per week for a given resource type.I'm hoping to produce a query (the source for a report) that will show resource types in rows and twelve months in 24 columns. the first column for each month will show how many hours I have available for all my resources, the second column for each month will show how many hours I have allocated.
How do I produce a query that will combine the other two queries, inserting zeroes where necessary considering that for any given week I might have allocated work to a resource that isn't available (because the inconsiderate buggers think they are entitled to holiday) or I might have a resource that has no work allocated (because I'm incompetent)?
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Dec 18, 2013
Is there a way to hide a label on a report if the sub report count is 0?
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Dec 21, 2012
I have an asset data base to generate individual asset detail reports with a sub report on the same page listing similar assets from a separate query. I have set the master and child fields, one to many. This works perfectly for the first two assets (pages), however the sub report stops showing data on the third asset (page).
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Dec 20, 2004
Hi,
Can you tell me if it is possible to create a main report with a Portrait view and then add a sub report to the main report and print this out in landscape mode. If you can please can you advise on the best way to do this. Thanks PWF
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Mar 20, 2015
So I have a text box in a report that I want to pull in data from a field in another report, so the 'control' for my text box looks something like this...
=[Reports]![rptSalesReceiptSub]![Text141] (i.e Text141 is the data I want to pull into my report)
...the path is completely correct but when I run my report I get.#Name? If I run the report that has the data I want, it's fine (in other words Text141 has valid data in it)
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Jul 11, 2013
I am wondering if it is possible to send a report as xls file and keep the format exactly as the report looks.When I try to send it now, it automatically changes back to the column names from the table, which I in the report have changed and want to keep in my excel output!
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Jul 8, 2015
On this form, there is a text box for Quantity...At the end of the form, there will be a button that when pressed:The current record the data on the form is entered for is saved,A report is printed on a specific printer,I do not want the report to actual display,The number of copies it prints should be equal to what the quantity field indicates.I do have the report already created and the Quantity field is on the report (just not visible).Once this all happens, it should return the user to the form, that is blank, waiting for a new record entry.
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