Append And Update Expense Query
Aug 7, 2006
I have an expense table and I want the expenses to be written to a new table every month, quarter, half-year, or year depending on what the user has selected. I want to group the expenses somehow and I want it to show all monthly expenses, then show which ones have +1 month. All those will get put into a append query and added to a new table that stores all the expenses from hence forth.
Alright, I have started to figure it out ( a problem from earlier) but I think I need some help. I want an if statement but I am not familiar with date functions. In an append query I want to look at my original table and add records if it is past a certain date.
For a monthly expense (entry date is 01/01/2006)
If (dateentered) month, +1
Then write the record.
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Aug 4, 2006
I have an expense report I am trying to create. Expenses are 1 of 4 things (monthly, quarterly, semiannually, or annually occuring). If I enter a record say today:
8-04-2006--Window cleaning--$400.00--yearly
Is there a way to get it to automatically re-occur on the same day next year. (I want it to automatically reapply itself next year, not today showing next year. does this make sense?)
I want it to show up as a new record tho
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Jul 31, 2006
I have attatched a word document showing values and what I need. I want to create queries (monthly, quarterly, semi-anually, yearly). I am working with the monthly right now and if I can figure that out I am assuming I will be able to figure the others out the same way. For the monthly report I want to divide the quarterly amounts by 3, semi yearly amounts by 6, and yearly amounts by 12. Then I want their respective values to appear in the monthly statement. How do I do this?
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Aug 12, 2005
Hi
Can someone please explain to me what I'm doing wrong.
I'm trying to update my table called Portfolio with information sent to me via spreadsheet. I've been able to import the data from Excel into a table called PortfolioUpdate and the data types are all the same, but when i try to run the append query it keeps coming up with the message below
Switchboard can't append all the records in the append query.
Switchboard set 0 field(s) to Null due to a type conversion failure, and it didn't add 1889 record(s) to the table due to key violations, 0 record(s) due to lock violations, and 0 record(s) due to validation rule violations.
I've checked that all the data types are the same and I've also removed/added primary keys from the PortfolioUpdate table to see if that was the problem but to no avail.
Am I even doing this right?
If anyone could help that could be great
Thanks
Trish
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Aug 15, 2006
I need an append query to also update a yes/no box or a text box with "yes" "no" in the field.
I don't know how to do this in SQL. Please help.
Query 1 is the name of the query I want updated from "yes" to "no"
Something like:
AFTER APPEND (I am not sure how to do the "after append" in sql)
UPDATE Query 1
SET Query 1.DueToday = "No"
Where DueToday = "Yes"
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Feb 15, 2007
Hello,
I am trying to develope a database that calculates and accrues vacation leave monthly.
I am trying to write a query that will add 2.5 days to each employee every month and I would like to automate this update process but I am not sure how can I get this query to know each beggining of the month and do the update. Does any body have a better understanding or suggestion of going about this issue
Your help is much appreciated
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Mar 19, 2007
Hi,
I am working on a scheduling database and have got stuck with what I thought would be a simple update or append query (It probably is very simple for non-newbies).
I am trying to create an update query to update the "Cell_ID" field in tbl_ScheduledAssays with the "Cell_ID" field from tbl_Machines.
The tbl_ScheduledAssays stores each assay that needs to be run. The tbl_Machines stores both the "Machine_ID" on which the assays are run and which "Cell_ID" that machine belongs to.
Some assays have a "Machine_ID" assigned up front as they have to be run on a certain machine, however other assays can be run on any machine so are assigned "Machine_ID" 51 which is a blank.
For all records in the tbl_ScheduledAssays table where the machine ID is <>51 I want the Query to check the "Machine_ID" and read from the tbl_Machines which "Cell_ID" that machine is in and then add that "Cell_ID" to the "Cell_ID" in the tbl_ScheduledAssays table.
I hope this makes sense! I have tried to search the forum but everthing I have tried so far has failed. Have also tried to do an append query to no avail.
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Jul 26, 2007
Could someone please try to give me a step by step method for using an append query to update a table. Gary gave me a ton of help before but im still a little stuck. Thanks in advance. :)
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Apr 4, 2014
I have two tables: tblModels and tblParts. tblModels has primary key ModelID; tblParts has primary key PartID, and also has a ModelID field that's hooked to tblModels's ModelID with referential integrity (cascade all). I have a button on my form that duplicates the model (creating a new record in tblModels and getting a new ModelID), and when that happens, I'd like for the duplication process to run an Append Query that captures all records in tblParts that matches the FIRST ModelID (the original one), and makes new copies of them in the same table, but then sets the ModelID for each new record to the NEW ModelID (that was created with the button press).
I have done this using TempVars in my Append Query, and everything is working great, except for when all the Parts records get copied and added, they all have the OLD ModelID on them, which essentially duplicates the records in the old Model and leaves the new Model empty of associated records!The Append Query is using the ModelID field to find the records I want, so how do I then get it to write a NEW ModelID to each record after they're added to the table?
EDIT: I thought of maybe doing the old TempTable, Append Query dumps to that, Update Query changes ModelID's, Append Query dumps them back to the original table... but that seems like the long way around.
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Aug 6, 2013
In access Im working with two tables, this is my setup
tableA.documentnr
tableA.revison
tableB.documentnr
tableB.revision
Both tables are filled with data, Table B contains the same kind of data as table A, But tableA has documentnumbers with different revisions (for example revision a,b,c, for each revision a seperate row). Table B might have an identical document, but just one revision (like revision a).
Now I like to append the data of tableA to tableB, except if a revision is similiar to a revision in table A. (There is more metadata involved, but I will do it step by step)
Im not working with primarykey data, becayse in the end result table B will also have multiple (identical)document numbers with different revisions on different rows.
I tried to use the update query but it doenst append the documentnumbers where the revision is not present in table B I attached a image of the tables.
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Nov 7, 2013
is possible to run an Append Query and update a field at the sametime?
i.e. I would like the MealDate field to be incremented by 1, just not sure how to write the code within the query!!!
This is what I have so far!!! not working
MealDate: ([MealDate](Date()+1))
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Apr 11, 2007
why isn't my Access giving me warning before runing the delete, append or update query because usually it warns you that you are about to append, update or delete the following number of records. It must be the settings, can someone help!
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Dec 6, 2013
Can I use the append query to update a table by replacing all existing information with updated information while at the same time adding all data that isn't currently in the table?
Right now every time I run the Append Query it just adds the same information as a new row instead of replacing the existing row with the updated information.
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Feb 25, 2014
I am giving two tables and I need to create a macro that automatically updates these tables depending on the value of a Yes/No field. If it's No, it's in the 1st table TableOne, if it's Yes it automatically updates to TableTwo.
So, the best way I saw to go about is to set up an append query and then create a macro that runs it
So my tables have the values FirstName, LastName and isValid (more but keeping it short)
So for my append query, I put TableTwo in the pop up I get. Then, where it asks for the field I put it
Field:FirstName
Table:TableOne
AppendTo:[TableTwo].[FirstName]
Criteria:[TableOne].[isValid] = 1
I do this for all (it was autocompleted except the Criteria field). I tried to keep Criteria with data only for isValid but that didn't work. I wrote it for all the field names, still didn't work. Whenever I click run it says it'll append 0 rows.
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Nov 15, 2006
Hi All,
I am using an update query however when clicking on the run button within the query, i keep reciving an error message which i have attached. It basically refering that due to setting a primary Key on the table i cannot add all the records, however i need to set a primary key to the table to stop duplicate entries from being updated. Any help im confused.
The table is set up as:
Line Number (Primary Key)
WorkOrderNumber (Primary Key)
ProdNo (Primary Key)
ProductDescription
Quantity
CylinderSerial Number
Status
I have set the first three fields as primary keys as there cannot be a Workorder number with the same line number and product number as another
for e.g. the follwing results cannot be shown
Workorder number Line Number ProdNo
3333 1 221
3333 1 221
For e.g the follwing results can be shown
Workorder number Line Number ProdNo
3333 1 221
3333 2 221
Any help, can u see what i am doing worng
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Jun 22, 2005
Hi, AM very new to Access and currently (trying) to creating a DB to safe me time filling out my expense forms manual. (dark ages pen & paper) :confused:
I've used the same table/fields that this form would required if I was filling it in by hand. Am I able to create drop down box's with prefix information in these table/field? can you do this on Access if so how would you do this?
I would also like to calculate the mileage using the info from drop down boxes ie from leeds (value of 2) to Manchester (value of 10) based on standard mileage I can claim for (0.10p) = (£2.00) in my remarks field I would wont to be able to prefix this i.e 20 (being the value of 2x10) miles each way @ 0.10p (being the set mileage)?
Am trying to use the same form that I would fill in manual. But having difficulties trying to fit this in forms. I've changed the paper layout & margins etc but still missing about a inch of information that's required on this form :confused:
The form will only allow you to fill in 11 lines of info b4 you need to fill out another form
How would your database know when to create a new form when the 11 field/lines have been filled with data?
How do you add up your columns?
How would you bring a balance b/fwd to you next sheet leaving only 10 lines of info to be inputted?
Any help with the above or any direction or further informatin required would be much appreciated
Thank you
DragonJJ
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Mar 5, 2013
I am working on a personal expense ledger. On a particular field that is labeled [expense/income], and a field labeled [amount]. the [expense/income]field is a listbox field "with expense and income as the values. Here is what i want to do. when i select income from the listbox i want it to sum the total in the amount] field, and if i select expense i want it to subtract the total in the [amount] field. i hope i explain it correctly.
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Sep 25, 2013
I have a subform in columns that has a list of invoices bound together by the site number on the form there is a Expense code that runs 51 to 95.
On another tab I want to add all the invoices for a expense code together and display the total amount
Below is an example of invoices
IDSite CodeInvoice DatePOInvoiceContractorInvoice AmountExpense Code
10289S20/09/2013 346603410Dj Commercial Cleaning Ltd 25.2362A
20289S28/09/2013 346061141Platinum Landscapes 240.0055A
30289S03/09/2013 353112021Clean And Green 167.0063A
40289S02/08/2013 353112015Clean And Green 174.0063A
50289S19/08/2013 111115271Southern Electric 189.5679A
60289S19/08/2013 346061121Platinum Landscapes 240.0055A
70289S02/06/2013 353112009Clean And Green 160.0063A
80289S02/05/2013 353112003Clean And Green 181.0063A
I want it to display on another tab
51 General Expenses £452.36
55 Gardens £1523.65
and so on
whats the best way to do this?
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Feb 18, 2007
hi Guys,
I have been looking at different post and checking Microsoft help files as well, but still can't seem to fix this problem.
I am having 2 tables. The first table is connected to a form for viewing and entering data, and in the second table i am just copying 3-4 fields from the first table.
I am trying to use the insert statement to insert records in the second table, and everytime i click on the "Add" button to add the records i get the following error "MS access can't append all the records in the append query ... blah blah blah"
However if i close the form and reopen it, and goto the record (as it is saved in the first database) and now click on the add button to add the fields to the second table/database, it works.
What am i doing wrong???
Any inputs will be greatly appreciated.
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Jun 21, 2005
Can anyone tell me how to modify data in a querry befor appending the data to a new table
Thanks,
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Sep 19, 2005
Just wondering if someone can point me in the right direction so that i can solve my problem?
Basically what i have is a select query that carries out some calculations based on data entered. These calculations are expressions as i am sure you guys know. what i want to do is put the value from the expression/calculation into my table in the correct fields made for these values. However i have tried everything i can think of to get this data into the tables fields but to no avail.
example. Expr1: [field1]*[field2] the answer created by [Expr1] is the value i want to be placed in [field3]
Can anyone help me on how i can do this
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Nov 7, 2006
I am trying to create update and append queries that deal with multiple tables. I can't seem to get it to work. Any help would be appreciated.
The update query needs to reverse this select query:
SELECT tblPayment.AmountOfPmt, tblPayment.DueDate, tblPayment.DateIssued, tblPayment.CheckNumber, tblPayment.PaymentType
FROM tblPayment INNER JOIN (tblLease INNER JOIN tblCustomer ON tblLease.CustomerID = tblCustomer.CustomerID) ON tblPayment.LeaseID = tblLease.LeaseID
WHERE (((tblCustomer.CustomerID) Like [spCustomerID]));
The append query needs to insert CustomerID, FirstName, LastName, SecondaryCustomer, PhoneNumber, DOB, Email, Active into tblCustomer, but also DateSigned, DateEffective, DateExpire, CustomerID, LotID into tblLease.
I can't figure either of these two out. Any help would be great.
Thanks in advance.
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Jan 11, 2007
Hi,
can any help : )
i am trying to mass update one field in a table.
Basically i have created a new check box (Yes/No Value) in my customers table.
Basically i will tick this box if a customers placed any order with our company.
At present all our existing customers have placed orders with us. and i want to add value Yes to this field.
What method can i use to make this Mass update all customers records.
thanks in advance
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Sep 3, 2007
Hey guys-
I have a 'Master Table' that holds all my imported records. After a few queries and whatnot- I need to break it down into specialized tables. For example- my Sales Associate info goes into one table (all their contact info, employee code, etc)- while the product info goes into another table.
As I import daily orders and whatnot- it also brings in the sales associates info. So, I want to have Access check the existing SalesEmployee Table for any existing records (by their employee code)- and if it doesn't exist, append it into the table. HOWEVER- if they are already showing in the SalesEmployee Table, I want it to check to see if their contact info is the same- if not, update it with the new info I am importing.
How do I go about doing this? Is this an update query all by itself? Or, do I need a more complex if/then statements and whatnot?
Thanks!
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Apr 8, 2008
I have a table that I need to update existing data and append new data. All of the new data is in the same file. Is there a way I can update and append at the same time?
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Jan 25, 2005
Hello
I have some different fields (cell content) in the same tables that need to be joined or merged together. Then I also have several fields that need to be joined from several different tables. I need to add a prefix to everything I add.
Here is a sample of the join I need within one table:
What I have:
|__JHOLDINGS__|__MOVINGWALL___|
|__V.30 1998-_|________5______|
What I want:
|___JHOLDINGS___|
|__V.30 1998-___|
|_____MW: 5_____|
Here's another sample of the join I need between two tables:
What I have:
Table 1: Super Table
|__________NOTES_________|
|__This title comes in___|
|__microfilm and PM______|
Table 2: Project MUSE
|__________NOTES_________|
|__This is a made-up_____|
|__note__________________|
What I want:
Table 1: Super Table
|__________NOTES_________|
|__This title comes in___|
|__microfilm and PM______|
|__Project MUSE: This is_|
|_ a made-up note________|
Table 2: Project Muse
Stays the same.
I know how to move part of a cell to another blank cell, and I know how to delete part of a cell.. But I don't know how to move part of a cell to a cell that already has content.
If you search for my name and this post: Deleting Certain Text Between Character in a Cell, you'll see what I've learned already. I'm thinking maybe I just need to run the same sort of function/module, but append instead of update. Dunno.
Thanks in advance,
Siena
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