Clients Table Help Needed, Filtering
Jan 7, 2006
Hi, based on previous advice I had merged my customers and owners into one table and selected whether a client was a customer, owner or both via a lookup table.
This is working fine, however I must assign a rep to each owner, I'm not quite sure how to do this, I need to be able to assign a rep to an owner in the clients table, I must also make sure than a rep can not be assigned to someone who is just a customer obviously.
I have attached the database (http://jonroberts.redirectme.net/database.zip), hopefully that will make things more clear.
Thanks in advance.
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May 2, 2007
Hello, I am in the process of trying to get my database so i can access over the web.
Currently over the Lan I have the main database located on the server, and have created a replication for the two clients. This works over the lan where i can open the original and sync etc etc. How can i get this to work over the web so I have the same functionability as the lan method but over the web. I thought of some kind of interface but im not sure on how to do this.
Thanks in advance
Craig Clarke
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Nov 18, 2007
Since I left school I have had to jump into application design on my own because I am finding it difficult to find work without 1 to 3 years of experience typically required by the current job market. This leaves me without any gut feeling for how to charge my customers. Charging by the hour is difficult to do fairly because I am not as efficient as more experienced programmers. Charging by the form, query, report, macro, or module, however, doesn't accurately capture the time variable associated with extensive scripting. Any guidelines offered in regards to charging and possibly ballpark rates would be hugely appreciated!!!
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Jul 26, 2006
Please help. My inability to achieve this is very frustrating.
I have a tabular form based on a query, which returns a large number of records. I need users to be able to filter the records to display data relating to what they have entered in a number of combo boxes.
For example I have fields showing Product ID, Manufacturer ID, Purchase Order number and due date. Each of these fields has a corresponding unbound combo box where users can select values that appear in the table. I need to be able to filter the form based on what is in these combo boxes. I.e. Filler for a product ID to show all purchase orders numbers and due dates relating to that product ID or filter for a manufacturer ID and due date to show all Product IDs and purchase orders relating to that a manufacturer and date.
Ideally this would be achieved by pressing a command button.
The query, table and combo boxes are all built and work fine but I am unable to get the filter to work, I am using Access 97 and am not very familiar with visual basic. Any help would be appreciated.
Thanks.
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Jul 3, 2013
I have a table that contains clients. There are a few select times when there will be one client organization but I will need to have two entries--say when one department has a separate contact & record of events than another department.
In most cases these separate departments can be treated as entirely separate clients however in some ways they should be counted as one--such as when counting the number of clients that we serve.
What is the best way that I can accomplish this?
My current idea is that when this situation arrises I have some type of command button that will create a new client record in the table, copy the information from the first record, then I can change it as need be.
I don't know if this is possible, how to do it, and how to set up queries that will recognize the two entries as one record. I don't even know if this is the best way to do it
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Feb 4, 2014
I have a Client database table in Access. I now need to add a simple order table (related) to the client table. I have a client ID field set to autonumber in the client table. As I start to create the orders table I'm not sure how to link the two so that I'm not entering data twice and have assurance that they are tied together.
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Dec 25, 2006
I have a table -'client' with 5 fields,
id
name
address
email
mobile no
I want to see only those clients who has email id.
I know its simple but not so simple to a layman like me :)
Please help
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Mar 25, 2008
Hello All,
I am new here and was wondering if anyone has ever had the following happen:
When you 'Filter by Selection' in a table for NULL values the number of records shown are less than the actual number of records with NULL values.
For example, I tried this with a particular tables looking for NULLL records in a particular field and while I could clearly see that the number of NULL values was x, the number returned upon filtering on NULL in that field was less than x.
Any idea? Your help is very much appreciated.
Thanks!
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Jun 6, 2006
I need urgent help, I am required at my job to come up with a command that will check to see if a table exists, and if so, delete the table. The whole process goes like this:
There's a form, and a listbox. 2 buttons...1 is import a file and 2nd is generate report. In the listbox theres 3 excel files. You select one excel file then click on Import, followed by clicking on Generate Report button.
The whole technical process is this:
1. A csv file is imported into a temp table
2. A temp table is created and named "_ImportedSKUS".
3. An append query is exectued to add the data from the "_ImportedSKUS" temp table to the final table, "Imported SKUs".
4. Then the temp table, "_ImportedSKUs" is closed and deleted.
I have a delete command at the end of the sub, which goes like this:
DoCmd.DeleteObject acTable, "_ImportedSKUS".
But I'm also need to generate an If statement before the loop that will check to see if the "_ImportedSKUs" table exists, if so, delete it (using same code listed above) and end if.
Can anyone help me out here???
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Jul 29, 2005
I have a database with a list of clients, their enter and exit dates. I need to do a query that will count how many clients we have on a specific date. Keeping in mind that clients leave. I can do a query that will prompt user to enter a date. However, how would I count the total number of clients on that date? thanks a lot for any help!
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Apr 19, 2006
Hello,
I have a project table that I track the progress of each job in by entering dates when certain portions are done. What I would like to do is when I fill in the "Project Completed" or "Cancelled" columns, to have that record automatically filtered out of the table. I still want to be able to turn off the filter at the end of the year to see all the projects we did, but I don't want this project cluttering up my table once it is finished or cancelled. Right now, I copy and move these completed projects to a separate table, but others say this is confusing and they can't figure out which table to use.
I input everything in the table format and don't have any forms that I use.
Thanks for any help.
Matt
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Jan 15, 2006
I have a table that lists all of my available seating for different events.
My table columns look like this:
EventID - Section - Row - Seat - Available
Sample data in columns:
1 - A - A - 1 - Y
1 - A - A - 2 - Y
1 - B - A - 1 - N
1 - B - A - 2 - Y
2 - A - A - 1 - Y
2 - A - A - 2 - Y
2 - B - A - 1 - Y
2 - B - A - 2 - Y
EventID actually goes from 1-6
Section actually goes from A-F
Row actually goes from A-J
Seat actually goes from 1-36
When the user selects an event (or events) in the first box - I would like the query to eliminate the available seating, from the other events, in the results.
When the user selects a section (or sections) - I would like the query to further eliminate the available seating, from sections not chosen, in the results.
When the user selects a row (or rows) - I would like the query to further eliminate the available seating, from rows not chosen, in the results. And finally display whatever available seating is available - based on all three of the above criteria.
I purchased every access book I could find.. and I am slowly learning this. I'm a complete novice..
I'm not looking for any of you to do the work for me.. I'm more looking for guidence. I'm still getting to know all of the controls and their limitations. I have not yet written any VBA code. (It's still very confusing) I'm trying to get by on using the toolbox controls, using queries, macros and form controls.
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Apr 11, 2014
I need to create a report from a query. I have created the query that pulls the below data from the relevant tables:
ClientName;invoiceAmount;InvoiceDate
Using the wizard I have created a basic report that shows the information in the query, but I need it to list all clients and all months - even if some months show no invoices sent.
Ideally it would show as follows (with an option for the relevant year to display):
______ Jan Feb Mar Apr May Jun Jul Aug Sep Oct Dec
Client1
Client2
Client3
Client4
Do I need to create a separate tables for Month/Year and link these to the query? Or is there a simple function I can put into the query to achieve this? It seems a simple task, but after playing for a week I've got no where
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Apr 9, 2013
I'm creating this database for a claims management company. Yesterday I learnt about making a many to one relationship between the claims and clients tables.
Turns out its more complicated than that. Since I'm dealing with claims, a person may add their partner as the second claimant. (usually the case in mortgages)
So where parties A and B are in a relationship:
person A may claim on their own
Person B may claim on their own
Person A may be the primary claimant and add person B
or conversely person B may be the primary claimant, adding person A.
The end goal is to automatically fill in a financial form (making use of a mail merge). So from what I know I think this means:
that grouping them as one contact is not going to work as I need them to be able to do a solo claim, and also I will not be able to easily change around who is the primary or secondary claimant, which will then carry over onto the mail merge.
So I think this means I need them as two separate contacts. However, I don't know how to create a link between them to easily add their partner to a claim.
Would this also mean I need a many to many relationship between clients and cases.
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Nov 17, 2007
I've been generating a report using two forms for data, and everything has worked well until recently.
My report contains a field which tracks Therapist visits by date. Since the subform now contains multiple dates for each patient, the report prints a line for each date, resulting in two or three lines for each patient.
I would like the report to print a single line for each paient with the most recent date only. I've tried a fix suggested by another user in the Forum...(Top Value) in the query, but this resulted in only a single record being printed for the entire database. I then tried to add MAX(date) to the CRITERIA line for the DATE field, but now I get the message
"Cannot have aggregate function in WHERE clause". I'm stumped at this point, so any help would be greatly appreciated.
Doug
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May 30, 2014
How best to go about designing a new table that shows any records matching a specific user name field from a parent table (without changing any records in the parent table).
For example: Any record in the column "user name" matching "Craig" in the parent table should be displayed in the new table.
I also would like for the new table to update automatically anytime a new record meeting the user name criteria ("Craig" for example) is added to the parent table.
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Sep 3, 2015
I am a student and I've just started to work with the MS Access and databases.
I am wondering if it is possible to filter the fields of table and display only specific information from that specific field. For example: The database (*.mdb file) is created automatically by the software (EPLAN Electric).
There are columns with fields like "de_DE@Verbindungsleitung;pl_PL@Kabel laczacy;en_EN@Connecting cable;en_US@Connecting cable;" But I would like to display in query/table filed only text starting from "en_EN@*" or "??_??@*" or display nothing...
I know that it is possible to display only rows which contain this text, but how can I get rid of fields from unwanted words...?
I cannot change original table of database because the parent-program (EPLAN Electric) will not recognize this database... And additionally data base is updated via EPLAN so every new field should be filtered in this way...
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May 19, 2005
Hi Everyone, I need help in selection of primary key and designing of a tables. I am having a table called Current trailers with Trailer number as a primary key. I have similar table to current trailers called history table in which the trailers that left the yard are stored. As a trailer can enter and exit the yard couple of times in a week, its not letting me to have duplicates in the history table.So can anyone help in selection of primary key for the history table. Or can anyone tell me how I can have duplicates in a table.
Thanks in Advance,
Naveen
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Apr 24, 2006
I’m having trouble defining Relationships I’m thinking I need a “Junction” Table and I have tried looking at the Orders.mdb but it hasn’t helped (I’m sure I’m just missing something) I just don’t see how it works. If at all possible please don’t just give the info try to help me understand so I can get the answer myself.
Here is what I have:
Far table:
FarNumID (PK) > autonumber
FarNumber > Text “224-10C”
FarTitle> Text
FarParagraph table:
FarParaID (PK) > autonumber
FarNumID > Number
FarParaTitle > Text
FarParaText > Text
AC table:
ACNumID (PK) > autonumber
ACNumber > Text
ACTitle> Text
ACParagraph table:
ACParaID (PK) > autonumber
ACNumID > Number
ACParaTitle > Text
ACParaText > Text
1. Each FarNumber can have only 1 FarTitle 1:1
Each FarNumber can have many FarParaTitles 1:Many
Each FarNumber can have many FarParaText 1:Many
2. Each FarTitle can have many FarParaTitle 1:Many
Each FarTitle can have many FarParaText 1:Many
3. Each FarParaTitle and have only 1 FarparaText 1:1
Thanks so much.
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Oct 30, 2006
I am looking to set up tables in such a way that will allow for the concept:
If Variable 1=A and Variable 2=B then Output of 3=C
For Example:
If the House is "Blue"
And the Man drinks "Beer"
Then his pet is a "Dog"
If the House is "Green"
And the Man drinks "Vodka"
Then his pet is a "Bird"
NOTE:
There is no equational relationship between the first two variables to get the 3rd output. It is simply a lookup table. In excel you would have the color house down the left, the drink across the top and in the cells would be the type of pet. But I am struggling with how this can be made to function within Access since I will want the user to obviously be able to pick the first two variables and have the "answer" spit out.
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Mar 14, 2007
Hi
I will give you an overview of what I have.
I have a database that records sites in Blackburn and each site has a unique ID (RTP_ID). Each site has 10 objectives with 25 Measures in which the sites are scored against.
Objective 1 has 2 measures
Objective 2 has 8 measures
Objective 3 has 1 measure
Objective 4 has 1 measure
Objective 5 has 1 measure
Objective 6 has 3 measures
Objective 7 has 2 measures
Objective 8 has 1 measure
Objective 9 has 2 measures
Objective 10 has 3 measures
Each site has the same objectives and the same measures, but the scores for each are individual.
Table: SiteDetails
RTP_ID, SiteName, Postcode
Table: Objectives
OBJ_ID, ObjName, ObjScore, RTP_ID
Table: Measures
OBJ_ID, MSR_ID, MsrName, MsrWeight, MsrScore
I don't know how to create the relationship between them so that each site can have 10 objectives and 25 measures (with scores) individually. At the moment, I have them connecting as SiteDetails.RTP_ID > Objectives.RTP_ID and Objectives.OBJ_ID > Measures.OBJ_ID but it doesn't work, it thinks that the scores apply to every site.
Please help me, I know that this may not make sense without seeing the database, but unfortunately it is too large to attach.
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Nov 4, 2006
I have almost finished my current database but I was asked to create a log table/log file that would list changes made to every record. Now my current database don't allow duplicate records, so any advice pointing me into the right direction will be helpful. I have ran through the search area and found nothing that I can use. Can any one help me out in this specific problem. I picked up a few books and none of them give examples of such things. Thanking you all in advance...
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Jul 4, 2006
Hi all,I've been struggling with this for a few hours... I sure hope that the solution to my problem is complicated so I don't feel really dumb!I'm trying to design a database to eliminate the HOURS that my mom spends trying to format mailing labels in Word. She deals with about 50 clients at a time, and sometimes needs to print labels for just a selection of them, but not all. I'd like to design a form where she can select (using an option button or similar) the clients for whom she wants to print a label, and print them all at the same time (rather than printing one at a time, which I can handle on my own). Creating mailing labels will be the only function of the db so the info stored in it will be relatively simple.I have the Northwinds db installed, and I've found the sample Macro controlling the Where condition for the labels report. I understand how to make it work for a single selection from a combo box (ie: only print labels for customers from a specific country)I have my report set up so it shows a label for each client, pulling data directly from the main table. No troubles with formatting. **knocks on wood**My problems:1. I searched this site and found a link to the MS KB file that outlines how to print multiples of one label or skip used labels before starting to print (Q95806 - "How to Skip Used Mailing Labels and Print Duplicates"). I'd like to use this, but can't make it work.2. I can't figure out how to "link" the option button to the client name as it's listed in the form, and then tell the report to only print labels for the selected clients.I have very little coding experience but I can make some simple code work and am OK at customizing pre-written code to my own needs if it's well commented, so VB isn't entirely out as an option.I have a possible solution in mind that involves creating a query that makes a new table with only the selected clients, which is then used to make the labels report. I think I could make that work if I could just figure out how to select the clients in the first place.I apologize in advance if this has been taken care of elsewhere. I tried to find it, but had trouble coming up with the right search string!Thanks in advance,~ Mel ~p.s. I'm using Access 2000.
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Sep 14, 2014
find only some clients that has only 4 types of products, but no other type of products.
Just to put it in a much easier way to understand. If I have to find only the client that did buy only 1 or more from the 4 products. Fridge, tv, dvd player, mobile phone. But I'm not interested in the clients that also did buy for example, laptop, pc, video cameras, etc. So if the client has only one of the 4 products, I want to list them all, did they buy another type of product too, then not.
How could I create a query that will show me only those clients?
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Sep 10, 2013
I am using Access 2010. I've calculated the age of clients by creating a new field with Age: Year(Now())-Year([D O B]) but I cannot figure out how to use a parameter query to return the age of the clients between age 20 and 30, 30 and 40, 40 and 50 etc.
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Sep 21, 2014
I have a report that has multiple clients on each page. In the report, some clients have data for a specific date while others do not.
I would like to be able to Save As PDF each page to a specified folder but only if that client has data in the report. I am currently doing this in Excel, but would like to move my data and reports over to Access. My Excel VBA code is:
Sub SaveAsPDF()
Dim ws As Worksheet
For Each ws In Worksheets
If ws.Range("B66").Value <> "" And _
ws.Name <> "Notes" And _
ws.Name <> "Lookups" Then
[code]...
Which says if B66 is empty then don't Save As PDF. Is this possible to do in Access?I'm very new to Access and have never used VBA in it before.I would like to be able to create a button in a form that when I click it will run this code.
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