Consolidating Records
May 24, 2006
I have a table that contains specific customer transaction data. In this table there are the following fields:
Document
Vendor
Vendor Name
Units
Value
There are instances in which multiple records could exist for one document number. Such as:
Document-----Vendor-------Vendor Name------Units------Value--------
12345678------AAAA--------ABC Co.-------100------200.00
12345678------BBBB---------BBC Co.--------25-------50.00
12345678------CCCC----------CCC Co.--------10-------20.00
What I am attempting to do is, sum the units & value fields and report the data on one line with the vendor record with the > unit count. So, for the example above, the data returned would be:
Document-----Vendor-------Vendor Name------Units------Value--------
12345678------AAAA--------ABC Co.-------135------270.00
Can this be performed in one single query vs multiple queries. If so, any guidance would be welcomed.
Thx
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Jan 31, 2014
I have a table with the following
Code:
fname,lname,location1,location2
-------------------------------
john, doe, dublin, null
john, doe, null, galway
and i wish to consolidate it to show like
Code:
fname,lname,location1,location2
-------------------------------
john, doe, dublin, galway.
I could do it by creating a new table, then merging, but its cumbersome.
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Nov 29, 2012
In Access 2010, I have a table with two fields. The first field (Investor Name) contains several occurrences of the same text (i.e. Investor A occurs 2 times, Investor B occurs 3 times, etc.). The second field (Investment) may or may not contain duplicates (i.e. more than one Investor may have invested in the same Investment). I'm trying to create a query that will show me, in one record, all the Investments that each Investor has made.
So for the following data...
Investor Name
Investment
Investor A
Investment 1
Investor A
Investment 2
Investor B
Investment 1
Investor B
Investment 3
Investor B
Investment 4
I want the query to report back the following...
Investor Name
1st Investment
2nd Investment
3rd Investment
Investor A
Investment 1
Investment 2
Investor B
Investment 1
Investment 3
Investment 4
To clarify further, I'm NOT looking to concatenate the results into one field. Instead, I want each Investment to appear in its own field, so that I can pull each one into a report later. Ideally, there should be no limit to the number of Investments that each Investor has made, although practically speaking, it likely won't exceed 10 or so.
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Aug 20, 2007
hi,
I have a database that includes 5 uploads of GL data - once in access I want to consolidate these into one table in order to query. All headings are the same (the reason for the five uploads is restricted amount of lines that can be downloaded in Excel).
Can anyone tell me how i do this?
rgds
jim
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Nov 9, 2007
I have a table where there are one person can have multiple records. I
would like to consolidate the each clients records to one field with
an additional field showing the total of all the clients invoices. Is
that possible?
Sample:
Invoice# Client invoice_amt
12345 X $5
45767 X $8
89787 X $6
My desired result
Client invoice_total
X $19
Is this possible?
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Dec 17, 2006
I couldn't find a similar question already answered, so here it goes. I have multiple tables used to store information on different research materials:
table Books:
- BookID
- Author
- Title
- Year
- Cabinet
table Papers:
- PaperId
- Author
- Title
- Year
- Cabinet
table Catalog:
- CatalogID
- Author
- Title
- Year
- Cabinet
And I have a query for each of those tables that helps me find information. What I'm trying to do is to consolidate the result of those individual queries into one single query that later I can insert into a form to display a search result.
So the resulting query would look like:
Type.....ID....Author.....Title....Year....Cabinet
Book.....001...John.....Good book....2005....C01
Book....002.....Mary....Other book...2006...C01
Paper....001....Albert...PaperABC....1987....C01
Paper...002....John.....PaperXYZ.....2006....C02
Catalog...001...Mark....Cat00A....1989.....C02
Catalog...002...Bill......Cat00B.....2004.....C03
etc.
Is this possible?
Any help is appreciated!
Thanks.
Daniel
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Jun 11, 2013
I've got a table which lists accounts with an associated charge. If the account has multiple charges, then the account appears multiple times, for each charge. I'd like to consolidate the duplicates without losing each charge that is associated with the account.
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Apr 8, 2014
I have a database with customers/orders etc. I need to create a form or something which will show if a duplicate customer is entered. I know about the duplicate records query wizard, but I also need an easy way to consolidate and delete records. When a duplicate customer is found, move the customers order/s [OrderNumber] to the existing customer and delete the new/latest customer record.
Customers are in tblCustomers, their orders are in tblCustomerOrders, [CustomerNumber] is the joining field.
I was thinking of just a date/time field for [DateCustomerEntered] with default value Now to keep track of the later customers?
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May 30, 2014
What I have is a database setup with multiple tables in which different areas of my DC can input information simultaneously into their respective tables. I then have another database linked to it for myself to have a live view of each updated record. I would like to see all the records of each table in 1 single table (possibly just sorted ascending by time). Each table has the same Field headings but may have different qtys of records. As I will then have it linked to an Excel table to VLOOKUP from it.
I have tried Union coding but always get Syntax Error etc.
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Jun 15, 2013
In an Access 2010 form is it possible to export select records and fields in those records to a specific location?
Code:
Set objDialog = Application.FileDialog(4)
With objDialog
.AllowMultiSelect = False
.Title = "Please select a File"
.InitialFilename = "C:"
.Show
If .SelectedItems.Count = 0 Then
MsgBox ("Action Cancelled")
Else
[code]....
The user can select the directory using the code above, but can specific fields in records be exported to a excel workbook in that selected directory?For example, if the are 5 records in the database can the fields LastName,FirstName,BirthDate in records 1,2,3 be exported to Setup.xlsx in that selected directory?
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Nov 21, 2012
I have a table (tbl Team Info) which contains names and codes for teams within my business (>400 records) and another table (tbl Process) which contains a list of high level tasks (30 records).
I need to create something where for each team name 9in tbl Team Info) I can map them to the tasks that they undertake (in tbl Process) and assign a percentage of time then spend on each task. Each team could map to several different tasks.
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May 29, 2014
In my simple database (attached), I need to mass duplicate Tasks and their Notes.
I have three tables: tbTasks (PK: Task_ID), tbNotes (PK: Note_ID), jtbTaskNotes (FKs: Task_ID and Note_ID). jtbTaskNotes is my many-to-many junction table that ties Tasks to Notes.
The main form (fmTasks), bound to tbTasks, has a subform (sbfm_TaskNotes) that displays notes associated with each Task. On themain form,you select which Tasks you want duplicated via a checkbox. The append query (quCopyTasks) will duplicate all tasks that have the checkbox checked. All good there. However, I can't figure out how to also duplicate each task's Notes.
I found Allen Browne's solution [URL] ....., but that only handles duplication of one record at a time, whereas I need to duplicate many records at a time (sometimes 10+ records). How do I go about duplicating multiple Tasks and their associated Notes?
Before you ask "why are you duplicating records?": There are times when tasks need to be re-accomplished and therefore need to have a new record. It's easier to duplicate records than it is to hand-jam everything again.
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Jun 27, 2013
I am trying to get the records on start and end date, still showing error no records found.
My code is like this:
Private Sub Command90_Click()
Dim db As DAO.Database
Dim rst As DAO.Recordset
Dim strReport As String
Const strcJetDate = "#dd/MM/yyyy#"
[code]...
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Mar 22, 2013
One shows my form with the Transporters Subform with 3 entries, and 1 entry.The three line items that say "Transporter" are in one subform. I used this code
Code:
Private Sub Form_Current()
If Me.RecordsetClone.RecordCount >= 3 Then
Me.AllowAdditions = False
End If
End Sub
to limit the number of records I can add to 3 or less.My issue is that I lost the blank text box that allows you to add another record. So, if I only have one Transporter listed, there's no box to let me add a second or third.I have the following properties for the Transporters Subform set to "Yes":
Data Entry
Allow Additions
Allow Deletions
Allow Edits
Allow Filters
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Nov 16, 2004
I have built a qry that initially shows the correct information. For example.
tblContent has 289 records with a Type = Class.
I built a Query to select from tblContent Type = Class and I get 289 records. I add additional criteria of Progress <>"Not Scheduled", I then get 206 records. I then add additional criteria Last Name <>"Demo" And <>"Care" And <>"Support". This brings up 200 records, but the query appears to duplicate each record 3 times. I do not have 3 of the same types of records.
The SQL Statement is below
SELECT tblProfile.LoginName, tblProfile.FirstName, tblProfile.LastName, tblProfile.Organization, tblProfile.CostCenter, tblContent.Title, tblContent.Type, tblContent.Code, tblContent.[Date Assigned], tblContent.[Date Started], tblContent.[Last Accessed], tblContent.Progress, tblContent.[Date Completed]
FROM tblProfile INNER JOIN tblContent ON tblProfile.LoginName = tblContent.LoginName
WHERE (((tblProfile.LastName)<>"Demo" And (tblProfile.LastName)<>"Care" And (tblProfile.LastName)<>"Support") AND ((tblContent.Type)="Class") AND ((tblContent.Progress)<>"Not Scheduled"));
The qry is named qryPhysical Class. I have provided the link to view the database. Can you help me?
http://briefcase.yahoo.com/turnerbkgabrobins
Thank you in advance for your assistance.
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Jan 12, 2014
All seemed to be working well, however, I noticed that all my subtable records in the database are exporting with each Primary table record. In my output, I'm looking to see each primary table record followed by one or more subtable records from a one to many relationship.
(Office 2010) Access/Word
Private Sub cmdPrint1_Click()
Dim objWord As Word.Application
Dim docm As Word.Document
Dim db As DAO.Database
Dim rstLandSales As DAO.Recordset
[Code] ......
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Feb 7, 2014
I have a table InvPrice and Updated Pricing
Need to delete all records from InvPrice that Match UpdatedPricing
InvPrice.StockCode = UpdatedPricing.StockCode
InvPrice.PriceCode = UpdatedPricing.StockCode
I have tried something like this...
Dim dbs As DAO.Database, sql As String, rCount As Integer
Set dbs = CurrentDb
sql = "DELETE * dbo_InvPrice Inner Join (dbo_InvPrice Inner Join UpdatedPricing on dbo_InvPrice.StockCode = UpdatedPricing.StockCode ) ON on dbo_INvPrice.PriceCode = UpdatedPricing.PriceCode "
dbs.Execute sql, dbFailOnError
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Dec 12, 2014
I have a form which needs update ever month. When the form is opened, the end user can see the old records and data, and also a new record is added for any new data. I want to protect the old saved data and the user can only add, edit, or delete the new data in the newly added record. The problem is once a user adds the new data and moves to another record or another form, then he/she cannot edit or change the new data in case if there is any mistake or need to change something after couple of minutes.
I changed the Form Data Properties "Allow Additions", "Allow Edits", and "Allow Deletions" many different times and situations to solve this problem but with no success. I tried the following with NO success too: One of the Fields of the Record is (Month). In the Data Properties, I set a Default Value for this field as(December 2014) for instance. I set the Data Properties "Allow Additions", "Allow Edits", and "Allow Deletions" to (Yes). Then I put the following code in the Form's Current Event:
Private Sub Form_Current()
If Me.month.Value = "December 2014" Then
Me.AllowAdditions = True
Me.AllowEdits = True
Me.AllowDeletions = True
[Code] ....
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Oct 31, 2007
Hi,
I was wondering if anyone would be kind enough to help me out on this problem I have.
I have a table:
---------------------------------
Source | LinkedTo
---------------------------------
A1 B2
B2 C1
B2 C2
C1 D1
C2 D2
C2 D3
B2 D4
A1 D5
Another table:
-------------------------------
Item | Load
---------------------------------
D1 2
D2 4
D3 6
D4 8
D5 10
So looking at the tables,
C1 = 2
C2 = 4+6 = 10
B2 = C1 + C2 + D4 = 20
A1 = 20 + 10 = 30
Here, there are 4 levels that I have to go into to get the grand total. If I did not know how many levels there were, how would I be able to do this through code? through queries if possible??
If anyone could help, that would be great! Thank you in advance.
Bear
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Mar 19, 2007
I want to find duplicate records based on FirstName and LastName and delete the duplicate. Also, I want to delete any records which have a blank FirstName and LastName.
How can I do this?
Thanks,
Dave
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Jul 28, 2005
I have form setup with two cascading combo boxes (facility and date) to select a record (other navigation, including mousewheel, is disabled). There is a button to open another form which allows addition/deletion of records by facility and date. When this form is closed, the combo boxes update accordingly on the initial form. However, if I select a new record whose facility/date I have just entered, it seemingly shows the wrong values for several of the other fields. If I check the corresponding table, the values are actually at default, though, and when I reopen the form they have reverted to default. Any ideas on how to solve this? I'm tempted to simply have the first form close and reopen when the second is closed, but couldn't figure out the syntax to close a form with a button on a different form. Let me know if there's any more information I need to provide. Thanks for any suggestions.
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Nov 26, 2005
I have a mainform with 4 fields which are marked with 4 primary keys: soldtoId, shiptoID, PlantId and formulaID. PlantID is a long integer number field and the other 3 are text fields. there is no default values.
I have a subform1 that is linked by PlantID and FormulaID. These 2 field names are in the linked child fields.
I had a handful of records established already. Today, i added a command in the after update section of the PlantID field in mainform by adding Me.Refresh.
So when i change the plantID in the mainform, the subform gathers different plantID and formulaID data automatically. works nicely.
Here is the rub. I next tried adding NEW records to the mainform. that's the one with 4 primary fields.
i enter soldtoID and shiptoID fine. they have no refresh need. however, after the enter a PlantID, the me.refresh kicks in before i can get the the formulaID field. i get a debug error. something about a NULL. which i suspect is the formulaID that i didn't get a chance to enter to. FYI, later, i want to put a refresh on formulaID too.
so how can i make some kind of Refresh work for both New and existing records??
penwood
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Dec 16, 2013
I have a user login code am using for users to login and only access their records in a subform according to their user ID and access level (user or admin). On the main form I have a user name field, the password field and two other fields: one to hold userID and the other to hold access level.
I also want if the person logged in has "Admin" access level the subform should return records from all users. For now what is happening is that even when I assign myself with "Admin" access level, the subform is not returning all records from other users, but my own records only. The original demo where I found the code worked well but I cannot find it and I am totally lost on this.
Here is the code I have so far:
Code:
Private Sub cmdLogin_Click()
Me.Hold_User_ID = Nz(DLookup("User_ID", "T_Users", "Username='" & Me.UserName & "' and pword='" & Me.PWD & "'"), -1)
' check to see if we have a good login
If Me.Hold_User_ID = -1 Then
MsgBox "Invalid username or password."
[code]...
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Apr 22, 2013
I have a database with a table with company names, then a relationship to another table that shows that companies' address, but I also want there to be an address 2 and 3 and so on, and some of our companies have multiple sites.So what Im asking is how would you be able to show multiple data, on a sing record.
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Jan 27, 2014
I'm not sure what I did, but when I enter data into a form, say it's record 10 and I click record 11 to start a new record. I can then go back to record 10, and it's still has the data I entered in the form. As you know this part is normal.
The problem is when I save and close the form and reopen it, record 10 now has the data from record 9, and the data I had entered for record 10 is moved to record 1, which is in front of my other records. It continues to do this, and I am now at record 4, which should be record 14 and I do not understand why it's doing this. At first I thought it was deleting my new records until I found them in the front of my already created records.
I could just leave it, since all my records are still there, but it's frustrating expecting your last record you enter to be at the end, instead to find it somewhere else.
I'm still learning, so I hope it is just a setting or entry I need to change.
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May 30, 2013
I currently have a database that I had to copy over each field from another databse to create the one i have now. When i copy the records from one field over it appears they all move up three spaces for some reason is there a equation i can enter to make them all move down three records in the table?
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