once again I need your help, I have no idea how to tackle the following problem. I am taking records of stock market transactions. As a final result I want to have a query which gives me for every end of the day the total value of my portfolio.
Therefore I have two tables. The first one, called tblTransactions with columns - among others - Date, Ticker, Quantity, Price does contain my transactions. The second one, called tblQuotes with columns Date, Ticker, LastPrice contains prices for each security traded for every day.
The following SQL code gives me the portfolio holdings with the respective LastPrices on an arbitrarily chosen date (03/09/07):
SELECT T.Ticker, sum(T.Qty) AS TotQty, Q.qCl AS [Last Price], (T.Qty*Q.qCl) AS [SubTotalValue]
FROM tblTransactions AS T INNER JOIN tblQuotes AS Q ON T.Ticker=Q.qTicker
WHERE T.Date<=#3/9/2007# And Q.qDate=#3/9/2007#
GROUP BY T.Ticker, Q.qCl, (T.Qty*Q.qCl)
HAVING sum(T.Qty) >0
ORDER BY T.Ticker;
This works so far. However, now I struggle with the next step. I want to have a query, which for each date (I could use the date column of tblQuotes) adds all SubTotalValues, i.e. gives me the total value of my portfolio for each day.
Could you give me please some hints on how to proceed from here? I would be very pleased if somebody could help me with that question.
I'm new to Access and would like to ask if it's possible to create a portfolio manager to track and report financial market holdings - buys, sells and current holdings. The current software managers on the market don't offer what I'd like to see so I'm looking to create my own.
My application is a series of checklists, represented each by a table. They all have a common "Job ID" which is entered by the user in the first form/table. This "Job ID" is a common value with all other tables.
What I want, is that the user doesn't have to enter the "Job ID" every in every form. I just want him to enter it once in the first menu, and then it's copied automatically to all the other tables (creating a new record in each table).
Let's say that you have a cookie jar that's to be shared with two children, let's call them Jack and Jill.
You know that to start with (t = 0), there are 100 cookies in the cookie jar
Now the strange thing about Jack and Jill is that they start eating cookies on different days and that their cookie appetite depends on the number of cookies in the jar when they start, Specifically
Jack has an appetite of 10% of the total cookie jar and he starts eating on day one.
Jill eats after Jack and she has an appetite of 5% of the jar.
So what this would look like is:
Day 0 - Cookie Jar has 100 cookies Day 1 - Jack eats, Cookie Jar has 100 - 100(10%) = 90 cookies Day 2 - Jill eats, Cookie Jar has 90 - 90(5%) = 85.5
Problem:
1. Given that I have a table containing the starting number of cookies e.g.:
CookieTable Startingcookies 100
2. Given that I have a table containing a record for Jack and a record for Jill, each with two fields: Eating Start date, Appetite % e.g.:
I have been struggling with understanding Queries related to Time Series. I find it difficult to get the right answer or understanding how to ask the right question Access style.
Table below is a sample data/table example for my question. The intent is to build a query that will return the latest date for each unique/Distinct name. I have Time Series Table that I haven't been able to do this, it doesn't return with Distinct Name. I Also have included a sample database.
TABLE Name Date_1 Distance ------- --------- ----------- A 1/1/2014 10 B 1/3/2014 5 C 2/1/2014 10 A 1/3/2014 16 A 2/5/2014 3 B 5/1/2014 5 C 6/2/2014 6 C 7/1/2014 7
ANSWER SHOULD BE. Name Date_1 Distance ------- --------- ----------- A 2/5/2014 3 B 5/1/2014 5 C 7/1/2014 7
I am in need of your vast array of knowledge and experience. I have been fighting with this Access report for a few days now, and I've finally decided to ask for your help.
I am running a report which provides a look at a set of 12 survey results. The 12 items are numerical in nature and are decimals with 2 decimal places. What I am trying to do is have Access automatically highlight the top 3 scores in one color, and the bottom 3 scores in another color.
So what I need is an expression that allows Access to discern the top 3 and bottom 3 from the series of 12 scores. in Excel you can identify the top score with this with the formula "Max(A1:A13)", but seeing as in Access we don't have the cell identifiers, this approach will not work.
I know that I will need to use conditional formatting in order to get the cells to highlight. I also see that there is "Max" and "Min" functions in Access as well, and I attempted to create and expression like this "=Max([field 1] AND [field 2] AND [field 3] AND, etc...)" with no luck. I also tried changing the "AND" to "OR", again without luck.
One thing that I should mention is that the report does contain a lot of other data, so I need to be able to apply whatever the best fix is, to only those 12 fields.
Unfortunately I am not accustomed to using code, and as a result I am unsure of how to input it properly. I am certainly open to code solutions, but I would also need a explanation of how to put it in properly.
The easiest solution for me, if possible, would be an expression that I can enter into the conditional formatting wizard to tell it to highlight the values.
If anyone has any ideas, I would appreciate it. I'll buy you a virtual beer :-)
I have a travel time database that should tally the number of minutes traveled and convert them into a time (hours and minutes). I, however, am having difficulty converting the numeric values cleanly. Is there anyway to convert 102 minutes + 100 minutes + 110 minutes = 312 minutes to 5 hours and 12 minutes cleanly? I need to take averages of time traveled and hours worked but cannot do this correctly. Thank you for any help in advance.:eek:
I think my subject heading explains it. How would you add or subtract two short time formatted values and produce a short time value? Also, how would you change a short time value into number minutes. (i.e. 5:30 into 330) Thanks!
I have a form that has two text fields "Time From" and "Time To".
I can get the current time to show up with either =Date() or = Time(). Althought when I use Date() the time shows up correctly in the field until I click on the field to edit it and then it shows the Date instead of the time until I tab out o the field. But I want the user to be able to pick another time without having to type it in. Kind of like a list box but with a scroll that with either increase or decrease the time.
Also I am trying to get the "Time To" field to be 30 minute higher than the "Time From"
I have tried different things like DateAdd("n", 30, [TimeFrom]) and although it does add 30 minutes when I click in the field it shows the Date and time (3/6/2006 12:30:00 AM) and not just the Medium Time (12:30 AM) even though I have the Conrol and the table field formated to Medium Time.
I have two records for a list of employees: start date and end date. I want to create a query for the top 5 employees who have been employed the longest (and are still currently employed, so end date should not exist for the top 5). How should I go about this using a top values property? thanks.
I have a table with one primary key (ClientID) which is an autonumber (cannot be duplicated), and another field which is a number field which is set to a random 6 digits (also cannot be duplicated) whenever a new client record is created.
Now, the main database is on a desktop, and my partner and i are connected to this main database through our laptops whenever we're in the office. For the last 6 months, I had only the ClientID in the form (from the Client Table), and everything would work fine whenever we created a new record in the Form, even if we created a new record at the same time on our personal laptops, the numbers would automatically be increased by one w/ no error.
I just added the other field now, the regular 6 digit random number field, and sometimes (only sometimes) when we both have a different client and start a new record, we get error messages that says we're creating duplicates. When that error message comes up, one of us has to close down the form completely, and reopen and start a new record again. Not sure why this is happening. Here is the error message.
Hi all, was wondering if there was a simple way out there, or if someone could give me some ideas on how to use an admin function to either approve or deny a users time and tasks... this wouldnt neccesarily have to a be a daily function... but i would like to have this done before the end of a pay period(2 weeks). i feel like this could be as simple as using a check box to show approval, but i wouldnt know how to have the users submission go into a place where the admin could view to approve or deny.. has anyone seen something like this done before? thanks in advance
I need a query run that brings up a list of customers that need maintence after 6 months after their last maintence service. As soon as you open the DB, the event/query runs and if there are any customers past due to display them. And if there are none, to not even show the query at all.
I have very little experience with timers and if/then statements and don't know how to set this up.
Any help would be greatly appreciated. Thanks in advance.
I have created a report using a query. Further to this, I have added some fields from the query into the report which calculates the sum of records and the count of records.
My problem here is, using the chart wizard, I am only able to select the fields existing in a 'Table' or a 'Query'.
Can anywone help me to create a Bar chart / Pie chart using the fields in the report? :confused:
I'm relatively new to Access programming, so I am mostly at a loss as to what methods, whether by query or VBA code, to do this. I am building a patient log for medical interns, so that the individual entries would include information of an individual visit to a patient. Part of this would include a function where I could, at one click, create a new record for the specific patient with fields such as patient ID, name, etc already filled in, with the values coming from the record that was open at the time, a sort of "dynamic default" value. I still want to be able to create blank records with the default ">*" button at the bottom of the form, so ideally this would be a new function. Would this be a relatively straightforward task, and if so, could someone give me some basic pointers to it? I'm in the process of reading some VBA self-help books, but have yet to figure it out. I have some experience in C++, so if I were to take the VBA approach, all I would need are the variable names and how to call/access them, and I should be able to knock together a working draft that way. Thanks in advance to all.
I am trying to do has to be done in a table and without the use of forms (becasue its what works for us) in Access 2007. I have a table where my staff records a number of different data fields for accounts. I currently have a 3 table relationship established. One of these table is our "Notes" table. My staff enters continuous notes for different accounts as new information come in.
What I have done is set my "date" field's default value to "now()" which accomplishes the time-stamp I need, but at the same time as soon as they type anything in another field in that row Access creates another row which is unwanted. follow up how can I go about also having a field that auto fills w/ the user's name/ID?
I have built an Access DB containing 3 tables: dimensions, time, companies. The tables are not linked and are to be used to look up values for the new form. The goal is to create an Access form that would allow the user to select distinct values from all 3 tables, enter some own data and then execute an append query to add the record to the main table.
Something like this:
Initially I have 3 tables:
Prepopulated Dimensions table with fields: dimension ....
Prepopulated Time table with fields: Date Day Month Year
Prepopulated Companies table with fields: Company ....
My form is to be able to select distinct values (combobox) from all three fields: Company Dimension Day Month Year Value (data entered by user)
The record then is appended to the Main table containing: Company Dimension Day Month Year Value (data entered by user)
I have a table that deals with current data (as in member rentals of items). The normalized tables that we have been given include a rental history table. The idea is that, when the member has returned the product a history entry is made in the completed rental table.
I wish to have a button which is clicked to triggers this event. Would I program a macro to do this? In other words, would I create an event that passes those values to the relevant fields in the other table (Name, date issued, return date etc)?
Have a form that contains fields AssociatedProject, AssociatedRelease and then the user hits a button to create a new record and a new form opens to display this newly created record which sets the fields and also sets a field called Type. There is no issue with setting the field values and the new record is created. However, when the form opens to display the record it displays another record instead (usually the one before it). I think it could be related to the fact that the db resides on a shared drive which periodically has slow connectivity. However, I'm looking for a solution, perhaps modifying the code?
Here's the code:
Private Sub Command17_Click() Dim strSQL As String Dim db As DAO.Database Dim rs As DAO.Recordset Dim ctl As Control Dim varItem As Variant On Error GoTo Err_Command17_Click Set db = CurrentDb() Set rs = db.OpenRecordset("Tbl_Main", dbOpenDynaset, dbAppendOnly)
I'm trying to create a record for a table that has 2 attributes:
ContainsTracks +album +tracks
I have my main form, where the album is determined by a TextBox. My subform has a textbox that lists the tracks (in datasheet view). I have this set up and working fine.At the moment if I try to add a new record by typing a new entry into the subform I get the error: "Index or primary key can not contain a null value". This is because both album and tracks make the composite primary key of ContainsTracks.
My question is, how can I tell the subform to grab the value from TextBox1 in the main form as the +album when I create a new record.I have provided two screenshot that perhaps explain my predicament a bit better
I am using an existing database which allows my company to track claims information. One report my supervisor has asked for is a table which shows the counts of each kind of event occurring at a district level by department. For example, the classifications are injury classes like FSA, so I need to design a report which says facility a has 3 fsa's in the Wireline department in a table format. I have been looking into union queries as suggested by other sites but nothing seems to work. My labels are District, Analysis Code and Department.
I have a rental database and I print several contacts for leases etc. what I want to do is have a unique reference number or something inserted to the report every time that it's printed. What I am trying to achieve is to keep track of which tenant corresponds to the report (Lease) printed by using reference number.
There is a seperate form which holds the tenants details and I would like to have a field on that form which would show the same reference number as the report so I can track which report was printed for who.
Need some ideas on how to detect if Time Now is beteen preset values.
It is in connection with a Machine Monitor system being I am probably going to be asked to develop.
Problem is night shift. They work normally 20:45 to 06:45 following morning
I will be accumulating elapsed minutes of shift and working minutes by running an On Timer event updating both values by 1 each minute providing certain criteria are met.
One of the criteria will be that machine is supposed to be working.
So I was planning to set a flag indicating Working Yes or No based on the Time Now being between start and end times.
This is fine for normal day working and normal day shifts but is a problem with Night Shift.
I have a report that adds time for as many as six people. This isssue is when the time goes over 24 hours in total it drops the hours. The field(s) is formated in "short time" format.
