Dealing With Historical Data On A Form?

Feb 26, 2014

I have a database with student information that contains tables about their dissertation and graduation information. There is a field "academic year" noting their graduation year. I have a form for data entry that my data entry person likes to use in datasheet view. The form is based on a query that contains only current academic year records. When a new academic year arrives, I plan to create a new query for the form to feed from. i.e., "hiding" past academic year records on the form in datasheet view.

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Historical Vs Current Data

Mar 6, 2007

Could someone point me in the right direction on how to statically store current pricing for a product in an invoice database, whereby future price changes would not change pricing on past/previously created invoices...?

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Dealing With Data Changes

Feb 4, 2007

What would be the best way to store data in a database that could change but without effecting previous linked records?

Let me try & explain a little better.

I have a table that lists materials with the cost price & sell price of each item

When I use that info to create a record I will only store the id no that the material is related to then link the cost fields to display the prices without storing the data again.

The problem I face is that in the future if any of the costs are changed in the main table then all linked records will also show the new amounts.

what's the best way around this?

Do I simply store the actual costs in the records when they are created allowing only the current costs to be used ?

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Dealing With Data

Apr 13, 2007

I want the program to input an entry for every item with a value ranging from 1-300, according to sales data, according to the associated style.


I have to sort large amounts of Data and format them into a way I can deal with it.

I get two inventory lists twice a week from 16 stores.
I sort this data in two ways.

I do this by comparing an inventory list to a list of 300 of the best selling styles.

Currently, I input one list of inventory data in excel and then organize the items manually and respectively to sales data list in columns. Top 25 styles, 50, 100, 200, 300.

When I am finished, I have a certain amount of items in the top 25 styles, a certain amount in top 50, and so on. I color code the columns and write down the quantities and percentage of each category in the list..


if this is still confusing:


I have two tables.
one has the style numbers of which several items are in the category of a style number.

and one is the list I want to sort the previous list by. It has 300 styles that sold the best. they are rated from 1 to 300.

I want to organize all my items in each list by the 300 style list.

I have to do this twice a week, for 16 stores, for two separate reports.
ongoing basis.


is there a way of having the program do the numbers for me?
I am entering the data in excel physically . Is it possible to do this another way?


I am trying to sort the sales data sheet INTO the columns I have set up AND according to the styles that each piece of data has in common.

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Reports :: Connecting Historical Data

Nov 2, 2014

I have the following tables

1. t_Employee. It consists of the following fields:
EmployeeID
Name
Job Title
Contract Start Date
Contract End Date

2. t_Login. It has the ff fields:
UserID
UserName
Password

3. t_AuditTrail w/ the ff fields (this will used for historical data for Job title, Contract Start Date, Contract End Date, etc.):
AuditTrailID
TableID (in this case t_Employee)
FieldName (JobTitle)
RecordID (EmployeeID)
OldValue
NewValue
ChangeDate (date edited)
ChangeBy (UserName)

I've already set up t_AuditTrail by putting several (& separate) After Update Data Macros.

Now, I have a form for t_Employee. It has a button that would open a report. This report contains the Job Title history of an employee.

The report is based on a query w/ the ff SQL:

Code:
SELECT t_AuditTrail.atTableID, t_AuditTrail.atFieldName, t_AuditTrail.atRecordID, t_AuditTrail.atOldValue, t_AuditTrail.atNewValue
FROM t_AuditTrail
WHERE (((t_AuditTrail.atTableID)="t_Employee") AND ((t_AuditTrail.atFieldName)="eJobTitleID"));

So the report only shows historical data for Job Title. Which means that Job Title from t_AuditTrail is not related to Contract Start Date or Contract End Date.

Problem(s)/Question(s):I want my report to show the Job Title History and the corresponding contract start date and contract end date (not the date a record was edited). When an employee changes a job title, his/her contract dates change.However, when i start to make a report based on quesries q_AuditTrail_JobTitle and q_AuditTrail_ContractStartDate and q_AuditTrail_ContractEndDate, Access tells me that they are not connected so it cannot make a report. How do I go about this? How do I let user see the Job Title relative to its contract start and end dates?

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Using Date Table To Track Historical Data

Dec 26, 2007

I am re-designing a database for 2008 and trying to eliminate my Make Table Queries as I have found them to be somewhat consistant over the last year, particularily when the users do not open the database on a given date. It seems there should be a simple way to accomplish what I want but I am struggling and need some assistance.

I have attached a sample of a few tables from my database, Open Cases, Closed Cases, and Date Today. The Open and Closed tables change daily due to a Corporate download and contain several date fields which have different meanings. As new cases are opened, they go on the open table, and as an open case is closed, it moves to the closed table. The tbl_Date Today is pre-populated with dates of working days only. I have a query called "Count Of Shelf Comb" that counts the number of open cases as of today, which in truth is for all activity through the previous business day. What I want is to have a query that will show each date on the tbl_date today as well has what the total count of open cases was for that date......a permanent history of the amounts.

How can I accomplish this without using a "Make Table Query".

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Tables :: Most Efficient Way To Store Historical Data

Mar 11, 2013

I'm thinking of 2 different ways, but not sure how Access will handle them.

1) A table that maintains the start and stop date of the relationship (i.e. employee has a job title from a start date to an end date).

This is the ideal, but I'm concerned about the number of records. The database will store 3,000 employees and I'd estimate around 2000 changes a month can occur to the employee data (transfers, hires, promotions, terminations and all cascading changes on dependent information).

2) A different database for each month/year. (i.e. Employees_March2013, Employees_April2013)

I don't have concerns about the number of records, but I'm not sure how the front-end will work with multiple back-end databases. Is there an easy way to setup a form to choose which "effective date" of employee information you'd like to choose and have it link to the correct back-end at that point before running a query/report?

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Queries :: How To Set Up Trimester Query Instead Of Quarter For Historical Data

Nov 12, 2013

How to set up a trimester query instead of a quarter? DO I need to do it in VBA or can I do it as a criteria?

I am trying to query historical data into previous year trimesters. Jan-Apr, May-Aug, and Sept-Dec.

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Data Protection Vs Historical Data Help!!!

Jan 2, 2007

I need help

I created a tblcustomer/ tbljobs database for a charitable handyman service to record customer's details their multiple jobs and handyman. This worked fine until new reporting system was requested. and data protection issues were raised.

In order to differentiate between current active customers and old inactive customers in the database I used to flag in/active customers and this was okay.

Now I have been asked to remove personal identifying information from old customer records but still allow the customer id,sex,age,joindate,local authority and job types,dates,handyman,timetaken etc. to be analysed for regular reports.

I am wondering about using a history table updated by query that would keep all non identifiable active and inactive customer/job records used for reports seperate from the customer table used by the receptionist to book jobs and find customer info.

I could then use the history table to create reports on service use etc.

Can anybody tell me how to set this up. I have tried several ways but run into trouble when a deceased client is deleted from the active customer table I cannot get the history table to hold on to the info.

Paul the handyman

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Dealing With Internet Explorer Via A Form

Aug 3, 2006

Hello...

I created a button that opens a link to a URL and copies information from a record to the clipboard to paste on this webpage.
The users are not using it correctly (they need to close the page each time they need to do the next record).

what i want to do is to close ALL IExplore windows via access if there are any open then open the URL again. Sounds pointless but we have to close it because of security.

Thanks.

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Help W/table Structure - Keep Historical Data - "Revisions" On Many-side Tables

Jun 1, 2005

Hope the thread title wasn't too confusing.

I have a database that tracks emissions from painting. Bear with me since this is going to be a long post.
:o

Some background info.
- a paint can consists of many parts mixed in a specific ratio.
- a part cosists of many chemicals
- a part may be used is many different paints

Here is how I have the existing database structured now. I’ve simplified it somewhat.

tblPaint
PaintID (PK)
PaintName - String
PaintDensity - Double
PaintVOCContent - Double

tblPart
PartID (PK)
PartName - String
PartDensity - Double
PartVOCContent - Double

tblRatio
RatioID (PK)
PaintID (FK)
PartID (FK)
Ratio - Integer

tblChemicalWt
ChemicalWtID (PK)
PartID (FK)
ChemicalID (FK)
WeightPercent - Double (Percent)

tblChemical
ChemicalID (PK)
strChemicalNumber - Long
strChemicalName - String

tblUsage
UsageID (PK)
PaintID (FK)
UsageDate - Date
UsageAmount - Double

PK = Primary Key (Autonumber)
FK = Foreign Key (Autonumber)

The Density or VOC Content (VOC = Volatile Organic Compound) for a paint can either be given OR it can be calculated by the mix ratio of parts and their respective Density or VOC Content values. One or the other must be complete.

What I did not account for was that there may be changes due to the paint manufacturer revising their paint composition, such as;
the parts that make up a paint may change
chemical make-up of a part changes (can be a change in Weight Percentages or the addition or deletion of a chemical).
ratio in which parts are mixed for a paint changes
Density/VOC Content values may change for a Paint or Part

The problem is that I cannot simply change the existing records as the emissions are calculated using all the data from each table and emissions need to be calculated using the paint/part/ratio/chemical weight percent info that was valid at the time of usage.

Another thing is that the Paint Name will not change, it’ll always be something like “BrandX Acrylic Blue”.

The person entering usage data only knows how much of what paint was used for a given day.

The person who enters paint usage has nothing to with entering the chemical make-up for parts and information for the paints and vice versa.

At any rate, my new draft table design is as follows. Two of the tables (tblChemical & tblUsage) will remain the same.

tblPaint
PaintID (PK)
PaintName - String

tblPaintVersion
PaintVersionID (PK)
PaintID (FK)
PaintDensity - Double
PaintVOCContent - Double
PaintVersionDateIN - Date
PaintVersionDateOUT - Date

tblPart
PartID (PK)
PartName - String

tblPartVersion
PartVersionID (PK)
PartID (FK)
PartDensity - Double
PartVOCContent - Double
PartVersionDateIN - Date
PartVersionDateOUT - Date

tblChemicalWt
ChemicalWtID (PK)
PartVersionID (FK)
ChemicalID (FK)
WeightPercent - Double (Percent)

I might be able to do away with tblRatioVersion and just have one table to store the mix ratios. It should be the case that a change in mix ratios (either a change in mix ratios and/or what parts make up a paint) means a change in the Paint Density & VOC Content. But I am presenting both versions of the Ratio tables here for completeness.

Version 1
tblRatioVersion
RatioVersionID (PK)
PaintVersionID (FK)
RatioVersionDateIN - Date
RatioVersionDateOUT - Date

tblRatio
RatioID (PK)
RatioVersionID (FK)
PartVersionID (FK)
Ratio - Integer

Version 2
tblRatio
RatioID (PK)
PaintVersionID (FK)
PartVersionID (FK)
RatioVersionDateIN - Date
RatioVersionDateOUT - Date
Ratio - Integer

I plan on having the DateOUT fields be populated automatically to match the DateIN for the new version. That way I can use “BETWEEN DateIN and DateOUT” to select the appropriate info for calculating emissions. The idea came from an old thread I started (http://www.access-programmers.co.uk/forums/showthread.php?t=31677&highlight=historical+data). I think this is the way to go, but with all the relationships going on, I'm having a hard time wrapping my head around it all. Am hoping someone here can help me with this.

Anyone see any problems with the new table design?
Anyone know a better way?
:confused:

Some potential issues that I see
If only the Density/VOC Content changes for a Paint, then the old set of records in tblRatio must be duplicated.
If only the Density/VOC Content changes for a Part, then the old set of records in tblRatio & tblChemicalWt must be duplicated.

Thanks for reading this post all the way to the end!
:D

EDIT: Thought about it some more.
A new version of a Part, should trigger a new version of Mix Ratios which in turn should trigger a new version of a paint.
Part --> Ratio --> Paint
Ratio --> Paint

Also, a change in a Part must trigger a New Paint version for ALL Paints that currently use it!
:eek:

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Saving Historical Copies Of DB

Sep 14, 2006

Hiya,

I realise this could well go against almost every DB rule in the book, but figured I would ask it anyway!

I have a database, which pulls all it's data from other databases - some in SQL, some in Oracle, and some from other Access DBs.

It then combines it all, performs dozens of queries on it, and allows me to produce necessary reports on it - all fine.

I have been asked to make it save historical copies of all the data it uses. The reason for this is the Financial Services Authority, who insist that the checks we are doing on this data is all stored, so that if an auditor arrives tomorrow, and asks me to prove the data from 3 months ago was processed correctly, I have to be able to come up with that 3 month old data.

I thought the easiest thing to do would be to use a series of make-table queries to move all the tables data to an external database, which can then be archived.

Does anyone have a way of allowing me to save the entire database, as at NOW - to another database?
I would need to make all the tables LOCAL, rather than linked?

Thanks! (and sorry for the unnecessarily long post!)

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Historical Table And Query

Oct 14, 2005

I am a basically a beginner with access so please bear with me.

I have set up a database that measures productivity results for a call center. I am measuring the data by person, manager and queue. I have everything worked out except this one problem.

I have assigned individuals to a specific manager and a specific queue.

Periodically, individuals will move from one manager to another or from one queue to another. I need to know how to set up a table and queury that will allow me to indicate specific dates an individual worked for a specific manager or specific queue.

The table is currently:

Agent
Manager
Queue

Any help would be greatly appreciated.

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Tables :: Lock Historical Entries?

Oct 1, 2012

I have a table of Dealers. Each dealer has a REP. I want to CHANGE the rep of the Dealer going forward but RETAIN the historical.

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Particular Field Value Changes Every Month - How To Keep Historical Information

Nov 12, 2014

I have 2 tables.

Table A contains a list of Projects that evolve over time. Example:

Table A
ID Project Name Comment Comment Date
__________________________________________________ ________
1 Name 1 Comment 1.1 12/22/13
2 Name 2 Comment 2.1 12/20/13
3 Name 3 Comment 3.1 12/02/13

Now, let's say that Table A changes over time - just with the Comment portion. Example:

Table A
ID Project Name Comment Comment Date
__________________________________________________ ________
1 Name 1 Comment 1.2 01/20/14
2 Name 2 Comment 2.2 02/14/14
3 Name 3 Comment 3.2 01/02/14

Obviously, I would use an Update query to override the previous information.

But let's say that I want to preserve the previous information for historical use? How would I set this up?

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Dealing With Different Currencies

Dec 2, 2007

Hi everyone,

What is the best solution to deal with different currencies in an Access Application? After creating a table that includes currencies codes I want to use them in the form to present and calculate prices.
After choosing the currency from a combobox, the price field must be presented in numeric values with the chosen currency code.

Thanks in advance,

Best Regards

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Dec 14, 2007

I have a database that has the basic tables of products, accounts and orders.

I need to figure out how to deal with returns.

Do I create a separate table and link that to the orders table for returns?

I haven't made such a large database file so I was curious if anyone had any information on how to lead me in the right direction. Or if there were any examples. (I've looked around but haven't completely figured out the best way to handle this.)


Thanks!

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General :: Ability To Report Historical Changes To Database

Jun 28, 2012

Selecting the "General" group as this involves SQL Server Stored Procedures (SP) and VBA code and Reports and and and...

Client has requested exception type reporting noting when a price in a Bill of Materials (BOM) changes.

I am thinking to solve this with the following steps:

1) EXEC SP to run "this week's" BOM reports, automated, figure out how to print to PDF or something
2) EXEC SP to run "this week vs last week" exception report. A giant nasty:

Code:
SELECT cols....
FROM [xyz]
LEFT JOIN [histxyz] ON [xyz].[partnumber] = [xyzhist].[partnumber]
WHERE [xyz].[cola] <> [histxyz].[cola]
OR [xyz].[colb] <> [histxyz].[colb]
OR etc...

through each of the fieleds that are hooked up to change tracking. Run that SP once, then use that temp table to generate customized reports based on parts per product which had a change.

3) Update weekly state snapshot of all parts remembering this week's state... transfer data from [xyz] to [xyzhist], so TRUNCATE then INSERT commands.

Seems slow and monotonous, the snapshotting "shell game" aspect... perhaps I may wrap that all into a transfer SP and allow the data to stay right on the server as it moves tables.

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Dealing With Large Times

Oct 12, 2005

I have a database that keeps track of training hours for each employee. The Training Length is formated as Short Time. I just figured out that short time can only go up to 23:59:59. Some of my trainings will be over that. Does anyone know a way to get around other than splitting up my hours and Mins in the table?

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Mar 14, 2006

This is for anyone who has made a form with a lot of check boxes and wants to make a report out of them thats decent.Hopefully this simple example file is enough to assist people.Keywords:Checkbox Checkboxes report check boxes box

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Dealing With #error In Query

Apr 10, 2008

I am using the following to extract date information from a text field as part of a query.

Narrr_Date:CDate(Left(Mid([si_narr_t],Instr([si_narr_t]," ")+1), Instr(Mid([si_narr_t],Instr([si_narr_t]," ")+1)," ")-1))

Due to users not putting the correct information in I will get the #Error in the results of the query.

I need to do a DateDiff on the results so I need to get rid of any values that come up with #Error.

Since I cannot ensure the date extracted by the query is correct, how do I deal with the error?

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Dealing With Cancelled Jobs

Jan 5, 2005

Setup
i have a form (frmCustomers) with a subform (sfrmJobs). As you might have guessed, it keeps track of customers and jobs. One customer may have many jobs. within sfrmJobs are about 300 or so controls for about 300 or so fields (mostly yes/no boxes) and at the moment contains two subforms of its own. customers have an autonumber CustomerID and jobs have a user-entered numeric JobID.

Goal
it has been brought to my attention that some jobs may just not work out and must be deemed as "cancelled." however, my client wishes to retain these records rather than delete them. in order to maintain the integrity of the reports, i would like to remove these records from the non-cancelled customer database and place them elsewhere, but still retain the ability to review them if need be (but NOT to modify them).

Problem
the job can be cancelled at any point down the line, meaning that a job could have nearly no info or nearly all the info, and everything in between. each job record has a ton of fields. i don't know how to cut and paste an entire record (except for doing it field by field, which could take forever in this instance) into a new table. in this case, it would be several records, since i have a list of materials pertinent to each job as well as a list of services necessary for each job - all of which would have to be removed and placed elsewhere.

Cry for Help
what is the best way to go about this? some ideas i had were creating a parallel table for each table used in recording all of the job information and just manually (well, via VBA and recordsets) copying, pasting, then deleting. another is creating a checkbox that when clicked disables every control for the cancelled job (but oy vey that's a lot of controls to code the disabling for) and then have it reflected in my reports that these are only from the NON-cancelled jobs. does anyone else have an idea?

help?

thanks in advance
-Jason

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Feb 11, 2005

Hello all,

Ok, let's see if i can explain this so that anyone trying help can understand. I have a form that's unbound (Music) with a subform (Arist Info)that is bound. The subform also contains two other Subforms (bound). The subform (Artist Info) contains a few Macros set up to do
some general searches with some Option groups and also one cmb box with vb code that access wizard wrote up. They all work great, with no problems at all when I open up the subform all by itself. It's when Main form is open where i run into some glitches. In then option groups all tgl & radio buttons work with exception to the two named ALL. I get a ballon message stating There is no field named
'GenreGroup or AlphaGroup' in the current record. Genre and AlphaGroup are the names of the option groups. The cmb box dosen't even work at all. There ars some other problems also but i'll ask for help later if i can reslove this. LOL I've attached a bare bone sample db to look at. I thought I was doing great learning new things every day, till I ran into this one.


Thanks for your help
Rich M.

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Jun 12, 2014

I have a database that was populated using many excel sheets and one of the fields [partDescription] uses the # character over and over to represent "lbs". I realize that this is a wild card for digits in VB. Is there a quick fix for finding and replacing this character?

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Dealing With Spaces In Field Names

Nov 2, 2007

I have an imported file coming from another department and the one of the field names I need to use has spaces. I have tried " " and [] but they don't work. What is the proper syntax for this?

origfield = rst.Fields("FVH PLAN")

Thanks.

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Jun 25, 2013

I have a form that I designed that contains two subforms.The first subform is an entry subform so you can post the current client visits.The second subform I want to just display all prior client visits and make updates or deletions if needed.

It does not appear that I can make the first subform entry= yes additions allowed=YES in the properties.The second subform I want entry=No and addition=no..When I pull up the properties sheet for each of the subforms these options do not appear. They appear only on the main FORM, FORM property sheet. I thought I could create two new forms with the properties I desire and then copy them into the main form.

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