Nov 22, 2005
Hi
I am pulling my hair out with what I am sure is a simple task, creating a search form that, when criteria are entered, finds a record and displays related data/results from 3 tables. I have tried every forum and web post I can find but I think there must be something fundamental I'm neglecting to grasp.
Quick background:
My database has 4 tables, Firm, Contacts, Mailout and FileNote
The database is contact-centric (ie, everything is linked to a contact record, multiple contacts are held against firms, mutiple file notes are held against a contact, contacts can be attached to multiple mailouts)
I need to search for a contact record based on multiple criteria (keeping it simple, lets say a combination of first_name & last_name OR first-name & firm_name OR their specific contact ID)
I need a 'results form' (not just a datasheet view) that displays all information related to that contact (i.e. all files notes + ability to create new ones, firm contact information, and mailout history)
I've created a Main form with Firm, Mailout, Contact & Filenote subforms embedded that enables me to scroll through every contact and view all related detail (as above) and add file notes & modify data very nicely. My problem is I can't search, I can only move through each record sequentially. Very handy when we have 4000 contacts!
I realise I'm probably a complete wally but could someone please explain to me the vital steps I'm missing? I've tried unbound fields, I've built SQL queries & command buttons (but results are dumped into a datasheet)....I'm lost.
Many many thanks.
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Jan 19, 2007
Hi Everyone,
I am working on a Sales Analysis db, which pulls from:
tSales - Sales Figures (40k records)
tBuildUnit - Bom Build Units (8k records - one per product)
tBom - Bills of Material - All Components (71k records)
tUom - Units of Measure for Products (80k records - 10 per product)
It is quite basic in theory, it looks at a product sold, goes to tBom to get the cost of the raw materials.
I have a query that sums the components by their group, distinguishing between material and labour cost by the component group (cGrp) which is 'WORK' for labour and <>"WORK for materials. I can then sum the cost of the materials for a given product.
Anyway to cut to the issue in hand.
I export from our system (LM4 on btrieve on novell 3.2) into CSVs then manipulate those
And basically i want to have:
Cust______Sale04__Sale05__Sale06__Mat04__Mat05__Ma t06
Genesis 400 350 420 230 190 250
Exodus 0 100 0 0 60 0
Revelation 200 300 140 200
we have 220 customers in this recordset. so i would like just 220 rows.
My data that i export shows every transaction (so i have 40k records)
So i used a aggregate query, grouping by customer account and summing the value, material, and labour fields, however this gives me each customer three times, one per year e.g.:
Cust______Sale04__Sale05__Sale06__Mat04__Mat05__Ma t06
Genesis 400 0 0 230 0 0
Genesis 0 350 0 0 190 0
Genesis 0 0 420 0 0 250
How do i get one what i describe above?
After the query runs i want to export to excel with:
DoCmd.OutputTo acOutputQuery, "qGrouping", acFormatXLS, "d:Output.xls", True
Thanks
Graham
(Carpenter by trade, now in construction acoustics and really shouldn't be doing anything with access!)
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Sep 15, 2006
Hi guys,
I am completely at a lose here. I have a LARGE sql query that was written before my time and how have the task of customizing it a little. It will run perfectly in Advisor Office (the program it was written for which uses access as the back end db). But if i try and create a query in access directly i get the following error:
You tried to execute a query that does not include the specified expression 'IIF (CommnPremiums.Type IN (1, 2), IIF (CommnEntries.Type IN (1, 4), 'Non Indemnity', IIF (CommnEntries.Type IN (2, 6), 'Indemnity', IIF (CommnEntries.Type = 3, 'Renewal', IIF (CommnEntries.Type = 5, 'Trail', ' ')))),
IIF (CommnPremiums.Type = 3, 'Initial', IIF (CommnPremiums.Type =' as part of an aggregate function
the full IIF statement that is causing it to fail is:
IIF (CommnPremiums.Type IN (1, 2), IIF (CommnEntries.Type IN (1, 4), 'Non Indemnity', IIF (CommnEntries.Type IN (2, 6), 'Indemnity', IIF (CommnEntries.Type = 3, 'Renewal', IIF (CommnEntries.Type = 5, 'Trail', ' ')))),
IIF (CommnPremiums.Type = 3, 'Initial', IIF (CommnPremiums.Type = 4, 'Renewal', IIF (CommnPremiums.Type = 5, 'Trail', IIF (CommnPremiums.Type = 6, 'Protected Rights', IIF (CommnPremiums.Type = 7, 'Transfer', ' ')))))) AS CommissionType
The WHOLE SQL query spans over 4 pages of A4 so i will only put it at the bottom (hoping its not needed to see the error. There are a few unions so i will put the first one in here to show what it is doing.
SELECT IIF (Policies.Owner = 0, clients.partnersurname + ", " + clients.partnerforenames, clients.surname + ", " + clients.forenames) AS Name,
Policies.PolicyNumber,
Schemes.SchemeName,
Managers.FullName AS Manager,
CommnPremiums.CommnPremiumDate,
IIF (CommnPremiums.Type = 1, 'Initial Premium', IIF (CommnPremiums.Type = 2, 'Increment', IIF (CommnPremiums.Type = 3, 'Single Premium', IIF (CommnPremiums.Type = 4, 'Annual Renewal', IIF (CommnPremiums.Type = 5, 'Value Based', IIF (CommnPremiums.Type = 6, 'Protected Rights', IIF (CommnPremiums.Type = 7, 'Transfer', ' '))))))) +
IIF (CommnPremiums.Type IN (1, 2), IIF (CommnEntries.Type = 1, ' - Non Indemnity', IIF (CommnEntries.Type = 2, ' - Indemnity', IIF (CommnEntries.Type = 3, ' - Renewal', IIF (CommnEntries.Type = 4, ' - Level', IIF (CommnEntries.Type = 5, ' - Fund Based Trail', IIF (CommnEntries.Type = 6, ' - Level Indemnity', ' ')))))), ' ') AS PremiumType,
CommnEntries.DueFrom,
CommnEntries.DueTo,
SUM (Matches.Amount) AS TotalMatched,
CommissionCredits.CreditPC AS Credit,
Consultants.FullName AS Consultant,
ROUND ((CommissionCredits.CreditPC * SUM (Matches.Amount) / 100), 2) AS CommissionMatched,
Cheques.Amount AS ChequeAmount,
Cheques.ChequeDate,
IIF (CommnPremiums.Type IN (1, 2), IIF (CommnEntries.Type IN (1, 4), 'Non Indemnity', IIF (CommnEntries.Type IN (2, 6), 'Indemnity', IIF (CommnEntries.Type = 3, 'Renewal', IIF (CommnEntries.Type = 5, 'Trail', ' ')))),
IIF (CommnPremiums.Type = 3, 'Initial', IIF (CommnPremiums.Type = 4, 'Renewal', IIF (CommnPremiums.Type = 5, 'Trail', IIF (CommnPremiums.Type = 6, 'Protected Rights', IIF (CommnPremiums.Type = 7, 'Transfer', ' ')))))) AS CommissionType
FROM ((((((((Clients LEFT JOIN Policies ON Clients.ClientRef = Policies.ClientRef)
LEFT JOIN Schemes ON Policies.SchemeRef = Schemes.SchemeRef)
LEFT JOIN CommnPremiums ON Policies.PolicyRef = CommnPremiums.PolicyRef)
LEFT JOIN CommnEntries ON CommnPremiums.CommnPremRef = CommnEntries.CommnPremRef)
LEFT JOIN Matches ON CommnEntries.CommnEntryRef = Matches.FKeyRef)
LEFT JOIN Cheques ON Matches.ChequeRef = Cheques.ChequeRef)
LEFT JOIN Managers ON Cheques.FKeyRef = Managers.ManagerRef)
LEFT JOIN CommissionCredits ON CommnEntries.CommnEntryRef = CommissionCredits.FKeyRef)
LEFT JOIN Consultants ON CommissionCredits.ConsultantRef = Consultants.ConsultantRef
WHERE Matches.FKeyType = 1
AND Cheques.FKeyType = 1
AND Cheques.ChequeDate BETWEEN #01-Jan-2004# AND #31-Dec-2004#
AND CommissionCredits.FKeyType = 1
AND CommissionCredits.Type = 1
GROUP BY IIF (Policies.Owner = 0, clients.partnersurname + ", " + clients.partnerforenames, clients.surname + ", " + clients.forenames),
Policies.PolicyNumber,
Schemes.SchemeName,
Managers.FullName,
CommnPremiums.CommnPremiumDate,
IIF (CommnPremiums.Type = 1, 'Initial Premium', IIF (CommnPremiums.Type = 2, 'Increment', IIF (CommnPremiums.Type = 3, 'Single Premium', IIF (CommnPremiums.Type = 4, 'Annual Renewal', IIF (CommnPremiums.Type = 5, 'Value Based', IIF (CommnPremiums.Type = 6, 'Protected Rights', IIF (CommnPremiums.Type = 7, 'Transfer', ' '))))))) +
IIF (CommnPremiums.Type IN (1, 2), IIF (CommnEntries.Type = 1, ' - Non Indemnity', IIF (CommnEntries.Type = 2, ' - Indemnity', IIF (CommnEntries.Type = 3, ' - Renewal', IIF (CommnEntries.Type = 4, ' - Level', IIF (CommnEntries.Type = 5, ' - Fund Based Trail', IIF (CommnEntries.Type = 6, ' - Level Indemnity', ' ')))))), ' '),
CommnEntries.DueFrom,
CommnEntries.DueTo,
Cheques.Amount,
Cheques.ChequeDate,
IIF (CommnPremiums.Type IN (1, 2), IIF (CommnEntries.Type IN (1, 4), 'Non Indemnity', IIF (CommnEntries.Type IN (2, 6), 'Indemnity', IIF (CommnEntries.Type = 3, 'Renewal', IIF (CommnEntries.Type = 5, 'Trail', ' ')))),
IIF (CommnPremiums.Type = 3, 'Initial', IIF (CommnPremiums.Type = 4, 'Renewal', IIF (CommnPremiums.Type = 5, 'Trail', IIF (CommnPremiums.Type = 6, 'Protected Rights', IIF (CommnPremiums.Type = 7, ‘Transfer’, ' ')))))), Consultants.FullName, CommissionCredits.CreditPC
If I changed the IIF statement to:
'X' as commisiontype
it all works great but i need this information and its driving me mad. I can not see why it doesnt work within Access.
Any and All help would be great.
thx
Twiggy
I have attached the FULL sql query if you want to look at it all.. it hurts my head to read it all ;)
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