Excel Based Database - Requires YTD Totals
Feb 16, 2005
Hello Helpers..
I have a table imported from excel with a large data with columns like..
Level3-
Category
April-03
May-03
June-03
till.......mar-04..
Level3 category April-03 May-03 June-03
Trading Income 10000 13300 15500
Trading expenditure 5000 3000 4000
Investment Income Income 25000 28000 23000
I want to design a form where i select the Level,category and period to display the respective values of income or expenditure..
no:2
How can i calculate the year to date totals based on the table above.....
Thanks a ton.... :confused
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Nov 26, 2012
I have a table in my database which I want to update on a daily basis from an Excel workbook. Normally I would just use the TransferSpreadsheet command but in this case the format of the source sheet makes things a bit more complicated (It's not my workbook so I have no control over its layout, unfortunately)
My formatting issues are as follows :
-the header row is not on row 1, but row 3 (the first two rows are free format comments)
-there is a gap row between the header and the data region
-the source sheet is laid out with dates as the headers (left to right) and my field headers running down (top to bottom) - so would need some form of transposition
-Basically, looking for some direction on how I should approach this while maximising efficiency. One approach would be to have my own local Excel sheet with VBA code added, to open the source sheet, copy / edit / transpose as necessary and then import my local version and append to the existing table. But this adds an extra step to the process which I'd like to avoid if at all possible.
I would prefer to 'customise' the import within Access itself, to account for the above obstacles, so that I could just point to the source document directly but import according to my own 'non-standard' rules.
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Sep 8, 2006
Hello first of all I have learned a lot from this forum so thanks you all who post questions & solutions. Ok I have a table which I use to query info and export to excel. My question is there a way to add sum totals to a few of the columns once it is in excel. I was thinking it would be easier to do a sum statement then just add it as the bottom row while it was exporting. Or would it be easier to do it once it is in excel. Here is my code:
Private Sub Command63_Click()
Dim strSQL As String, strOrder As String, strWhere As String
Dim dbNm As Database
Dim qryDef As QueryDef
Set dbNm = CurrentDb()
strSQL = "SELECT tblCONSOLIDATED.ACCOUNT1, tblCONSOLIDATED.COMPANY_NAME, tblCONSOLIDATED.CUSTOMER_TYPE, tblCONSOLIDATED.ADDRESS1, tblCONSOLIDATED.ADDRESS2, tblCONSOLIDATED.CITY, tblCONSOLIDATED.STATE, tblCONSOLIDATED.ZIP, tblCONSOLIDATED.CONTACT_NAME, tblCONSOLIDATED.E_MAIL, tblCONSOLIDATED.TELEPHONE, tblCONSOLIDATED.FAX, tblCONSOLIDATED.REP_NUMBER, tblCONSOLIDATED.PROMOCODE, tblCONSOLIDATED.SALESCODE, tblCONSOLIDATED.CURRENT_YTD, tblCONSOLIDATED.PRIOR_YTD, tblCONSOLIDATED.PRIOR_TOTAL, tblCONSOLIDATED.YEAR2_TOTAL, tblCONSOLIDATED.YEAR3_TOTAL, tblCONSOLIDATED.YEAR4_TOTAL " & _
"FROM tblCONSOLIDATED"
strWhere = "WHERE"
strOrder = "ORDER BY CURRENT_YTD DESC"
If Not IsNull(Me.txtCSONME) Then
strWhere = strWhere & " (tblCONSOLIDATED.COMPANY_NAME) Like '*" & Me.txtCSONME & "*' AND"
End If
If Not IsNull(Me.txtCSOSLD) Then
strWhere = strWhere & " (tblCONSOLIDATED.ACCOUNT1) Like '*" & Me.txtCSOSLD & "*' AND"
End If
If Not IsNull(Me.txtCSOARN) Then
strWhere = strWhere & " (tblCONSOLIDATED.CONTACT_NAME) Like '*" & Me.txtCSOARN & "*' AND"
End If
If Not IsNull(Me.txtCSOCTY) Then
strWhere = strWhere & " (tblCONSOLIDATED.CITY) Like '*" & Me.txtCSOCTY & "*' AND"
End If
If Not IsNull(Me.txtCSOST) Then
strWhere = strWhere & " (tblCONSOLIDATED.STATE) Like '*" & Me.txtCSOST & "*' AND"
End If
If Not IsNull(Me.txtCSOZIP) Then
strWhere = strWhere & " (tblCONSOLIDATED.ZIP) Like '*" & Me.txtCSOZIP & "*' AND"
End If
If Not IsNull(Me.txtCSOSSM) Then
strWhere = strWhere & " (tblCONSOLIDATED.REP_NUMBER) Like '*" & Me.txtCSOSSM & "*' AND"
End If
If Not IsNull(Me.txtCSOM1) Then
strWhere = strWhere & " (tblCONSOLIDATED.PROMOCODE) Like '*" & Me.txtCSOM1 & "*' AND"
End If
If Not IsNull(Me.txtSLCYYD1) Then
strWhere = strWhere & " (tblCONSOLIDATED.CURRENT_YTD) BETWEEN " & Me.txtSLCYYD1 & " And " & Me.txtSLCYYD2 & " AND"
End If
If Not IsNull(Me.txtSLLYYD1) Then
strWhere = strWhere & " (tblCONSOLIDATED.PRIOR_YTD) BETWEEN " & Me.txtSLLYYD1 & " And " & Me.txtSLLYYD2 & " AND"
End If
If Not IsNull(Me.txtSLPYR11) Then
strWhere = strWhere & " (tblCONSOLIDATED.PRIOR_TOTAL) BETWEEN " & Me.txtSLPYR11 & " And " & Me.txtSLPYR12 & " AND"
End If
If Not IsNull(Me.txtSLPYR21) Then
strWhere = strWhere & " (tblCONSOLIDATED.YEAR2_TOTAL) BETWEEN " & Me.txtSLPYR21 & " And " & Me.txtSLPYR22 & " AND"
End If
If Not IsNull(Me.txtSLPYR31) Then
strWhere = strWhere & " (tblCONSOLIDATED.YEAR3_TOTAL) BETWEEN " & Me.txtSLPYR31 & " And " & Me.txtSLPYR32 & " AND"
End If
If Not IsNull(Me.txtSLPYR41) Then
strWhere = strWhere & " (tblCONSOLIDATED.YEAR4_TOTAL) BETWEEN " & Me.txtSLPYR41 & " And " & Me.txtSLPYR42 & " AND"
End If
If (Me.PROSPECTBX) = True Then
strWhere = strWhere & " (tblCONSOLIDATED.CUSTOMER_TYPE) Like 'P' AND"
End If
If Not IsNull(Me.txtSLCLS) Then
strWhere = strWhere & " (tblCONSOLIDATED.SALESCODE) Like '*" & Me.txtSLCLS & "*' AND"
End If
If strWhere = "WHERE" Then
strWhere = ""
Else
strWhere = Trim(Left(strWhere, Len(strWhere) - Len("AND")))
End If
Set qryDef = dbNm.QueryDefs("qrySALESDATA")
qryDef.SQL = strSQL & " " & strWhere & "" & strOrder
DoCmd.OutputTo acQuery, "qrysalesdata", "MicrosoftExcel(*.xls)", "QUERY RESULTS.xls", True, ""
End Sub
Sorry for adding the whole thing but I'm not sure it should be done after "Query Results.xls" is written or during the select statement.
Thanks in advance for your help.
Bryan
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Feb 24, 2015
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Mar 15, 2013
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Aug 23, 2006
Hello, this is my first post. I am very much a novice and have come across a problem that I'm sure is simple to solve but so far the solution has eluded me. All I want to do is subtract a field in one record from the same field in the next record in a query or report but I have no idea how to do it. Can anyone help please ?Thanks in advance.
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Feb 20, 2007
Hey Readers,
I'm using MS OFFICE 2003...MS ACCESS
I am having a problem in my one form where I have to click on the "go to next record arrow" twice before it displays the next record. (even on the "create new record" it requires 2 clicks)
All other forms I have display the next record for only a single click on the arrow.
Is there something unique in the properties of the form in question that needs to be changed so that a single click displays the next record?
Any help would be greatly appreciated.
Thanks,
Duncan
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Jan 18, 2014
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Jul 10, 2006
Hi,
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I also have a form in which I want to have a button that can be used to print off this report (which would involve automatically entering the UserID into it). How do I do this?
Here is the code for the form button that I am using at the moment, but when you click it, Access still needs the UserID (duh!). So, how can I automate the input?
Code:Private Sub Command25_Click()On Error GoTo Err_Command25_Click Dim stDocName As String stDocName = "Menu" DoCmd.OpenReport stDocName, acNormalExit_Command25_Click: Exit SubErr_Command25_Click: MsgBox Err.Description Resume Exit_Command25_Click End Sub
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Aug 25, 2014
I have a form that requires at least a transaction code (from a combo box) and a total value field (numeric) to be entered.I have used the following code but when I click OK on the message box the form is closed.I want it to remain open so the user can enter the fields and properly save the record. As the code is in the Before Update event it does the same thing if I have Cancel = true.
Private Sub Form_BeforeUpdate(Cancel As Integer)
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' Me.cboName.SetFocus
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[code]....
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Sep 25, 2012
I have a form that has several sub forms and what I want is that if the user chooses Plan Name in the main form "No Fault" or 'Workers Comp". I want message to pop and go to the field in the subform to enter data but I keep on getting an error.
Private Sub Plan_Name_AfterUpdate()
If ([Plan Name] = "No Fault") Then
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It says the action or method requires a control name argument?
What am I missing?
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Sep 4, 2007
Hey all! This is my first post. Been searching through the net all day trying to find a solution to this problem. Basically i have a table that looks like this (regular text is what i have and bolded text is what I need:Name Date Qty MOBrad 12/12/2007 23323 4423John 12/11/2007 3445 4432 John 12/11/2007 344 4432 John 12/11/2007 45 4432 John 12/11/2007 44 4432 John 12/11/2007 3445 4432 Grand Total: (Qty)And then I'd like to be able to carry this over and display a grand total at the bottom of every page of a report that I would need to generate. Our company produces forms and we sometimes have 60 - 70 people working on a single job. We want to see their hours individually but we would also like to see a grand sum of all their hours. If someone could help with this or needs more info let me know. Thanks for all your help!
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Oct 3, 2005
Hi folk
I hope someone can come up with a suggestion for this one.
I have a Crosstab query in my database which looks for the age of accounts on each status. The query itself runs fine but the problem is if there are no accounts on that status. For instance if there are no accounts on an open status then the Open Status isn't shown.
This means that when my Excel Query looks for the Open value from the query I get a Microsoft Jet query error.
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Oct 14, 2004
Good day to all :
I have created a form based on a query. On this form, there are command buttons that when pressed, exports a file to excel. This export is based on a query, then using a macro using the TransferSpreadSheet action. It works great.
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Many thanks in advance,
Dion
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Nov 7, 2007
Hello,
ACCOUNT_NUMBER
SHORT_ACCOUNT_TITLE
CONTACT_COMMENTS
CONTACT_TYPE_TEXT
ENTERED_BY
INITIAL_CONTACT_DATE
DATE_ENTERED
These are fields that are imported from Excel. I have to import 500-1500 rows each week which contain the data I need. Then I must, by using a form, go through these "Service Calls" and mark some that give the employee credit for the call and some that are unique calls. Meaning if they have serviced the same person 5x in the quarter I can only count that once.
There can be muliple people on a service call so I have these:
EMPLOYEE1
EMPLOYEE2
EMPLOYEE3
(Entered_By field contains the employee who recorded the call and they would have gone on the service call)
Then I have to record who they contacted regarding the account. The SHORT_ACCOUNT_TITLE will often differ from who they have contact regarding this account. So I have this field:
CONTACT
Then since muliple employees go on service calls together some may have already contacted this customer aleady. I have to keep track of employees unique customer contacts. So I have these fields:
CREDIT1 (checkbox for employee listed in the ENTERED_BY field)
CREDIT2 (checkbox for EMPLOYEE1)
CREDIT3 (checkbox for EMPLOYEE2)
CREDIT4 (checkbox for EMPLOYEE3)
Then I have to keep track of service calls regardless if they where unique ones or not. So I have this field:
ELIGIBLE
Then I put a notes section in so when I am filtering the data and finding what calls where good calls and need to make changes or whatever I can have a place to put that:
NOTES
Finally since some of these customer calls involve large amounts of customers (group meetings, etc) I have this field to type in a number of additional credit:
ADDITIONAL_CREDIT1
ADDITIONAL_CREDIT2
ADDITIONAL_CREDIT3
ADDITIONAL_CREDIT3
------------------------------------
So since I have to import Excel rows that contain the data I start with I am unsure of how to set this up and normalize it. I have attached my form I have used to find what fields I would need to show you more of what I am trying to do.
This form allow me to filter data that shows up in the subform. Then I can just double click it and bring up the record. Then mark the ones that count.
I am looking for any suggestions. Thanks.
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Jan 13, 2014
I am exporting from access to excel using the code below, but I'd like to edit the code so that it exports to excel for each original value in column A. For example, if column A contains the values "Type A", "Type B" and "Type C" then I'd like to export/save three different excel files (one for "Type A", one for "Type B" and one for "Type C"). If "Type A" appears in column A seven times then I'd want to export all seven rows for columns A through E.
Code:
Private Sub ExportToExcel_Click()
'Declaration of variables for file path
Dim CurrentFolder As String
Dim FileName As String
Dim CurrentCycle As String
'Initializing
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[code]...
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Aug 24, 2015
i want to write a ms access query for date difference.i have the excel formula for that.in attachment i have shown wot i really want as output.i want to make a IIf query for these conditions.
in excel i did this like:
=IF(J13="",IF(INT(B13)=INT(AE13),C13-DAY(I13)+1,C13),IF(INT(AA13)=INT(B13),IF(MONTH(J13 )=MONTH(I13),J13-I13+1,DAY(J13)),IF(INT(AA13)=INT(D13),DAY(J13)-E13,0)))
how to do it in access query.
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Feb 10, 2012
I am writing a module to send information to Excel, and the information is based on a Crosstab query. But I keep getting a "syntax error in the TRANSFORM statement".
Function Edt_Royalties() As Integer
Dim AplicExcel As Excel.Application
Dim Planilha As Excel.WorkSheet
Dim stArq As String
Dim DB As Database
[Code] .....
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Jan 30, 2015
My access is 2013.
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How can I export the list of graduates to multiple excel files, with the filename based on "year"?
I have tried to set the output file in macro as "c:desktop" & query.year & ".xls"
But it's not working and the output filename is exactly "&query.year&.xls "and the file contains all year and all names.
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Aug 12, 2015
I have a graph chart and my row source type is a Query. So I retrieved data from the Query that I built.
However , I want to get the data from the uploaded excel file.
I have a form that will prompt user in the beginning to upload the excel file and replaced the old table in Access- "CrossSystemData"
Basically , I want to pull data from Excel file , Run the query(Data from excel file) then excute to "display a chart based on my query" ... Is it possible ?
Query SQL: "PolyWrongRegInsCount"
Code:
SELECT GROUPING.INSTITUTION, Count(*) AS NO_OF_GROUP
FROM (SELECT DISTINCT CATEGORY, GROUP_NO, INSTITUTION, IIF(Left(INSTITUTION,1)="P","POLYCLINIC","HOSPITAL") AS INS_TYPE FROM CrossSystemData WHERE INSTITUTION NOT LIKE "*UNKNOWN*") AS GROUPING
WHERE (((GROUPING.CATEGORY)="WRONG REG") AND ((GROUPING.INS_TYPE)="POLYCLINIC"))
GROUP BY GROUPING.INSTITUTION;
My Chart SQL :
Code:
SELECT PolyWrongRegInsCount.[INSTITUTION], PolyWrongRegInsCount.[NO_OF_GROUP]
FROM PolyWrongRegInsCount;
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Nov 7, 2012
How to export ms access table into excel workbook with separate sheet based on a value of field?
For Example:
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Steve a Apple
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Josh c Dell
Pete d Dell
Pat e HP
Jacob f HP
Output in Excel(list for Employee by company):
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Apple Dell HP
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Sep 3, 2014
how data is best structured in Access.I have a table of values (for instance: weight) and I need to be able to look up a weight based on the column header (age) and row header (height).How is this sort of data best structured and accessed in Access?
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Sep 5, 2006
I have just begun learning MS Access and have some information already in an excel spreadsheet that is getting too big and I am trying to decide if converting the whole thing would be beneficial or jsut a waste of time.
The issue is the current excel file is a workbook of about 150 separate worksheets that are all hyperlinked to each other. It does everything I want, but I feel like it is getting to big and cumbersome and really all I want is to add one sheet/record and have all the totals/averages/"reports" update themselves. That is why I think Access might be better. Currently it takes a good minute to update the file when saving. The Excel file is about 13mb.
The data is basically all times from a mens & womens cross country team. I have one form I take to each meet and record mile splits, places, final time, etc. Then I return and currently put those times into excel. I have 4 years of data for each runner. I also have 10 years of team data that needs to be able to be recalled usefully. My spreadsheet also looks through all past meets and keeps a list of the top 50 times for both men and women. And compiles every practice/workouts for the past 8 years, etc. Plus a lot of other sheets/forms/reports/.
I started a database and have one table for Athletes, one for MeetEntry. I also created a report for the meet entry to send to media. I then started working with relationships between different tables and became overwhelmed with how to best set up the entire database. I came up with a list of things and organized them into what I thought would be best suited for Tables vs. Forms vs. Queries vs. Reports. With the limited info, any ideas on setup would be appreciated. Maybe I just leave it in Excel and forget Access.
I think with the complexity, this is much better suited to my needs but it may be just a bit over my head. I do not know an VB so that is also an issue.
Suggestions
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Oct 9, 2006
first time poster, please be kind.
I am currently updating our supply stores database in work. When an item becomes unserviceable we need to attach a form to the item before sending it away. i would like the data entered into the 'unserviceable' table within my database to be transposed onto an excel spreadsheet (see attachment) and then automatically printed out with the data in the relevant boxes. Can anyone tell me how this is done please? My knowledge of access is rather limited and I am teaching myself as I go along.
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Nov 4, 2004
I have a a database with a large number of email addresses in it.
I also have a list of email addresses stored in an excel file.
I would like to take the excel file and use it to check for the same email addresses in the access database and if they are present in the database add content to another field in the database to flag it.
Can anyone help?
Thanks.
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