Forms :: Accounting Program - Storing Calculated Value
Aug 5, 2013
I am trying to create an accounting program on access and i got stuck on the final touches
I'll explain my situation in brief. I created two tables
/1 for the invoices (invoice number, client name, total)
/1 for the orders (order id, invoice number, subtotal)
And I made a relationship between those two and everything worked out well. I created a form/subform and put a text box in the subform to calculate the sum which worked correctly. And I exported the value of the sum to the main form and it's great.
The problem is that how can i make the Total field that belongs to the table invoice have a default value as same as the Expression (sum) so that the sum is stored with the invoice record.
i attached the picture in the attachments
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Feb 8, 2006
Within a query i am trying to run historical pension values based on 3 fields from a table:
Value
Year
Period
Period: Is aligned with the accounting year April to March rather than Jan to Dec. So I cannot define Year as 2005 and period 1 to 12.
I am looking to define year as 2005/2006 and then calculated the sum of period 1 to 12.
Has anyone experienced this before and found a solution?
Thanks
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Jul 5, 2015
Eventhough i know calculated control are for queries, I still need to store a calculated value of a sum. I have a form with customers, dates, locations. That form has a subform that contains the services done and materials used. This subform is in datasheet view. In the footer i have a control with =Sum([Price]).
So I need the value of this control to be stored in the table the main form is based on. I did an unbound control in the main form where the =Me!Subform.Form!.Textx will bring the value "over" Then for the on focus event the vba code Me.Total=Me.Textx stores the value. That is fine. The same works with a command button with the same vba code.
However i am asking if there is a more automatic way to get the value over without the unbound control/command button.
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Mar 24, 2014
I have a table that stores information for multiple behavioral surveys (numerical values). My goal is to add the proper fields that compose total scores value for each respective survey (do a summation of scores). Now, under design view for my table, I see that I can add a calculated field. When I create this calculated field, I can use the Expression Builder to do a sum of the proper fields (the fields that compose a total score for a survey). The only problem that I'm encountering is that if a field that is part of a survey is missing information, the summation disregards the rest of the values for that survey.
How can I account for these missing values so that, if 1 out of my 9 fields have information, I will still get a summation score for the 9 fields? I want to be able to do this without having to change the value of the missing field to 0.
In SPSS I can easily do this by computing a variable and using a code like this:
SUM.2(field1, field2, field3, etc.)
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Aug 9, 2005
New to Access and learning the hard way. Im sure this is an easy one, but sure would appreciate the help. I am trying to sum a group of cells and display the total, which i have done. But I also want to store this total in my database. So my question is, how do i move my calculated total to my field that has the "record source" bound back to my field in the database? Hope that makes sense. Thanks in advance.
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Jan 3, 2006
if i have formula in a text box can that calculation be stored in a table???
example
sales total
sales tax
grand total
where grand total = sales tax+sales total
if the control is bounded to a field in a table once the formula is entered doesnt it loose the connection with the field???
right now when i enter a formula in a control it will no longer store it in the table but it will only show the result in the actual form..???
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Nov 5, 2004
Hi all, another beginner question here.
I have a table of records which is is basically temp storage, once I'm done inputing information, an append SQL statement is run to move the data to its permament table, then I use a delete statement to remove the values in the temp table.
Now, I have a column called Result, which stores the values of a radio button group (1, 2, or 3). I have a series of queries which count the number of times 1 or 2 appear (3 in this case, doesn't matter since it represents N/A. 1 = True, 2 = False, 0 = Null).
I'm having trouble getting the result of said query to store in a table. The statement is as follows:
SELECT [qryGetFail]![CountFail]+[qryGetPass]![CountPass] AS Total
FROM qryGetFail, qryGetPass;
This returns the sum of both counts, so I know how many questions were answered either Pass or Fail, hence I know how to score record. Here is my Append SQL statement as it currently works:
INSERT INTO tblAuditResults ( Question, Result, Comment, ACAPS, AuditDate, TeamMember, Auditor )
SELECT tblQuestions.Question, tblQuestions.Result, tblQuestions.Comment, [Forms]![frmAuditCreate]![txtACAPS] AS Expr1, [Forms]![frmAuditCreate]![txtAuditDate] AS Expr2, [Forms]![frmAuditCreate]![cmbTeamMember] AS Expr3, [Forms]![frmAuditCreate]![txtAuditor] AS Expr4
FROM tblQuestions
WHERE (((tblQuestions.Product)="4" Or (tblQuestions.Product)=[Forms]![frmAuditSelect]![txtVarProduct]) AND ((tblQuestions.Function)="3" Or (tblQuestions.Function)=[Forms]![frmAuditSelect]![txtVarFunction]));
This stores everything I need it to. But I cannot for the life of me get the statement to accept a value from a qeury and store it. I have tried adding another expression but it always just prompts for the value instead of pulling the value from the qryGetCalc.
Is there a specific way to have an INSERT statement pull a value off an active query?
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Apr 20, 2007
I know that it is bad form to store a calculated field in a table - normalization and all that - but I can see no other way around a need that I have.
I'm trying to make a database to store injury time for employees. If an employee is injured, he can do light work for a certain amount of time, but this light work need not be contiguous. But, the total time on light work must be known so as to see when it is used up.
For example:
Bob is injured on 4/1/06 and goes on light work on 4/2/06 until 4/5/06 (4 days). Bob is then taken off light work until 4/10/06 when he reinjures the same injury. This does not count as a new injury, because it is an aggravation of the old one. So, Bob goes back on light work on 4/10/06 until 4/15/06 (6 days).
So, I need to store Bob's total time on light work for this injury (10 days) so that I can keep a running total to check against the maximum for a single injury. All I can think of is to store the sum of days on light work as a field in Bob's injury record, but that means storing a calculated field in a table.
Am I missing an easy way to do this, or is there a method to do what I want that I am just not aware of?
Thanx for any help!
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Aug 10, 2007
Hi,
I know it breaks all the rules to store a calculated field on a table, but I've painted myself into a corner with the way I built this particular database, not good, I have repeating groups and basically the whole database is built this way. I need one form to store a calculated value on a table to solve a problem on a report that encapsulates the total of all the repeating groups. Before you start the lecture, I know I messed up, but this is way to far down the road to start over. Any help would be greatly appreciated.
Gary
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Aug 26, 2005
Hello All,
Probably trying to do the impossible.
Normally I would never (that’s a long time) have the results of a calculated field in a table, but I’m stumped.
Table1
TestID: Autonumber
Quantity: Number
Selected: Yes/No
Table2
SumID: Autonumber
TestID: Number, Foreign Key
Quantity Delivered: Number
Query1-Sum Query
Table2
TestID: Group
Quantity Delivered: Sum
Query2- Select Query
Record Sets
Query1 Table1
TestID-----------------------------------TestID
Quantity Deliverd Quantity
Select
Fields in Query2
TestID from Table1
Select from Table 1
Run Query
Can’t update “Select” field
So I’m thinking that I should create a 3rd query to update the summed Quantity Delivered into a new field in table 1. Which would in effect create a stored calculated field.
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Mar 7, 2014
I understand the conventional wisdom of not storing calculated values on the table, but I have a need to do do so. On my Input Screen I have a generated Certificate # derived from 5 single value fields keyed onto the screen. This certificate # is unique to those 5 single-value fields which should not be repeated. I want to store it on my Table as the Primary key with "no duplicates" so that if a keyer keys the same 5 single-digit values , thus creating the same Certificate #, he will get a MsgBox back telling him he cannot add a duplicate entry.
attached is my table and Input Screen.
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Sep 16, 2013
I have a score marking template for an internal audit. A criteria is either met, or it is not. All of these questions have Yes/No data type. each question has a weighting. I have written a VBA function to work out the total score by using a bunch of If statements.I need to store the final result in a table, by entering the answers (yes or no) into a form.
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Aug 15, 2004
Here is an example of what I was talking about re: private message and storing calculated fields. Any help is much appreciated.
Also I received your email in regards to a sample secure database but I am getting a "Memory could not be read" error when I try to open it. Does this have anything to do with how it has been converted to 97 format or is it an error at my end? (I've been able to open other dbases from the forum).
Thanks,
Dearnne
PS Thanks also for your help with adding to option groups.
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Jan 8, 2014
I know that as a general rule one should not store calculated values in a table, but if I need to include such a value on a number of forms, and calculating that value involves manipulating an ADO Recordset, does there come a point where the performance hit outweighs the design "quality"?
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Jul 26, 2012
I know that it isn't usually best practise to store calculated fields in a table, but in my situation it is necessary, and I haven't really found a good answer for this after searching these and other forums.
Currently my database has one "Name" field (I didn't make it like this) which might look like this "Jonathan (John) Smith"
Now I also have reason to grab the name like this "Smith, John" for other purposes.
I've set up a form for inputting new people with separate fields for firstname, preferredname, and lastname. I have the calculated fields:
=[fname] & " (" & [pname] & ") " & [lname]
=[lname] & ", " & [pname]
(Later I will add in all the iif's for if there is no preferred name)
Upon finishing the form, the user hits Submit, and I would like to store the concatenated values into the table in their appropriate fields.
I can do this with a SQL INSERT INTO statement but I'd have to add all 25 or so fields from the form, and injecting user input directly into a SQL statement is not best practice either.
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Mar 6, 2006
I have 3 values in unbound text boxes and a 4th text box that is calculating the sum of the first three text boxes, i need the result of the calculation to be stored in the field "Total Cost" that is also on this form.
Any ideas
Cheers Mikk
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Oct 7, 2005
Hey there,
I want to store a "calculated" value from a form text-box. By calculated, i simply mean that it is a textbox that contains the following Data:
=[MemberFirstName] & [MemberLastName]
Basically, the field is the Members Username, the text box is called "Username" and it needs to be stored in "tblMemberInfo" under "MemberLogin" so that it can be used externally for the website.
The value is only going to be calculated automatically by the form once, and then it wont need to be changed again, which is why i want to store it in the db.
Any ideas on how i'd go about doing this?
Cheers
Fatmcgav
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Oct 22, 2005
OK... My DB has began after looking at a few examples and after browsing a book called "Building Accounting Systems
Using Access 2002" A good book....BUT... One MAJOR item left out! The General Ledger. I have made the tables and forms to hold Vendor info, Transaction info, Job info, and a few others. Also have my forms to record checks and deposits, and record the distribution to different GL Accounts. My problem now is "How to build the General Ledger" My final goal will be to have a report that is a "Trial Balance" Showing all GL accounts, balances, and resulting in a final figure of zero. Thus being in balance.
So the question is... What is the best way to aproach this? All the info for the general ledger (at the moment) is input thru the "Checks form" or the "Deposit form" (a third to come will be for adjusting entries to the GL itself)
What is the common method? Using positive and negative numbers? A field for Debit and a second for credit?
Looking for someone to point me in the right direction before I get too far into it.
The DB is attached.... Lots of work and coding still to do... Everything is in a pretty basic form.. But it gives you a good idea of where I'm going. Any suggestions would be of value.
Thanks
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Sep 5, 2005
I have been searching the web for some examples of a double entry accounting systems made with MS Access. I havent found any that I can open... examine the tables, queries, relationships and everything else. Not that I am planning on spending a year or two building one :) But I want to know how to. So if anyone knows of any good examples please post the links for me. Thanks
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Sep 7, 2005
I'm looking for someone who knows a bit about this one... maybe done one before. I've started a DB for an accounting system, I've worked with MANY of these over the years, but from a user standpoint. Now I'm trying a shot at putting one together, just for a learning experience if nothing else. But I would like someone to take a look at the beginning structure of the DB and let me know if I am on the right track. Any input and suggestions would be helpful and appreciated. Keep in mind there is ALOT not here yet... and some loose tables for future expansion. I didn't want to get too deep into it and find out I need to make a major change. I'll post the DB.
Thanks
Curtis
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Mar 14, 2008
Recently I've been using QuickBooks, but I'm not very satisfied with it.
For one thing, it's got alot more features than what I'll probably ever be using. But, the main reason I don't really care for it is that there are things that it doesn't seem to be able to do "automatically", and with Access I think I would be able to add a new query and reports that would work as I want.
However, I'd hate to go through the steps of setting up an Access database if someone already had one that they'd be willing to share here. I've seen some topics here from 2006 and earlier, so I didn't want to go back and open them up again in case they were irrelevant at this time.
It just seems that Access would be a better way to go since it could be (somewhat) easily added to or modified as needs arose.
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Nov 8, 2014
I am trying to see if it is possible to store colors in a form or table and then reference them while in VBA. What I am hoping to do is when I write all my code for command buttons to change On Got Focus, instead of writing xxx.backcolor = RGB (255,255,255) i could do something like xxx.backcolor = Forms!HiddenColors!Command That way if i want to ever change the color scheme of the db, I can change it in one place rather than hunt lines of code.
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Apr 29, 2014
In my database (attached), I need to be able to store multiple notes for tasks performed in various cities -- each note has a small description (more on that at the bottom of this post). For the "San Antonio, TX" task, notes "Heartbleed" and "BAT Scan" apply. From what I understand, this is a many-to-many relationship which will require the use of a junction box. My structure is like this:
tbTasks
TaskID (PK - autonumber)
Task
tbNotes
NotesID (PK - autonumber)
Notes
Details
jcttbTaskNotes
TaskID (FK from tbTasks)
NotesID ( FK from tbNotes)
My mainform (fmTasks) is based off the tbTasks table; my subform (subfmTaskNotes -- continous form) is based off the jcttbTaskNotes junction table. The Master/Child link for the subform control is TaskID. In the subform I have a combo box bound to the NotesID field in the junction table that allows me to choose a note.
My problem: I also have a "Details" text box in the subform that I want to be populated with the description of the Note selected in the combobox mentioned above. For example: if I choose the "Heartbleed" note, then I want that "Details" field to be populated with "Mitigate vulnerability associated with CVE-2014-0160". I assume it has to be somehow tied to the "Details" field of the tbNotes table, but how to implement that. How do I get the Details text box to display the details for each note?
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Apr 24, 2014
I have a table with an auto number primary key field, and then several other fields, Address, Unit, Owner. I created a form with a combo box that looks up the Address from another table and populates the three fields when you click a record. I have it set to store the first value, (Address) in the table.
When I open the table, it appears as the primary key number, and not the address. It's very frustrating, as this happens a lot to me. What am I doing wrong? and how can I store the value I want, (Address) and not the primary key number?
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Dec 5, 2006
Is there any format that will allow a 0 to show as a - instead. It would be very useful for the situation that has arisen for me.
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Jan 20, 2015
I am fairly new to using access and am currently creating a database for a small bakery. They have new legislation whereby they have to list all their product ingredients and any allergens in the ingredients must be shown in bold.
So far I have 3 tables as follows:
Products (*ProductID, ProductName, Photo)
Ingredients (*IngredientID, Ingredient, Allergen)
Product_Ingredients (ProductID, IngredientID)
I have 2 forms set up:
one to input ingredients and a checkbox if it is an allergen
The other has a main form and subform to get ProductName, Photo and then a combo box in the subform to add ingredients.
Everything appears to be working ok but I have an issue with my subform. The combo box has no duplicates and lists the ingredients in alphabetical order as I require. However, if I view the subform separately from the main form I see that it is storing all the ingredients selected for each product. Therefore it is storing a lot of duplicate information.
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