I have a database tracking a budget. It is like a cash boom. I have deposit and make payments. Supplier, invoice# etc. I would like my form to show a running balance of my deposits and expenditure.
View RepliesCan anyone tell me how to get a running balance on a report. I know how to create a running total, by setting the "running sum" property of a text box to "Over all".
I can't however see how I can adapt this to give a running balance (as in a bank statement for example). Attempts to do so end up in failure!!
Many thanks in advance.
Peter
I am attempting to create a patient tracking database for a clinic I work in and I am stuck at one small but major part.
I have a parent form called frm_Patient_index. On this form you can enter patient details such as personal details, observations ect. I need to create a lab request form for certain tests to be performed.
I want so that a button on the frm_patient_index form opens a subform where the relevent tests can be requested via tick boxes. Now here is my problem I have managed to create all of that except for the information to be entered into the frm_lab_request automatically and get SAVED to its corresponding table. It will not save for me.
I can get the information such as Badge Number, First Name, Surname and DOB to all enter into the fields automatically but getting them to save to the table is not happening.
I have a query that have three columns invoice number, tran number and amount. What I would like to do is to sum the invoice number if they are equal. example:
new column
Invoice #: 1345652 50.00 50.00
Invoice #: 1345652 65.00 115.00
I have the same invoice multiple times, but the transaction number is different. so I need to SUM all the invoices that are the same.
Please help!!!!!!!
Hi
I haven't been on for a while. so hello everybody.
I am trying to keep a subtotal in a table. there is an index (actually its formatted text, but its a number and i can converted i.e. cdbl()). I was thinking that i should create one query with dmax in one column and and then use another one to show the value plus the previous value.
can anybody help me out please?
thanks,
Sam
I need HELP PLEASE!
I have created a table from importing the data from an Excel spreadsheet. Then I created a simple query using the wizard and adding all the fields that the table had into the new query.
Here is the problem...
I created a couple of expressions using the expression builder for a couple of the fields and I am stuck on how to create an expression for a running balance column.
For example: I have a QTY column (not calculated), a Price 1 column (not calculated), another Price 2 column (calculated with an "If" expression used to look-up a code in one column and if it meets the criteria then it would return a different price than what is in the Price1 column, and a Subtotal column. I need a Balance column (which would start with, for example, $10.00 and then deduct the subtotal amount.
QTY Price1 Price2 Subtotal Balance
- - - - $10.00
1 1.00 - 1.00 $9.00
2 1.00 2.00 $7.00
1 - 2.00 2.00 $5.00
I need very detailed, but very simple directions and fast. I have tried DSum (doesn't work) and every expression I could think of. I need this done in the query I started or in a new query. I don't have Access on this computer, so please sent directions versus a sample database.
Please Help...
I like to have my query splitting quantities and give me running/accumulating total.
See attachment as what I'm currently getting and what I would like to get.
I'm creating a Gym Database and need to be able to track attendance for specific classes. I need to have a system in place allowing me to do a register for attendance for each activity.
I also need to be able to calculate fees based on attendance. So if a person attended Gym 5 times in the month (£5 per session) and then Swimming 3 times in the month (£2 per session). My system should automatically calculate this based on the attendance tracking.
Also: In the booking stage, I need to have a field telling me how many spaces are left on each activity. Say for example I'm booking Person 99 in for Swimming and there is only 11 places left I need the field to display 11 places left. After that booking it should update saying 10 places left because Person 99 is booked in.
I am new in Access 2010 and need table design schema. I am creating a database to track budget changes within our organizations.
1. We have 3 division (West, East and Central).
2. Each division will have 5 Organizations (Office, Campus, Operations, IT and HR)
3. Each Organizations will have multiple sub-organizations
4. The budget start with the sub-organizations - which is break down by cost center and sub cost center.
This is the design I came up.
tblFiscalYear
tblDivision
tblOrganizations
tblSubOrganizations
tblCostCenter
tblsubcostcenter (budget table)
tblDivision --1 to Many --> tblOrganizations
tblOrganizations --1 to Many --> tblsuborganizations
tblsuborganizations --1 to many --> tblCostCenter
tblCostCenter --1 to many --> tblsubcostcenter
Is there a better way to design this?
I created a table in a budget database without a autonumber field. I then inserted a autonumber field after creating the form by inserting a row in the table which works fine in the table, now i want to use a text box on the form with BudgetID from the autonumber field to give me the total amount of records in the database but the autonumber field is not in the record source dropdown.
View 5 Replies View RelatedI am new to Access. I am creating a simple order/payment database.
I have tables for the orders and payments and have a relationship setup.
I created an order form with a subform for the payments.
[URL] .....
I currently have a database where new records can be entered in a "New Part" Form and Records can be viewed(but not altered) in a "Part Search" Form. The forms are the same except one is allowed to edit. I have also created another form where I am trying to search the "Part Search" Form via a tracking number. I want to have a text box where users enter a tracking number then click the button to take them to the record on the "Part Search" Form.
View 2 Replies View RelatedIs there a way to track changes made by different users to access tables? For instance if several users update or change data in various records is there a way to track when and what was changed (before and after data)?
View 1 Replies View RelatedI consider myself an intermediate ACCESS user and can get around it with little trouble with the help of the internet and the help file.
I am trying to design a database that is fairly simple in design, it is for tracking the status of documents at our work center. Basically we have personnel reports that are passed around the different people and different dates.
I have a main form that has the info on the person along with dates that it is due.
Then a sub form that has the date sent and where it went to.
My problem lies in that I want to keep track of the whole history of the document but when i print out a report or export the data to excel to put up in powerpoint I need to have just the most recent date sent only item.
I have 2 tables one with user info and another with the routing info with its own primary key along with a identifier key to link the primary and sub form.
Of course it is easy to create a report with the data to show all the different routing steps but not just the one with the most recent date.
Thanks in advance for the help.
I would like a field on my main switchboard that displays the last time the database was modified.
Simple question, and I can not find an answer anywhere.
Thanks!
Hi team.
I've had a bit of a search around the forums and haven't found this anywhere.
Does anyone have a sample issue tracking database for an IT department?
I don't have too much Access experience so am looking for a little bit of a headstart on this. It seems relatively basic though.
The fields I think I will be needing are the following:
Log No
Status
Priority
Type
Project
Raised by Person
Raised by Department
Description of Issue
Status
1 Active
2 On-Going
3 Hold
4 Finished
5 Cancelled
Priority
1 High
2 Medium
3 Low
Type
1 Bug
2 Enhancement
3 Other
Project
1 Lotus Notes
2 File Maker
3 Tumbleweed
4 Windows
5 Microsoft Word
6 Microsoft Excel
7 Microsoft Outlook
8 Adobe Acrobat
Raised by Department
1 Research & Development
2 Customer Service
3 Finance
4 Data Solutions
5 Communication Services
6 Production
7 Stores
8 Operations
9 Other
Would like to hear from anyone that has designed a database that can be used to track employee compensation on a year to year basis. I am current designing a database to do just that but I'm having a hard time deciding on how to setup the tables. What they use this for is yearly reviews so I need it to be able to pull data from prior years and the current year. I've designed one but don't think its going to work for me. Just interested to see if and how someone has done the same thing.
Thanks,
Chester
Hello,
I am trying to figure out how to setup my tables. The tracking system i am trying to create will have these information:
the Tables will contain these information
- Package number
- Received date
- Sent date
- How long have we had the package
- Status (Sent or Pending)
I will also need to figure out who received and sent the package
- Employee name
Please advise if I setup the tables correctly.
I will also need to query these info:
- all packages received 3 days ago
- how many packages an employee received and sent
- How many sent or pending
Thank you for your help.
Hello Everyone,
I've been looking at all the fine db samples and advice provided in this forum and they are giving me a huge boost in my new job as a DB Admin. :D
Since this forum has a very active group and you guys know and done it all, ;) I thought I would ask if anyone out there has done or could give me an idea on how to buid the following db:
I need to create a db that will keep track of a specific item from the moment it comes in 'til it goes back out. This could be weeks in the process.
What happens is that this is a program where people donate old worned out wheel chairs and they get totally overhauled. As the chairs come in they need to be tracked from start to finish to see where they came from (Somewhere in the USA), what process it took to overhaul it (ItemID and Current location [Storage, Repair BIN, Repair Table, Completed Tabe, Outbound Table, En Route to Destination, etc] and status [For parts, fixable, paint room, repair room, completed]) and where they were donated to, a city in some foreign country (Africa, Asia, Mexico, South America, Etc.).
If someone has something I can use would be great, but if not any idea on how to do it best, would be greatly appreciated.
Thanks!
René
Our office needs a way to track reports that are due to us, so I'm trying to build an Access database to do that. What happens is this...
We put out a weekly tasking document (called an AFCTO) every Friday that tasks our outside agencies (units) to do various things. Each task in the AFCTO directs a single unit to do a specific thing. Units may be tasked multiple times in the AFCTO (one-to-many relationship), but each task only applies to one unit.
Some tasks require the units to send us reports on the status of that task, while other tasks don't. The reports that are due can occur at different frequencies. For instance, some tasks require our units to send us reports weekly on Thursdays; other tasks may require reports to be sent to us monthly on the 1st; other tasks may require daily reporting.
Now, with all that said, we need a way to see what's due to us each day. What I would like is a report that displays what's due for this week, similar to this:
So far I have a very rough mockup of what the form should look like (fmAFCTOTasks in the attached db):
The user can type in the AFCTO Task Number of the task, the start and end datetime group, the unit assigned to that task, the task desc, what type of report is due, what triggers the report, and the frequency at which the report is due. Reports can have one of two triggers...
1) event driven (something happens that requires a report to be due), or
2) date driven (report is due on certain date or day(s)).
Obviously if a report is event-driven, then there will be no frequency or date/day associated with it. How to structure the tables and the form.
how to build a construction submittal tracking database.. im doing all this in excel but i find it very hard to trace the data that i need.. i have a form where all the data is inputed.
View 11 Replies View RelatedI am developing a database for a friend and have all the relationships,
tables, forms, queries and reports working well. I used the orders template to
build this and just made a few changes. I have an orders form with an orders details
subform that works beautifully. There is also customers table, employee table,
products and inventory table. The inventory table has product ID, units in stock and reorder level
as the only fields. I need an easy way to have the orders detail form decrease inventory as
items are ordered and also some sort of way to enter restock. Can anyone offer advice that a
beginner can understand in regard to this?
I wrote an update query that he can run that will subtract the qty ordered from the units on stock
for orders with order date >= whatever date he enters, but if he enters a date he's previously updated it will update those records again. I think this is not a good way to go but the only way I could accomplish. I have him using the same order entry form with customer name Restock to add items to inventory by putting an if then else statement in the before mentioned update query. This just adds to inventory if customer name="Restock" else the qty ordered is inventory units in stock -qty ordered.
I'm sure someone can suggest a better way. A friend mentioned dsum function but can't explain how to apply it in this instance. Thanks so much!!!!
I am looking to create something called a "transactional" database that tracks historical information.I want to track and keep a record of employees at my organization who have had disciplinary action. We currently have a 5 step approach leading to termination.Eg. Step 1: receive Letter #1 Step 2: receive letter #2 + manager meeting step 3: receive letter 3 + manager and director meeting, etc etc.
I believe this is transactional because for each employee, we would need to see when they received the letter in the past, and an employee may receive two or three "step 1 letter 1" notices due to whatever circumstance.I stumbled upon this database and I found the bottom part where you Add/Edit Employee is what I am looking to do...except I can't Design view or anything to see how all this cool stuff is done! The link is: access-programmers.co.uk/forums/showthread.php?t=154187
Essentially, I want to create a user friendly database like the link above where a clerk/admin assistant can open Access, search for an employee by name or department or manager, and then be prompted to add information such as Letter #2 delivered, manager meeting occured, employee signature, etc.
I am working on a project where I am creating a database that tracks open orders (old and new orders that still need to be billed but haven't been billed for one reason or another).
I have my "Master" table built and now I need to create 2 queries, one query retrieves the Top 20 orders based on value and that are older then 30 days and the second query is to retrieve the Top 100 orders based on the same criteria but the Top 100 query should not include the orders that appear in the Top 20 query.
My Top 20 query is below
SELECT TOP 20 MASTER.COMBO, MASTER.[Customer Name], MASTER.Status, MASTER.CCD, MASTER.Area, MASTER.[Order Type], MASTER.[Order Value], MASTER.AGE, MASTER.ANALYST, MASTER.COMMENTS
FROM MASTER
WHERE (((MASTER.AGE)>=30))
ORDER BY MASTER.[Order Value] DESC , MASTER.AGE;
I have tried multiple ways to do the Top 100 query and exclude what is returned in my Top 20 query but so far no success.
I am designing a shipping container tracking system for my work and would like to know what the best design is for this.
There are many excel sheets that provide data on the status of containers along the supply chain i.e. shipping schedule, data from the logistics supplier showing status at the wharf, data for movements on our site etc.
Each container has a unique identifier according to what stock it carries and also a container no. designated by the shipping line. I was planning on use the first one as a primary key.
My first instinct was to have a main table that contained all of the information, with queries that updated the fields from the other data sheets.
I have a bound form with a few fields. I would like to run a sub after some of these fields are modified, but not others. I would like it to run only once, after user finishes his work on the form.
When using the Unload event - the form on the form is not there anymore (or did I get something wrong?).
Is there a way to trap Data on form just before the form closes?