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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Oct 21, 2015
So I have a company where the bonus amount for a calculation can change quarterly - if a person accomplishes 50-100% of plan they get that % of their bonus amount.
I have that working on a variable detail DB where the historical data is correct for the report.
i.e. if I want to look at January - the report looks at the requested date: January and calculates using the bonus number from the last update made before January (year is also factored in)
So: January 2014 if they make 50% of plan and their bonus is $100 this month - they receive $50
Good - no problem
NOW: Every year the formula on the report Could Change - so next year if the person makes 50-100% of plan and 30% of secondary plan - they get 30%(% of Bonus)
So now: January 2015 if they make 30% of secondary plan and 50% of plan with $100 bonus the report would give .30*(.50*100) = 15
I can change the calculation on the report - BUT then how would I go back and accurately show what they got in January 2014
Would it require a different report per year?
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Dec 8, 2014
I had set Data Entry to True in order to always default to a blank record. However that locked up my ability to use the arrows to navigate between records in the database. Is there a work around?
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Aug 11, 2015
I want to give the user the ability to run a report but display records based on different user defined time frames. So when I run the report it allows (on the Enter Parameter Value prompt) user to enter 30, 45 60 etc (to represent days). The report then looks at all records with a start date in the next x days based on what user enters
For a separate report, I want to be able to run the same report but give user (based on drop down) ability to view all reports or only those from today's date only.
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May 31, 2013
Lets say we have 100 documents. 30 of these documents contain the same exact set of instructions that i want to update/change. what options would i have that would allow for this 'mass update' so that i can change that specific instruciton and every document with that line would be updated to reflect it?
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Feb 23, 2013
i orginally thought i should do this in excel but i think when the dataset becomes larger and i want to eventually get it on the web - i thought its access i need?
i have created a mini dataset as an exmaple of what im trying to explain..i have in first column the objects, and columns after this are the elements needed to make the object (i have just labelled the element titles a b c etc - there will be LOTS of elements once i get the dataset created). so if i had a red blue green cream elements - a search would bring back both lights and lamps that i am able to make.
object A B C D E F G H
lights red blue green cream
lamp red blue green cream
garage red blue green cream yellow brown purple pink
house orange white green blue red black
garden orange white green blue red
garden house orange white green blue red
is there a way of creating a search lookup to this kind of information? a form which you type the criteria in and it brings back what you can make? if i was one element away from an object could I use a wildcard function to say, if you had black you could make a house?? etc
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Mar 12, 2014
My department and limited the users to only specific tables based on their need and role. However, users have expressed the need to view past work. I do not want to give them access to the table - I am thinking that there should be a way to create a report that shows the data, but how would I set up a search filter option so they can find the one record that they are looking for?
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Aug 17, 2014
I have just noticed when I open one of my forms . the database window becomes inactive and I cannot open another , form , report etc.
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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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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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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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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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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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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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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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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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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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May 18, 2005
I support a database for some users who don't find the built in search function (ctl+f) to be useful enough.
The main data entry form of the database has fields for subdivision, lot number and address, any of which they may use to find the record they want. They're requesting that I add two types for searching:
* select sub and/or lot number as search criteria and have the selected record populate the screen
* type in a freeform address and have the record populate the screen
I'm debating about what the best approach would be to do this. Should I have a command button which opens a pop up form with the fields? If so, what is the code I will need to take the data selected/entered on the popup, run a query and then populate the underlying form? I think I need to pass parameters but I'm inexperienced at this so I need some guidance.
Also thinking that if I do create a popup form that I'll use it in the open event on the data entry form as well.
Thanks.
:confused:
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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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Feb 20, 2008
Hello,
I have a database with a huge table on the back-end, and then I want to set up various front-ends that will only show particular records that a user is interested in.
I notice that, when I query the big table without any join, I get all the records and also a space for entering a new record--that's what I want. But, when I add a join that serves to filter the records to the ones the particular user would be interested in, the space for entering a new record goes away. This is the case whether I view the query itself, or the form that uses the query.
Does anyone know how I can keep the ability to add new records while also making the query a bit more complex?
Thanks in advance.
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Feb 2, 2007
Hi Everyone
In Access 2007, we are able to use a multivalue field, however I don't see the functionality for it anywhere, anyone else notice this??
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Jun 16, 2015
From a Access database that I inherited. Users used to be able (from a form) run a query and then add data (i.e, new rows). But now that the the database is split and the backend is on MS-SQL, they no longer can do this. I do not think this will be possible. I think they will have to add data directly to the table or have another form for adding data.
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Jan 17, 2014
I created a query that shows the Student ID, First Name, and Last Name.I then created a split form from the query.Finally I added an unbound text box called search with a button next to that has a macros within it:
Code:
[LastName] Like "*" & [Forms]![SearchID]![Text14] & "*" Or [FirstName] Like "*" & [Forms]![SearchID]![Text14] & "*"
1. I love that it searches for the name you type in and displays the record
2. What I don't like is that you can edit the record.
I tried to set the AllowEdit in the form properties to no but that also took away the ability to type in the search text box. Is there a way to allow typing in the text box but not allow changes in the record?
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Oct 14, 2014
I have Server Inventory Database where everything is entered manually. I would like to add the ability to automatically update some of the data.
Ideally this would be done via querying WMI and inserting the values retrieved.
I would like to be able to have a button that when selected would query WMI of the server that is currently being viewed and update whichever records I define.
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Feb 22, 2006
I have a very simple Access database that contains a form where users enter sheduling information...I wish to limit a group of users to be able to read this information only and not modify or add to it.
The tables are in a back end mdb. The rest is in a front end mdb. And the users actually use the mde file when working with the schedule.
What in your opinion is the least complicated method for providing some users with the ability to add/modify and some with read only.
Thank you.
Suzanne
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Feb 4, 2007
in a Dbthere are 2 fields which contain 'matching' data. (there are other columns too)
A Genesis
B Exodus
C leviticus
D Numbers
E Deutronomy
I want to shuffle both columns so they are both randomly mixed up
B Numbers
A Exodus
C Detronomy
E Leviticus
D Genesis
How do I do it?
I have explored the random function but that randomises the records but keeps each record intact.
I then want to print these two columns to a report which numbers each line - easy enough once I have the query BUT I want to print an 'answer page ' at the end of the report which will look like this:-
1 B Numbers (5)
2 A Exodus (1)
3 C Detronomy (4)
4 E Leviticus (3)
5 D Genesis (2)
I thought of appending a unique ID string to each pair and only displaying the first part of the string e.g
A@1 Genesis@1
etc and I can do this but maybe there is a simpler way.
Lastly supposing I would want to keep the order of column one and only shuffle column two?
Thanks for any advice!
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