Huge Report With Visits Per Customer - Get Information Of Last Visit
Dec 2, 2013
We have a huge report in our company that includes all our customers, all the visits done by our sales reps, all the products they have and if a product was out of stock in the visit or not.
I want to create a querry that exports a table with 3 columns:
1-->customer
2-->date of last visit
3-->average of out of stock products on the LAST visit
I tried to make a pivot table, managed to grab the last visit (setting the date to maximum) but the average of out of stock products were aggregated totally and not for the last day.
How to handle this in MS access 2010?
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Dec 2, 2013
we have a huge report in our company that includes all our customers, all the visits done by our sales reps, all the products they have and if a product was out of stock in the visit or not.
I want to create a querry that exports a table with 3 columns:
1-->customer
2-->date of last visit
3-->average of out of stock products on the LAST visit
I tried to make a pivot table, managed to grab the last visit (setting the date to maximum) but the average of out of stock products were aggregated totally and not for the last day.
how to handle this in MS access 2010?
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Jul 17, 2006
Oh my gosh, how frustrating! I'M TRYING (so desperatly) to create a report that will show me how many outstanding inspection visits to a business. I don't know if i'm going in the right direction but, i've created the report with a date range form. the main purpose for this report is to show me how many visits I'm behind by typing in a date range. For example i want to know how many outstanding i have between 1/1/05 to 1/1/06. Visits are done annually. so i need for it to pull up the ones that weren't done. it's complexed for me to elaborate on it so i've attached it..
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Feb 5, 2007
Hi,
I want to record and show some referral info.
I would like help on where to record and how to show the info.
I want the infor to be shown per contact, in the contact details screen.
See below for details.
http://img506.imageshack.us/img506/5707/accesscontactdetails2ej4.jpg
I am really struggling doing this.
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Jul 13, 2006
What is the best way to handle Domestic vs. International customer information?
Such as Address and Phone Numbers.
Here in the US, we format like so:
Phone:
(888) 888-8888
Address:
Address1
Address2
City
State
ZIP (5 digit number only)
I know this only works in the US, what is a good model to use for allowing international information entry?
Is this post going down the right path: http://www.access-programmers.co.uk/forums/showthread.php?t=66149&highlight=domestic+international
Or is there better suggestions on the matter out there? Thanks!!!
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Apr 24, 2013
I have a sales form that contains a combo box lookup to tblCUSTOMERS. It allows me to select a previous customer if that person is already entered into the system. If the person is NOT in the system, a form pops up to add the customer into the table.
What I need to know is, if the person IS already in the table BUT their address etc. has changed, what is the best way to get to that record to edit it? I'm THINKING a button with a command to go to that customer's profile.
What is the code to open a form to the customer selected in the drop down.
the customer name field is CUSTID
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Mar 12, 2014
I am working on a database for a Skip Delivery Company, I have all relevant tables and Forms done and can add customers and so on. I have a field name in my Skips Delivered table called Delivery Docket which contains a long list of customer dockets. What i want to do is, be able to retrieve all customer information (such as Customer Name, County, Location, Phone Number and so on ...) on my Skips Delivered form by just entering the docket number on that form. I'm thinking i need an SQL Statement somewhere?
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Sep 7, 2012
create a check on a feild(customer id) of customer table in MS Access , as "Customer ID is of 8 characters, the first 4 are alphabets and the last 4 are digits"
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Dec 11, 2013
I have a Table Sales - that lists customer and order information
Most of the customers are new - is there a way to populate Customer Name Table with a new entry each time a new customer is input into the Sales Tale
(Without having to add the custome to Customer Name Table - then going to Sales Order)
OR
Failing that - is there a way to use a list box that points to Customer Name Table (and if it doesn't find the one you want, will allow you toadd a new record) In the SAME form as you use to add to Sales Table.
So:
Date (textbox linking to form.Sales) Customer Name (List Box linking to form.CustomerName + adding the info to form.Sale)
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Dec 14, 2005
I'm making a pop-up form for a certain of clients who require advocacy. I'm including a screenshot.
The thing is I don't necessarily want the form to go to a particular record, but rather be null until lastname/firstname field is filled in. I've written code to look up if there's already a client on the file and thus use that file, but am stuck when if there's none, and it's a new client, how do I make it so a new file is created?
Currently, the lastname and firstname's record source is a query looking up the corresponding fields in the related table.
Also, should I do something special for form's load property to ensure that no new record are created until lastname/firstname has been filled in?
Private Sub LastName_AfterUpdate()
If IsNull(DLookup("advocacyid", "advocacy", [me.lastname=advocacy.advocacyid])) Then
DoCmd.GoToRecord , , acNewRec
Exit Sub
Else
Let Me.AdvocacyID = DLookup("advocacyid", "advocacy", [me.lastname=advocacy.lastname])
Let Me.FirstName = DLookup("firstname", "advocacy", [me.advocacyid=advocacy.advocacyid])
Let Me.LastUpdate.DefaultValue = DLookup("lastupdate", "advocacy", [me.advocacyid=advocacy.advocacyid])
End If
End Sub
Screenshot:
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Dec 24, 2011
I have a DB set up with a debtors table (Customers) and a Customer Contacts table, I was thinking of combining these two tables into one.Most of the Debtors are companies, but a few are actual people. With the current setup, i need to have both a debtor and a customer in two different tables, but with exactly the same data.
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Nov 15, 2006
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Jun 28, 2005
Hi All.
I need to calculate how many visits per month. What formula in a query I need to use to calculate the same value of DATE field.
Thanks.
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May 31, 2005
Is there a popular way to show when records are updated, with something like a text box with Now(), please, Gurus?
It needs to be automatically enacted. (A box that they complete themselves gets quickly forgotten.)
Then if the Client refers to records changed on such and such a date, I can find them instantly.
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Jun 28, 2005
Hi All.
I need to calculate how many visits per month. What formula in a query I need to use to calculate the same value of DATE field.
Thanks.
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May 22, 2012
I am trying to create a database for a clinic, and am severely stuck on how to input appointment dates for individual patients.
I have been using the 'student' database from office.com as a template for how to save the dates (given that appointments and attendance are exactly the same!), however, even after following what has been set up in the 'student' template database, I can't seem to replicate it.
Every time I add multiple visit dates for a specific patient, these exact dates show up for every other patient in the database. I need to be able to add different dates for all the different patients.
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Dec 17, 2014
l have a database for recording patients visits in a hospital,in addition for "serial" field I want to make "fileNumber" field which represents a continous serial number changes everyday but of course all visits in the same day have the same filenumber as in follows..
Ser-----Date----------FileNum
===========================
1-------17.12.2014------1
2-------17.12.2014------1
3-------17.12.2014------1
1-------18.12.2014------2
2-------18.12.2014------2
3-------18.12.2014------2
I cannot depend on date (I think) in the desired code because I want to skip weekend and holidays so FileNum continues after weekend (Friday) from the last number as follows..
DayOfWork----FileNum
===================
Sat---------------1
Sun--------------2
Mon--------------3
Tue--------------4
Wed--------------5
Thr---------------6
Fri---------------off
Sat---------------7
Sun---------------8
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Feb 20, 2006
Hello all:
Every week I download new information into a table. The download has all the information, but the table will spill out any information from the download that is already existing in the table.
How do I print a query or report right after the download, that will provide a list of the new information just downloaded.
Thanks for all your help!
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Jan 18, 2006
I have a form with a list box that shows a number of reports that are ultimatly built from queries.
Depending on what information I have put in, some of the reports will not show any information, which is fine. Is there a why that I can tell the report to open only if there is information present or maybe change the colour of the name of the report in the list box.
This sounds a bit complicated but hopefully I have explained enough for someone to help, thanks in advance.
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Mar 16, 2008
I have a report I am generating with the design wizard. It uses 1 Query and all the information I want and order is correct when its finished. However, there is more information then what I want to display (I choose it to sum up everything, but I want to get rid of the thing that says 'summary of blah : 3 records) and I want to move the sum label to the far right and change it to total.
However I am finding out that any attempt to modifying the report in any way is changing my information. When its correct and working the report is 24 pages, each client has 3 sub types that come up and shows totals. However, if I make something invisible, move a label, change the text in a label or ANYTHING, then my report is completly screwed up, it drops to 3 pages, and loses all but 5 clients and only 1 sub type appears.
Why is modifying the report doing this?
Edit: its access 2003
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Apr 2, 2007
Hi all - I'm new here and am very glad to find this forum for some help!
I've been using Access for several years and I do the same type of reports over and over and all of a sudden I'm having trouble.
I typically modify existing queries - changing the name of the department in order to pull up their info - and then I format a report and modify that same report over and over with the "Properties" key where I pull in the new query info and then use SAVE AS to save the report with that department's information.
For the first time ever it will not let me SAVE AS with the new info. Sometimes it just does nothing at all - appearing to save but then the report isn't there - sometimes giving me a pop up box that says it couldn't find the search key - I don't even know what that is!
I can SAVE AS with queries, but not reports. HELP!
Thanks!
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Dec 11, 2007
I have a patient information database which uses a filtered form to show records for only one patient at a time. All the records in the database are linked together using one number, the patient's unique identifier.
I have designed a report which draws information from separate tables and generates a complete summary of information. This report depends on having the ID number of the patient to generate the report.
Originally, I had envisioned having a command button on the data entry form, which would then automatically take the ID number from the form, and generate the report. Though good in theory, it never worked out in practice, as I could never figure out how to make it happen.
Is there a way to design a macro or some other thing that would take the ID number from the field on the form, and use it to generate the report? Currently, I have it configured to prompt me for the ID number. When I enter it manually, the report is generated perfectly.
Thank you in advance,
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Oct 9, 2014
I need to split out information in a report and I'm not sure how to do it.
The report is based on the following query:
Code:
SELECT tblHazardClass.HazardClass, Product.ProductName, Product.Package, Product.Size,
tblStoreProducts.Cases, Product.Units, Product.ReportUnits, tblStoreInformation.StoreName,
(([tblStoreProducts].[MaxUnits]*[Product].[Size])/[Product].[ConversionRate]) AS QOH, tblStoreProducts.StoreKey
FROM tblStoreInformation INNER JOIN (tblHazardClass INNER JOIN (Product INNER JOIN tblStoreProducts ON Product.UPC = tblStoreProducts.UPC) ON tblHazardClass.HazardKey = Product.HazardKey) ON tblStoreInformation.StoreKey = tblStoreProducts.StoreKey
WHERE (((tblHazardClass.HazardClass)<>"NON-HAZARDOUS"))
ORDER BY tblHazardClass.HazardClass;
My issue is that the products can have a PhysicalState of 'L' (liquid), 'S' (solid) or 'G' (gas). As of right now, only one of the HazardClass entries has multiple physical states (L or S).
My report details each product in the hazard class and totals the amount of that hazard class. Obviously, one cannot add gallons to pounds and come up with an answer that has any meaning whatsoever. How to have the report total the S and the L within a hazard class separately.
Do I do this within the query, or within the report itself? I've already considered making 2 separate Hazard Classes for the one in question (Corrosive). However, since these Hazard Classes are official classifications per the International Fire Code, that's not really an option.
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Oct 10, 2014
I am trying to get some totals on a report, but the totals are from a table that the form is not related to as such.I am trying to get a textbox to show how many records in a query match the given criteria and show me the number of records that match. I was thinking DCount, but not sure if it will work?
I have a query called 'VehiclesAllocatedToday' which is already filtering records to show only those allocated today. On a report that shows Unfit Vehicle (and is related to a different query), I would like a text box that shows me how many records there are where the text "Type One" is in the TypeRequired field.
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Mar 16, 2005
Hi there
This im sure is an easyone to most of you but for me I cant find away around my problem!!
I have a form I use to enter infomation and I have also made a report that I am trying to get the infomation from the form onto the report.
I would like to have a command button on the form that once I click it, it then prints out the report.
How do I get the information from a form to a report as when I have tried doing this myself it only allows me to use information from a query or table.
Any suggestions would be great for this newbie!!!
Thank you
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May 28, 2013
I have a Table with Emp_ID and Details of my Employees. I have created a query and set parameter [Enter Emp_ID]. When I pull up a report, I get a pop-up and it asks me for the Emp_ID. When I input same, I get the information I need. Everything is good so far...
My Question... I have designed a report when user will need to enter Emp_ID and click on a button and they will get the report "EMPReport" without having the pop-up window asking for EmpID.
I have been using the below code but I get the pop-up again and I need to enter the Emp_ID again to view the report
See below Code:
Code:
Private Sub Image11_Click()
If IsNull(Me.Emp_ID) Or Me.Emp_ID = "" Then
MsgBox "You must enter an Emp ID.", vbOKOnly, "Required Data"
Me.Emp_ID.SetFocus
Exit Sub
End If
DoCmd.OpenReport "Rpt_HR1", acViewPreview, , "[Emp_ID]= " & "" & Me!Emp_ID & ""
End Sub
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