Modules & VBA :: Financial Database - Loop Query Until Empty
Oct 4, 2013
I'm an accountant and I'd like to build my own personal financial database in Access. One thing I like about MS Money is the 'Forecast Cashflow' feature, which is based on a schedule of recurring transactions, amounts, next due date, and frequency. I want to replicate this.
So, I created a dummy database for the sake of learning the code behind this process. I've got 2 tables (but no microphone.
1) tbl_InitialPoint (which is my schedule of recurring transactions, amounts, frequency (in days))
2) tbl_Register (where I want forecasted transactions to wind up)
I've got 2 saved queries:
1) qry_MaxDate (looks for any transaction @ 'tbl_InitialPoint' and finds the last date of that transaction in 'tbl_Register'
SELECT MAX(tbl_Register.PostDate) AS LastDate, tbl_InitialPoint.Description
FROM tbl_InitialPoint INNER JOIN tbl_Register ON tbl_InitialPoint.Description = tbl_Register.Description
GROUP BY tbl_InitialPoint.Description;
2) qry_InsertTransactions (populates 'tbl_Register')
INSERT INTO tbl_Register ( PostDate, Description, Amount )
SELECT qry_MaxDate.LastDate + tbl_InitialPoint.Frequency AS DateSeries, tbl_InitialPoint.Description, tbl_InitialPoint.Amount
FROM tbl_InitialPoint INNER JOIN qry_MaxDate ON tbl_InitialPoint.Description = qry_MaxDate.Description
WHERE qry_MaxDate.LastDate + tbl_InitialPoint.Frequency <= [Forms]![HomePage]![DateHorizon];
And I've got a form called 'HomePage' that has
1) A textbox where I input a date horizon (this is where I want the eventual 'Forecast Cashflow' to stop
2) A button to start the process
It seems to me that qry_InsertTransactions needs to be run over and over (looped) until the query is empty. And it seems to me that this can only be done via VBA (not sure if I could structure my SQL to avoid VBA in this case, but I need/want to learn the vba to accomplish this).
I'm having trouble getting VBA to run qry_InsertTransactions a single time. I'm pretty sure if I could get the thing to run once I could get it to run through a loop. So, here's what I came up with.
Public Sub InsertTransactionsBttn_Click()
Dim db As Database
Dim qdfNew As QueryDef
Dim qdfInsertTransactions As QueryDef
Set db = CurrentDb()
[Code] ....
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Apr 30, 2015
Is it possible to run a loop through each record in query, but refresh the query in between loops?
The query I am looping needs to be updated before moving to the next record.
t can't figure out how to get the query to refresh before looping.
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Sep 2, 2014
I've set a database which has a table in which there are 2 fields "Account" and "Total Accounts". I want to have the amount of total summation of accounts in "Total Accounts" field of each record, which is the result of summation of "Account" values in all previous records till the current one. In order to do this purpose, I copied the value of "Amount" field of each record into "Total Accounts" field of the same record, at first. Then, I tried to add the amount of "Total Accounts" field of every record with just the amount of "Total Accounts" of previous one to earn the actual total amount of that record. I found that I need a VBA loop to do this query for all records (except first record) and so I code it as below, but it has the Run-time error '424' : Object required and it seems that I am in a mistake in definition of strSQL variable:
Code:
Private Sub doDataSegm_Click()
Dim dbs As DAO.Database
Dim rs As DAO.Recordset
Dim strSQL As String
Set dbs = CurrentDb()
Set rs = dbs.OpenRecordset("Table1", dbOpenTable)
[Code] .....
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Jan 29, 2015
I have a query that randomly selects records from my table:
SELECT TOP 6 *
FROM SM_Import
ORDER BY rnd(INT(NOW*id)-NOW*id);
I would like to loop through those results, and create emails
I can get one email formed (displayed) with the code below but don't know how to get both working together to display the (6) emails:
Private Sub Command3_Click()
Dim ol As Object
Dim CaSubject As String
[Code].....
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Jan 25, 2014
I am trying to export a table in access based on a unique field called Group_Name. Say my table has 100 records. 10 of those records belong to Group1, 10 belong to Group 2, and so on. What I want to do is export those groups individually to an excel file and have that file named somting like Group1_Premium Detail Report.
Here is the Code I have so far. I have a feeling I am close. When I run the code it does not seem to like strrsql2
Dim strsql As String
Dim strsql2 As String
Dim strfilename As String
Dim strpath As String
strpath = "C:UsersDesktopHome"
[Code] ....
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Nov 22, 2014
the below code works fine if i run a crosstab on a whole table however if i pass criteria to the crosstab e.g between [forms]![form]![txtstartdate] and [forms]![form]![enddate] it fails and returns null for every field? even though if set docmd.runquery "qryReductionByPhysician_Crosstab" this opens with the relevant data?
Code:
Set db = CurrentDb
Set qdf = db.QueryDefs("qryReductionByPhysician_Crosstab")
indexx = 0
[code].....
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Jun 28, 2015
I basically want to Loop through a query (or if not possible trough a table) and show the results in my form. For each record in the table I am doing additional checks when loading the form and showing that result accordingly. I do not want to do these checks in additional queries - I think it is more efficient doing it in the form directly. Here is the code I have:
Dim dbsSR As DAO.Database
Dim rstValQry As DAO.Recordset
Set dbsSR = CurrentDb
Set rstValQry = dbsSR.OpenRecordset("qry_val_tbl_ind_rec-rev_import")
With rstValQry
While (Not .EOF)
[Code] ....
The Loop seems to work because in debug it is going through it 3 times (the number of records I have in the query), but the result is always the same - it seems the above code is not checking / refreshing based on the individual query records.
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Nov 11, 2013
I have to write a code for my database,i have folder with files "pending Review" and a table with column "tblExcelLocation". when i run my database all the files from pending review folder goes to "tblExcelLocation" on a click of button.But,if the files already exists it should not insert those files and insert the rest.For this i tried to write a code but i think i m unable to do that .
Code:
Loop through files in folder
folderspec = "O:QA FilesQC ReportingPending Review"
Set fs = CreateObject("Scripting.FileSystemObject")
Set f = fs.GetFolder(folderspec)
Set fc = f.files
[code]...
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Sep 9, 2013
I have a form with 10 combo-boxes. Once user selects a value in CB1- CB2 becomes visible and active. I am trying to run a dynamic query- where the selection of the combo-box is used to select a column from my table called "dbo_animals"
To elaborate: CB1 contains the following values
Code : elephant, giraffe, bufffalo, tiger, lion
Once the user selects elephant in CB1, CB2 becomes active and I select tiger next. So the query becomes like. The process can go on and the user can select up to 10 animals
Code : **SELECT elephant, tiger FROM dbo_animals**
Problem: I am able to create the query with string manipulation- Unfortunately due to the way the loop through controls is set up- The query is unable to convert the text into a reference. If I hard code it as
tempquery = "SELECT [Form]![Animal Finder]![CB1] FROM dbo_animals" MsgBox(tempquery)
It looks like
Code : SELECT Elephant from dbo_animals
This is how I want. But, since i am looping through CB controls, I have it set up as
Code : tempquery = "SELECT" & " [Form]![Animal Finder]![CB" & i & "] FROM dbo_animals"
and this shows up as
Code : SELECT [Form]![Animal Finder]![CB1] FROM dbo_animals
Thereby giving me an error saying that the reference is not valid and asking me for a parameter value.
This makes sense, since it is unable to evaluate the text as a reference.
How do I correct the text into a reference? Or How do I build a query with adjusting columns based off selections from a combo-box and loop through the comboboxes in the form while auto-updating the query?
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Aug 16, 2013
Using Access 2010: I have a query with four fields: ORG_NAME, PERS_NAME_LAST, CountOfORG_NAME, and BdMbrCount. There are a couple hundred companies in the database with 1-7 people associated with each company. I need to number each person so that they have a number, 1-7 in the MemberCount field of my query.
I have my query connected to VBA code.
I have experimented with code that I have found on the forum, just to see if I could get something to work and I am getting “Undefined function ‘BdMbrCount’ in expression. I am trying to pass [ORG_NAME],[PERS_NAME_LAST] to my function and assign the value of BdMbrCount to a new field in my query, BdMbrCount.
Code:
Function BdMbrNumber()
Dim qdf As DAO.QueryDef
Set qdf = CurrentDb.QueryDefs("YourBdMbrsRRecognizedQry")
'Set rst = CurrentDb.OpenRecordset("SELECT [ORG_Name],[PERS_NAME_LAST],[CountofORG_NAME], [BdMbrCount] FROM YourBdMbrsRRecognizedQry")
Dim ORG_NAME As String
[code]....
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Jun 27, 2013
I am trying to loop through a query results to extract email addresses from a query result.
I have the following code
NameCriteria = Forms![MainMenu]![tbl_Course_Details]![Course_Name].Value
DateCriteria = Forms![MainMenu]![tbl_Course_Details]![Course Date].Value
Dim db As DAO.Database
Dim rs As DAO.Recordset
Dim sqlStr As String
[Code] .....
If i run this in access as a query then it returns results but when i run in there then it says no current Record and i cant work out why?
Someone on another post said that sql uses US date format so i tried converting to us date and still no results?
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Nov 1, 2006
I am trying to create a make table query that extracts information from another table based on its year and month.
The problem I am having occurs when it comes to selecting data across multiple years ie. April 2005 - March 2006. The table that contains the data has two fields that are year and month.
I have created a form to allow the user to enter the required years, but I am unsure how to get the query not to select duplicate months e.g. April 2005 and April 2006.:confused:
Any help would be appreciated.:)
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Jul 24, 2014
I am a relative newbie to VBA, and not very familiar with loops, but I need to add a loop to my function that exports a query with criteria contained in a bound ComboBox on a form. I've gotten my code to work fine without the loop, but I would like to export one file for each item "Team_ID" contained in the ComboBox without the user having to manually select and re-run the function each time. Here is what my code currently looks like:
Code:
Option Compare Database
Option Explicit
Public Function CreateQCChartsforReports() As Boolean
Dim qdf As DAO.QueryDef
Dim strSQLStatic As String
Dim BookName As String
Dim BookName2 As String
Dim intCounter As Integer
Dim cboCode As ComboBox
[code]....
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Jul 29, 2015
I have a part table summary with various quantities 1-1000 and want to create a new table where part number repeats with quantity of 1 corresponding back to the sum. If part 123456=20 then this would repeat 20 x and each record Qty=1
Start with summary
--================
Part Qty
111000 2
222000 3
End result all Qty=1
--================
Part Qty
111000 1
111000 1
222000 1
222000 1
222000 1
--================
I stared with a loop and was able to get an append query to work referring to the quantity value (3) for one record from tbl_temp to tbl_main, but not really sure how to advance through many records.
For n = 1 To [Forms]![MainScreen]![Text7]
DoCmd.OpenQuery "qry_Update_Qty"
'DoCmd.GoToRecord , , acNewRec
Next n
maybe a do while or some other approach?
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Aug 31, 2012
I have a query that includes several columns, one of those columns shows returns on investment as a percentage. I need to figure out the annualised returns on investment using the following excel formula
{=PRODUCT(1+B1:B24)-1^(12/24)-1}
This formula gathers the percentages for the last two years then provides an annualized amount.
I'm just wondering whether this is possible to apply to the query so that when I open the query it can provide me with the 2 year annualized statistics.
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Mar 11, 2014
I have to loop thru 2 recordsets.I need to first determine the quarter , then retrieve a value from each of the 6 fields for that quarter and compare that value against a previous years value that is also stored in the table for each quarter.the following is the field names not the field value.
Tier 1 2 3 4 5 6 PrYr
Qtr1 Q1T1, Q1T2, Q1T3,Q1T4, Q1T5, Q1T6 .385
Qtr2 Q2T1, Q2T2, Q2T3.Q2T4, Q2T5, Q2T6 1.25
Qtr3 Q3T1, Q3T2, Q3T3,Q3T4, Q3T5, Q3T6 .774
Qtr4 Q4T1, Q4T2, Q4T3,Q4T4, Q4T5, Q4T6 .333
if Qtr1 = Q1T1 = 0.44 Q1T2 = .50, Q1T3 = 1.45, Q1T4 = 3.00, Q1T5 = .25, Q1T6 = 6.0
So I need to be able to set the value of PrYR = .385 and compare against the value of the 1st qtr for each tier for Qtr1.Then go to Qtr2 and repeat the process but grap the Q2 PRYR value = 1.25 and compare against all Tiers for Qtr2.As so forth for each quarter.then I need to compare the value of the PrYr and if it is the following then
If PctYrlyIncrease< Tier1 Pct (Q1T1) Payout = 0
elseIf PctYrlyIncrease> Tier1 Pct (Q1T1) and < Q1T2 then
Sum(TotalNetUSExp * T1E)
ElseIf PctYrlyIncrease> Tier2 Pct (Q1T2) and < Q1T3 then
Sum( TotalNetUSExp * T2E)
and repeat for each Tier per Each Qtr.Here is my code so far:
Code:
Public Function BkOvrCalc(ByVal gContractID As String) As Long
Dim curDB As DAO.Database
Dim strSQL As String, strSQL1 As String
[code]...
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May 11, 2014
Here is the code:
Private Sub Form_Load()
Dim rs As Recordset
Set rs = CurrentDb.OpenRecordset("select * from tblpatient, dbOpenDynaset)
If Not (rs.BOF And rs.EOF) Then
rs.MoveFirst
Do While Not rs.EOF
' do stuff
rs.MoveNext
Loop
rs.Close
Set rs = Nothing
End If
End Sub
I have watched it step through on debug and it does everything right for the first record, but it seems to come back to the same record.
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Feb 23, 2014
I have a form where a textbox has shows the NameNo from the NameNo column in a db. At the moment I am using a dlookup to set the textbox = to the NameNo, but obviously this is only returning the 1st value in the column. How to get this form to automatically display each NameNo, creating a pdf of the form and then moving on tto the next nameno. I have the code to make the pdf working so far, all I need now is to figure out how to use the textbox to loop through all the NameNo's in the table.
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May 6, 2015
i have the following code to get file list from specified directory:
Code:
Dim db As DAO.Database
Dim TB1 As DAO.Recordset
Dim p As String, x As Variant
[Code].....
the field "File_Name " is not set to accept duplicate the above code work fine , but when it find the file name exist on the TB1 it return an error i need the code if find any error continue to retrive other files on the folder not exit loop and also i don't want to make check if file exist it will lower the speed of code
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Jun 4, 2014
Is there a way of looping through a non update able continuous subform, and using information from each line.
Which creates a new record in another table? so if there are 3 records in the subform it creates 3 new records in the other table and so on?
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Jun 30, 2015
why my access always go over the loop that I am declaring..Here is a sample of my code:
Code:
Dim rs As New ADODB.Recordset
rs.ActiveConnection = conn
rs.Open mySQL, conn, adOpenDynamic, adLockOptimistic
For lngProd = 1 To 5
[code]...
I get the error of access cannot find the tbl_data6. Where in the declaration I wrote 6??
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Aug 26, 2014
I believe this is most recurring scenario for all. Any simple way like:
Code:
For each file in folder.files
Msgbox File.Name
Next File
For your information the above code doesn't work
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May 15, 2014
Basically what I am trying to accomplish is uploading multiples file automatically into server. The code I am trying to use works great if the user wants to upload a single file manually because the code prompts you to choose the file and I am wondering if there is a way to tweak the code. here is the code I am using
Code:
Private Sub Form_Load()
Dim objFTP As FTP
Dim strfile As String
[Code].....
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Nov 18, 2013
this is a progress bar, what i need is, while execute loop (progress bar) but also execute next command = "LedgerExe:
On Error GoTo Proc_Err
Dim inti As Integer
Dim dblPct As Double
[Code]....
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Oct 3, 2014
I work for an insurance company where various (and multiple) discounts or loads can be applied to a quoted premium for one reason or another.
These discounts/loads are stored in a table with a corresponding customer ID, where each row represents an individual discount/load (labelled and ordered-by a 'Step').
Unfortunately, the resulting premium from these discounts/loads is not stored in the database and are calculated on the fly by the front-end.
I have a requirement however, to store the 'new' premiums based on the stored discounts/loads for a report.
My problem is that the calculations must occur incrementally one after another, where the discount/load at each 'Step' applies to the resulting premium from the previous calculation.
The attached spreadsheet is demonstrative of the existing table where two additional columns have been added to show you what I need to calculate. 'Price_Amount' represents the discount/load in monetry terms relative to the calculation and 'New_Prem' is the premium resulting from the calculation step.
Notice that each discount/load applies to the previously calculated premium rather than the original one (Original_Prem = the starting point from which all further calculations should apply).
The full table would include many more rows for different customer ID's, where the number of 'steps' could be as few as 1 or as many as 7 per customer ID (ordered by 'Step').
Having toiled for many hours in Access to achieve the above, I am now resigned to the fact that only some kind of VBA function will achieve my requirements.
This function should take the Original Premium for each CustomerID and loop through each 'Step' applying the relative discount/load based on the value in 'Pricing' and the number type in 'Price_Type'. Once the function has calculated each step per CustomerID and has reached the maximum 'Step', it should move on to the next CustomerID.
such can only articulate the requirements without being able to convert this into actual coded logic. Nonetheless, I am in a bit of a pickle with this one and am under some pressure to create the report.
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Aug 27, 2013
I am using to select and append data to an output table. Everything is working fine until the last step. The last step appends all the data to an output table from the initial table. The intermediate steps select the data to output.
"AddExpenseToOutput()" is stopping about halfway through the list of criteria. Initially I thought there might be a null in the list, but it doesn't look like there is after dropping everything into Excel to manipulate.
Code:
Option Explicit
Dim rstAccount As DAO.Recordset
Dim rstAccounts As DAO.Recordset
Dim CAccounts As String
Dim Item As String
Dim AccountKey As String
[Code] ....
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