Modules & VBA :: Loop To Do Rolling 12 Month Average

Aug 13, 2013

May be VBA is a better solution for this:

Say for Material A: I need Access to see that the 1st date is 05/01/2013 and say 365 days out or 12 months (05/01/2013-04/01/2014) the average is 158.6 then 06/2013-05/2014 the average is 146.667 and so on.

Every month is not going to be listed in the results, if there is no month then assume 0.

Sample data attached.

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Rolling Average

Sep 15, 2005

Is there any way i can calculate a rolling average for a field in a record, based on the 10 previous records?

Cheers,
Ben

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Queries :: Rolling 12 Month Query - Keeping Track Of Orders Placed For Given Part Number By Month

May 5, 2014

I am trying to create a database that will keep track of the orders placed for a given part number by month. Currently, my table houses the part number, and the ordered amount for the past three years by month (there are thirty-five columns for every part). My column headings are ORDER_MAY_2013, etc. I would like to set a query up that will look at the column headings and pull the amounts ordered for each part for the past twelve months. In other words, I have three years of data in my table. In my query, I just want one year. However, I don't want to have to rewrite the query every month so that it will pick up the new data. Is there a way to accomplish this?

Is there a better way to build this database? I thought about just have four columns in my table - PART_NUMBER, ORDER_MONTH, ORDER_YEAR, ORDER_AMOUNT. The only problem there, is that every part (there are about 450 parts) would have to be listed 35+ times. That seemed too redundant to me, so I built the table this way. However, now I am having trouble querying against it.

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Rolling 12-month Total

Feb 25, 2008

Hi all,

I have a problem creating a query calculating a rolling total based on the last 12 months grouped by product.

The table:

Product no. / Period / Gross Rev / Clients
810 / 01-01-2006 / 1.000 / 10
810 / 01-02-2006 / 1.000 / 10
...
810 / 01-01-2007 / 500 / 10
990 / 01-01-2006 / 1.000 / 10
990 / 01-02-2006 / 1.000 / 10

From this table I want to create a rolling total so that the rolling gross rev of product 810 MAR07 is based on APR06-MAR07 data. The same applies to the number of clients. Is this possible?

E.g.
Rolling sum of clients in OCT07 = No. of Clients (NOV06+DEC06+JAN07+ ... +SEP07+OCT07)
Rolling sum of clients in JUN07 = No. of Clients (JUL06+AUG06+ ... +MAY07+JUN07)

The problem is that the output has to be a table/query (a complete list) with following data:
- Product
- Period
- Gross Rev (prenst)
- Clients (present)
- Rolling Gross Rev (last 11 month + the present)
- Rolling Clients (last 11 month + the present)

The table is to be exportet to Excell and used in a pivot.

I have tried using the Dsum function but I have only managed to calculate a running total (not based on the last 12 months). Can somebody help me here?

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Rolling 12 Or 6 Month Query

Sep 22, 2011

I have a date field "yyyy/mm/dd"

The data is back up til 2009, but i only want to bring a rolling 12 months of data.

What should my query look like in Access

I did

Month()-12

This gives me an error Message ...

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Using A Do Loop To Calculate Average?

Jan 17, 2014

I'm trying to understand loops but I'm not making any progress. I'm trying to write a loop to calculate the average of the past 10 Values including the current Value. This is what I have so far.There are also Fields for "Date" and "Time" if that is useful.

[code]
Dim index As Integer
Dim RollAveTotal As Long
Dim CurrentValue As Variant
Do
'There are 4 possible Grades. I only need "Grade 1"

[code]

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Group By Month Or Develop Monthly Average?

Sep 2, 2006

Hello, all.

I posted this about a month ago, but at that time I was running myself ragged and through too many problems at once. I stepped back and made some good progess. I put this in the General forum because it could encompass VBA, queries, and reports

I have a main report (Percentage Report) that has 4 subreports in it. Each subreport is based on a query that's run from three other queries. Its a neatly tangled mess, but it works fine.

The queries all count and calculate percentages for a pass rate of inspections on maintenance. There's an over-all/basic percentage that simply totals everything and divides for a percentage. There's also a "maintenance" percentage that only takes into account inspections done on maintenance (as opposed to various programs and processes.) Those both work fine for any given time period.

The third (and final) percentage deducts 0.5 points for each of a specific list of inspections (safety and other violations.) This works fine so long as you're only looking at a month's worth of data. The problem comes when you want to view any time period larger than that (quarter, semi-annual, annual.)

Basically, you end up subtracting a sum from an average and you end up w/ totally inaccurate numbers. I just can't quite figure out how to effectively either group by month or how to average the deductions based on the months covered.

I just finished completing this whole thing, and I'm pretty much done for tonight. Any help would be great.
----------------------------------------
Key words: sum totals, report grouping, report conditional format, alternate row colors (greenbar), count, calculate, percent

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One Query To Return Either Records Within "Date Range" Or "12-Month Rolling"

May 25, 2005

I have a query that selects usage records from a table where a data field falls within a rolling 12-month period that ends on a month and year selected by the user on a form.

PARAMETERS [Forms]![frmReport]![cboMonth] Short, [Forms]![frmReport]![txtYear] Long;
SELECT UsageID, dtUsage, dblUsage
FROM tblUsage
WHERE (((DateDiff("m",[dtUsage],DateSerial([Forms]![frmReport]![txtYear],[Forms]![frmReport]![cboMonth],1))) Between 0 And 11));

I also have a query that pulls data between two dates that the user specifies using two textboxes on a form.

SELECT UsageID, dtUsage, dblUsage
FROM tblUsage
WHERE (((tblUsage.dtUsage) Between [Forms]![frmReport]![txtStartDate] And [Forms]![frmReport]![txtEndDate]));

On the form I have an Option Group control that sets the visible properties of the 4 controls;
12-Month Rolling
cboMonth - Month Combobox
txtYear - User entered year
Date Range
txtStartDate - User entered Start Date
txtEndDate - User entered End Date

What I was planning on doing was adding two new textboxes (txtQryStart & txtQryEnd) and depending on what option is selected, change the dates accordingly

blnDateRange = (Me.optDate = 1)
blnMonth = (Me.optDate = 2)

If blnDateRange Then
Me.txtQryStart = Me.txtStartDate
Me.txtQryEnd = Me.txtEndDate
End If

If blnMonth Then
If Me.cboMonth = 12 Then
EndMonth = 1
EndYear = Me.txtYear + 1
StartMonth = EndMonth
StartYear = Me.txtYear
Else
EndMonth = Me.cboMonth + 1
EndYear = Me.txtYear
StartMonth = EndMonth + 1
StartYear = Me.txtYear - 1
End If
Me.txtQryStart = DateSerial(StartYear, StartMonth, 1) - 1
Me.txtQryEnd = DateSerial(EndYear, EndMonth, 1)
End If

Now I can use one query to accomplish both types of query;
SELECT UsageID, dtUsage, dblUsage
FROM tblUsage
WHERE (((tblUsage.dtUsage) Between [Forms]![frmReport]![txtQryStart] And [Forms]![frmReport]![txtQryEnd]));

This approach works. It saves me from having to duplicate the queries and some future headache if anything needs to be changed in the queries.

What I was wondering is there an better/simpler way to do this?
:confused:

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Modules & VBA :: Complex Do Loop / For Each

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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Modules & VBA :: Cannot Get Loop To Advance

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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Modules & VBA :: Loop Over Than Declaring Constant

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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Modules & VBA :: Incremental Calculation Using Loop

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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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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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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Aug 18, 2015

I have a sample database (attached) where I have a form called frmVoteHeadsOne. The voteheads that I have are swimming (Swim) and transport (Trans), which both appear for data in a table. On the form, from the combo list, I would wish that if I select swimming, for example, only Mark Tyler's name is returned since he has paid 2000; if I select Transport from the same list, only John clement's name is returned.

My purpose for doing this is because in the actual database, I have 21 different voteheads which I would like to get different results from based on what the user selects from the combo list.

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Aug 6, 2015

I've got a problem with a loop for producing worksheets (reports). When everything works there's no problem but when one of the reports namely rptChemoOralWorksheet doesn't have data available to produce the report the loop finishes and then all remaining worksheets don't print.I've put in a standard error handler with MsgBox, but it's never triggered. I've also tried

Code:
On Error Resume Next

but again rather than skip the DoCmd.OpenReport "rptChemoOralWorksheet" (when the error is present) and move to the next one to continue printing through the list the loop stops and the subsequent code starts to run.

Code:
Dim mydatabase As DAO.Database
Dim rst As DAO.Recordset
Set mydatabase = CurrentDb
Set rst = mydatabase.OpenRecordset("atblChemoWSLoop", dbOpenDynaset)
Dim rsBN As String
Dim rsDose As Double

[code]....

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Jun 16, 2014

Im trying to create a record set that compares a quantity value in the recordset to a Value in a temporary table that holds the most recent remaining quantity. I have the following code in the after update of a text box, but it does not trigger. I want it to run after a value is entered into the text box. Is the code wrong or the location im putting it incorrect?

Code:
Private Sub txtQty_AfterUpdate()
Dim rs As DAO.Recordset
DoCmd.OpenQuery "qryQuantitySoFar"
Set rs = Forms!frmReceive!sfrmReceiveDetailEntry.Form.RecordsetClone

[Code] ....

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Jan 9, 2014

I have succeeded with retrieving subTable data from a One to many relationship, however, I'm stuck in an infinite loop processing the first record of the subtable and not moving to the next one.

Dim db As DAO.Database
Dim rstLandData As DAO.Recordset
Set db = CurrentDb
Set rstLandData = db.OpenRecordset("qryLandData", dbOpenDynaset)
Dim strLandType As String

[Code] ....

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Jul 19, 2014

I am relatively new to VBA and have this loop (see below) was wondering if it was possible to build it into a variable, so I could call upon it within an IF statement.

Set ctl = Me.listSeeAllAssets
For Each varItem In ctl.ItemsSelected
rs1.AddNew
rs1!AssetNo = ctl.ItemData(varItem)
rs1!DateOfService = Me.DateOfService

[Code] .....

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Sep 29, 2014

I am trying to display on a form the average number of lines/records per hour that a person is adding to the database.

Trying to work with Dfirst and DLast I'd subtract the time of the most recent record from the time of the first record entered and then divide the number of records to display the average per hour in a text box.

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