Project Tracking Reports - Working With Monthly Data Updates
May 27, 2012
I receive monthly project tracking reports and I'm looking to compare a few things between these monthly updates. I should add I'm new to Access and have been using Excel and dual monitors to manually compare data sets!!! My life might be getting a LOT easier.
Here's what I'm tracking:
I get monthly excel reports that have unique values from a "Project ID"each "Project ID" stays the same every month, but the project status changes from "Installed", "Commitment", "Pre-Commitment", etcSometimes new projects are addedSometimes old projects disappear from the reportA few other columns have numerical data that changes every month as well "Project Cost", "$ Incentive", etc.
Here's what I'm trying to automate:
Find out what Project IDs are newFind out if old Project IDs are missing from the new reportSomehow "flag" or identify projects that have status changesSomehow "flag" or identify which numerical values increased or decreased i.e. "Project Cost", "$ Incentive", etc
Do I create two tables? Do I append the new monthly report to the old one when I import my data, then somehow work with the new information?
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Sep 22, 2006
I have read all of the audit trail stuff and searched on my subject but I think my solution could be simpler,
All I want to do is copy the values of the current record on my form into a history table with all the same fields.
Example Form:
[ID], [Machine], [Task], [Task Due], [Task Complete]
I want to put a button on the form that reads complete task and when the user pushes the button it copies all of the details for that specific record they are looking at into my History Table that contains all of the same fields.
This will give me basic history on when each task was completed for a machine and I can access for reporting
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Jun 24, 2015
I would like to make a calendar in excel for project tracking like the attached image. I would like to choose a whole project date and then tasks with dates of project and it will show in coloring with dates.
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Jul 10, 2005
a link is created between 2 sites
a circuit can travel over any given site
dataflow is from the left going towards the right
if site b fails, so does site c, d, e, f
but A still lives on
so how do I create a relationship between the tables to answer the queries correctly?
a site has many links, and a link has many circuits.
a circuit has many links
its a many-to-many relashonship.
I created a junction table to provide for the link circuit relationship.
I just need to know how to ask if site c is down, give me the link and circuit that is effected.
Or give me all the links and circuits effected.
The other site_1 table is there to eliminate data duplication for start abd end site which is just a site in the sites table. Its a form of normalization.
Any help would be appreciated.
Thanks,
-Jon
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Nov 26, 2007
I am having issues trying to run a query. What we have is a private club that keeps track of its members with an access 2007 database. What we need to do is to be able to print out new members monthly for a state audit. The way it is setup now, our members reports prints all of the members since day one. For example, we have a state audit coming up next month for November and we would only like to print out members that have joined during the month of November, but our report is printing out all of the members since we started in August.
We do have a date joined query. The fields we would like to print are: Date Joined, Member ID, FName, LName, City, State
Any help would be greatly appreciated, thank you.
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Nov 1, 2007
Hi all,
I need to create a MONTHLY report and I need help, please!
I created 2 combo box on the main form. The first combo box for the month drop-down list of Jan, Feb, Mar, ..., Dec. The second combo box for the year 2005, 2006, 2007, etc...
On the report underlying data source table, it has the Invoice Date field mm/dd/yyyy (for example: 11/01/2007)
I would like to select to view the report for the invoice of the month of October, 2007. How do I do that if I choose Oct and 2007 on the 2 combo boxes and click the command button View report to pick up the report for only Invoice Date during October 2007.
Please help. Thanks so much!!
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Sep 3, 2004
Hi,
I'm trying to create a pop up form that asks userto select months for a report to preview. I've writtent he query and done the report. I can do the command button to get the selectmonth form to pop up, but not sure how I pass the selected months into query for the reports. Any tutorials on this or can someone help. I've been looking around but nothing quite fits. Quite new VB also, but have a good understanding programming generally.
Thanks.
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Jul 9, 2014
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.
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Jun 1, 2013
I've got a simple invoice database with 10 amount fields, that needs to be summed up intoa Total including Gst box on a monthly report.
Report only has Date, Invoice Number And Total Amount fields on it, so I need to pull the information from table and sum it into Total Amount.
ie. = sum ( t1 +t2 + t3 + t4 + t5 + t6 + t7 + t8 + t9 + t10)
and sum above divided by 10% then added together to form total.
I'm just not sure how to do it, everything I've tried so far ain't worked.
Every example I've looked at is only doing maths with 1 field.
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Sep 9, 2013
I'm creating an accounts package..I've used access chart wizard to create a chart that shows total gross income per month.This displays correctly but the months start at January and end in December. It would be more useful if the months could start and end for the financial year. The syntax generated by access for the current implementation is:
Code:
SELECT (Format([DatePaid],"MMM 'YY")),Sum([TotalPaid]) AS [SumOfTotalPaid] FROM [Q_AllCust_Gross] GROUP BY (Year([DatePaid])*12 + Month([DatePaid])-1),(Format([DatePaid],"MMM 'YY"));
How do I edit this to make say September my start date?
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Mar 10, 2015
how to create the report monthly,year and weekly using access 2007?
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Apr 22, 2015
I have a query for loan calculation, fields are;
Loanamount
loandate
monthlyinstalment
what i want is that query to start subtracting lmonthlyinstalment from loanamount on monthly basis
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Jan 5, 2015
I was assigned by my manager to design an Access database system that is able to import all data from excel file monthly and creating charts & tables to analysis how each sales people and industry perform.
We originally have a big excel master sheet that has more than 10 sheets. I tried to import the current excel into access, but then i realized that this is not gonna work. because for next month, there will be new data and I can't do the whole import process over and over. Plus, after this system is designed, the users will be someone who has no knowledge in access, so i need to create a user-friendly system for them to use.
My questions is:since the data is always cumulative number, if I imported current excel file into access, when the next month comes, how to update the new data into excel. p.s. EXP. Mike's sale volume is different each month, and with the access system, for that column, it will be a cumulative number, like the total from the month of November to this month. how do i achieve this kind of update/import goal?I tried to link the excel to access, but by doing that, I will not be able to set relationship or change the attributes of any data type in access.
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Jul 7, 2014
I have a report that counts the number of monthly calls. What I would like is an average of the monthly calls in the report footer.
My total for a particular month is =Count([Date]) and I named the unbound control MonthlyTotal.
This is in the DateFooter section of the report.
I then put an unbound control in the report footer and used the expression = Avg([MonthlyTotal]).
Of course when I changed from design view to report view, it asked me for an input of [MonthlyTotal].
I then tried =Avg([Reports]![qryLetterWritersbyDate]![MonthlyTotal]) and while it didn't ask me for an input, there was nothing in the ubound control in the report footer.
I have search for an answer, but all I find is using a query. Is what I am attempting to do possible? If so, how?
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Jun 25, 2007
Hi, I need some help with the following problem. Thanks in advance!
I have imported an Excel spreadsheet into Access database. I will need to constantly add new entries to the tables. I need to connect all my tables together, the main table is called "Data". From looking at Access examples, I believer there should be many other table IDs inside this table (so that they all get a relationship). I imported 5 tables, and each one is dependent of each other. I do not know how to connect the tables together because I'm importing all the data, instead of creating new tables and putting the table IDs into one main table to start off with. I know if I start off without needing to import any data, this will not be difficult to do.
The main "Data" has about 30 fields, and the user will only need to type in 15 fields and the rest of the fields can be looked up from the other four tables. So I'm not sure how I can make the connection between all the tables, plus when I need to add new entries to one of the tables, how do I connect the tables so that all of them will be connected?
I've tried using queries and having queries within queries and this takes forever to load. If there is a way that I can limit the use of queries or just use tables to do the job that would be great.
Thanks again!
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Nov 4, 2011
What I am trying to accomplish is import data from a CSV file every month and have it stored as a table and have that table automatically be converted into a printable invoice. I can do the import with no problem. But I am at a bit of a loss as to how I can go about creating the database.
There is only one client that I have to make up an invoice for, but will be more in the future. I need to store the data for each months invoice and then get yearly reports off that data.
#1, How would I go about connecting each months data?
#2, Should I be using a report to create the invoice layout?
#3, How do I go about automating creating the invoice from the imported data? (I am at an intermediate level with VBA, but access seems to be a whole different ball game)
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May 5, 2014
I am constructing a database for a friend and need to filter data from a daily log to enable a report to be generated for each months actions. I have created fields of: entry date, month and year with the view of filtering by month and year. How do I perform this task?
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May 10, 2013
I'm looking for some input on table design.
I work in a lab and am looking to track data associated with samples on PCR plates usually in 2 formats
96 well (8x12) rows A-H and Columns 1-12
384 well (16-24) row A-P and Columns 1-24
each well will have at least 3 pieces of information associated with it:Sample
Assay
Qulaity Score
but more may be added as I progress with the design.
field such as run name run date and operator for each plate would also be needed
What would be the best way to structure the table?
Obviously listing well A1, sample in A1, QA for A1 etc etc as fields wouldn't work as theres a 255 field limit and 3*96 = 288 and thats before we even get to 384
I could have a table for each run but that feels like bad design to me, as if you wanted to look at quality trends across time you would need to query multiple tables and query the date associated with each to even knwo which table to look in
A table for each well along with its QA score, assay and a look up field linking it to a list of plates, which would contain the run date etc. (this table listing runs is already present in my database)
Some background on current structure
Tables
Booking - contains a list of worksheet numbers along with info such as submitter, and conditions for the test such as assay
Experiment - expirment number conditions and associated DNAs
DNA - a list of dna samples
Plate - name of plate and info such as run date and associated worksheets
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Oct 26, 2012
I am looking to track the salary information for my small firm over a number of years. Does it make sense to create a table with multiple fields that would be structured like this (2011401(k), 2011Medical, 2011 LifeInsurance, 2012401(k), 2012Medical, 2012LifeInsurance, etc) or is there a better way to tackle this?
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May 23, 2012
How do I create a daily table from monthly data? I have a monthly table and want to split it into a daily table by dividing each monthly value by the number of days in that month. I need this so I can compare the new daily values to other daily values.
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Nov 29, 2005
Hi there, thanks in advance for any help or input with this. I am working with tables that have annual data on insurance policies that are effective for 1 year. I have Policy number (PolicyNum), current premium (CurrentPrem), the date the policy went into effect (PolicyEffDate), and cancellation (CXDate, which is 1/1/2001 if the policy was not cancelled). I am trying to earn out the CurrentPrem into monthly buckets. The tables are by the effective year going back to 2004, so basically 2004, 2005, 2006.
I'm not sure how to go about tackling this and have tried a number of different ways. I sense that I will need a query that will have 24 fields for all the months over a two year period that any given 1 year policy can be effective over. For instance, a policy created on 5/1/2004 (May 2004) is effective until 4/31/2005 (April 2005), and a policy created on 12/31/2004 is effective until 12/30/2005.
So for every month between January 2004 and December 2005, there needs to be a value generated (either zero or a monthly premium value).
Attached is a sample table with data. Really all I've been able to do is calculate how long a given policy is in effect for (how many months) and then how much the monthly premium is. I cannot figure out how to appropriate the monthly premiums to the corresponding months a policy is effective for.
Note that the current premium value takes into account cancellation which implies that the monthly premium for a cancelled policy is not 1/12 * [CurrentPrem] but 1/[MonthsInEffect] * [CurrentPrem].
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Apr 17, 2014
I have a table that track monthly data for several thousand products.
The idea is to grab the first month and the first three months of sales for each product.
So I simply need to have a statement that scans through a predefined set of fields and seeks the first none zero value. This become the first month of sales (even if it is the 5th month of the year). It then needs to be able to grab the proceeding 2 months to create a sum of sales in the first 3 months. (however that would be for a second field, so presumably that is just a slightly more complex version of the same formula used to find the first month of sales).
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Mar 12, 2006
hi everybody,
great resource you have here! my employer is tracking around 250 pieces of data for each client at our facility. i am making a new access system based on their existing mysql database and web front end. before i start messing around with forms and reports, i want to see how well this existing structure will work in access, and what kind of approach i should take. i am a newbie with access, but lots of experience with asp/mssql/php/mysql. making web forms is so time consuming that i figured i would be best off moving the whole thing to access and starting from scratch.
client information is stored in eight tables. each table has around 30 fields in it. the first table has a primary key autonumber, and the other seven tables have foreign keys with unique constraints that point back to the first table. that is, for each client record in the first table, there can only be exactly one corresponding record in the other tables.
i did some data massaging, and got the eight client tables into one big table, but the resultant table has almost 250 fields in it, and access doesn't seem to like working with tables that big. so i am thinking that it is best to leave the eight tables separate, but linked in one to one relationships.
i was kind of ideally visualizing a form with eight tabs so that i could edit/update all of the information from the eight tables rather seamlessly.
my question is: what approach to table structure will best suit my needs, and what approach should i take to add/update/delete the info with forms? will i need to do vb for this? any good one-to-one example databases anybody could point me at?
thanks a million,
harry doyle
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Apr 25, 2005
I have tables and forms setup but I have 3 general questions on how to finish the project.
1. Should I create a folder where all the files reside for instance, create a phone log folder, put the DB file into the folder and export XML's into the same folder?
2. How do I get the form to launch as a self-contained form without the Access application in the background?
3. How can I get this form and table to automatically update an XML spreadsheet whenever records are added?
4. How can I get the form to sort all records according to time logged? The time will be entered in manually and we need all the records to sort automatically by time in ascending order.
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Sep 28, 2005
Does anyone know how to import Microsoft Project data into an Access database?
I am looking to use "high level" MS Project schedule data as input to a new Access application that I am currently designing. Is this even possible?
Any help or links to more information is GREATLY appreciated!
Thanks,
AC
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Jul 11, 2006
A few of my users have recently asked about the possibility of having a MS Access application set up that would allow them to enter data and automatically place that data into MS Project files.
Is something like that doable? If it is, are there web sites that explain how to do something like that? Has anyone out there attempted this, and if you have, would you be willing to share your experiences?
Thanks in advance..... love this forum!
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