Queries :: Allocate Annual Sales By Month And Work Day
Dec 1, 2014
On the surface this seems easy, but I am struggling. two tables
tbldata (four fields 6,270 rows)
custid 2015cellcode 2015qty 2015amt
12673 1243 100 1,000.00
12673 1250 200 2,000.00
etc etc
tblmntlyalloc (Three fields and 12 rows i.e. one row for each month)
2015mnth, 2015allocation, 2015wrkdays
jan 98 20
feb 93 19
etc etc etc
So in order to handle seasonality of sales, the sales department is given 1,200 points. you can then allocation any number of points (75 - 125) per month. But the total number of points must equal 1,200. So I created a table with the monthly allocation and workdays. I could hard code the % and work days into the formula like this
Jan1[2015amt]*(98/1200)) / 20
Feb1[2015amt]*(93/1200)) / 19
And this does work very well to get me my daily sales amount per month/wrkday
However I know sales will change the monthly allocation (still totals 1200) and HR could even have a change to the holiday schedule. So I want to utilize the table.
So my query brings in both tables, but they are not linked. And this is my formula.
Jan1[2015amt]*([2015allocation]/1200) / [2015wrkdays]
Feb1[2015amt]*([2015allocation]/1200) / [2015wrkdays]
Mar1[2015amt]*([2015allocation]/1200) / [2015wrkdays]
Apr1[2015amt]*([2015allocation]/1200) / [2015wrkdays]
etc etc for 12 months
So I need it to find the value for Jan in the Jan formula, and Feb in the feb formula etc. I cannot determine the correct query formula.
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Mar 6, 2015
I have a database with shifts in for staff. They have a bunch of times in and times out over a four week period. I have gotten an average weekly amount of hours for each staff member based on this but I need another equasion to work out their leave entitlement. It breaks down like this...
Average weekly hours x 5.6 x number of days working in this period (ie start date and end of financial year day count) divided by number of days in the financial year (ie 1/4/2015 - 31/3/2016 day count)
I'm just wondering of a way to do the day count based on me keying in the start date of the staff member (default 1/4/2015) and that access can work out the days in that financial year left and the actual days in that financial year.
It sounds simple enough but I want to get it to automate based on my start date.
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May 28, 2014
I'm using the following expression to find the sum of the current month sales.
Code:
=DSum("[Price]*[Quantity]","QueryCurrentMonth Sales","[ORDDate]=Month (now())")
However, it returns no result. The above expression is located on the control source of an ab textbox. Moreover, it works well when i try the following expression
Code:
=DSum("[Price]*[Quantity]","QueryCurrentMonth Sales","[ORDDate]=[ORDDate]")
It returns the sum of all sales.
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Jan 2, 2014
I'm trying to create a simple sales query by manufacture by month. I want the month as the column headers (with a total YTD Column). Mfg's are the row headers. The query is already completed and I figured out how to do the row total but can't figure out how to create total column. Can I not add a total column in design view? How would I do that?
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Nov 25, 2014
I've got a table [Devices] with some number fields that are already in there for another purpose.
In a different exercise I will manually collect more information from a layout drawing and give each piece of information I collect a unique reference(this could be as simple as a PK ref) and attach a "type" and "location" . This will be done randomly in a batch exercise any time.
I need to put the above into access and hold it until I choose to individually allocate these records to the number field that already exists in the [Devices] table.
I would like to add "say" a combo/List box in [Devices] where I could search for the PK Ref which when selected against a number would populate the [Devices] table with previously unallocated information. I would like to keep any combo/List box down to unallocated PK refs to make records easy to find. I guess this a kind of cut and paste exercise.
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Apr 12, 2014
I've worked out how to sum all my sales (turnover) from a given nominated date...but what I seek now is to project forward what the annual turnover will be (which will quickly give me a 'pulse' & indicate if I'm growing as my financial year progresses)
My financial year started on Feb 4 2014 ...I can easily sum all my sales from that date, but ideally what I'd like to do is divide that sum by the number of days elapsed (this will give the average turnover per day) & then project that forward to Feb 3 2015 (the last day of my financial year)
So is there anyway that access can work out the number of days that have elapsed between 4 feb & 'now' (to get the average) ....but more specifically also how many days between 'now' ....and Feb 3 2015 - I then can use the remaining number of days to multiply the average daily takins to give an indication of what my year end annual turnover will be :-)
Or am I faced with having to do such calculations manually outside of access?
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Oct 11, 2007
Am creating a Product-Sales Database, and I would like the corresponding Sales made in the Sale Table to be automatically deducted or to be reflected in the Product Table. The product table contains all my stock and has a relationship with the Sales Table. The Sale Table does not necessarily include the Stock. How can I create possibly a Sales Form that will be used as an entry point for all the products (stock) sold and automatically register the sold products in the Sales Table and at the same time make the required adjustments in the Products Table.
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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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Aug 9, 2013
I am pulling sales results per customer and month. For presenting the numbers in a diagram I would like to show 0 sales for months in which no sales were generated. At the moment the query results only the months in which there are sales > 0. Is there a trick that I don't know?
SELECT Year([InvoiceDate]) & ' ' & Month([InvoiceDate]) AS [Month], totalsales_per_invoice([invoices]![InvoiceID],[invoices]![tax]) AS Ausdr1
FROM Invoices INNER JOIN customers ON Invoices.CustomerID = customers.CustomerID
WHERE (((Invoices.InvoiceDate) Between #1/1/2013# And #7/1/2013#) AND ((customers.CustomerID)=145))
GROUP BY totalsales_per_invoice([invoices]![InvoiceID],[invoices]![tax]), Year([InvoiceDate]), Month([InvoiceDate])
ORDER BY Year([InvoiceDate]) DESC , Month([InvoiceDate]) DESC;
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Feb 18, 2015
I'm making a query that has the following Fields
Product (Table PDZRN1)
Whse (Table PDZRN1)
Description (Table PDZRN1)
On Hand (Table PDZRN1)
Unit Cost (Table PDZRN1)
Unit Price (Table PDZRN1)
LastDate: Date (Table Sales_History) (using the Max function)
Where I am stuck is I want 4 additional columns to pull the last 3 fiscal years and total sales for each Product for the 3 previous fiscal years. The Field with sales amount is "Sales" it is located in Table "Sales_History", and the dates for the invoices are in the field "Date". I tried the following query, but I'm sure it didn't work because I failed to push the data back to the date field:
Field - FY2013Sales: Sales
Table - Sales_History
Total - Sum
Criteria - <= 04/01/2012 and <= 03/31/2013
how to link my criteria back to the "Date" field, or if I'm even going down the write path.
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Sep 5, 2013
I want to get the sum of sales of the top 5 best agents by state.
I have been able to do the following, however, this only gives me the state of "vic". I want it to show all states.
SELECT TOP 5 filedata.Debtor, Debtors.FullName, Sum(filedata.NetTotal) AS SumOfNetTotal, Debtors.State, Count(filedata.BorQ) AS CountOfBorQ
FROM filedata INNER JOIN Debtors ON filedata.Debtor = Debtors.Code
WHERE (((filedata.BorQ)="b") AND ((filedata.DepDate) Between [Forms]![F-financemenu].[startdate] And [Forms]![F-financemenu].[enddate]))
GROUP BY filedata.Debtor, Debtors.FullName, Debtors.State
HAVING (((Debtors.State)="vic"))
ORDER BY Sum(filedata.NetTotal) DESC;
which returns
DebtorFullNameSumOfNetTotalStateCountOfBorQ1429ABC company147150VIC11360XYZ Company107204.55VIC32534MNO organisation68799.86VIC31168PQR business58934.67VIC31326FGH industries32480VIC2
(count of BorQ) is the number of sales
I have tried using UNION ALL and changing the State but that only caused syntax errors.
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Aug 11, 2014
I'm trying to build a query that adds up the total sales for a given product per date. The problem I'm running into is some products have $0 sales on a given day and don't appear in the table I'm querying. How would I get the query to add a record for that day for the given product with 0 in the sales field?
To give more details, I currently have one table showing the sales data. It has a record for every sale that includes the product of the sale, the amount, and the date. In the query, I'm summing the sales for a given day and product. Then I plan to export to Excel where I will run additional analysis.
If there are no sales for the product in a day, I'd like it to list the date and product with a $0 in the sales column.
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May 4, 2014
I have a table of end of week sales with ProductID, Volume_Sold, Year and WeekNo. I am about to create a historical table of RRP.
What is the best way to set this out so that I can query the two tables to that when I run a query over the two tables I get the correct price depending on the year and week number I am working with.
tblSales
Year int,
Week int,
CountryCode nvarchar (2),
StoreNo, nvarchar (35),
ProductId nvarchar (15),
Volume_Sold int;
My new table
"tblRRP"
Could contain
Year int,
Week int,
CountryCode nvarchar (2),
ProductId nvarchar (15),
RRP float;
The table is only appended to when the price changes. So some products may have a price increase 2 or 3 times a year others once every 18 months. And if the price changes any calculations need to allow for the 2 or 3 different RRPs the Product may have had during the queried period.
So that when I do year on year revenue calculations it works properly.
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Mar 23, 2013
stuck with this problem on trying to calculate the aggregate sales totals of a product within a specific time frame. The query that I have built instead divides each sum by date, where it should be grouped according to product instead.
Here are some screen shots as to how it looks in Access. [also see attached ZIP if you don't want to unbreak links ]
[URL]
As you can see, the PRODUCT_ID column is not combining together according to their IDs.
[URL]
This how my Design View looks.
The SQL for my current query is:
SELECT PRODUCTS.PRODUCT_ID, Sum(SALES.SALES) AS SumOfSALES, SALES.TRANSDATE
FROM PRODUCTS INNER JOIN SALES ON PRODUCTS.PRODUCT_ID = SALES.PRODUCT_ID
GROUP BY PRODUCTS.PRODUCT_ID, SALES.TRANSDATE
HAVING (((SALES.TRANSDATE)>=#9/1/2008# And (SALES.TRANSDATE)<=#12/31/2008#));
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Aug 25, 2005
I have a database for taking orders for books, leaflets etc, what i want to do is this:
When I receive a delivery of stock I enter how many of each ‘Product’ I have received, I then want Access to allocate these to the various orders to make then ready for collection.
For example, if five people have all ordered 3 of ‘Product Guide’ and I only receive 15 then the first three to order are allocated three each.
Not got a clue how to do this, guessing I’ll need to code it?
Hope it makes sense
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May 15, 2006
Hi All
I want a user to click a button and then it will assign the oldest record in the table to that particular user, by using their NT login.
Anyone got any suggestions?
Thanks
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Jul 27, 2012
We have a model at my job which shows every job code one can do (there are only about 25 of these jobs) For example, let's say one job is called "Trade Settlements" and it's been estimated that we spend about 1000 minutes a day doing this particular job across the entire floor.
Well, I want to come up with a way to allocate the minutes of this to certain hour blocks and determining whether our group is over/understaff given the results.
So let's say I want, 30% of it to be done from 9-10 am, 10% done over the next 4 hour time blocks, and 2-3 pm for the remaining 30%.
Thus, we'd get something something like 300, 100, 100, 100, 100, 300 minutes and 0's for other time blocks.
These percentages would be input fields so if anyone types in a percentage, they get # of minutes spent for that hour on that job. Ultimately we would add these numbers up with other jobs and be able to easily update from there for any job type we wanted.
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Aug 18, 2014
What is the best way to allocate a record number to the end user?
I have had problems where users have come back to me saying that both of them created the same record number at the same time and I am not sure why that is happening.
To be certain, I am using INSERT rather than UPDATE which was my initial concern (an update would just over write the previous record)
How can we check the last value, uniquely assign that value to a person at the point of creating the record and ensure that no one else can take it...
Is it possible that a laggy server would cause these issues? (as the code executes roughly the same time as another person also executes code, they overlap?)
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Feb 22, 2005
I've just been asked to generate an annual report, to the 1st of January of every year the current expression i'm using is for up to date, how would i change it to annual example Jan 2005
Years Of Service: DateDiff("yyyy",[EmpHireDate],Date())+(Date()<DateSerial(Year(Date()),Month([EmpHireDate]),Day([EmpHireDate]))) & " Years, " & (DateDiff("m",[EmpHireDate],Date())) Mod 12 & " Months"
Thanks...
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Dec 5, 2005
:confused: I wish to construct a form that displays a graph showing the monthly sales totals year on year. In this way - I will be able to see quite easily how the present monthly income compares to previous years.
Therefore, each year will have its own data series on the graph... the problem I have is that I wish the graph to automatically recognise the roll-over to the next year thereby creating the next series for that year.
This would mean having the months Jan-Dec on the X axis and the income scale as the Y axis. Each data series representing the year.
Otherwise, the alternative is to manually change the underlying datasource every year to include .... has anyone done anything similar to this that they would be willing to share please?
Thank you.
Guido
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Jan 26, 2008
Need a little professional advice.
I have a product table. Those products expire over time. Their shelf life is monthly, quarterly, or annual.
What should I use for monthly, quarterly, and annual in my table.
My first thought was 30, 90, and 365. Then in my query I would use the datediff function. If the datediff was >= to ...then ...
However there are months with 28,29, and 31 days. With this quarterly can change as well. The annual as well by 1.
What is the rule, if there is one?
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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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May 18, 2014
I have a small clinic database. I've got tblAppointments to show AppointmentID and AppointmentDate among various other data, but only the dates matter for what I'm trying to achieve.
I'm trying to show a chart on a report that shows the number of appointments by months for this year and previous year. How can I do this...without using SQL, hopefully?
Here's what I tried: I made a cross-tab query to successfully show the years 2013 and 2014 in the rows, months in the columns, and number of appointments as values. But then, I didn't know how to graph it to compare the number of appointments for the two years by months.
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Mar 8, 2008
Hi,
1) I am pretty newbie to this access programming, do forgive me if my questions sounds stupid.
2) Basically I create an application in access capturing or production information for my company. now the top management suddenly wanted whats their main concern:- Total Daily/Monthly, Quarterly, Annual Sales (By Model If possible)
3) I start with daily (Lets don't be too overly ambitious).
4) I try to let user select dates from my calender control and reflect daily sales (in Total & By Model break down) insert into my form.
5) Understand someone told me from my previous post in Calender control I can achieve it either through forms or queries, which is a better way. (in terms of flexibility to change for program maintenance/ scalibility) wise ?
PS: Please forgive my ignorance :o:(
Thanks (In advance) & God Bless.
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Mar 20, 2013
I am creating payment database for a community gym, the data will be created on a data sheet.
There are 2 payment types monthly and annual (these are on a dropdown box with their own id number).
I have a joining date and a paid date, but reflected against the payment type ie 31 days or 365 days.
I have been trying to do something along the lines of:
if [monthly] (is selected) (so this would call up a 31days) date() is > [joining date] then give message to renew and same kinda thing for annual.
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Sep 27, 2005
Hi all,
I am not real sure whether or not this can be done with a query, but here goes.
I have a query randomly selecting the top 6 from a selected group.
SELECT TOP 6 tblConsortium.ContactID, tblConsortium.RandomID, patients.LastName & ", " & Patients.Firstname AS [Employee Name], Contacts.Company AS [Company Name]
FROM patients INNER JOIN (Contacts INNER JOIN tblConsortium ON Contacts.ContactID=tblConsortium.ContactID) ON patients.PatientID=tblConsortium.PatientID
WHERE (((tblConsortium.ContactID) In (SELECT ContactID FROM tblConsortium GROUP BY ContactID HAVING Count(*) <25))) And (((tblConsortium.PatientID)=Randomizer())=0)
ORDER BY Rnd(IsNull(tblConsortium.patientID)*0+1);
What I would like to do now is: The randomly selected Employees need to have a randomly selected TEST. There are only 3-Test to choose from. I have placed the TESTS in a separate table and entered 20 of TEST1, 4 of TEST2, and 1 of TEST3. I then set a query randomly shuffling these items. I need these TESTS to randomly be assigned to the randomly selected Employees above.
I would greatly appreciate any thoughts or help…
Thanks Enviva
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