Queries :: Analyze Multiple Fields Of Actual Vs Estimated Expenses
May 15, 2013
I am trying to find the best way to compare estimated expenses to actual expenses in Access. I am working with vessel and port call information, so each port call has a series of costs associated with it. I have two tables, each with multiple fields (around 100). Each of the fields contains a cost type that goes to a particular cost code. Each row of the table is associated with one particular port call. The call is estimated right after it happens, but the invoices are not all recieved for up to three months. Once all of the invoices for this port call have been recieved, we enter the actual expenses for the call. I am trying to find the best way to analyze the costs through finding the variances for one particular port call for each code, and also for multiple port calls to see which cost item has the largest/smallest variance for further investigation into how to estimate it more accurlately. I am thinking that I may have to move into Excel to do this, but would like to stay in Access if possible.
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Jan 22, 2015
I'm very new to access, but see it has potential for a big payoff for a project I am doing. Currently, I'm stuck summing across the columns for Step 1 EC (est completion) - Step 8 EC. This may be a poor design on my part from inputting the data in the table. But all of these jobs being a stochastic process with always different steps in machining, I don't know how else to do it.
With all that being said, I would like each Piece Part to have a sum of days at the bottom of estimated completion and actual completion. Again, it must show the total for EACH part.
For example, as shown in the access file in report under "Piece Parts Report" the first part (No. 2 Aluminum Base Plate), it goes through 3 steps... with the steps being 1, 5, and 5 days respectively. I'd like for it to show at the bottom a total of 11 days for that part to be manufactured.
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Sep 24, 2014
I need to figure out the amount of days between two dates that do not exist in my database...I use this calculation to do waivers...I was able to build a table and put in the two dates and then build a query which calculates the days between the two but I wanted to know if I could build a query that prompts on a [start date] which I would enter and then prompts on an end date [end date] which I would enter to get the number of days between...is that possible?
I had...
WaiverDays: [Enter start date]-[Enter end date] but it did not let me run...I added () and it still did not run...
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Apr 1, 2013
I have some issues with summarizing in a query. My intention is to summarize income and expenses over periods
This is how it should look like.
Periods_____Total income___Total expenses
01-2013_____234__________435
02-2013_____533__________132
03-2013_____345__________853
etc
I made the following query to get the result I wanted.
Unfortunately, the result seems to be multiplied instead of summarized.
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Jul 27, 2013
I have a query that is pulling from a single table of expenses the sum of expenses for each quarter. I am using only three fields: the quarter, expense type and amount paid. I am using - Qtr: DatePart("q",[PostDate]) - to obtain the quarters, grouping by quarter and then by expense type. However, the record returned for the 4th quarter shows this result: "3.0026" It should not have four digits after the decimal.
Results for the other three quarters in the same query return correctly with two digits after the decimal point. The query below was suggested to me in order to make the sum returned have only two digits after the decimal:
AmtPaid: Sum((SELECT FORMAT(PymntAMOUNT, 2) FROM tbl_expenses))
The result of this was a curious information box that said: "At most one record can be returned by this subquery." The query returned nothing. I have checked the formatting in both the table and the query itself and the format is "Standard" for both. So, I can't figure out what is producing this 4 digit problem, and why it is only in one record while all the others have two digits after the decimal.
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Feb 7, 2015
I'm working on a query ("Target Date of Completion") that takes the initial date started (from Step 1 of date started) and adds the EC (Estimated Completion) which is just shown in days. This will give an EST (Estimated Start time) for the next step in date format, which I would need the new column. Also, As you can see, the piece parts all have a different amount of steps, so this calculation would need to know when it's a different part.
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Jun 3, 2013
I am trying to create an access db to monitor my expenses for my new Snack house.
I have created a "Main" table which will be holding all the daily expenses entries one the fields is called "Type" in which i formatted as combo box with the following values (vegetables , butchery , bakery).
Another field is called "Item" which should list the items based on the Type selection.
Knowing i have a second table in which i stored all types and their corresponding items , how can i force the filed "item" in table Main to simply display the ones i need based on the "Type" input.
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May 6, 2005
I am using a datasheet to show company info -
I have a field countyID which is a code field and a lookup table County
I want to show the text for county on the datasheet, should I base the datasheet on just the company table and use a combo to get the county text - or should I have query that brings in the county text.
Could the experts tell me the "correct" way of doing this?
What are the performance issues of the two methods. Is which method I choose dependent on how many records are in the lookup table?
Thanks Paul
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Aug 23, 2005
I have a DB that has subforms in it... I can't determine how to use Analyze with Microsoft Excel option and get it to get me my complete data... subforms info included... :confused: this is what I have right now...
Private Sub OutputToExcel_Click()
On Error GoTo Err_OutputToExcel_Click
Dim stDocName As String
stDocName = "Output to Excel"
DoCmd.RunMacro stDocName
Exit_OutputToExcel_Click:
Exit Sub
Err_OutputToExcel_Click:
MsgBox Err.Description
Resume Exit_OutputToExcel_Click
End Sub
Hope you can assist me... Thanks :o
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Jul 9, 2013
I am working with Access 2007. I have a little problem building the iif statement within a query criteria in [Actual Date] which is the following:
iif([Actual Date] Is Not Null And [Document]=0;>#01.01.2012# Or Is Null;999)
When I enter this I get no records out of about 8000. The table fields behind the query are in the right format (date/time and number).
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Oct 18, 2014
I have a query (Inventory Transactions Extended) in which i am trying to caculate current stock.
I have a form (Inventory Transactions Form) where i either add or remove Inventory Items.
I have used this statement to create a new field (Actual Quantity) to calculate current stock based on stock been added and removed:
Code:
Actual Quantity: IIf([Transaction Types].[Add/Remove]="Addition";[Inventory Transactions]![Quantity];-([Inventory Transactions]![Quantity]))
for some reason it does not work. It is not calculating current stock. If i remove stock it shows a negative amount based on the amount i removed, and when i add stock it shows a positive amount based on what i added
I have attached a sample.
[ATTACH][/ATTACH]
Sample.accdb
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Dec 2, 2014
I have 3 cross tab queries that are completely identical with the exception of the field that they pivot. Each field is searching for the same values just in different columns, with the end goal being to get the sum of the values for each pivoted column. I'm wondering rather than having 3 almost identical queries is there a way to use a crosstab to sum the values from each of the three fields rather that having 3 queries which then have to be aggregated in a fourth?
QUERY1
Code:
TRANSFORM
IIf(Count(PT_LEVEL.UNIT) Is Null,0,Count(PT_LEVEL.UNIT)) AS CountOfUNIT
SELECT
PT_LEVEL.INF_YEAR,
PT_LEVEL.INF_MONTH,
PT_LEVEL.UNIT
[code]...
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Jan 16, 2008
Hey guys. I would like to make a query that shows 5 years from a close date on a patient's file so that we know when it's ok to destroy the file. I used this formula in the report to calculate the estimated destroy date:
=[close]+((365*5)+1)
However, I do not know how to put this in the query to find these dates. Basically, I wish to enter a date range that will brnig up the estimated destroy dates in the query so that we know what files are ready to be destroyed. If anyone can help me with this, you wuold be a God-send. If nothing else, just let me know if it is even possible. Thanks.
Isaac
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Nov 7, 2004
I have created a table with multiple Yes/No fields. I wish to create a
query where the user can select from a form that displays all the Yes/No fields
Is it possible for this to be done
Thanks for your help
REFINEMENT OF PROBLEM
I have created a table for a small library at work. The items in the table are item_number, author, title etc. Also I wanted to classify each item into various categories. In the Table I have set the categories as Yes/No fields. An item can belong to a number of categories eg admin, finance,resources etc. What I would like to do is for a user to be able to interegrate the table via a query to find the articles that meet the criteria they want to search on. Ideally this would be done via a form that the user can tick the applicable categories (Yes/No fields). I tried setting up as parameter queries however this is very messy. Is there a way it can be done. Sorry for confusion in first posting.
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Nov 15, 2014
I have a DB that consists of Movie titles and the multiple dates ( as many as 10) on which they will be used in the coming year.I built a flat table with 10 date fields.Then tried to build a relational table with just movie title and dates linked to ID.I cannot work out an ability to SEARCH the Database for a SPECIFIC DATE and get returned a listing of ALL Movie titles that will air on that date,
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May 20, 2013
Is there a way to have one parameter in a query effect multiple fields?I have a table that details service calls on our equipment. There are columns in that table for each part of the equipment that get marked, depending on what needed serviced (i.e. software, printer, keypad, monitor, etc). I would like to be able to run a query that will show all the service calls where one part of the equipment was serviced multiple times without have to enter multiple parameters or write a union query (there would need to be 11 unions or 11 parameters for each part to be captured). For example, I would want to know how many pieces of equipment had 3 or more service calls on their software. I want to run the query without having to say that I don't care how many service calls were performed on the printer, monitor, or keypad. I would like to be able to say "Software >3" and have the query run on that information.
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Oct 22, 2013
I'm trying to build a query that uses the information pulled from controls on a form called "CharacterCreation" - 2 of the controls are "Race" and "Class", and the form stores this data in a "Characters" table.The query needs to refer to the Characters table, and another table called "Modifiers".In this second table I have several numerical fields such as hp, str, etc, and I have two other fields called "Type_Modifier" and "Type" Among the Type_Modifiers are Race and Class, where their corresponding "Type" could be for instance Demon and Magician..
So the idea is that when I mark on the form (and thus creating the record in the first table) a Race of "Demon", and a class of "Magician" I want the query to refer to both of these fields, and sum the values in the second table where the "Type" is either "Demon" or "Magician" or whatever I decided to choose. I feel like I should be able to figure this out but I'm having a hard time..Here's an example of the SQL I've tried that shows nothing.
Code:
SELECT Characters.Char_Name, Sum(Modifiers.hp) AS SumOfhp
FROM Modifiers INNER JOIN Characters ON (Modifiers.Type = Characters.Class) AND (Modifiers.Type = Characters.Color2) AND (Modifiers.Type = Characters.Color1) AND (Modifiers.Type = Characters.Species) AND (Modifiers.Type = Characters.Race)
GROUP BY Characters.Char_Name, Modifiers.Type
HAVING (((Modifiers.Type)=[Characters].[Race]));
I also tried this, which I thought would work but it displays nothing as well.
Code:
SELECT Characters.Char_Name, Sum(Modifiers.hp) AS SumOfhp
FROM Modifiers INNER JOIN Characters ON (Modifiers.Type = Characters.Class) AND (Modifiers.Type = Characters.Color2) AND (Modifiers.Type = Characters.Color1) AND (Modifiers.Type = Characters.Species) AND (Modifiers.Type = Characters.Race)
GROUP BY Characters.Char_Name, [Type]=[Characters].[Race];
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Jun 5, 2013
I have a query that based on certain codes in a record does multiple joins to pull in other codes... I want the query (based on these pulled in codes) to do a lookup in another table to extract 1 field that has a description...
Can I do this in one query??? Do I need to do a Make Table to first pull in the codes and then do a second query with a DLookup based on those fields???
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Apr 26, 2013
I have a table, which is being populated by a number of users. The table has 211 rows (customer field - this is a fixed amount) and there are 5 other columns (information which might or might not be available for that customer) which are all yes/no fields. Each row may could have any combination of ticks in those 5 columns.
I have a form to fill out this information, but now I need to use the data.
I'm trying to create one query which counts how many of each field are populated. I need it to give me the total of each of the "information" columns, and another to give me a list of all of the customers which have at least one of the information columns ticked.
I will also need to be able to see how many customers have all of the information columns ticked, and how many have none.
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Nov 6, 2006
Hi,
I'm having problems getting my head around the best way to design a table for an employees expenses. This is my current M_Expenses table:
ExpenseID (PK)
PayrateID
ExpenseType
Amount
PayrateID is the foreign key to a table that holds information about their rates, evertime etc.
My idea was that the user would only choose an expense if the employee were entitled to that expense - so if someone was not entitled to flight expenses the record would not be created. However my boss says that if he were to look at the report produced from this he wouldn't know whether the person putting in the data just didn't have the information at the time or it didn't apply to that employee. So I will need to let the users know that they must create a record for each.
Also the report must list all of the expenses:
Per diem expense
Accommodation
Car hire
Flight
Other expenses
They need to be listed in this order and must appear whether that particular employee is entitled to them or not. I don't see how I can do this as it is because my subreport that lists the expenses is a continuous form and they are not listed in alphabetical order. Plus only expenses that the user has chosen will appear.
The only other way I can see to do it is redesign my table as follows:
ExpenseID
PerDiem
Accommodation
CarHire
Flights
OtherExpenseType
OtherExpenseAmount
But that doesn't seem like good design?
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May 15, 2015
I just got a request to add a new text box to a form called "EstimatedDuration" and trying to a command button that when clicked, it will insert 30 minutes or #00:30:00" into the box. I'll wind having 5 or six buttons with 30 minutes, 1 hour, 1.5 hours, etc. Basically, this will be used for new projects in my database and for management to click one of the buttons to add an estimated time duration of how long the "think" the project will take to complete.
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Sep 16, 2014
lets say I have a table with five tasks for five employees and each employee's data type is with 'Yes or No'.
I need to have a desired result to check
1.if all the employees have completed that particular task then the result should be 'YES'
2.if anyone employee has not completed that particular task then the result should be 'NO'
so, for each task there must be a check on all the five employee's data type.
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May 15, 2015
I have a table which has each claim as a single record. A client wishes us to provide the data in a format that lists the each procedure on its own line. I have attached a highlevel example of what the data currently looks like and what the query results should look like.So I need to create a query that would repeat the Claim Number and place all the Procedure fields into one field.
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Jun 26, 2013
I have a series of numbers in 30 columns. I want to identify where either of two numbers appear in the same record regardless of which of the 30 columns they are in.
OTHCPT2OTHCPT3OTHCPT4OTHCPT5OTHCPT6OTHCPT7
00300C1778C1820J0690 J2250 J2270
00300C1778C1820J0690 J2250 J2270
00300C1778C1820J0690 #NULL!#NULL!
2318095978C176788307J0131 J2270
For instance if 23180 and J2270 are in the same record I want to identify them for all of the records.
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Sep 5, 2014
I have the following source data:
Code:
Item Revision Start End
332 B 9/2/11 9/15/11
332 C 9/21/11 9/22/11
332 E 11/2/12 11/29/12
2A9 A 1/13/13 1/14/13
2A9 C 1/16/13 1/18/13
I'm trying to make a select query to provide the following output (RevisionStart-PreviousRevisionEnd):
Code:
Item Revision Span
332 C 6
332 E 407
2A9 C 2
I've struck out with union queries and aggregating/sorting letters and don't know where else to look. Is there a specific name for this type of operation anyway?
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Aug 26, 2013
I am trying to set up a calculated field in one of my form querries, using expression builder.
In one of my source tables I have 4 date fields called Inspection date 1 to 4
I need the lowest date among those inspectinos which are in the future (next inspection) If all 4 dates are in the past or Nulls, the function should return the current date. The logic of the expression could be:
MIN(MAX(D1,Date()),MAX(D2,Date()),MAX(D3,Date()),M AX(D4,Date()))
How can I do this in expression builder?
The built-in functions DMin and Dmax work with single field arrays, witch would be perfect if the database were properly designed, but now I dont have the power to change this.
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