Queries :: Bring Forward Previous Day Balance

Oct 20, 2013

Table:

Date Item Quantity
------------------------------------------------
10/20/2013 Item-A 2
10/20/2013 Item-B 4
10/21/2013 Item-A 2
10/21/2013 Item-B -1
=====================================

On 10/22/2013, if Item was selected, I want to bring forward previous day balance as of 10/21/2013 for Item-A = 4 or Item-B = 3.

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Queries :: Forward Previous Balance Of Item

Aug 22, 2013

I have a table composed of the following fields:

1. Entry_ID:
2. Item:
3. Previous_Balance:
4. Increase_Or_Decrease:
5. Current_Balance:

Once the selected item had been entered, i want the Current_Balance of previous entry of that item to be forwarded automatically in Previous_Balance field. Is it possible? I have at least 100 types of items.

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Balance Carried Forward

Jul 2, 2005

Hi,
ive created a balance shee for a football club as a continuous form with a balance being displayed in the footer along with total income and expenditure.

Because this is for a Football Club, I want to be able to do the balance sheets every season. To that end I have a included a date in the query.

Is there a way that I can carry a balance forward to the nesxt season, (next record). I want to display Last Seasons closing balance in the header of the new season and have the new balance include that?

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Jun 17, 2005

hi all,
i m having a problem with a simple inventory system. The problem is that i have a query which calculates sum of 'Debit and credit' as 'Balance1' for each row. Now what i want is to add every 'Balance1' to next sum of 'Debit and credit'. e.g.

Debit Credit Balance1 Balance2
a b a+b (a+b)
c d c+d c+d+(a+b)
e f e+f e+f+c+d+(a+b)

I would to generate column 'balance2

Any help would highly be appreciated.

Thanks

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Forms :: Insert Previous Balance Into New Record

Jan 2, 2014

i am using this query to insert the previouse balance into arrears as shown in the figure. it will insert some record correct and some are not correct.

SELECT fees.[gr no], sum((Admission+Registration+Fees.Tuition+[Fine]+Fees.Transport+[Exam]+[Misc])-Fees.Paid) AS bala
FROM fees
WHERE fees.balance<=0 and [gr no]=[gr no]
GROUP BY [gr no];

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May 24, 2013

I`m trying to put 2 identical tables in terms of structure and layout with some identical values next to each other however I don't have unique identifier. I was thinking to import them and let access to create Id field and match them together but i wasn't successful because for some reason access changed the order of some rows. Good news is that when I import these text files into excel Im able to put them next to each other in order. How this could be achieved in Access?

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May 7, 2015

I have a query that does a great job at fining duplicate master records

How to this query so that it fining duplicate master records like the query show and add one more record that will link up as shown in the example.

[sql]SELECT subqry2.maxdatereferral
,[PSB Accout Linkingqry].master
,[PSB Accout Linkingqry].RecordNumber
,[PSB Accout Linkingqry].FirstName
,[PSB Accout Linkingqry].LastName

[Code] .....

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Dec 17, 2014

I create a query to bring data from a table and then print a report that display this data

I put a criteria on the cities field to filter this query. It will take the name of the city from a txtbox in a specific form

Everything is ok, but when i want to print all records with any city without filtering so the query. How can i do it

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Queries :: Not Criteria To Bring Up Records - Multiple Fields With Data

May 30, 2015

I'm creating a query from one table using two fields that require certain records to NOT bring up records that have the following text:

One table, two fields

First field ECO LifeCycle Status Criteria is Not "ERP UPDATE" or "CANCELLED"
Second field ECR LifeCycle Status Criteria is Not "COMPLETE"

When I put the Not Criteria in the first field only I get a result.
When I put the Not Criteria in both fields I get no results.

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Queries :: Opening Closing Balance / Show Today Movement In DB And CR

Apr 18, 2014

I want to perform in this query that Opening balance + Dr - Cr = Closing balance.And the next day my opening balance will equal to the date() -1 closing balance. And when todays movement DR and CR take changes it will also take affect on closing balance.Here I have two questions 1st is how can I built a qry that will make todays opening equal to last day closing . Can I have to built two queries or make another table that store last day closing then create relationship and again built a query that perform.

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Oct 21, 2014

I like to have my query splitting quantities and give me running/accumulating total.

See attachment as what I'm currently getting and what I would like to get.

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Queries :: Display Historic Balance Based On Multiple Fields?

Nov 9, 2014

I have a database that contains details of payments returned to a bank account without sufficient information to identify who the money belongs to.

The DB is used by a team of people to retrieve details of an individual entry and when they have figured out who the money should be sent to they can mark that the payment has been "located". We can only send the refund at certain times of the month, so there is another activity "applied" where we have entered details on internal systems for the refund to be processed. Finally, once a month we physically transfer the money out of the bank account and add a "completed" date to all entries that were "applied" before that date.

My manager would like to be able to look back at a certain date to see what the balance was so he can make charts and whatever else in Excel. The balance will be all payments that were not marked as "completed" on that particular date.

I'm having trouble making a query that will give him the balance for each day in the past.

The important tables/fields here are

TBL_MAIN - dateReceived (date) and amountRefunded (currency)

TLK_LOCATED - appliedDate (date/Time) completedDate (date/Time)

TBL_DATES - activityDate - just a list of dates, which I use for a similar query of the amount we located/applied each day

So I'm looking for a query that will list all dates in tbl_dates against the sum of amountReceived up until that date, with the sum of amountReceived where completedDate is less than the date listed subtracted.

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Queries :: Balance Update Query - Data Type Mismatch In Criteria Expression

Jul 25, 2013

I have an update query for tGLCashAccount where it adds a value from another table with the BeginningBalance to arrive at CurrentBalance.

Here's what it looks like in design view:

Field: CurrentBalance
Table: tGLCashAcct
Update to: [tMakeNewCashBal].[TotalPrice]+[tGLCashAcct].[BeginningBalance]

Here is SQL code:
UPDATE tGLCashAcct, tMakeNewCashBal SET tGLCashAcct.CurrentBalance = [tMakeNewCashBal].[TotalPrice]+[tGLCashAcct].[BeginningBalance]
WHERE (((tGLCashAcct.GLCashAcctID)="102"));

I get the error: data type mismatch in criteria expression when I run it.

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Auto Forward

Nov 22, 2005

Maybe im looking up the wrong term...

I want to autoforward to the next blank...

Say I click a drop down box, after i select, i want to be able to automatically jump to the next field.

how do you do this?


Thanks in advance for any assistance you may render!


Mateo

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Total Carried Forward

Sep 23, 2005

I have a form that currently adds services and products paid for by a client, via subform calculations, indicates payment, via cash, check or charge, and shows, finally, what is still owed. This is for a clinic and some old folks, for example, pay small amounts over time.

The subtotal, sales tax, total and amount still owed are all calculated controls that are functional, but only for the current record. Each transaction record has a date/time field. Each transaction record has the patient ID.

I need to carry forward that amount owed, so that the next time that person comes in, the amount owed control reflects any amount that was owed from the last visit. Is this a case where storing that amount in a field in the 'transactions' table would be justified? Or do I need to somehow incorporate ALL the code leading up to the amount still owed, SUMing it along the way? Very ugly...

Can someone, both, give me some clear suggestions on how to do this kind of running sum on calculated controls (since SUM only works on fields) AND point me to samples of calculated amounts carried forward, if necessary?

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Forward Date Calculation

Mar 10, 2008

I need to use an update query to calculate the following 1st of April for each of 3000+ records, the only exception is if the Start Date is the 1st of April in which case the date will remain the same.

Examples

StartDateAdjStartDate

01/03/08 01/04/08
10/09/06 01/04/07
15/04/08 04/04/09
01/04/08 01/04/08

Can anyone advise the best way to do this?

Regards

Hawk

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Clear Fields And Auto Forward

Aug 6, 2005

I have three questions, both im sure are easy just overlooking something.

1) I have a search form where you type the search parameters into 3 fields, and then your click search. I want the fields to automatically clear after the search button is clicked (but enough time for the query to get the info from the fields).

2) A combo box is used to select the marketing type, when first clicked.. a dialog box comes up and gives the user instructions for the next blank. After the field is changed to the right selection, i need it to automaticcaly forward to the next box.

3) I need to use a text box to sure information. The table records only 1 line of text, does that mean you cant have 2-3 lines? Really just 1 line wrapped in the window?

Thanks in advance!!


Mateo

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Oct 3, 2006

I'm wondering if there was a way to put a button on my first tab that, when pressed, will take me to the second tab.

Thank you.

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Sep 9, 2014

I am creating a Stock investment Profit and Loss Query, therefore I need to get the prices from the last day. The problem is that the last day can be a holliday or weekend when the market is closed and when it happens the query returns no price.

My question is: Is there any function or any other way I can get the last day DATE from a range of dates?

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Pull Info From One Text Box Forward To New Record

Aug 10, 2005

Looking for an automation solution
currently I have a database for client progress and prescriptions. when the file is opened it is set for data entry so that a clean note form is opened. I have a button that pulls up past notes for their review.
it has been requested that there be a way to pull the last narative field forward to the new record for editing as a number of the features of the narative remain the same.
Currently the only way is for them to open the last seen note hightlight the field and past into the new note. to high level for some of them.
Need to make this an automated feature where they would just click on a button and the process would all occur behind the scean and the note would apper in the new note narative box.
I know that I could tell the form to not be for data entry but then they write over the last note. this needs to be a new record.
Any suggestions greatly appreciated
J

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Jan 7, 2014

I used the code in the link below to get the login id returned on a form but I am having trouble now that I rolled out the database the code gives an error if the user has older than 2010 and even on a new machine that has access 2013 what is the best code to use? to return the log in id to a form?? without worrying about what version of access they have it wont be older than 2003. URL...

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Records Appearing In Previous Queries

Jun 29, 2007

Hello everyone.

I use Duplicates Wizard to run about 14 queries which will show all possible combinations of duplicated records in an access table. Can anyone tell me how to add an extra column in reports 2 onwards displaying either a "yes" or a blank cell, being the answer to the question "does this record appear in any previous reports?"

Hope you can help.

Thanks.

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Queries :: Lookup Previous Value For Employee

Aug 9, 2015

I currently have a table where we are logging a task number against a date and time for each employees to track activity.What I am looking to do is in a query have access lookup the previous reference number for the employee before the date/time of the individual record but on the same day

example
Staff 1 08/08/2015 12:00 Task Ref: 1234
Staff 1 09/08/2015 14:00 Task Ref: 3456
Staff 1 09/08/2015 15:00 Task Ref: 7891

to show something like
Staff 1 08/08/2015 12:00 Ref:1234 Previous Ref: Null
Staff 1 09/08/2015 14:00 Ref: 3456 Previous Ref: Null
Staff 1 09/08/2015 15:00 Ref: 7891 Previous Ref: 3456

Fields are
Employee
DTActStart - this is when task started
DTActEnd - this is when activity ended
Task ID - Reference for task (unique field)

I've tried seaching forums (Used DMax and Lookup) but doesnt find the most recent record before the in view record/I'm thinking a query is the best way so that when Print a report of tasks run of tasks will then show

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How to get the last Thursday of previous month?

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Queries :: Previous Year Value In Columns

Dec 2, 2014

Simple example of what I'm trying to achieve...

Table with two fields:

read_date---read_value
--------------------------
01/01/13-----10
01/02/13-----20
01/01/14-----30
01/02/14-----40

Would like to create a query or queries that summarises the data as follows:

read_date--2014--2013
------------------------------
01/01/14----30----10
01/02/14----40----20

In words, read_date would list dates for the current year. Second column of query would give read_value for current year. Third column would give read_value for same day/month of previous year.

Have thought about using Dlookup to get value one year back, but not sure if is the best approach?

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Sep 23, 2013

I have a table that will have ITEMID as unique field but location could have save values. I tried using DLOOKUP to look at the value for the previous record to see if I need that value is same as current, however, since my data query are text formats, I am unable to. I get a message of mismatch data type. apply my query to look at sorted table by Location and ITEMID and if previous location = location, then my area=0?

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