Queries :: Crosstab Query By Month - Report On Claims On Paid And Incurred Basis
Apr 7, 2013
I am creating a crosstab query in VBA to report on claims on a paid and incurred basis. I would like the query to have 13 columns - one for each month of the current year and one for all claims paid prior to January of the current year.
Is there a way to lump all data with a date less than Jan 1 into a single field while retaining the monthly detail for the current year?
All of the data is coming from a single table. Sample code below functions, but provides a column for every month a claim was incurred.
Sub Triangle()
'Triangle Reports
'Check Registers
On Error GoTo Error_Handler:
Dim DB As DAO.Database
Dim RS As DAO.Recordset
Dim QRY As DAO.QueryDef
I have a crosstab where I want year and month in the header so I have formatted a variable MTHYR to be of the form mm/yyyy.
This works well as Access only wants one variable in the column header. My problem is that it is not sorted nicely and with my data being between Aug 2013 and Jun 2014 the headers look like this.
1/2014,10/2013,11/2013,12/2013,2/2014, not a very nice order.
Is there a way I can reformat MTHYR or a completely different solution?
My current code is
Code: TRANSFORM Count(VOR_CALD_REGION.[Case Number]) AS [CountOfCase Number] SELECT VOR_CALD_REGION.[Dealer Name], Count(VOR_CALD_REGION.Case Number]) AS [Total Of Case Number] FROM VOR_CALD_REGION GROUP BY VOR_CALD_REGION.[Dealer Name] PIVOT VOR_CALD_REGION.MTHYR;
I then created a 2nd select query with inner joins to join both crosstab queries on similar fields (activity & projectname).
SELECT QUERY 2: projectname, activityname, employeename (totalhoursworked as value), employeename (calculatedcost as value)
It gives me this:
However, I want it like this:
Those employeename... refers to more employees being added after a period of time. Hence I want to know if I could use vba to generate a report every time a button is pressed on a form? I know how to link the form to the query.
get the data from two tables on the basis of criteria...
I want to select the whole table1 which has 6 fields including Emp_id...
I want to select the single field from table2. field name is "Username" from second table2. will select the username on the basis of Emp_ID becaue both tables has same emp_ID.
It should be in order like. Emp id, Username, Startdate, Enddate, Hours, trainingNames.....
I have a database of around 15,000 users and I'd like to create a query that I can run on a weekly basis and save the results to an Excel spreadsheet. The results need to be logical and understandable by my coworkers.
Unfortunately, the actual results of the query are not (in their raw form) logical or easy to interpret.
Let's say I have a table called "users" and within that I have:
Surname Forename FieldA FieldB FieldC
FieldA has a value of either NULL or a 12-digit number FieldB has the values are "ENABLED", "DISABLED" and "N/A" FieldC contains a value of either "1" or NULL
This means nothing to my coworkers who want each user to be sorted into a "category". As I'm running this on a weekly basis, I'd like this query to do the work for me, so I don't have to manually assign everyone to a category in Excel. Plus, of course, there is no chance of human error if the query does this for me.
Sooo... I'd like my query to categorise for me as follows:
Category1 = FieldA IS NOT NULL and FieldB="ENABLED" Category2 = FieldA IS NOT NULL and FieldB="N/A" Category3 = FieldA IS NULL and FieldB="ENABLED" Category4 = FieldA IS NULL and FieldB="N/A" Category5 = FieldA IS NOT NULL and FieldC = 1 ... etc.
I'd like the final column in the query results to simply list the category name, so I can simply copy and paste the data into an Excel spreadsheet and be done with it, safe in the knowledge that it makes sense to all.
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.
I need a query to pick the bones out of sales transactional data like this...
Code: CustomerName Currency A Smith GBP A Smith USD B Jones GBP B Jones GBP T Brown GBP T Brown AUD C Wong GBP C Wong GBP S Giles USD S Giles USD
From the above data, only A Smith & T Brown ...have made purchases in more than one (different) currency. How on earth do I trap that with a query? (or will it need a macro?)
If so, the table is called sales & the columns are as per the data above (CustomerName & Currency)...
"This query should prompt the user to enter two dates and than calculate the total amount paid for all invoices in the Amount field between those two dates (inclusive)."
Query is based on table Invoices.
I have created the query and dates part works fine. However,when I run Sum for the Amount field, instead of total amount query displays amount of each invoice between those dates. How to get just Total (amount of each invoice added up)?
how can i have the letters PAID in red running accross a form if the balance is '0'?????i been thinking about it and cant even come up with any logic other thanhaving a invisible "PAID" that if the balance >0 then make visible? does that make any sense?and how would i code it?Thanks!
How to make a report generate on a per record basis?
Basically I need to produce a report of all logged calls for a particular customer and be able to print it out. but I am unsure of how to generate this on a per customer basis would it be a case of requesting the user to specify before running? and if so how would I go about that?
I need some help here, I am in the final design stages of my database… I am working on creating some reports and I need some help getting the info I need in the right place. Let me summarize the problem, then I will give you a rundown of my table structure and what I need to do, finally explain how far I am at this point.
I need to create, a complex query for use of a report I am creating. Here is a summary of what info the final query needs to include:
CurrentRank / LastYrRank / BusType / BusName / BusPhone / etc. / Cat1 / Cat2 / Cat3 / etc.
******************* Here is my table Structure *******************
Now, each BusinessType has several associated BusinessCategories (3-8)… all of the businesses use that set of categories to create a unique set of categories along with a value and a year. So, all businesses with a common businessType will have a common set of categories and values, and will have a set for each year
Additionally each business within a businessType is ranked by those categories for each year. (I am currently setting the business rank by year manually, though I will eventually create a module to do it for me.)
With me so far?
************************* Here is The Report I need to make *************************
This is great… it is almost finished… Now, I need the list to include the current year and previous year rank (lets say 2006, 2005 respectively) and sort the list of businesses according to the current year rank… (in case of rank ties sorting by business name) to end of with this:
CurrentRank / LastYrRank / BusType / BusName / BusPhone / etc. / Cat1 / Cat2 / Cat3 / etc.
That is where I get stuck! Can I create a nested Crosstab?
I have tried to create a query using CTOGolfCourses and tblRank linking BusinessID then crosstab that query to get the results I want, however it just ends up creating a records for each business type to have every available rank with every available year, so when I crosstab it, it ranks all the businesses as #1 for both years.
If I can lay this out manually, I know that I can code this using VBA to generate the exact reports I need, using the varying criteria, however I cannot quite get the results I need manually.
Wow, this is a long post! Thanks for hanging in there! I really appreciate any help you can give on this complex problem!
I have list of member in the member table, every month each member makes a payment (monthly fee) as they do they get entered into the fee table how do I find out the members who have not been entered into the fee table (which will show they have not paid )
I have a query based form i use to gather data to generate a report. I have 2 forms Form A is where users open all reports from. On form A i have 2 unbound fields "Report Start Date" and "Report End Date" my queries us these from Form A as the criteria for the queries. I have like 30 reports using this method and it works great. I am now building 2 new reports, a monthly and a weekly report. These reports required and data entry point so i built "Form B"
I created my tables for these reports and went through and created the records. So when a manager needs to enter data for any given report they would us "Report Start Date" to identify what record they want to work with, so if they want to enter data for the December report the would select 12/01/2014 and then open "Form B". This works great and the report looks as good as any Access report can.
Now they are asking to add to "Form B" a comparison to the previous month or week depending on the report. for example:
This month we did 250 units Last month we did 300 units so we did 15% less "Yes my math is not exact"
They don't need to see last months data but i need a way to query the previous record to compare the data
This is the criteria code i use in the query that "Form B" is based on.
Code: [Forms]![Form A]![Report_Start_Date]
I am pulling up the 12/01/2014 in "Form B" but need the 11/01/2014 record floating behind to compare data.
How can i use the same setup but pull a 2nd record? I am thinking i can use a 2nd query but with different criteria.
Have a crosstab query for a running 12 months that is used for a report and I noticed today that each month is correct except that it is also picking up Feb of last year as well as this year. All other months are good. No other pre-queries have any date ranges in them. Anyone know what I have to do to prevent this problem? Below is my SQL.:confused:
TRANSFORM Sum([92660ScorecardUnionName].Hrs) AS SumOfHrs SELECT [92660ScorecardUnionName].EMPID, [92660ScorecardUnionName].Category, [92660ScorecardUnionName].OPID, [92660ScorecardUnionName].NAME, [92660ScorecardUnionName].Description, Avg([92660ScorecardUnionName].Hrs) AS [Avg Of Hrs] FROM 92660ScorecardUnionName GROUP BY [92660ScorecardUnionName].EMPID, [92660ScorecardUnionName].Category, [92660ScorecardUnionName].OPID, [92660ScorecardUnionName].NAME, [92660ScorecardUnionName].Description PIVOT Format([Date],"mmm") In ('Jan','Feb','Mar','Apr','May','Jun','Jul','Aug',' Sep','Oct','Nov','Dec');
TRANSFORM Workersdetail.workername AS CountOfedate SELECT Workersdetail.[attendance], Count(Workersdetail.[edate]) AS [Total Of edate] FROM Workersdetail GROUP BY Workersdetail.[Workername], Workersdetail.[attendance], Workersdetail.[workerhourenter] PIVOT site+Cstr([workerhourenter])
I wanted to know that, is there any option through which my report gets autoupdate or refresh incase of addition in SITE field (as mentioned with PIVOT)?
I've got a self updating crosstab query, its essentially a monthly summary and every month a new column is added (one corresponding to the current month, i.e., next month the new column will be may, following that the new one will be june, etc)
I've designed a report to be based on this query and i tested it out by manually adding data for next month into a table, the query auto updated however the report remained the same (ended in april instead of adding a new column for may).
Just curious if there is a way to automatically add these new columns to the report every month or will i have to do so manually?
I am trying to create a cross tab query which will output the data for only three months starting from the recent month. I would want these months to be heading. However, I don't want to create reports over and over again. I want something, that will resolve the issue through parameters kinda thing. I don't know, if this can be done or not. Right now I have the cross tab query for all the months, but I have to manually choose the months to fit in the page. I hope I am making sense here. I didn't know where to post this, in query or in report. Therefore, I am posting it here.
I want to create a report for the Monthly cleaning plan of a hotel. For each day, how many rooms need new sheets, how many need new towels etc.
At this point I can generate a report for any given day.
This could be an example of what I want to achieve
Code: ------------ Date | Date+1 | Date+2 | Date+3 New Sheets 2 1 0 2 New Towels 1 3 0 1 Full Clean 0 1 2 0
"Date" is a date tat you can set, after which you'll get the following 30 days("Date+1","Date+2" etc)
I thought that a CrossTab query would give me what I want,but using the wizzard I can't get the result that I want. Haven't worked with crosstab queries before so maybe I'm doing something wrong, or maybe this isn't even possible with a crosstab query.
Me having a db which is having a student table which is keeping all student info, second i have a Van table which is keeping van info. I wanted to know how it is possible to calculate monthly van fee for each student on monthly basis which db do it itself based on system date/time and calculate monthly required fee for each student. I also would like to know that if a student do not pay in a month then checking the next month or checking unpaid student through date criteria it displays all due amount may be in sum.
I have a query that pulls the records by month and year this worked great
Query is set up as Field: Month: Format([ErD],"mm/yyyy") Criteria: [Enter Month and Year (mm/yyyy)]
But I need the Month that is pulled to display in the report header along side the report header text without the user needing to enter the Month again. Example report header: January Things you need to know.
I have a crosstab query to summarise the counted string values from another query: E.g.;
TRANSFORM Count(Table1.Viable) AS CountOfViable SELECT QryTable01.productName FROM QryTable01 GROUP BY QryTable01.productName PIVOT Table1.Viable;
As there are some null values returned (ie blank cell in the pivot table)
I used the Nz function to make this zero but when the query results are used in a report I want to add the rows to get row totals... but the result is as if they were string values;
So if I add a text box in the report with = [viable] + [Not viable] t Then the report row with the values:
Below is the SQL view of a Crosstab Query I am running. However I am lost at how to keep it from creating a serpate row for the same data on the column. For instance in the row data if I have an ATM batch come in for 1111 on 9/16 and then one come in for 1111 on 9/17 instead of keeping it on the same row it drops 9/17 down to the next row. Is there a way to keep the data on the same row?
Code: PARAMETERS [forms]![frmReporting]![txtDatefrom] DateTime, [forms]![frmReporting]![txtDateTo] DateTime; TRANSFORM Sum(Query1.CountOfATM) AS SumOfCountOfATM SELECT Query1.ATM, Query1.Store, Query1.Type, Sum(Query1.CountOfATM) AS [Total Of CountOfATM] FROM Query1 WHERE (((Query1.[Date Stamp])>=[forms]![frmReporting]![txtDateFrom] And (Query1.[Date Stamp])<=[forms]![frmReporting]![txtDateTo])) OR (((Query1.[Date Stamp]) Is Null)) GROUP BY Query1.ATM, Query1.Store, Query1.Type, Query1.[Date Stamp], Query1.[Date Stamp] PIVOT Format([Date Stamp],"Short Date");
I want to show this in a report, similar to an spreadsheet, with:
ProductionForecastProductId = Rows ProductionForecastMonth = Columns ProductionForecastQuantity = Data
I thought of using a crosstab query like this:
Code: TRANSFORM avg(tblProductionForecast.[ProductionForecastQuantity]) AS AvgOfProductionForecastQuantity SELECT tblProductionForecast.[ProductionForecastProductId] FROM tblProductionForecast GROUP BY tblProductionForecast.[ProductionForecastProductId] PIVOT tblProductionForecast.[ProductionForecastMonth];
but I don't want the average of ProductionForecastQuantity. I want the actual value!
Is a crosstab query the wrong method to use?
If no, how do I show the actual value of ProductionForecastQuantity
I have a crosstab query that I would like to sum data across. Each row is a seperate experimental product, and each column is a test phase that each product goes through. The data is the number of days each product was in each test phase. What I need is the sum total of days that all products were in all phases. Think of this table as a single item, and each row is a slightly different version of the item to test. So what I need is essentially how many days this item has been in testing across all variations.
