Queries :: Rolling 12 Month Query - Keeping Track Of Orders Placed For Given Part Number By Month
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.
I want to create a simple query from a list of orders dating back over 12 months.
The fields I have is Ord_Date, Qty
I need to show the orders by month for the last 12 months.
The problem I am getting is that the orders for the month of April (as we are in April now) contain orders from 1st - 22nd April 2013 and orders from 23rd - 30th April 2012, therefore confusing the figures.
I would just like orders grouped by month with a total qty dating back 12 months, but without any old orders for the current month.
From this table I want to create a rolling total so that the rolling gross rev of product 810 MAR07 is based on APR06-MAR07 data. The same applies to the number of clients. Is this possible?
E.g. Rolling sum of clients in OCT07 = No. of Clients (NOV06+DEC06+JAN07+ ... +SEP07+OCT07) Rolling sum of clients in JUN07 = No. of Clients (JUL06+AUG06+ ... +MAY07+JUN07)
The problem is that the output has to be a table/query (a complete list) with following data: - Product - Period - Gross Rev (prenst) - Clients (present) - Rolling Gross Rev (last 11 month + the present) - Rolling Clients (last 11 month + the present)
The table is to be exportet to Excell and used in a pivot.
I have tried using the Dsum function but I have only managed to calculate a running total (not based on the last 12 months). Can somebody help me here?
Say for Material A: I need Access to see that the 1st date is 05/01/2013 and say 365 days out or 12 months (05/01/2013-04/01/2014) the average is 158.6 then 06/2013-05/2014 the average is 146.667 and so on.
Every month is not going to be listed in the results, if there is no month then assume 0.
My current database creates an invoice per order. Until now that worked wonderful. Now i want to create an invoice per month per customer with multiple orders on the same database. So i will have to create a new table/query on the existing order table.
I have a query that selects usage records from a table where a data field falls within a rolling 12-month period that ends on a month and year selected by the user on a form.
PARAMETERS [Forms]![frmReport]![cboMonth] Short, [Forms]![frmReport]![txtYear] Long; SELECT UsageID, dtUsage, dblUsage FROM tblUsage WHERE (((DateDiff("m",[dtUsage],DateSerial([Forms]![frmReport]![txtYear],[Forms]![frmReport]![cboMonth],1))) Between 0 And 11));
I also have a query that pulls data between two dates that the user specifies using two textboxes on a form.
SELECT UsageID, dtUsage, dblUsage FROM tblUsage WHERE (((tblUsage.dtUsage) Between [Forms]![frmReport]![txtStartDate] And [Forms]![frmReport]![txtEndDate]));
On the form I have an Option Group control that sets the visible properties of the 4 controls; 12-Month Rolling cboMonth - Month Combobox txtYear - User entered year Date Range txtStartDate - User entered Start Date txtEndDate - User entered End Date
What I was planning on doing was adding two new textboxes (txtQryStart & txtQryEnd) and depending on what option is selected, change the dates accordingly
If blnDateRange Then Me.txtQryStart = Me.txtStartDate Me.txtQryEnd = Me.txtEndDate End If
If blnMonth Then If Me.cboMonth = 12 Then EndMonth = 1 EndYear = Me.txtYear + 1 StartMonth = EndMonth StartYear = Me.txtYear Else EndMonth = Me.cboMonth + 1 EndYear = Me.txtYear StartMonth = EndMonth + 1 StartYear = Me.txtYear - 1 End If Me.txtQryStart = DateSerial(StartYear, StartMonth, 1) - 1 Me.txtQryEnd = DateSerial(EndYear, EndMonth, 1) End If
Now I can use one query to accomplish both types of query; SELECT UsageID, dtUsage, dblUsage FROM tblUsage WHERE (((tblUsage.dtUsage) Between [Forms]![frmReport]![txtQryStart] And [Forms]![frmReport]![txtQryEnd]));
This approach works. It saves me from having to duplicate the queries and some future headache if anything needs to be changed in the queries.
What I was wondering is there an better/simpler way to do this? :confused:
I am building a report and need to know the coding in the query (or in the report) to achieve the following.
Currently, in my query - 3 fields that work fine:
AppDate - dates of set appointments (Appt)
MonthNo: DatePart("m",[App_Date]) - get Month value
YearNo: DatePart("yyyy",[App_Date]) - get Year value
What I need is : EXACT coding to get these counts to show in my report:
January 2013 12 appointment (there were a count of 12 appts in January) over 23 days (there were 23 days where appts were booked in January) of 31 days (total number of days in the month of January)
February 2013 18 appts (there were a count of 12 appts in February ) over 19 days (there were 23 days where appts were booked in January) of 28 days (total number of days in the month of February )
I have a table full of dates of meetings through out the year...
Example
tMeetingDates
16th August 2005 18th September 2005 19th October 2005 23rd November
-----
i also have a report that i print out each month that has the date of the meeting on it... i currently edit the date manually.
I was wondering if there was a way to automate this facility, so that the report looked to the table of dates and looked for the current Months Date that is stored i the table.
i then want this date to be displayed in the Report.
So in this instance if i am running a report for tomorrows meeting being the 19th October it would display that date in the report....regardless of when i run the report...
Obviously if i run the report on the first of November because the month has changed it would then display the date of the November Meeting...
Using Access 2010..I have form with a date on it. For this control I have show date picker set to "For dates" and lo and behold I get calendar! I can scroll through this calendar month by month. Great if I just want to go back or forward a month or three. What I'd like to be able to do is scroll through the calendar year by year. Can I do this with the method I'm using at the moment? If not is there a way round it that isn't over complicated?
i have a date field called open & i need to generate a query to count all entries by month, so far i can get all cases each day, but i'm unable to get the query to count them just based on the month & year..
I am creating a line graph from a running total query to show our income from items shipped for each month. Currently I have the following Code in my query which works but it displays the month as a number in my graph and I would like it to show the Month name.
Code: SELECT DatePart("yyyy",[ShippedDate]) AS AYear, DatePart("m",[ShippedDate]) AS AMonth, DatePart("d",[ShippedDate]) AS ADay, Format(DSum("SalesPrice","tblJobs","DatePart('d', [ShippedDate])<=" & [ADay] & " AND DatePart('m', [ShippedDate])<=" & [AMonth] & " AND DatePart('yyyy', [ShippedDate])<=" & [AYear] & ""),"Currency") AS RunTot FROM tblJobs WHERE (((tblJobs.ShippedDate) Is Not Null)) GROUP BY DatePart("yyyy",[ShippedDate]), DatePart("m",[ShippedDate]), DatePart("d",[ShippedDate]) ORDER BY DatePart("yyyy",[ShippedDate]), DatePart("m",[ShippedDate]), DatePart("d",[ShippedDate]);
I tried this solution, but I get an error in the RunTot field, I'm assuming because Access can't use the month name in dsum.
Code: SELECT DatePart("yyyy",[ShippedDate]) AS AYear, MonthName(DatePart("m",[ShippedDate])) AS AMonth, DatePart("d",[ShippedDate]) AS ADay, Format(DSum("SalesPrice","tblJobs","DatePart('d', [ShippedDate])<=" & [ADay] & " AND MonthName(DatePart('m', [ShippedDate]))<=" & [AMonth] & " AND DatePart('yyyy', [ShippedDate])<=" & [AYear] & ""),"Currency") AS RunTot FROM tblJobs WHERE (((tblJobs.ShippedDate) Is Not Null)) GROUP BY DatePart("yyyy",[ShippedDate]), MonthName(DatePart("m",[ShippedDate])), DatePart("d",[ShippedDate]) ORDER BY DatePart("yyyy",[ShippedDate]), MonthName(DatePart("m",[ShippedDate])), DatePart("d",[ShippedDate]);
My question is that I wish to have a query that looks up on a name in a form (No problem got this bit) and also the Date field from the same form so that from the date :-
example 24/03/2013 only cares about the Month and Year so would look up only March in 2013
The end result would be to supply me with a number (using count) of how many times this persons name has occurred within the calendar month and year of the date supplied in the form
I am trying to create a query with a parameter on it, but on a date box, but only searching for a specific month, without regards to the year. So what I want is for me to run the query, a pop up box asks "which month?", I then put in Jan for example, and the results will show all records with the month Jan regardless of the day or year.
Is this possible? If so - whats the code I would use?
Hi All - I would like the user to be able to import a month name (April for example) and then have access convert that name to a number (4) so that I can search for records that were opened before the month entered. I have been using:
Hi I am struggling to get a number to change to a month name. When the user chooses a month from a drop-down:
Value List 1;"January";2;"February";3;"March";4;"April";5;"May";6;"June";7;"July";8;"August";9;"September";10;"October";11;"November";12;"December"
I use the month number to run the query, ie: 1, 2, 3 etc., But I want the Month Name to use in the subsequent report.
I have no other data in the query other than a month number to use so I thought about an invisible text box that get's the month number and I could reference it from the report, but I just can't get the text box to get the month name from the drop-down.
Access 2007 query that has a specific date range between #6/1/12014# and #7/1/2014# returns the date I need. How do I now get it to pull just occurrences on Fri Sat and Sun of the month of June?
I am trying to create a mailing list of patients. Let's say I am creating a mailing list for February. I need the mailing list to consist of people who have had surgery in February from the beginning of the database, and people who have had surgery three months ago, so anyone who had surgery in November. I have created a form that has a button which is connected to a query, the form has a unbound textbox where I can enter the month in (2 for February). Then the query uses the datepart function to search for this month in their date of surgery. But this only gives me people for surgeries with february, how would I get people who have had surgery three months ago in the same query.
I am hoping to create a field name in a query that will change every month. Right now the filed name is qryTechQuintileMonth-7.am_quintile. this designates that the data is for October 2012. There are 6 other fields named similarly for Nov 2012 through April 2013.
Is there a way to name these fields with the proper month-year (mmm-yy) so they automatically update each month?
