Queries :: Running Sum Query Across Groups
Mar 16, 2014
creating a query with a running sum (cumulative total) across two categories. I need to accumulate Wages by employee, by calendar year for every day/every job worked. I have a table containing over 33,000 records, the years span from 2009 to 2014 with multiple employees.
The Dsum option I have found on the internet is too time-consuming and locks up my query for the over 33,000 records I need to generate results for. It needs to be a SQL statement. Although all the SQL statement I have tried simply total all Wages for every entry ever made in the column, instead of per calendar year, per employee.
Here are my fields:
Calyear = Ascending
Employee Name = Ascending
WorkDate = Ascending
ID
[code]...
There may be more than one entry per day per employee in a given year. This is so I can calculate certain payroll taxes which are based on cumulative wages amounts.
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Jan 3, 2014
I have a query with about 7500 records that are grouped as follows and sorted by Mtr_Reading
ID Name Event_Start_Time _Hour, Mtr_Reading
2210 XYZ 7/15/2013 13:00 17 150
2210 XYZ 7/15/2013 13:00 14 143
2210 XYZ 7/15/2013 13:00 16 115
2210 XYZ 7/15/2013 13:00 15 110
2210 XYZ 7/15/2013 13:00 13 100
2210 XYZ 7/16/2013 12:00 12 100
2210 XYZ 7/16/2013 12:00 17 150
2210 XYZ 7/16/2013 12:00 14 147
2210 XYZ 7/16/2013 12:00 13 113
2210 XYZ 7/16/2013 12:00 18 110
2210 XYZ 7/16/2013 12:00 15 100
There are about 75 distinct sets of ID's and Names not shown here
The rows were sorted by the Mtr_Readings and we have to take the best four readings out of each group and average them. If a group has more than four rows then the top 4 are taken out and the balance is discarded. If the group has four rows or less all of the rows are taken.
I did try nested select statements and kept getting "invalid argument to function" exceptions.
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Jul 18, 2013
I'm using Access 2003 and excel 2003.
We currently manually run 5 different queries then copy and paste this data into 5 separate tabs on 1 workbook, I'm trying to automate some of this process if possible.
I am trying to use the 'transferspreadsheet' action within a macro to run a query and post it into a template excel file, using this code:
Trasfer Type Export
Spreadsheet Type Excel 8-10
Table Name (query Name)
FIle Name (FIle location)
Has field names No
Range Blank
----
This does seem to work and puts the data on a new tab on the specified workbook.
However I have a few questions:
1. Can you specify which query gets put onto which tab in excel? The tabs have different fixed names.
2. Can you specify which Cell the data gets pasted into to? As each tab has a set of headers and titles which need to remain.i.e would need to get query 1 to start in cell A4.
3. How would you expand the above out so that it runs all 5 queries, would you just add in multiple transfer spreadsheet actions in the same macro?
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Jan 14, 2014
I have a form with tab set one tab called "Enter Receipt" and another that houses 2 queries called "Reconcile". My issue is when I open that form, I have an On Current Macro to go to NEW record for my Enter Receipt, but I am getting a delay while the query status bar runs the other queries. I was hoping not to have those ran until i enter the parameters and hit the run button on that "reconcile tab".
Everything else works, i just need the queries to keep from running when i load the form. my queries i moved from EDITED to NO LOCKS thinking the On Current new record may affected them, not change in delay.
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May 20, 2015
I have a table with dates in field1 and an amount of seconds in field2.
field1 field2
01/01/2015, 1345
02/01/2015, -132
04/01/2015, 259
I would like to produce a query that performs a running total in the third column like so:
field1 field2 field3
01/01/2015, 1345, 1345
02/01/2015, -132, 1213
04/01/2015, 259, 1472
This is quite simple to achieve in Excel. (eg =SUM($B$1:B3))
What is the query formula for Access?
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Jun 18, 2013
I have a table for timesheet entry for a local building firm. I have a separate table containing employees and rates. I have created query "Qry_ Time Costs" which calculates the cost of hours worked by each employee by multiplying the hours field in the timesheet entry table by the rate field in the employees table.From "Qry_TimeCosts" I have created "Qry_TimeCosts1" in which i have included a running total field for time costs per day using the DSum function.
SELECT Qry_TimeCosts.[Project Title], Qry_TimeCosts.[Build Element], Qry_TimeCosts.[Date Worked], Sum(Qry_TimeCosts.Hours) AS Hours, Sum(Qry_TimeCosts.Cost) AS Cost, DSum("[cost]","qry_timecosts","[project title]='" & [project title] & "'" & "AND [build element] ='" & [build element] & "'" & "AND [date worked] <=#" & [date worked] & "#" & "") AS RunTot
FROM Qry_TimeCosts
GROUP BY Qry_TimeCosts.[Project Title], Qry_TimeCosts.[Build Element], Qry_TimeCosts.[Date Worked], DSum("[cost]","qry_timecosts","[project title]='" & [project title] & "'" & "AND [build element] ='" & [build element] & "'" & "AND [date worked] <=#" & [date worked] & "#" & "")
HAVING (((Qry_TimeCosts.[Build Element]) Is Not Null));
This seems to be working for some projects and not for others. In particular dates 3rd 4th and 5th of June seem to be showing null fields, where all other dates have values. A few projects are showing inaccurate running totals whilst others are working fine.
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Feb 2, 2015
I have an access query named "leaveapp" and I want a running count as below:
EmpID TypeID
360 1
360 1
360 14
360 14
360 8
1390 8
1390 8
1390 14
1390 14
1390 1
and i need a column in the right with running count like below
EmpID TypeID runningcount
360 1 1
360 1 2
360 14 1
360 14 2
360 8 1
1390 8 1
1390 8 2
1390 14 1
1390 14 2
1390 1 1
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Jun 3, 2015
I have a table of prices for commodity contracts, with my first field showing the dates the prices are from and the subsequent fields relating to the individual contracts (contract A, contract B, contract C, etc.)
I want to run a query that allows a date range to be selected, and a contract to be selected.
the first part I am pretty sure i know how to do (Between [Enter Period Start:] And [Enter Period End:]), but its selecting which contract i want this range to apply to that I am not sure how to do.
Can this be done in the same query? or would i have to do something like create a separate query for each contract and then use a form with a selection box that chooses which query to run?
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Oct 8, 2014
I'm having problems figuring this one out -- I'm fairly new to access. I have included a JPG attachment that shows the information I currently have in use and what I would like. I need a SQL statement that will generate the rolling 12 months by period.
The end results will be a table that is populated with the rolling 12 month values so I can qry a sharepoint infopath form to look up the rolling value (look up against lng_PERIOD and chr_EE_RACF) to populate the YTD values.
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Apr 16, 2013
I have now a database where I made a query that will show me all clients I can charge when there is a end date and an account number mentioned. I have also in a table where I put if the client is already charged. This is a check box that gives me yes or no. Is it possible to run the query and once those selected show up, to also add a yes to the table so next time I run the query the ones charged will not be charged again.
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Sep 15, 2013
I have a count and store data INTO a table named USTATE
When I run the query it works within 30 seconds. but when i add INTO USTATE then it takes 4-8 minutes to complete it and asks for if i want to delete the existing.
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May 11, 2014
I want to do something within Access 2010, but unfortunately I have only partly succeeded so far..
So far this thread has been very useful: [URL] ....
It (almost) completely explains my problem. I have a database with suppliers that participated in tenders. Now I would like to, on a chronological basis, make a "running count" on how often a supplier participated in these tenders (on the basis of supplierID).
In the attachment you can see an example of how the data in my table looks like. With the following function, which I got out of the thread above, I have already been able to make a running count on how often a supplier participated (its "experience").
The function:
DCount("*";"[Table1]";"Supplier_ID = " & [Supplier_ID] & " AND ID <= " & [ID])
So far, so good. But I would like to go for an extra addition, since now the period on which this running count is based is the entire data set, which runs from 2006 till 2013. In other words, Access starts counting from the first record and ends at record 300.000. What I would like to do is to base this running count on the two years before (and including) the tender's Decision_Date, which is also in the dataset.
Example: a specific supplier participated in a tender that took place on 10 december 2010. Know I would like to know its "experience" with tenders, by means of a running count, based on the period from 10 december 2008 till 10 december 2010.
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Oct 10, 2013
I have a query that produces a report for charges to the client. On the form I have a checkbox that when the client is charged it is ticked. What would be better is that when I run the query to export to excel, it should check all those checkboxes and the ones that are blank, fill them in (tick the box). Then I need to add to the query that that field should contain only blanks so it will show me only the ones that where not charged and then after producing the report check those boxes so it keep track of all the clients charged (to avoid double charge).
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Dec 18, 2013
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]);
Do any of you know a way I can make this work?
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Feb 28, 2014
I have some queries that pull data from one table and other queries that pull data from two related tables. In both cases, how do I prevent the data from being changed after the queries results are displayed? I know I could make a form and lock each field so it couldn't be changed, but I was hoping to avoid having to do that.
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Jan 1, 2015
I have 3 different "buttons" on my form that run individual update queries. I know these update queries are running correctly. Decided to make a macro that will allow me to run all these queries by clicking one macro button.
My question is: Is there some way to stop the pop up msg that advises I am about to run an update query and the next pop up msg that informs me of how many rows I am going to update?
These pop up boxes are starting to drive me crazy when I run the macro.
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Jul 4, 2013
I am trying to run a query in Access 2010 but I am getting an "Invalid Procedure Call" error. I searched online and found that this error can be caused by broken references.
I opened the VB editor (Alt F11) to search for "Missing" references but I do not see any. These are the 4 that are checked.
1. Visual Basic for Applications
2. Microsoft Access 14.0 Object Library
3. OLE Automation
4. Microsoft Office 14.0 Access database engine Object Library
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Dec 3, 2014
How does one handle function errors when running a query? Specifically:
(a) I have a user-defined function that lacks any error handling code except for an Exit Function that gets triggered if there is an unacceptable input parameter (e.g. typo in a flag value).
(b) This works fine when the function is simply part of VBA code or used in the Immediate window of the VBA editor. However,
(c) when the function is used in a SQL Select Query, I get bumped into the de-bugger, and Exit from there does not get me out of the Query. It just gets me out of the current record being processed and then hangs up again on the next.
It seems, therefore, that the function needs to have some instructions that abort the entire query when the function aborts the very first time.
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Nov 12, 2014
I have a running total query that seems to run but when I try to total the query results then Access will be "Not Responding". I tried to change it to a Make Table query because I need to use the running total result in another query. So I created a table but when I try to run the make table query it just says "Run Query" at the bottom. Here is the query:
SELECT [OTMissing].[Employee], [OTMissing].[AsOf], [OTMissing].[HRsEarn], (SELECT Sum(OT1.[HRsEarn]) FROM [OTMissing] As OT1
WHERE OT1.[Employee]=[OTMissing].[Employee] AND OT1.[AsOf] <=[OTMissing].[AsOf]) AS RunningTotal, [OTMissing].[RemainPP] INTO OTGenerated
FROM [OTMissing]
ORDER BY [OTMissing].[Employee], [OTMissing].AsOf;
My OTMissing query is 47061 rows. Does that have something to do with it? The only other thing it might be is that most of the records have 0 although I'm not sure why it would be a problem I thought I would at least mention it.
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Sep 11, 2013
I have several queries that perform an audit on data. I want to create a form that has two buttons, multiple labels and textboxes. When the first button is pressed, it runs all queries and returns a count of the records within each query into the corresponding textbox. Then I want a a button that will clear all textboxes. I don't want to see the queries, I just want them to run in the background and the count results to be populated in the textboxes.
So for example, it would return:
Check1: 3
Check2: 6
Check3: 2
Check4: 0
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Aug 5, 2014
I am trying to create a running total query that aggregates project funding by fiscal year. The fiscal year is calculated based on a date time field that is never null. The totals field comes from 2 different number fields that are either 0 or > 0. The query is going to be linked to by Excel, so I have to do the running total in the query itself, vs. a report.It is close to working, except that it is not totalling the first fiscal year. The output surrently looks like this:
FYear BudgetedCostIndCont Commitment
2010
2011 8585643 4742000 3843643
2012 2297116511432165 11539000
2013 3618726216963282 19223980
2014 4457769020706644 23871046
2015 4963815023206644 26431506
As you can see, the first row for FY 2010 is blank. I know there is data there, as this query is fed by a subquery that selects these rows based on contract signed date. Below is the SQL of each query:
Code:
SELECT Year([DateContractSigned])-IIf([DateContractSigned]<DateSerial(Year([DateContractSigned]),4,1),1,0)+1
AS FYearExport
FROM tblProject
GROUP BY Year([DateContractSigned])-IIf([DateContractSigned]<DateSerial(Year([DateContractSigned]),4,1),1,0)+1, tblProject.ProjID, tblProject.FPAccepted
HAVING (((tblProject.FPAccepted)=True));
and the Aggregate query:
Code:
SELECT qryDashboardChart1.FYearExport,
DSum("[BudgetedCost]","tblProject","Year([DateContractSigned])<=" & [FyearExport]-1 & "")
AS RunTotBudgetedCost, ([RunTotBudgetedCost]-[RunTotTECTERRACommitment])
[code]....
I should also mention that I cannot implement the NZ() function, as Excel balks at this when trying to link to Access queries.
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Aug 18, 2015
I have a query that uses the input from a form as criteria, which is then used in a report. The form input is a drop down based on another table. This is a sales pipeline report, and the list is a list of sales people. The report works perfect for all sales people except one. When I run it for the one, I get the following error:
"This expression is is typed incorrectly, or it is too complex to be evaluated. For example, a numeric expression may contain too many complicated elements. Try simplifying the expression by assigning parts of the expression to variables".
I DO NOT get the same error when running the query by itself - so assuming there is something in the report causing this. I do have some sum formulas in the report.
Again, no other salespersons selected cause this error -- so I am assuming there is something in the dataset for this person that is causing the error.
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Oct 14, 2013
I have a query that will sort groups of zip codes using the following expression: Between [T_ZipRange]![StartZip] And [T_ZipRange]![EndZip]. The first and last zip codes are entered and the expression returns the zip codes between the "start" and "end" range. The problem is that if a zip code is only 5 digits: xxxxx- instead of xxxxx-xxxxx, the zip code will show up in other sorts. The zip code field is a text field. How can I limit the sort, based on the number of digits in the zip code?
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May 18, 2013
I've a club database the records score for juniors on age groups that are set as of the 1st January each year. I would like to set this automatically from the date of birth. I have found some code that is very close to what I need apart from the fact it groups on the exact DOB resulting in changes to age group mid year.
'----------------------------Code Start--------------------------------
Public Function AgeGroup(dtmBirthDate As Date) As String
Dim intAge As Integer
'Age Calculation
intAge = DateDiff("yyyy", [dtmBirthDate], Now()) + _
Int(Format(Now(), "yyyy") < Format([dtmBirthDate], "yyyy"))
Select Case intAge
[code].....
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Dec 18, 2013
I am trying to run a query and display the results in a report (the report side of it is childs play and not a problem). The problem I am having is that I have a search form which should allow the user to search any one of 6 fields (text boxes) or a combination of each.
If the user enters something into a field then that search criteria must match. I wanted to have it so if all fields are left blank then it will show all entries in the database (but it isn't, it shows a blank report). I also wanted it to allow partial completion of boxes.
So for instance if I have 5 customers (Jones, Jonson, Jonus, jimjonkins, Janis) and I type "Jon" into the name field then I would like it to show the first 4 records as they all contain "jon" somewhere in their name but its not, its only allowing exact matches.
I currently have '[forms]![Search_Customer]![Search_Name]'.
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Mar 16, 2013
Query is based on 1 table" tblTimeCnv_AgeGroups
Fields:
AgeGroup Time Ranking
30-& under 11.22 1
30-& under 10.41 2
30-& under 9.22 3
30-39 11.32 1
30-39 9.53 2
30-39 9.34 3
30-39 9.30 4
See attachment
My Ranking field is:
Ranking: DCount("*","[tblTimeCNV_AgeGroups]","[AgeGroup]=" & [AgeGroup] & " and time <= " & [time])
In the Ranking column the result is: #error in the first 3 rows then zeroes
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