Queries :: Rolling Sum Query?

Apr 17, 2013

I have a table comprised of/grouped by agency, payer source and billing date summing dollars the order/display of the data is the same as the grouping; that is, ordered by agency, payer source, and billing date. The billing date is just every Tuesday of every week. Every once in a while, there is a negative value in terms of dollars for a particular agency/payer source/billing date category. When this happens, a voucher isn't created and in billings that follow that 'rolling negative' amount must be accounted for. Is there a way in which I can produce a value on the line that adds the rolling negatives from prior weeks if they exist? An example is below:

Agency Payer Source Date of Billing Dollars Amt to Release
ABC Patient 1/28/13 $500 $500 *full amt releases because no rolling negatives
ABC Patient 2/04/13 $600 $600 *full amt releases because no rolling negatives
ABC Patient 2/11/13 $-200 *nothing released because negative amt
ABC Patient 2/19/13 $300 $100 *$300 - $200 released because a negative occurred in prior week

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Queries :: Calculating Three Different Rolling Averages In One Query?

Jun 26, 2013

Is there a way to calculate three different rolling averages in one query?

I just inherited a database where someone is using three queries to capture the same information only with different time frames. They were calculating a rolling three month average, six month average, and twelve month average. I would like to combine these queries into one to reduce time spent running reports from the database. All three queries are based on one table. One of the columns in that table is called "Month Start Date". That field shows the first day of the month when a call was entered. I can get the query to tell me the first month in the three month period and the first month in the six month period, but I can't get it to calculate the averages of the calls that fall in those time frames. Here is the SQL for the query I have now. When I try to run this, I get the error message that my formula is not part of an aggregate function.

Code:
SELECT DISTINCT DateAdd('m','-2',(Max([Month Start Date]))) AS ThreeMonthStartDate, DateAdd('m','-5',(Max([Month Start Date]))) AS SixMonthStartDate, Max([Month Start Date]) AS MaxStartDate, IIf([Month Start Date] Between [ThreeMonthStartDate] And [MaxStartDate],Avg([All Call Rate]),' ') AS ThreeMonthAverageCallRate, LIST_WITH_TNC.Device, LIST_WITH_TNC.Model, LIST_WITH_TNC.[Item Num]
FROM LIST_WITH_TNC;

Is there a way to make this work?

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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.

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Queries :: Rolling Sum In Access

May 8, 2013

Have a table/query result

Sr.NO Name Amt.Tot Amt.Needed
1 Mark 100 24
2 Mark 100 80
3 Tom 150 12
4 Tom 150 45
5 Joe 50 23

Need to add a field which is Amount.LEft so that the table looks like this

Sr.NO Name Amt.Tot Amt.Needed Amt.Left
1 Mark 100 24 76
2 Mark 100 80 -4
3 Tom 150 12 138
4 Tom 150 45 93
5 Joe 50 23 27

The last field is Amt.Tot - Amt.Needed and this should roll over and subtract for all transactions of Mark, then restart again for Tom and then again for Joe. Let me know if there is any confusion on that.

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Queries :: How To Set Rolling Year Based On Individual First Record

Mar 31, 2014

I wanted to know if it is possible to set a rolling year based on the first recorded date for an individual. In other words, my table is updated every time an employee receives a point. The record includes the employee's name (empName), the date (dateOfOccurrence), and the point (occurrencePoint).

I would like to create a query that would be based on a rolling year from the very first record of an employee based on the first dateOfOccurrence. The first date/record of this employee would be the start of the rolling year. I am writing this in SQL in Access 2013.

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Rolling Total In A QUERY!!

Mar 7, 2005

is it possible to have a query carry out a running total, so that it counts the record above and the current entry.....

example

Record 1 Total 10 Running total 10
Record 2 Total 10 Running total 20
Record 3 Total 30 Running total 50
Record 4 Total 5 Running total 55

as i said i need this done in a query if Possible...

anyone help?

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Rolling 12 Or 6 Month Query

Sep 22, 2011

I have a date field "yyyy/mm/dd"

The data is back up til 2009, but i only want to bring a rolling 12 months of data.

What should my query look like in Access

I did

Month()-12

This gives me an error Message ...

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Rolling Sum

Aug 3, 2006

Hi,

this is my first question in this site.

I have a database with the following fileds and associated values


areacode dt rainfall
---------------------------
AAA 1/1/2005 10
AAA 2/1/2005 4
AAA 6
. 0
.
.
.
AAA 31/12/2005

SOME BODY HELP ME IN FINDING OUT ROLLING SUM OF RAINFALL
FOR THE WHOLE YEAR ,FOR EVERY FIVE DAYS.

To put it simple ,consider the following data
rainfall rollingsum
1 15
2 20
3 25
4
5
6
7

Also ,i would apprecite on tips how to address the fact that a leap year has 366 days in the above scenario.

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Rolling Average

Sep 15, 2005

Is there any way i can calculate a rolling average for a field in a record, based on the 10 previous records?

Cheers,
Ben

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One Query To Return Either Records Within "Date Range" Or "12-Month Rolling"

May 25, 2005

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

blnDateRange = (Me.optDate = 1)
blnMonth = (Me.optDate = 2)

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:

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Rolling 12-month Total

Feb 25, 2008

Hi all,

I have a problem creating a query calculating a rolling total based on the last 12 months grouped by product.

The table:

Product no. / Period / Gross Rev / Clients
810 / 01-01-2006 / 1.000 / 10
810 / 01-02-2006 / 1.000 / 10
...
810 / 01-01-2007 / 500 / 10
990 / 01-01-2006 / 1.000 / 10
990 / 01-02-2006 / 1.000 / 10

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?

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General :: Rolling Out A Database Across Several Users

Jun 14, 2013

I have developed a new database using Access 2003, which I need to roll out across various users. Some have XP, some Windows 7, and each of them has different size screens. I guess I will have to adjust the various forms to size to a particular users screen resolutions and sizes.

Is there any way of doing this within the database itself, or do I have have to adjust each form according to the local users PC specification?

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Rolling 12 Months In A Combo Box In Access

Jul 5, 2015

How to code the rolling 12 months in a combo box?

(1) When I click on the combo box this month, the first value should be 2015-07 (yyyy-mm) and the last one should be 2016-06
(2) When I click on the combo box next month, the first value should be 2015-08 (yyyy-mm) and the last one should be 2016-07.

The combo box will check today's month and will automatically generate the 12 rolling months (include this month).

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Rolling A Date Back 12 Months Question

Mar 14, 2006

I have a query that takes a date from a selection form. Is there a way to window my data by taking this date and going back 12 months to give me a block of data covering this 12 month window.

Example:
Date entered is 03/dd/06
Date window desired is 04/01/05 thru 03/14/06

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Modules & VBA :: Loop To Do Rolling 12 Month Average

Aug 13, 2013

May be VBA is a better solution for this:

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.

Sample data attached.

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General :: Pull All Records In A Rolling 365 Day Period

Apr 4, 2014

What is the best way to pull all records in a rolling 365 day period. Like from 4/3/2013 to 4/4/2014?

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Queries :: Running Multiple Queries To 1 Excel File With Different Tabs For Each Query

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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Queries :: Adding Calculations To Queries Based On Columns In Query

Feb 18, 2014

I am trying to add calculations to queries based on columns in the query... it seems to randomly expect 'Expression' or 'Group by' as column types, and Im having to create 3 sets of queries following on from each other to de-dupe data and allow filters on calculated values.

Also I've got a function which turns a date into a quarterly cohort, e.g. Oct 2013 -> 20134. I use ot on a lot of dates. I created a VBA function, CohortQ used as follows in queries:

Cohort: IIf Year([InputDate]) < 1990 or Year([InputDate]) > 2020, 0 CohortQ([InputDate]))

In the VBA, InputDate is defined as a date

Code:
Function CohortQ(InputDate As Date) As Integer
If InputDate = 0 Then
CohortQ = 0
Exit Function
End If

[Code] .....

But when I run it on a date field, it gives me a data mismatch error. I can't step through as it's working on 600K rows.
If I put the function into the query,

Cohort: IIf Year([InputDate]) < 1990 or Year([InputDate]) > 2020, 0 Year([InputDate])*10+DatePart("q",[InputDate]))

it works.

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Queries :: Combine Two Queries Result Of Second Query In Another Column

Mar 15, 2014

i I have two queries.. What i'm hoping is to combine the result into one query but not in one column only but instead the result of the second query should be beside the first query.. The result of the second query should be added as a new column.

First Query

SELECT tbl_uSers.UserName, Count(tbl_rEceived_eMail.EntryID) AS eMailReceived
FROM tbl_rEceived_eMail INNER JOIN tbl_uSers ON tbl_rEceived_eMail.UseriD = tbl_uSers.UseriD
GROUP BY tbl_uSers.UserName;

Second Query

SELECT tbl_uSers.UserName, Count(tbl_rEceived_eMail.EntryID) AS eMailProcessed
FROM tbl_rEceived_eMail INNER JOIN tbl_uSers ON tbl_rEceived_eMail.UseriD = tbl_uSers.UseriD
GROUP BY tbl_uSers.UserName, tbl_rEceived_eMail.ProcessedYN
HAVING (((tbl_rEceived_eMail.ProcessedYN)="Y"));

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Queries :: Display 10 Queries In One Query Or In One Form?

Aug 15, 2013

I have a database from sharepoint which has 250 fields based on a survey. I imported the database into Access where I made 10 queries.

I want to know is there a way to display those 10 queries in one queries or in one form.

Given that some queries has result to display and others haven't yet.

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Queries :: 2 Queries Into A Single 2 Column Query?

Jun 6, 2013

I would like to be able to take 1 column from 2 different queries and put them into 2 columns in a 3rd query.

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Queries :: Create A Query On All Queries In Database

Mar 19, 2013

I am hoping to do a report all my queries in my Database.

I have managed to use some sql code to list the queries which is the following:

SELECT MSYSOBJECTS.Name
FROM MSYSOBJECTS
WHERE (((MSYSOBJECTS.Type)=5) AND ((Left([NAME],1))<>"~"));

But i cant seem to get any further i would also like to include the creation date, the description if any, the tables associated with each query, as i know i have a good few queries which maybe duplicates i just want to clean it up.

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Queries :: Combining Two Queries Without Union Query

May 7, 2014

Im trying to join two queries as I am unable to use just a single query but I cant use a union query as the query fields aren't exactly the same.

Both queries have a PO_Detail field as every PO has a PO_Detail number assigned to it. 3 of the same records are in both query results but one query is missing the other two results.

If I create a join between the two queries based on this field I don't get all the results. Unfortunately I cant upload the database as it has sensitive data which would take me ages to clear out but I can show a picture of the results.

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Queries :: How To Do Combine Two Different Queries In UNION Query

Oct 28, 2013

Am trying many times in UNION query but its not working because there is different field names and only some fields are matched. So I need to both query's are combine in 1 query.

They Quays details:

1.Customer Credit Transaction1
2.Customer Credit Transaction2

Above both queries are already combined in UNION query as (Customer Credit Transaction Final) its not a problem.So now I need to do combine the above Union query Customer Credit Transaction Final & ReceiptformQry.

The both query details:

Customer Credit Transaction Final
SELECT BillBook1.TID, BillBook1.BILLNo, BillBook1.BILLDate, BillBook1.Customer, BillBook1.BillMode, [BillBook1 Vat Details].[TOTAL Rs] AS [CC Amount]
FROM BillBook1 INNER JOIN [BillBook1 Vat Details] ON BillBook1.TID = [BillBook1 Vat Details].TID
WHERE (((BillBook1.BillMode)="Credit"));
UNION ALL

[code]...

Above fields are need to merge in Union query or otherwise. and remaining fields are needed to show separately.

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Queries :: Join Results Of Unmatched Query With Matched Query To Include Null

Mar 24, 2013

I am trying to do the good 'ol sales report (query) to include customers with no sales.

I have a customers table, account number table, sales table & sales (line) detail table. (all linked in that order)

If I run a query to show customers (in the customer table) with account numbers, that works

An unmatched query to show customer without an account number works (but of course the unmatched account number field isn't shown).

How can I get the two two be shown together with the "unmatched" having a null or 0 for their account number?

I am guessing in principle, the resulting solution can be modified to show customers without sales alongside those with sales?

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Queries :: Opening Design View Of Append Query Without Timing Out Source Query

Mar 4, 2015

In some cases I create pass-through queries and use these in an Append or Make-table query to bring data locally.

All is well and fine until source data changes and the pass-through query runs too long and times out.

If needed, I can extend the timeout value in the Parameters of the pass-through query no problem, but when I try to open the Append or Make-table query in Design view to do the same, the pass-through query is first triggered and then throws the timeout, and I cannot access the Design view of the Append or Make-table

Is there a way to open an Append or Make-table query in Design view without invoking the source query?

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