Query To Pull Most Recent Account Balance
Nov 6, 2007
I am trying to run a query to select the most recent balance from a table that lists balance by date and account number. Basically I need to select the most recent balance for a given account number. Here are the details:
Table: CBALANCE
=========================
ACCOUNTNO
BDATE
AMOUNT
What works: This gives me the most recent account, but I cannot get the amount
=========================
SELECT Max(CBALANCEMIB.BDATE), CBALANCEMIB.ACCOUNTNO
FROM CBALANCEMIB
GROUP BY CBALANCEMIB.ACCOUNTNO;
What I want to work: This returns results which should not be in the result set (older balances)
==========================
SELECT Max(CBALANCEMIB.BDATE), CBALANCEMIB.ACCOUNTNO, CBALANCE.AMOUNT
FROM CBALANCEMIB
GROUP BY CBALANCEMIB.ACCOUNTNO, CBALANCE.AMOUNT;
Am I trying to do something too complicated for the query language?
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Nov 6, 2007
I am trying to run a query to select the most recent balance from a table that lists balance by date and account number. Basically I need to select the most recent balance for a given account number. Here are the details:
Table: CBALANCE
=========================
ACCOUNTNO
BDATE
AMOUNT
What works: This gives me the most recent account, but I cannot get the amount
=========================
SELECT Max(CBALANCEMIB.BDATE), CBALANCEMIB.ACCOUNTNO
FROM CBALANCEMIB
GROUP BY CBALANCEMIB.ACCOUNTNO;
What I want to work: This returns results which should not be in the result set (older balances)
==========================
SELECT Max(CBALANCEMIB.BDATE), CBALANCEMIB.ACCOUNTNO, CBALANCE.AMOUNT
FROM CBALANCEMIB
GROUP BY CBALANCEMIB.ACCOUNTNO, CBALANCE.AMOUNT;
Am I trying to do something too complicated for the query language?
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Feb 19, 2008
Hello all
I'm sure the answer is on here somewhere but trying to find it and then getting it to work is a bit of a problem, so i resorted to posting.
I have 5 tables
Partnership Details, Invoices, Funding, Communication, Communication Types.
the field Partnership Name in the Partnership Details table has a one to many relationship with the partnership name on tables: Invoices, Funding and Comunication.
What I want to do is create a query that will show the most recent invoice (detirmined by date) and the most recent funding (detirmined by date) for each partnership.
I can do this using max if I only want the feilds Partnership name, invoice date and funding date. however I want to create a report that will show several feilds from partnership details and I want to show the invoice no. and amount as well as the date and also the amount and notes field for funding
Is anyone able to help?
Thanks
Niyx
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Mar 13, 2006
I have a query that have three columns invoice number, tran number and amount. What I would like to do is to sum the invoice number if they are equal. example:
new column
Invoice #: 1345652 50.00 50.00
Invoice #: 1345652 65.00 115.00
I have the same invoice multiple times, but the transaction number is different. so I need to SUM all the invoices that are the same.
Please help!!!!!!!
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Aug 22, 2007
Hi All.
I have Request, Device and Receive table. All table has DeviceID. I create query to calculate total amount of each type of devices which was requested by link Request and Device tables. And query to calculate total amount of each type of devices which was received by link Receive and Device tables. I would like to create Balance query to calculate:
Total_Receive - Total_Request = Balance
If devices in Request and Receive table is the same result is correct. But if in Receive table add new type of devices I cannot see amount of new device in Balance query. How to fix that problem?
Thanks.
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Feb 17, 2008
Can someone help me please???:rolleyes: I have to query for the avg balance from customer table, custbal field from a certain state... I've tried everything and cannot seem to get the expression correct. How do I do this???? any help is appricated :D
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Feb 22, 2015
How to build query to give daily balance across bank accounts? (to then plot in a graph)
Assumptions:
* There is a table TRANSACTIONS which includes columns TRANS_DATE, AMOUNT and BANK_ID. It does NOT include a column for balance. So current balance for a bank account is the sum of the AMOUNTs for that BANK_ID for example. Balance on date XX will be the sum of all AMOUNTS for that BANK_ID for all TRANS_DATE's prior and including the date XX.
* Table BANKS which has BANK_ID and TITLE
Would like a query that gives: Supply StartDate and EndDate for the query:
Date Bank1Balance Bank2Balance Bank3Balance TotalBalance
1/1/15 $100 $200 $100 $400
1/2/15 $200 $200 $100 $500
.
.
.
etc
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Oct 6, 2005
I need to know if it is possible to make a query that selects the highest or lowest value below or above a number that a user or form defines.
For example, the attached database has a history of which of three children held the position of mom's favorite by recording the day that they became mom's favorite, the idea being that they stayed there until someone replaced them.
It is possible to make a report that would request a date from the user and then would return with who was mom's favorite on that date? Perhaps by checking the records to see which record had the most recent date before the date entered.
Just in case you haven't noticed, this is not the practical application of this concept, I am just trying to find out if it is possible.
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Dec 9, 2005
Hi,
I have a database with test scores that I am trying to get the most recent date for. Each student can take a test multiple times, but I only need to see the most recent test score. The tables I am using are one called Students which has the following fields, Grade, Student number, Last name, First Name, and Inactive, and another table called scores with the folowing fields,student number, score, test result, test name and test date. When I do a total query it still shows me multiple records for each student. How can I get this to show only the most recent test score for each test name? I am pretty inexperienced with access, and am totally unfamiliar with expresion builder. If anyone has suggestions I would appreciate it.
This is what my data looks like:
Grade Student # Last Name First Name Inactive Score Test Result Test Name Test Date
11 751240 BarretoLuisNo577XSBST Math 2/3/2004
11 751240 BarretoLuisNo611PSBST Math 2/3/2005
11 751240 BarretoLuisNoNTBST Math 2/6/2003
What I would like to have it show is the most recent test date of 2/3/05
Please help ASAP!
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Feb 13, 2006
I have the following columns:
Date
Price
Item #
Item description
Weight
Cost
Now, what I need is a report that will give the last price of an item. I import the new pricing on to a table once I receive, but not all the items get new princing all the time. This means I can't query for the pricing of a specific date. I need to figure out a query that will give me the LAST or MOST RECENT price entered. Also I can't just sort it out without going through thousand of records to get what I need, that's what I've been doing so far.
Someone please help!!!!!!!!!!!!!
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Aug 17, 2007
Hey,
My tables are structured right now such that; Table 1 has all the main information and uses a primary key. Table 2 is linked to table one without a primary key, for every row in Table 1 it can have several rows in Table 2. In Table 2, i have a date field.
I want to query information such that, it brings up information for the row in table one and only the most recent row in its corresponding table 2. Most recent indicated by date field.
I've tried some things using Max(date) etc, but to no avail.
Many thanks in advance!
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Feb 17, 2005
HI, I have a table with multiple records of inspections, so there are multiples of inspection_num and each has a different date. I only want to extract the most recent inspections? I have an example of the table below.
Inspection_num Completed_Date
1000 01/01/04
1000 04/01/03
1000 01/01/03
1003 01/01/04
1003 02/01/04
1004 01/01/04
So I would only like to extract the following:
1000 01/01/04
1003 02/01/04
1004 01/01/04
Thanks
Sherriff
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Sep 14, 2006
I've done querying before, but none as complex as this. What I'm trying to do is query a table for the most recent date (field labeled "Sample Date") for each ID (field lableled "Sample ID"). It is also giving me other output as a sum of my "Results" field. So, in essence, what I want is the total number (sum) of each "Sample ID" for that "Sample ID"'s most recent "Sample Date".
I have a query set up right now where its showing me the sum of "Results" for each "Sample ID", but with multiple "Sample Date"s and "Sample ID"s. I have the "Sample Date" field in descending order, but how do I get it to show only the most recent "Sample Date" for each "Sample ID"?
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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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Oct 18, 2007
I have a table with a DateTime field. I would like to create a query that queries only the 3rd most recent record in the table. So there would only be one record per ID. If there is only two records for an ID, it would show nothing. I have tried a few things already, but none of them have worked quite right. I was wondering if anyone had a new idea.
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Mar 11, 2006
Hello people - I am building an APPEND and DELETE Query which deletes STUDENTS in my Camera Loans database who have not borrowed a camera in more than two years.
In the query structure, under DATE_BORROWED, I put the expression <=Date()-730 (where 730 = 365 days x 2.)
However, upon running the query it gave back to me the earliest loan date of the student, (so their first loan date and details basically)
It ignores the more recent loans, so deleting this appended record would be a mistake.
Now I need an expression in a duplicated DATE_BORROWED field in the query structure that picks out the most RECENT date out of them all, the other field running the check on this most recent date to see if it is older than two years.
Surely there is some code or expression that pulls the most recent date out only of a whole series in a record? Or a criteria is performed on the rmost ecent loan only?
Help appreciated, thanks.
Neil.
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Jul 15, 2005
I have a parent table [Case] and a child table [Action], in a one-to-many [Access 2003].
The parent has an open date and a closed date.
The child has a received date and a completed date.
The child may contain more than 1 record that matches the parent.
Date fields for activities that have not yet happened are blank.
A typical example might be one parent and two child entries for a total of six dates fields.
I am after only a [single] most-recent action date of the six [there could be a tie for that most recent date, and then there would be two records returned in the result].
I am working for a table that includes a list of every parent record with the name and date of the most recent, or latest activity date.
After two days I decided to ask for help.
Thanks,
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Jun 1, 2006
My database includes a Project table and a Status table. They are linked by the ProjectID. The status table contains records sorted by date pertaining to work accomplished on each project. I have created a report based upon a query to give me an update of the status of each project. I only want to see the most recent record for each project from the Status table in my report.
How can I accomplish this?
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Dec 10, 2007
The database I am working with contains several different tables and a variety of information. I need to create a query that accesses information from two different tables. Though the tables contain other fields, the fields I am most interested in are:
Table 1: Protocol Information
"Protocol ID", "Title", "Expiration Date"
Table 2: Regulatory Submission
"Protocol ID", "Description of Submission", "Submitted By", "Date of Submission".
The way the data is stored, each protocol has a Protocol ID, and there is only one record per protocol in the "Protocol Information" table.
However, each time these protocols are submitted to our review board, a log is created in the "Regulatory Submissions" table.
I need to generate a query that pulls only the most recent submission date, so that the query output would look like this:
"Protocol ID", "Title", "Description of Submission", "Submitted By", "Date of Submission" (Where this is the most recent one), "Expiration Date"
From other forums and posts, I tried to create an SQL aggregate function, using Max or Last to get the most recent date. I was successful, but only if the query contained just the "Protocol ID", "Date Submitted", and "Description of Submission" fields. Adding any more, or creating a query to use the outputted data didn't work (it could be that my second query was not written correctly.) I am very novice at creating complex queries, and at SQL.
One additional complication: There are two values in the "Description of Submission" field of the "Regulatory Submissions" table that I am not interested in. They are "Adverse event" and "AE Summary Log". I can successfully filter them out using a criteria expression, but integrating all of these pieces has not been easy (or possible, yet).
I'm out of ideas. This is really complicated, and I apologize. Any assistance would be greatly appreciated.
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Dec 24, 2013
How would you write a Select Query to select the most recent dates?
Select OrderDates
From Orders
Where >=Date()
No good if recent date is older than todays date!
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Sep 22, 2015
I have a set of devices that are assigned to a truck, on occastion they are moved from truck to truck, I need to be able to track where they are AND where they have been. Here is what I have:
ID (autonumber)
GPS ID (number, this is the specific ID to each device)
Truck Number (this is the specific ID for each truck
Installation Date (Date installed / moved)
I have created a query to show the data I need, I have put them in order based on date.
- I must keep each event stored on the table
Goal:
To show a list of the current location of each device, nothing more.
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Aug 18, 2014
I have two tables with a one to many relationship. The tables are linked by the INDEX column.
EXAMPLE:
Code:
TABLE_1
INDEX NAME
1 Name_A
2 Name_B
3 Name_C
TABLE 2
INDEX NUM_INDEX STATUS
1 1 REJECTED
1 2 REJECTED
1 3 OPEN
2 1 CLOSED
3 1 REJECTED
3 2 OPEN
I need the NAME field from TABLE_1 and the Last STATUS field from TABLE_2 (MAX of NUM_INDEX).
Example:
Name_A, OPEN
Name_B, CLOSED
Name_C, OPEN
SQL that I have now.
Code:
SELECT A.FIN_Finding_Number, B.Max_Index
FROM TBL_Findings AS A INNER JOIN (SELECT RES_Finding_Index, Max(RES_Response_Index) As Max_Index
FROM TBL_Response GROUP BY RES_Finding_Index ) AS B ON A.FIN_Finding_Index = B.RES_Finding_Index
WHERE (((A.FIN_Finding_Index)=34));
This SQL statement will return me the Finding_Number and Max_Index. I don't need the Max_Index. I need the Status. If I put the Status in the Sub-Query and GROUP BY it, it will return both REJECTED and OPEN. I just need it to return OPEN.
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Feb 21, 2014
I'm trying to create a report for how many "nasty grams" (rejection notices) my company has sent to people who keep sending in paper forms when they are supposed to file electronically.Every letter that goes out has information recorded based on whatever they sent to us - so the only remotely reliable way to count how many each person received is by the address on the envelope (people use different names, different business names, use different telephone numbers on the forms, etc).
I just built several queries that feed into a report that gets sent to my boss on a monthly basis to show the people who've sent in more than one paper form and have received our rejection notices more than once.I'm not the greatest at SQL, but I've been trying to find a way to use DISTINCT Addresses, leave all other fields the same (not DISTINCT), to:
1. Only return people who have received 2 or more letters
2. If at least one of the letters was sent more than 90 days ago
AND If at least one of the letters was within the last 90 days
-If at least one was within the last 90 days, only display the most recent send date of the letter (lots of people get back-to-back letters).
3. Display their names, addresses, telephone numbers, the date of the most recent letter sent, count of the total letters ever sent to that person. (the report will already do this, just need Max date)
My first query counts the number of times each address appears in the main table and simply only has [Address] and [CountofAddress]
My second query has the [Name], the [LetterDated] >=Now()-90, and the qryCountofAddress is linked to the main table by [Address], using [Countof Address] >=2...I have tried Selecting Unique Values in the Properties tab. Yes, I have tried INNER JOIN (but can't get the rest of my fields to display once I make addresses distinct).
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Feb 26, 2014
I am having trouble getting a query or report to show only the most recent data.
We have salesmen that use a handheld data collector scanners to count inventory in stores. The scanner data is imported to a Access table. Each record line is one scanned item. I have a query with totals that counts the records and gives me a total count of each item at the store on that date.
I then need to filter the data to only show the most recent date. Using Max Date I get the most recent date but the count fields are showing totals for all dates. I am also getting the unique item from the earlier date in this query which I do not want.
Here is my data table: Inventory Scans from stores.
Scan Date
Item Scanned
location
1/1/2014
item123
Store ABC
1/1/2014
item123
Store ABC
......
Here is my Query with Totals that counts the item records:
Scan Date
Item Scanned
location
(Item Scanned) count
1/1/2014
item123
Store ABC
2
1/1/2014
item 456
Store ABC
3
1/1/2014
item 789
Store ABC
1
2/1/2014
item123
Store ABC
2
2/1/2014
item 456
Store ABC
1
This is what I am trying to get - only the most recent date of counted items:
Scan Date
Item Scanned
location
(Item Scanned) count
2/1/2014
item123
Store ABC
2
2/1/2014
item 456
Store ABC
1
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May 7, 2014
I have a table of accounts and a table of rates. There is a one-to-many relationship between them (i.e. each account can have multiple rates, each with their own - unique - effective date)
I'm trying to build a query which will show me all of the accounts in the accounts table and the most recent rate (based on the effective date) for each of those accounts.
This is as far as I've gotten with the SQL :
Code:
SELECT [tblAccounts].[AccountID], [tblAccounts].[AccountNumber], [tblAccounts].[AccountName], [LatestRate].[IntRate], [LatestRate].[EffectiveDate]
FROM [tblAccounts]
LEFT JOIN
(SELECT TOP 1 [tblRates].[AccountID], [tblRates].[IntRate], [tblRates].[EffectiveDate]
FROM [tblRates]
ORDER BY [tblRates].[EffectiveDate] DESC) AS LatestRate
ON [tblAccounts].[AccountID] = [LatestRate].[AccountID]
But this can't work because the [LatestRate] subquery can only ever return one record (i.e. the most recent rate across all of the accounts)
I need the most recent rate for each of the accounts in the main query
(FYI - I use an outer join as it is possible for no rate to be available in the rates table for a given account, in which case I want to return the null value rather than omit the account from the resulting dataset...)
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Jun 20, 2013
I have a database that is used to allocate appointments to our staff. It has 2 tables, one that lists the clients we need to call in that day, and another that stores details of each contact attempt. I'd like to design a query that find all clients who we have not dealt with so we can easily get their details in a list. I know what the criteria for the query would be, but I'm stuck for how to actually execute it. Here are the details.
Table tClients stores the current clients - primary key is named "clientRef"
Table tContactEvents stores each contact attempt and the date/time is stored in a field named "dateTime".
When an entry has been dealt with successfully a yes/no field named "completed" will be set to "Yes".
There may be many attempts to contact a specific client on a given day, unsuccessful attempts will not have the completed flag set.
Once the completed flag is set that client will be ignored so no further entries will appear.
So I need a query that searches tContactEvents for the most recent match to each number in tClients.clientRef and checks if the completed flag is set. If the completed flag is false, or if the number has no match (i.e. no contact attempts made yet) then the clientRef should be displayed. I also need this to be restricted to the current date, as the same client could have rebooked their appointment to a different day.
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