Running Calculation Based On Previous Transactions
Jul 12, 2005
I am building an application for a small clinic. In the interests of good database design, I don't want to be storing numbers that are derived by calculation.
A patient with insurance will have a deductable that will be entered into a field on their first (ms access) transaction form.
A calculation will put the remaining deductable into another field. No problem.
However, the NEXT visit has to look back to find previous transaction records, again perform the initial calculation and then perform another for this transaction, and again the next time and the next until the deductable reaches zero.
Additionally, since I'm not storing these values, if I pull up an old transaction form, that form has to re-perform the calculation ONLY on transactions from that date and earlier. It must not reflect visits that took place later.
So, this field must query tblTransactions, filtered by the name of the patient (a combo box called tblTransactions.Patient_Name that looks at tblContacts), the transaction date/time (stored in two date/time fields, cleverly named tblTransactions.Date and tblTransactions.Time), and the total deductable value stored in a field called tblTransactions.Deductable.
As someone who has never coded anything more complicated than DOS batch files, I'm at somewhat of a loss as to how to go about this.
Any assistance, code-wise and which Property value to put it in would be MOST appreciated.
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Mar 19, 2008
Hello All,
I do hope somebody can help this newbie :)
Please except apologies if I sound a bit ignorant with this but I'm complete novice with Access...
Basically I have a table with the fields Name - Date - Location I need to extract info from the table based on the location field.
i.e. return Name if a specified location exists and another specified location does not. This was real pain in itself and in the end I had to run two seperate queries which returned NAmes where each of the chosen locations exist. I've then created an additional query which compares the two sub-queries and iliminates Names that appear in sub query 2.
I do hope this make's sense I'm starting to confuse myself.....
Anyway, my problem is with the date field... I have to specify a date in order to get the correct info as the results may change on a daily basis... i.e. somebody may use both locations one day, but just the one location the next. However the eventual report which I need to generate is based on criteria over the previous 7 days, although if I use this criteria in my query in completely messes up the results.
So, what I was hoping that I could do is somehow automate my query to run 7 times (once for each of the previous 7 days) and then to combine the results of the 7 queries into a single query or report...
Failing that, could anybody think of any simple way of achieving this... or will be a case of having settle for a seperate report for each day?
Any help would be hugely appreciated... once again apologies for the explaination... It porobably makes no sense at all.
Regards,
Andrew
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Aug 2, 2013
I have a table full of meter readings. I want to have a field called consumption which looks at the reading just entered for that month and then subtracts the previous months reading for that meter which leaves the consumption.
Can I get a formula that can work this out automatically?
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Jul 29, 2014
I have a set of transactions with a Unique ID field and a date. I want to add a field based that gives me the sequence of events for each Unique ID in order of when it happened.
For example, if customer X has 6 transactions, the sequence field would have a number (1-6) in each record that corresponds to the order in which those transactions occurred. The first transaction would have the number 1, the second would have the number 2 and so on.
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Nov 14, 2005
Hi, I'm wondering if anyone can help me with this query. I've had a look at some of the previous posts under previous record, but don't seem to be able to get to the bottom of it:
I have a set of data on employees who have all had one or more financial searches done on them and I want to return a field based on the previous record of that employee.
My data is as follows
Search ID----Employee ID-----Search Result
1-----001-----P
2-----002-----FCCJ
3-----002-----FCCB
4-----003-----P
I would like an extra field that looks at the previous row, decides whether or not the previous row is the same employee id and if it is returns "Same" and if it isn't returns "Different"
Thanks
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Oct 4, 2013
I have partially done it using PrevRecVal module I found on the web.
I created what I need to do in Access in Excel first, the problem doing this in Access (for me) is I need to refer to the results in the previous record, PrevRecVal worked but I need to finish if possible.
The main report holds client policy data of which InvestAmount is used to start the calculation of the sub report, the data entered to run the calculations on the subreport would be
QtrDate
CurrentUnitPrice
The Excel spreadsheet is attached ....
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Feb 21, 2008
Hi all,
I have a problem creating a query calculating a running total based on the last 12 months grouped by product.
The table "Data" (attached):
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 running total so that the running gross rev of product 810 MAR07 is based on APR06-MAR07 data. The same applies to the number of clients. Is this possible?
I have tried using the Dsum function but I have only managed to calculate a total running (not based on the last 12 months). Can somebody help me here?
:confused:
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Jun 16, 2014
I have a database and one of the functions is to track the purchase of fuel. Part of purchasing fuel is registering what the current odometer reads. My query gets the Vehicle ID, Date of Transaction and Odometer reading. I want to show a report that shows how many miles the vehicle is has traveled for a certain amount of time. If it's for 2013 then I'll put the criteria for 2014 in the date. This will give me a list of all vehicles and their odometer readings. I then sort the date by ascending.
In the report I group on vehicle ID and then I want to show all their transactions and add up how many miles were driven.
Vehicle 1
1/2/201
1/5/2013
1/15/2013
ETC...
Total Miles Driven in 2014: XXXXXX
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Aug 18, 2004
*Disclaimer-I am a self-taught Access developer, so please bear with me*
I have been handed the task of developing a database to keep track of active and terminated security badges. I have a form that displays certain data for each employee. I have a check box on the form that signifies if the employee is active or terminated. The 'Term Date' box is on the form, but is currently disabled. I have been trying to find a way to have the 'Term Date' field enabled if the 'Active' checkbox is unchecked so that a termination date can be entered. Any suggestions? Please help!!
I don't know enough about Access to determine if this is possible, but I also was wondering if it was possible to reverse the action if needed (re-check the 'Active' checkbox and re-disable the 'Term Date' field)
I'd greatly appreciate any help that anyone can provide!!
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Dec 27, 2005
I am trying to autofill a field based on the value of a previous field on a filtered form. I think the fact the records are filtered is throwing me off. Any help for me?
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Apr 3, 2008
I'm trying to update an imported table from an excel spreadsheet with missing details. The table's records are in order so I just need to fill in a blank field with data based on the previous one as shown.
ID Name Location
1 Bob London
2 Larry
3 Harry
4 Jerry Glasgow
5 Paul
6 John Southampton
I need to fill in the location blanks simply with the last location details, so records 2 and 3 with London and 5 with Glasgow. Is this easily done or would I need to pull all the data into an array and work on it there?
I've tried searching for an answer but haven't had any luck.
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May 8, 2006
I'm new to this forum and I'm sorry if this is a repeat question...I looked in previous threads, but could not find my particular questions.
Here's the situation:
I enter a bird name in my form (I've set up a combo box of 200 choices). Each bird species has an max and min possible wing measurement. So when I enter a newly captured bird in my form, the wing measurement must fall between the minimum and maximum for that particular species. I've done similar things with cascading combo boxes, but can't figure out how to the do a between-type statement in this situation.
Thank you much,
Erik
LSU, Baton Rouge, LA
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Oct 13, 2006
Hello!
I have honestly spent the better part of the past two days searching this forum and trying (but failing) to find a solution to my problem.
I know that my question has been asked many times, and several possible solutions have been given... however, none of them work for me:-( Oh, by the way, I just started using Access (2003) this Monday, so please IF there are anyone that can offer assistance, please do so in silly detail...
I have a form with several combos. One combo I would like to enable only if one specific choice is selcted in the previous combo. The solution given to many before me is to enter the following in the After_Update field of the first Combo:
Private Sub Source_AfterUpdate()
If Source = "Contracted Operator/Agent" Then
AgentOperator.enabled = True
Else
AgentOperator.enabled = False
End If
End Sub
After I have done this, the AgentOperator combo does become disabled, but it is also disabled when "Contracted Operator/Agent" is chosen in the Source Combo. I thought the code was supposed to leave the "Contracted Operator/Agent" enabled??? Why is it not doing this? Why is it disabling with all choices?
I would be really grateful if someone can be kind enough to help me. I feel so stupid not being able to handle this one on my own. It really is hard to over the years have become somewhat of an Excel professional, but now I am a complete novice....
Thank you so much in advance!!!
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Nov 20, 2006
Good Day!
I seem to be running into a calculation problem in one of my queries. I have two fields in the query, AdmitDate and DischargeDate. I built in an expression, Exp100 to catculate the date diff in days between these two dates. Now what I want to do is display a count of the grand total days. So, if I have the following three records:
ID AdmitDate DischargeDate Exp100
1..... 01/01/06.........01/15/06............15
2......07/12/06.........07/19/06............7
3......04/27/06.........04/30/06............3
My query should display:
Healthy Plan Total Patients=3
Healthy Plan Total # Days = 25
How can I program this to correctly display this information? Thanks for any help or advice, it would be most welcome at this point. Cheers.
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Aug 29, 2006
I am not sure how to do the following and appreciate any help offered.
I need to have create an expression that gives me a total based on the number of days (different arrival and departure dates) where each day has a different value but remains the same from record to record. Perhaps this is a very easy thing to do, but I am just missing it.
Thank you
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Jan 6, 2005
Hi
How do you run a procedure that activates at a set time?
I want to run a procedure that moves a log file to an archive directory at midnight (or at anytime after this when the PC is next turned on).
Thanks for any help...
Mat
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Feb 4, 2005
I'm having trouble with a tricky conditional format in a continuous subform.
The criteria is based on field [GroupNo] when it changes (increases) which are always listed in numerical order.
Basically all I want to is for the text box colour to alterante (eg blue & yellow)when GroupNo changes value
So it would look something like this....
Group NoID (highlight colour)
1 (yellow)
1 (yellow)
1 (yellow)
2 (blue)
2 (blue)
2 (blue)
3 (yellow)
3 (yellow)
etc etc
btw, although values will always be in order they may not all be output, so it's not just case of odd, even, odd, even (that would be too easy!)
I can retrieve the Previous Record's GroupNo value (via a function) in another text box and compare current GroupNoID with this in the Format Expressions and manage to change the colour, but it won't sustain this new colour for the subsequent same GroupNos, obviously as the values have changed.
So how can I....
Change the colour when the value changes.
Keep this new colour until it the value changes (increases) again.
Many Thanks
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Aug 26, 2014
I am trying to write some vba code to auto fill a cell's value based on the value of the cell in the previous record (In a datasheet form) i.e. if the value in record one was '1' and the down-arrow key was pressed then the value '2' should be entered into the new ext record
I have written some pseudo-code to show what I am trying to accomplish:
if keydown = down-arrow and current cell contents isnumeric then
Cval = current cell contents
if current record = last record then
create new record
move down 1 record
set cell value of new record to cval+1
else
move down 1 record
if cell value = null then set cell value of record to cval+1
end if
end if
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Jun 17, 2013
I am creating a database for an annual golf tournament. Part of this is to allocate players to play off together at certain times.
I have a form bound to a table called tblteeofftimes. This form has five fields (continuous form) - four of which are comboboxes whereby user selects each player for the record (who will play together). The other textbox has the tee off time. the first tee off time will be allocated by user eg 7:00 am.
My problem is I need to update each ensuing record with a new time slot at 7 minute intervals. Rather than have the user populate the form themselves I would prefer this be done authomatically as the user moves onto the next record.
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Jul 6, 2013
I have a form whereby a user for my database can be created. The fields required are listed below:
Payroll ID
Forename
Surname
Location
Manager
The last two fields are related to two other tables; tblLocation and tblManager, which are related to one another.Each location (there are three) can have more than one manager, however, a manager can be associated with only one location.I would like whomever is creating the user to only be able to select a Manager that works at a particular location, currently, I can select LocationID 1 and ManagerID 3, but ManagerID 3 works at LocationID 2.
How can I base the 'Manager' field in my form on the previous field's selection, e.g. 'Location'.Also would need to restrict the order in which the form's fields are enter, i.e., 'Location' before 'Manager'.
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Nov 12, 2004
I am trying to select the records I want displayed by what category is chosen in the combo box.
Say there are two fields in the combo box: Red / Blue
I want the query to only display the records associated with the Red Category.
If I set the criteria in the query to [Show only Red] and type in Red when the query is run I get blank lines.
Is there an issue when choosing a category from a combo box for the query to be specific on?
My other issue is.... does the problem originate because I am trying to run a query from a table that is being filled in by typing the
information into a form? I wouldn't think so, but I am not sure.
Thanks,
ChrisB37
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Oct 30, 2013
I have a query I am trying to build currently which creates a running total based on set criteria. I essentially have three columns (All times are in minutes). The visit ID, the duration of a visit and the time difference between the current and previous visit. e.g.
ID Duration Difference
1 30 0
2 45 10
3 15 20
4 60 10
5 15 10
What I would like to achieve is the following:
ID Duration Difference running total
1 30 0 30
2 45 10 85
3 15 20 15
4 60 10 85
5 15 10 110
So a line will have the calculation of the current time + the difference between the current and previous visit if the difference is below 20. I have the following:
Code:
Public Function Cont20(MyVal As Long, MyDif As Long) As Long
Static OldValue As Long
Dim NewValue As Long
If MyDif >= 20 Then
NewValue = MyVal
OldValue = 0
[Code]....
Which I put as Cont20([Duration],[Difference])
The problem seems to be on the return aspect, its not calculating correctly. I had the formula in Excel which worked great, but this is proving troublesome. As a note the Excel formula was such that it would add the previous running total and then add the current duration and current diff. e.g. In cell A7 the formula would be A6+B7+C7 and so on.
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Apr 6, 2012
how I can have a combo box on a form, and once a value is picked, return a query that displays all the data based on that value. I have tried using sub forms and the after update but I cant seem to figure it out.
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Jan 28, 2008
Hi everybody!
First of all, I didn't know how to search for the precise info regarding my question, so, If it is repeated, feel free to close this thread or delete it.
So, here it is my question:
I have a table with values taken once monthly, that is, for each person on that table, I would have a maximun 12 records per year. In that table I have the Id of the person, the date field where I store a date when I get the record, a field where I store a value and a control number field. The values on the control number field go from 1 to 20 (or less).
What I want to achieve is, given a range of dates, show the last two controls of every person, something like:
id, last control date, last control number, value of last control, previous control date, previous control number, value of previous control.
As you could see, I want to show in the same row the last two controls for each person, only if the happend to have two controls, if they have only one, it wouldn't be necessary to show them, so, how can I do this?.
Thanks in advance! :).
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Jan 22, 2015
There is a form which the user fills in 8 fields and saves it. Once saved, a new record opens.
However, I want to modify the save button to save the previous record and display a new record with only a limited no of fields to display from previous record, say 4 fields display from previous record, and the user fills the remaining 4 and saves it. Thus, the save cmd should continue to display 4 fields from the previous record.Already tried below code for save button but it displays all data of previous record as it is, doesn't display blank space for combo.118 and text2
DoCmd.GoToRecord , , acNewRec
DoCmd.GoToRecord , , acPrevious
Combo118.Text = ""
text2.Text=""
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Feb 9, 2012
How do I get access to auto fill a text (supplier)? I realize that for a new supplier I would have to input the supplier name, however my question is what should I do for Access to enable auto-fill so that the next time I have to input that supplier it would auto fill for me. This is happening in a single column.
For example: In the supplier column, I typed Dell in the first row, Apple in the second row, HP in the third row. Now when I start typing 'Apple' in the fourth row, I want it to autofill 'Apple' because I have already input that once.
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