Update Record Monthly

Sep 23, 2007

I hope I can convey what I am trying to figure out. I am at a loss right now. I have a form where I input personnel information. One of the fields is for how many months experience they have with the program. What i would like is for this record to update itself every month. for example, if they initially had 2 months experience, I would enter 2. Every month therafter, that number with change to 3, 4, 5...etc. Not everyone comes to our section with the same experience, so most will have a different starting number.

This information would be seen on the personnel form, and in a report to show experience levels. Other than those two, it is not called upon.

Any suggestions would be so helpful!

Thank You!!

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Monthly Query Update

Jan 8, 2008

Hello;

I'm curious if this is possible:
I have a table set up with a list of items followed by a column for each month's quota that I manually update. I run a query from my production table and quota table that will list all my products I have a quota on followed by how many of each were produced in that particular month. In the query I point to the quota table's current month and the data from the production table is pulled by the following:
Produced: Sum(IIf([production]![status]=4 And [production]![fix date] Between #01-Jan-08# And #31-Jan-08#,1,0))

How can I write this same information to pull only Jan08 information without using the "Between #X# and #X#"?
In the same way, I would need to point to Jan08, Feb08, etc.. columns in my quota table automatically.

Any help would be GREATLY appriciated

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Feb 25, 2014

I have a table with certain parameters in, and I need to update it in a monthly basis with new costs. Basically, its a list of component costs which change on a monthly basis, and the query/report needs to pull the latest version. But, the old costs need to be kept for legacy/comparison purposes.

TblMbM Layout (titles)
-Unique_ID
-title
-code
-Feb Cost
-March Cost

At the moment, there are no costs in the march column, but i know next week i will need to update tblMbM with the latest costs.

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Apr 22, 2015

I have a query for loan calculation, fields are;

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loandate
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Aug 22, 2013

I have a table called tblCompanies. When a company acquires another company, I need a method by which the acquired company's CompanyID (PK) can be updated to the new company's CompanyID (PK). I also need to be able to update all related CompanyIDs (FKs) to the new value in related tables.

In cases in which the new company does not have an existing record, there is no problem: the company name simply gets changed to the new company and the existing CompanyID is maintained. I then use an audit table and Track Changes function to keep track of the company name data and a union query to keep the old names in the selection lists.

The problem is when both companies already have existing records in the table.

So, let's say I have records for Company A and Company B. Company A merges with Company B and Company B is now the main record. What is the best, simplest and easiest way to update the CompanyID (PK) from A to B and change the CompanyID (FK) to the new value in all related tables?

I am envisioning a pop-up form that directs the user to select the new company and then an update query happens behind the scenes... but exactly how does the criteria for the update query get selected and how do all the related tables get updated? My vba skills are pretty basic, will I need extensive coding to do something like this?

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Apr 30, 2007

I need a way to dynamically store a particular value in "field_2" of the CURRENT record depending on whether or not the value of "field_1" of the CURRENT record is identical to the value of "field_1" of the PREVIOUS record within the same table. The table is sorted on "field_1".

So, if the value of "field_1" in the CURRENT record is "ABC" and the value of "field_1" in the PREVIOUS record is also "ABC", then store a value of "PPP" in "field_2" of the current record. IF on the other hand, the value of "field_1" in the CURRENT record is "ABC" and the value of "field_1" in the PREVIOUS record is "XYZ", then store a value of "WWW" in "field_2" of the current record.

I have a report that will use these results to count only the number of records that have a "WWW" in "field_2".

Is this doable, maybe in a query somehow?

I should add that whatever the solution, it needs to be compatible with Access 2000.

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May 10, 2005

ok i think i know what i need (searching the forums gave me the idea)


i have query that generates a report, i need this report to be flitered monthly

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please can someone oint me in the right direction.

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Jun 28, 2006

Hi, I have Three tables
the first is a ContractTable
the second is a Monthly Invoice Details Table
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Contract 1 -> Many Monthly Invoice 1 -> Many Detailed Payments

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in other words For Contract 00023 I NEVER want it to have more than one invoice record for the month of JUNE 2006....

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Jan 13, 2006

I will try to explain my problem as best i can and would appreciate any thoughts other people have on it, it is surely similar in some degree to someone elses previous work!

I need to produce management information on a monthly basis, one example of this type of work are an employees one to ones.

table121 contains following fields, ID scheduledDate CompletedDate Completed(yes/no)

My report/query needs to group records by the month (which i do through formatting date fields to display mm/yy), count the number of scheduled one2ones, count the number of completed one2ones, display a %.

I have played around and got this to work using querys with grouping and sums.

My problem is if the schedule date and the completed date are in different months then all of the statistics become out of sync, particualy when there are more appraisals taking place than scheduled.
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Mar 16, 2005

I am Trying To calculate Costs for a particular month how do i do this when taking into account that the months obviously hae different lenghts? I have the overall week cost but how do i do it for the month?

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Aug 2, 2006

I am trying to create an inventory which list sales by month. I have created a crosstab query from the detail history table which works fine except I would like a record for each month whether there was sales or not. So on the report I would have all 12 months for each item with the months with no sales displaying zero.

Any suggestions?

Valerie

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Nov 26, 2007

I am having issues trying to run a query. What we have is a private club that keeps track of its members with an access 2007 database. What we need to do is to be able to print out new members monthly for a state audit. The way it is setup now, our members reports prints all of the members since day one. For example, we have a state audit coming up next month for November and we would only like to print out members that have joined during the month of November, but our report is printing out all of the members since we started in August.

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Any help would be greatly appreciated, thank you.

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Feb 21, 2008

HI THERE!

I'm having troubles creating a query that will be able to view/print out the current records in the next month.

For example:

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And I could have an option of all the dates of specific months.

Is this possible?

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Jun 8, 2005

Every month for my construction company, I receive a pay application that consists of the following:

1) about 100 "Line Items" (each one being a different type of work performed)

2) a Subcontractor associated with each line item (a line item may have only 1 Sub, but a Sub may be listed multiple times for different line items)

3) Amount of work performed (in $$) on that line item by that particular Sub during that pay period.

My boss wants a db to track all of this info. She thinks the best way would to create a new table for each Pay Application, every month. Basically, we would be starting from scratch every month with a blank table. But, I think it would work better if the months were linked to each other in some way.

I could have a field called "Pay_App" and enter 1 or 2, etc. on every row for every line item every month. But, then each month, I would be entering a 1 (or whatever the month is) for every single line item and that seems stupid. I want to be able to pull up the entire pay schedule for a particular Sub (all of his payments throughout the entire job). Is there a way to link the different pay application tables once the data has been entered? Or is there an easier way to do this? I would appreciate any help that can be provided. Thanks.

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May 31, 2006

Hi,

I'm trying to create an expression that will calculate cumulative monthly totals but my expression seems to only calculate totals for all months
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2006/031580 21867
2006/0410681 21867
2006/059606 21867

The expression I’m using is
Cum Direct Despatches: (Select Sum([Direct Despatches]) from QRY_DirectDespatches_ByMonth_ByModel)

The query should display the following results -
MonthDirect DespatchesCum Direct Despatches
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2006/0410681 12261
2006/059606 21867

I'm using Access 2002 on XP.
Can anyone please advise me where i'm going wrong?!
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I have attatched a word document showing values and what I need. I want to create queries (monthly, quarterly, semi-anually, yearly). I am working with the monthly right now and if I can figure that out I am assuming I will be able to figure the others out the same way. For the monthly report I want to divide the quarterly amounts by 3, semi yearly amounts by 6, and yearly amounts by 12. Then I want their respective values to appear in the monthly statement. How do I do this?

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Hi guys,
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Jun 2, 2007

I have a database that is like storage unit business. It gives you a fee once you select which unit you take for rent. When the balance is paid off, and new Month comes around i want the database to create a new balance on the table, how would i be able to do this?

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i was told that In Access Help, look for COMMAND LINE OPTIONS and you will find -X macro, which is a way you can run a given macro from a command line.

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Nov 1, 2007

Hi all,

I need to create a MONTHLY report and I need help, please!

I created 2 combo box on the main form. The first combo box for the month drop-down list of Jan, Feb, Mar, ..., Dec. The second combo box for the year 2005, 2006, 2007, etc...

On the report underlying data source table, it has the Invoice Date field mm/dd/yyyy (for example: 11/01/2007)

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Feb 28, 2015

On the below data i am trying to get average monthly BALANCE, based on the following query ....but i only getting all records with actual balance and not month wise average balance of the customers......

-----------------------------------
SELECT [customer profit].[Customer Number], AVG ([customer profit].[VAL_BAL]) AS average, Month ([customer profit].[Balance Date])
FROM [customer profit]
GROUP BY [customer profit].[customer Number], [customer profit].[VAL_BAL], [customer profit].[Balance Date];

[Code] .....

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Aug 1, 2005

Good Day,

I have a record which is updated by customer services dept. for collection of container. Every time we received the collection alert from client we update into system. Sometimes we got more than one collection alert per day. Although the Job No is same but the Date Received the Time Received is different.

Example :

ID Job No Date Time
--------------------------------
1 1000 1-8-2005 8:00
2 1000 1-8-2005 8:30
3 1000 2-8-2005 8:30
4 1001 1-8-2005 9:00
5 1001 1-8-2005 9:30

I just want the last update of data and the result shuld be

ID Job No Date Time
--------------------------------
3 1000 2-8-2005 8:30
5 1001 1-8-2005 9:30

TQ

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May 31, 2007

Hello,

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My second question would be i have a payment form also and lets say a person joined today and has to pay 40 for monthly rental and 20$(the 1 time payments) which comes to 60$, and the person pays it in full so the balance is 0$, how would i set it up that a month from now, the 0$ will turn again to 40$ so the person has to pay again?

And also would i be able to set up a late charge if they dont pay on the day that they are supposed to?

Thanks for all the help....

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Jan 26, 2008

Need a little professional advice.

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However there are months with 28,29, and 31 days. With this quarterly can change as well. The annual as well by 1.

What is the rule, if there is one?

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