Using Financial Formulas From Excel On Query Results In Access
Aug 31, 2012
I have a query that includes several columns, one of those columns shows returns on investment as a percentage. I need to figure out the annualised returns on investment using the following excel formula
{=PRODUCT(1+B1:B24)-1^(12/24)-1}
This formula gathers the percentages for the last two years then provides an annualized amount.
I'm just wondering whether this is possible to apply to the query so that when I open the query it can provide me with the 2 year annualized statistics.
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May 18, 2006
I'm new to Access, but a coworker has a huge project to undertake. There are over 200 queries that produce 1 row results for each query. She's been cutting that row and pasting it into Excel 200 times. Is there an easy way to insert them 1-by-1 into Excel or prefereably Access?
BTW, the columns are the same on the query results. I'll keep investigating while I wait for the experts to answer.
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Dec 13, 2004
So I'm having timing issues trying to print data from an Access (actually SQL Server) based query to a Excel Spreadsheet. Basically I'm trying to get around using MS-Query and last week I didn't seem to have any problem as far as performance. However, when i tried running today it seems I've had a slow down of at least 500%. The data I'm trying to print is quite large (few hundred records and about 140 fields) so I expect some performance issues. Like I said though i just can't undestand the decrease. Possibly machine performance?
Anyhow, I've tracked the bottle neck and no suprise it is in the loop, I'm just suprised it takes so long to loop through the recordset.
Here's my code, any help will be appreciated?
'Generate grid to dump data
If intRecordSetCount > 0 Then
rst.MoveFirst
'Loop through length and width and display results
Do Until rst.EOF
intRSTField = 0
intFieldCount = intField
For intIndex = 1 To intColumnCount
Worksheets(strWorksheet).Cells(intRowCount, intFieldCount).Value = rst(intRSTField)
intFieldCount = intFieldCount + 1
intRSTField = intRSTField + 1
Next intIndex
intRowCount = intRowCount + 1
rst.MoveNext
Loop
Else
MsgBox "Recordset has not been initialized or does not exit"
End If
'Define name range
ActiveWorkbook.Names.Add Name:=strRangeName, RefersTo:= _
"= '" & strWorksheet & "'!R" & intRow & "C" & intField & ":R" & intRowCount & "C" & intFieldCount, Visible:=True
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Nov 20, 2007
Hi,
i currently have a spreadsheet with 6 columns and about 80,000 rows in excel.
I have been told to move it to access to make it faster. but am having problems.
each column has a number in it eg: 1, 5, 23, 45, 56, 43
say i need to find any rows containing eg: 5, 1, 56
currently (in excel) i use an extra column with this formula
=isnumber(MATCH(5,A1:F1,0)*MATCH(1,A1:F1,0)*MATCH( 56,A1:F1,0))
and it tells me which row has the numbers in it with either true or false, and then i filter the trues to get all the rows that have the numbers i need
and the numbers i want to find will change all the time
i have tried to copy the whole spreadsheet to access and it comes across, but my formula doesnt work
Is there any way around this, should i be doing something else?
Thankyou for your help:)
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Nov 15, 2005
Desperate help required - I am about to throw my laptop out the window, closely followed by myself!!!
I am self taught and rely on books or perseverence normally so apologies for lack of technical terminology. I have spent days on this to no avail- I believe this needs to be some sort of array formula but am open to any suggestions and advice!
Problem;
I have two workbooks, I need the result of the scary formula to be shown on the summary sheet in one field.
I need the formula to look at the other sheet and recognise (for each of the 100 or so rows) if the entry in column G is "F" or if it is "W" to recognise the number in column N and add it to all the other ones that also fit this spec.
Basically, the summary figure is the sum total of all the numbers in column N that have F or W in their associated column G.
A thousand thank yous to anyone who has the time to help!!!
Laura :confused:
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Aug 6, 2013
I wrote some code in Excel to open and run a module in Access. The code executes, but when I check the results I get no records, however if I just step back 1 line and rerun the query, I get records. Alternately, if I run the code twice it will get results the 2nd time.
The OpenCounter opens a Session in the terminal screen then performs a macro that writes to a temporary table.
Here is the code:
Dim db As ADODB.Connection, Rst As ADODB.Recordset
Dim Acc As Access.Application
Set db = New ADODB.Connection
db.Open "Provider=Microsoft.Jet.OLEDB.4.0; Data Source=" & DBPath
Set Rst = New ADODB.Recordset
[Code] ....
One thing I tried with limited success was to tell the OpenCounter to open and close the table after it was done writing to it, but that seems like a lazy solution and it also doesn't always work.
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Dec 2, 2012
I'm new to Access and would like to ask if it's possible to create a portfolio manager to track and report financial market holdings - buys, sells and current holdings. The current software managers on the market don't offer what I'd like to see so I'm looking to create my own.
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Jan 27, 2008
Hi all,
I'm not very experienced with Access. I'm looking for a very simple sample of how to export Query results to an Excel Template document. Especially to specific cell references. Would anyone have one to share. I'm trying to get my head around the concept first.
I may have to use Access 2000 and later versions to run the database, so do I have to cater for both DAO and ADO?
Thanks in advance for any help
rgs
Ginny
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Mar 17, 2006
hi, i currently use acces to record the concrete order, used, wasted and waste %.
i was wondering if it possible to use access to calculate these, like excel does, and are the formulas similar to type in?
here's what im currently doing:
(For argument sake, i'll put the formulas from row 3 in)
Column A: Estimated Metres : Data manually input
Column B: Used Metres : Data manually input
Column C: Waste Metres : =IF(ISBLANK(B3),"",(A3-B3))
Column D: WAste % : =IF(ISBLANK(B3),"",((A3-B3)/A3))
The main bit i want access to do is in bole. ignore the rest, its just to keep my sheet tidy.
Can Microsoft Access do something similar. There is more, but i'l start here, so i can learn bit by bit.
Any info would be great. Thanks!
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Jun 3, 2005
If i was to use a forumla in excel to add a number of cells together i would use this forumla =sum(c1:c4) rather than having to use =sum(c1+c2+c3+c4) In access i want to add a number of fields together so that i can caluclate the number of days we have had pallets in our warehouse. I have tried entering the formula =[days stored 1]:[days stored 4] ( i have also tried enter "=sum infront aswell")but it comes back with an error message. but when i enter =[days stored 1]+[days stored 2]+[days stored 3] and this gives me the correct sum. is there any way i can use ":" in the formula since i have a 100 fields called days stored(number) and i will be very painful having to type the formula in the long way.
thanks
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May 24, 2005
Hello,
I need to replace certain values by an abreviation. Is it possible to use a function similar to the following (Excell) formula in a field in an Access Report?
Code:=IF(A1="XXX";"AAA";IF(A2="YYY";"BBB";IF(A3="ZZZ";"CCC";" ")))
If so, what syntax should I use, because this doesn't work in Access.
Thanks in advance!
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Mar 19, 2015
I'm trying to build an calculated expression, in a table/query, similar to what you can see attached (view jpeg in att.)
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Nov 1, 2006
I am trying to create a make table query that extracts information from another table based on its year and month.
The problem I am having occurs when it comes to selecting data across multiple years ie. April 2005 - March 2006. The table that contains the data has two fields that are year and month.
I have created a form to allow the user to enter the required years, but I am unsure how to get the query not to select duplicate months e.g. April 2005 and April 2006.:confused:
Any help would be appreciated.:)
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Jul 8, 2014
I have a form with a list of names. When a specific name is selected from the list, a button is clicked and a query is run with the specific name as the criteria/filter.
I've written code to export these same query results to an Excel sheet, and I want the Excel file name saved with the name selected in the form.
Below is the code that I've written that doesn't work.
Code:
Dim strFileName As String
strFileName = SelectedItems(Me.lstName)
DoCmd.OutputTo acOutputQuery, "qryFocal_Sheet", acFormatXLS, "C:JRSWorkEquityFY2015" & strFileName & ".xls"
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Oct 16, 2014
I have successfully used VBA to populate select query results into an excel worksheet on open, for a co-worker. Now I am trying to populate the records from an append query to the bottom of those results, which are now in a table on an excel spreadsheet, Contractor EIF. I am trying to make this work because my co-worker modifies the results in the table, deleting rows, adding fill color etc. and as new projects begin he would like those added to the projects already in the table (without rewriting the entire table).
Private Sub Window_Open()
Dim strDB As String
Dim strMyPath As String
Dim strDBName As String
[code]....
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Sep 5, 2013
I have wrote some code which calls a query using querydefs and then pulls all the records into a table. This table is then exported to excel, however I seem to be having some trouble with the export and am finding it difficult to identify where the problem is coming from. When I run my code in step by step, more of than not the code passes fine and exports to excel. However, most of the time when I run the code as a whole without step by step, then the excel application will load but the workbook will not. The application then continues to close and the code completes without error? The code for the opening of the excel file is below.
The pause is a function i created to see if it was a problem of giving the exel application some time to load!
Code:
Sub MiseEnForme1_Excel()
Dim AppExcel As Excel.Application
Dim WkbExcel As Excel.Workbook
Dim WksExcel As Excel.Worksheet
[code]....
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Oct 4, 2013
I'm an accountant and I'd like to build my own personal financial database in Access. One thing I like about MS Money is the 'Forecast Cashflow' feature, which is based on a schedule of recurring transactions, amounts, next due date, and frequency. I want to replicate this.
So, I created a dummy database for the sake of learning the code behind this process. I've got 2 tables (but no microphone.
1) tbl_InitialPoint (which is my schedule of recurring transactions, amounts, frequency (in days))
2) tbl_Register (where I want forecasted transactions to wind up)
I've got 2 saved queries:
1) qry_MaxDate (looks for any transaction @ 'tbl_InitialPoint' and finds the last date of that transaction in 'tbl_Register'
SELECT MAX(tbl_Register.PostDate) AS LastDate, tbl_InitialPoint.Description
FROM tbl_InitialPoint INNER JOIN tbl_Register ON tbl_InitialPoint.Description = tbl_Register.Description
GROUP BY tbl_InitialPoint.Description;
2) qry_InsertTransactions (populates 'tbl_Register')
INSERT INTO tbl_Register ( PostDate, Description, Amount )
SELECT qry_MaxDate.LastDate + tbl_InitialPoint.Frequency AS DateSeries, tbl_InitialPoint.Description, tbl_InitialPoint.Amount
FROM tbl_InitialPoint INNER JOIN qry_MaxDate ON tbl_InitialPoint.Description = qry_MaxDate.Description
WHERE qry_MaxDate.LastDate + tbl_InitialPoint.Frequency <= [Forms]![HomePage]![DateHorizon];
And I've got a form called 'HomePage' that has
1) A textbox where I input a date horizon (this is where I want the eventual 'Forecast Cashflow' to stop
2) A button to start the process
It seems to me that qry_InsertTransactions needs to be run over and over (looped) until the query is empty. And it seems to me that this can only be done via VBA (not sure if I could structure my SQL to avoid VBA in this case, but I need/want to learn the vba to accomplish this).
I'm having trouble getting VBA to run qry_InsertTransactions a single time. I'm pretty sure if I could get the thing to run once I could get it to run through a loop. So, here's what I came up with.
Public Sub InsertTransactionsBttn_Click()
Dim db As Database
Dim qdfNew As QueryDef
Dim qdfInsertTransactions As QueryDef
Set db = CurrentDb()
[Code] ....
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Feb 18, 2014
I have a database of around 15,000 users and I'd like to create a query that I can run on a weekly basis and save the results to an Excel spreadsheet. The results need to be logical and understandable by my coworkers.
Unfortunately, the actual results of the query are not (in their raw form) logical or easy to interpret.
Let's say I have a table called "users" and within that I have:
Surname
Forename
FieldA
FieldB
FieldC
FieldA has a value of either NULL or a 12-digit number
FieldB has the values are "ENABLED", "DISABLED" and "N/A"
FieldC contains a value of either "1" or NULL
This means nothing to my coworkers who want each user to be sorted into a "category". As I'm running this on a weekly basis, I'd like this query to do the work for me, so I don't have to manually assign everyone to a category in Excel. Plus, of course, there is no chance of human error if the query does this for me.
Sooo... I'd like my query to categorise for me as follows:
Category1 = FieldA IS NOT NULL and FieldB="ENABLED"
Category2 = FieldA IS NOT NULL and FieldB="N/A"
Category3 = FieldA IS NULL and FieldB="ENABLED"
Category4 = FieldA IS NULL and FieldB="N/A"
Category5 = FieldA IS NOT NULL and FieldC = 1
... etc.
I'd like the final column in the query results to simply list the category name, so I can simply copy and paste the data into an Excel spreadsheet and be done with it, safe in the knowledge that it makes sense to all.
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Jul 2, 2012
I have a query that groups data and produces two totals for each group. A second query takes this first query as its input and divides one total by the other for each group. Is it possible to do this in one step?
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Jun 15, 2015
I have a field that has a formula that calculates the age and I want to make a query that shows me all the people, for example, with 20 years. I tried to do that but there's no result. I think it is because I have a formula there.
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Apr 25, 2013
I am using Excel and Access 2010.
I have an excel spreadsheet with 8 tabs. They are all in the same format and column order. They are employees grouped by region. My ultimate goal is to merge all of these onto one excel tab, relatively instantly. I created a master tab and tried doing array formulas and Vlookups, it worked but my spreadsheet was way too slow.
My solution? Import and link them to an Access database, step complete. Create an XML export then import into Excel.
My problem? The only way to update the excel tab with the combined tabs is to save the excel file after changes, go back into Access, re-export to XML, then go back into excel and refresh the data.
My questions, is there any way to automate this process to the point that I can change excel, save, then hit refresh on my excel tab with the XML import to auto-update?
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Aug 28, 2007
My understanding of the LIKE operator seems to be deficient for filtering a query when using the Access query pane. I have a combo box that lists the values to be filtered. One option in the combo box is "No Selection". If "No Selection" is selected, I want the filter turned off, in other words ALL records are shown.
In theory the following code would seem to be correct when placed in the criteria line. It does not work: IIf([forms]![type5frm].[combo2]=24,Like "*",[forms]![type5frm].[combo2])
If the value of COMBO2 =24 (No Selection), then I would like all records to show up, but no records are displayed. The FALSE side of the IIF statement works correctly.
As an experiment I tried LIKE by itself and it displayed all the records: LIKE "*"
Another failed try:IIf([forms]![type5frm].[combo2]=24,[agency]) Like "*",[forms]![type5frm].[combo2]) AGENCY is the fieldname.
A more exotic attempt that failed:IIf([forms]![type5frm].[combo2]=24,Val(Str([agency]) Like "*"),[forms]![type5frm].[combo2])
Any thoughts?
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Jul 11, 2007
Hi ,
I am using Access Application with Orcale Db as backend and this application is already in production.
The problem is.. USers Complained that the system is slow, this is because there is refresh (requery) for each Insert (When they click submit, that particular record is inserted and then a refresh has to be done to bring only unused member IDs on the User screen), i had used a Sql query using NOT IN , then i realized and now changed it to NOT EXISTS, but with this new query , if i test recordset. EOF , even though the query returns more than 13000 ..records, EOF sets to TRUE and the other part (not supposed to) gets executed. I really cant figure out why, i took the same query put it in query builder in Access and ran it , it gave 13000 records..but in VBA , this recordset is not giving expected results and so..i am totally confused..The part of the Code is shown below.
Code:newquery = " SELECT A.MEMBER_ID, A.MEMBER_NAME, A.ADDRESS_LINE1.................. FROM TABLE A WHERE NOT Exists ( SELECT '' FROM TABLE B where A.MEMBER_ID =B.MEMBER_ID)AND A.MATCH_LEVEL <> 0 ORDER BY A.MATCH_LEVEL DESC"rst1.Open newquery, Cnt, adOpenDynamic, adLockOptimisticIf rst1.EOF = False ThenForm_PHS_ASSIGN.RequeryForm_PHS_ASSIGN_SUB.RequeryElse MsgBox " No records to Process!" End If
EVEn though it should requery , it gives a message No records to process which is wrong. It works with NOT IN.... BUT VERY SLOW, NOT EXISTS IS FAST BUT DOES NOT GIVE ME WHAT I WANT..
Where am i going wrong..help pls!!!!
THANKS VERY MUCH!!
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Sep 28, 2005
Good morning,
I am having some kind of problem. A query in Acces that is used to find results in the DB is asking 2 time's te input.
And there is no way that the input boxes is asking to do this twice..
here is the Query,
SELECT tblHotlines.Hotlinenummer, tblHotlines.Vestigingsnummer, tblDealers.Postcode, tblHotlines.Datum_hotline, tblBestellingen.Chassisnummer, tblBestellingen.Onderdeelnummer, tblBestellingen.[Uitleverings datum], tblBestellingen.[Vervangende auto ingezet?]
FROM (tblHotlines LEFT JOIN tblBestellingen ON tblHotlines.Hotlinenummer = tblBestellingen.Hotlinenummer) LEFT JOIN tblDealers ON tblHotlines.Vestigingsnummer = tblDealers.Vestigingsnummer
WHERE (((tblHotlines.Vestigingsnummer) Like [Geef het vestigingsnummer op] & "*") AND ((tblDealers.Postcode) Like [geef evt een gedeelte van de postcode:] & "*") AND ((tblHotlines.Datum_hotline) Like [Geef de datum op:] & "*") AND ((tblBestellingen.Chassisnummer) Like [Geef het chassisnr op:] & "*") AND ((tblBestellingen.Onderdeelnummer) Like [geef evt het onderdeelnr op] & "*"));
Qhat could be the problem that Access is running a Query twice before getting results
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Aug 17, 2006
Hi!
I've written a querry - and the results that come back dont look right. Some rows have data in and others dont.
Has anyone seen something similar?
Does this mean that the data are probably incorrect?
Any advise?
A.
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May 28, 2014
I have an Access 2010 application that talks to SQL Server. Part of the application creates tables on the SQl Server and inserts data to it (I know SQL Server has its on data inport/export wizard and bulk insert capabilities but for reasons outside of my control it needs to be done from Access). So I have a connection to the SQl Server and i have VBA that happily executs SQL statements on the SQl Server. The problem is I want to return a recordset from the result of a SQL query issued to the SQL Server. The idea being to check for the presence of tables already created, and if so, append to the already existing table, otherwise if it does not exist, create it and insert data to it.Ive tried the following code but it seems no recordset is being returned:
Set objConnection = New ADODB.Connection
objConnection.Open "DRIVER={SQL Server};SERVER=10.200.3.14;trusted_connection=yes; DATABASE=" & Me.Combo54
strSQL = "SELECT TABLE_NAME FROM INFORMATION_SCHEMA.TABLES WHERE TABLE_TYPE = 'BASE TABLE' AND TABLE_NAME = '" & Me.Combo54 & "'"
strSQL = "USE " & Me.Combo54 & " " & strSQL
Set Rst = cmd.Execute("USE " & Me.Combo54 & " " & strSQL)
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