Data Protection Vs Historical Data Help!!!
Jan 2, 2007
I need help
I created a tblcustomer/ tbljobs database for a charitable handyman service to record customer's details their multiple jobs and handyman. This worked fine until new reporting system was requested. and data protection issues were raised.
In order to differentiate between current active customers and old inactive customers in the database I used to flag in/active customers and this was okay.
Now I have been asked to remove personal identifying information from old customer records but still allow the customer id,sex,age,joindate,local authority and job types,dates,handyman,timetaken etc. to be analysed for regular reports.
I am wondering about using a history table updated by query that would keep all non identifiable active and inactive customer/job records used for reports seperate from the customer table used by the receptionist to book jobs and find customer info.
I could then use the history table to create reports on service use etc.
Can anybody tell me how to set this up. I have tried several ways but run into trouble when a deceased client is deleted from the active customer table I cannot get the history table to hold on to the info.
Paul the handyman
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Mar 6, 2007
Could someone point me in the right direction on how to statically store current pricing for a product in an invoice database, whereby future price changes would not change pricing on past/previously created invoices...?
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Nov 2, 2014
I have the following tables
1. t_Employee. It consists of the following fields:
EmployeeID
Name
Job Title
Contract Start Date
Contract End Date
2. t_Login. It has the ff fields:
UserID
UserName
Password
3. t_AuditTrail w/ the ff fields (this will used for historical data for Job title, Contract Start Date, Contract End Date, etc.):
AuditTrailID
TableID (in this case t_Employee)
FieldName (JobTitle)
RecordID (EmployeeID)
OldValue
NewValue
ChangeDate (date edited)
ChangeBy (UserName)
I've already set up t_AuditTrail by putting several (& separate) After Update Data Macros.
Now, I have a form for t_Employee. It has a button that would open a report. This report contains the Job Title history of an employee.
The report is based on a query w/ the ff SQL:
Code:
SELECT t_AuditTrail.atTableID, t_AuditTrail.atFieldName, t_AuditTrail.atRecordID, t_AuditTrail.atOldValue, t_AuditTrail.atNewValue
FROM t_AuditTrail
WHERE (((t_AuditTrail.atTableID)="t_Employee") AND ((t_AuditTrail.atFieldName)="eJobTitleID"));
So the report only shows historical data for Job Title. Which means that Job Title from t_AuditTrail is not related to Contract Start Date or Contract End Date.
Problem(s)/Question(s):I want my report to show the Job Title History and the corresponding contract start date and contract end date (not the date a record was edited). When an employee changes a job title, his/her contract dates change.However, when i start to make a report based on quesries q_AuditTrail_JobTitle and q_AuditTrail_ContractStartDate and q_AuditTrail_ContractEndDate, Access tells me that they are not connected so it cannot make a report. How do I go about this? How do I let user see the Job Title relative to its contract start and end dates?
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Feb 26, 2014
I have a database with student information that contains tables about their dissertation and graduation information. There is a field "academic year" noting their graduation year. I have a form for data entry that my data entry person likes to use in datasheet view. The form is based on a query that contains only current academic year records. When a new academic year arrives, I plan to create a new query for the form to feed from. i.e., "hiding" past academic year records on the form in datasheet view.
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Dec 26, 2007
I am re-designing a database for 2008 and trying to eliminate my Make Table Queries as I have found them to be somewhat consistant over the last year, particularily when the users do not open the database on a given date. It seems there should be a simple way to accomplish what I want but I am struggling and need some assistance.
I have attached a sample of a few tables from my database, Open Cases, Closed Cases, and Date Today. The Open and Closed tables change daily due to a Corporate download and contain several date fields which have different meanings. As new cases are opened, they go on the open table, and as an open case is closed, it moves to the closed table. The tbl_Date Today is pre-populated with dates of working days only. I have a query called "Count Of Shelf Comb" that counts the number of open cases as of today, which in truth is for all activity through the previous business day. What I want is to have a query that will show each date on the tbl_date today as well has what the total count of open cases was for that date......a permanent history of the amounts.
How can I accomplish this without using a "Make Table Query".
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Mar 11, 2013
I'm thinking of 2 different ways, but not sure how Access will handle them.
1) A table that maintains the start and stop date of the relationship (i.e. employee has a job title from a start date to an end date).
This is the ideal, but I'm concerned about the number of records. The database will store 3,000 employees and I'd estimate around 2000 changes a month can occur to the employee data (transfers, hires, promotions, terminations and all cascading changes on dependent information).
2) A different database for each month/year. (i.e. Employees_March2013, Employees_April2013)
I don't have concerns about the number of records, but I'm not sure how the front-end will work with multiple back-end databases. Is there an easy way to setup a form to choose which "effective date" of employee information you'd like to choose and have it link to the correct back-end at that point before running a query/report?
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Nov 12, 2013
How to set up a trimester query instead of a quarter? DO I need to do it in VBA or can I do it as a criteria?
I am trying to query historical data into previous year trimesters. Jan-Apr, May-Aug, and Sept-Dec.
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Jun 1, 2005
Hope the thread title wasn't too confusing.
I have a database that tracks emissions from painting. Bear with me since this is going to be a long post.
:o
Some background info.
- a paint can consists of many parts mixed in a specific ratio.
- a part cosists of many chemicals
- a part may be used is many different paints
Here is how I have the existing database structured now. I’ve simplified it somewhat.
tblPaint
PaintID (PK)
PaintName - String
PaintDensity - Double
PaintVOCContent - Double
tblPart
PartID (PK)
PartName - String
PartDensity - Double
PartVOCContent - Double
tblRatio
RatioID (PK)
PaintID (FK)
PartID (FK)
Ratio - Integer
tblChemicalWt
ChemicalWtID (PK)
PartID (FK)
ChemicalID (FK)
WeightPercent - Double (Percent)
tblChemical
ChemicalID (PK)
strChemicalNumber - Long
strChemicalName - String
tblUsage
UsageID (PK)
PaintID (FK)
UsageDate - Date
UsageAmount - Double
PK = Primary Key (Autonumber)
FK = Foreign Key (Autonumber)
The Density or VOC Content (VOC = Volatile Organic Compound) for a paint can either be given OR it can be calculated by the mix ratio of parts and their respective Density or VOC Content values. One or the other must be complete.
What I did not account for was that there may be changes due to the paint manufacturer revising their paint composition, such as;
the parts that make up a paint may change
chemical make-up of a part changes (can be a change in Weight Percentages or the addition or deletion of a chemical).
ratio in which parts are mixed for a paint changes
Density/VOC Content values may change for a Paint or Part
The problem is that I cannot simply change the existing records as the emissions are calculated using all the data from each table and emissions need to be calculated using the paint/part/ratio/chemical weight percent info that was valid at the time of usage.
Another thing is that the Paint Name will not change, it’ll always be something like “BrandX Acrylic Blue”.
The person entering usage data only knows how much of what paint was used for a given day.
The person who enters paint usage has nothing to with entering the chemical make-up for parts and information for the paints and vice versa.
At any rate, my new draft table design is as follows. Two of the tables (tblChemical & tblUsage) will remain the same.
tblPaint
PaintID (PK)
PaintName - String
tblPaintVersion
PaintVersionID (PK)
PaintID (FK)
PaintDensity - Double
PaintVOCContent - Double
PaintVersionDateIN - Date
PaintVersionDateOUT - Date
tblPart
PartID (PK)
PartName - String
tblPartVersion
PartVersionID (PK)
PartID (FK)
PartDensity - Double
PartVOCContent - Double
PartVersionDateIN - Date
PartVersionDateOUT - Date
tblChemicalWt
ChemicalWtID (PK)
PartVersionID (FK)
ChemicalID (FK)
WeightPercent - Double (Percent)
I might be able to do away with tblRatioVersion and just have one table to store the mix ratios. It should be the case that a change in mix ratios (either a change in mix ratios and/or what parts make up a paint) means a change in the Paint Density & VOC Content. But I am presenting both versions of the Ratio tables here for completeness.
Version 1
tblRatioVersion
RatioVersionID (PK)
PaintVersionID (FK)
RatioVersionDateIN - Date
RatioVersionDateOUT - Date
tblRatio
RatioID (PK)
RatioVersionID (FK)
PartVersionID (FK)
Ratio - Integer
Version 2
tblRatio
RatioID (PK)
PaintVersionID (FK)
PartVersionID (FK)
RatioVersionDateIN - Date
RatioVersionDateOUT - Date
Ratio - Integer
I plan on having the DateOUT fields be populated automatically to match the DateIN for the new version. That way I can use “BETWEEN DateIN and DateOUT” to select the appropriate info for calculating emissions. The idea came from an old thread I started (http://www.access-programmers.co.uk/forums/showthread.php?t=31677&highlight=historical+data). I think this is the way to go, but with all the relationships going on, I'm having a hard time wrapping my head around it all. Am hoping someone here can help me with this.
Anyone see any problems with the new table design?
Anyone know a better way?
:confused:
Some potential issues that I see
If only the Density/VOC Content changes for a Paint, then the old set of records in tblRatio must be duplicated.
If only the Density/VOC Content changes for a Part, then the old set of records in tblRatio & tblChemicalWt must be duplicated.
Thanks for reading this post all the way to the end!
:D
EDIT: Thought about it some more.
A new version of a Part, should trigger a new version of Mix Ratios which in turn should trigger a new version of a paint.
Part --> Ratio --> Paint
Ratio --> Paint
Also, a change in a Part must trigger a New Paint version for ALL Paints that currently use it!
:eek:
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Mar 27, 2008
If my make queries in the data base and the source data base is another .mdb and the table names in the other .mdb which would be used for the queries are the same as those in the data base where the queries would be made......does anyone see any problems with that in the area of corruption or similar.
The queries made would be indentical to their counterparts in the data base where they are made and would serve the same purpose.
It would be a toggle type of thing whereby the recordsources for the forms in question would be changed.
For what I want to do it works perfectly but I am not sure if there would be problems that would only surface with longer term use and varied conditions as opposed to some short term testing.
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Sep 14, 2006
Hiya,
I realise this could well go against almost every DB rule in the book, but figured I would ask it anyway!
I have a database, which pulls all it's data from other databases - some in SQL, some in Oracle, and some from other Access DBs.
It then combines it all, performs dozens of queries on it, and allows me to produce necessary reports on it - all fine.
I have been asked to make it save historical copies of all the data it uses. The reason for this is the Financial Services Authority, who insist that the checks we are doing on this data is all stored, so that if an auditor arrives tomorrow, and asks me to prove the data from 3 months ago was processed correctly, I have to be able to come up with that 3 month old data.
I thought the easiest thing to do would be to use a series of make-table queries to move all the tables data to an external database, which can then be archived.
Does anyone have a way of allowing me to save the entire database, as at NOW - to another database?
I would need to make all the tables LOCAL, rather than linked?
Thanks! (and sorry for the unnecessarily long post!)
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Oct 14, 2005
I am a basically a beginner with access so please bear with me.
I have set up a database that measures productivity results for a call center. I am measuring the data by person, manager and queue. I have everything worked out except this one problem.
I have assigned individuals to a specific manager and a specific queue.
Periodically, individuals will move from one manager to another or from one queue to another. I need to know how to set up a table and queury that will allow me to indicate specific dates an individual worked for a specific manager or specific queue.
The table is currently:
Agent
Manager
Queue
Any help would be greatly appreciated.
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Oct 1, 2012
I have a table of Dealers. Each dealer has a REP. I want to CHANGE the rep of the Dealer going forward but RETAIN the historical.
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Nov 12, 2014
I have 2 tables.
Table A contains a list of Projects that evolve over time. Example:
Table A
ID Project Name Comment Comment Date
__________________________________________________ ________
1 Name 1 Comment 1.1 12/22/13
2 Name 2 Comment 2.1 12/20/13
3 Name 3 Comment 3.1 12/02/13
Now, let's say that Table A changes over time - just with the Comment portion. Example:
Table A
ID Project Name Comment Comment Date
__________________________________________________ ________
1 Name 1 Comment 1.2 01/20/14
2 Name 2 Comment 2.2 02/14/14
3 Name 3 Comment 3.2 01/02/14
Obviously, I would use an Update query to override the previous information.
But let's say that I want to preserve the previous information for historical use? How would I set this up?
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Jun 28, 2012
Selecting the "General" group as this involves SQL Server Stored Procedures (SP) and VBA code and Reports and and and...
Client has requested exception type reporting noting when a price in a Bill of Materials (BOM) changes.
I am thinking to solve this with the following steps:
1) EXEC SP to run "this week's" BOM reports, automated, figure out how to print to PDF or something
2) EXEC SP to run "this week vs last week" exception report. A giant nasty:
Code:
SELECT cols....
FROM [xyz]
LEFT JOIN [histxyz] ON [xyz].[partnumber] = [xyzhist].[partnumber]
WHERE [xyz].[cola] <> [histxyz].[cola]
OR [xyz].[colb] <> [histxyz].[colb]
OR etc...
through each of the fieleds that are hooked up to change tracking. Run that SP once, then use that temp table to generate customized reports based on parts per product which had a change.
3) Update weekly state snapshot of all parts remembering this week's state... transfer data from [xyz] to [xyzhist], so TRUNCATE then INSERT commands.
Seems slow and monotonous, the snapshotting "shell game" aspect... perhaps I may wrap that all into a transfer SP and allow the data to stay right on the server as it moves tables.
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Apr 16, 2014
I have data from a survey with qualitative responses. For a single qualitative question, I moved the ID & responses into a new table and categorized the response according to a bucket/theme, where each column is a new bucket. I now have 10 columns. Each response is represented in 1 or more columns. I used an excel formula to copy the response data into the column itself.
Example:
A1 // B1// C1 // D1// E1//... L1
ID // Response // Cats // Dogs // Elephants //.... Column 10
1 // I like cats // I like cats //(null)//(null)// ... (null)//
2 // I like cats and dogs // I like cats and dogs // I like cats and dogs //(null)//..//
3 // etc.
However, now I'm realizing that Access always wants to show data for all records, or at most I can limit using a WHERE clause in my query.I want to use Access to generate this report:
1. Section 1: Show all responses from the Cats bucket where there is data
2. Section 2: Show all responses from the Dogs bucket where there is data
3. and so on
I know how to do summary values, and I know how to do filtering that apply across the whole report, but this seems like more advanced filtering, where I want to see selective details differently for each field.
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Mar 9, 2006
First I would like to give thanks to all the knowledgeable folks here who have helped me with my DB to date. It is working and every one is very happy and I have learned a lot.
So now I would like to add some more functionality to this existing project.
My DB is for data input of customers for a drawing. It has the following fields: Id, account number, first name, last name, date/time, score1, score2.
I t is taking a great deal of time for the users to enter in hundreds of entries a day. Most of the entries are customers who are already in the DB. I would like to get the fields to auto fill the data for existing customers say after the account number is entered. So after you put in the account the name and any other pertinent data would shows up saving users from typing it in again.
The first problem I am having is that this is still a data entry form and I can’t figure out how to be able to see the account information and still add new data to the record? The new data is a daily score they get.
Second I haven’t figured out how to call up the customers information from just the account field.
I’ve googled this and haven’t found anything terribly helpful.
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Oct 24, 2007
i would like in a form for a combo box to be able to select an item from a table and input relating information automatically into other boxes in the form..
I have 3 tables: Table 1 has product code and product description.
Table 2 has invoice number company details, address etc.
Table 3 has product code and product description qty and invoice number..
Table 3 relates to table 2 by the invoice number and table 3 product code looks up the product codes available in table 1 and also table 3 looks up the list of products descriptions in table 1 using the combo wizard.
This means the wrong code can be put with wrong description.
What i would like to know is how i select a product description and the product code in the form fills out automatically?? i hope this makes sense please helppppp!!
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Mar 5, 2015
I an trying to create a data entry form (IndividualsEntryFm) to input data for fields such as (First Name),(Birthdate) etc., these to be saved to the (IndividualsTbl)
I also have another table (NamesTbl) which has family names etc. The two tables are linked by a (MainID) field. I want a combo box on the individualsEntryFm so that I can select the family name. Then I wish the empty fields for the IndividualsTbl to be available to enter data.When I press the save button I then want this data saved, together with the MainID from the combo box to the IndividualsTbl.
I have set the IndividualsTbl with a (PersonID) field as an auto number each individual therefore has a unique PersonID but may well share the MainID. I'm trying to link many people to the same address.
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Feb 9, 2015
I want to use the same form in datasheet mode for data entry and retrieval. When retrieving, all controls are disabled and locked. I am trying to enable and unlock them for modifying but that isn't working.
<code>
DoCmd.OpenForm "PO_Practice Data", , , , acFormEdit, acHidden
Forms![PO_Practice Data]!PO_Name.Enabled = True
Forms![PO_Practice Data]!PO_Name.Locked = False
Forms![PO_Practice Data]!Practice_Name.Enabled = True
Forms![PO_Practice Data]!Practice_Name.Locked = False
[code]...
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Dec 30, 2014
I would like to filter data from a table using a query (from an data input form). The objective is to output all results if input form field is empty and to output results higher or equal to the type in the field if field is not Null. The query code is as follows:
IIf(IsNull([Forms]![Form2]![MaxDiffInput]);[Maximum operational pressure (bar)];[Maximum operational pressure (bar)]>=[Forms]![Form2]![MaxDiffInput])
However, is not providing any result when the input field (MaxDiffInput) as a value.
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Aug 5, 2014
I am using Excel/VBA as a frontend and Access backend. The sheet2 stores the queue name and Queue number. We have to update the sheet1 from column L to column O by looking for the values from the Access table for the date selected from the comboboxes. Now In sheet 2 , it says Queue number and in actual in access table it is the combination of Type & Type1 & Type2. So we have to look for Type & Type1 & Type2 in the table and find out total Batches ,Total Envelopes,Total documents and total pages and then store the values in the ExcelSheet1 from column L to column O.
The following formulas will be used in the select statment:
Total Batches = count(BatchNo) for date selected
Total Envelopes=sum(Envelopes) for date selected
Total Documents=sum(Cases) for date selected
Total Pages=sum(Pages) for date selected
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Aug 10, 2012
I want a Text Box Query on my form to display the Status, Workshop, Time, Enrolled and Limit. The problem is these values come from two different tables and the Enrolled value comes from a single field that contains the different workshops.
What I mean is: In Table[Attendees] a row contains a customer's Number, First Name, Last Name, Workshop and Phone Number. The workshops vary for each customer so one row on the table could have John Doe attending Cover Letter Writing and the next row could have John Smith attending Resume Writing. What I want is to be able to count the different workshops within the Field[Workshop] and total them and then display the total in a Text Box Query. I have a Text Box Query set up displaying Status, Workshop, Time and Limit as these values all come from Table[Workshops].
So basically I need to Query to also display a result that is the Total for each workshop from Table[Attendees] and display the total for each workshop in a Query with data from Table[Workshops].
Here is a link to an Example Database [URL] ....
I'm trying to avoid putting things on different reports and the like because the people using this are basically computer illiterate and if they have to click a button (no matter how well labeled) they won't do it and the information might as well not exist.
And if there's a better way to do it, I'm all ears. The only thing is, I have to update these workshops month by month. Since they are dynamic, I want to avoid creating separate tables for each workshop.
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Nov 11, 2013
i have a main form named(EMP) i have a subform named(SEMP)with EMPID i have an another form Named(SDetail) with EMPID i want to open form Sdetail with filter records for data select in subform (SEMP) ,EMPID field Subform SEMP in as datasheet view. i can open sdetail for selected records only
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Apr 15, 2013
what I want to do is make a button to search range of columns in data table with data type Yes/no and display the results if the value is yes
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Dec 18, 2014
I am trying to save specific data from a data entry form to a specific depending on what the user selects from a dropdown/combo box.
So if the user selects "test company from the combo box, that data (from that form) will save to the Test company data table.
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Aug 1, 2007
I have a database that I import data from an excel spreadsheet into multiple times daily. The table that this data is imported into has several key fields that if the data already exisits in the table, and I attempt to import data that is the same except for one or more of the key fields is different. At this time the database it creates a different record. I am trying to get the database to overwrite the data in the database.
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