From Query To Graph - Running Sum Of Tasks Outstanding
May 10, 2006
Hi,
I am still confuse after reading threads on producing running sum on queries. help!
This query is to produce a time line graph of Progress Tasks with 3 main categories - New, Completed and Outstanding. So I got months on the x-axis and count on the Y-axis.
sample data.
say we look back for jobs in the month in feburary
Date Added; Date Completed ; category
11/1 ; NIL ; Outstanding
11/1 ; 1/3 ; Outstanding
11/1 ; 14/2 ; Completed
1/2 ; NIL ; Outstanding
1/2 ; 1/3 ; New and Outstanding
1/2 ; 14/2 ; New and Completed
so the total count of the categories for Feburary
New = 2 ,Completed= 2, Outstanding=4
can anyone help?
thanks
galantis
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Nov 20, 2014
Below is a formula that I have in my query. The problem I now have come up with is sometimes I will not want the allocated qty to be summed back onto the qty outstanding.
I have more fields in my form ( allocation)of which one is called " consumable" what I need the formula below to do is the consumable is not empty then don't add the " qty allocated" to the "qty outstanding"
Code:
qty required: IIf(DLookUp("[material]","Allocation","material= '" & Stocklist.material & "'") Is Null,[qty outstanding],[qty outstanding ]+DSum("[qty allocated]","Allocation","material= '" & Stocklist.material & "'"))
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Aug 14, 2013
I want to count the number of tasks by department by week. I need the time so my date the task was added is formated as a date/time.
I created a query and added the department (twice so that I can group and count), and transaction date. I clicked on totals and added the count function under the department. I added this criteria to the task date: between [start date] and [end date].
Problem is that it's grouping by day and each one is different because all times are different. How do I group these by day and not time?
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Oct 11, 2006
Im not sure if this is the right area to post this but what i wanted to know is how i would set the field "status" to OutStanding when a record is added into the table.
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Jul 17, 2006
Oh my gosh, how frustrating! I'M TRYING (so desperatly) to create a report that will show me how many outstanding inspection visits to a business. I don't know if i'm going in the right direction but, i've created the report with a date range form. the main purpose for this report is to show me how many visits I'm behind by typing in a date range. For example i want to know how many outstanding i have between 1/1/05 to 1/1/06. Visits are done annually. so i need for it to pull up the ones that weren't done. it's complexed for me to elaborate on it so i've attached it..
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Jul 26, 2005
Hi!
I have this table from a query:
1 1,34
2 1,23
3 1,21
1 0,65
2 0,55
3 ...
1
2
3
1
And I want 1,2,3 at the Y-axis and the X-axis to be the other values (1,34...)
But I only get a graph that shows 1,2,3 at Y but only the value 1 at the X-axis and the 1,34-values as legends! Why?
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Jun 18, 2012
I have a graph which queries data from a table, I need the graph to show the dates in the table with the correct results specific to that date.
However on the graph its displaying dates not in the table so its plotting the results out wrong, I need it to only show the dates in the the table on the bottom axis.how to do this.
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May 4, 2005
Hi,
we use access for localisation in our application. The business object which accessess the access uses DAO connectivity and we often land to
"Too many client tasks" problem.
is it wise to change the DAO to ADO? if so the above problem will go off?
what are the chances that the problem still persists?
is that access has any limits on the number of connections? like 64, 255? or is that ADO/DAO has any limitaions on the number of concurrent connections to access DB?
Pls help, your help will be highly appreciated.
Thanks,
Venkat.
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Feb 23, 2013
I have a query that pulls up the sum of records that holkd a date value between two dates, and groups them by the person that created them.
How can I show these results in a graph? that will update every time a user clicks a buttons (as they may wish to change the two dates to search between)...
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Sep 17, 2007
I am just starting to use Access and have set up many simple forms, datasheets, reports, summaries, etc. I have not worked with macros, etc. and need help for this project. I have set up a task table
F1 - DateOfCall - date - now()
F2 - Client - text
F3 - DateCompleted - date
F4 - DueDate - date
F5 - problemDescription - memo
F6 - Resolution - memo
I need to run a query and/or report every week summarizing what has been done the past week. Would also like to view previous weeks. I need help. How do I go about doing this.
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Feb 20, 2007
The timetracker that I am building stores the history of the task in multiple rows. Here's a simplified view.
Task ID | Assignor ID | Assignee ID | Description | Status
1 | 5 | 10 | I could not make this change. Please try at your end | assigned
1 | 10 | 2 | I made this change. Please check it. | resolved
1 | 2 | 10 | Please make a few modifications. | assigned
1 | 10 | 2 | Done. | resolved
1 | 10 | 10 | Cool. You're in for a raise! | closed
If i want to select task histories of tasks which are not closed, i.e. the status in the last record is not set to closed, how would i go about doing it? As of now I am doing this through code, where I cycle through the recordset and skip displaying the rows if the task has been closed. But I'm sure there's an easier way of doing this.
Any help will be appreciated.
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Jul 24, 2005
:eek: I have tried almost everything and I still can get this to work. I thought I had it with this attempt until I inputted October data and found that Access was sorting it by Number vs. Date.
I am simply trying to compare the number of tickets opened each month to the number of tickets closed each month. I also need to address how a report will appear if no tickets were opened or if no tickets was not closed in a month.
Incase the SQL in screencap is too difficult to read:
Query: qryTotals_Assigned_And_Completed - This calls the following two queries.
#############################################
SELECT qry_AssignedByMonth.MyAssigned, qry_AssignedByMonth.Count, qry_ClosedByMonth.MyClosed, qry_ClosedByMonth.Count, qry_AssignedByMonth.Month, qry_AssignedByMonth.Year, qry_ClosedByMonth.Month, qry_ClosedByMonth.Year
FROM qry_AssignedByMonth INNER JOIN qry_ClosedByMonth ON qry_AssignedByMonth.Month = qry_ClosedByMonth.Month
ORDER BY qry_AssignedByMonth.Month, qry_AssignedByMonth.Year, qry_ClosedByMonth.Month, qry_ClosedByMonth.Year;
#############################################
qry_AssignedByMonth
#############################################
SELECT (Format([DateAssigned],"mmm"" '""yy")) AS MyAssigned, Str(Month([DateAssigned])) AS [Month], Str(Year([DateAssigned])) AS [Year], Count(*) AS [Count]
FROM tblRequests
GROUP BY (Format([DateAssigned],"mmm"" '""yy")), Str(Month([DateAssigned])), Str(Year([DateAssigned]))
ORDER BY Str(Month([DateAssigned])), Str(Year([DateAssigned]));
#############################################
qry_ClosedByMonth
#############################################
SELECT (Format([DateClosed],"mmm"" '""yy")) AS MyClosed, Str(Month([DateClosed])) AS [Month], Str(Year([DateClosed])) AS [Year], Count(*) AS [Count]
FROM tblRequests
GROUP BY (Format([DateClosed],"mmm"" '""yy")), Str(Month([DateClosed])), Str(Year([DateClosed]))
ORDER BY Str(Month([DateClosed]));
#############################################
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Apr 17, 2014
Some essential background first. I have a Balances table which records balances by date. I also have an Issues table where problems are logged. There is a one-to-many relationship between Balances and Issues (i.e. each Balance can have multiple Issues). I also have a Comments table where updates for each Issue are recorded. There is again a one-to-many relationship between Issues and Comments (i.e. each Issue can have multiple Comments)
There are two key date fields in the Issues table :FlagDate (the date an Issue was flagged by a user for investigation)
ResolveDate (the date said investigation was brought to a conclusion)
There is also a date field in the Comments table :UpdatedWhen (the date any given comment was added)
So the basic flow is that an Issue gets flagged (FlagDate), then various comments are added (multiple UpdatedWhen's) and finally the Issue gets resolved (ResolveDate)
I need to incorporate a trend graph which will show the counts ofNew (i.e. new issues flagged as of each day) Cleared (i.e. issues resolved each day)
Updated (i.e. issues not yet resolved but updated each day)
Unchanged (i.e. issues not yet resolved and not updated each day)
Outstanding (i.e. all unresolved issues as of each day)
This is the SQL I've put together to get that table of information on which to base my chart :
Code:
SELECT [tblBalances].[BalanceDate] AS AsOfDate,
(SELECT COUNT([tblIssues].[IssueID])
FROM [tblIssues]
WHERE [tblIssues].[Flag] = True
AND [tblIssues].[FlagDate] = [tblBalances].[BalanceDate]) AS New,
[Code] .....
The subqueries for 'New', 'Cleared' and 'Outstanding' work perfectly; the resultant dataset gives me one record for each date in the Balance table and correctly counts the number of issues falling into each of those buckets.
The problem I have is with the 'Updated' bucket. If a flagged issue happens to be updated twice on the same day (which is perfectly acceptable), it counts this twice as well. I don't want this as I just want to know how many issues were updated on any given day - not how many updates there were.
I tried using COUNT(DISTINCT) in the 'Updated' subquery but it gives me a syntax error - on further research, I don't think it's possible to use the DISTINCT keyword in a COUNT subquery (at least not easily)
I also tried grouping by IssueID within that 'Updated' subquery but it still gives me the duplicate count within the same IssueID (and returns nulls rather than zeroes for those days where no updates occured)
I think I need to add a subquery within the subquery () to only return the latest comment as of the date in question - something along the lines of :
Code:
(SELECT TOP 1 [tblComments].[UpdatedWhen]
FROM [tblComments]
WHERE [tblComments].[IssueID] = [tblIssues].[IssueID]
AND DateValue([tblComments].[UpdatedWhen]) <= [tblBalances].[BalanceDate]
ORDER BY [tblComments].[UpdatedWhen] DESC) AS UpdatedWhen
But how to do this, nor if it is even feasible in Access to begin with.
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Aug 5, 2015
I'm creating a fairly basic case management system in Access 2007 and i'm wanting a way of populating a set of tasks when a case is created...
e.g.
I have a case table, which contains basic information about the case, case manager, ID, date created etc.
I've also got a task table with a list of tasks
When i create a new case I want it to pull in the list of tasks from the task table, the tasks are static so i wouldnt want them to update the task table but update progress on the tasks against the case.
Do i need another table for like casetasks where it populates the blank tasks and then they're updated with an ID linked back to the Case.
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Jun 14, 2014
I would like to make an action list based on tasks. I try to make a query that does the following things:
-Taken.Priority=1
-show maxium 5 tasks sorted on make date(taken.ingevoerd)
-OR with a total duration of maxium 480 minutes (Taken.[Geschatte duur (min))
The last one is to hard for me to make. For example if the duration of 4 tasks is 420 minutes, the fifth task (100 min) should not be shown, because the criteria of maximum amout of minutes is reached.This is what I have made so far:
SELECT DISTINCT TOP 5 Taken.ID, Taken.Omschrijving, Taken.Ingevoerd, Taken.Deadline, Taken.Priority, Taken.[Geschatte duur (min)]
FROM Taken
GROUP BY Taken.ID, Taken.Omschrijving, Taken.Ingevoerd, Taken.Deadline, Taken.Priority, Taken.[Geschatte duur (min)]
HAVING (((Taken.Priority)=1))
ORDER BY Taken.Ingevoerd DESC;
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Apr 25, 2014
I am trying to generate a report that is based off of a query. The query has a form filter that it needs to filter the data. I keep getting a jet engine error and couple others.
The form has year, start week, and end week on it. I can get the query to work fine. When I try to open the report, Access says it doesn't recognize the " [Forms]![frmUptimeFilter]![StartWeek] " as a valid field name or expression.
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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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Dec 6, 2013
I have a query, i need to get dsum of total task given to an employee.
I have grouped task_description and select count and it is now showing each employee as 1 which is correct.. i ma looking to get dsum based on this task count but with a criteria that i want to see these tasks sum month a have a month field which i get from assigned date the month field is showing like this december-2013.
Based on this i want to calculate dsum as first to see task count which i mentioned earlier, then employee id which is in query as ID and then month.. this sum will calculate monthly tasks given to each employee.
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Sep 5, 2013
I have been searching the web for a solution to this problem. I have created a scheduled task on Windows 7 to automatically run a macro from a command line, however, it seems to only run when the user is logged onto the machine. Is there a way to run Access without the interactive logon? I would rather not leave the machine logged in with this account, but if that is the only solution, so be it.
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May 6, 2015
I need the ability to assign employees to a different task in each of four different timeslots on a daily basis. What I would like to do is as I assign an employee to a task in timeframe 1, I would like for them to become unavailable to assign to another task in the same timeframe.
For Example: Three employees to assign to three tasks at the 8 AM to 10 AM time slot.
Employee
Task
Time
Assigned
Emp 1, Emp 2, Emp 3
Task 1
8 AM to 10 AM
Emp 2-Task 1
Emp 1, Emp 3
Task 2
8 AM to 10 AM
Emp 3-Task 2
Emp1
Task 3
8 AM to 10 AM
Emp1-Task 3
It would be nice to set this up in a form where my person doing the scheduling can assign an individual to a task and that individual name disappears from the combo boxes, list boxes, or is "greyed-out" in a listing of employees available for the time period for the remaining assignments.
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Jul 28, 2014
I'm working on a scheduling system for my fathers company that automates some redundant tasks. Most importantly the system manages the order of processes on different parts (ie, part "tubes" may be cut, then drilled, then welded, then shipped).
I'm trying to create a form that allows for the editing and viewing of all the parts and the processes for each part for a specific work Order. Ideally the information that applies to all the parts (Work order Number, due date etc) would appear at the top of the form with all of the processes to appear beneath (Separated into groups - all the parts to be welded shown together). My problem with using sub forms for this was that I need all the records to be shown without scrolling. Is there a way to dynamically change the size of each Subform to match the required size, or is there a better feature to use?
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Mar 14, 2005
Can anyone tell me how to get a running balance on a report. I know how to create a running total, by setting the "running sum" property of a text box to "Over all".
I can't however see how I can adapt this to give a running balance (as in a bank statement for example). Attempts to do so end up in failure!!
Many thanks in advance.
Peter
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Sep 16, 2005
Hi!
Sorry I am to bother you. But I was wondering whether it is possible to create a running sum in a query (from each previous record just a simple add up)?
I know how to do in report (it is described in the help function) but for a query I cannot find anything.
Thx and rgds,
Lobhaan
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Feb 16, 2006
have a table, Loans.
Fields:
ID (key)
Loan Number
Principal Balance.
I have another table, Transaction, that's based off the Loan Number field on the loans table.
Fields:
LoanNumber
Payment Type (2 choices, payment and advance)
Amount
I have a user form where users can specify the payment type, and amount, based on a certain loan number.
I'm attempting to do this:
User enters a transaction into the database. once the transaction is entered, the Principal Balance field for the specified loan number is updated.
If the payment type is advance, the query will subtract the amount from principalbalnce. if payment, the query wll add the amount to the principal balance.
Here's what I have so far.
The userform updates the transactions table with the information correctly.
My next step is to update the principal balance.
I'm thinking I could use some sort of update query, but I don't know where to begin.
HELP!!
If there is a better (normalized) way to accomplish this, I'm definitely open to ideas. Please just provide a basic example so I can understand. :o :cool:
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Jul 29, 2006
Well Shut down my computer and call me a newbie.
I'm trying to run an append query with two parameters and a like "value*" in the where clause. When I run it in ADO it returns no values.
When I run it in DAO is works just fine.
WHen I delete the like condition it works just fine.
When I change the like condition to and abolute condition, e.g. "Cancel" it works just fine.
BUT WHEN I PUT Like "Can*" back it is returns no records.
Now I've been working with Access for more years than I will admit, but I have never seen anything like this.
I assume Like is valid SQL
SO SOMEONE PUT ME OUT OF MY MISERY. Am I barking up the wrong dog, or is "Like 'XXX*" not usable when executing queries in ADO.
SAVE ME !!!!! SAVE ME!!!!
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Jan 7, 2008
Hi
I have a query that shows part numbers with a total qty ordered for a specified time period. This first part of the query is fine and is made into a table.
I am then trying to use this table to create a running sum with the list sorted in descending order, and ultimately break the list where the sum reaches 80% of the total qty across the whole list. I have tried the following formula and the table has been indexed in the descending order it would need to be in. The IndexAlias has also been created and made into a fixed table prior to running the 'Running Sum' query.
RunTot: DSum("qty_ordered","Core Stock","[Index]<=" & [IndexAlias] & "")
I have taken this formula from the microsoft link below, (Method 2), and adapted it to my query. However, although I have a decent understanding of Access I do not understand the '&' in this formula. Removing this and the double quotes on the end returns an error and leaving them in returns zeros all the way down the 'RunTot' field. If anyone can help I would appreciate it as I am stuck on this.
http://support.microsoft.com/kb/290136
many thanks
:)
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