Count record with two criteria in unbound textbox - vba

i have fields named "Date of Payment" and "Type of Application". i have also unbound textbox with a name "txtCount". i want to display in "txtCount" the total count of records if "Date of Payment" = year 2022 AND "Type of Application" = "New Transaction". The year 2022 is in another table field name "Calendar Year" and the year 2022 is in text159 using: =DLookUp("CalendarYear","tblControlNumber","ControlID")
this is my current formula in my unbound textbox and i am getting error.
=Sum(IIf([Type of Application]="New Transaction" And Year([Date of Payment])=[Text159.Value],1,0))
can anyone help pls, thank you
i want to get Number of New transaction in year 2022 only. and if i update my calendar year 2023, i can also get the number of new transactions in year 2023.


The DLookup() is not complete - WHERE CONDITION needs parameter.
=DLookUp("CalendarYear","tblControlNumber","ControlID=" & [somefield or textbox])


As June7 pointed out Text159 isn't set up properly. In this example the equivalent txtYear just has 2022 typed in. Assuming:
-------------------------------------------------------------------------------------
| SomeTableID | DateofPayment | TypeofApplication | CalendarYear |
-------------------------------------------------------------------------------------
| 1 | 11/24/2022 | New Transaction | 2022 |
-------------------------------------------------------------------------------------
| 2 | 10/24/2022 | New Transaction | 2022 |
-------------------------------------------------------------------------------------
| 3 | 1/22/2021 | Old Transaction | 2021 |
-------------------------------------------------------------------------------------
| 4 | 2/23/2021 | Old Transaction | 2021 |
-------------------------------------------------------------------------------------
txtCount=DCount("SomeTableID","SomeTable","Year(DateofPayment) = " & [txtYear])
txtCountJustRecord= =IIf([TypeofApplication]="New Transaction",1,0)
Your issue is most likely that the IIf() function is referring to just the selected record of the form's RecordSource. Instead use something like txtCount

Related

Subtract two aggregated values in Bar Chart

My data is like -
+-----------+------------------+-----------------+-------------+
| Issue Num | Created On | Closed at | Issue Owner |
+-----------+------------------+-----------------+-------------+
| 1 | 12/21/2016 15:26 | 1/13/2017 9:48 | Name 1 |
| 2 | 1/10/2017 7:38 | 1/13/2017 9:08 | Name 2 |
| 3 | 1/13/2017 8:57 | 1/13/2017 8:58 | Name 2 |
| 4 | 12/20/2016 20:30 | 1/13/2017 5:46 | Name 2 |
| 5 | 12/21/2016 19:30 | 1/13/2017 1:14 | Name 1 |
| 6 | 12/20/2016 20:30 | 1/12/2017 9:11 | Name 1 |
| 7 | 1/9/2017 17:44 | 1/12/2017 1:52 | Name 1 |
| 8 | 12/21/2016 19:36 | 1/11/2017 16:59 | Name 1 |
| 9 | 12/20/2016 19:54 | 1/11/2017 15:45 | Name 1 |
+-----------+------------------+-----------------+-------------+
What I am trying to achieve is
Number of issues created per week
Number of issues closed per week
Net number of issues remaining per week
I am able to resolve the top two points but unable to approach the last.
My attempt -
This gives me number of issues created every week.
Similarly I have done for Closed per week.
For Net number of issues (Created-Closed) -
I tried adding Closed At column along with Created On but I can't see second bar in the chart along with Created On either.
Something like this
I tried doing the same in excel -
I want something of this sort but with another column as the difference of
number of issues created that week - number of issues closed that week.
In this case, 8-6=2.

You could use a calculated field(Analysis->Create Calculated Field). Something like this:
{FIXED [Create Date]:Count(if DATEPART('year',[Create Date]) = 2016 then [Number of Records] end)} - {FIXED [Closed Date]:Count(if DATEPART('year',[Closed Date]) = 2016 then [Number of Records] end)}
This function is using LOD expressions to pull back both sets of values. It will filter on all 2016 results for both date sets and then minus them from each other.
For more on LOD's see here:
https://www.tableau.com/about/blog/LOD-expressions
Use this as your measure and pull in one of your date fields as the dimension.

The normal way to solve this problem is to reshape the data so you have one row per status change instead of one row per issue, with a column named [Date] and a column named [Action]. The action can be submit and close (or in a more complex world include approve, reject, whatever - tracking the history.
You can do the reshaping without modifying your source data by using a UNION to get two copies of each row with appropriate calculated fields to make the visible columns make sense (e.g., create calculated a field called Date that returns the submission date or closing date depending on whether the row is from the first or second union, with a similar one called Action whose value depends on that as well. Filter out Close actions that have a null date)
Or you can preprocess the data to reshape it.
Or you can use data blending to make two sources that point to the same data source but customizing the linking fields to line up the submit and close dates (e.g., duplicate the data connection and rename both date fields to have the same name). But in this case, you probably want to create scaffolding source that has every date, but no other data, to use as the primary data source to avoid filtering out data from the secondary for dates that don't appear in the primary. The blending approach can be brittle.
Assuming you used the UNION approach instead of Data Blending, then you can count the number of submissions and closures within a certain date range, or compute a running total of the difference to see the backlog size over time.

how to group dates from ms access database as week of month using excel vba

I am using MS access 2010 database and working with Excel VBA to connect to the database and make queries. Suppose I have a table named "MyTable" like this below:
----------------------
| Date | Count |
----------------------
|7/7/16 | 12 |
----------------------
|7/8/16 | 15 |
----------------------
|7/15/16 | 18 |
----------------------
|7/18/16 | 16 |
----------------------
|8/7/16 | 15 |
----------------------
|8/8/16 | 10 |
----------------------
|8/15/16 | 9 |
----------------------
|8/16/16 | 18 |
----------------------
Now I want to use query to get a table like this:
----------------------
|Week by Month | Sum |
----------------------
|July Week 2 | 27 |
----------------------
|July Week 3 | 18 |
----------------------
|July Week 4 | 16 |
----------------------
|Aug Week 2 | 25 |
----------------------
|Aug Week 3 | 27 |
----------------------

Use DatePart to get the week of the year, then subtract the week of the first day of the month (zero based week of the month) and then add 1 (to get to a one based week of the month:
Public Function WeekOfMonth(x As Date) As Integer
WeekOfMonth = DatePart("ww", x) - _
DatePart("ww", DateSerial(Year(x), Month(x), 1)) _
+ 1
End Function
Note that the Access SQL version should be idential to what's after the = sign.

I have solved this as below:
select weeknum, sum(count1) from (
select format(date1,'MMM') & " Week - " & int((datepart('d',date1,1,1) -1 ) / 7 + 1) as weeknum, count1 from MyTable)
group by weeknum

Show Week of Month where Week 1 is always the 1st Full Week of the Month starting in that month (First Sunday is 1 or 2 or 3 or 4 or 5 or 6 or 7), days of the month prior to the first Sunday are counted as week 4/5 of previous month.
After searching and failing to find EXACTLY the right answer for my situation - I modified ComIntern's solution as follows. This is used a CONTROL on a REPORT, where [StartDate] is a criteria on the form that calls/generates the report:
=IIf((DatePart("ww",[StartDate]-7)-DatePart("ww",DateSerial(Year([StartDate]-7),Month([StartDate]-7),1))+1)="5","1",DatePart("ww",[StartDate])-DatePart("ww",DateSerial(Year([StartDate]),Month([StartDate]),1))+0)
This results in showing the Week of Month based on FULL weeks - and accounts for when the previous month's week 5 included 1 or more days from this month.
For example - Week 5 of Oct 2017 is 29 OCT - 04 NOV. If I did not include the IIF statement to adjust the formula, 05-11 NOV is returned as Week 2, but for my reporting purposes it is Week 1 of NOV. I have tested this out and appears to ALWAYS work, if you need to see Week of Month, based on FULL weeks, this should work for you!

MDX - Get total from selected period

I want to calculate a percentage value of a selected period. I don't know how to handle it.
| Quantity | CalcMember |
January | 5 | |
2015-01-01 | 1 | 20% |
2015-01-02 | 2 | 40% |
2015-01-03 | 2 | 40% |
I need only the total of my selected period from day X to X and not the result of the whole month for my calculation.
The issue is summarizing the filtered members within the calculated member.
edit: I found a solution!
I have to create a dynamic set
CREATE DYNAMIC SET CurrentCube.[SelectedDates] AS [Date].[YearMonth].[Date].Members;
CREATE MEMBER CURRENTCUBE.[Measures].[Percentage] AS
[Measures].[Qty] / SUM([SelectedDates], [Measures].[Qty]),
format_string = "Percent"
but this works only when the dates are in the rows...

Use EXISTING function
CREATE HIDDEN DYNAMIC SET [SelectedDates] AS
EXISTING [Date].[YearMonth].[----smallest level of your hierarchy---].Members;
CREATE MEMBER CURRENTCUBE.[Measures].[Percentage] AS
[Measures].[Qty] / // or somethinng like [Original Value] from numeric calculations if you want to do that for multiple measures at once
Sum
([SelectedDates], [Measures].[Qty]
);

DAX SUMMARIZE() with filter - Powerpivot

Rephrasing a previous question after further research. I have a denormalised hierarchy of cases, each with an ID, a reference to their parent (or themselves) and a closure date.
Cases
ID | Client | ParentMatterName | MatterName | ClaimAmount | OpenDate | CloseDate
1 | Mr. Smith | ABC Ltd | ABC Ltd | $40,000 | 1 Jan 15 | 4 Aug 15
2 | Mr. Smith | ABC Ltd | John | $0 |20 Jan 15 | 7 Oct 15
3 | Mr. Smith | ABC Ltd | Jenny | $0 | 1 Jan 15 | 20 Jan 15
4 | Mrs Bow | JQ Public | JQ Public | $7,000 | 1 Jan 15 | 4 Aug 15
After the help of greggyb I also have another column, Cases[LastClosed], which will be true if the current row is closed, and is the last closed of the parent group.
There is also a second table of payments, related to Cases[ID]. These payments could be received in parent or child matters. I sum payments received as follows:
Recovery All Time:=CALCULATE([Recovery This Period], ALL(Date_Table[dateDate]))
I am looking for a new measure which will calculate the total recovered for a unique ParentMatterName, if the last closed matter in this group was closed in the Financial Year we are looking at - 30 June end date.
I am now looking at the SUMMARIZE() function to do the first part of this, but I don't know how to filter it. The layers of calculate are confusing. I've looked at This MSDN blog but it appears that this will filter to only show the total payments for that matter that was last closed (not adding the related children).
My current formula is:
Recovery on Closed This FY :=
CALCULATE (
SUMX (
SUMMARIZE (
MatterListView,
MatterListView[UniqueParentName],
"RecoveryAllTime", [Recovery All Time]
),
[RecoveryAllTime]
)
)
All help appreciated.

Again, your solution is much more easily solved with a model addition. Remember, storage is cheap, your end users are impatient.
Just store in your Cases table a column with the LastClosedDate of every parent matter, which indicates the date associated with the last closed child matter. Then it's a simple filter to return only those payments/matters that have LastClosedDate in the current fiscal year. Alternately, if you know for certain that you are only concerned with the year, you could store just LastClosedFiscalYear, to make your filter predicate a bit simpler.
If you need help with specific measures or how you might implement the additional field, let us know (I'd recommend adding these fields at the source, or deriving them in the source query rather than using calculated columns).

How to calculate the broadcast year and month out of the given date?

Is there a way to calculate the the broadcast year and month for a given gregorian date?
The advertising broadcast calendar differs from the regular calendar, in the way that every month needs to start on a Monday and end on a Sunday and have exactly 4 or 5 weeks. You can read about it here: http://en.wikipedia.org/wiki/Broadcast_calendar
This is a pretty common thing in TV advertising, so I guess there is a standard mathematical formula for it, that uses a combination of date functions (week(), month(), etc...).
Here is an example mapping between gregorian and broadcast dates:
| gregorian_date | broadcast_month | broadcast_year |
+----------------+-----------------+----------------+
| 2014-12-27 | 12 | 2014 |
| 2014-12-28 | 12 | 2014 |
| 2014-12-29 | 1 | 2015 |
| 2014-12-30 | 1 | 2015 |
| 2014-12-31 | 1 | 2015 |
| 2015-01-01 | 1 | 2015 |
| 2015-01-02 | 1 | 2015 |
Here is example how the broadcast calendar looks for 2015:
http://www.rab.com/public/reports/BroadcastCalendar_2015.pdf

As far as I can see, the pattern is that the first of the Gregorian month always falls within the first week of the Broadcast calendar, and any days from the previous month are pulled forward into that month to create full weeks. In Excel, you can use the following formula in cell B2 (first of your broadcast months above) to calculate the broadcast month:
=MONTH(A2+(7-WEEKDAY(A2,2)))
Similarly, in cell C2:
=IF(AND(MONTH(A2)=12,B2=1),YEAR(A2)+1,YEAR(A2))
This will return the broadcast month and year for any dates you put into your data set.
Hope that helps!

month,first,last
2018_1,2018-01-01,2018-01-28
2018_2,2018-01-29,2018-02-25
2018_3,2018-02-26,2018-03-25
2018_4,2018-03-26,2018-04-29
2018_5,2018-04-30,2018-05-27
2018_6,2018-05-28,2018-06-24
2018_7,2018-06-25,2018-07-29
2018_8,2018-07-30,2018-08-26
2018_9,2018-08-27,2018-09-30
2018_10,2018-10-01,2018-10-28
2018_11,2018-10-29,2018-11-25
2018_12,2018-11-26,2018-12-30
2019_1,2018-12-31,2019-01-27
2019_2,2019-01-28,2019-02-24
2019_3,2019-02-25,2019-03-31
2019_4,2019-04-01,2019-04-28
2019_5,2019-04-29,2019-05-26
2019_6,2019-05-27,2019-06-30
2019_7,2019-07-01,2019-07-28
2019_8,2019-07-29,2019-08-25
2019_9,2019-08-26,2019-09-29
2019_10,2019-09-30,2019-10-27
2019_11,2019-10-28,2019-11-24
2019_12,2019-11-25,2019-12-29
2020_1,2019-12-30,2020-01-26
2020_2,2020-01-27,2020-02-23
2020_3,2020-02-24,2020-03-29
2020_4,2020-03-30,2020-04-26
2020_5,2020-04-27,2020-05-31
2020_6,2020-06-01,2020-06-28
2020_7,2020-06-29,2020-07-26
2020_8,2020-07-27,2020-08-30
2020_9,2020-08-31,2020-09-27
2020_10,2020-09-28,2020-10-25
2020_11,2020-10-26,2020-11-29
2020_12,2020-11-30,2020-12-27
2021_1,2020-12-28,2021-01-31
2021_2,2021-02-01,2021-02-28
2021_3,2021-03-01,2021-03-28
2021_4,2021-03-29,2021-04-25
2021_5,2021-04-26,2021-05-30
2021_6,2021-05-31,2021-06-27
2021_7,2021-06-28,2021-07-25
2021_8,2021-07-26,2021-08-29
2021_9,2021-08-30,2021-09-26
2021_10,2021-09-27,2021-10-31
2021_11,2021-11-01,2021-11-28
2021_12,2021-11-29,2021-12-26
2022_1,2021-12-27,2022-01-30
2022_2,2022-01-31,2022-02-27
2022_3,2022-02-28,2022-03-27
2022_4,2022-03-28,2022-04-24
2022_5,2022-04-25,2022-05-29
2022_6,2022-05-30,2022-06-26
2022_7,2022-06-27,2022-07-31
2022_8,2022-08-01,2022-08-28
2022_9,2022-08-29,2022-09-25
2022_10,2022-09-26,2022-10-30
2022_11,2022-10-31,2022-11-27
2022_12,2022-11-28,2022-12-25
2023_1,2022-12-26,2023-01-29
2023_2,2023-01-30,2023-02-26
2023_3,2023-02-27,2023-03-26
2023_4,2023-03-27,2023-04-30
2023_5,2023-05-01,2023-05-28
2023_6,2023-05-29,2023-06-25
2023_7,2023-06-26,2023-07-30
2023_8,2023-07-31,2023-08-27
2023_9,2023-08-28,2023-09-24
2023_10,2023-09-25,2023-10-29
2023_11,2023-10-30,2023-11-26
2023_12,2023-11-27,2023-12-31
2024_1,2024-01-01,2024-01-28
2024_2,2024-01-29,2024-02-25
2024_3,2024-02-26,2024-03-31
2024_4,2024-04-01,2024-04-28
2024_5,2024-04-29,2024-05-26
2024_6,2024-05-27,2024-06-30
2024_7,2024-07-01,2024-07-28
2024_8,2024-07-29,2024-08-25
2024_9,2024-08-26,2024-09-29
2024_10,2024-09-30,2024-10-27
2024_11,2024-10-28,2024-11-24
2024_12,2024-11-25,2024-12-29
2025_1,2024-12-30,2025-01-26
2025_2,2025-01-27,2025-02-23
2025_3,2025-02-24,2025-03-30
2025_4,2025-03-31,2025-04-27
2025_5,2025-04-28,2025-05-25
2025_6,2025-05-26,2025-06-29
2025_7,2025-06-30,2025-07-27
2025_8,2025-07-28,2025-08-31
2025_9,2025-09-01,2025-09-28
2025_10,2025-09-29,2025-10-26
2025_11,2025-10-27,2025-11-30
2025_12,2025-12-01,2025-12-28