I'm using MS Access 2010 and am writing a program to display the lease amount to be paid over a period of 36 months. Once I have entered the contract into a table I use the following expression:
Charge: IIf(Date()>[1StartDate] And (Date())<=[2StartDate],[1Sched],
IIf(Date()>[2StartDate] And (Date())<=[3StartDate],[2Sched],
IIf(Date()>[3StartDate] And (Date())<=[4StartDate],[3Sched],
IIf(Date()>[4StartDate] And (Date())<=[5StartDate],[4Sched],
IIf(Date()>[5StartDate] And (Date())<=[EndDate],[5Sched],"0")))))
This shows the correct Rental amount to be invoiced but I would like to display the entire 36 months schedule so that when I run batch invoicing one specific month at a time will be ticket off as having been processed. How may I accomplish this?
Related
I am needing to Calculate the start/end Balances by day for each Site/Department.
I have a source table call it “Source” that has the following fields:
Site
Department
Date
Full_Income
Income_To_Allocate
Payments_To_Allocate
There are 4 Sites (SiteA/SiteB/SiteC/SiteD), Sites B-D have only 1 department and Site A has 10 departments.
This table is “mostly” a daily summary. I say “mostly” as the daily detail from 2018 was lost and instead we just have the monthly summary inputted as one entry on the last day of the month. For 2018 there is only data going back to September. From 1/1/2019 the summary is actually daily.
Any Income in the Full_Income field will be given to that Site/Department at 100% value.
Any Income in the Income_To_Allocate field will be spread among all the Site/Departments using the below logic:
(
(Prior_Month_Site_Department_ Balance+ This_Month_Site_Department_Full_Income)
/
(Prior_Month_All_Department_Balance + This_Month_All_Department_Full_Income)
)
*
(This_Month_All_Department_Income_to_Allocate)
Any Payments in the Payments_to Allocate) field will be spread among all the Site/Departments using the below logic:
(
(Prior_Month_Site_Department_ Balance+ This_Month_Site_Department_Full_Income)
/
(Prior_Month_All_Department_Balance + This_Month_All_Department_Full_Income)
)
*
(This_Month_All_Department_Payments_to_Allocate)
The idea behind these pieces of logic is to spread the allocated pieces based on the % of business each Site/Department did when looking at the Full_Income data.
The Balance would be calculated with this logic:
Start Balance:
Prior day Ending Balance
Ending Balance:
Prior day Ending Balance + (Site_Department_Full_Income) + (Site_Department_Allocated_Income)- (SiteDepartment_Allocated_Income)
I have tried to do things using the lag function to grab the prior info that I am needing for these calculations. I always get real close but I always wind up stuck on the fact the Ending Balance is calculated using the post spread values for the allocated income and reseeds while the calculation for the spread is using the prior month balance info. This ends up being almost circular logic but with a finite start point. I am at a loss for how to make this work.
I am using SQL Server 2012. Let me know if you need any more details.
Problem Statement: I need to find out Over Due start date and from that i need to calculate number of Over due days. I know how to do for Over due days count, but i am not able to find a way to figure out for Over due start date.
Example: Let us say a customer did not pay for 4th November 2017, 4th December 2017, 4th Jan 2018, 4th Feb 2018. Now for these There were 4 Zero collection records placed in Collections table and 4 records placed in Over Due Collections table with D Flag. Now on 8th Feb Customer Paid an installment then the respective payment record has been placed in Collections table and another record in Over due collections with C flag. Since this payment gets adjusted for 4th November 2017 the Over due start date will be 4th December. Suppose if the customer did not pay then it will be 4th November 2017 as the Over due start date.
I have tables as follows for a Loan Management System:
Schedule (Payment Schedule): Which will have all the Installments, with the dates adn the respective amounts to be paid for each month.
Schema: LoanNo, Schedule Date, Installment No, Principle, Interest.
Collections (Payment Collections) for each month which has been collected. Suppose if the payment not received, A record placed with the respective date and with Zero amount. and another record will be placed in Over due collections table with D flag with the respective amounts. If there is any collection happens, then another record will be inserted with the flag C which represents collections.
Schema: LoanNo, PaymentReceived Date, Principle, Interest
Over Due Collections (Which there will be a record placed if there is a Due)
Schema: LoanID, Flag(D/C), Date, Principle, Interest
Please do suggest and guide me to write a proper query for this
it's interesting yet easy problem. you can tackle by calculating running sum of the amount and then compare with total payments by the customer. Take all the records having running sum greater than total payment. and choose minimum date out of it.
let me know if require further help I will give you SQL query. But you should try by your own
Edit 1
this will provide you running_sum
_______Subquery1_______
select a.LoanNO,a.Scheduledate,a.Amount,sum(b.amount)run_sum from
Paymentschedule a
join PayamentSchedule b
on a.LoanNo=b.LoanNo and a.ScheduleDate>b.ScheduleDate and
a.ScheduleDate<=now() group by 1,2,3
total collection against loan
_______subquery 2_____
select LoanNo,sum(amount)total collection from collection group by 1
now
select a.LoanNo,min(ScheduleDate) overduestartdate from subquery1 join subquery2 on
a.LoanNO=b.LoanNO
and a.run_sum>b.Collection group by 1
modify according to your schema
I have a table named "Historical_Stock_Prices" in a MS Access database. This table has the columns: Ticker, Date1, Open1, High, Low, Close1, Volume, Adj_Close. The rows consist of the data for each ticker for every business day.
I need to run a query from inside my VB.net program that will return a table in my program that displays the growth rates for each quarter of every year for each ticker symbol listed. So for this example I would need to find the growth rate for GOOG in the 4th quarter of 2012.
To calculate this manually I would need to take the Close Price on the last BUSINESS day of the 4th quarter (12/31/2012) divided by the Open Price of the first BUSINESS day of the 4th quarter (10/1/2012). Then I need to subtract by 1 and multiply by 100 in order to get a percentage.
The actual calculation would look like this: ((707.38/759.05)-1)*100 = -6.807%
The first and last days of each quarter may vary due to weekend days.
I cannot come up with the correct syntax for the SQL statement to create a table of Growth Rates from a table of raw Historical Prices. Can anyone help me with the SQL statment?
Here's how I would approach the problem:
I'd start by creating a saved query Access named [Stock_Price_with_qtr] that calculates the year and quarter for each row:
SELECT
Historical_Stock_Prices.*,
Year([Date1]) AS Yr,
Switch(Month([Date1])<4,1,Month([Date1])<7,2,Month([Date1])<10,3,True,4) AS Qtr
FROM Historical_Stock_Prices
Then I'd create another saved query in Access named [Qtr_Dates] that finds the first and last business days for each ticker and quarter:
SELECT
Stock_Price_with_qtr.Ticker,
Stock_Price_with_qtr.Yr,
Stock_Price_with_qtr.Qtr,
Min(Stock_Price_with_qtr.Date1) AS Qtr_Start,
Max(Stock_Price_with_qtr.Date1) AS Qtr_End
FROM Stock_Price_with_qtr
GROUP BY
Stock_Price_with_qtr.Ticker,
Stock_Price_with_qtr.Yr,
Stock_Price_with_qtr.Qtr
That would allow me to use the following query in VB.NET (or C#, or Access itself) to calculate the quarterly growth rates:
SELECT
Qtr_Dates.Ticker,
Qtr_Dates.Yr,
Qtr_Dates.Qtr,
(([Close_Prices]![Close1]/[Open_Prices]![Open1])-1)*100 AS Qtr_Growth
FROM
(
Historical_Stock_Prices AS Open_Prices
INNER JOIN Qtr_Dates
ON (Open_Prices.Ticker = Qtr_Dates.Ticker)
AND (Open_Prices.Date1 = Qtr_Dates.Qtr_Start)
)
INNER JOIN
Historical_Stock_Prices AS Close_Prices
ON (Qtr_Dates.Ticker = Close_Prices.Ticker)
AND (Qtr_Dates.Qtr_End = Close_Prices.Date1)
I'm quite new to access and I am currently in the process of making a database for my company.
I have a 'Jobs' table with these fields in:
Job No.
Year Initiated
Month Initiated
Company ID
Job Description
Amount Quoted
Amount to Invoice
Invoice Number
Completed By
Cost
Profit
What I want to know Is what is the best way/ how do I calculate either in a form or query the overall profit for each month?
Please help, the database is really coming along, apart from this is well entruely stuck on.
You want to find all rows matching a specific year / month, and add together all the profit entries for that month to get a total?
If so, try this :
select sum(profit) from Jobs where year = 2013 and month = 02
Or, if you want to retrieve this information for all months in one go, try this :
select year, month, sum(profit) from Jobs group by year, month
I am developing a cube with Analysis Services 2000 for a web application where users can register and unregister to the site. So, the "user" table has these three fields:
activo (1 or 0)
fechaAlta
fechaBaja
When the user activates his account, the application saves the "fechaAlta" and puts 1 on "activo" field.
When the user unsubscribes his account,the application updates the field "activo" to 0 and saves the "fechaBaja".
The information I need is to know how many users are active at a time, through a time dimension. Something like:
Year Month Day Active users
2009 January 1 10 (10 activations this day)
2009 January 2 12 (3 activations this day and 1 unregistered)
2009 January 10 17 (5 activation this day)
Even I query on february 2009, I need to know that in January 1th there was 10 active users (the user that unsubscribed the 2th must be counted).
I developed a cube where the fact table is the user table, and create two dimensions for both date fields (fechaAlta and fechaBaja). Also I created this calculated field:
active by month:
Calculation subcube: {[Measures].[Altas]}, [Fecha Alta].[Mes].MEMBERS
Calculation formula: sum({Descendants([Fecha Alta].currentmember,[Fecha Alta].[Día])},[Measures].[Activo])
active to day:
Calculation subcube: {[Measures].[Inscritos]},[Fecha Alta].MEMBERS
Calculation formula: sum({Periodstodate([Fecha Alta].[(Todos)])},[Measures].[Activo])
I don't know how to discount the unregistered users only from the day indicated on fechaBaja.
Thanks.
This is a classic slowly changing dimension issue. What you are describing is a type 2 slowly changing dimension see here
You need to make sure that your user dimension has a surrogate key. Then you create a new record in your user table each time the user changes status and then you use effective dates to control which surrogate key to insert into your fact table. This will let you report on the users effective status at any point in time.
I think you need a "User Status" dimension, then you can show this against Time, with the measure being count of users.