I'm new to Access and I'm trying to develop my own Inventory Management Database.
I'm trying to make a query that could display a running total of the Inventory on Hand as of a specific date. This is how my table looks:
It's sorted according to ITEM_ID then TRANDATE in ascending order. I'd like to add a calculated field beside the NET field that would show a running total of the specific ITEM_ID after a specific date. Negative numbers in the NET field represent a sale while the positive ones represent a purchase. I tried using the DSUM function as it is widely recommended in creating a running sum field. My expression is this
DSum([NET],"InvtyTransT", "[ITEM_ID]=" & [ITEM_ID] And "[TRANDATE]<=#" & [TRANDATE] & "#"). But it only shows the total of the NET field (6827) in each record like this:
What I needed is like this:
(I used an IF function in excel to compute this)
Please help. I think I might have missed something in my expression. I've tried revising it several times and it would always give me the same wrong answer in every record.
Thanks in advance.
Try correlated sub-query.
SELECT t.*, (SELECT SUM(t2.NET)
from InvtyTransT as t2
WHERE (t2.TRANDATE <= t.TRANDATE AND t2.ITEM_ID = t.ITEM_ID)
) AS rSUM
FROM InvtyTransT AS t;
I got one question for SQL query (sql server) for which I am very confused what they want to me display in the first place. This is one exam question, so I do not believe it's a mistake and unfortunately I cannot ask for clarification.
Question:
"Write a query that has the following columns:
Transaction ID, Stock type.
Group the rows according to the portfolio."
My current query will be:
select p.prfid 'Portfolio', t.trdnbr 'Transaction ID', s.instype 'Stock Type'
from transaction t, stock s, portfolio p
where t.insaddr = s.insaddr
and t.prfnbr = p.prfnbr
One portfolio can have multiple transactions, but I am confused because they are not looking for number of transactions per portfolio (in which way "group by" will have total sense), so I am not sure in which way I should group them (except of simple sorting).
Also I was wondered if they expected me to write portfolio name in the where clause in order to group similar transactions... I don't know I am very confused.
Please help at least in which way you think they want me to present the result.
My current sample output for better view of data (it DOES NOT mean it should look like that))
Portfolio Transaction ID Stock Type
Cash 1001 Deposit
Cash 1002 Currency
Crypto 1003 Stock
Thanks
I'm looking to perform a sum calculation on a SQL table to find the quantity of a particular stock item held against a particular salesperson up to and including a specific date.
I'm able to perform the sum function to find the quantities on a Salesperson/item basis whenever I do not factor in the date range criteria, but as soon as i add that aspect, it all goes a bit pear shaped! Here is my code so far:
SELECT Salesperson, Item No, Sum(Quantity) AS 'Quantity'
FROM dbo
WHERE (Location Code='VAN')
GROUP BY Salesperson, Item No,
HAVING (Registering Date<={ts '2017-05-03 00:00:00'})
The location code = VAN filter is required to ensure it ignores Warehouse quantities.My SQL knowledge is limited to the few instances I run into it at work and my interaction is largely based through Microsoft Query in Excel. When looking at the above code, i figured that the 'Registering date' criteria should be in the 'WHERE' section, however when i add the criteria using the options available in Microsoft Query, it creates the 'HAVING' line.
If anyone could provide any pointers, it would be much appreciated!
Cheers
Peter
I would imagine a query like this:
SELECT Salesperson, [Item No], Sum(Quantity) AS Quantity
--------------------^ escape the non-standard column name
FROM dbo.??
---------^ table name goes here
WHERE Location Code = 'VAN' AND
[Registering Date] <= '2017-05-03'
------^ put the filtering condition in the correct clause
GROUP BY Salesperson, Item No
-----------------------------^ remove the comma
Your code, as written, has multiple errors. I am guessing that most are transcription errors rather than in the original query (queries don't run if no table is given in the FROM for instance). The "major" error would then be filtering in the HAVING clause rather than the WHERE clause.
I have a database in which there are 13 different products, sold in 6 different countries.
Prices increase once a year.
Prices need to be calculated using a linear interpolation method. I have 21 different price and quantity increments for each product for each country for each year.
The user needs to be able to see how much an order would cost for any given value (as you would expect).
What the database needs to do (in English!) is to:
If there is a matching quantity from TblOrderDetail in the TblPrices,
use the price for the current product, country and year
if there isn't a matching quantity but the quantity required is greater than 1000 for one product (GT) and greater than 100 for every other product:
Find the highest quantity for the product, country and year (so, 1000 or 100, depending on the product), and calculate a pro-rated price. eg. If someone wanted 1500 of product GT for the UK for 2015, we'd look at the price for 1000 GT in the UK for 2015 and multiply it by 1.5. If 1800 were required, we'd multiply it by 1.8. I haven't been able to get this working yet as I'm looking at it alongside the formula for the next possibility...
If there isn't a matching quantity and the quantity required is less than 1000 for the product GT but 100 for the other products (this is the norm)...
Find the quantity and price for the increment directly below the quantity required by the user for the required product, country and year (let's call these quantitybelow and pricebelow)
Find the quantity and price for the increment directly above the quantity required by the user for the required product, country and year (let's call these quantityabove and priceabove)
Calculate the price for the required number of products for an account holder in a particular country for a given year using this formula.
ActualPrice: PriceBelow + ((PriceAbove - PriceBelow) * (The quantity required in the order detail - QuantityBelow) / (QuantityAbove - QuantityBelow))
I have spent days on this and have sought advice about this before but I am still getting very stuck.
The tables I've been working with to try and make this work are as follows:
TblAccount (primary key is AccountID, it also has a Country field which joins to the TblCountry.Code (primary key)
TblOrders (primary key is Order ID) which joins to TblAccount via the AccountID field; TblOrderDetail via the OrderID. This table also holds the OrderDate and Recipient ID which links to a person in TblContact - I don't need that here but will need it later to generate an invoice
TblOrderDetail (primary key is DetailID) which joins to TblOrders via OrderID field; TblProducts via ProductID field, and holds the Quantity required as well as the product
TblProducts (primary key is ProductCode) which as well as joining to TblOrderDetail, also joins to TblPrice via the Product field
TblPrices links to the TblProducts (as you have just read). I've also created an Alias for the TblCountry (CountryAliasForProductCode) so I can link it to the TblPrices to show the country link. I'm not sure if I needed to do this - it doesn't work if I do or I don't do it, so I seek guidance again here.
This is the code I've been trying to use (and failing) to get my price and quantity steps above and I hope to replicate it, making a couple of tweaks to get the steps below:
SELECT MIN(TblPrices.stepquantity) AS QuantityAbove, MIN(TblPrices.StepPrice) AS PriceAbove, TblOrders.OrderID, TblOrders.OldOrderID, TblOrders.AccountID, TblOrders.OrderDate, TblOrders.RecipientID, TblOrders.OrderStatus, TblOrderDetail.DetailID, TblOrderDetail.Product, TblOrderDetail.Quantity
FROM (TblCountry INNER JOIN ((TblAccount INNER JOIN TblOrders ON TblAccount.AccountID = TblOrders.AccountID) INNER JOIN (TblOrderDetail INNER JOIN TblProducts ON TblOrderDetail.Product = TblProducts.ProductCode) ON TblOrders.OrderID = TblOrderDetail.OrderID) ON TblCountry.Code = TblAccount.Country) INNER JOIN (TblCountry AS CountryAliasForProduct INNER JOIN TblPrices ON CountryAliasForProduct.Code = TblPrices.CountryCode) ON TblProducts.ProductCode = TblPrices.Product
WHERE (StepQuantity >= TblOrderDetails.Quantity)
AND (TblPrices.CountryCode = TblAccount.Country)
AND (TblOrderDetail.Product = TblPrices.Product)
AND (DATEPART('yyyy', TblPrices.DateEffective) = DATEPART('yyyy', TblOrders.OrderDate));
I've also tried...
I've even tried going back to basics and trying again to generate the steps below in 1 query, then try the steps above in another and finally, create the final calculation in another query.
This is what I have been trying to get my prices and quantities below:
SELECT Max(StepQuantity) AS quantity_below, Max(StepPrice) AS price_below, TblOrderDetails.Quantity, TblAccounts.Country
FROM
(TblProducts INNER JOIN TblPrices ON TblProducts.ProductCode = TblPrices.Product)
(TblOrderDetail INNER JOIN TblProducts ON TblOrderDetail.Product = TblProducts.ProductCode)
(TblOrders INNER JOIN TblOrderDetail ON TblOrders.OrderID = TblOrderDetail.OrderID)
(TblAccount INNER JOIN TblOrders ON TblAccount.AccountID = TblOrders.AccountID),
WHERE (((TblPrices.StepQuantity)<=(TblOrderDetail.Quantity)) AND ((TblPrices.CountryCode)=([TblAccounts].[country])) AND ((TblPrices.Product)=([TblOrderDetail].[product])) AND ((DatePart('yyyy',[TblPrices].[DateApplicable]))=(DatePart('yyyy',[TblOrders].[OrderDate]))));
You may be able to see glaring errors in this but I'm afraid I can't. I've tried re-jigging it and I'm getting nowhere.
I need to be able to tie the information in to the OrderDetail records as the price generated will need to be added to a financial transactions table as a debit amount and will show as an amount owing on statements.
I'm really not very good at SQL. I've read and worked though several self-study books and I have asked part of this question before; but I really am struggling with it. If anyone has any ideas on how to proceed, or even where I've gone wrong with my code, I'd be delighted, even if you tell me I shouldn't be using SQL. For the record, I originally posted this question on a different forum under Visual Basic. Responses from that forum brought me to SQL - however, anything that works would be good!
I've even tried, using Excel, concatenating the Year&Product&Country&Quantity to get a unique product code, interpolating the prices for every quantity between 1 and 1000 for each product, country and year and bringing them into a TblProductsAndPrices table. In Access, I created a query to concatenate the Year(of order date from tblOrders)&Product(of tblorderdetails)&Country(of tblAccount) in order to get the required product code for the order. Another query would find a price for me. However, any product code that doesn't appear on the list (such as where a quantity isn't listed in the tblProductsAndPrices as it is larger than the highest price increment) doesn't have a price.
If there was a workable solution to what I've just described that would generate a price for everything, then I'd be so pleased.
I'd really like to be able to generate an order for any quantity of any product for any account based in any country on any date and retrieve a price which will be used to "debit" a financial account in the database, who in a transaction history for an account and appear on statements. I'd also like to be able to do an ad-hoc price check on the spot.
Thank you very much for taking the time to read this. I really appreciate it. If you could offer any help or words of encouragement, I'd be very grateful.
Many thanks
Karen
Maybe no one thinks on an easy solution to the problem, since not all minds work in database thinking.
Easy solution: Create one view that gives all calculated values, not only the final one you need, each one as a column. Then you can use such view in a relation view and use on some rows one of the values and on other rows other values, etc.
How to think is simple, think in reverse order, instead of thinking "if that then I need to calculate such else I need this other", think as "I need "such" and I need "this other", both are columns of an intermediate view, then think on top level "if" that would be another view, such view will select the correct value ignoring the rest.
Never ever try to solve all in one step, that can be a really big headache.
Pros: You can isolate calculated values (needed or not), sql is much more easy to write and maintain.
Cons: Resources use is bigger than minimal, but most of times that extra calculated values does not represent a really big impact.
In terms of tutorial out there: Instead of a Top-Down method, use a Down-Top method.
Sometimes it is better (with your example) to calculate all three values (you write sentences on bold) ignoring the if part, and have all three possible values for your order and after that discard the ones not wanted, than trying to only calculate one.
Trying to calculate only one is thinking as a procedural programming, when working with databases most times one must get rid of such thinking and think as reverse, first do the most internal part of such procedural programming to have all data collected, then do the external selection of the procedural programing.
Note: If one of the values can not be calculated, just generate a Null.
I know it is hard to think on First in, last out (Down-Top) model, but it is great for things as the one you want.
Step1 (on specific view, or a join from one view per calculation):
Calculate column 1 as price for the current product, country and
year
Calculate column 2 as calculate a pro-rated price as if 1000
Calculate column 3 as calculate a pro-rated price as if 100
Calculate column 4 as etc
Calculate column N as etc
Step 2 (Another view, the one you want):
Calculate the if part, so you can choose adequate column from previous view (you can use immediately if or a calculated auxiliary field).
Hope you can follow theese way of thinking, I have solved a lot of things like that one (and more complex) thinking in that way, but it is not easy to think as that, needs an extra effort.
I'll be upfront, this is a homework question, but I've been stuck on this one for hours and I just was looking for a push in the right direction. First I'll give you the relations and the hw question for background, then I'll explain my question:
Branch (BookCode, BranchNum, OnHand)
HW problem: List the BranchNum for all branches that have at least one book that has at least 10 copies on hand.
My question: I understand that I must take the SUM(OnHand) grouped by BookCode, but how do I then take that and group it by BranchNum? This is logically what I come up with and various versions:
select distinct BranchNum
from Inventory
where sum(OnHand) >= 10
group by BookCode;
but I keep getting an error that says "Invalid use of group function."
Could someone please explain what is wrong here?
UPDATE:
I understand now, I had to use the HAVING statement, the basic form is this:
select distinct (what you want to display)
from (table)
group by
having
Try this one.
SELECT BranchNum
FROM Inventory
GROUP BY BranchNum
HAVING SUM(OnHand) >= 10
You can also find Group By Clause with example here.
Although all comments in the question seem to be valid and add information they all seem to be missing why your query is not working. The reason is simple and is strictly related by the state/phase at which the sum is calculated.
The where clause is the first thing that will get executed. This means it will filter all rows at the beginning. Then the group by will come in effect and will merge all rows that are not specified in the clause and apply the aggregated functions (if any).
So if you try to add an aggregated function to the where clause you're trying to aggregate before data is being grouped by and even filtered. The having clause gets executed after the group by and allows you to filter the aggregated functions, as they have already been calculated.
That's why you can write HAVING SUM(OnHand) >= 10 and you can't write WHERE SUM(OnHand) >= 10.
Hope this helps!