I have 2 excel files at work where I maintain the rates of assets and the dates when the rates were issued. Another excel file has the list of assets and the dates when they were sold.
So one excel file has the following columns:
Asset------Rate------Rate_Issued_On
1. X-------1500------21-Apr-2014
2. X-------2000------28-Aug-2013
3. Z-------2200------11-Jan-2014
4. X-------3000------1-Jan-2014
The other excel file has (let's suppose):
Asset-----Sold_Date
1. X------1-Dec-2013
2. Z------12-Mar-2014
Now since the sold date of Asset X lies between 1-Jan-2014 and 28-Aug-2013 it should take the rate of 2000. If for example the sold date was 22-Apr-2014 it should take the rate as 1500. If the sold date is 27-Aug-2013 it should display a blank record. So basically the sold date should be greater than the latest Issued date and rate will correspond to that particular date.
I can easily get this working in excel but the problem is that the excel file has now become so large that it runs very slow. So I just want this incorporated in ms access. Is this possible? (I am a novice in ms access so kindly requesting you to go a little easy on me)
Thanks
Yes - a few simple queries can match up the data they way you want. If your two tables are called Rates and Sales, you could use two queries to get the results you need. The 1st query would use the Sales and Rates table to find the largest Rate_date that is less than the Sale_date, and the second query would match this back to the Rate table to get the rate on that date.
A very similar problem is described in How to use another table fields as a criteria for MS Access
Related
I am trying to create a report that displays 3 different numbers for each of my projects.
Contract Hours - Stored in projects table, 1 to 1 relationship
Worked Hours - Stored in linked table that will be updated using an external website reporting feature that will contain only data for the dates that are to be displayed in the report, one to many relationship needs to be a sum
Allocated Hours - Stored in a table in my database called allocations and contains data for all dates, one to many relationship needs to be summed.
Right now i have it set up in a way that the user has to type the data range for the report every time it is run, however the date range only actually applies to the Allocation data because the worked hours data comes filtered and the contract data is one to one.
What I would like to do is set up a query that can see the domain of the worked hours and apply it as a date criteria for the allocated hours.
I have attempted to use max and min values of the Worked hours and tried to get creative but I'm actually not even sure if this is possible because I cannot see any simple solution (although I know it should be possible and fairly simple)
Any help, suggestions, or recommendations are appreciated.
Probably get shot for posting this again but last attempt was put on hold so sorry in advance. i am very new at this so apologies if its a simple answer;
I created a table with name of purchaser, items purchased, date of purchase and cost of purchase. From that i wanted to create a report that would show each purchasers name only once with a combined total cost of all purchases.
I created a query that did just that using only the purchasers name and the total cost of their purchases. I then created the report from that query.
The report shows each name once with a total cost of purchases which was great except for the query continually adds those total purchases without the ability to select a date range and likewise the report shows the same info.
When i add the purchased date to the query/report so i can filter between 2 date ranges it then shows each name "X" amount of times with a total for each purchase made which is not what i am looking for as this ends up with a long report.
Hope this makes more sense than my last attempt at this question. I am very new at this so a simple answer would be great.
Thanks in advance
You need to get two parameters for the query, say [Start] and [End].
You need to add the date column twice so that it can be compared to [Start] AND [End]
You need to add the date column (on both occasions) with a Total "Where"; this tells access that the column has no other purpose than to impact a WHERE-constraint on the base dataset.
If you run into trouble, take the SQL below, correct all names in it, paste it into the query's SQL view, and then see what the design view looks like!
SELECT table.customer, Sum(table.price) AS sum
FROM table
WHERE (((table.date)>=[Start]) AND ((table.date)<=[End]))
GROUP BY table.customer;
I am working towards counting customer subscription ("package") changes. To do this, I am selecting all data from my package table once, every day. I am calling the daily query results "snapshots" (approx 500k rows). I then load the snapshot data into a new table. After 10 days I have a total of 5 million rows in the snapshots table (500k rows * 10 days). The majority of customers do not changes packages (65%). I need to report which customers, of the remaining 35%, are switching packages, when they are switching packages, what package changes they are making (from "package X" to "package y") and which customers are changing packages most frequently.
The query I have written uses a self-join. I am identifying the changes but my results contain duplicate rows.
This is my query:
select *
from UserPackageDump UPD1, UserPackageDump UPD2
where UPD1.user_id = UPD2.user_id
and UPD1.package_id <> UPD2.package_id
How can I change this query to yield only distinct results?
SELECT
DISTINCT *
FROM
UserPackageDump UPD1
JOIN UserPackageDump UPD2
ON UPD1.user_id = UPD2.user_id
WHERE
UPD1.package_id <> UPD2.package_id
You have many options for doing this, and I'm not sure your approach is the right one to take. Firstly to answer your specific question, you could perform a DISTINCT as per #sqlab's answer. Or you could include the date in the join, ensuring that UDP1 only matches a record in UDP2 that is one day different.
However, to come back to the approach, there should be no need to take a full copy of all the data. You have lots of other options for more efficient data storage, some of which being:
Put a "LastUpdated" datetime2 field in the database, to be populated each time the row is changed. Copy only those rows that have a LastUpdated more recent than the last time the copy was made. Assuming the only change possible to the table is to change the package_id then you will now only have rows in the table for users that have changed.
Create a UserPackageHistory table into which rows are written each time a user subscribes to a package, at the same time that UserPackage is updated. This then leaves you with much the same result as the first bullet, but in advance of running the copy job.
Then, with any one of these sets of data, to satisfy the reporting requirements you could populate a cube. Your source would be a set of rows containing user_id, old_package_id, new_package_id and date. You would create a measure group containing these measures:
Distinct count of user_id
Count of switches (basically just the row count of the source data)
This measure group could then be related to the following dimensions:
Date, so you can see when the switches are taking place
User, so you can drill down on who is switching
Switch Type, which is a dimension built from the selecting the old_package_id and new_package_id from your source data. This gives you the ability to see the popularity of particular shifts.
I have a 2 access 2007 tables with the following fields:
Table 1: Loan Release Table
ReleaseDate as Date
Maturity as Date
MemberName as Text
MemberNo as Text
Term (in months) as Number
Mode (M/Q/Semi-Monthly) as Text
LoanType as Text
LoanAmount as Currency
LoanCode as Text
Table 2: Payments Table
ReceiptNo as Text
DatePaid as Date
MemberName as Text
MemberNo as Text
LoanCode as Text
LoanReceivable as Currency
InterestPaid as Currency
I would like to ask on how to use Query to create a temporary table that will display Members that should pay on current date or a specified date base on their Term, Mode of Payment and Loan Type (Regular Loans every 30 days to pay, Special Loans every 45 days to pay) and their remaining balance.
Here's my First Attempted Query: I tried to subtract 30 days from Current Date and it obviously gave me just the transactions last month. I would like it to list all transactions including those for example Member with Regular Loan 12 month term on their 3rd monthly payment, Member with Special Loan that is due today.
I am thinking of creating another table that contains the schedule of payments of every Loan released and then go from there.
Is there another way than this? Like a Query that can be run everyday without the need for a bulky ScheduleOfPayments table?
I'm an office clerk who 'graduated' from Excel and a novice using Access at worst and I'm not afraid of VBA codes if that is necessary.
If you know of a better way of doing this, please do tell me or point me in the right direction. I'm all for learning new things and having read and learned a lot from stackoverflow before, I am sure that with your help, my question is as good as solved.
Thank you guys for reading my inquiry.
You have here two solutions:
You can write a procedure that will, when needed, calculate\generate a matrix containing payment schedule for each loan and compare it to payment done.
You can write a procedure that will, when a loan is created, generate corresponding records in a payment schedule table. further comparison will be done between the ScheduledPayment table and the Payment table.
So basically you have to manage a similar set of data, either as a calculated/on the fly matrix or as a permanent set of data kept in a table.
The second version is by very very far the most effective one. You think of it as bulky but it is exactly the opposite, and indeed what is done every time you get a loan from a bank, where your banker will let you sign the reimbursement schedule.
The table solution will allow you to make use of all querying facilities, while the calculated solution will force you to write specific procedures each time you'll want to do some data mining. Just think about a question like "What are the expected reimbursements for the month of April 2014?". Answering this question with the ScheduledPayment table will be as easy as getting a cafe out of your nespresso machine. The same answer without the ScheduledPayment table will be like having to do the whole coffee production process before getting your cup ready.
I have a T-SQL view with integer fields. I need a report on a monthly basis regarding the difference from one month to the next, i.e. so many people were engaged in a particular activity on 8am of the 1st of this month, so many the previous month, here is the difference. The numbers fluctuate all the time. I need a variance between 2 snapshots in time.
I am using the SSRS, however in reporting services I can only display the "current" situation. I could run a report at 8am of the 1st of each month and then calculate the differences manually. But how could I automate this calculation and then report on the difference?
I have tried to import data from SQL to 1 Excel spreadsheet from 1 month, then to the 2nd spreadsheet from the 2nd month. The 3rd spreadsheet calculates the difference. But how do I create a nice looking report from Excel?
Additionally I cannot send the report by email. It has to be available online.
Furthermore, each office wants their figures to be confidential and not visible to another office.
Thanx in advance.
Can you add a UserCount table that stores each office's user count for each month? It could have columns like:
id
date
user_count
office_id
You would insert a new row each month based on what the view tells you that month for each office. Then it's as simple as exporting that table to Excel and graphing it using Excel's built-in graphing tools.