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Old March 20th, 2008, 11:11 PM posted to microsoft.public.access.tablesdbdesign
Evi
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Posts: 898
Default Membership database updates

To supply a missing field, in the Append query add a column into which you
can type

MemberRemoved:True
(if Member Removed is a tick field which you want to set to Ticked)
or (for example)
MemberRemoved:27/04/07
if it's a date field and you want to put the date when they were removed (a
better idea than a tick field). If you haven't been given an actual date
then you can use the date when you received your new list or the Date
indicated by the table name in your Append Query if you are appending past
records.

That will add your data from your old tables.

When you get your new data, you will use your Find Unmatched query to see
who isn't there, add your MemberRemoved field from your main table to the
grid, check you have the correct data, change the query to an UpdateQuery,
untick the fields you don't want to update but keep them in the query grid
if they are filtering something and put the date you desire in the Update
To line

Dates have to be surrounded by # and have the format month slash day slash
year in full
eg
#07/25/2008#

Having done that, you can now append your new members. Because your
MemberRemoved field is left blank, you don't need to do anything about that.

As you correctly say, you can now use filtered queries to show old and new
members.

There is only one thing you may need to consider which will make the whole
thing more tricky. (but still do-able). I'm still wondering what the
thinking was behind having the different tables in the first place.

Do you have to keep a record of when members were removed and re-added? If
yes then we will need to change the structure of your database. As it is
currently, if a member was removed in 1997 and re-added this year but then
removed, you will have no way of knowing that he was a member in 1996.

Of course, if this doesn't matter, then all is well but if it is necessary
then you will need to add another table to your database where a member is
added and removed more than once so that you can see each time he was in the
club. (Yes, Old Howard has been with us for 35 years now - although he only
actually paid for 2 of those years!)

You will still need your members table, which will contain each member only
once and will have the date he originally joined the club but the members
Table will be added to this second table by MemberNumber field.
The new table could have an Autonumber Primary Key field. It will have
MemberNumber and your Members table will be linked to it via this.

.. So all members will be appended when they first subscribe but if they
lapse and are suspended, the date of their suspension will be recorded in
this new table and if they are re-instated they will be added again with the
new date of their re-instatement

Just something to ruin your sleep....

Any comments on this, Fred? You are the membership db expert. I'm assuming
that poor Pennington won't be able to insist on the updates that will make
his job easier. He may even be knocking his head against my pet hate 'We've
always done it this way!'
Evi



"Pennington" wrote in message
...
Many thanks, this is most helpful.

Yes you are correct the Reports do have a source record but the Charts do
not even though the query on which they are based still exists.

The reason I was renaming tables is that I built the database using the

Dec
07 members list I received. I received an update in Feb 08 and created a

new
table. Although I could easily establish who the new members were from the
DateJoined field I used the "Unmatched Query Wizard" to find the members

that
were not in the list as there is no MembersRemoved field in the lists I am
sent (I have asked for this data but as yet I am not being sent it)

Now I have gone back to the first table I created and have created a new
query as you suggested and presumably I simply produce another copy with
different criteria depending on whether I want a list of new members or a
list of ex-members.

Now, how do I import the updated lists for Feb and Mar as there is no
MemberRemoved field? Even if I create such a field before I import it, it
will be blank. If I import the data into the existing table I won't know

if
any members have been removed from the later list

"Evi" wrote:

The reason your report's record source is blank is beccause the table on
which they were based no longer exists. If you click next to

RecordSource
you can then choose a different table or query from the list on which to
base your report. When you stop renaming your tables, this will no

longer
happen.
If you don't have to remove non-current members then it is even easier -

no
need for an archive table.

You definitely *don't* need a different field for current members, just
filter using your DateRemoved field or even a tickbox Yes/No field if

you
need also need some other way to indicate someone has left.
Your unique membership number will ensure that you don't accidentally

add
member twice.
I really don't understand why you have been renaming tables. Is it

because
you need to look back to who was your member on any one year? I can see

why
that could be tricky if a member is suspended and then re-instated but

there
will be a way of doing that if it is needed.

You will create a query based on your members table. It can have all the
same fields if you wish. You could call it QryCurrentMembers
In the criteria line under Date Removed, type
Is Null

(for past members your criteria will be Is Not Null)

In Design View of your report, click next to Record Source and choose

this
query instead of your Table.

Which are the queries you are unsure about creating? We can 'talk' you
through them if we know what you don't already know.

Evi









"Pennington" wrote in message
...
Yes you are correct. Each member does have a unique membership number

which I
make the primary key. There is also a field Date Joined but

unfortunately
the
new list I receive has new members but not suspended members who may

return
or those who have resigned.

From your explanation I think it is what I am seeking but I am not

sure I
understand it completely. Could your solution mean I have one list of

members
with a field for indicating "Date Removed" so that after importing the
updated list into a new table I run a query that adds new members to

the
members table and for members not found in the update it adds the

current
month/year in the Date Removed field. Some of those members that do

not
appear in an updated list may simply be suspended because they have

not
paid
and are reinstated once they have paid up to date so I need to keep

their
details on record.

I don't think I need to archive the data as we have only 1300 members

in
the
branch and we don't expect it to go beyond 10,000.

In a Report that I have created using the wizard the record source

field
is
blank and when I have added a different source record from the one on

which
it was created I find it does not work. Why is this?

I do need help writing these queries as I am not an expert in Access,

just
a
guy who volunteered to do the job as I have some experience in using

it.

"Evi" wrote:

I'm guessing that when you receive your list, you don't know if the

members
in your current table are also in the new list.
If you do have a way of identifying members (other than name and

Date of
birth, which is never 100% reliable) like a unique membership

number, we
can
help you to make a query which sets a CurrentMember tickbox to True

if
the
member appears in your new list and all the other members in your

Current
Table to False.
If you need to Archive your old records (because there are loads of

names),
you can use an Append query to add all the 'False member's to an

archive
table which will have a Year field so that you know which year they

were
members. The False members will be deleted from your main table

using a
simple delete query.
The Archive Table is created by copy/pasting your current table

(without
the
data).
Add a Year field to both tables to contain the year number.

This method means that you have the option to retrieve a member from

the
Archive table and append him back if you still want his data and

even
use a
Union Query to unite the Archive and normal table so that you can

view
eg a
membership history of your charity.

You can now use your table without any name changes for reports and

queries.
You can also copy and pasted of some of your reports and queries,

changing
their name to eg QryArchiveMembers, RptArchivePayments adjusting the

table
in the query grid to your Archive table and adjusting the Record

Source
of
the reports to point to these 'Archive' queries

The only alteration you will need to do to reports is to add a Year

field
and group them by that.
Evi



"Pennington" wrote in message
...
I have created a membership database for our local branch of a

charity
and
designed various queries and reports to analyze particular trends.

The
source
table I called Members Jan 08 but I receive updates every quarter

and
when
I
import the new membership list naming it Members Mar 08 and change
references
to Jan 08 to Mar 08 in the queries and reports several of them

fail to
work.
I have had to recreate the queries and reports all over again.

I don't want to have to do this every quarter so is there an

easier
way of
doing this like running a find/replace query?