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Use a Qry as a filter in a form
First I want to tell everyone thank you for all of your help on these boards.
It is a life saver. Someone mentioned in an earlier post that I could create a query to use as a filter in a form? I'm not sure how to do this? Here's what's happening: There is a data table that has new monthly data appended to it. The newly appended data could have history associated with it for example EffQtr Event CustomerID CustomerName InvoicedAmt 2008-1 New 123456 Customer A $25 2009-1 Renewal 123456 Customer A $50 New Data that gets appended EffQtr Event CustomerID CustomerName InvoicedAmt 2010-1 123456 Customer A $25 I would like to create a form that would have a filter to choose the Customers that have newly appended data and any of their historical data yo update the event and a few other fields. We have to be able to see the historical at the same time to be able to update the fields. -- Thank you in advance!!!! |
#2
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Use a Qry as a filter in a form
On Fri, 26 Mar 2010 08:35:02 -0700, daisy
wrote: First I want to tell everyone thank you for all of your help on these boards. It is a life saver. Someone mentioned in an earlier post that I could create a query to use as a filter in a form? I'm not sure how to do this? Here's what's happening: There is a data table that has new monthly data appended to it. The newly appended data could have history associated with it for example EffQtr Event CustomerID CustomerName InvoicedAmt 2008-1 New 123456 Customer A $25 2009-1 Renewal 123456 Customer A $50 New Data that gets appended EffQtr Event CustomerID CustomerName InvoicedAmt 2010-1 123456 Customer A $25 I would like to create a form that would have a filter to choose the Customers that have newly appended data and any of their historical data yo update the event and a few other fields. We have to be able to see the historical at the same time to be able to update the fields. It's not so much using a "query as a filter" as "basing the form on a query". Are these two different tables? or are you importing directly into the table? What exactly do you want to do: append the new record? Alter existing records? Allow the user to see the old and the new data in conjunction so they can manually edit it? or what? -- John W. Vinson [MVP] |
#3
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Use a Qry as a filter in a form
I'd like to append the data into one data table and then be able to make
edits based on all of the data associated with that particular customer. So I need the query to be able to pull history data with the new data but only for those customers coming in that month -- Thank you in advance!!!! "John W. Vinson" wrote: On Fri, 26 Mar 2010 08:35:02 -0700, daisy wrote: First I want to tell everyone thank you for all of your help on these boards. It is a life saver. Someone mentioned in an earlier post that I could create a query to use as a filter in a form? I'm not sure how to do this? Here's what's happening: There is a data table that has new monthly data appended to it. The newly appended data could have history associated with it for example EffQtr Event CustomerID CustomerName InvoicedAmt 2008-1 New 123456 Customer A $25 2009-1 Renewal 123456 Customer A $50 New Data that gets appended EffQtr Event CustomerID CustomerName InvoicedAmt 2010-1 123456 Customer A $25 I would like to create a form that would have a filter to choose the Customers that have newly appended data and any of their historical data yo update the event and a few other fields. We have to be able to see the historical at the same time to be able to update the fields. It's not so much using a "query as a filter" as "basing the form on a query". Are these two different tables? or are you importing directly into the table? What exactly do you want to do: append the new record? Alter existing records? Allow the user to see the old and the new data in conjunction so they can manually edit it? or what? -- John W. Vinson [MVP] . |
#4
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Use a Qry as a filter in a form
On Fri, 26 Mar 2010 13:28:01 -0700, daisy
wrote: I'd like to append the data into one data table and then be able to make edits based on all of the data associated with that particular customer. So I need the query to be able to pull history data with the new data but only for those customers coming in that month Then you'll need to record somewhere in the table when the customers "come". I don't see anything in your data that would distinguish new records from old ones, and Access certainly doesn't keep track. You could include a DateAdded field, default value Date() (or if you want to record the exact time, Now()), and run an Append query appending to the other fields from your external source. You could then use this field with a criterion of = DateSerial(Year(Date()), Month(Date()), 1) to find all data added this month; you could even have a form based on this query, with a subform (linked on customerID) based on a query selecting data older than that. -- John W. Vinson [MVP] |
#5
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Use a Qry as a filter in a form
thank you how would the form pull in data associated with it that is older
than the current data? -- Thank you in advance!!!! "John W. Vinson" wrote: On Fri, 26 Mar 2010 13:28:01 -0700, daisy wrote: I'd like to append the data into one data table and then be able to make edits based on all of the data associated with that particular customer. So I need the query to be able to pull history data with the new data but only for those customers coming in that month Then you'll need to record somewhere in the table when the customers "come". I don't see anything in your data that would distinguish new records from old ones, and Access certainly doesn't keep track. You could include a DateAdded field, default value Date() (or if you want to record the exact time, Now()), and run an Append query appending to the other fields from your external source. You could then use this field with a criterion of = DateSerial(Year(Date()), Month(Date()), 1) to find all data added this month; you could even have a form based on this query, with a subform (linked on customerID) based on a query selecting data older than that. -- John W. Vinson [MVP] . |
#6
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Use a Qry as a filter in a form
On Tue, 30 Mar 2010 14:58:01 -0700, daisy
wrote: thank you how would the form pull in data associated with it that is older than the current data? By using appropriate criteria. Since I know nothing about your "current data", nor the structure of your table, nor exactly what you're looking for it's a bit hard to give a specific answer! For data with a datefield prior to today's date, you can use Date() on the criteria line. -- John W. Vinson [MVP] |
#7
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Use a Qry as a filter in a form
Hi John, Maybe this will help. I'm not sure how to build this form with
criteria before the month I've just added? Here's my table structure EffQtr EffYear OrigDt Region CustomerID CustomerName DealStDt DealEndDt Event InvoiceAmt ListAmt LocalAmt AnnualFees AddedDt -- Thank you in advance!!!! "John W. Vinson" wrote: On Tue, 30 Mar 2010 14:58:01 -0700, daisy wrote: thank you how would the form pull in data associated with it that is older than the current data? By using appropriate criteria. Since I know nothing about your "current data", nor the structure of your table, nor exactly what you're looking for it's a bit hard to give a specific answer! For data with a datefield prior to today's date, you can use Date() on the criteria line. -- John W. Vinson [MVP] . |
#8
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Use a Qry as a filter in a form
On Wed, 31 Mar 2010 08:09:01 -0700, daisy
wrote: Hi John, Maybe this will help. I'm not sure how to build this form with criteria before the month I've just added? Here's my table structure EffQtr EffYear OrigDt Region CustomerID CustomerName DealStDt DealEndDt Event InvoiceAmt ListAmt LocalAmt AnnualFees AddedDt Looks like you have a lot of date or date-related fields: EffQtr, EffYr, OrigDt, DealStDt, DealEndDt, AddedDt. Which of these do you want to use as a criterion - AddedDt? And what do you mean by "build the form with criteria before the month"???? Example please! -- John W. Vinson [MVP] |
#9
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Use a Qry as a filter in a form
Hi John, thank you for responding. I would like to create a filter for new
records coming in based on AddedDt and then I would like to somehow link all data associated with the CustomerID & CustomerName to pull thru as well? Example: AddedDt = 2010-03 EffQtr CustomerID CustomerName Event InvoiceAmt AnnualFees 2010-2 124 Customer A Renewal 2 $1200 $1200 Historical data Example: AddedDt = 2010-03 EffQtr CustomerID CustomerName Event InvoiceAmt AnnualFees 2008-1 124 Customer A New $1200 $1200 2009-1 124 Customer A Renewal $xxx $xxxx -- Thank you in advance!!!! "John W. Vinson" wrote: On Wed, 31 Mar 2010 08:09:01 -0700, daisy wrote: Hi John, Maybe this will help. I'm not sure how to build this form with criteria before the month I've just added? Here's my table structure EffQtr EffYear OrigDt Region CustomerID CustomerName DealStDt DealEndDt Event InvoiceAmt ListAmt LocalAmt AnnualFees AddedDt Looks like you have a lot of date or date-related fields: EffQtr, EffYr, OrigDt, DealStDt, DealEndDt, AddedDt. Which of these do you want to use as a criterion - AddedDt? And what do you mean by "build the form with criteria before the month"???? Example please! -- John W. Vinson [MVP] . |
#10
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Use a Qry as a filter in a form
On Fri, 2 Apr 2010 17:53:01 -0700, daisy
wrote: Hi John, thank you for responding. I would like to create a filter for new records coming in based on AddedDt Put a criterion on AddedDt of DateSerial(Year(Date()), Month(Date()), 1) and it will pull all records with an AddedDt prior to the first day of the current month. and then I would like to somehow link all data associated with the CustomerID & CustomerName to pull thru as well? Create a Query. Add this table (whatever it is) and the customer table, joined by CustomerID. Pull the Event, EffQtr, InvoiceAmt and so on from this table, and the CustomerName and any other desired fields from the Customer table. Get to know queries. They are *absolutely basic* to any constructive use of Access, and they're the very basis of relational database design! -- John W. Vinson [MVP] |
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