Migrating MS Access SQL and VBA functionality into Power App connected to data on Dataverse - ms-access

After transferring a majority of my MS Access tables into Dataverse, I'm looking to transport this query as a DataSource for a Power Apps search box:
SELECT tblGCPC_ALL.ID, tblGCPC_ALL.DocumentNumber, tblGCPC_ALL.PONum AS [PO#], tblGCPC_ALL.Description, Nz([tbl_Vendors].[Vendor],"Pending") AS Vendor, tblGCPC_ALL.[J-Staff], tblGCPC_ALL.RemoteID, tblGCPC_ALL.Status, Nz([DateReceived],"Pending") AS Received, Nz([tblGCPC_ALL].[Receiver],"Pending") AS Receiver, tblGCPC_ALL.AssignedBuyer, IIf([Discrepancy]=0,"N","Y") AS Discr, Nz([tblGCPC_ALL].[REQ_ID],"N/A") AS REQ_ID, Mid([tblgcpc_all].[DocumentNumber],7,9) AS Expr1
FROM (tblGCPC_ALL LEFT JOIN q_VHUB_ALL ON tblGCPC_ALL.DocumentNumber = q_VHUB_ALL.VendorHolderID) LEFT JOIN tbl_Vendors ON q_VHUB_ALL.VendorID = tbl_Vendors.[Vendor ID]
WHERE (((tblGCPC_ALL.DocumentNumber) Is Not Null))
ORDER BY Mid([tblgcpc_all].[DocumentNumber],7,9) DESC;
The search box would only be about 1.5" long, but the dropdown datagrid that the query produces would produce a grid that is about 7" or more, wide.
Additionally, when the user searches in the box, the grid should grow or shrink depending on any qualified match of each column in the grid. Here is a sample of my KeyUp event in VBA for the search box:
Private Sub cboGCPC_Search_KeyUp(KeyCode As Integer, Shift As Integer)
Dim strSQL As String
strSQL = "SELECT * " _
& "FROM SRCH_GCPC " _
& "WHERE [DocumentNumber] Like '*" & Me.cboGCPC_Search.text & "*' OR [PO#] Like '*" & Me.cboGCPC_Search.text & "*' OR [Description] Like '*" & Me.cboGCPC_Search.text & "*' OR [Vendor] Like '*" & Me.cboGCPC_Search.text & "*' OR [Status] Like '*" & Me.cboGCPC_Search.text & "*' OR [Received] Like '*" & Me.cboGCPC_Search.text & "*' OR [Receiver] Like '*" & Me.cboGCPC_Search.text & "*' OR [J-Staff] Like '*" & Me.cboGCPC_Search.text & "*' OR [AssignedBuyer] Like '*" & Me.cboGCPC_Search.text & "*' OR [REQ_ID] Like '*" & Me.cboGCPC_Search.text & "*';"
Select Case KeyCode
Case 38, 40
KeyCode = 0
Case 1, 9, 13
Exit Sub
Case Else
Me.cboGCPC_Search.RowSource = strSQL
Me.cboGCPC_Search.Dropdown
End Select
End Sub
MS Access also allows either showing or hiding the column headers as well as AutoExpand. I'm sure this should also be available in PowerFX
Because this a typical convention of something complex in MS Access and VBA, I feel that mimicking this exact type of functionality into a Power App would serve as template that covers a lot of questions for my migration.

To replicate the functionality of your MS Access search box and dropdown datagrid in Power Apps, you can use a gallery control to display the search results and a text input control for the user to enter search terms.
Here are the general steps to achieve this:
1.Create a gallery control and set its Items property to a formula that retrieves data from Dataverse using the same SQL query as your MS Access search box. You can use the Filter function to filter the results based on the user's search terms. For example, if the user enters "ABC" in the search box, the formula would look like this:
Filter('GCPC ALL', StartsWith(DocumentNumber, "ABC") Or
StartsWith(PONum, "ABC") Or StartsWith(Description, "ABC") Or
StartsWith(Vendor, "ABC") Or StartsWith(Status, "ABC") Or
StartsWith(Received, "ABC") Or StartsWith(Receiver, "ABC") Or
StartsWith([J-Staff], "ABC") Or StartsWith(AssignedBuyer, "ABC") Or
StartsWith(REQ_ID, "ABC"))
Note that you should replace 'GCPC ALL' with the actual name of your Dataverse table.
2.Add text input control and set its OnChange property to a formula that updates the gallery's Items property based on the user's input. For example, if the text input control is named SearchBox, the formula would look like this:
ClearCollect(SearchResults, Filter('GCPC ALL',
StartsWith(DocumentNumber, SearchBox.Text) Or StartsWith(PONum,
SearchBox.Text) Or StartsWith(Description, SearchBox.Text) Or
StartsWith(Vendor, SearchBox.Text) Or StartsWith(Status,
SearchBox.Text) Or StartsWith(Received, SearchBox.Text) Or
StartsWith(Receiver, SearchBox.Text) Or StartsWith([J-Staff],
SearchBox.Text) Or StartsWith(AssignedBuyer, SearchBox.Text) Or
StartsWith(REQ_ID, SearchBox.Text)))
Note that you should replace SearchResults with the name of a collection that will store the search results.
3.Customize the gallery control's layout to match the appearance of your MS Access dropdown datagrid. You can use the same techniques as in MS Access to show or hide column headers and enable auto-expansion of columns.
4.Add any additional functionality you need, such as sorting the results by a specific column or adding pagination.
By following these steps, you should be able to replicate the functionality of your MS Access search box and dropdown datagrid in Power Apps, while leveraging the power of Dataverse as your data source.

The best approach to migrate this functionality into Power Apps is to utilize the Filter and Search functions. To do this, you will need to create a data source that combines the tables you have previously imported into Dataverse. You can then create a search box and use the Filter function to narrow down the results based on what the user is typing in the search box.
You can also add the ability to show or hide column headers and AutoExpand as you mentioned. To do this, you will use the Visible and Expand/Collapse properties in the Power Apps UI.
Finally, you can use the OnChange event of the search box to set the Filter for the data source of the search results. This way, when a user types something in the search box, the results will be updated accordingly.

Related

Access VBA Keyword Search Function on multiple fields

I currently have a simple Access database with forms for the users to fill out based off a queried table.
My goal is to use a search box that can filter results based off a keyword multiple times. My existing code works great for a single search on 1 field. I want to be able to drill down off the first search by searching off another field. After I select my field from combo box and search keyword, my results are displayed. Once I pick another field from the same box and search, the results do not include my 1st filter.
On the form, I already have a combo box with a list of all the fields to choose from. Then next to that is a text box for the user to search off the chosen field list. I have correct VBA code to search off a single field, but I'd like to drill down from there. Basically, I want the ability to search a keyword on a selected field, and then be able to filter those results further by using the same search box again.
Example: On form, select "borrower" from drop down list and type "Smith" in search box, click search button. THEN I'd like to choose another field such as "Issue Category" from the same drop down list and type "late payment", then click search button. Thus, giving me all records containing the borrower Smith where issues exist of late payments.
I've been spending days on this and finally broke down to come here. I need to know what code I'm needing to add that would accomplish my goal of multiple searches without filter resetting. I am hoping you can help. Here is my code (Text35 is the text box and searchlist is the combobox list of field names):
Private Sub Search_Click()
Dim strSearchValue As String
strSearchValue = Me.Text35.Value
Select Case Me.searchlist.Value
Case "Date"
Me.Filter = "[Date] = #" & strSearchValue & "# "
Case "Account number"
Me.Filter = "[Account number] = #' & strSearchValue & '# "
Case "Borrower"
Me.Filter = "[Borrower] LIKE '*" & (Replace(strSearchValue, "'", "''")) & "*'"
Case "Issue Category"
Me.Filter = "[Issue Category] LIKE '*" & (Replace(strSearchValue, "'", "''")) & "*'"
End Select
Me.FilterOn = True
End Sub
I think you would use the OR keyword instead of &

Creating an Interactive Multi Field Search Bar in MS-ACCESS

I know this is probably a simple thing I'm missing, but I'm hoping you all can help. I'm trying to add a textbox to my form that allows users to type in search criteria and have the query filter the records to only display those that qualify. The trick is I want the user to be able to type in info and have it check all the fields of the form and return records for any that are valid.
I set up a query with the fields that I want checked and I watched a few tutorials on setting criteria, but they are all working with multiple search bars. Is there a way to do it with only 1?
Like "*" Or [Forms]![Publications Page]![FilterBox] OR "*"
This is the criteria expression I wrote. It returns records just not the ones I want and doesn't seem to change after I change what is in [FilterBox]. I have 4 fields I'm running this same criteria on. All thoughts and suggestions are greatly appreciated!
Thanks!
The resulting criteria should be something like
[LastName] Like '*searchtext*' Or [FirstName] Like '*searchtext*' Or ...
So, you would have to set up a single criteria like this
Dim crit As String
crit = " Like '*" & Replace(Me!FilterBox, "'", "''") & "*' "
where the replace statement replces single (') by 2. This enables the user to enter an apostrophe in the search box.
Now you must create the whole criteria
crit = "[Field1]" & crit & "Or [Field2]" & crit & "Or [Field3]" & crit & "Or [Field4]" & crit

Access search form - search a delimited string

I have created a simple search form with the ability to search for an individual Box reference number. The output is a report with the box number (or list of box numbers when the search returns multiple matches). For example searching for ABC111, returns a report like:
Box Description
ABC1110 Stuff
ABC1114 More stuff
ABC1119 Even more stuff
I use the following Criteria in my Search_Query
Like "*" & [forms]![Search_form]![Boxref] & "*"
But my customer wants to paste a list of boxes in the BOX Ref field like:
ABC1110, ADF1234, AGT2112
...and have the report display like this:
Box Description
ABC1110 Stuff
ADF1234 Cool stuff
AGT2112 More cool stuff
What criteria command do I need to write to achieve this?
You can use it this way
IN ("*ABC1110*","*ADF1234*","*AGT2112*")
or if you want you can use the textboxes of the search form
Criteria ="In ("
with [forms]![Search_form]
Criteria = Criteria & "*" & ![Boxref1] & "*"
Criteria = Criteria & ",*" & ![Boxref2] & "*"
Criteria = Criteria & ",*" & ![Boxref3] & "*"
......
end with
Criteria = Criteria & ")"
Or even write a loop to do it
Use Regular Expressions in your search criteria , go through below links you will get some idea
http://timothychenallen.blogspot.in/2006/05/ms-access-vba-regular-expressions-regex.html
http://bricestacey.com/2010/07/09/Regular-Expressions-in-MS-Access.html

MS Access: Filter/Search records in a form using main form and subform criteria from user input

I'm currently working on a database which is rather complex, at least for my ability level. Essentially it is a database of projects, structures and contacts. Within these structures there are sub structures each with unique attributes.
Projects, structures and contacts are joined together in one main control form with a tabbed pane. And within these panes are the forms which have multiple subforms. I am trying to write a search function which I can place on each form that will allow the user to select multiple criteria to filter results. However, some of the criteria or on the forms and other criteria are drawn from multiple subforms and to top it off some fields in the subforms have multiple entries. I understand that this may not sound like very sound database design, but I've been told to adhere to a specific structure and layout which I am not skilled enough to work through.
I've been looking through allen browne's website regarding search criteria, but that is only one a single form. I've attempted to piece together the Subquery tutorial page as well, but to no avail. Essentially, I'm wondering if it is at all possible to filter information say.. the type of structure which is on the main form and then for example.. a range of numbers such as length which exists in a subform and an object proximity which exists in another subform, and have it so that the main form only displays records which fulfill that combination of criteria from the subforms and main form.
My apologies if this is vague, and if it'll help I can post up the general framework I have for my database thus far. Thank you for any assistance you can provide.
EDIT--- Added screenshots for more information
I can't post images since my rep is below 10 but hopefully I can include links
http://img829.imageshack.us/img829/1594/99258898.png
http://img40.imageshack.us/img40/2186/27578829.png
It's difficult to see here, but within the combo boxes some are multi-valued lists. And the combo box on the first image to the right, is switched based on the selection of Type from the upper left combo box, which has different attributes. Ideally I'd like to be able to search through primary forms and subforms. and result in records which only fulfill all the user inputted data. Right now I've tried using filters, one for each criteria, but all that does is blank out information in the subforms which doesn't correspond to the filter criteria.
Do you have any screenshots you could possibly post?
This sounds to me like a larger design issue, perhaps mostly in your UI but possibly in your table structure as well. One my own principles I try to follow is to limit how many things a single screen/form does or shows. What your describing sounds quite confusing to me and I think the average user could easily be overwhelmed by it.
Normally subforms are the result of a main form. That is, they contain child records and are linked to records in the main form via the child records foreign key and the main forms primary key. It isn't that there aren't other ways to design your forms but this is considered "normal" or "standard" design. Your description indicates that filtering the main form is determine by filters set on the subforms. I guess I can't think of any problem that could possibly need solving through something as confusing and clumsy as this. I leave the possibility open that I haven't encountered something as difficult or complex as you're dealing with.
I think you may have some difficulty getting better help here as your question is really better suited to a discussion forum such as UtterAccess.com. You may consider posting a copy of your database on such a site so the users can review your design and possibly recommend a more solid and standard approach.
Edit1:
1) Based on your screenshots, I think you're trying to do too many things in one form. I would normally take each of your top tabs (Projects, Structures, Companies, Contacts) and make each of those their own form. Access 2007 and 2010 allow you to use a tabbed interface natively and I can't think of any real benefit to using the tabbed container control to develop your own tabbed interface.
2) It's my opinion that searches should normally be performed in a single main form that has a single listbox, datasheet view subform, or continuous forms subform. Whichever of these three you choose is not overly important. After performing the search, the user should be able to click in the resulting records in the listbox or subform to select that record and move to it on a details view form similar to what you've already built here. It might take several different search screens to allow your users to search all of the different ways you'd like them to. For example, you might build a screen to search projects, one to search structures, another to search contacts, and a fourth one to search companies. It should be possible to combine some of these in a query and allow the user to search by more than one criteria but it can get confusing if you try to allow them to search too many fields at once, especially if the fields they are searching are in separate tables. For example, if you build a query that shows all projects, structures, and companies together and use this as the recordsource for a datasheet subform, this could allow users to search by project, structure, or company. However, if a project has 10 structures that project will be listed 10 times in the query/form which could confuse users if they are thinking about searching by project. If they are instead searching by structure, it will make perfect sense to them that there are 10 entries for the same project since they'll see 10 different structures.
My basic recommendation is, be careful about trying to build too many functions into a single form. There are some types of tasks or sets of data that do require complex forms with multiple subforms and lots of controls, but in general you want to try to avoid this. It's better to build each form with a very focused task and just simply build more forms to accomplish all of the necessary tasks. Of course, you can take this approach too far as well but you do really need to try to minimize complexity to save yourself from headaches in the future.
As far as filtering based on multiple criteria, I'll see if I can find any good examples or maybe put one together and make it available. It isn't so difficult but it is a multi-step process to build and experience has led me to a general design that I'm happy with and that works almost flawlessly in every possible situation.
Edit2:
Here's how you can create a multi-field filter/search.
1) Build your query. Include all tables and fields which need to viewed by the user or searched on by the user. You can include fields here that will be searched on but not viewable by the user, although that could be confusing to the user. Save your query and give it an appropriate name. Be sure to include your id/primary key fields since those will be needed in step number 4.
2) Now Highlight your query in the navigation pane, go to the top menu and choose Create > More Forms > Datasheet (I'm using Access 2007). Allow access to create and show you a datasheet form which we will use as a subform. Save this and give it an appropriate name like subformProjectSearch of fsubProjectSearch.
3) Get the design view for the new form you just created. Change the properties to disallow additions, deletions, and edits unless you'd really like to allow any of these operations. In general, I don't allow any data entry in these kinds of search forms unless I have it well planned out and tested.
4) Go to the code for this form and add code to popup relevant detail forms on double click. For example, in the projectid or project name field, allow your user to double click to bring up the project details form. Add double click routines to any other textbox where the user might want to pop up a structure, company or contact, assuming you've chosen to include one or more of those in your query. You're code will look something like DoCmd.OpenForm "ProjectDetails", , , "ProjectID = " & Me!ProjectID Now save your form again and close it.
5) Now create a new blank form and add your first form as a subform. Leave room at the top to add controls for filtering. This form does not need to have any recordsource set.
Diversion: I usually take one of two different approaches to filtering. Number one is to give the user one textbox that they can type into. I think do fuzzy searches in a whole bunch of different fields using the data they've typed in. It's a perfectly awful approach performance wise, especially once the database grows past about 20,000 records. It can also lead to some confusion since too many results will likely come up for a short generic search. If they only type in the letter s and search for it they will likely get almost all records.
The second approach I use is probably more common. Give them a different textbox for every field they are likely to want to search by. You an also make it a checkbox or combobox if that fits the field they are searching on. These will not be bound controls. This allows the user to get fairly specific and it also is most likely to return the exact results they are looking for. As far as the code goes, I don't think that one approach is really much simpler than the other. With either approach that I've listed here you really need to check the type of data they've entered before you put it in your filter statement for certain fields. For example, you wouldn't want to try to filter a date field using their non-date, text input. On this second approach you can possibly eliminate more of this problem by using validation rules, input masks, or by setting the textboxes format property. Combos also help to prohibit incorrect data from being entered.
Yet a third option is somewhat of a hybrid approach. You can create one text box that searches on more than one field but not necessarily on all fields. For example, you might create one textbox that will be used to search on Company, FirstName, or LastName. You can create as many of these textboxes as you need. How the input in these textboxes gets used will be totally determined by you in your VBA code.
6) Now that you've decided which approach you want to take, you can go ahead and add your controls. Give them appropriate names and labels.
7) Now it's time to create the function that will build the filtering statement. Use one of the two ideas I listed below. Make sure you run these when the user presses your search button or on the controls AfterUpdate event.
Private Sub txtSearch_AfterUpadate()
Call FilterSubformOption1
End Sub
Private Sub FilterSubformOption1()
Dim strFilter as String
Dim sSearch as String
sSearch = Replace(Nz(Me.txtSearch, ""), "'", "''")
If sSearch <> "" Then
If IsDate(sSearch) = False Then
strFilter = "(ProjectName LIKE '*" & sSearch & "*' OR "
strFilter = strFilter & "StructureName LIKE '*" & sSearch & "*' OR "
strFilter = strFilter & "CompanyName LIKE '*" & sSearch & "*')"
Else
strFilter = "ProjectDate = #" & CDate(sSearch) & "#"
End If
End If
If strFilter <> "" Then
Me.fsubProjectSearch.Form.Filter = strFilter
Me.fsubProjectSearch.Form.FilterOn = True
Else
Me.fsubProjectSearch.Form.Filter = ""
Me.fsubProjectSearch.Form.FilterOn = False
End If
End Sub
Private Sub FilterSubformOption2()
Dim strFilter as String
If Nz(Me.txtProjectName, "") <> "" Then
strFilter = "ProjectName LIKE '*" & Replace(Me.txtProjectName, "'", "''") & "*' AND "
End If
If Nz(Me.txtStructureName, "") <> "" Then
strFilter = strFilter & "StructureName LIKE '*" & Replace(Me.txtStructureName, "'", "''") & "*' AND "
End If
If Nz(Me.txtCompanyName, "") <> "" Then 'Search on multiple fields from one textbox
strFilter = strFilter & "CompanyName LIKE '*" & Replace(Me.txtCompanyName, "'", "''") & "*' AND "
End If
If IsNull(Me.txtProjectDate) = False Then
If IsDate(Me.txtProjectDate) = True Then
strFilter = strFilter & "ProjectDate = #" & Me.txtProjectDate & "#"
End If
End If
If Right(strFilter, 5) = " AND " THEN strFilter = Left(strFilter, Len(strFilter) - 5)
If strFilter <> "" Then
Me.fsubProjectSearch.Form.Filter = strFilter
Me.fsubProjectSearch.Form.FilterOn = True
Else
Me.fsubProjectSearch.Form.Filter = ""
Me.fsubProjectSearch.Form.FilterOn = False
End If
End Sub
Private Sub FilterSubformOption3()
Dim strFilter as String
If Nz(Me.txtProjectName, "") <> "" Then
strFilter = "ProjectName LIKE '*" & Replace(Me.txtProjectName, "'", "''") & "*' AND "
End If
If Nz(Me.txtStructureName, "") <> "" Then
strFilter = strFilter & "StructureName LIKE '*" & Replace(Me.txtStructureName, "'", "''") & "*' AND "
End If
If Nz(Me.txtName, "") <> "" Then 'Search on multiple fields from one textbox, the "hybrid" solution
strFilter = strFilter & "(CompanyName LIKE '*" & Replace(Me.txtName, "'", "''") & "*' OR "
strFilter = strFilter & "FirstName LIKE '*" & Replace(Me.txtName, "'", "''") & "*' OR "
strFilter = strFitler & "LastName LIKE '*" & Replace(Me.txtName, "'", "''") & "*') AND "
End If
If IsNull(Me.txtProjectDate) = False Then
If IsDate(Me.txtProjectDate) = True Then
strFilter = strFilter & "ProjectDate = #" & Me.txtProjectDate & "#"
End If
End If
If Right(strFilter, 5) = " AND " THEN strFilter = Left(strFilter, Len(strFilter) - 5)
If strFilter <> "" Then
Me.fsubProjectSearch.Form.Filter = strFilter
Me.fsubProjectSearch.Form.FilterOn = True
Else
Me.fsubProjectSearch.Form.Filter = ""
Me.fsubProjectSearch.Form.FilterOn = False
End If
End Sub
And that pretty much completes the multiple criteria filtering solution I typically use.
I create complex query-by-form interfaces for nearly all my Access apps. Why? Because my users want them! There are some screenshots of some older examples on my website, but none really is very clear. The point is that I'm writing SQL on-the-fly, and choosing whether to query particular tables based on whether there are criteria sought for that table.
I can say a lot more about, but it quickly shades into proprietary information. If these look like the direction you want to go, why don't you create a new question with enough information to suggest how it could be done based on these principles.

How do I use a Checkbox on a form to add a record into a subform in Microsoft Office Access?

I have a database for a carpet company. I have a form which enables the user to make a quote, including choosing the customer, etc. There is a also subform dealing with the products and extras, with quantities and unit prices. To state whether the user requires fitting there is a checkbox. When ticked I would like fitting to be added in the subform as one of the products. Products are normally manually chosen using a dropdown.
Important properties are:
Form name: Orders
Subform name: Order Details Subform
Checkbox name: Fitting
Field name for products: Product ID
Subform linked to table: Order Details
Form linked to table: Orders
I'm assuming VBA is needed, or the macro builder.
Anyway thanks in advance!!
I think the easiest way is to use an append query.
If Me.Fitting Then
strSQL="INSERT INTO [Order Details] (ProductID,OtherTextField) Values ("
& Me.ProductID & ",'" & Me.OtherTextField & "')"
CurrentDB.Execute strSQL, dbFailOnError
Me.[Subform control name here].Form.Requery
End If
On the check box control, you are going to add an [Event Procedure] on the After Update event for the checkbox (see the properties window). This will stub out the VBA code, click on the ellipsis ("...") to get to the VBA code.
You can use Remou's code (after a fashion) to insert the new Product:
If Me.Fitting Then
strSQL="INSERT INTO [Order Details] (ProductID,OtherTextField) " & _
"Values (" & _
Me.ProductID & ",'" & Me.OtherTextField & "')"
CurrentDB.Execute strSQL, dbFailOnError
Me.[Subform control name here].Form.Requery
End If
'[code not tested]
However, you probably also want to check that the Product doesn't already exist in for the Order (does your business rules allow for multiple fittings to be scheduled), and you might also want to allow the Fitting product to be removed when it is unchecked - you could do that with an else condition on the if before the "end if":
if 'blah
'blah blah
else
strSQL="Delete [Order Details] " & _
"where ProductID = " & Me.ProductID & " " & _
"and OtherTextField = 'fitting' "
CurrentDB.Execute strSQL, dbFailOnError
Me.[Subform control name here].Form.Requery
end if
'[code not tested]
You will also have to hack your Products sub form so that if you delete the Fitting product from it, you update the check box (or so that you can't delete Fittings that way).
Then again maybe you don't want to use a check box, and just have the fitting as being another drop down option, as the other products are. You could always make sure it's auto-populated into [Order Details] whenever a new Order is created so it can't be forgotten. This would be more consistent with the rest of the product selection user interface.
This is the no code solution:
Get rid of the Fitting check box. Make fitting a product and add it like all the rest. If you want to know if an order requires a fitting (I'm guessing that's why you have the checkbox.), you can create a query to see if fitting is one of the products on your reports/invoices.