First post for me so please bear with me if I'm short on providing enough info.
I'm trying to put a query together that will be used as a subform on a project expense data entry form. As part of the query I want Access to pull the correct tax rates to calculate PST & GST correctly in calculated fields within the query. I have a query that consists of 5 tables:
tblProjectExpenseLineItems (PK: ExpenseLineItemID, FK: ProjectExpenseID)
tblProjectExpenses (PK: ProjectExpenseID, FK: ProjectNoID)
tblProjects (PK: ProjectNoID, FK: ClientID)
tblClientList (PK: Client ID)
tblTaxRate
Query design looks like this: qryProjectExpensesLineItemsExtended Query Design
The picture doesn't show it but the PSTTaxRate field is set to [tblTaxRate]![TaxRate] and the PST field is just the PST calculation on the expense line item.
I manually joined [tblClientList].[Province] to [tblTaxRate].[TaxJurisdiction]. These aren't related in the database relationships since neither fields are primary keys and I get the "indeterminate" relationship type. I have checked and confirmed that the values in these fields are in fact the same so results do show when I run the query.
The query fields are primarily from the tblProjectsExpensesLineItems table only since this is the table I want to update through the subform (I've tried adding the different PKs to see if that would change anything but no such luck). The only reason I have the other four tables is to get the [tblClientList].[Province] field so that I can pick up the location of the client and know which tax to charge. Where I live we've had our PST change a few times recently so I further filter the query using the [ExpenseDate] field to find the tax rate that fits between the [tblTaxRate].[StartDate] and [tblTaxRate].[EndDate] fields.
Things I've checked/read into:
I've checked that the table relationships have been set, are related to primary keys, and have "Enforce Referential Integrity" checked.
I've tried deleting tblTaxRate out of the query since it doesn't have an actual relationship. The query still isn't updateable and Access prompts me for the TaxRate, StartDate and EndDate fields when I run the query
I found a very detailed post here Why is my query not updateable? about reasons why queries aren't updateable. I'm pretty new to Access so I was able to rule out most of them, but some of them I don't quite understand (maybe something to do with the one-to-many and many-to-one relationships?)
Deleting all the tables except for the one I want to update. This of course makes the query updateable but Access prompts me for all the fields related to trying to find the tax rate.
I thought maybe an easy way out is to just manually enter tax rates but the database is being used for invoicing so I'm trying to eliminate potential for user input error.
I also thought this would be easier if I used form controls to do the heavy lifting but the tax calcs show up in many forms so I was hoping to keep the calcs at the query level so that I don't have to keep writing the calcs for every form and instead just reference the same query.
I'm at a total loss. I have the query responding properly but I can't do any data entry which is the sole purpose of the query! Any help is much appreciated!!
Scott
Related
Being working on Access for a couple of months now, so I'm quite new. Minor VBA knowledge and next to zero SQL knowledge. I have 2 tables in my database. One is Contract details and the other is individual deliveries for all contracts. I have made a query connecting the two with a simple join on contract numbers(the SQL statement is a simple SELECT fields, table1 INNER JOIN table2 ON contract no) and made a form from said query to enter or edit deliveries. My problem is that suddenly the query(and the form as a result) became read-only. And after some testing, every query I make that joins 2 tables is created as read-only. The database is quite simple, some filtering code on the buttons that open the forms and so on. Any advice is welcome.
Edit: As a newbie, most of the definitions are alien to me..so I created a small database example of my problem. Sorry for the trouble.
https://www.dropbox.com/s/tt0a68a8534d38s/Problem_recreation.accdb?dl=0
Please check this answer, section "Recordsets Are Updateable Under Certain Conditions". Most likely you don't have relationships between joined tables
UPDATE
I checked your database. As explained in the mentioned answer, updateable query requires relationship between fields with primary key or unique index. Your fields [Ctr No] don't have unique index. Here is most typical solution:
Or you can use contract number as primary key:
But in this case it will work a little bit slower (search by numeric fields works faster) and you won't be able to edit contract number.
I am building a project in MS Access 2010. I have previous experience in Oracle. I am reading about MS Access and keep seeing references to table relationships. It looks like a convenient way to assist the average person in data entry and validation and for query building, but I write queries exclusively in SQL mode and enforce data entry for users with forms that have their own validation rules.
Is it really necessary to enforce relationships? It doesn't seem like it really gains me anything at an advanced level, and might actually cause problems for me or someone else who eventually takes over maintenance from me later. I've never used them before and I'm not really seeing a benefit to starting now. Can anyone shed some light on that?
You say you have previous experience of Oracle. Did you never define Foreign Key constraints in Oracle? If you did, then that is what you are doing when you define relationships in Access. You can use it for enforcing referential integrity (not allowing you to delete a parent record if child records still exist) or, if you use the cascade delete option, for automatically deleting child records if you delete a parent record. It's a useful backup to cover coding errors where you might have forgotten about possible child records that would otherwise be orphaned if you did not have the relationship (FK) defined.
From a person just querying data, then the relationships are not that important. However from an application point of view, they are VERY helpful if not outright important.
For example, you might have a customer’s table, and then say an orders table. The business rule is that you can’t create an order unless you first have a customer. So if you freely write some SQL to add an order without a customer, your update/insert query will NOT work. And if you need to delete a customer, then all orders for that customer can/will automatic delete for you without having to write a complex delete SQL statement. You might for example want to delete all customers older than 5 or 10 years (so they are inactive). When you delete those customers, then you want all orders also deleted. (This is a VERY difficult query to write if you have to delete the child records for each customer. with enforced relations, then all child records will automatic delete for you (enforced cascade delete)).
And it also important from a reporting point of view. If you write a query to display all customers this month and their billing totals then you get one total result. However if you decide that you do NOT want to display/include customers, you might hit just the orders table and get a total amount that way. The problem is without RI, then you might (by accident or even just some user launching the orders form) have entered order information (with a total amount) but NO customer.
Now what happens is when you run the two different reports/quires, you find the total is DIFFERENT! In a complex application as to “why” the two reports are different can take days, or with lots of data even a week to figure out why two reports on monthly sales do NOT agree with each other. If you enforce the business rule that no orders can be entered into the system UNLESS they have a customer, then you eliminate such errors in reporting. You can “say” that you are perfect user of SQL, but with lots of code, lots of forms for data entry, how can you EVER be sure that orders are NEVER entered without a customer. The user during data entry may forget to enter the customer in that order form. And even if you write code in that order form to ENSURE that customer must be selected, maybe YOU during the writing of some SQL by accident insert an order record into the system without a customer. However your monthly customer total report query “assumes” that you have a customer record that you THEN join in the order totals data.
However some reports must just run on the orders data (a monthly summary total does not need to include customers). The problem now is somewhere in the system you have an order record with total data that does not have a customer. The result is different reports and quires on sales total now don’t agree. This is an outright nightmare.
So some bug or error in the application code might occur and result in what is supposed to be relational data now having “orphaned” records. Perhaps your business rules allow entering of orders without a customer assigned, but then your monthly sales report will have to show that fact, or any query that hits the orders table and does not include customers will have to “check” for the possibility in those queries that no customer record yet exits.
The above is only a SIMPLE scratching of the surface of the GAZILLION issues that crop up. So while you might be just creating simple quires on the data, the problem is that data correctly related in the system? The old saying about garbage in = garbage out rings true here.
At the end of the day when you’re SQL quires pulls data with MULTIPLE tables, then you HAVE to make assumptions about that data and its relational integrity (RI). So when you write that query to display customers and their order totals, you ASSUME and drop in the customers table, and then relational join in the orders table. However if orders exist without a customer record, then your query not going to produce the correct values. And worse a report that hits the orders table will now produce different results.
If you enforce RI then no matter what, you cannot enter an order by accident or force without FIRST having created a customer record. If you don’t enforce such rules, then your data will produce incorrect results.
And a typical complex application will have 40 or 70 related tables. And EVERY ONE of those tables is going to have assumptions made as to if parent (or child) record are “assumed” to have been created correctly based on your set of business assumptions.
You might have a tour booking system. Customers might phone up, put down a deposit but NOT yet be booked to a particular tour. If you allow this setup, then your query on customers this month and their booked tour will have to take this into account. However maybe the business rules are that any customer in the system that puts money down MUST ALSO be booked to a tour (and thus you query to grab that information will take this rule into account).
If every query you always made never was to include data from more than one table, then you likely don’t benefit much from enforcing relational data. However the instant you start bundling queries with multiple tables, then you MUST know the assumptions being made about that data before you can write a query. So do you allow customers with a deposit in the system without a tour booking or not? This rule will decide how you must write that query. If RI is enforced, then you can query on a customer “booking” that and you KNOW that it will be attached to a tour event. And same goes if any booking + deposit does not need a booking – but you HAVE to know the assumption made about that data.
So based on assumptions made about the data is the ONLY practical way to create a query to pull data based on those assumptions. And if you enforce RI, then you at least know the data MUST be related and setup based on those assumptions.
At the end of the day? Anyone creating a data base that models a business application and rules without enforcing RI is building a ship without rudder and without a compass.
And exporting data from each table is a NON issue. However if that data is a mess and has orphaned records, then you only wind up exporting a incorrect data model to another database and all of the issues and problems remain.
If you are building queries purely in SQL mode, defining the relationships probably doesn't make any difference for you. The only thing that might be useful is that if you built something, then didn't look at it again for a few months, you would be able to quickly re-acquaint yourself with the relationships conceptually.
For anyone using the access query builder, defining the relationships allows you to quickly add tables to the query while Access automatically builds the proper (GIGO) relationships for the query JOIN. Again, if you are writing in SQL, you probably already do this, so not much help for you in query building.
Bottom Line - it's more of a graphical tool to streamline the query process, at least until you try exporting the tables to a "real" RDBMS, as someone else already mentioned.
If its not a requirement for you use case then you don't necessarily have use this. A use case where this could be "required" is in an Order Based Scenario.
Lets say you have a Database that creates and tracks Orders. Each Order can have multiple Lines that are tied to the same Order. But for Normalization purposes, most people would separate these into two separate tables. OrderHead and OrderDetail. You would want to enforce Referential Integrity here to ensure that there is never a child record in OrderDetail that doesn't link back to a Parent Order.
I'm sure that you could prevent things like that without it, but it mainly just enforces it.
Relationships helps in preserving data integrity and I agree with your point that if user is entering from access form, probability of errors due to integrity is lesser. But in future if user is moving from MS Access to pure RDBMS, this relationship will definitely will be helpful.
Though objective of relationship is not for migration at later point-in-time, for your case that is one valid reason I could think-of.
Other than that, for MS Access with its own forms relationship may not add specific values.
I have 2 queries. A, B.
Query A has several columns of data and B has only 1 column. When I link A & B I get exactly what I want (filtered records of A).
However, I still do want to input new data into the query, how do I do this?
Ok then :)
Question was how to make a query with JOINs updateable.
See: Dealing with Non-Updateable Microsoft Access Queries and the Use of Temporary Tables
Reasons why a Query or Recordset is not Updateable
There are many reasons why your data may not be updateable. Some are
pretty obvious:
The query is a Totals query (uses GROUP BY) or Crosstab query (uses TRANSFORM), so the records aren't individual records
The field is a calculated field, so it can't be edited
You don't have permissions/rights to edit the table or database
The query uses VBA functions or user defined functions and the database isn't enabled (trusted) to allow code to run
Some reasons are less obvious but can't be avoided:
Linked tables without a primary key for certain backend databases (e.g. SQL Server). Access/Jet requires the table to be keyed to make
any changes. This makes sense since Access wants to issue a SQL query
for modifications but can't uniquely identify the record.
Less obvious are these situations:
Queries with some fields are summaries linked to individual records and the individual records still can't be edited
Queries with multi-table joins that aren't on key fields
Union queries
Another resource: http://allenbrowne.com/ser-61.html
I have a question on databases and how information is displayed in regards to Primary and Foreign keys.
For example, there are three tables; Employees, Employee_tickets and Employee_comments.
Each employeecan have multiple tickets and also multiple comments. A foreign key is placed in the Employee tickets and Employee Comments table. My application is built in vb.net with Visual Studio and it is a desktop application. How can I query say.. Employee Name ('Jon Doe') and display all of his tickets in a grid as well as all of the comments people have made on him over time? I have created a View on the sql database which returns all of the information I require but for each ticket listed under ('Jon Doe') the View displays and Employee Name for every single ticket. Is there a way to display the employee name only once and then every ticket listed under that particular individual without displaying the Employee Name again or do I have to make Separate windows to segregate all of this?
This seems like a really dumb question and I cannot for the life of me figure out how to correctly display what is required in this situation.
Here is an example of what I am trying to explain:
So for troy there is one employee name entered in the Employee Names table, There is one CWB ticket entered in the CWB table but there are TWO PQ Cards entered in the PQR Ticket table. How Can I Display only one row for Troy and one Row for his CWB because there are only one of each entered in the tables then the two rows for the PQR Cards under his name?
I have created a view which gathers this information all into the one single view itself then bound the datagridview's to this View.
Your problem has nothing to do with databases. Rather, the issue is that you have an entity (the employee) that has two separate collections associated with it (tickets and comments) and you want to show the contents of both collections.
Doing this in a datagrid is difficult because in its simplest incarnation it's intended to show one collection of like items.
I can think of a number of possibilities:
In your code, convert each collection to a single string value and display that single string value on the row with the employee's name. This conversion could be to comma-separate a stringified version of each item in the collection (as suggested by BS123 in the comments) or could simply be a summary (eg "5 Tickets").
Put the basic employee information in one data grid and then have two additional data grids below it, one bound to the Tickets collection and one to the Comments collection.
Embed data grids directly in the main data grid, one in the Tickets column and one in the Comments column, and bind each one to the appropriate collection in the employee.
Your database structure is correct so don't change that, you simply need to solve the issue of presentation.
What you're missing here is a controller between your view and your model. Your view is presenting exactly what it was given to present - it's up to you to format it.
There are several possible solutions to this, and the correct one partially depends on needs and infrastructure.
If you infrastructure is solid and your needs are near real time, consider dropping separately querying to fill your second and third tables based on what is picked in the first. This will increase the load on the database, but your data will almost always be correct, and the data will come from the database the way you want to see it.
If the database-centered solution is not good for you, LINQ provides some good ways to filter your data into typed collections that would present exactly what you want the user to see.
To get the users:
Dim users = From l In data.lines
Group By FirstName = l.firstName, LastName = l.lastName
Into Tickets = Group, Count()
You can then present this object to your grid. While dynamic typing works here, I think it would be easier to manage view interactions with defined classes. I'll leave that part up to you. Do some searching on LINQ to fill in the rest of the blanks. It's pretty neat stuff.
I hope someone can help me with this:
I have a simple query combining a list of names and basic details with another table containing more specific information. Some names will necessarily appear more than once and arbitrary distinctions like "John Smith 1" and "John Smith 2" are not an option, so I have been using an autonumber to keep the records distinct.
The problem is that my query is creating two records for each name that appears more than once. For example, there are two clients named 'Sophoan', each with a different id number, and the query has picked up each one twice resulting in four records (in total there are 122 records when there should only be 102). 'Unique values' is set to 'yes'.
I've researched as much as I can and am completely stuck. I've tried to tinker with sql but it always comes back with errors, I presume because there are too many fields in the query.
What am I missing? Or is a query the wrong approach and I need to find another way to combine my tables?
Project in detail: I'm building a database for a charity which has two main activities: social work and training. The database is to record their client information and the results of their interactions with clients (issues they asked for help with, results of training workshops etc.). Some clients will cross over between activities which the organisation wants to track, hence all registered clients go into one list and individual tables spin of that to collect data for each specific activity the client takes part in. This query is supposed to be my solution for combining these tables for data entry by the user.
At present I have the following tables:
AllList (master list of client names and basic contact info; 'Social Work Register' and 'Participant Register' join to this table by
'Name')
Social Work Register (list of social work clients with full details
of each case)
Social Work Follow-up Table (used when staff call social work clients
to see how their issue is progressing; the register has too many
columns to hold this as well; joined to Register by 'Client Name')
Participants Register (list of clients for training and details of
which workshops they were attended and why they were absent if they
missed a session)
Individual workshop tables x14 (each workshop includes a test and
these tables records the clients answers and their score for each
individual test; there will be more than 20 of these when the
database is finished; all joined to the 'Participants Register' by
'Participant Name')
Queries:
Participant Overview Query (links the attendance data from the 'Register' with the grading data from each Workshop to present a read-only
overview; this one seems to work perfectly)
Social Work Query (non-functional; intended to link the 'Client
Register' to the 'AllList' for data entry so that when a new client
is registered it creates a new record in both tables, with the
records matched together)
Participant Query (not yet attempted; as above, intended to link the
'Participant Register' to the 'AllList' for data entry)
BUT I realised that queries can't be used for data entry, so this approach seems to be a dead end. I have had some success with using subforms for data entry but I'm not sure if it's the best way.
So, what I'm basically hoping to achieve is a way to input the same data to two tables simultaneously (for new records) and have the resulting records matched together (for new entries to existing records). But it needs to be possible for the same name to appear more than once as a unique record (e.g. three individuals named John Smith).
[N.B. There are more tables that store secondary information but aren't relevant to the issue as they are not and will not be linked to any other tables.]
I realised that queries can't be used for data entry
Actually, non-complex queries are usually editable as long as the table whose data you want to edit remains 'at the core' of the query. Access applies a number of factors to determine if a query is editable or not.
Most of the time, it's fairly easy to figure out why a query has become non-editable.
Ask yourself the question: if I edit that data, how will Access ensure that exactly that data will be updated, without ambiguity?
If your tables have defined primary keys and these are part of your query, and if there are no grouping, calculated fields (fields that use some function to change or test the value of that field), or complex joins, then the query should remain editable.
You can read more about that here:
How to troubleshoot errors that may occur when you update data in Access queries and in Access forms
Dealing with Non-Updateable Microsoft Access Queries and the Use of Temporary Tables.
So, what I'm basically hoping to achieve is a way to input the same data to two tables simultaneously (for new records) and have the resulting records matched together (for new entries to existing records). But it needs to be possible for the same name to appear more than once as a unique record (e.g. three individuals named John Smith).
This remark actually proves that you have design issues in your database.
A basic tenet of Database Design is to remove redundancy as much as possible. One of the reasons is actually to avoid having to update the same data in multiple places.
Another remark: you are using the Client's name as a Natural Key. Frankly, it is not a very good idea. Generally, you want to make sure that what constitutes a Primary key for a table is reliably unique over time.
Using people's names is generally the wrong choice because:
people change name, for instance in many cultures, women change their family name after they get married.
There could also have been a typo when entering the name and now it can be hard to correct it if that data is used as a Foreign Key all in different tables.
as your database grows, you are likely to end up with some people having the same name, creating conflicts, or forcing the user to make changes to that name so it doesn't create a duplicate.
The best way to enforce uniqueness of records in a table is to use the default AutoNumber ID field proposed by Access when you create a new table. This is called a Surrogate key.
It's not mean to be edited, changed or even displayed to the user. It's sole purpose is to allow the primary key of a table to be unique and non-changing over time, so it can reliably be used as a way to reference a record from one table to another (if a table needs to refer to a particular record, it will contain a field that will hold that ID. That field is called a Foreign Key).
The names you have for your tables are not precise enough: think of each table as an Entity holding related data.
The fact that you have a table called AllList means that its purpose isn't that well-thought of; it sounds like a catch-all rather than a carefully crafted entity.
Instead, if this is your list of clients, then simply call it Client. Each record of that table holds the information for a single client (whether to use plural or singular is up to you, just stick to your choice though, being consistent is hugely important).
Instead of using the client's name as a key, create an ID field, an Autonumber, and set it as Primary Key.
Let's also rename the "Social Work Register", which holds the Client's cases, simply as ClientCase. That relationship seems clear from your description of the table but it's not clear in the table name itself (by the way, I know Access allows spaces in table and field names, but it's a really bad idea to use them if you care at least a little bit about the future of your work).
In that, create a ClientID Number field (a Foreign Key) that will hold the related Client's ID in the ClientCase table.
You don't talk about the relationship between a Client and its Cases. This is another area where you must be clear: how many cases can a single Client have?
At most 1 Case ? (0 or 1 Case)
exactly 1 Case?
at least one Case? (1 or more Cases)
any number of Cases? (0 or more Cases)
Knowing this is important for selecting the right type of JOIN in your queries. It's a crucial part of the design assumptions when building your database.
For instance, in the most general case, assuming that a Client can have 0 or more cases, you could have a report that displays the Client's Name and the number of cases related to them like this:
SELECT Client.Name,
Count(ClientCase.ID) AS CountOfCases
FROM Client
LEFT JOIN ClientCase
ON Client.ID = ClienCase.ClientID
GROUP BY Client.Name
You've described your basic design a bit more, but that's not enough. Show us the actual table structures and the SQL of the queries you tried. From the description you give, it's hard to really understand the actual details of the design and to tell you why it fails and how to make it work.