MS Access: Create multiple reports from Same Query with different parameters - ms-access

I have an access database that basically has a form where you can lookup some of the database entries. User types in part number, I check that it exists and if it does I return a report with all the data organized in a nice easy-to-read way.
The problem is that, say I generate the report. And then go back to the Form to query for a different part, the report doesnt update or a new report isnt generated (even if I click the "View report" button multple times).
I was wondering if there is a way to generate a new report (with the same template, from same form, different parameters) and just be able to have multiple reports of the same template with different parts to compare or just to analyse.

As forms can be used multiple times this should work with reports too. Try:
Dim rtp1 As Report_yourReportsName
Dim rtp2 As Report_yourReportsName
Set rpt1=New Report_yourReportsName
Set rpt2=New Report_yourReportsName
rpt1.visible=True
rpt2.visible=True
Keep in mind to put Report_ in front of reports name, like it is done with Form_.
Code to open up to 25 report with one button (button named CommandOpenReports):
'1) Declare a global variable (in the module header, outside of the subroutine) like this:
'Assume we'll never need more than 25 instances of the
'same report open at once
Dim rpt(1 To 25) As Report
Private Sub CommandOpenReports_Click()
Dim I As Long
'2) set a member of the global array equal to the specific instance, filter according to whatever criteria you'd like, and make the instance visible.
For I = 1 To 25
If rpt(I) Is Nothing Then
Exit For
End If
Next
'open rptPOs in separate windows
Set rpt(I) = New Report_Bericht1
rpt(I).Filter = stLinkCriteria
rpt(I).Visible = True
End Sub
Code stolen from Multiple Instances of a Report

Related

MS Access 2016: Set Report's RecordSource to get data from a Subform

Is there some sort of work-around that could make this possible? Or could anyone offer just some general advice on my situation below? I tried to set the record source through VBA but had no luck.
My situation:
I have a main form with a subform contained within, and I want the subform to be purely for data entry (Data Entry = Yes). Upon clicking a button, the user is sent from the main form to a report (print preview only). I want the source for this report to be the subform the users are entering data into, but I don't have this option from the report's property sheet itself (no forms), and I also was unable to set it through VBA. Here's my code, it's one line so I highly doubt it's the problem.
Private Sub Report_Load()
Reports![P18003 SDR Report].RecordSource = "P18003 SDR Subform"
End Sub
Previously, to work-around this I had a parameter query that waited for the user to enter data into an unbound textbox from the main form, and an after update trigger on that textbox would load any data relevant to that parameter (my employer and I miscommunicated the requirements).
It turns out though that I don't need to load any older data, and I run into problems with my current parameter query in the event that the user does input a parameter which loads old data - that old data is transferred to the report in addition to the new data they've just entered. This is the main problem with the method I am currently using, and it trashes almost all functionality with this form and report. The events that a user would need to enter a parameter which queries older data are few and far between, but it's not a functional product unless I can get the subform to be connected to the report directly. There's likely something obvious I'm missing here (or at least, I hope there is).
Thanks in advance for taking the time to read this and for any help you may offer.
you can either send the recordsource to the report itself in the OpenArgs by the open report event, after the click event in the subform
Private Sub btnSubform_Click()
Dim strSQL as String
strSQL = "SELECT * FROM SubformQuery WHERE ID = " & CurrentSubfromRecordID
Docmd.OpenReport, acViewReport, , , , strSQL
End Sub
and then in the Report.
Private Sub Report_Open(Cancel As Integer)
Me.recordsource = Me.OpenArgs
End Sub
Or you can make a paramter Query and set this Query criteria as record source for the report. So the parameter in the query is pointing to the current selected row in the subform. Like this:
--- At the Criteria in the Query designer:
--- RecordSource for the Report:
Forms![FormMain]![YourSubform]![ID]
Now every time the reports obens he gets the ID from the current selected record of your subform.

Access VBA - Turn off aggregation when opening form/sub-form

What I'm trying to do is, whenever a user opens a form (and the sub-form that opens by default), I want to search through all the columns (controls?) on the form, check to see if they are currently set to aggregate (sum, count etc.) with Access' built-in Totals row, and if so, set them to not aggregate.
The reason for this is there are several millions records that are stored, so when someone queries it down to 3-4 and turns on Sum, then closes it, when the next person opens it, it tries to sum millions of numbers and freezes up. The form displays the queried results from a table which is populated via SQL (I think, if that sentence makes sense). Here's what I have so far:
Private Sub Form_Load()
'this form_load is in the UserApxSub sub-form, for reference
Call De_Aggregate
End Sub
Private Sub De_Aggregate()
Dim frm As Form, con As Control
Set frm = Forms!UserAPX!UserApxSub.Form!
For Each con In frm.Controls
If con.ControlType = acTextBox Then
If con.Properties("AggregateType").Value <> -1 Then
'crashes on following line
con.Properties("AggregateType").Value = -1
End If
End If
Next con
End Sub
I have not so much experience in Access VBA (usually work in Excel VBA) so please forgive me if I'm entirely off the mark here. The command con.Properties("AggregateType").Value = -1 doesn't throw an error, but Access just straight-up crashes when reaching that line specifically.
I've tried a number of variations in the syntax with no success, and I've also tried looping through other elements of the file (tabledefs, querydefs, recordsets, etc.) as well to see if I'm trying to change the wrong value, but the controls on this subform are the only things in the entire .mdb file that results when I search for elements with the AggregateType property.
I switched out the line that errors with Debug.Print con.Name & " - " & con.Properties("AggregateType").Value and I can check, have nothing return anything other than -1, turn on aggregation in some column manually, and have it return the correct result (0 for sum for example), so I think I'm looking in the right place, just missing some key factor.
I've been working on this for a couple weeks with no success. Any way to fix what I have or point me toward the right direction would be greatly appreciated!
This is not necessarily the answer but I don't have enough reputation
to give a "comment"...
I tried your scenario and verified can change the property value as you are however I did not iterate through all controls and simply used an onDoubleClick event on a column to simulate.
I would suggest trying to fire your sub with Form_Open or Form_Current to see if the property is getting reset after your code has been called for some reason.
UPDATE:
You are referencing the "Subform" Object of your main Form:
Set frm = Forms!UserAPX!UserApxSub.Form!
Try referencing the actual UserApxSub FORM explicitly.
Something like Set frm = Forms!UserApxSub! (assuming UserApxSub is the name of the form)
then stick in the Form_Open of your main form:
Private Sub Form_Open(Cancel As Integer)
'// the following would set a single control only. You can add your loop through all controls
Me!{your control name}.Properties("AggregateType").Value = -1 '// set control in your main form
Form_UserApxSub!{your control name}.Properties("AggregateType").Value = -1 '// set control in your "sub" form
End Sub

Adding records to table without using inline query in VBA/Access

I am completely new to VBA. I have been told to add records to a table by using a form and a Save button and given some very basic instructions. While I have achieved this with inline query, I have been told to follow some strict methods like usage of QueryDef/QueryDefs and .Parameters.
So far I am trying a very basic project, just to grasp the concepts, but I am unable to add any record to an empty table. In case the table is not empty(I manually enter a record), whenever I click the Save button for saving newer records, the number of records added are somehow doubling with each instance. For example, when I Save for the 1st time, 1 record is added, 2nd time 2 records of the same type is added, 3rd time 4 are added and so on.
The table(tbl_test) has 2 fields --> ID(primary key), Source(Long Text) and Reg No (Number).
The query(qry_test) is made with the Append feature and I have been told to add expressions which makes the code like this -
INSERT INTO tbl_test ( Source, [Reg No] )
SELECT [strSource] AS Expr1, [lngRegNo] AS Expr2
FROM tbl_test;
The form has 2 fields for Source(txt_Source) and Reg No(txt_RegNo) which have blank Record Sources (Unbound). The Save button has the following Event Procedure -
Private Sub btn_save_Click()
Dim qdf As QueryDef
Set qdf = CurrentDb.QueryDefs("qry_test")
qdf.Parameters("strSource") = Me.txt_Source
qdf.Parameters("lngRegNo") = Me.txt_RegNo
qdf.Execute
End Sub
I have zero knowledge about VBA and would gladly accept ANY help. It would be great if I get any sort of source code that will explain to all the details about saving records from forms and editing them using these querydef, parameter and recordset stuff.
Welcome to StackOverflow!
If you are using a form to collect data for records that are stored in a table, running a saved append query by QueryDefs to do this is, in my opinion, not the best method.
Whilst an append query does add new records to an existing table, I would tend to use an append query where I've got multiple established records that I want to add to an existing table.
If I'm setting up a data entry form that is designed to collect new data for new records 1-at-a-time, an append query doesn't really suit this purpose.
Instead, there are a number of features built in to the design of MS-Access forms to help collect data and save it to a table. This is because forms are very much intended to be set up so that users can interact with records from a table in a controlled, user-friendly way rather than interact directly with the table object itself.
The first and most important feature of a form in this context is probably the form's record source property. When you create a new form, go in to design view for the form and open the form's property sheet (F4 key). In the "Data" tab of the form's property sheet you'll find the record source property:
The record source essentially connects your form with a set of records, whether those be records in a table object, a query object or an sql query string.
In your case it would be better, in my opinion, to bind your tbl_Test table to your form by referring to it in your form's record source:
It will seem like nothing has happened to your form, but if you now open the "Add Existing Fields" panel (alt + F8), you'll notice that the fields associated with your tbl_Test table are available to you:
Drag them to the detail section of your form...
Then put your form in to Form View:
Essentially what you and your users are seeing is the first blank record in your tbl_Test, but displayed on a form instead.
Entering data in these fields on the form...
...will put that data in to the table we specified in the form's record source...
So hopefully you can see that setting the form's record source property to that of your table, is much cleaner than trying to get an append query to collect data from your form and deliver it your table.
At this point you're probably asking a few questions:
When I have filled in the fields for a record on my form, how do I save that record?
More can be said about this, but for brevity, I'd recommend using a command button for running some vba to save the record; similar to what you've done, but utilising the form's Dirty property instead using an append query:
Here's the click event VBA for my save button example:
Private Sub cmdSave_Click()
If Me.Dirty Then
Me.Dirty = False
End If
End Sub
Me.Dirty is a Boolean (True or False) setting for the form; essentially it is automatically set to True when a user changes something on the form. To save those changes, the Me.Dirty setting will have to be set to False.
Me.Dirty is a bit like the swing gate on a sheep pen. When a shepherd puts a sheep (data) in the pen (form) they will open the gate to the pen. The open gate is like the form's Me.Dirty being set to True. To lock the sheep (data) in, the gate needs to be closed, or in the case of forms, the Me.Dirty property needs to be set to False. The VBA above essentially checks to see if the gate was opened and if it was to close it.
How do I move to a new record in the form once I have saved the current one?
Again, I'd give the user a command button to do this and run some VBA on its click event:
Here's the VBA for moving to a new record:
Private Sub cmdNew_Click()
DoCmd.GoToRecord , , acNewRec
End Sub
Summary
There is a lot more to consider than what I've outlined here, such as:
validating data before it is saved
checking other form events (such as close) to ensure data entry is not lost
navigating to an existing record
But hopefully what I've given you here is at least pointing you in a better direction. Best of luck!
Access is optimized for bound forms. Unbound forms are for special cases only.
Should you prefer unbound forms (could be for many reasons), Access isn't worth the trouble, and you should turn to Visual Studio and WinForms.
In either case, browse for a beginner's tutorial.
If you want to use an unbound for or unbound controls you can create the SQL string in the procedure:
Dim mysql as String
mysql = "INSERT INTO tbl_test ( [source], [reg_No]) VALUES (Me.txt_Source, Me.txt_RegNo)
DoCmd.RunSQL mysql

Can I use criteria from any current form in a single query in Access 2003

I have a report (ReportX) that I wish to open from two different forms (FormA and FormB) in my database. I wish to do this because FormA and FormB address different aspects of my data, even if they ultimately get to the same output. ReportX is based on data from QueryX.
The problem I have is that QueryX would ideally filter the data based on the current RecordID in the current form. But I don't know how to accomplish this. I'd like to design QueryX so that the criteria for RecordID is essentially CurrentForm!RecordID, but research suggests that I cannot do this. Must I make separate but otherwise identical queries and reports for each form? Or is there a way to use VBA to define the query criteria when I click on the OpenReportX command button?
I already tried using the WHERE condition in the OpenReport command:
DoCmd.OpenReport "ReportX", acViewPreview, ,"RecordID = " & RecordID
but that did not display the results I wished. I need the report header to display/print for each RecordID and the page count in the page footer to reflect only the current/total pages of the RecordID in question. (In other words, if record 1 is one page, record 2 is two pages and record 3 is three pages, then ReportX, when displaying the first page of record 2, should say "Page 1 of 2" and not "Page 2 of 6.") So being able to display and print a single record properly using record filters would also solve my problem.
Which is the least cumbersome/most possible solution?
You should be able to accomplish this using the WHERE condition argument when you open a report:
DoCmd.OpenReport "rptName", acViewPreview, ,"RecordID = " & Me!RecordID
In the case where a I need more control over a Report's recordsource than what the Where condition argument can do for me, I will set the Reports RecordSource to be blank (after designing the report). Next I write code create the correct SQL statement in the Open Report button's Click event, followed by code to open the report and pass in the SQL as an opening argument for the report.
Private Sub cmdOpenReport_Click()
Dim sSQL as string
sSQL = "SELECT * FROM tblWhatever WHERE RecordID = " & Me!RecordID
DoCmd.OpenReport "rptReportName", acViewPreview, , , ,sSQL
End Sub
Then in the report's Open event I write code to set the recordsource:
Private Sub Report_Open(Cancel As Integer)
If IsNull(Me.OpenArgs) = False Then
Me.RecordSource = Me.OpenArgs
End If
End Sub
If neither of those accomplish what you want then you have an issue of a different sort. It's a little difficult for me to understand why you need All Records to show up in the header but only one record in the detail area. And how you expect to accomplish this. You might be best off trying to write a query first that gives you the exact results that your looking for so you know that it can be done.
As a side note, I actually use very few saved queries in my designs. It's not that there's anything wrong with using them, as the option is there for your convenience. I frequently use raw SQL on both forms and reports and set the RecordSource to the SQL on the Form or Reports Open or Load events.
Yes you can point to form data items in a query, and subsequently use that query in a report. The forms need to be open before the report runs. As far as having a header for each record, that is controlled in the settings of the report and how it displays the data.
In the Field, or Critera you can use the format:
[Forms]![frm_Process_Candidates]![QuestionTemplate]
Where frm_Process_Candidates would be the name assigned to your form, and QuestionTemplate is either the name of a control on your form, or a field from the data source of your form.
If you have a sub-form, there will be another [Form] call in the middle there.
[Forms]![frm_Dropdown_Admin]![frm_Dropdown_Admin_Detail].[Form]![text22]
Access should figure it out from there.

Best way to prompt for report parameters in microsoft access

Lets say you are designing a sales report in microsoft access. You have 2 parameters: Startdate and EndDate.
I can think of 3 ways to prompt the end user for these parameters when the report is run.
Create a form with 2 Text Boxes and a button. The Button runs the report, and the report refers back to the form by name to get the start date and end date.
Create a form with 2 text boxes and a button. The button runs the report but sets the appropriate filter via the docmd.openreport command.
Base the report on a Query and define query parameters. Access will automatically prompt for those parameters one by one.
Which is the best way to go?
Which is best depends on a number of factors. First off, if you want to run the report without parameters, you don't want to define them in the recordsource of the report. This is also the problem with your first suggestion, which would tie the report to the form (from Access/Jet's point of view, there is little difference between a PARAMETER declared in the SQL of the recordsource and a form control reference; indeed, if you're doing it right, any time you use a form control reference, you will define it as a parameter!).
Of the three, the most flexible is your second suggestion, which means the report can be run without needing to open the form and without needing to supply the parameters at runtime.
You've left out one possibility that's somewhat in between the two, and that's to use the Form's OnOpen event to set the recordsource at runtime. To do that, you'd open the form where you're collecting your dates using the acDialog argument, hide the form after filling it out, and then write the recordsource on the fly. Something like this:
Private Sub Report_Open(Cancel As Integer)
Dim dteStart as Date
Dim dteEnd As Date
DoCmd.OpenForm "dlgGetDates", , , , , acDialog
If IsLoaded("dlgGetDates") Then
With Forms!dlgGetDates
dteStart = !StartDate
dteEnd = !EndDate
End With
Me.Recordsource = "SELECT * FROM MyTable WHERE DateField Between #" _
& dteStart & "# AND #" & dteEnd & "#;"
DoCmd.Close acForm, "dlgGetDates"
End If
End Sub
[Edit: IsLoaded() is a function provided by MS. It's so basic to all my Access coding I forget it's not a built-in function. The code:]
Function IsLoaded(ByVal strFormName As String) As Boolean
' Returns True if the specified form is open in Form view or Datasheet view.
Const conObjStateClosed = 0
Const conDesignView = 0
If SysCmd(acSysCmdGetObjectState, acForm, strFormName) <> conObjStateClosed Then
If Forms(strFormName).CurrentView <> conDesignView Then
IsLoaded = True
End If
End If
End Function
Now, there are certain advantages to this approach:
you can pre-fill the dates such that the user would have to click only OK.
you can re-use the form in multiple locations to collect date values for multiple forms, since the form doesn't care what report it's being used in.
However, there is no conditional way to choose whether to open the form or not.
Because of that, I often use a class module to store filtering criteria for reports, and then check if the relevant class module instance has filter values set at the time the OnOpen event fires. If the criteria are set, then I write the SQL for the recordsource on the fly, if they aren't set, I just use the default recordsource (and any filter passed in the OpenReport argument). In this setup, you would run the report only after you've collected the criteria and set up the class module instance. The advantage of this approach is that the report can be run in either of the two contexts, and none of the parts need to know anything about each other -- the report simply needs to understand the class module's interface.
I used to use the Docmd.Openreport Where clause, your option 2. But I've switched to using report filters in the reports Open event, your option 1, as it supports creating PDF files which the Where clause does not. See Microsoft Access Report Printing Criteria Selection Form at my website.
As far as the dates go in SQL strings I use the Format statement as at Return Dates in US #mm/dd/yyyy# format
Also your option three can be handled by putting in the following example in the criteria in the reports record source SQL query. Forms!Form_Name!Control_Name. This is generally simpler for folks who don't want to get into VBA.