For this exercise I have two tables.
Table A: Employee Record and Table B: Timesheet Record.
Timesheet Record tells me which employee has entered how many hours for a job, as well as other unimportant information.
What I need to know is how much can we bill the client for those hours on that entry?
I have an Hourly Rate set in Employee Record - however, I'm not entirely sure how to pull this information across. In a perfect world, I'd simply do a DLookUp into a cell (Putting "Hourly Rate" alongside "Hours" in a single entry), which a final calculated cell that would multiply the two.
Alternatively I could do a calculated cell from "Hours" in Timesheet Record, multiplied by "Hourly Rate" in the Employee Record, but I'm not sure how I would limit the result to the specific employee of record in Timesheet Record.
Any help would be much appreciated.
PS: Using Access 2010.
Create a select query where you join TableA.Id on TableB.EmployeeId, Group By TableA.Id and TableB.ProjectId, and sum TableB.Hours as BillingHours.
This BillingHours you multiply with HourlyRate as BillingAmount.
Related
I have a access table that has quarterly pricing data starting from 20100131 and goes on as 20100430, 20100731.... 20170131, 20170430. For each pricing date, there are many loans. Some loans stay in the portfolio, some loans are removed and some added for each pricing period. I would like to find the list of loans that exist in all periods and see their price for each period. So i have the "Loan_Number" field and "Price_Date" field. I would like to find the Loan Numbers that exist in all price date points. I appreciate the help.
Thanks!
Would have been nice to see some effort from you but I was intrigued with the challenge so here is what I accomplished.
1 - Need a dataset of all possible combinations of loan numbers and date values. So if you have a LoanNumbers table and a Periods table, create a Cartesian query called AllPairs:
SELECT LoanNumbers.Loan_Number, Periods.Price_Date FROM LoanNumbers, Periods;
If you don't have those tables, generate datasets with queries, assuming the data table has at least one record for every loan number and at least one record for every period:
SELECT DISTINCT Table1.Price_Date FROM Table1;
SELECT DISTINCT Table1.Loan_Number FROM Table1;
2 - Join AllPairs to data table for a 'find unmatched' query called LoanNoPeriod:
SELECT AllPairs.Loan_Number, AllPairs.Price_Date, Table1.Loan_Number, Table1.Price_Date
FROM AllPairs LEFT JOIN Table1 ON (AllPairs.Price_Date = Table1.Price_Date) AND (AllPairs.Loan_Number = Table1.Loan_Number)
WHERE (((Table1.Price_Date) Is Null));
3 - Final query:
SELECT * FROM Table1 WHERE Loan_Number NOT IN (SELECT AllPairs.Loan_Number FROM LoanNoPeriod);
Be aware these type of queries can perform very slowly and with very large datasets might not be practical.
I have a Microsoft Access table of data with 3 fields: "part_number", "date_of_price_change" and "new_price", but I need to convert the "new_price" field to show the "price_change", rather than the full "new_price" of each part on each date.
This will obviously involve some process that looks at each unique part number on each date and looks up the price of the record with the same part number with the next earliest date and deduct the prices to get the price change.
Problem is, I have no idea how to do this in Access and there are too many records for Excel. Can anyone assist with how to do this in Access? (Note that date changes can happen any time and are not periodic).
Many thanks in advance.
Ana
Add the new column price_change as a Money data type, then run a query something like below. Make sure you backup the table first with an APPEND table to a new table, just in case. Since it is a new column i may not matter.
UPDATE
T1
SET
T1.price_change = T1.new_price - Nz((SELECT top 1 T2.new_price from MyTable T2 WHERE T2.part_number = T1.Part_Number ORDER BY date_of_price_change DESC),0)
FROM
MyTable T1
I have a Form name frmCEA1 and a Table named tabsubCEA. Field names are:
E_ID (which is Employee ID, number field)
FY (which is Financial Year, String i.e. 2014-15)
FChildPrFr ( Which is Claim start Date, Date ( dd-mmm-yy format))
FChildPrupto ( Which is Claim end Date, Date(dd-mmm-yy format))
There are also
four fields in table (tabSubCEA)
EID (which is Employee ID, number field),
FY (which is Financial Year, String i.e. 2014-15),
PeriodFrom ( Which is Claim start Date, Date ( dd-mmm-yy format)),
Periodtill ( Which is Claim end Date, Date(dd-mmm-yy format)).
An employee can process claim single times in a financial Year for single child and he/she can claim for maximum two child. He/She can claim separate for both child or can claim as combined. He/She can also claim for previous financial Year.
I processed claim for an employee for single child in Fin.Year 2014-15 now employee is going to claim his/her second child for same financial year and I processed it successfully.
I want to know that How can my form(frmCEA1) prevent me using (messagebox) if i goes to process claim for same information i.e. same E_ID, First or Second Child with same claim between starting and ending Period.
I tried so much but could not success. Kindly help...
This doesn't necessarily have to be done in VBA, but that is an option. Either way, a query needs to be run to extract the number of records that match a given situation.
When an employee is being processed, run a query against that employee ID within your tabSubCEA table to find the number of records that exist for the desired financial year. However, instead of returning the actual record data, just return the COUNT of the records. If I'm understanding your situation correctly, whenever the COUNT exceeds two, then you don't want to process the employee. The easiest way would be to disable whatever "submit" button on the form.
Your query, whether a created query that references fields on the form, or via VBA would look something like this:
SELECT
COUNT(*)
FROM
tabSubCEA
WHERE
EID = '<employee id here>' AND
FY = '<fiscal year here>' AND
PeriodFrom > '<application date here>' AND
Periodtill > '<application date here>'
This will count the number of records that the employee in question has successfully filed during the desired fiscal year with an active claim period.
Basically, what you're trying to extract from the system is a count of the number of records that meet a specific criteria to this situation. You're going to want something similar to this to validate the number of claims an employee is making.
I need to change the value of a Calculated FIELD depending on the results from a separate table.
I made up a small Fake DB(attached) to highlight my problem..
When the Database is open I want to be able to show on the first screen if ALL training is up to date for each employee, by changing the value of the "Calculated Field".
I have 5 Employees.
Each Employees must do 5(or more) training's.
All Training's must NOT be expired.
If a single training is expired Change Calculated Field Value to "NO GOOD"
If ALL training is NOT expired Change Calculated Field Value to "ALL GOOD"
I have no Idea on how to approach this scenario. Do I need to create a separate "Temp Table" to store this value?
Database found HERE: http://1drv.ms/1tX7L9M
I can't link pictures or more than 2 links yet so please look at these:
http://1drv.ms/1tXhr45
Here is my query.
SELECT Training.ID, Training.EmployeeID, Employees.Name, Training.TrainingID, Training.TrainingDate, TrainingList.Frequency, DateAdd("m",[frequency],[TrainingDate]) AS DueDate
FROM Employees INNER JOIN (Training INNER JOIN TrainingList ON Training.TrainingID = TrainingList.TrainingID) ON Employees.EmployeeID = Training.EmployeeID;
I need to check that all training for each Employee is current. If it is then I need to show this by changing the value from my first form.. The record source of the first form is like this:
SELECT DISTINCTROW Employees.ID, Employees.Name, Employees.EmployeeID, "Help With This Field" AS TrainingStatus
FROM Employees;
The Purpose of this is to make my life easier and be able to see at a glance which employees need to do recurrent training and which are up to date.. I still can't visualized how this can be done.. I am a (Google is my teacher kind of access user :( )
You have a query which computes the DueDate for all training records. Use it as the data source for another query in which you restrict the results to only those records whose DueDate has not already passed.
SELECT tq.*
FROM [Training Query] AS tq
WHERE (((tq.DueDate)>=Date()));
If that query returns the correct records --- only those trainings which have not expired --- reuse its WHERE clause in a GROUP BY query where you count up the number of unexpired trainings per each employee.
SELECT tq.EmployeeID, Count(tq.TrainingID) AS CountOfTrainingID
FROM [Training Query] AS tq
WHERE (((tq.DueDate)>=Date()))
GROUP BY tq.EmployeeID;
If that query also produces sane results, you can use an IIf expression to return "ALL GOOD" when CountOfTrainingID >= 5 and "NO GOOD" when it's < 5.
SELECT
sub.EmployeeID,
sub.CountOfTrainingID,
IIf(
sub.CountOfTrainingID >= 5,
'ALL GOOD',
'NO GOOD'
) AS TrainingStatus
FROM
(
SELECT tq.EmployeeID, Count(tq.TrainingID) AS CountOfTrainingID
FROM [Training Query] AS tq
WHERE (((tq.DueDate)>=Date()))
GROUP BY tq.EmployeeID
) AS sub;
That should get you most of the way to your goal. You would still need to join in the Employees table to get their names.
There may be other issues which you still need to address:
If an employee has not yet completed any trainings, or all his trainings have expired, should his name appear in the query (and form based on that query)?
Is your criteria based on 5 or more different trainings? For example, if an employee completed only the same training 5 times in the past month, should his TrainingStatus be good or no good?
Is it possible to build an unmatched data query using two tables with a tracking a unique value field and also another value in the row as well (that value will not be unique).
For example I want to track a unique customer code from an invoice on a new table, compared to last month's invoice. The non unique value would be a "product code" of what they purchased.
A customer code could appear multiple times depending on if they have purchased multiple product codes.
Any help is much appreciated.
This should do what you want:
SELECT Invoice.CustomerID
FROM Invoice LEFT JOIN PreviousInvoices
ON (Invoice.Product = PreviousInvoices.Product)
AND (Invoice.CustomerID = PreviousInvoices.CustomerID)
WHERE PreviousInvoices.Product Is Null