MS Access 2007; extracting data from a user refined subform - ms-access

Looked everywhere for help on this; I can't believe that there's no way it can be solved:
Scenario: I have an unbound subform that displays data in a datasheet. The user selects a report to display from a combo box and a query is generated on the fly then displayed in the subform. The user may then export the report (from the querydef) to an xlsx format file for distribution to colleagues. All works well.
However, the user also refines the data in the datasheet, selecting and sorting using the column controls. The question is: how do I export the refined data?
I'd be very grateful for any help. Thanks

All the selecting and sorting of the datasheet is stored in the me.filter property of the subform.
So you take the filter and hand it over to the report. You can use the filter just like a normal WHERE-clause of a SQL query.
[the name of the SubForm container control in the host form].Form.Filter = the where clause
EDIT: Here is some code that you use in the main form preferrably in the procedure that kicks off the creation of the report:
dim strWHERE As String
strWHERE = Me.subform.Form.Filter
docmd.OpenReport "YourReport", , , strWHERE
Pls give us feedback if it works.

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.

Referring to table fields in subform, in VBA

I've made a simple database in ms access - made few tables, queries and so on.
I also made a form and a subform inside that form.
Subform contains a table with 1 column. The idea is - user inputs data in the table, then based on his typings, query runs, and produces data. Easy as that.
To make my life easier I've set up a simple function to save files as *.csv's. (also - I'm pretty new to VBA).
Function SaveAsCsv()
tExportName = "C:\Users\xxx" & Format(Date, "_mm\_dd\_yyyy") & ".csv"
DoCmd.TransferText acExportDelim, , "Mass_Extract_data", tExportName, True
End Function
And now, after few runs I see there is a need to do a little enhancing, so here's my question:
How can I refer to the table field inside a subform in vba?
Any help will be appreciated,
If you need more info, feel free to ask

Access User Form unintentionally altering data table records

I have been using MS Access to aid in generating pdf reports based on a table. I have created a form that contains a text box for entering a client's name (this value is in the main table) and a button that when clicked runs the code:
Private Sub cmdPrintRecord_Click()
Dim strReportName As String
Dim strCriteria As String
strReportName = "Current SP Report"
strCriteria = "[Owner]='" & Me![Owner] & "'"
DoCmd.OpenReport strReportName, acViewPreview, , strCriteria
End Sub
The idea here is to generate an individual PDF report based on the clients name.
The above procedure has been able to do that successfully however, I have encountered that as I run it, the data in my table is affected, specifically the client name field.
For example: I'll run a report for client "Anthony" and it shows 10 products which is correct, but then if I go back and run that same report again it will show 11 products. It is as if the procedure here is altering the data table.
How can I troubleshoot this issue and or are there any alternatives recommended?
Thanks.
Attached is the MS link where I obtained the source code:
https://support.microsoft.com/en-us/kb/209560
If the Control Source of a form control (textbox, combo box) is linked to a table then it will modify that table. In your case, you want to receive user input based on selections from a table and not to modify the table itself. You want to use the "Row Source" property to limit the selection to table items and clear the Control Source. This pulls potential options from the table without changing existing table entries.
Like this:
Notice that the source of options for the combobox is a query that defines what items should appear in the dropdown but no Control Source is specified.

Possible to change MS Access subform fields through VBA?

I can find plenty of examples of how to return specific records in a subform through altering the underlying source query in code and re-querying, but I'm struggling to use the same principle to alter the fields that are returned.
I have the following situation:
Combobox to select 1 of 5 fields. Subform is supposed to show the selected field plus a couple of static fields, lets call them fields 6 and 7
So in the case the user selects field 1 from the dropdown, subform should show fields 1, 6 and 7. In the case they pick field 4, subform should show fields 4, 6 and 7 etc.
This is what (amongst other things) I've tried:
Set the subform up through the wizard with a query (select field1, field6, field7) as source, amend said query after combobox selection is made:
Set qd = CurrentDb.QueryDefs("myqueryname")
qd.SQL = "Select " & mycomboboxselection & ",field6,field7 from mytablename"
Form_mymainformname.mysubformname.Requery
The query itself updates fine if I run that standalone after the change, but the subform within the main form doesn't change and when I click on the subform itself from the navigation window it seems to be stuck looking for field 1 as it asks me to input a parameter value
Can anyone help with how to achieve this please?
Set the RecordSource of the subform to the SQL:
Dim SQL As String
SQL = "Select " & mycomboboxselection & ",field6,field7 from mytablename"
Me!YourSubformControl.Form.RecordSource = SQL
It will force a requery of the subform.
Ok I found a solution after a few more hours searching and trial and error.
There are two seperate problems here. Firstly creating the subform uses the newly created form as the source object rather than directly using the query, and it seems that no matter how you try to manipulate the record source of said form, it doesn't like changing the fields it was built with.
So, create the subform, change the source object from the form to your query (and delete the now pointless newly created form), then you can use the code I started with:
Set qd = CurrentDb.QueryDefs("myqueryname")
qd.SQL = "Select " & mycomboboxselection & ",field6,field7 from mytablename"
Which works! sort of....
You have to close and reopen the form every time to see the actual updates though, which obviously isn't what we're going for
The other line does nothing:
Form_mymainformname.mysubformname.Requery
It works fine for a change of records, but apparently not for a change of fields. I suspect this is a bit of a ms quirk
The below, however, works, even though I feel like it should do exactly the same as the code line above:
Form_MyForm.MySubForm.SourceObject = Form_MyForm.MySubForm.SourceObject

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.