am about to make an addition to my database that might make life much easier for users that are not normally accustomed to using it.
I have a table in my database; which holds Historical_stock_data and Historical_currency_data (Values to convert Share Price into dollars) in the other table. Each of them have basically got four & three columns (StockCode, Dates, SharePrice, Volume) and (CurrencyCode, Dates, Rates) respectively.
Now at the end of each trading day; I need to update the both tables. There around 200 companies in the database; and currently I basically have a portfolio in Yahoo finance holding all 200 companies which I download into Excel and edit so it matches the columns; and then manually update the database by adding to the table. (I can use the transfer spreadsheet method as well to do this but I ran into a problem once with it so do it manually now; my coding skills are not the greatest)
The currency prices, since there are only around 6 currencies in the database to dollars; I update them manually; this is not an issue at the moment; but if more companies from different countries are included than it would be easier; and besides it is always better to automate things; so was wondering if this was possible as well.
So if there was a way to update these values directly into Access at the end of each day without having to bother with Excel; that would be great. If there is then if I'm shown an example of what sort of code to use with just one example; I should be able to finish it.
Search on "yahoo stock price excel" and you should find lots of sample code. Then convert the code to using recordsets/tables instead of cells and you're done.
Related
On our Wordpress site, we use a plugin called s2member and it stores the levels (roles) of our clients as well as the times they were assigned a specific level in our database. I would like to create a table that shows when a user was assigned a specific level. I'm having a challenge getting the data I need because of the way the data is stored in the field. It stores all of the levels along with the associated dates and times when a user's level was changed in one field. In addition, it stores all of the times as Unix timestamps. Here's an example of a typical field associated with a client:
a:20:{s:15:"1562695223.0001";s:6:"level0";s:15:"1562695223.0002";s:6:"level1";s:15:"1562695223.0003";s:6:"level2";s:15:"1562695223.0004";s:6:"level3";s:15:"1577906312.0001";s:11:"ccap_prepay";s:15:"1596575898.0001";s:12:"-ccap_prepay";s:15:"1596575898.0002";s:13:"ccap_graduate";s:15:"1596575898.0003";s:11:"ccap_prepay";s:15:"1596575898.0004";s:7:"-level3";s:15:"1597196952.0001";s:14:"-ccap_graduate";s:15:"1597196952.0002";s:12:"-ccap_prepay";s:15:"1597196952.0003";s:13:"ccap_graduate";s:15:"1597196952.0004";s:11:"ccap_prepay";s:15:"1598382433.0001";s:14:"-ccap_graduate";s:15:"1598382433.0002";s:12:"-ccap_prepay";s:15:"1598382433.0003";s:11:"ccap_prepay";s:15:"1598382433.0004";s:6:"level3";s:15:"1605290551.0001";s:12:"-ccap_prepay";s:15:"1605290551.0002";s:11:"ccap_prepay";s:15:"1605290551.0003";s:13:"ccap_graduate";}
There are four columns in this table: umeta_id; user_id; meta_key; meta_value. The data above is stored in the meta_value column.
You'll notice that it also has multiple ccap_* entries. CCAP stands for custom capapability and I would like to be able to chart those assignments and associated times as well.
Do you have any idea how I can accomplish this?
Thank you for any help you can give.
I talked to an engineer about this and he told me that I would need to learn Python and I believe he said I would need to learn how to also use Pandas and Numpy to extract the data I need but he wasn't exactly sure. I started taking a data analyst course on Coursera but I still haven't learned what I need to learn and it's already been several months. It would be great if someone could provide a solution that I could implement more quickly and use on an ongoing basis.
If there's a way to accomplish my goal by exporting this table to a CSV file and using Microsoft Excel or Google Sheets, I'm open to that too.
Here's an image of the table (if it helps):
Database table
Here's an example of my desired output:
Desired output
In my desired output, I used Excel and created a column that converts the Unix timestamp to a short date and another column where I used a nested IF statement to convert the CCAP or level to its meaning that we understand internally.
im a bit of a newbie in access and i hope im not asking a stupid question. I have recently had to move an inventory system from excel to access. Each product is recipted in tbl.rct and has an order number a lot number quantity and expiry.
Each individual lot number needs to be verified before it can be recipted this information is on tbl.lot.
While making a form to receipt products i noticed that i couldnt add any products without their lot number already on lot.tbl - is there a way to get around this?
http://imgur.com/kCc7G39
Attached relationships
I think you mix between Excel and the Access. These Table imported directly from the excel without any requirement change to meet Access Goals. The Database use to reduce the repeat routine work. The Tables that most be (Products, Order, Receipts, Lot must be Stock and collect data of (Qty, lot#, expiry, damage). Now we make sequence to how insert to Database. Open New Receipt to include in the stock the Product(link ID) and the detail. This is now in the warehouse. For selling you will make invoice when select product will show you the Lot available and its expiry and of course you select filter to filter on FIFP LIFO.
You can send me the excel file to convert to database if yes please provide me more information because the flow not clear well
I'm relatively new to Access and VBA but I have managed to get some basic VBA tricks working in both Access and Excel. Now I've got a challenge that I can't seem to crack. I'm building a database to track maintenance of a small trucking fleet. I've got most of the tables and forms I need to do the basic tracking and management of equipment and maintenance in place.
One of the things we're tracking is called PM's which stands for preventative maintenance (lube jobs and oil changes). We do those on calendar intervals for trailers and mileage intervals for tractors. Right now, I'm trying to get the calendar tracked equipment working. I've a table called tblEquipmentMaster which is where all the specifics for each piece of equipment is kept (make, model, year, VIN, etc) and that table has a field called LastPMDate. All the maintenance records go in two other tables, tblMaintenance which records the unit number, vendor, invoice date and invoice amount and tblMaintenanceDetails which records the each line item of work that was performed on the unit (i.e. replaced water pump, replaced headlight etc).
The maintenance details table also contains a drop down list of standard maintenance codes to allow for easier searching of certain maintenance items later. One of those codes is PM. I also have several forms built to interact with these tables including a data entry form for adding new maintenance records.
What I'm trying to accomplish is to have the LastPMDate field for any unit number in tblEquipmentMaster automatically update to match the InvoiceDate field in tblMaintenance anytime an invoice is entered for that unit number which has a line item containing the code PM.
I've tried building an update query to do this but in addition to changing the LastPMDate field like I want it to, it also ends up changing the invoice dates for all previous PM invoices to the date of the last invoice which contained a PM. Not good.
So my question is, would an update query be the best way to do this or would I be better off with some sort of VBA solution? I have an add record button on my maintenance invoice data entry form which users use as a save record/clear form button when all the info for an invoice has been entered. I'm thinking some VBA code tied to the on_click of that button which would look at the invoice you just added, determine if it contains the PM maintenance code, then update LastPMDate field for that unit number with invoice date from that invoice would be a good way to do it but I honestly have no idea what functions or methods I'd need to get that to work.
Any insights or suggestions appreciated.
It's very hard to follow the flow of what you are describing, even if I have experience of PM and AM (Autonomous maintenance).
What is lacking is the relations between the three tables.
Nevertheless I prefer VBA solutions (maybe because I started programming when everything had to be written...). With VBA you can finely control your workflow.
If I understood well the 1st table is tblMaintenance in which you have the Invoice data.
Then you should have to scan the tblMaintenanceDetails to find the list of PMs and filter the tblEquipmentMaster with current PM value to update the LastPMDate with the date of the 1st table.
Did I succeed in providing you an idea to solve your problem?
Let me know.
What is the best way to organize a big database.
The way it works is that only I am allowed to touch or modify the database but interns help sometimes to collect data, we used to have the whole system excel based, back than we had the macro which by choosing 2 files it will integrate and mark in colors the changes.
How can I create something friendly to use which will update by pressing a button and also will show changes!! I am familiar with the update query, however:
it doesn’t track any changes.
I want to know other options.
To sum up the way of processing is:
I have the database and I need to split some data to smaller files so other employees will work on.
Then I will collect the files and integrate with the existing database, but since we are all human mistakes can happened that’s why I want to be able to track easily changes.
The updates are going to happen often. When I will give the intern a temp. table The possible changes are for example: address, phone number, price, they will do those researches based on current data which they will find online which information has been changed, and they will change the info which is on the temp. table, That is why I want to be able to know what exactly did they found out. Lets say if Product A (product ID1234) used to cost 10$ and today its 12$ from the same supplier. I just want to know and to see that the price for product ID1234 has been changed. Not only to have it updated to the back end database. For quality assurance I need to track which new input they did in relation to the product ID. (some times input by someone else which was done in wrong format or wrong column could affect big time on the quality of the reports)
So this was the explanation for what I need the reports
So in order to make those temp. tables, I want to create a form for it that by choosing region, category etc. and then clicking on a button it will automatically select the relevant records from the database, create a new table/access-file and then copy the selected records to the temp. table. So someone else could work on it...
Next thing is that it would be nice to know how can I create a template for tables, by template I mean to standardize by validation rules. some fields I'd like to have dropbox menu, some fields ready mask for phone number.... etc.
Final part, after they made the changes and saved the file (the temp. table which they were working on), I want to be able to update the back-end database via clicking on a button...
Looking forward to get the best solution!
Thanks in advance J
Michael
Okay for the temp tables thing:
why not split your database in a backend part (having all the tables) and a frontend part which contain the forms and tables the interns need? I'm guessing mostly it is going to be the same so you can even create multiple different frontend's to give to different interns incase they need other tables. There are a lot of articles out there about splitting a database and linking tables.
Then the thing about the record changes not sure is this is what your looking for but it could help, i haven't used it myself so not sure what it exacly does. But this may help you a bit.
http://support.microsoft.com/kb/197592
I would consider taking a look at the BeforeUpdate event for the form. You can trap the old and new values of textboxes if the form is bound to a table. You could loop through all the controls on your form and check for Me.Control <> Me.Control.OldValue. If they don't match, write both values to an auditing table so you can go back and check whenever you want to. I would include the following fields in your auditing table:
ChangeDate
TableName
ControlName
OldValue
NewValue
Then you can query that table any time you want to see what has changed.
I've got a list of clients who have certain tasks done on a weekly basis. Currently we use an excel spreadsheet that keeps track of this but I am in the works of automating it. In the process of moving this into our MS Access system, I have created a form that does this for a single day and can display a report that outputs in the manner I want the form to look but I cannot get the form to look like that so the user can see all the days of the week for all the clients at once. I suppose I could do this in a subform per client but it seems a bit messy...
The spreadsheet we currently use has Column headers that state the Date and the rows are sort of grouped up by client that are for the number of times the given action occured, the timestamp of when it happened and other various data that happened on that day.
For the life of me I cannot think of a way to view all the records for that given week, grouped in detail per client all at once on the form. I can think of some ways to do this through VBA with recordsets but would like to know is there is a simpler way to do this that is easier to maintain.
Is there a way to do this with the use of a query and a few small scale tricks that don't involve storing recordsets? Keep in mind that this is for Access 2000, I only wish we would upgrade to '03.
Why not use five subforms? One for today, another for tomorrow, etc for
the next five business days. – Tony Toews Sep 12 at 20:57
That is the answer I've gone with and it works BEAUTIFULLY with the setup we are using. Thanks for the wonderful idea!