Question

Create a Calculation Formula in Access

Asked by: Nubasian

I need help creating a calculation in Access. This calculation is the sum of money to be received if & when certain targets are met. The reason why I want to use Access is because that is where all the project data is stored. I was thinking I could create some kind of form, and plug in dates and yes, no answers, then get a result (sum).
For example
1.When a project starts, I get $75,000 (I'm thinking that a If - then expression would work for this but I'm not sure how to write it?)
2. When the project ends, I get $25,000 (Same thing here, I was thinking by just inputting a date in a field, then $25000 would get added to the sum)
3. Also, If the following three criteria is met, I get an additional $50,000
The 3 criteria are:  
A. "Actual Project End Date" is not more than 30 days of "Project Promised End Date"
B.  Final project costs are not over 105% of budget
C. Completed project is deliverd before "10/31/07" (This date will vary based on each project)
Can anyone tell me how I can create something in Access, using If-Then expressions, in a some kind of calculation form or query???? I need detailed instructions.

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Asked On
2007-05-24 at 17:03:28ID22593919
Tags

access

,

calculation

,

formula

,

query

Topics

Wireless Technologies

,

Microsoft Access Database

Participating Experts
3
Points
500
Comments
7

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Answers

 

by: FlysterPosted on 2007-05-24 at 17:51:40ID: 19153924

Hi Nubasian,

This is what I came up with. It seems to work:

SELECT tblProject.ProjectID, tblProject.[Projected Start Date], tblProject.[Actual Start Date], tblProject.[Project Promised End Date], tblProject.[Actual Project End Date], tblProject.Budget, tblProject.[Final project costs], tblProject.[Project Delivered Date], IIf([Actual Start Date] Is Null,0,75000) AS [Start Fee], IIf([Actual Project End Date] Is Null,0,25000) AS [End Fee], IIf([Actual Project End Date]-[Project Promised End Date]<30,1,0) AS Criteria1, IIf([Final project costs]<=([Budget]*1.05),1,0) AS Criteria2, IIf([Actual Project End Date]<[Project Delivered Date],1,0) AS Criteria3, IIf([Criteria1]+[Criteria2]+[Criteria3]=3,50000,0) AS Bonus
FROM tblProject;

Flyster

 

by: RamfublioPosted on 2007-05-26 at 19:07:30ID: 19163283

Hello,

I am not sure how your tables are set up, so I will assume that everything is in one table, tblProjects.

First, you would add three fields: Bonus_Start, Bonus_End, Bonus_Incentive
I assume that you have the following two fields: TotalBudget, FinalCost, DeliveryTargetDate

With complicated tests, I like to write two queries: one with the tests, and one with the results.

First query (qryProjectsWithTests):
SELECT tblProjects.*,  
[Actual Project End Date] IS NOT NULL AS IsCompleted,
[Actual Project End Date] <= [Project Promised End Date] + 30 AS IsOnTime,
[FinalCost] <= [TotalBudget] * 1.05 AS IsOnBudget,
[Actual Project End Date] <= [DeliveryTargetDate] AS MetTargetDate
FROM tblProjects;

Second query:
SELECT qryProjectsWithTests.* ,
Bonus_Start + Iif(IsCompleted, Bonus_End,0) +
Iif(IsOnTime AND IsOnBudget AND MetTargetDate, Bonus_Incentive,0) AS Bonus
FROM qryProjectsWithTests;

You would then make a form to allow the bonus amounts to be added to each project.

 

by: NubasianPosted on 2007-06-01 at 23:41:48ID: 19199994

Flyster & Ramfublio: I'm a access beginer user and don't really understand your instructions. I need further details on how to do what you're suggesting. Thanks! Nubasian.

 

by: laeijeborPosted on 2007-06-02 at 14:49:51ID: 19201730

You ought to use Flyster's SQL Statement in the record source of your form.
You'll need to change the fields ([table].[field]) to match the ones in your db.
If you're not sure how to find it:
1. Open up your form
2.  Double click on the background.
3.  Click on the tiny square box the top corner of the form design area. It should now be filled with a smaller black square.
4.  Click on the "Data" tab
5.  Copy and paste in your version of Fliyster's code.

I posted an image of what you should see:

http://www.ee-stuff.com/Expert/Upload/getFile.php?fid=3619

Then everything you want should show up in the add fields menu, Flyster's made that possible for you!

laeijebor

 

by: FlysterPosted on 2007-06-08 at 18:39:45ID: 19246897

Nubasian,

Laeijebor was gracious enough to provide the how to for my solution. (Thanks Laeijebor) If youre still not sure how to do it, then give me the name of your table and all the field names. Ill rewrite it and show you the easy way to make it work!

Flyster

20120131-EE-VQP-002

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