I need to pull a weekly percentage data set from a MS Access database.
Currently I can easily pull the cumulative total, but I need to break it down by week and I cannot seem to do it.
I am currently using two tables (Payments and Roster) and two queries from the (Payments) table and one from (Roster).
The structure is:
Table1: Payments
Columns: ACCO, INVOICE, DISC, DISCOUNT, Gross, Net, PaymentNet, Payment, BDATE, BSTA
Table: Roster
ID, Company
There are two different queries I use to select INVOICES from the Payments table and they are based on the BSTA (status code)
The query "PaymentTotal" selects all records and the query "PaymentUsed" selects all records that have the status code "PAID"
I used both queries so I can get the percentage of PAID invoices to the overall total for each Company.
"PaymentTotal" gives me a return of ALL invoice Gross, Net, PaymentNet, Payment.
"PaymentUsed" gives me a return of only PAID invoice Gross, Net, PaymentNet, Payment.
I use both queries to calculate the percentage of paid to overall.
I can easily get the cumulative results from the SQL below..
what I need is a breakdown by specific week ending date (BDATE)
The specific BDATE I will need will be supplied as a variable to the SQL stament
Here is the current working cumulative SQL Statement:
Select PaymentTotal.ACCO as ACCT, roster.COMPANY as Company, [PaymentTotal].[Sum Of GROSS] as [Payments Total], [PaymentTotal].[Sum Of Payments] as [Eligible Savings], [PaymentUsed].[Sum Of Payments] as [Actual Saved], [PaymentUsed].[Sum Of Payments]/[PaymentTotal].[Sum Of Payments] as [Percent], [PaymentTotal.Sum Of Payments]-[PaymentUsed.Sum Of Payments] as [Unused $$]" &_
"FROM roster INNER JOIN ([PaymentTotal] INNER JOIN [PaymentUsed] ON [PaymentTotal].ACCO = [PaymentUsed].ACCO) ON roster.ID = [PaymentTotal].ACCO
what can I do to filter out only a specific BDATE? Example if I were to give it a BDATE of '10/10/2008'
It is a WHERE clause, but I do not know what to do.. does it need to be in a new query or can I do something here?
My Current Queries:
"PaymentTotal"
SELECT DISTINCTROW Payments.ACCO, Sum(Payments.GROSS) AS [Sum Of GROSS], Sum(Payments.NET) AS [Sum Of NET], Sum(Payments.Payments) AS [Sum Of Payments], Sum(Payments.PaymentsNET) AS [Sum Of PaymentsNET]
FROM Payments
GROUP BY Payments.ACCO;
"PaymentUsed"
SELECT DISTINCTROW Payments.ACCO, Sum(Payments.GROSS) AS [Sum Of GROSS], Sum(Payments.NET) AS [Sum Of NET], Sum(Payments.Payments) AS [Sum Of Payments], Sum(Payments.PaymentsNET) AS [Sum Of PaymentsNET], Count(*) AS [Count Of Payments], Payments.BSTA
FROM Payments
GROUP BY Payments.ACCO, Payments.BSTA
HAVING (((Payments.BSTA)="PAID"));
You can use datepart function and get the last day of the week and then group on this field
DATEADD(d,7-DATEPART(w,BDATE),BDATE)
for example 2008-10-13, 2008-10-14, 2008-10-15 will become 2008-10-18
DATEPART(w,BDATE) will return you the week day as 1 for sunday, 2 for monday, etc
if you add (7 minus the datepart) it will give you the saturday of the week for each date then you can group on this.
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EGormlyAuthor Commented:
jfmador:
although I really appreciate the effort, that in not the issue.
The BDATE is already in the table, the variable will be supplied to match, so there is no need to "get" the last day of the week.
Every BDATE is a "last day of week"
I am asking HOW to group on it using the two queries and return results for s supplied BATE variable example: BDATE supplied is 10/10/2008. There are thousands of invoices that have the BDATE of 10/10/2008 and some are paid, I need to know what perentage are paid to each account on that BDATE.
You can use only one query using CASE expression, it act like an if and should be supported in Access, I gave you an exemple for net and number of invoice paid. you can add the other field if you want. The sum using the case will give you only amount for paid invoice and 0 for unpaid one.
SELECT DISTINCTROW Payments.ACCO,
SUM(CASE WHEN ((Payments.BSTA)="PAID") THEN Payments.Net ELSE 0 END) / SUM(Payments.Net) as PourcentageNet,
SUM(CASE WHEN ((Payments.BSTA)="PAID") THEN 1 ELSE 0 END) / COUNT(*) as NumberPaid
FROM Payments
GROUP BY Payments.ACCO;
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I know what you doing there, and it looks very promising, but I just can't translate it to MS Access..
your code example throws many errors I assume with the CASE or CASE WHEN part.
Sorry I tried the CASE statement in ACCESS 2007 and it don't seem to work,
Then I wrote the same statement using IIF instead of CASE and it worked,
SELECT Payments.ACCO,
SUM(IIF(((Payments.BSTA)="PAID"), Payments.Net,0)) / SUM(Payments.Net) as PourcentageNet,
SUM(IIF(((Payments.BSTA)="PAID"), 1,0)) / count(*) as PourcentagePaid,
FROM Payments
GROUP BY Payments.ACCO;
Sorry I made a mistake in the code that i posted, there is no coma after PourcentagePaid
Here is the new select statement
SELECT Payments.ACCO,
SUM(IIF(((Payments.BSTA)="PAID"), Payments.Net,0)) / SUM(Payments.Net) as PourcentageNet,
SUM(IIF(((Payments.BSTA)="PAID"), 1,0)) / count(*) as PourcentagePaid
FROM Payments
GROUP BY Payments.ACCO;
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EGormlyAuthor Commented:
This worked:
SELECT Payments.ACCO, Sum(IIf(((Payments.BSTA)="PAID"),Payments.Net,0))/Sum(Payments.Net) AS PourcentageNet, Sum(IIf(((Payments.BSTA)="PAID"),1,0))/Count(*) AS PourcentagePaid, Payments.BDATE
FROM Payments
GROUP BY Payments.ACCO, Payments.BDATE
HAVING (((Payments.BDATE)="10/03/08"));
Thank you so much!
Can you also tell me what this means :
"Sum(IIf(((Payments.BSTA)="PAID"),"
The first part : Sum(IIf(((Payments.BSTA)="PAID"),Payments.Net,0)) will give you the sum of the Payments.Net where BSTA is PAID, then when you divide it by SUM(Payments.Net) you'll get a pourcentage
The other sum : Sum(IIf(((Payments.BSTA)="PAID"),1,0)) will act like a count becase it will give 1 when BSTA is PAID and 0 if not, then the sum of 1 or 0 will give you the number of invoice paid
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EGormlyAuthor Commented:
Thanks for the explanation
I have it working now.
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EGormlyAuthor Commented:
perfect answer!
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DATEADD(d,7-DATEPART(w,BDA
for example 2008-10-13, 2008-10-14, 2008-10-15 will become 2008-10-18
DATEPART(w,BDATE) will return you the week day as 1 for sunday, 2 for monday, etc
if you add (7 minus the datepart) it will give you the saturday of the week for each date then you can group on this.