asked on

How do I set up a report to show the historical statistics of the count of people per position they hold in each stage in the process we have them in?

I was given these formulas below to use based off the setup of my database:

Approved: Sum(IIf([2VisaProcessChecklist]![Lodged]<=[Up To This Date],1,0))

FiledLodged: Sum(iif([2VisaProcessChecklist]![VisaApprovedDate]<=[Up To This Date] AND ([2VisaProcessChecklist]![VisaApprovedDate]>[Up To This Date] or isnull([2VisaProcessChecklist]![VisaApprovedDate])),1,0))

SenttoFragomen: Sum(iif([2VisaProcessChecklist]![SenttoFragomenDate]<=[Up To This Date] AND ([2VisaProcessChecklist]![Lodged]>[Up To This Date] or isnull([2VisaProcessChecklist]![Lodged])),1,0))

CollectingCandidateInfo: Sum(iif([2VisaProcessChecklist]![FirstContacted]<=[Up To This Date] AND ([2VisaProcessChecklist]![SenttoFragomenDate]>[Up To This Date] or isnull([2VisaProcessChecklist]![SenttoFragomenDate])),1,0))

CandidateConsideringOpportunity: Sum(iif([2VisaProcessChecklist]![ReceivedName]<=[Up To This Date] AND ([2VisaProcessChecklist]![FirstContacted]>[Up To This Date] or isnull([2VisaProcessChecklist]![FirstContacted])),1,0))

Basically I have 5 stages in a work visa process. There is a position table, a visa status table, the employee table, a checklist table that holds the dates when each employee reaches each stage of the process. Let me know if you have questions for me on this as well.

Scott McDaniel (EE MVE )

That would depend on what you want your report to show (i.e. how much detail, etc). If you just want to show Counts, like the Number of people who are Approved, then just build a query that includes those 5 fields, and show that on your report. You'd have to "Join" your various tables together correctly, of course, but we really can't help with that, given the information in the question.

If you need details - like names, phone numbers, etc - then you'll need to first develope the queries that will drive that report. Once you've done that, you'd just use those queries to build a Report.

tlahpalli

ASKER

I've already done a query with those 5 statuses. The problem is that I don't know if the formulas I posted above are wrong or wording is wrong because when I enter a date into the [Up To This Date] field the counts it results in don't add up right. I need help making a formula for each status that will show the right results for any given date I want to enter.

ASKER CERTIFIED SOLUTION

Scott McDaniel (EE MVE )

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