Solved

Access 2007 Forecast Data

Posted on 2012-03-27
3
547 Views
Last Modified: 2012-03-29
Data:

Table1: ProjectID, M1, M2, M3... M60
Table2: Project Data including project start date.

Query1: Gives us today's date - project start date in months. So we take the difference between today's date and the project approval date to get the difference in months as a number 1-60. The reason 60 is the max number is because we have no projects longer than 5 years 5x12=60.

So we have a project table, with key = project number and M1-M60 forecast fields. These fields contain projected spend $ for that period.

We have a query which tells us a number of months it has been since the project was approved.

So visualize when we open the form we want to see the selected projects current month + next 11 months worth of forecast data.

So if the month difference between start month and current month is 12, we would want to see period M12-M24 from the table that contains M1-M60.

We are having a problem relating the information from the query to get the appropriate 12 month period to display in our form which ultimately will act as an update query so that our project managers can update their budget for the next 12 months as part of a rolling forecast design.

Can you offer me a solution to this problem that I can either build into my query or write in VBA as a function. I'm a novice at VBA, I'm fairly confident in my Access 2007 skills. I can provide more information if needed.

Basically this is like a Dlookup in my eyes, but I couldn't get that to work, maybe I wrote it wrong.

Thanks for your help.
0
Comment
Question by:Sinjin2
  • 2
3 Comments
 
LVL 40

Expert Comment

by:als315
ID: 37775036
May be better will be to change Tables structure:
Table1: ProjectID, fields for project details
Table2: ProjectID, Period (may be sequental month number, may be date), some values for this period.
In this case you can use pivot tables and charts, other standard options
0
 
LVL 40

Accepted Solution

by:
als315 earned 500 total points
ID: 37775172
Look at sample (open Form1)
DBcombo.mdb
0
 

Author Comment

by:Sinjin2
ID: 37783722
I was able to adapt this idea through modifying my forecast table through union queries to align the data. I may alter the table in the future, but right now it's a link to SQL table and I have to go through a dev/stage/prod process to make the mod and I don't have time for that.

Great suggestion!
0

Featured Post

Independent Software Vendors: We Want Your Opinion

We value your feedback.

Take our survey and automatically be enter to win anyone of the following:
Yeti Cooler, Amazon eGift Card, and Movie eGift Card!

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
Parameter Query 33 50
SQL to JSON 14 30
Help with Progress 4gl Rounding Function 6 19
MS Access VBA For Each Field Designation 3 15
Access custom database properties are useful for storing miscellaneous bits of information in a format that persists through database closing and reopening.  This article shows how to create and use them.
You need to know the location of the Office templates folder, so that when you create new templates, they are saved to that location, and thus are available for selection when creating new documents.  The steps to find the Templates folder path are …
In Microsoft Access, learn the trick to repeating sub-report headings at the top of each page. The problem with sub-reports and headings: Add a dummy group to the sub report using the expression =1: Set the “Repeat Section” property of the dummy…
With Secure Portal Encryption, the recipient is sent a link to their email address directing them to the email laundry delivery page. From there, the recipient will be required to enter a user name and password to enter the page. Once the recipient …

740 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question