Solved

Access 2007 Forecast Data

Posted on 2012-03-27
3
544 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

Master Your Team's Linux and Cloud Stack

Come see why top tech companies like Mailchimp and Media Temple use Linux Academy to build their employee training programs.

Question has a verified solution.

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

Occasionally there is a need to clean table columns, especially if you have inherited legacy data. There are obviously many ways to accomplish that, including elaborate UPDATE queries with anywhere from one to numerous REPLACE functions (even within…
A simple tool to export all objects of two Access files as text and compare it with Meld, a free diff tool.
Show developers how to use a criteria form to limit the data that appears on an Access report. It is a common requirement that users can specify the criteria for a report at runtime. The easiest way to accomplish this is using a criteria form that a…
In Microsoft Access, learn how to “cascade” or have the displayed data of one combo control depend upon what’s entered in another. Base the dependent combo on a query for its row source: Add a reference to the first combo on the form as criteria i…

809 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