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Access 2007 Forecast Data

Posted on 2012-03-27
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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.
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Question by:Sinjin2
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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
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Accepted Solution

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