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Access Query
The purpose of the report is to determine what progress has been made from month to month. The steps for each client are Identify, Qualify, and Pursue. The report should be automatically able to pull the current status from the current month as well as the status from the previous month. My tables includes the below columns. What would be the best approach to create the query to build the reports attached.
-Status (dropdown: Identify, Qualify, Pursue)
-Identify Start Date
-Identify Completion Date
-Qualify Start Date
-Qualify Completion Date
-Pursue Start Date
-Pursue Completion Date
-Next status Completion Date
i.e. Say I have client ABC and it has moved from identify to qualify I will mark identify as completed with completion date 8/15. It should be similar to an IF statement if task is marked as complete then the date would be under Month of August.
Reports.xlsx
-Status (dropdown: Identify, Qualify, Pursue)
-Identify Start Date
-Identify Completion Date
-Qualify Start Date
-Qualify Completion Date
-Pursue Start Date
-Pursue Completion Date
-Next status Completion Date
i.e. Say I have client ABC and it has moved from identify to qualify I will mark identify as completed with completion date 8/15. It should be similar to an IF statement if task is marked as complete then the date would be under Month of August.
Reports.xlsx
Can you export the table to an empty Access database with some sample data and attach it here. That way it will be easier to generate the queries
is it one table or more than one?
could you align the columns to each table if more than one please.
and, identify a column in each table that would allow them to join
e.g. "studentID"
sample data would also help answer quickly.
can I also suggest you use the actual table and field names, this means you don't have to "translate" generic replies to match your situation.
could you align the columns to each table if more than one please.
and, identify a column in each table that would allow them to join
e.g. "studentID"
sample data would also help answer quickly.
can I also suggest you use the actual table and field names, this means you don't have to "translate" generic replies to match your situation.
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