Access: Forms, Subforms and Queries - forms

According to the searching I've done over the past couple of days, what I'm trying to achieve should be fairly straightforward but nothing that I've found has solved my problems. This is my first time at using Access, or SQL at all. Apologies in advance for the length of the question.
Essentially I need to pick up a value from one table and multiply it by another in the another table, and then store the result in the second table, via forms and subforms.
The Problem:
I'm attempting to create a database of projects, part of which is a quotation tool. The database has several tables covering all the required inputs for our project managers, most of which are linked to the PKs of their parent tables.
My current attempt has a form (frmJobDetails) giving the details of the each project (linked to tblJobs). This form has two subforms:
frmJobRolesSubform details who's working on the project in what role ( and, notably, their sale rate.
frmJobProcessesSubform details the tasks, who's allocated to which task and the estimated number of hours to complete.
Both subforms link to their own tables (tblJobs_Roles and tblJobs_Processes respectively).
frmJobProcessesSubform obtains the people working on the project and their roles from frmJobRolesSubform so the manager can allocate a person to a task on frmJobProcessesSubform. This is done via a combobox: cboRole.
So far, so good.
I'm needing to obtain the sale rate of the person working on the given task so that I can calculate the cost of the task. Specifically, I'd like a field on the subform to calculate the cost of the task and then store it in tblJobs_Processes.
My Attempts
I've attempted to build a query (qryProcessCost) that calls cboRole, either as an expression in the Field cell or in the Criteria cell ([Forms]![frmJobsProcessesSubform]![cboRole]).
I'm aware this can't successfully when the form isn't active, but I'm getting Access' request for input for [Forms]![frmJobsProcessesSubform]![cboRole] when selecting from the subform. The query runs successfully when example values are hardcoded into the query. The query should, obviously, only return a single value.
I've tried setting the ControlSource of a textbox to [qryProcessCost]![dblProcessCost] (where dblProcessCost is the calculated field), but this can't then write to the table (as far as I can deduce). Also, I get a #Name? error in the cell and I can't seem to get to the bottom of that.
I've tried setting the RecordSource property of a combobox to SELECT [qryProcessCost]![dblProcessCost] FROM [qryProcessCost], and the ControlSource to the relevant field of the table. While this would be a clunky solution, it actually doesn't work anyway as it fails to pick up the value of [Forms]![frmJobsProcessesSubform]![cboRole].
I've tried using an intermediate textbox to determine what value cboRole is passing, and I'm happy with that - the primary key of the role assigned in frmJobsRolesSubform.
The Question:
I'm guessing that I'm probably going to have to resort to VBA at this point to get what I want but I'm unfamiliar with the Access VBA structures (though I've used Excel VBA a fair bit).
Anyone got any ideas, hints, suggestions or pointers?
Cheers in advance,
Aaron

In case anyone else has a similar problem, I've posted my complete solution below:
I implemented Gene's correction to my references, which provided something, but the query wouldn't update when the fields on the form were changed. As I noted in the question, I also really wanted it to be a text box rather than a combo box for usability reasons but wasn't sure how to have a Record Source and Control Source for a text box.
I ended up going round in circles, via VBA and macros and several types of error and happened upon a suggestion to use a DLookUp here. I hadn't been able to get them to work for this particular problem before, but I managed to make it work this time. Specifically, I put the DLookUp in the following macro:
SetProperty
Control Name txtBudgetCost
Property Value
Value =DLookUp("[dblCostRate]","[tblJobs_Roles]","[pkJobs_RoleID]="[cboRole])*[txtBudg‌​etHours]
This macro was used for the After Update event of the relevant fields on the subform.
Setting the value property of a field to a DLookUp meant that I could set the Control Source property of a the text box txtBudgetCost to the relevant field in the table, to obtain the desired behaviour.
Both cboRole and txtBudgetHours are fields on the same subform as the field txtBudgetCost.
The only problem with this solution is that, when the subform is viewed in the Datasheet view, a #Name? error is given for the new record row. I probably just need to enter some error handling somewhere, though I haven't given much thought for what it should be just yet.
Cheers,
Aaron

Related

Problem with connecting ADODB.Recordset to a forms RECORDSET on the On Open event of the form

I have an access project that is "linked" to a SQL database that now works like a charm. The last problem I solved was, making sure any Boolean fields be turned to bits with default of 0, and adding the TIMESTAMP in SQL due to the fact that ACCESS is not so much of a genius with record locking (so I was told) .
Now that I tried to connect direct to SQL server by using an ADODB.Recordset and setting the forms.recordset to the recordset, at the OnOpen event of the form, (this recordset runs a stored procedure in SQL, I get the data fine but get the error locking (write conflict) back.
This ADODB.Recordset cursorlocation is set to "adUseClient".
Obviously I no longer have the forms recordsource attached or assigned to the linked SQL table anymore.
Am I missing something? do I need to assign anything to the forms recordsource?
The Idea is trying to connect directly thru the use of stored procedures instead of linked tables.
thanks so much for any help.
The adding of timestamp is a VERY good idea. And do not confuse the term/name used timestamp to mean an actual date/time column. The correct term is "row version".
This issue has ZERO to do with locking. The REASON why you want this column added is because then Access will use that column to determine when the record is dirty, and more imporant figure out that the record been changed. If you omit this column, then access reverts to a column by column testing approach. Not only does this cause more network traffic, but worse for real type values, due to rounding, you can get the dredged this record has been changed by another user. But, it not been changed, and even columns with floating point values will cause access to error out with that changed record.
So, for all tables, and you even see the option included in the SSMA (the access to sql migration wizard that this option is available (and I believe it is a default).
So yes, it is HIGH but VERY high recommended that you include/add a rowversion column to all tables - this will help Access in a HUGE way.
And as noted, there is a long standing issue with bit fields that don't have a default setting. so, you don't want to allow bit fields to be added/created with a null value. So, ensure that there is a default value of 0 (you set this sql server side).
Ok, now that we have the above cleared up?
It not really all that clear as to why you want or need or are adopting a store procedure and code to load/fill up the form. You not see any better performance if you bind the form DIRECTLY to the linked table. Access will ONLY pull the reocrds you tell that form to load.
So, bind the form directly to the linked table. Then, you can launch/open the form say to once reocrd with this:
docmd.OpenForm "frmInvoices",,,"InvoiceNum = 123"
Now, you would of course change the above "123" to some variable or some way to prompt the user for what invoice to work on.
The invoice form will then load to the ONE record. So, even if the form bound (linked table) has 2 million rows? Only ONE record will come down the network pipe. So, all that extra work of a store procedure, creating a recordset and pulling it ? You will gain ZERO in terms of performance, but you are writing all kinds of code when it simply not required, and you not achieve any superior performance to the above one line of code that will automatic filter and ONLY pull down the record that meets the given criteria (in this example invoice number).
So:
Yes, all tables need a PK
Yes, all tables should have a rowversion (but it called a timestamp column - nothing to do with the actual time).
Yes, all bit fields need a default of 0 - don't allow null values.
And last but not least?
I don't see any gains in performance, or even any advantages of attempting to code your way though this by adopting store procedures and that of introducing reocrdset code when none is required, but worse will not gain you performance anyway.

Getting ID fields from the primary table into the linked table via Form

As an amateur coder for some years I have generally used sub forms when dealing with linked tables to make the transfer of ID field from primary to sub nice and simple...
However in my latest project the main form is a continuous form with a list of delivery runs (Date, RunName, RunCompleted) etc... Linked to this primary table is a delivery list containing (SKU of product, Qty etc...). I use a simple Relationship between the two tables.
Now, On the main (RUNS) form at the end of each row is a button that opens the DELIVERIES form and displays all records with matching RUNID
This is fine for displaying pre-existing data but when I want to add new records I have been using the following code attached to the OnCurrent event:
Me.RunID = DLookup("[RunID]", "tbl_BCCRuns", "RunID = " & Forms![frm_BCC_Runs_list]![RunID])
I have also used:
Forms![frm_BCC_Deliveries].Controls![RunID] = Forms![tbl_BCCRuns].Controls![RunID]
(Note: above done from memory and exact code may be incorrect but that's not the problem at hand)
Now... Both these options give me what I need however...
I find that as I am working on the database, or if you open certain forms in the right order (a bug I need to identify and fix clearly) you can open the DELIVERIES form without the filter (to view all deliveries for arguments sake) and the top entry (usually the oldest record) suddenly adopts the RUNID of the selected record back in the main form.
Now, my question is this, and the answer may be a simple "no" and that's fine, I'll move on...
Is there a better way, a way I am not familiar with or just don't know about due to my inconsistent Access progress, to transfer ID's to a form without risking contamination from improper use? Or do I just have to bite the bullet and make sure that there is just no possible way for that to happen?
In effort to alleviate the issue, I have created a Display Only form for viewing the deliveries but there are still times when I need to access the live historical data to modify other fields without wanting to modify the RUNID.
Any pointers greatly appreciated...
Since you only want to pull the RunID if the form is on a new record row, do a check to verify this is a new record.
If Me.NewRecord Then
Me.RunID = DLookup("[RunID]", "tbl_BCCRuns", "RunID = " & Forms![frm_BCC_Runs_list]![RunID])
End If
Could also consider a technique to synchronize parent and child forms when both are subforms on a main form (the main form does not have to be bound) https://www.fmsinc.com/MicrosoftAccess/Forms/Synchronize/LinkedSubforms.asp

ms access all the data in my table does not show up in my form

I hope my question makes sense, I'll try to give as much info as possible.I should probably start off by saying this is the first access database (any database) I have ever done and my knowledge comes from trial and error as well as youtube and the occasional google search...NOOB
So I'm attempting to build a database using microsoft access (2007) for the first time (Student Records in my department). I have pulled in all the data I had available (names, major, graduate, advisor etc.) and made several appended tables for additional data using an append query (usually just pulling over name and ID# and major, and then adding the information that is related to the particular table).
Now I am going through the paper files (which we would like to get rid of) to update any missing data or add new students that we didn't have stored anywhere electronically.
I have created a form in which I can add new records or edit/add already available data that I need.
The problem that I have is that it pretty much pulls up everything I need except the occasional record (which I do a search in the search field on the bottom using the ID#) so I figure hey I must not have this student and add it, when I hit save it basically tells me this record can't be added as there already is a conflicted value. And when I check my table sure enough the record is there. In the form query where I check what tables the field's information is pulled from I have no criteria in there to filter any information out, the relationships overall are just based on the ID# (which is my primary key in all tables). When I check the data everything seems to be correct (not a wrong major, etc.) so I can't quite figure out why some records are not being pulled up.
My question is why and what can I do to fix it...
I hope my explanation is not to confusing. Thank you in advance.

Visio 2013: How to trigger a change in databinding of all shapes

I have a nice process overview for our ordering process in Visio. I have an external data source (SQL Server), which works fine. Every record in my data source represents one ordering process. Currently all my shapes of the process are linked to the first record of the data source.
Now I want to add a dynamic behavior. What I want to achieve is this:
A user provides the order reference in a textbox (order reference is a column in the data source)
Afterwards the user clicks a button
After the button click, the process is updated and all shapes are now linked to the external data source record, that matches the provided order reference
So in short: the user should be able to select which process that needs to be visualized.
I assume that this is common functionality, but I don't see how I can deal with this requirement. I've searched already some days on this issue, but without any success.
Can you help me with this issue?
Thanks a lot!
Problem solved :-)
Some old school VBA was required. Using the DataRecordSet object did the trick. It contains a method GetDataRowIDs that you can use to query the external dataset. Once you have the record to visualize, it's just a matter of dynamically updating the shapes with the correct record. Use macro recording to see how to do this.
MSDN: http://msdn.microsoft.com/en-us/library/office/ms195694(v=office.12).aspx

When a teacher add an assignment, all the student names appear. How to do it?

I have a task to create a database to track student results in a school. I came out with a set of relationships between the tables according to the 3 forms of normalisation(I hope I got it right. If not, please enlighten me).
One feature that I want to put in the Filemaker app is that when a teacher want to enter some assignment marks, he will just need to create a new submission record and all the student names in the class will appear.
I could not think how this feature can be done in Filemaker. I can only create a new submissions record and key in a student's score, then create another new record to do the same thing for a second student.
Can someone help? I am a teacher, not a Filemaker developer so please correct me if my database tables are done wrongly.
Update:
I will like the output to be like this
Spreadsheet is not suitable because it can't be used to search/sort easily.
I have a quick sample file here. It's an old sample and it uses a different (but similar) model. Basically the idea is that: You have a calculated field (I use a repeating field) to display the data. You also have a global repeating field that serves as an editing widget. Each time you go to a record you fill this field's reps with data from related records (using a OnRecordLoad trigger). This doesn't mean the field shows the same data for all records, because its conditional formatting rules are set to hide all data; so it only shows a piece of data when you actually enter one of its repetitions. This is the data that can be edited. And finally there's a trigger that fires each time you exit the field and posts your changes to the related table (adds, updates, or deletes).
The sample isn't quite complete because if there's fewer data columns than repetitions, you'd probably want to somehow lock the remaining repetitions; this part isn't done. Otherwise it works fairly well. In FM 12, however, it tends to freeze the app; I reported this to FMI, they acknowledged it, but I don't think it has been fixed already.