I have created an excess project for my sales department that they will use as part of their forecasting process. First I created a pass-through query to bring all the data into a make table that I could build on, this is working just fine. Next I built to make table queries with parameters to allow the sales manager to choose date ranges and various product types, these are all working as planned.
I then created a make table query using a limited amount of fields to just focus on totals for each individual customer.
Also I created macros to run all of these various functions from the switchboard for ease-of-use since the individual using this project has limited skill sets when it comes to access.
The last thing I would like to try to do as I automate this procedure is on the totals query I would like to figure out a way to create subtotals based on certain characters contained in the part numbers, we sell either assemblies or subassembly's – that is how I'm trying to group them. The subassemblies have distinct characters in their smart part number that could be used for filtering, at this point I am unsure as to how to create criteria that will do this. I can then shotern the actual repost to only shoe units and sub-assembly totals for each customer with date ranges, the sales dept can then use these to graph forecasting trends for the year.
Any help you can give me in this matter would be much appreciated.
This is what have now
Customer ABC has
AssmUnitsRed - 5 ea
AssmUnitsBlue - 5 ea
AssmUnitsGreen - 5 ea
AssmUnitsYellow - 5 ea
AssmUnitsOrange - 5 ea
Subtotal of 25 units
SubAssmRed - 10
SubAssmBlack - 10
Subtotal of 20 sub units
What I would like is
Customer ABC
Totals Units = 25
Total Sub Units - 20