Results 1 to 6 of 6
  1. #1
    keiath is offline Competent Performer
    Windows 7 32bit Access 2010 32bit
    Join Date
    Sep 2013
    Posts
    162

    Auto populate a table

    I have a table that's called invoices that will be populated via a excel spread sheet. The Information that is imported is missing some detail, I could do this in excel but there can be 1000's of invoices for 1 site, I just want to import without messing about with the data in excel.



    (The query will sort and output into the form in the order I need)

    When I import the data it is missing the Expense Code Description, but has the Expense Code.

    I then created a table called Expense Code, that has the code number and the description

    Is it possible when i import the data that it can then add the description without the need for a form. The Exp Code field is already a combo box (as some invoices might be coded incorrectly and i need to be able to change it)

    Thanks

  2. #2
    ItsMe's Avatar
    ItsMe is offline Sometimes Helpful
    Windows 7 64bit Access 2010 32bit
    Join Date
    Aug 2013
    Posts
    7,862
    Would it be reasonable to join the expense code column with the other table's expense code and then retrieve the description using a query?

  3. #3
    keiath is offline Competent Performer
    Windows 7 32bit Access 2010 32bit
    Join Date
    Sep 2013
    Posts
    162
    That's what i was trying to do, but didn't seem to be working, however I went about it another way created a query (using both tables) and that gave all the information, and when I change the exp code it changes the description, this is what I wanted, just wanted to do it directly into the table, but as I said works just as well in the query, I will use the data just to import, but the query to display the results in need in the forms and reports.

    Thinking about it this is actually a cleaner way to do it as it means that i can change a exp code in the query and it will update the table and same vis-a-versa.

    I then created another query so that i can sub total by group.

    This now gives me two things for the report a summary of invoices by code, and a detailed invoice listing.

    One thing I would like to know is it possible to sub total in the query for each exp code?

  4. #4
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    53,625
    That is an aggregate (Totals) GROUP BY query.

    Or use report Grouping & Sorting features with aggregate calcs in footer section. This allows display of detail records as well as summary calcs.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  5. #5
    ItsMe's Avatar
    ItsMe is offline Sometimes Helpful
    Windows 7 64bit Access 2010 32bit
    Join Date
    Aug 2013
    Posts
    7,862
    Quote Originally Posted by keiath View Post
    ... i can change a exp code in the query...
    You want to edit/update data in the table. You can do this via some queries. Use a form to view, edit, add data. If you need to edit a category for a given record, edit the primary key value.

  6. #6
    keiath is offline Competent Performer
    Windows 7 32bit Access 2010 32bit
    Join Date
    Sep 2013
    Posts
    162
    Quote Originally Posted by keiath View Post
    That's what i was trying to do, but didn't seem to be working, however I went about it another way created a query (using both tables) and that gave all the information, and when I change the exp code it changes the description, this is what I wanted, just wanted to do it directly into the table, but as I said works just as well in the query, I will use the data just to import, but the query to display the results in need in the forms and reports.

    Thinking about it this is actually a cleaner way to do it as it means that i can change a exp code in the query and it will update the table and same vis-a-versa.

    I then created another query so that i can sub total by group.

    This now gives me two things for the report a summary of invoices by code, and a detailed invoice listing.

    One thing I would like to know is it possible to sub total in the query for each exp code?
    I think this is totally the way to do this, allow tables/Queries to collect/sort data and then let the report itself subtotal etc

    Thanks to you and ItsMe

Please reply to this thread with any new information or opinions.

Similar Threads

  1. Auto populate date field in payment table
    By jeffrey.ccs in forum Access
    Replies: 4
    Last Post: 11-08-2012, 04:44 PM
  2. Replies: 1
    Last Post: 08-22-2012, 01:24 PM
  3. Replies: 2
    Last Post: 08-22-2012, 07:59 AM
  4. Auto-populate from another table
    By Palladian1881 in forum Access
    Replies: 2
    Last Post: 08-16-2011, 11:29 AM
  5. auto populate and table relationships
    By jmarti57 in forum Access
    Replies: 0
    Last Post: 11-09-2008, 09:50 PM

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
Other Forums: Microsoft Office Forums