Results 1 to 4 of 4
  1. #1
    snipe's Avatar
    snipe is offline Competent Performer
    Windows 7 64bit Access 2003
    Join Date
    Sep 2013
    Posts
    287

    Stumped on creating an approval percentage

    Hey guys, so I have I have form that tracks credit approvals with 3 credit providers. Very simple form "Did the customer apply for [credit provider]?" If the answer is yes, another option group appears to say "Were they approved?"

    A 1 is a yes, a 2 is a no, in the table. My table looks like this:



    Click image for larger version. 

Name:	Screen Shot 2015-03-27 at 11.58.16 AM.png 
Views:	6 
Size:	27.9 KB 
ID:	20172

    I am trying to make a report that gives me approval percentages for all providers for a date range specified on the main form.

    I can't figure out how to use the Totals to sum these correctly. I pretty much need a count of each column where that column equals 1. I tried:
    Click image for larger version. 

Name:	Screen Shot 2015-03-27 at 12.00.55 PM.png 
Views:	6 
Size:	15.8 KB 
ID:	20173
    But that only works when I do 1 category at a time. Without making a bunch of append queries to a table and doing them all separate, how can I do this simply?

    Thanks!

  2. #2
    orange's Avatar
    orange is offline Moderator
    Windows XP Access 2003
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,726
    snipe,
    Can you pass the data in that table to us as a csv?
    And you haven't shown us where category fits??

    Don't know that I can help, but having the data and "the issue" will give it a try.

  3. #3
    snipe's Avatar
    snipe is offline Competent Performer
    Windows 7 64bit Access 2003
    Join Date
    Sep 2013
    Posts
    287
    T_Finance_csv.csv.zip

    The table isn't populated yet. The snippet above is just some generic test data. But I'll attach it so you can play around.

    The columns (sorry, I called them categories earlier) show if a customer applied for a provider, and then if they were approved. [Sync] = 1 means a customer applied for "Synchrony", a 2 means they declined to apply. [SyncAppr] =1 means they were approved for Synchrony. [SyncAppr] can be null if the customer declined to apply. The three companies are "Synchrony" (primary financing, interest free), "RMC" (secondary, financing with interest), and "Acceptance Now [ANOW]" (tertiary, rent-to-own financing). If a customer is approved for Sync, they very rarely will apply for RMC or ANOW, so there will be nulls for those most of the time. A null value does not equal a 2.

    I just need a sum of the total applications, and the total approvals for each provider. I know I can do this just buy making 6 append queries; any time the report button is pressed, the table would be cleared and repopulated by the append queries. For my own gain in knowledge, I wanted to see if this could be done purely with a a couple queries.

    Did that answer your questions?

  4. #4
    orange's Avatar
    orange is offline Moderator
    Windows XP Access 2003
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,726
    OK for now, and not promising anything. I like your "play around" term --- that's about it.

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

Similar Threads

  1. stumped
    By lightkeepr in forum Access
    Replies: 2
    Last Post: 01-14-2013, 10:33 AM
  2. Replies: 1
    Last Post: 11-27-2012, 02:49 AM
  3. Approval/Verification Database
    By zool in forum Access
    Replies: 3
    Last Post: 10-09-2012, 01:53 AM
  4. Stumped on date
    By tmcrouse in forum Queries
    Replies: 2
    Last Post: 12-29-2011, 02:45 PM
  5. Creating a percentage of total records report
    By sai_rlaf in forum Reports
    Replies: 3
    Last Post: 08-12-2011, 11:39 AM

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