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  1. #1
    crusader is offline Novice
    Windows 7 64bit Access 2010 64bit
    Join Date
    Feb 2016
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    4

    Transaction Details Query for all but first 4 Transaction Dates (Total Transactions Vary)

    I am using Access 2010 and have tried to search for an answer to the following question without success. I came across some SQL code, but had difficulty matching it to my specific needs. I don't know VBA/macros.

    I need to build a query that will show all the fields for each customer, limited to all but the first 4 transaction dates - grouped by customer. In other words, if the customer has 9 transactions, I need details of the last 5; if the customer has 7 transactions, I need details of the last 3 transactions - by date.

    Conversely, I also need to build a query that will give details of the first/last n (lets say 4) transactions - again, by date.



    All help will be greatly appreciated!

    CustomerID OrderID OrderDate Amount
    1 1 1/1/15 200
    1 2 1/6/15 300
    2 3 1/2/15 50
    1 4 1/3/15 60
    3 5 1/2/15 900
    2 6 1/9/15 400
    1 7 1/12/15 300
    3 8 1/3/15 100
    2 9 2/1/15 200
    1 10 2/2/15 66
    3 11 2/15/15 90
    2 12 2/11/15 500
    2 13 2/9/15 100
    1 14 2/9/15 300
    3 15 2/28/15 250
    1 16 2/27/15 444
    2 17 2/16/15 700
    3 18 2/20/15 300
    3 19 1/19/15 650
    2 20 1/30/15 125
    3 21 1/1/15 700
    1 22 2/3/15 100
    1 23 2/5/15 250
    3 24 2/7/15 190
    2 25 2/22/15 900

  2. #2
    Join Date
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    Steamboat Springs
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    You will need to build a subquery. Look at this Link http://allenbrowne.com/subquery-01.html

    Here is an example of selecting the top 4 dates in your table

    SELECT Sheet1a.CustomerID, Sheet1a.OrderID, Sheet1a.OrderDate, Sheet1a.Amount
    FROM Sheet1a
    WHERE (((Sheet1a.OrderDate) In (Select top 4 [Sheet1a].OrderDate from sheet1a)))
    GROUP BY Sheet1a.CustomerID, Sheet1a.OrderID, Sheet1a.OrderDate, Sheet1a.Amount;

  3. #3
    NTC is offline VIP
    Windows 7 64bit Access 2013
    Join Date
    Nov 2009
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    2,392
    there is an embedded feature in query design that I rarely use but may give you what you seek; In the ribbon while in Query Design - look for the 'Return' feature; I believe that might work when coupled with the appropriate sort criteria.

  4. #4
    crusader is offline Novice
    Windows 7 64bit Access 2010 64bit
    Join Date
    Feb 2016
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    4

    Not getting the result I am looking for

    Quote Originally Posted by alansidman View Post
    Here is an example of selecting the top 4 dates in your table

    SELECT Sheet1a.CustomerID, Sheet1a.OrderID, Sheet1a.OrderDate, Sheet1a.Amount
    FROM Sheet1a
    WHERE (((Sheet1a.OrderDate) In (Select top 4 [Sheet1a].OrderDate from sheet1a)))
    GROUP BY Sheet1a.CustomerID, Sheet1a.OrderID, Sheet1a.OrderDate, Sheet1a.Amount;
    Thank you for the suggestion, alansidman.

    Running the SQL returns the following result.

    CustomerID OrderID OrderDate Amount
    1 1 01/01/2015 $200.00
    1 2 01/06/2015 $300.00
    1 4 01/03/2015 $60.00
    2 3 01/02/2015 $50.00
    3 5 01/02/2015 $900.00
    3 8 01/03/2015 $100.00
    3 21 01/01/2015 $700.00

    What I am looking for is top 4 records for each customer - for a total of 12 records given that I have 3 distinct customers.

  5. #5
    crusader is offline Novice
    Windows 7 64bit Access 2010 64bit
    Join Date
    Feb 2016
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    4
    Quote Originally Posted by NTC View Post
    there is an embedded feature in query design that I rarely use but may give you what you seek; In the ribbon while in Query Design - look for the 'Return' feature; I believe that might work when coupled with the appropriate sort criteria.
    Thank you for the suggestion, NTC. From what I can tell, the Return feature is largely a display option as opposed to affecting the underlying query.

    Alansidman's suggestion seems the route to go; what it needs is code that will pull the first 4 transactions (by date) for each customer. As the code stands, it pulls the first 4 dates without factoring in individual customers.

    I hope I am explaining my need clearly. I will be happy to provide further clarification if needed. All help will be greatly appreciated.

  6. #6
    Join Date
    Apr 2010
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    Steamboat Springs
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    2,486
    I understand your issue and have been attempting to resolve using multiple queries without success. Will continue to work, but hopefully someone else will have a breakthrough as I have minimal available time today.

  7. #7
    crusader is offline Novice
    Windows 7 64bit Access 2010 64bit
    Join Date
    Feb 2016
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    4

    Thumbs up

    Issue resolved! The following code worked for me:

    Code:
    SELECT Table1.CustomerIDTable1.OrderIDTable1.OrderDateTable1.Amount
    FROM Table1
    WHERE Table1
    .OrderDate IN
    (Select top 4 OrderDate
    FROM Table1 
    AS Dupe
    where Dupe
    .CustomerID Table1.CustomerID
    Order by Dupe
    .CustomerID DESCDupe.OrderDate DESC)
    order BY Table1.CustomerIDTable1.OrderIDTable1.OrderDateTable1.Amount
    Alansidman and NTC: your support is greatly appreciated!

  8. #8
    Join Date
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    Steamboat Springs
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    Ok. Rembered this: http://www.datapigtechnologies.com/f...spergroup.html

    You will need to have a second table for dates.

    Edit: Glad you figured it out Same principle as above.

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

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