Multiple Date Fields based on Criteria on the same Report Row
Bear with me as I try to explain my situation. I have a huge table - don’t ask – I inherited it, and yes, we are making headway).
Along with the standard name, and employee ID #, this table contains multiple fields to track license expirations, based on the type of equipment. To keep it simple, they are [Equip1License], [Equip2License], [Equip3License], etc., and for this part of my project, there are 9 total License fields I am working with.
Additionally, each of the different types of equipment has an [active] field tied to. This is a check box next to each date field. Essentially, not all employees are licensed for each of the 9 different pieces of equipment, and for the equipment they are licensed for, their current status on that equipment is either “active” or if unchecked, then “non-active”.
For example:
[Equip1License], [Active]
[Equip2License], [Active]
[Equip3License], [Non-Active]
[Equip2License], [Active]
[Equip3License], [Non-Active]
Every 2 years, the employee must recertify on the equipment for which they are licensed on. On the form that is used to show the status for each employee, we use conditional formatting to visually show the status of the License dates in terms of how close they are to expiring. Anything before today’s date will be red, meaning that technically their license had expired, and anything from today’s date looking forward +60 days, is shown in yellow, as an indicator that the expiration is coming due soon. That works fine.
I have individual reports for each piece of equipment, with the same conditional formatting on the license dates, and again, those work fine.
Finally…..here is where I am struggling. I have need for an overall license report for all 9 license fields, on the same report. I have set up induvial queries, that filter by active (-1), and then set the license date field criteria to “<Date()+60”. This pulls back all records of those employees who are active, and who’s license is either already expired or will be in the next 60 days. Again, each query works fine.
What I am doing with each of the 9 queries is appending them to a table, that has a field for employee name, employee # number, and then a field for each of the (9) license dates (one for each append query). You can see where this is going – if an employee has more than one license that is meets the criteria, then it creates a different record for each type of equipment. And when I carry this through to the report, the same issue applies.
[Employee Name] [Equipment1] [Equipment2] [Equipment3] [Equipment4] Jones, Bill 02/01/2020 Jones, Bill 01/19/2020 Jones, Bill 02/22/2020
What I would like is for everything to be on the same row as this:
[Employee Name] [Equipment1] [Equipment2] [Equipment3] [Equipment4] Jones, Bill 02/01/2020 01/19/2020 02/22/2020 Smith, John 03/03/20 Taylor, James 12/15/19 02/20/2020
I have tried using the group function in both the query, and on the report, but is still “stacks” the dates.
Any ideas would be greatly appreciated. I know I am close, but just missing that last piece of the puzzle.
Thanks.