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  1. #1
    HotelierDream is offline Advanced Beginner
    Windows 10 Office 365
    Join Date
    Dec 2020
    Posts
    31

    Use Query to Summarize Data by Date

    Hello All,



    I have been working with a plan to streamline some reports for a hotel, well part of it is that I have a XML import to do on a specified period of time. What I would like to do is take my table [G_TRX_CODE] and first move specific fields and records to a new table. Example:

    [G_TRX_CODE] TransLog
    TRX_CODE TransCode
    TRX_DATE_CHAR TransDate
    TRANSACTION_DESCRIPTION TransDescr
    Quantity Qty
    GROSS_AMT Total
    TC_Group Group

    I am wanting to do this as this table is the master list and will be updated nightly. I am sure this is easy to do but I cannot remember how.

    Once the new table is made I would like to make another one named [Monthly] that summarizes all the transactions. The records in TransCode, TransDate and TransDescr repeat daily so I am unsure how to do this. Could I also make the TransCode list reference a Table that has the master list of TransCodes,TransDescr & Group?


    Sorry to ask so many questions I am just trying to figure out the best way without making a million Queries..


    See attached DBTransV1.zip

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows 10 Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    52,892
    Doesn't matter if table is 'master' table and updated nightly, use a query. Same for the 'Monthly' table - don't - just build a query. I doubt a 'million' queries are needed. Use filter criteria to restrict record selection. Apply filter to forms and reports when opened.
    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.

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

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