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Need query to separate 2 entry types in a table field



 
 
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  #1  
Old November 20th, 2004, 10:43 PM
Jan Il
external usenet poster
 
Posts: n/a
Default Need query to separate 2 entry types in a table field

Hi all Access 2002 XP - Windows 2000 SP4

I now have a field in a table that records both Checks and Debit Card
transactions. I would like to be able to sort the two types of transactions
to be displayed on a form, using a filter form.

I need to separate the two types of transactions; i.e., Check and DBT from
the same CheckDBT field. I've been working on this for a while, and trying
to use different criteria for the query, but, I'm not having any luck
separating the two transaction types to sort by and display as a separate
transaction on the record form. Do I need to use a separate query for each
transaction type using specific criteria? Or...is there a way I can set
criteria in the
existing query to do any 'either/or' from the filter form control?

I now have a control to enter a Check no and call it up in the record form,
and this does work fine. But, I also want to call up the debit card
transactions to review by date period, or all of them at once. I have a
control and command button created for this on the filter form, however, I
am not sure how, or where, the query or code should be entered to separate
the DBT entries from the Check Numbers that are in the same field.

Here is the SQL for the current query for the record form.

PARAMETERS [Forms]![frmCheckingRecFilter]![TxtDate1] DateTime,
[Forms]![frmCheckingRecFilter]![TxtDate2] DateTime;
SELECT T.BeginBal, T.CheckNo, T.TransactionDate, T.Transaction,
T.CheckDBTAmt, T.DepositAmt, T.TransactionType, T.Comment, (SELECT
SUM(Nz(DepositAmt, 0) - Nz(CheckDBTAmt, 0) + Nz(BeginBal,0))
FROM MyCheckRegister T1
WHERE T1.TransactionDate = T.TransactionDate) AS RunningBalance
FROM MyCheckRegister AS T
WHERE (((T.TransactionDate) Between
[Forms]![frmCheckingRecFilter]![TxtDate1] And
[Forms]![frmCheckingRecFilter]![TxtDate2])) OR
((([Forms]![frmCheckingRecFilter]![TxtDate1]) Is Null)) OR
((([Forms]![frmCheckingRecFilter]![TxtDate2]) Is Null))
ORDER BY T.CheckNo, T.TransactionDate;

I would truly appreciate any suggestions on the best course of action.
Query...or code for form controls?

Jan


  #2  
Old November 21st, 2004, 04:34 AM
Steve Schapel
external usenet poster
 
Posts: n/a
Default

Jan,

How do you tell if it is a Check or DBT transaction?

--
Steve Schapel, Microsoft Access MVP


Jan Il wrote:
Hi all Access 2002 XP - Windows 2000 SP4

I now have a field in a table that records both Checks and Debit Card
transactions. I would like to be able to sort the two types of transactions
to be displayed on a form, using a filter form.

I need to separate the two types of transactions; i.e., Check and DBT from
the same CheckDBT field. I've been working on this for a while, and trying
to use different criteria for the query, but, I'm not having any luck
separating the two transaction types to sort by and display as a separate
transaction on the record form. Do I need to use a separate query for each
transaction type using specific criteria? Or...is there a way I can set
criteria in the
existing query to do any 'either/or' from the filter form control?

I now have a control to enter a Check no and call it up in the record form,
and this does work fine. But, I also want to call up the debit card
transactions to review by date period, or all of them at once. I have a
control and command button created for this on the filter form, however, I
am not sure how, or where, the query or code should be entered to separate
the DBT entries from the Check Numbers that are in the same field.

Here is the SQL for the current query for the record form.

PARAMETERS [Forms]![frmCheckingRecFilter]![TxtDate1] DateTime,
[Forms]![frmCheckingRecFilter]![TxtDate2] DateTime;
SELECT T.BeginBal, T.CheckNo, T.TransactionDate, T.Transaction,
T.CheckDBTAmt, T.DepositAmt, T.TransactionType, T.Comment, (SELECT
SUM(Nz(DepositAmt, 0) - Nz(CheckDBTAmt, 0) + Nz(BeginBal,0))
FROM MyCheckRegister T1
WHERE T1.TransactionDate = T.TransactionDate) AS RunningBalance
FROM MyCheckRegister AS T
WHERE (((T.TransactionDate) Between
[Forms]![frmCheckingRecFilter]![TxtDate1] And
[Forms]![frmCheckingRecFilter]![TxtDate2])) OR
((([Forms]![frmCheckingRecFilter]![TxtDate1]) Is Null)) OR
((([Forms]![frmCheckingRecFilter]![TxtDate2]) Is Null))
ORDER BY T.CheckNo, T.TransactionDate;

I would truly appreciate any suggestions on the best course of action.
Query...or code for form controls?

Jan


  #3  
Old November 21st, 2004, 03:38 PM
Jan Il
external usenet poster
 
Posts: n/a
Default

Hi Steve :-)


Jan,

How do you tell if it is a Check or DBT transaction?


In the table field I can enter DBT for the debit card pruchase, or the check
number, i.e., 1002 or DBT.

In the Entry form, when the DBT is entered into the CheckNo control, the
code in the dorms module adds a number to it so that it is then a sortable
AlphaNumerical entry, such as DBT00001. Thus, it can separate the DBT
transaction entries from the Check numbers and make them also sortable
numerically. Here is the code for the form module.

Option Explicit

Private Function NextDBTNumber() As String

' This function finds the highest "DBT" check number currently on
' file and adds 1 to it to get a new DBT number.

Dim strMaxNum As String

strMaxNum = vbNullString & _
DMax("CheckNo", "MyCheckRegister", _
"CheckNo Like 'DBT*'")

If Len(strMaxNum) = 0 Then
NextDBTNumber = "DBT000001"
Else
NextDBTNumber = _
"DBT" & Format(1 + CLng(Mid(strMaxNum, 4)), "000000")
End If

End Function


And here is the code for the txtCheckNo control on the form:

Private Sub txtCheckNo_AfterUpdate()

With Me!txtCheckNo
If .Value = "DBT" _
And IsNull(.OldValue) _
Then
.Value = NextDBTNumber()
End If
End With

End Sub

So, what I need to do is to be able to sort just the DBTxxx entries separate
from the Check number entries in this field using a combo box
(cmbDBTExpense) and command button (cmdDBTExpense) that will display just
the DBT transactions in the record form. This way I can call up individual
transactions by date from the filter form, or all of the checks, or all of
the DBT transactions separately from the filter form controls.


Thank you very much for your time and assistance, I truly appreciate it.

Jan
Smiles are meant to be shared,
that's why they're so contagious.


--
Steve Schapel, Microsoft Access MVP


Jan Il wrote:
Hi all Access 2002 XP - Windows 2000 SP4

I now have a field in a table that records both Checks and Debit Card
transactions. I would like to be able to sort the two types of

transactions
to be displayed on a form, using a filter form.

I need to separate the two types of transactions; i.e., Check and DBT

from
the same CheckDBT field. I've been working on this for a while, and

trying
to use different criteria for the query, but, I'm not having any luck
separating the two transaction types to sort by and display as a

separate
transaction on the record form. Do I need to use a separate query for

each
transaction type using specific criteria? Or...is there a way I can set
criteria in the
existing query to do any 'either/or' from the filter form control?

I now have a control to enter a Check no and call it up in the record

form,
and this does work fine. But, I also want to call up the debit card
transactions to review by date period, or all of them at once. I have a
control and command button created for this on the filter form, however,

I
am not sure how, or where, the query or code should be entered to

separate
the DBT entries from the Check Numbers that are in the same field.

Here is the SQL for the current query for the record form.

PARAMETERS [Forms]![frmCheckingRecFilter]![TxtDate1] DateTime,
[Forms]![frmCheckingRecFilter]![TxtDate2] DateTime;
SELECT T.BeginBal, T.CheckNo, T.TransactionDate, T.Transaction,
T.CheckDBTAmt, T.DepositAmt, T.TransactionType, T.Comment, (SELECT
SUM(Nz(DepositAmt, 0) - Nz(CheckDBTAmt, 0) + Nz(BeginBal,0))
FROM MyCheckRegister T1
WHERE T1.TransactionDate = T.TransactionDate) AS RunningBalance
FROM MyCheckRegister AS T
WHERE (((T.TransactionDate) Between
[Forms]![frmCheckingRecFilter]![TxtDate1] And
[Forms]![frmCheckingRecFilter]![TxtDate2])) OR
((([Forms]![frmCheckingRecFilter]![TxtDate1]) Is Null)) OR
((([Forms]![frmCheckingRecFilter]![TxtDate2]) Is Null))
ORDER BY T.CheckNo, T.TransactionDate;

I would truly appreciate any suggestions on the best course of action.
Query...or code for form controls?

Jan




  #4  
Old November 21st, 2004, 07:07 PM
Steve Schapel
external usenet poster
 
Posts: n/a
Default

Jan

There would probably be a number of ideas of tackling this sort of
stuff. One would be to make an Option Group with 3 toggle buttons
labelled Checks, DBTs, and All. On the after Update event of this
Option Group, you could use code which either toggles the Record Source
of the form, or the Filter. For example...
Select Case Me.YourOptionGroup
Case 1
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo Not
Like 'DBT*'"
Case 1
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo
Like 'DBT*'"
Case 1
Me.RecordSource = "YourQuery"
End Select

or...
Select Case Me.YourOptionGroup
Case 1
Me.Filter = "txtCheckNo Not Like 'DBT*'"
Me.FilterOn = True
Case 1
Me.Filter = "txtCheckNo Like 'DBT*'"
Me.FilterOn = True
Case 1
Me.FilterOn = False
End Select

--
Steve Schapel, Microsoft Access MVP


Jan Il wrote:
Hi Steve :-)



Jan,

How do you tell if it is a Check or DBT transaction?



In the table field I can enter DBT for the debit card pruchase, or the check
number, i.e., 1002 or DBT.

In the Entry form, when the DBT is entered into the CheckNo control, the
code in the dorms module adds a number to it so that it is then a sortable
AlphaNumerical entry, such as DBT00001. Thus, it can separate the DBT
transaction entries from the Check numbers and make them also sortable
numerically. Here is the code for the form module.

Option Explicit

Private Function NextDBTNumber() As String

' This function finds the highest "DBT" check number currently on
' file and adds 1 to it to get a new DBT number.

Dim strMaxNum As String

strMaxNum = vbNullString & _
DMax("CheckNo", "MyCheckRegister", _
"CheckNo Like 'DBT*'")

If Len(strMaxNum) = 0 Then
NextDBTNumber = "DBT000001"
Else
NextDBTNumber = _
"DBT" & Format(1 + CLng(Mid(strMaxNum, 4)), "000000")
End If

End Function


And here is the code for the txtCheckNo control on the form:

Private Sub txtCheckNo_AfterUpdate()

With Me!txtCheckNo
If .Value = "DBT" _
And IsNull(.OldValue) _
Then
.Value = NextDBTNumber()
End If
End With

End Sub

So, what I need to do is to be able to sort just the DBTxxx entries separate
from the Check number entries in this field using a combo box
(cmbDBTExpense) and command button (cmdDBTExpense) that will display just
the DBT transactions in the record form. This way I can call up individual
transactions by date from the filter form, or all of the checks, or all of
the DBT transactions separately from the filter form controls.


Thank you very much for your time and assistance, I truly appreciate it.

Jan
Smiles are meant to be shared,
that's why they're so contagious.

  #5  
Old November 21st, 2004, 09:14 PM
Jan Il
external usenet poster
 
Posts: n/a
Default

Hi Steve :-)

"Steve Schapel" wrote in message
...
Jan

There would probably be a number of ideas of tackling this sort of
stuff. One would be to make an Option Group with 3 toggle buttons
labelled Checks, DBTs, and All. On the after Update event of this
Option Group, you could use code which either toggles the Record Source
of the form, or the Filter. For example...
Select Case Me.YourOptionGroup
Case 1
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo Not
Like 'DBT*'"
Case 1
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo
Like 'DBT*'"
Case 1
Me.RecordSource = "YourQuery"
End Select

or...
Select Case Me.YourOptionGroup
Case 1
Me.Filter = "txtCheckNo Not Like 'DBT*'"
Me.FilterOn = True
Case 1
Me.Filter = "txtCheckNo Like 'DBT*'"
Me.FilterOn = True
Case 1
Me.FilterOn = False
End Select


Thank you very much for the information. I'll give these a go and see how I
get along with them. I'll check back with you. :-)

Jan
Smiles are meant to be shared,
that's why they're so contagious.

--
Steve Schapel, Microsoft Access MVP


Jan Il wrote:
Hi Steve :-)



Jan,

How do you tell if it is a Check or DBT transaction?



In the table field I can enter DBT for the debit card pruchase, or the

check
number, i.e., 1002 or DBT.

In the Entry form, when the DBT is entered into the CheckNo control, the
code in the dorms module adds a number to it so that it is then a

sortable
AlphaNumerical entry, such as DBT00001. Thus, it can separate the DBT
transaction entries from the Check numbers and make them also sortable
numerically. Here is the code for the form module.

Option Explicit

Private Function NextDBTNumber() As String

' This function finds the highest "DBT" check number currently on
' file and adds 1 to it to get a new DBT number.

Dim strMaxNum As String

strMaxNum = vbNullString & _
DMax("CheckNo", "MyCheckRegister", _
"CheckNo Like 'DBT*'")

If Len(strMaxNum) = 0 Then
NextDBTNumber = "DBT000001"
Else
NextDBTNumber = _
"DBT" & Format(1 + CLng(Mid(strMaxNum, 4)), "000000")
End If

End Function


And here is the code for the txtCheckNo control on the form:

Private Sub txtCheckNo_AfterUpdate()

With Me!txtCheckNo
If .Value = "DBT" _
And IsNull(.OldValue) _
Then
.Value = NextDBTNumber()
End If
End With

End Sub

So, what I need to do is to be able to sort just the DBTxxx entries

separate
from the Check number entries in this field using a combo box
(cmbDBTExpense) and command button (cmdDBTExpense) that will display

just
the DBT transactions in the record form. This way I can call up

individual
transactions by date from the filter form, or all of the checks, or all

of
the DBT transactions separately from the filter form controls.


Thank you very much for your time and assistance, I truly appreciate it.

Jan
Smiles are meant to be shared,
that's why they're so contagious.



  #6  
Old November 21st, 2004, 09:24 PM
Steve Schapel
external usenet poster
 
Posts: n/a
Default

Jan,

Sorry, got bitten by the "incomplete copy/paste bug"!! "Case 1"
certainly gets too much attention! This should be...

Select Case Me.YourOptionGroup
Case 1
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo Not
Like 'DBT*'"
Case 2
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo
Like 'DBT*'"
Case 3
Me.RecordSource = "YourQuery"
End Select

or...
Select Case Me.YourOptionGroup
Case 1
Me.Filter = "txtCheckNo Not Like 'DBT*'"
Me.FilterOn = True
Case 2
Me.Filter = "txtCheckNo Like 'DBT*'"
Me.FilterOn = True
Case 3
Me.FilterOn = False
End Select

--
Steve Schapel, Microsoft Access MVP

Jan Il wrote:
Hi Steve :-)

Thank you very much for the information. I'll give these a go and see how I
get along with them. I'll check back with you. :-)

Jan

  #7  
Old November 21st, 2004, 09:41 PM
Jan Il
external usenet poster
 
Posts: n/a
Default

Hi Steve :-)

Yup! BTDT... ;o)) I kinda thought that might be how it should go.....g

Jan,

Sorry, got bitten by the "incomplete copy/paste bug"!! "Case 1"
certainly gets too much attention! This should be...

Select Case Me.YourOptionGroup
Case 1
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo Not
Like 'DBT*'"
Case 2
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo
Like 'DBT*'"
Case 3
Me.RecordSource = "YourQuery"
End Select

or...
Select Case Me.YourOptionGroup
Case 1
Me.Filter = "txtCheckNo Not Like 'DBT*'"
Me.FilterOn = True
Case 2
Me.Filter = "txtCheckNo Like 'DBT*'"
Me.FilterOn = True
Case 3
Me.FilterOn = False
End Select


Jan


Jan Il wrote:
Hi Steve :-)

Thank you very much for the information. I'll give these a go and see

how I
get along with them. I'll check back with you. :-)

Jan



  #8  
Old November 21st, 2004, 11:30 PM
Jan Il
external usenet poster
 
Posts: n/a
Default

Hi Steve :-)

Jan,

Sorry, got bitten by the "incomplete copy/paste bug"!! "Case 1"
certainly gets too much attention! This should be...

Select Case Me.YourOptionGroup
Case 1
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo Not
Like 'DBT*'"
Case 2
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo
Like 'DBT*'"
Case 3
Me.RecordSource = "YourQuery"
End Select

or...
Select Case Me.YourOptionGroup
Case 1
Me.Filter = "txtCheckNo Not Like 'DBT*'"
Me.FilterOn = True
Case 2
Me.Filter = "txtCheckNo Like 'DBT*'"
Me.FilterOn = True
Case 3
Me.FilterOn = False
End Select


I hope you will be a bit patient with me on this, as I have never done one
of these Option Group thingies before, so I'm purely green as a new lemon.
I have created the Option Group using the Wizard, and have the label names
Checks, DBTs and All according to your instructions. Now...here is where I
am not sure as to how this code should go into the After Update of this
Option Group frame.

I have entered all 3 of the cases as follows:

Private Sub fmeOptionGrp_AfterUpdate()
Select Case Me.fmeOptionGrp

Case 1
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE txtCheckNo
Not " Like 'DBT*'"
Case 2
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE txtCheckNo
" Like 'DBT*'"
Case 3
Me.RecordSource = "qryCkRegisterDan"
End Select

End Sub


The debugger seems to balk at this part of the code in the Case 1 Not " Like
'DBT*'" and the Case 2 " Like 'DBT*'"

I am sure I have not entered the correctly, and I do apologize, BUT...it is
a starting point. In the query, there is no txtCheckNo, that is the name of
the control on the record form. In the query, the field is named CheckNo.
So, I am a bit confused with this part of the codes.

Also, should there be only one of the cases entered, as you have perhaps
given them as an 'either/or type suggestion? I have used the first group of
your suggestion to find the footing of how this should work.

I truly do appreciate your help and patience.

Jan



--
Steve Schapel, Microsoft Access MVP

Jan Il wrote:
Hi Steve :-)

Thank you very much for the information. I'll give these a go and see

how I
get along with them. I'll check back with you. :-)

Jan



  #9  
Old November 21st, 2004, 11:42 PM
Steve Schapel
external usenet poster
 
Posts: n/a
Default

Jan,

You will see in my example...
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo Not Like 'DBT*'"

.... and then, in you code, you have thrown in a rogue " between the Not
and the Like, as in...
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE txtCheckNo Not "
Like 'DBT*'"

And yes, if you have named the form control differently from the field,
you should use the field name, so...
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE CheckNo Not Like
'DBT*'"

Sounds like you have put Option Buttons in the Option Group, whereas I
suggested Toggle Buttons... but that's just an aesthetic thing.

So, see you you go now!

--
Steve Schapel, Microsoft Access MVP

Jan Il wrote:
Hi Steve :-)


I hope you will be a bit patient with me on this, as I have never done one
of these Option Group thingies before, so I'm purely green as a new lemon.
I have created the Option Group using the Wizard, and have the label names
Checks, DBTs and All according to your instructions. Now...here is where I
am not sure as to how this code should go into the After Update of this
Option Group frame.

I have entered all 3 of the cases as follows:

Private Sub fmeOptionGrp_AfterUpdate()
Select Case Me.fmeOptionGrp

Case 1
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE txtCheckNo
Not " Like 'DBT*'"
Case 2
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE txtCheckNo
" Like 'DBT*'"
Case 3
Me.RecordSource = "qryCkRegisterDan"
End Select

End Sub


The debugger seems to balk at this part of the code in the Case 1 Not " Like
'DBT*'" and the Case 2 " Like 'DBT*'"

I am sure I have not entered the correctly, and I do apologize, BUT...it is
a starting point. In the query, there is no txtCheckNo, that is the name of
the control on the record form. In the query, the field is named CheckNo.
So, I am a bit confused with this part of the codes.

Also, should there be only one of the cases entered, as you have perhaps
given them as an 'either/or type suggestion? I have used the first group of
your suggestion to find the footing of how this should work.

I truly do appreciate your help and patience.

Jan

  #10  
Old November 22nd, 2004, 12:18 AM
Jan Il
external usenet poster
 
Posts: n/a
Default

Hi Steve :-)

Jan,

You will see in my example...
Me.RecordSource = "SELECT * FROM YourQuery WHERE txtCheckNo Not Like

'DBT*'"

... and then, in you code, you have thrown in a rogue " between the Not
and the Like, as in...
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE txtCheckNo Not "
Like 'DBT*'"

And yes, if you have named the form control differently from the field,
you should use the field name, so...
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE CheckNo Not Like
'DBT*'"

Sounds like you have put Option Buttons in the Option Group, whereas I
suggested Toggle Buttons... but that's just an aesthetic thing.

So, see you you go now!


'k..!! Now here's what I now have, and the Debugger's happy with it.

Private Sub fmeOptionGrp_AfterUpdate()
Select Case Me.fmeOptionGrp

Case 1
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE CheckNo Not
Like 'DBT*'"
Case 2
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE CheckNo
Like 'DBT*'"
Case 3
Me.RecordSource = "qryCkRegisterDan"
End Select

End Sub


YES!!!

But.....ahmmm......nothing happens when I click the buttons. (?..?) It
looks really nice though. :-)

What might I have left out? Do I need a command button to go with?

Jan


--
Steve Schapel, Microsoft Access MVP

Jan Il wrote:
Hi Steve :-)


I hope you will be a bit patient with me on this, as I have never done

one
of these Option Group thingies before, so I'm purely green as a new

lemon.
I have created the Option Group using the Wizard, and have the label

names
Checks, DBTs and All according to your instructions. Now...here is

where I
am not sure as to how this code should go into the After Update of this
Option Group frame.

I have entered all 3 of the cases as follows:

Private Sub fmeOptionGrp_AfterUpdate()
Select Case Me.fmeOptionGrp

Case 1
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE

txtCheckNo
Not " Like 'DBT*'"
Case 2
Me.RecordSource = "SELECT * FROM qryCkRegisterDan WHERE

txtCheckNo
" Like 'DBT*'"
Case 3
Me.RecordSource = "qryCkRegisterDan"
End Select

End Sub


The debugger seems to balk at this part of the code in the Case 1 Not "

Like
'DBT*'" and the Case 2 " Like 'DBT*'"

I am sure I have not entered the correctly, and I do apologize, BUT...it

is
a starting point. In the query, there is no txtCheckNo, that is the

name of
the control on the record form. In the query, the field is named

CheckNo.
So, I am a bit confused with this part of the codes.

Also, should there be only one of the cases entered, as you have perhaps
given them as an 'either/or type suggestion? I have used the first

group of
your suggestion to find the footing of how this should work.

I truly do appreciate your help and patience.

Jan



 




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