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I am hoping to avoid future problems. My question involves incomplete entries into tables. Will they have negative future consequences and if so how do we deal with them? Here’s the situation: Each of our clients has an asset allocation to fit their needs. One client may require 40% equities...

Thanks for the help. I found an article called: Macros: Tips and Tricks by Robert Flake on the Microsoft that deals with this specific issue in depth if any other beginners are looking for help on the subject. - Dwight

Hello, I am beginning to learn VBA and would like to use code to replace the macros in my database. My question is very simple. I have a report “rptCashBalances” that uses a parameter query based on dates to generate the records. I have a form “frmDateDialog” to input the selected date...

Set the data type to Memo. It allows something like 64,000 characters. Dwight

Above and beyond the call of duty Pat! I will digest this over the next couple of days and then see where I stand. I'm going to Copenhagen for two days. My girlfriend won't let me take the laptop but I'll pack the Access-VBA book for sure. Thanks again, Dwight

Pat, I’m sure Wright’s systems have never run as well. I agree with you. Originally I lobbied for the specific identification method. I was told FIFO was sufficient (basically because this is how it has always been done). However, as it is more informative, better for the client, and most...

Pat you always seem able to understand the issues of a problem better than the person grappling with it. I suspect that comes with experience so hopefully I can someday catch up. For tax reporting purposes the IRS allows 2 methods: 1) Specific Identification – “If you can adequately identify...

Harry, I have been studying the solution you provided to my problem. I follow and appreciate its logic (I still need help implementing it) but breaking my single table into 3 parts would require a major overhaul of my database. Therefore, I would like to create an allocation table, as...

Thanks for the direction. The only programming I've had was a little PASCAL in 8th grade so I've got some work to do on this VBA. I plan on ordering: "The Waite Group's Visual Basic Database How To, The Definitive Problem Solver" to get me up to speed. Let me digest it over the next couple of...

Thanks Pat, Ballpark is all that is needed. Idon't know if it is against board etiquette to ask for direct assistance but I have an outstanding problem that I would appreciate your guidance on. The thread is titled "A Classic Inventory Tracking Problem" I wasn't sure how to paste a link but...

I hope I am not annoying anyone by continually drudging up this post. If Jon K, dcx, or Pat Hartman could have a look I would appreciate it. Here is a database with my current state of progress. It does not work but I thought (hope) it might spark an idea in someone else's mind. My current...

That is loads of help. Like I said I just want to be pointed in the right direction. Let me chew on this for awhile. I gotta learn that VB. Seems to come up a lot as the answer to my problems. Thanks again,

I will try my best. Thanks for the interest. Kiddie language for a Brit: Let’s say Portfolio 1 is worth 15,000 GBP in total. It owns 500 Harry Potter shares worth 2 GBP each. This makes the Harry worth 6.67% of the overall, i.e. (500*2)/15,000 Portfolio 2 is worth 20,000 GBP and also has 500...

Or you can follow dcx's advice. It is better than mine.

I don't fully understand your question. The first and second part seem to conflict. It doesn't matter what order the items are stored in the table. As long as they can be uniquely identified which you said they can. Just sort by the date field when the form is loaded. Then the most recent will...

Once again I’ve bumped up against my intellectual ceiling. If someone could give me a boost I’d be grateful. Here’s the situation: I’m tracking portfolios and need a way to do scenario analysis. The company buys units in large blocks and then allocates them to individual portfolios based on...

I'm quite new to Access and 2 things always amaze me: 1) What is possible 2) What isn't Thanks for trying. I read "Access specificantions" in the help file. It has the limits for everything but not how to check them.

Hello, I know how to determine the overall size of my database but I think it would be useful to be able to determine the size of the individual components. For example I have 1 table that is quite big and will continue to grow. Is it possible to quickly check its size? One obvious solution...

That's a pretty broad question but it is easily doable in a database once you've got the basics down. You should pull your data from the table with a query and then display it in a form. Look up these topics in the help file.

Pat gave you the solution. But here is more detail. I'm guessing you have a table with your transactions. The additions should be positive and the subtractions should be negatives. Then you can use a crosstab query to add them up. Set the criteria to less than or equal to a date. Crosstabs can...