Filter on a form (1 Viewer)

[Cristina]

Good night All,
I do hope I can get some assistance that I can understand with placing a filter on a form.
I have a table that needs updating. I created a form based on the table, but would like to only see the records that need updating, instead of the entire table.

I have no SQL knowlegde. Is there some simple answer? I would like to filter on one field for the word "NO" ie seeing only the records which contain NO in that field.

Thanks for your assistance.


Cristina

 

[pbaldy]

You can base the form on a query with criteria.

 

[accedeholdings]

You can code a query to the form that will sets the filter.

 

[Cristina]

I think I would be able to create the query and make a form to read from the query. But I need to update the table, but I want my form to only show the ones that have not yet been updated so I can update the field that needs updating. Eg field set automatically No, and I need to update to numbers between 0 ad 12,
Would I be able to do that with this option?

Thanks

 

[pbaldy]

Presuming it's a simple query, yes. You'd just have to watch out if the query contains multiple tables or such:

http://allenbrowne.com/ser-61.html

 

[Cristina]

Thanks very much it worked fine. I was able to update the table.
However, let me explain some more. I have this dbase that I created so that I can get some reports, in a specific format that I am unable to get in quickbooks. It is report from a donor agency, and is very specific. I have been able to get my reports. ( all except one)
I set up my reconciliation to work from the database in access. Originally I had my form based on my table, and used a combo box to change the check status of each check. I don't know how to set up a combo or list box from the query, so I have to actually type the data to change the ck status field in the datasheet of the query.
Also with my limited knowledge of access I have given up on the last report and exported to excel to finalize. Would you be kind to look at my database to see if it can be done?

Thanks

 

[pbaldy]

You should be able to add a list or combo box to the form. The wizard would probably lead you through it.

 

[Cristina]

Thanks soooo much, never knew these things were possible. My budget in the database has three levels. Main Heading 1 Account 1.1 Item 1.1.1 From the Dbase, I am supposed to four reports quarterly.
One a detail of all transactions by item, account and main heading
One a total expense by Main heading
One summary expense by all levels showing previous and current with balances.
The fourth is a detail of previous and currect , and this is where I have problems, as it repeats data.
I would be grateful for your assistance.

Thanks

 

[pbaldy]

Happy to help! I'd start a new thread with this last question; I'm traveling and won't be able to get to it.

 

[Cristina]

Will do. Thanks again

Cristina

 

[Cristina]

I have been unable to get someone to help with this post.

Duplicates on report
Hi All,
I need some help with a report.
My budget in the database has three levels. Main Heading 1 Account 1.1 Item 1.1.1 etc
From the Dbase, I am supposed to run four reports quarterly.
One a detail of all transactions by item, account and main heading
One a total expense by Main heading
One summary expense by all levels showing previous and current expenses with balances.
The fourth is a detail of previous and current expenses. This is where I am having problems, as it duplicates data.
I would be grateful for your assistance when you are able.
Thanks