Setup ?

  • Thread starter Thread starter daisy
  • Start date Start date
D

daisy

Hi, I am trying to create an access database that has historical data and new
data is imported in monthly. I need it to be able to check each time if it's
a new member before it dumps into the data. If it's new it needs to be
tagged new? And then I need to be be able to run comparisons on future data
to that first event? What's the best way to clone the records together?

1) Do I create a working table (holds everything)
2) Create a temp table (monthly table)
3) Somehow run something that checks and tags? How do I do this?
4) Then append?
 
Hi, I am trying to create an access database that has historical data and new
data is imported in monthly. I need it to be able to check each time if it's
a new member before it dumps into the data. If it's new it needs to be
tagged new? And then I need to be be able to run comparisons on future data
to that first event? What's the best way to clone the records together?

1) Do I create a working table (holds everything)
2) Create a temp table (monthly table)
3) Somehow run something that checks and tags? How do I do this?
4) Then append?
Click to expand...

Depends. What are you importing *from*? A text file, a spreadsheet, another
Access database table, something else? What constitutes a "new" record? Do you
have a unique primary key in your table? in the import? If a record has an
identical unique key but different data, do you want to overwrite the existing
data, add a new record, generate a warning, or what?

More info please!
 
We'll be importing from Excel into Access. The Name would be the commonality
between them. A new record would show up if they've renewed or added on to
their contract. We want to be able to tag new deals and be able to compare
new events with their older events?

Thank you!!!
 
We'll be importing from Excel into Access. The Name would be the commonality
between them. A new record would show up if they've renewed or added on to
their contract. We want to be able to tag new deals and be able to compare
new events with their older events?

Thank you!!!
Click to expand...

Again:

You can see your table and your spreadsheet.
I cannot.

I have no idea what a "contract" or a "deal" or an "event" is, or how they
would be represented in your data, or how you would ascertain that one is new
and another one isn't.

Please post a field description of your Access table and (if it's not the
same) your spreadsheet, with the fieldnames, datatype, and significance, and
how a new <whatever> can be identified.

Do note that Name is a reserved word and you should not use Name as the Name
of a field; and that people's names are *terrible* linking fields (they're not
unique; I know three men named Fred Brown, right here in little Parma).
 
Hi John,
I'll abbreviate and not include everything - They would be considered a new
customer if they are not already in the table. It would be an addt'l event if
it was a Invoice that was in addition to the new event, or annual renewal
etc...

B_Qtr
InvoiceNo
Event (this is the one that needs tagged)
Cust_Name
EffDt
EndDt
Total_Invoice

Thanks!
 
Back
Top