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I have the following queries for reporting:
1.) Client Locations: All clients with unique account #'s AND location #'s
2.) Client Relationships: All clients with unique account #
I need queries for the following reporting:
3.) New Client Locations: # of new client locations (Kroger 544, Kroger 550)
sharing same account #
I want a query to only pull NEW/unique client locations even if they share
the same account # using a parameter to search on a monthly basis for
reporting.
Scenario: We have 50 Kroger locations with the same account #, but are
differentiated by Location #. I want to run a query that only pulls the new
locations while using a parameter to search on a monthly basis for reporting.
4.) New Client Relationships: Number of new client account #'s
How can I use a query to search using a parameter, but take the entire
table's data into consideration? I want to search the month of March for NEW
relationships and it does with my current query. However, it's returning new
clients in March that have the same account numbers as clients added in
previous months.
Scenario: I pull a monthly report using a parameter, and only pull unique
account numbers, not only for the month, but across all the current clients,
too. Currently, my query is returning Kroger 544 as a new relationship added
during March when they are just a new location. We have already established a
relationship with Kroger.
The only fields I will need in my queries are list below but won't
necessarily use all the fields for a query.
([Client Name]) ([Client Account Number]) ([Client Location Number]) (
[Inception Date]) ([Termination Date])
I use ([Termination Date]) to pull only the existing clients using the Is
Null statement.
I use ([Inception Date]) to pull only the clients added for each month. If I
added Kroger 544 on 03/20/2006, when I run my parameter Between [Enter Start
Date] And [Enter End Date] for ([Inception Date]) it will return Kroger 544's
data if using 03/01/2006 - 03/31/2006 as my entries for my parameter.
Hopefully, I explained myself clearly enough to get some help. Thanks.
-Charles-
1.) Client Locations: All clients with unique account #'s AND location #'s
2.) Client Relationships: All clients with unique account #
I need queries for the following reporting:
3.) New Client Locations: # of new client locations (Kroger 544, Kroger 550)
sharing same account #
I want a query to only pull NEW/unique client locations even if they share
the same account # using a parameter to search on a monthly basis for
reporting.
Scenario: We have 50 Kroger locations with the same account #, but are
differentiated by Location #. I want to run a query that only pulls the new
locations while using a parameter to search on a monthly basis for reporting.
4.) New Client Relationships: Number of new client account #'s
How can I use a query to search using a parameter, but take the entire
table's data into consideration? I want to search the month of March for NEW
relationships and it does with my current query. However, it's returning new
clients in March that have the same account numbers as clients added in
previous months.
Scenario: I pull a monthly report using a parameter, and only pull unique
account numbers, not only for the month, but across all the current clients,
too. Currently, my query is returning Kroger 544 as a new relationship added
during March when they are just a new location. We have already established a
relationship with Kroger.
The only fields I will need in my queries are list below but won't
necessarily use all the fields for a query.
([Client Name]) ([Client Account Number]) ([Client Location Number]) (
[Inception Date]) ([Termination Date])
I use ([Termination Date]) to pull only the existing clients using the Is
Null statement.
I use ([Inception Date]) to pull only the clients added for each month. If I
added Kroger 544 on 03/20/2006, when I run my parameter Between [Enter Start
Date] And [Enter End Date] for ([Inception Date]) it will return Kroger 544's
data if using 03/01/2006 - 03/31/2006 as my entries for my parameter.
Hopefully, I explained myself clearly enough to get some help. Thanks.
-Charles-