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Posting a calculated field from a report to a table

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    #16
    Re: Posting a calculated field from a report to a table

    Originally posted by Tom Cone Jr View Post
    Trevor,

    Here's something that will give you a good start on achieving your goal.

    Unzip the attachment to an empty folder. Then run "Toms_Form".

    I built this using vers 9 but it should run in vers 8 just fine. Let me know if you have difficulties.

    -- tom
    Thank you Tom, I've looked at the designing of the set and form and understand the logic. I've checked out the calculations and it all works,but I can't append the Total-Now-Owed calculated field from Toms Form to a new account table, all the operations I find need a table to append from and to (not a set). I used to do this append from the old to new account tables using the transaction table's Grand total field as the master (new) table's brought forward figure.
    Cheers, Trevor.

    Comment


      #17
      Re: Posting a calculated field from a report to a table

      Hi, Trevor, in the time that's passed since my last post this thread has gotten a bit "cold" for me. Tell us again how you used to do it using a tranaction table's grand total field. I thought you were running a report, and then manually entering the computed values into the new month's table. Color me confused.

      Comment


        #18
        Re: Posting a calculated field from a report to a table

        Trevor,

        Time to thnk.

        Using the example I posted, why not add a field to the Account table to hold the closing balance, and then populate it with the computed grand totals shown on the form? If you did that then you could complete your append using the Account table alone.

        I've extended my earlier example a bit. Unzip the attachment and extract its contents to an empty folder.

        Start with Toms_Form, and use F1 key to see discussion of the changes I've made.

        Good luck with your project. Holler if you have questions or get stuck.
        Last edited by Tom Cone Jr; 03-18-2013, 12:21 PM.

        Comment


          #19
          Re: Posting a calculated field from a report to a table

          I hope Trevor is paying as much attention.
          Last edited by Ray in Capetown; 03-18-2013, 08:48 AM.

          Comment


            #20
            Re: Posting a calculated field from a report to a table

            Hi, Ray.

            Suttotb4thisacc is a field in the Account table. Trevor defined a calc field rule to compute its value. Basically its the beginning balance plus payments received. This makes sense in his design since he carries the beginning balance as a negative number.

            Comment


              #21
              Re: Posting a calculated field from a report to a table

              Originally posted by Tom Cone Jr View Post
              Trevor,

              Time to thnk.

              Using the example I posted, why not add a field to the Account table to hold the closing balance, and then populate it with the computed grand totals shown on the form? If you did that then you could complete your append using the Account table alone.

              I've extended my earlier example a bit. Unzip the attachment and extract its contents to an empty folder.

              Start with Toms_Form, and use F1 key to see discussion of the changes I've made.

              Good luck with your project. Holler if you have questions or get stuck.
              Hello again and thanks again.
              Your second expanded zip file leads me to an 'invalid attachment' message ??
              Regarding your request for more info because the thread had gone cold, I'm sorry but I have to work, so weekends is really the only time I can spend time contemplating.
              Before I built the set 'accountset2013' I used 3 tables, work, bookings and account and entered everything from work and bookings into account. Account was called say 'AccountMay'. It was therefore a complete table, along with closing balance at the end of the process so once it was printed and sent I duplicated the account table and gave it a new name, say 'AccountApril'. I didn't copy the records just the indexes etc. etc.. I then did an amend using the old 'accountmay' as the transaction table, I removed all of the fields except closing balance and mapped that to opening balance in the new 'acccountapril'. I then dropped the old account from the database.
              Now I have the new set called 'accountset2013' it takes all the data from work and bookings and account and presents it in the set report 'AccMonthly' and calculates the final closing balance (totalnowowed). As a report, it only exists of course until the report is closed. If the data was in a table I could do much the same as above like before, but I don't know how to map or post or amend data from the report to the opening balance of the new account. Your additional set and form summarises the data and calculates the same closing balance as my report but again, I don't know how to get this final calculated field from the set form into a new table, mapping it as the new opening balance.
              So - I don't know what your extended version is as I can't download it.
              I have also missed some correspondence between yourself and Ray, I just see his comment 'I hope Trevor is paying as much attention'.
              I'm totally confused now and I suppose everyone else is !
              Thanks again, Both,
              Regards,
              Trevor.

              Comment


                #22
                Re: Posting a calculated field from a report to a table

                Originally posted by Ray in Capetown View Post
                I hope Trevor is paying as much attention.
                ?? Wonder why the first part of my post got removed ??
                I know it was there because Tom answered a question it contained.
                It was to Trevor saying that this very elegantly solved the problem - only by adding some summaries and a form. No code or redesign required (as far as I could tell)

                I downloaded it fine Trevor. Retry. If not just ask one of us to email it to you.

                Comment


                  #23
                  Re: Posting a calculated field from a report to a table

                  Trevor,

                  Not sure why you can't download the attachment, but I'll be happy to email it to you privately. But you'll have to give me your address first. The message board supports private messages, so you could send me your email address privately if you wish. or we could discuss this further on skype. My skype username is tomconejr2

                  Comment


                    #24
                    Re: Posting a calculated field from a report to a table

                    Hi Tom,
                    Got it this time and unzipped successfully. Thanks also for the update operation. I will study these hopefully tomorrow afternoon CET and get back to you. The conversation between you and Ray had been sent to my home email and I'm not there right now. You can reach me at [email protected].
                    Thanks again,
                    Trevor.

                    Comment


                      #25
                      Re: Posting a calculated field from a report to a table

                      Thanks Ray,
                      The conversation between you and Tom had been sent to my home email and I'm not there right now. You can reach me at [email protected].
                      I agree that between you both, I think I'm close !
                      Thanks again,

                      Comment


                        #26
                        Re: Posting a calculated field from a report to a table

                        I must emphasize, thanks for the compliment, I didn't get to any of that. Except moral support maybe.

                        Comment


                          #27
                          Re: Posting a calculated field from a report to a table

                          Originally posted by Tom Cone Jr View Post
                          Trevor,

                          Not sure why you can't download the attachment, but I'll be happy to email it to you privately. But you'll have to give me your address first. The message board supports private messages, so you could send me your email address privately if you wish. or we could discuss this further on skype. My skype username is tomconejr2
                          Brilliant, thank you so much. I didn't realise last night when I took a brief look, that you had done ALL the work for me. I understand it though and I've run it through a few times so I can now re-write it into my database and add a few butons.
                          Thanks again,
                          Trevor.

                          Comment


                            #28
                            Re: Posting a calculated field from a report to a table

                            Hi Ray,
                            Thank you for your help, moral and otherwise, please see reply to Tom.
                            Thanks again,
                            Trevor.

                            Comment


                              #29
                              Re: Posting a calculated field from a report to a table

                              Great!

                              Good luck with your project.

                              -- tom

                              Comment

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