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Last Months Data

I have a Query:
Date
Name
Production
Which then goes to a Report to reflect that individuals numbers for that month.
I have been trying to figure out how to add a field to my report or add it to my Query to reflect that same persons Production numbers from the previous month on the Same report. So, that person can not only see how they did that month, but there production % from the previous month as well. Anybody know if this is possible?

Thanks
Jan 21 '08 #1
6 1337
PianoMan64
374 Expert 256MB
Before I'm able to answer this question, how are you computing the overall production, and how is that displayed?

And what percentage are you looking to find, the difference between last months and this months?

Let me know,

Joe P.
Jan 22 '08 #2
Before I'm able to answer this question, how are you computing the overall production, and how is that displayed?

And what percentage are you looking to find, the difference between last months and this months?

Let me know,

Joe P.


Hey Joe P.

Thanks for your help.
I am running a query that puts together 2 tables both have about 10 fields that has there total loans/ calls/ hours they worked/ etc (total accumulation for the entire month)...this is then multiplied by the second table for the amount of points weighted for each of the same fields joined by the date field. Then in my query it gives me calls/hour and Production % for that month (which is the total loans/calls etc divided by the hours worked for the month).
Then I put together a report that shows this individuals totals for that month ie Decembers Production % and call/hour. I am running a Parameter on my query from a Form called Reports. This runs the report by that date, ie put in 12/1/2007 it will run december Production Report. I am trying to figure out if I am running the report by ie December Production for the month that it will pull in Novembers Production% as well.
Most of the formulas I have seen use todays date and have to go back to that specific month to get it to work. But then I would have to change my formula everytime I needed to go back a few months.

If you know of anyway of doing this or a better way it would be of great help and appreciation.

Thanks
Jan 22 '08 #3
NeoPa
32,556 Expert Mod 16PB
It might prove useful to have the table meta-data for those included in this. Here is an example of how to post table MetaData :
Table Name=tblStudent
Expand|Select|Wrap|Line Numbers
  1. Field; Type; IndexInfo
  2. StudentID; AutoNumber; PK
  3. Family; String; FK
  4. Name; String
  5. University; String; FK
  6. Mark; Numeric
  7. LastAttendance; Date/Time
Any existing SQL for the query the report runs off would also help.
Jan 22 '08 #4
It might prove useful to have the table meta-data for those included in this. Here is an example of how to post table MetaData :
Table Name=tblStudent
Expand|Select|Wrap|Line Numbers
  1. Field; Type; IndexInfo
  2. StudentID; AutoNumber; PK
  3. Family; String; FK
  4. Name; String
  5. University; String; FK
  6. Mark; Numeric
  7. LastAttendance; Date/Time
Any existing SQL for the query the report runs off would also help.


I do not understand what you are referring to here MetaData. And how would I make it such.
The second part - Any existing SQL for the Query....Did you want to know the SQL script for my Query? It is rather large.
Jan 22 '08 #5
NeoPa
32,556 Expert Mod 16PB
I would start with the Meta-data.
As you can see from the example it's simply the design of the table. Which fields it contains. What it's name is. The basic types of its fields. Any index information.
Don't let the fancy words frighten you off. It's just the technical term ;)

If you can lay out the information as I have it (for your table(s) obviously) then that would be helpful too.
Jan 22 '08 #6
I would start with the Meta-data.
As you can see from the example it's simply the design of the table. Which fields it contains. What it's name is. The basic types of its fields. Any index information.
Don't let the fancy words frighten you off. It's just the technical term ;)

If you can lay out the information as I have it (for your table(s) obviously) then that would be helpful too.


Here are the Fields/Data Types in the First Sheet:
Prod_ID - Autonumber
Name - Text
Reports To - Text
Date - Date/Time
PL - Number
EQ+ - Number
RE - Number
Calls - Number
Tax Returns - Number
Appraisals - Number
Sales Finance - Number
AOT - Number
Deferments - Number
DNT - Number
Add-ons - Number
Deferments - Number
PA Form - Number
Subordinations - Number
Short Sale - Number
Loan Review - Number
Call Monitor - Number
Deliq A - Number
Deliq B - Number
Deliq C - Number
Title - Number
Hours - Number
OT - Number

All the above fields are on the Form for the person to input the Persons Total #s for that month. Then I take most of these fields and multiply them by a Points Table that Calculates how much each field is worth and weighted and it gives me a Production total %. I take the Prod %, calculated there calls/hour, and add in 2 other fields for Loan Review and Call Monitoring from the Production Table and put 6 total fields into a Report. Name, Date, Loan Review, Call Monitor, Calls/hour, Production %. These 2 tables are combined thru the Date Field on my relationships. I am running the report for that current month but I haven't been able to figure out a way to run the report having current month and previous months data on those 4 fields....Is this possible?
Jan 22 '08 #7

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