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Find percentage of acceptance for quotes

P: 3
First off, i am a sql/access idiot, so sorry for the ignorance and need for layman's terms.......

I keep track of my quotes in access and need to see what my closing rate is. I of course can manually count the number of quotes and do the math myself, but is there a way to have a running updated query of some type that i can weekly open and see what percentage of quotes have been checkmarked "accpeted"?

The fields are simple:

Last name
quote number (auto generaged value by access)
date
accepted (check box)
declined (check box)
comments

i only want to know the percentage of accepted

thank you in advance for any and all help!
Jun 16 '15 #1
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4 Replies


Rabbit
Expert Mod 10K+
P: 12,430
No need for an update query, a regular query works just fine.

Create an aggregate query that returns a count of all records.
Create an aggregate query that returns a count of just the accepted records.
Create a third query that brings in those 2 queries and divides accepted by total.
Jun 16 '15 #2

P: 3
Thanks for the help. I get the first two lines, except I can't figure out how to have it only count the "ACCEPTED" that has the box checked for a "YES". I also am not sure how I would create a query that brings the two together and divides it. It should be the total "YES" boxes in ACCEPTED divided by the total records *100.
Jun 16 '15 #3

P: 3
I actually just figured out that if I make a query and select the ACCEPTED field and click on NUMBERS and then just select AVG next to TOTAL, it gives me the number. Thanks for the help!
Jun 16 '15 #4

Rabbit
Expert Mod 10K+
P: 12,430
That'll work because of the way Access stores Booleans. But if you ever change your backend, you'll want to be careful. Not every database stores the data the same way that Access does.
Jun 16 '15 #5

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