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Retrieving Customer History
James Hopkins 
     
5 years ago
Hey Richard, thank you for the awesome Tech Help Videos and Free Template. I have been following along with the videos to improve our Business Database. I have been creating Dashboards for Different Things throughout the Database. I created an "Customer Dashboard" to display all the Customer's History to be viewed in one location, but I am having problems trying to retrieve data to full the Subforms. I have created Subforms for "Customer's Properties", "Billing Summary", "Payments", "Activities", and "Before & After Pictures" and
"Notes". The Problem is that I cannot figure out how to retrieve the data to be displayed for "Last Serviced Date", "New Balance", "Most Recent Payment Amount/Date", and "Current Balance Due". I was wondering if I had to crate 'Quotes' to retrieve the data for the Subform's Record Source or do I use "DLookup" to retrieve the data from the 'Tables'? Please Help...
Scott Axton  @Reply  
        
5 years ago
James there are a lot of questions all rolled in one here so a quick easy answer if not really possible.

First I would start out by watching the DMax video here: https://599cd.com/blog/display-article.asp?ID=1590

Based on your questions,  it seems that you have a basic grasp on getting the information for your subforms but you may need to base those on Queries rather that just the tables.

Do a search for Aggregate Queries too.  That will get you started on summing up records for totals.
Scott Axton  @Reply  
        
5 years ago
James - Here is another link that answers similar questions as yours:

https://599cd.com/blog/display-article.asp?ID=1353

This thread is now CLOSED. If you wish to comment, start a NEW discussion in Access Forum.
 

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