The way to find out about our place in the universe is by examining the universe and by examining ourselves - without preconceptions, with as unbiased a mind as we can muster.
I have been watching a few of your videos to see if I can find the solution for the problem I am facing at work. I have to reconcile 60 million every year. Previous years, I used Lotus Approach which crashed on me overnight about a year ago. Now we use Access. Here is my question: I have a table called 2023 - inside the table I have fields, January through December, and a "B-Amount". For the 5000 records we have, I need each members value in December to be applied in January-December to start the new year off. Joe Blow has a different amount every month, in December he ended with $500.00, for the new year, I need to see the $500.00 applied to every single month. I have to do this for almost 5000 records. Please help. I am stressing. I have watched some intro videos and I dont think I am going to figure it out. I am already late on giving the data to our Auditors and feel like a failure. I was about to do it manually and saw you just posted a video in 2024 (usually Microsoft videos are 5+ years old and the person who posted it no longer is active online) so I got really excited to see you posted in 2024! I wish you could sync your knowledge into my brain.
Is this doable on Access? Do I need to run a Macro? I am so new to all of this. I have only been with the company for 2 years.
If you are still reading I really appreciate you taking the time to read my question and help people like me. I want to enroll in your classes and become an expert like you are.
Thank you for your time!!! Heather Montalbano-Espe
Adam Schwanz
@Reply 2 years ago
Can you provide any images?
If they have 500 at the end of December and you have to apply it to all 12 months the next year, do you apply 500$ to every month or is it 500/12 to every month? Normally this is done with a relationship, you have your client in one table, and every month would be a seperate record in a related table, so you don't have a bunch of extra fields like individual months or days or whatever in your table. Your setup might make it a little "funner" to do.
Heather MontalbanoEspeOP
@Reply
2 years ago
Hello,
Thank you for your response.
The data on my table 2023, is the data I want to change on that same table, unless I need to make a new table to reflect the changes. If Joe has $500.00 in his December amount, I need that $500.00 to be applied to his January amount to equal December ($500.00) and so forth for the following months. I need the data to reflect in a table because I create forms based off the table. So Joe has $500.00 in December for 2023, but in 2024, January needs to = $500.00, February needs to = $500.00 and so forth. Anna has a different amount of $1,500.00 in her December amount that needs to be applied to January through December. The goal is that out of the 5000 records, whatever the individual has for December, it now has to be their amount for every single month all reflected on the Table 2023.
I apologize for how I am explaining it, I am unsure how to speak computer savvy. Since I am not a member, I cannot add pictures.
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