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Recent content by OCM

  1. OCM

    Apply Filter

    JP, thanks! Yes, your Boolean method gave me the same result. I'll use this method moving forward. I use office 360, but I'm not familiar with PIVOTBY () function to show the filtered records on a on a separate sheet. TIA Regards,
  2. OCM

    Apply Filter

    combo, Thanks for your feedback. Your suggestion is a good one. Moving forward, I'll explore your method. I was able to obtain the expected result as follows: 1. I created a helper column on the pivot table and use the following formula where column B is the "primary" column...
  3. OCM

    Apply Filter

    Thanks Duane, Your pivot solution results the expected result. Once in pivot, I attempted to apply filter but didn't get the expected result. C002501 shouldn't be in the list as the case has a primary auditor C002511 is missing in the list. Since it doesn't have a primary auditor, it should...
  4. OCM

    Apply Filter

    Greetings, I have a large data set whereby I need to calculate the number of investigations (unduplicated) worked on by auditors for a given fiscal year. The case MUST have a primary auditor, but multiple auditors may work on the same case as secondary auditors etc. To count the cases only...
  5. OCM

    Filters in access forms

    Hi Thanks for the reply. That is exactly what I wanted to do. TIA Regards,
  6. OCM

    Filters in access forms

    Hello, Given my tables screenshots below, I'd like to display two fields in my form where users select from 'active' users from drop down. 1. primary investigator 2. secondary investigator Currently, the above is stored in a single field: users select from USERID and INVTYPE (primary or...
  7. OCM

    Custom format values

    HI, The person who designed the DB formatted the field as number. To answer you question, how the data are display now? it is: Numeric fields directly from my numeric data (with the resulting anomalies). e.g., 0123456 is displayed as 123456, 0012345 as 12345 etc. TIA Regards,
  8. OCM

    Custom format values

    Hi, Thank you for the reply post. If I understand it correctly, I would create two new text fields and replace the old numeric fields on my forms/queries/reports etc. so that end users will be able to include the leading zeros, correct? The question I have is as an admin, when searching and/or...
  9. OCM

    Custom format values

    Greetings, Currently in office 365 ms access, I have two fields CustID & LOC formatted as number data types in access table. As a result, the leading zeros are not displayed in the access form. CustID is a seven digit # and LOC is a 2 digit #. I'm familiar with changing the data type as...
  10. OCM

    Calculate amt due

    Hi Skip, I would like to alter my original post a bit and include the itemized collection amounts and display the amount due per CustID at the bottom. In the attached sample, I created 'Amount due' column and manually calculated the collection amounts and the amount due to show the expected...
  11. OCM

    Calculate amt due

    Hi Skip, TIA,
  12. OCM

    Calculate amt due

    Greetings, Given my sample workbook in Sheet1, I would like to calculate the amount due by subtracting the total collection amt from one of the settlement #1 per CustID. If the settlement #1 is blank, (e.g., customer #6 – Customer #8, then use settlement #2 to perform the calculation. Amount...
  13. OCM

    Mail merge with details

    Hi Macropod, Thanks for your feedback. I was able to accomplish the intended result! Regards,
  14. OCM

    Mail merge with details

    Hi, I use word (office 365) to create a mail merge. The sample below is to show the data fields included in my excel data source and the body of the word document. Everything is working as intended except for the detail field. If it helps, the detail can be a word table, excel file and/or a...
  15. OCM

    Populate access table from excel

    Dhookom, Thank you for the suggestions, I was able to import the records successfully. Regards, OCM
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