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  1. 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...
  2. 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...
  3. OCM

    Populate access table from excel

    Greetings, We receive monthly payments that a former employee used to input in the access db manually. In doing so, the Col_ID field is auto generated (primary key). Currently, we receive the monthly payments in excel format and I’m exploring to import the payments into access in bulk. The...
  4. OCM

    lookup values

    Hi, Given the attached sample file, I would like to insert a column next to Status_ID, Department_ID, and User_ID, and name these columns as Status, Department, and User and populate descriptions from the (Status, Department, and User). How can I accomplish this? TIA Regards...
  5. OCM

    Identify discrepancy

    Hi, I receive three monthly reports which I expect to see the values for the 'completed date' field should be consistent/the same. However, every now and then for the same person, the 'completed date' is not consistent and I would like to filter out these records so I can reach out back to the...
  6. OCM

    Compare two columns

    Greetings, I’m trying to compare two columns and list what is in one, but not in the other list (sample attached). My template has 25 rows, if nothing is entered in columns A & B, I would like my formula to return blank. TIA Regards...
  7. OCM

    Suppressing #REF!

    Greetings, I used conditional formatting along with formulas in excel to color rows differently when a change in the name occurs in column C. 1. conditional formatting: format values where this formula is true =$T2=0 2. In my helper column T, I used the following formula...
  8. OCM

    count by date

    Greetings, Given the following fields; DOS (date of service) CODE eg. 747.12, 767.24, 777.56 etc I am trying to find out (count) those CODES that start with 767 per DOS. I only want one line per DOS. TIA Regards, OCM
  9. OCM

    login form

    Greetings, We’ve a login form that was created by former employee. After noticing that one can access the DB by simply clicking login button (without entering username and password), I made some modification to prompt users enter username and password to access the DB, which seems to work...
  10. OCM

    append/import

    Greetings, Currently running access 2016 (be/fe) split db. We have a table that holds old records that is not up to data and try to updated using excel file that is current and up to date. My goal is remove old records from the table and to include the latest records to this table. What is...
  11. OCM

    formatting text with comma

    Hi, In my excel sheet I have a field called Name to include last name, first name and middle initial. Currently, is displays as below: LastName 12 spaces FirstName 9 spaces Middle initials (example below) Brown Charles M Smith Lisa P I would like to add a comma between...
  12. OCM

    Report level formulas

    Hi, I’ve a combo box [TYPE] with two values to choose from (Primary & Secondary). Based on selection made from the dropdown, I would like to display the sum for the [Amount] field in my report. If user makes no selections, [Amount] = the sum of both values (primary and secondary). And, if...
  13. OCM

    Recover modified tables

    Hi, I was working of troubleshooting a query in my Dev. environment. I thought about posting a sample db (a strip down version) in the forum. To do so, I created a new DB and imported few objects that are relevant to my questions and modify two of the tables (deleted records rename etc.)...
  14. OCM

    common value(s)

    Greetings, I have a list of students from various states who attended local colleges. What is the best way to find out common college(s) to all students? e.g. in the attached sample, college #1 and college #3 are common to all students. Any ideas? TIA...
  15. OCM

    restore db

    Greetings, For some unknown reasons, the shared folder where the ms access db is stored disappeared. The IT department was able to restore the db. Since the restore, when users click the ‘attachment’ button they no longer see the folder where the attachments are stored. Instead, ‘My...
  16. OCM

    Building custom expression (ms access)

    Hi, I have a table with the following fields/values: Status: open, closed, pending ClosedReason: 1, 2. 3 If status = closed, then ClosedReason will display one of the numeric values from drop down. However, I would like to change the query criteria and build expression so that the query...
  17. OCM

    Hi, I created a form for users t

    Hi, I created a form for users to answer to a parameter value and click a button to preview the report. My goal is to export the result to excel. 1. When creating a second button ‘Export to Excel’ I attempted to use the wizard, but I did not see any option to export data to excel 2. I...
  18. OCM

    Passing parameter query to report

    Hi, I’ve a requirement whereby multiple users run a report based on their areas interests. For this, I created a form so users can enter a start/end date, and select a value from a dropdown and click run query etc. What I’m trying to accomplish is the following: #1. If a user selects start...
  19. OCM

    Calculation based on grouping

    Greetings, Given the attache sample, I would like to calculate as follows: 1. Sum ‘Amounts’ (column J)  $8,265.83 2. Sum ‘Units’ (column I)  59.00 3. Sum of ‘Amounts’/Sum of ‘Units’  $8,265.83/59 =$140.10 4. Subtract 24 from total units (step #2 above)  59 – 24 = 35 5. Finally...
  20. OCM

    maintenance

    Greetings, We are currently running a 2016 split db whereby users have their copy of the FE that is linked to the BE. I’ve couple of questions regarding database maintenance: 1. As an admin I can perform compact & repair, link table manager etc. But, when I try to perform backups, I get...

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