Re: [MS_AccessPros] Summing from a hierarchy

 

Adam-

I think what's confusing me is your original list of fields below doesn't show a link between Clients and Accounts.  Is there a ClientID in tblAccounts?  If so then the relationships are:

tblParents  ——> tblClients ——> tblAccounts

^      |

|      |

+——+

Correct?

You need a basic query that joins tblParents LEFT JOIN tblClients LEFT JOIN tblAccounts.

Include that in another query that does a filter on tblParents.ParentParent IS NULL to find the root node.  Then include the query again as many times as you have levels.  Start with the first query and LEFT JOIN it from query1.ParentID to query2.ParentParent.  Continue with a join from query2.ParentID to query3.ParentParent, and so on.

That will "walk" you down the levels, but everything will be horizontal, not vertical.  I suppose you could then "pivot" that using a UNION query, and identify the level with a literal.

Is that what you're trying to do with your Nodes table?

John Viescas, Author

Microsoft Access 2010 Inside Out

Microsoft Access 2007 Inside Out

Microsoft Access 2003 Inside Out

Building Microsoft Access Applications 

SQL Queries for Mere Mortals 

http://www.viescas.com/ 

(Paris, France)

On Mar 26, 2015, at 10:49 PM, runuphillracing@yahoo.com [MS_Access_Professionals] <MS_Access_Professionals@yahoogroups.com> wrote:

John,

No. It links to a ParentID in tblParents. In tblParents you have a company (made up) Giant Bank (GB). GB has a number of subsidiaries, See a sample hierarchy below

>GB - ID1

       Acct#ABC001

       Acct#ABC002

   >GB Mortgage - ID2

       Acct#ABC123

       Acct#ABC345

   >GB Auto Finance - ID3

       Acct#DEF123

   >GB Collections - ID4

       Acct#GHI123

   >Medium Bank 1 - ID5

         Acct#ABD345

      >MB1 Mortgage - ID6

             Acct#ABD678

         >MB1 Loan Servicing - ID7

             Acct#ABD999

   >Medium Bank 2 (industry M&As) - ID8

      ...

> represents a Parent with a ParentID autonumber. ParentID would be unique/primary in tblParents. The field I called Parent (which I now realize I can't use in Access/SQL, so I now call ParentParent) is a long that points to another ParentID. For example,:

ParentID; Name; ParentParent

1; GB; null

2; GB Mortgage; 1

3; GB Auto Finance; 1

4; GB Collections; 1

5; Medium Bank 1; 1

6; MB1 Mortgage; 5

7; MB1 Loan Servicing; 6

8; Medium Bank 2; 1

tblNodes would have the following records:

ParentID; AcctNo

5; ABD345

5; ABD678

5; ABD999

6; ABD678

6; ABD999

7; ABD999

1; ABC001

1; ABC001

etc.

Some Parents would only have a single AcctNo.

Regardless of the details of the setup, is this a good approach, to build (VBA) tblNodes via loops through recordsets? Is there a better/easier way?

Currently, there are about 6,000 records in tblAccounts, 4,500 records in tblParents, only a couple of hundred of which are children of other parents. I'm guessing tblNodes would end up with about 8,000 records.

P.S. Your adopted country need some serious PR.

---In MS_Access_Professionals@yahoogroups.com, <JohnV@...> wrote :

Adam-

I don't get what tblParents is doing.  That looks the same to me as your proposed tblNodes.  Doesn't the ParentID in tblClients link to another client?  That's the chain I would think you would follow.

John Viescas, Author

Microsoft Access 2010 Inside Out

Microsoft Access 2007 Inside Out

Microsoft Access 2003 Inside Out

Building Microsoft Access Applications 

SQL Queries for Mere Mortals 

http://www.viescas.com/ 

(Paris, France)

On Mar 26, 2015, at 9:09 PM, runuphillracing@... [MS_Access_Professionals] <MS_Access_Professionals@yahoogroups.com> wrote:

John,

Think of it is somewhat like a BoM.

One problem with changing it on the fly, I think, is how do I write that SQL if there can be 0 to infinite (theoretically) levels of children - an unknown number of "In (SELECT" nests.

Another is that, in addition to viewing each Parent individually, I also want to view them as a list, ranked by revenue (descending).

What do you think of the idea of creating an additional table, let's call it tblNodes?

tblNodes

   *ParentID (long, link to tblParents)

   *AcctNo(text, link to tblAccounts)

*Combined make the primary key

This would contain a list of all parents (nodes), and all AcctNos under that node. I would create this table by looping through the tblParents, tblClients, and tblAccounts. I would have to recreate this table each time a new account or client is added/deleted or hierarchy changed, but that's much less frequent than every time my forms are current. The forms (list and individual Parent view) would be based on a query combining tblNodes, tblAccounts^, and tblRevenue.

^I realize that tblAccounts and tblClients should be combined into a single table:

   *ClientID (auto)

   ClientName (text)

   ParentID (long)

   *AcctNo (text, alphanumeric)

   AcctName

   ProductType (text)

*ClientID and AcctNo make the primary key.

What do you think of this approach? Is there a better way? What else can I do to explain this better?

Thanks

Adam

---In MS_Access_Professionals@yahoogroups.com, <JohnV@...> wrote :

Adam-

It's not clear what you're trying to do.

Yes, you can change the Record Source of a Form on the fly by assigning the appropriate SQL to the RecordSource property.

John Viescas, Author

Microsoft Access 2010 Inside Out

Microsoft Access 2007 Inside Out

Microsoft Access 2003 Inside Out

Building Microsoft Access Applications 

SQL Queries for Mere Mortals 

http://www.viescas.com/ 

(Paris, France)

On Mar 26, 2015, at 4:40 PM, runuphillracing@... [MS_Access_Professionals] <MS_Access_Professionals@yahoogroups.com> wrote:

Repost. I'm looking for help in summing from children, grandchildren, etc., in a hierarchical relationship. See original post below.

I know how to create a recordset with this data, but I don't know how to have a form's recordsource be based on a recordset created at that time. I suppose I could make a table each time, but that seems inefficient. Is that how I should go? Is there another way?

---In MS_Access_Professionals@yahoogroups.com, <runuphillracing@...> wrote :

I have clients set up in a hierarchical relationship. I want to be able to move (on a form) up and down the tree levels showing totals at each node for all the children, grandchildren, etc., under that node.

The key tables and fields (not all fields listed, just enough to explain, I hope) I have (so far) are:

tblClients:

  ClientID (auto)

  ClientName (text)

  ParentID (long)

tblAccounts (a client may have multiple accts)

  AcctNo (text, alphanumeric)

  AcctName

  ProductType (text)

tblParents

  ParentID (auto)

  ParentName (text)

  Parent (long, ParentID of this parent, if there is one)

  SalesRep

tblRevenue

  AcctNo (text)

  Revenue (currency)

I know how to sum from one level below, but not sure how to get beyond that.

Thanks

Adam Feerst

Denver, CO

__._,_.___

---

Posted by: John Viescas <johnv@msn.com>

---

Reply via web post

•

Reply to sender

•

Reply to group

•

Start a New Topic

•

Messages in this topic (7)

Visit Your Group

• New Members 1

• Privacy • Unsubscribe • Terms of Use

.

__,_._,___