Senin, 16 Februari 2015

Re: [MS_AccessPros] Data Analysis question

 

Steve,

Sorry for making this confusing. I do not need anything for the individuals. I should never have brought that up. It muddles the question.

I am ultimately trying to move away from the monthly copy of the table on the first of the month to an excel spreadsheet. In the spreadsheet I have 12 sheets for every month of the year. I paste the table into the excel sheet for the month. In the first 4 rows I have various metrics that count those metrics like the ones below. This is only a handful of the metrics. They go across the top. But I would like to add some more details to the counts like for each of the campuses for each of the metrics. like full time and part time and gender etc. So each campus has different departments also. If I remove excel from the piece, I can have it all contained in Access and I can set up a process to do it if I am not here. I thought a button at first to push and the table will be appended with each of the counts needed for the month. 

=COUNTA(A7:A586)
=COUNTIF($U$6:$U$586, "P")
=COUNTIF($F$6:$F586,"L")
=COUNTIF($AH$6:$AH$586,"HRY")




 
Jim Wagner


On Monday, February 16, 2015 10:12 AM, "Steve Conklin StephenMConklin@hotmail.com [MS_Access_Professionals]" <MS_Access_Professionals@yahoogroups.com> wrote:


Jim:

Please re-state the end game here - I was writing a lengthy answer but I am not sure that the prior set up is right for individuals; I was going for aggregates.


Steve




________________________________
> To: MS_Access_Professionals@yahoogroups.com
> From: MS_Access_Professionals@yahoogroups.com
> Date: Thu, 12 Feb 2015 19:21:28 +0000
> Subject: Re: [MS_AccessPros] Data Analysis question
>
>
>
> Stephen,
>
> Okay after looking at this a little more and deciding I did not want to
> get into this project at all, powers that be would like this to work.
> But the data should be by month not daily. the data they want by day is
> the name of employees, for which there is a data warehouse table
> already for that.
>
> So I am back to the project and I have questions before I build the
> last table
>
> So I created 3 of the 4 tables and wanted to touch base with you before
> I create the many to many table.
>
>
> The many-to-many where your data is imported:
> tbl_(campus)_dept_metrics: (campus_id optional FK), dept_id_fk,
> metric_id_fk, metric_value, metric_date.
>
> How does the data get into the table? What I mean is how does the
> append query look? Is there multiple queries that have criteria for
> each campus and for each department?
>
> Thank You
>
> Jim Wagner
> ________________________________
>
>
> On Wednesday, January 21, 2015 3:46 PM, "Stephen Conklin
> StephenMConklin@hotmail.com [MS_Access_Professionals]"
> <MS_Access_Professionals@yahoogroups.com> wrote:
>
>
>
> If your business need is daily, then so be it … You can connect an
> Excel dashboard to Access data, and create pivots with slicers or
> filters against the schema I outlined below.
>
> Steve
>
>
> From: MS_Access_Professionals@yahoogroups.com
> [mailto:MS_Access_Professionals@yahoogroups.com]
> Sent: Wednesday, January 21, 2015 5:24 PM
> To: MS_Access_Professionals@yahoogroups.com
> Subject: Re: [MS_AccessPros] Data Analysis question
>
>
> Steve,
>
> Because the count for employees count can change daily, such as hires
> and terms, we are thinking daily. Right now I copy monthly into excel
> and have a dashboard. that does the graphs. But it does not
> show an detailed history of a year.
>
>
>
> Jim Wagner
> ________________________________
>
> On Tuesday, January 20, 2015 6:56 PM, "Stephen Conklin
> StephenMConklin@hotmail.com<mailto:StephenMConklin@hotmail.com>
> [MS_Access_Professionals]"
> <MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>>
> wrote:
>
>
> Daily seems to be overkill for this type of data, but that's just IMO.
> But I would not store all of these in separate tables. As John said
> prior, store all of these in a table, where you have each campus/dept
> listed by day (again, couldn't this be monthly?)
>
> All your metrics tracked go into 1 table; just because Campus A doesn't
> want to track widgets today, doesn't mean they won't want it next
> Tuesday.
>
> Your data model, I would suggest as something like this:
>
> tbl_campus: pk_id, campus_name
> tbl_department: pk_id, campus_id_fk, dept_name
> tbl_metric: pk_id, metric_name
>
> The many-to-many where your data is imported:
> tbl_(campus)_dept_metrics: (campus_id optional FK), dept_id_fk,
> metric_id_fk, metric_value, metric_date.
>
> Hth,
> Steve Conklin
>
>
>
>
>
>
> From:
> MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>
> [mailto:MS_Access_Professionals@yahoogroups.com]
> Sent: Tuesday, January 20, 2015 2:33 PM
> To:
> MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>
> Subject: Re: [MS_AccessPros] Data Analysis question
>
>
> John,
>
> Okay. I will let you know how it goes.
>
> Thank You For the help.
>
>
> Jim Wagner
> ________________________________
>
> On Tuesday, January 20, 2015 12:30 PM, "John Viescas
> JohnV@msn.com<mailto:JohnV@msn.com> [MS_Access_Professionals]"
> <MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>>
> wrote:
>
>
> Jim-
>
> Putting campuses into separate tables will depend on what metrics you
> eventually need to report. If each campus requires different metrics,
> then maybe that's the way to go.
>
> 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 Jan 20, 2015, at 8:07 PM, Jim Wagner
> luvmymelody@yahoo.com<mailto:luvmymelody@yahoo.com>
> [MS_Access_Professionals]
> <MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>>
> wrote:
>
> John,
>
> that will probably be the direction to go in with a table. Should I
> separate the campuses into their own tables? each campus has different
> departments also. Should the departments be a column in the table?
>
>
>
>
> Jim Wagner
> ________________________________
>
> On Tuesday, January 20, 2015 11:49 AM, "John Viescas
> JohnV@msn.com<mailto:JohnV@msn.com> [MS_Access_Professionals]"
> <MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>>
> wrote:
>
>
> Jim-
>
> If you're not willing to share your SQL, it may be tough to help you.
>
> Break down what you ultimately need and try to design a "working" table
> that will be able to contain all the metric data. Then build several
> totals / append queries to load the rows into the working table. Don't
> try to do it all in one query.
>
> 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 Jan 20, 2015, at 5:47 PM, Jim Wagner
> luvmymelody@yahoo.com<mailto:luvmymelody@yahoo.com>
> [MS_Access_Professionals]
> <MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>>
> wrote:
>
> John,
>
> In my attempt to do it in one query, I created a massive piece of
> monster query. Then Realized that it was too much and may not help me.
> It is long and does not even have the individual departments yet. The
> issue may be that it does not reflect the campuses correctly. I do not
> want to add the sql because it may show some sensitive metrics that may
> not be appropriate to show in the forum.
>
>
>
> Jim Wagner
> ________________________________
>
> On Tuesday, January 20, 2015 9:33 AM, "John Viescas
> JohnV@msn.com<mailto:JohnV@msn.com> [MS_Access_Professionals]"
> <MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>>
> wrote:
>
>
> Jim-
>
> If you're not interested in the raw data - just the metrics - it does
> make sense to dynamically link to the downloaded table, run a query or
> queries to get the initial counts, and append those counts by day to a
> "working" table in Access. I assume the raw data has columns for
> employment status (full, part, on leave), employee classification,
> campus name, pay type, FICA type, minority type, grade, department, and
> FTE %. You might need to run multiple Totals queries to get the
> metrics you want to save. I would need to know more about the specific
> types of metrics to advise you further.
>
> 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 Jan 20, 2015, at 5:20 PM, Jim Wagner
> luvmymelody@yahoo.com<mailto:luvmymelody@yahoo.com>
> [MS_Access_Professionals]
> <MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>>
> wrote:
>
> John,
>
> Because the downloaded file has about 479 rows each day, I did not want
> to store each table for each day in the database because of bloat. That
> is why my thought was to create a query that would get the counts for
> each of the metrics, append to a table the data for each day. then I
> was going to do the analysis in excel or even in Access. If there is
> another idea out there, let me know. I figure if I can get the counts
> for each day the analysis part will be the easy piece. I was thinking
> of a series of crosstabs but I could not figure how to connect the data
> without using power pivot.
>
> the type of metrics I am looking for is
>
> There are 4 campuses at the university.
> Each campus and department has different metrics that they are tracking.
>
> Total Employees
> Full time
> Part time
> On Leave
> Emp Classification type which has 3 types including Student
> Total Employees per campus
> Pay type like hourly, salary, or student
> Fica type
> Gender
> Minority type
> Grade includes 7 types like 01, 02, 03, 04, 2,3,4
> FTE % type includes 25%, 50%, 75% or 100%
> then each department break down for each of the metrics above.
>
> Thank You
>
>
>
> Jim Wagner
> ________________________________
>
> On Tuesday, January 20, 2015 2:19 AM, "John Viescas
> JohnV@msn.com<mailto:JohnV@msn.com> [MS_Access_Professionals]"
> <MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>>
> wrote:
>
>
> Jim-
>
> Do the calculations simply involve applying formulas to columns in the
> imported data? If so, why not do the calculations in a query when
> needed or in Excel? What sort of analysis do you plan to do in Excel?
> Unless you need some complex financial functions, it might be best to
> do your "analysis" in Access with a report. Use the right tool for the
> job.
>
> 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 Jan 20, 2015, at 3:28 AM, Jim Wagner
> luvmymelody@yahoo.com<mailto:luvmymelody@yahoo.com>
> [MS_Access_Professionals]
> <MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>>
> wrote:
>
> Bob,
>
> The calculations are in the query and then appended to the table. That
> is what is in my head at this point. I have created a query with some
> calculations but have not even converted the select query to an append
> query.
>
> I have a downloaded table every day. I would like to capture the
> calculations for the various metrics and then have the append query add
> the calculated values in the query to the table based on the date. Then
> I was going to do the analysis on the table in Excel. This is what I
> have in my head.
>
>
>
> Jim Wagner
> ________________________________
>
> On Friday, January 16, 2015 2:40 AM, "'Bob Phillips'
> bob.phillips@dsl.pipex.com<mailto:bob.phillips@dsl.pipex.com>
> [MS_Access_Professionals]"
> <MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>>
> wrote:
>
>
> I have to ask, why would you add totals to the table? That is a no-no
> surely, totals should be calculated in the query so that you always
> include all of the latest data.
>
> From:
> MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>
> [mailto:MS_Access_Professionals@yahoogroups.com]
> Sent: 15 January 2015 23:27
> To:
> MS_Access_Professionals@yahoogroups.com<mailto:MS_Access_Professionals@yahoogroups.com>
> Subject: [MS_AccessPros] Data Analysis question
>
>
> So I have a question that I have been working on a solution for 2 days
> and I am unable to come up with a way to accomplish this. We would like
> to do some analysis for some data that we download every day. I would
> like to have the totals for each metrics appended to a table each day
> for a week from the current download each day. there are 4 campuses and
> 20 departments and we would like to track things like
>
> Gender
> FTE like .25%, .50% etc
> Employee status
> Race
> Grade
> Full or part time
>
> I figure that we could use Excel to do the analysis but my issue is how
> do I get to append the data each day from the new table download?
>
>
>
>
> Jim Wagner
> ________________________________
>
>
>
>
>
>
>
>
>
>
>
>
>
>                         

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Posted by: Jim Wagner <luvmymelody@yahoo.com>
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