Linking Databases

[Guest]

Hey guys!

In access, I have (1) Account List Database and (2) a Trade Details
Database. On both Databases, they have two fields that are distinct. The
account number and the plan sponsor field. Now....The trade details database
has every single trade listed by account number and has a field for Plan
Sponsor (that is not filled with anything. So one account number will show
up an unlimited amount of times with no plan sponsor. But, the Account list
has each account number listed only once and along with it has the plan
sponsor listed only once.

How do I create a search that says, I want you to sort by account number and
sum each account number that has a plan sponsor. (Note: the plan sponsor's
only show on the Account List) I also want it to show within a specific
date, that will be identified by the user.

 

[Damon Heron]

Is there some reason there are two separate db's? It seems to me that it
should be one database. The AccountList is related to the Trade Details by
the Acct.Number. Why does the TradeDetails have a field Plan Sponsor that
is empty??

The query in the Account List db would be something like this:
Select [your fields] from [your Account List table] where [your Plan
Sponsor field] <>0;

of course, depending on the datatypes in plan sponsor field

Damon

 

[Guest]

Right, good question.

The Account List is a list of all the accounts that we opened in the past
and the accounts to be opened (for our clients) in the future. The Account
List contains information from the specific to our client. Account Name,
Account Number, Plan Sponsor, Address, Account Code.....But the Trade Details
gives all of the specifics as it relates to the trades done in that account.
I recieve a separate feed everyday that only gives me certain parameters for
the trade details. I cannot attach a plan sponsor to the trade details.
That's why I need the field shown, but I'd have to fill it in before it's
converted over.

Is there some reason there are two separate db's? It seems to me that it
should be one database. The AccountList is related to the Trade Details by
the Acct.Number. Why does the TradeDetails have a field Plan Sponsor that
is empty??

The query in the Account List db would be something like this:
Select [your fields] from [your Account List table] where [your Plan
Sponsor field] <>0;

of course, depending on the datatypes in plan sponsor field

Damon

Hey guys!

In access, I have (1) Account List Database and (2) a Trade Details
Database. On both Databases, they have two fields that are distinct. The
account number and the plan sponsor field. Now....The trade details
database
has every single trade listed by account number and has a field for Plan
Sponsor (that is not filled with anything. So one account number will
show
up an unlimited amount of times with no plan sponsor. But, the Account
list
has each account number listed only once and along with it has the plan
sponsor listed only once.

How do I create a search that says, I want you to sort by account number
and
sum each account number that has a plan sponsor. (Note: the plan
sponsor's
only show on the Account List) I also want it to show within a specific
date, that will be identified by the user.