Map data based on effective date

R

richlyn9

New Member
Joined
Jun 13, 2009
Messages
11
Hi All,
I am unable to figure out how do i map data based on effective date
i have a record with transaction date, owner of transaction and another table which maps owner with department and effective date which tell me if an owner was transferred to a different dept and its effective date.
Hence when i am doing a simple lookup the dept mapping on the first table will change the values when the dept changes.

i am trying to build this on excel or access if possible to save time as data is large (25 MB file).
 
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I must be missing something here - your second table is present dept and effective date - so why do you need first table at all ?
 
Upvote 0
oldbrewer said:
I must be missing something here - your second table is present dept and effective date - so why do you need first table at all ?
Click to expand...

Second table will have older dept mapping as well,
so for the records in the first table prior to dept change i want to retain the older dept for any such instances.

Table 1

Transaction Date | Owner
10/31/16 ABC
10/16/16 ABC

Table 2
Owner | Dept | Effective date
ABC 123 10/20/16
ABC 456 09/20/16


so when i map dept in Table 1, i should get 456 for the 1st record and 123 for the second.
 
Upvote 0
[TABLE="width: 981"]
<colgroup><col><col><col><col><col><col><col><col><col span="2"><col><col></colgroup><tbody>[TR]
[TD]date[/TD]
[TD]owner[/TD]
[TD]curr dept[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]owner[/TD]
[TD]dept[/TD]
[TD]eff date[/TD]
[TD][/TD]
[/TR]
[TR]
[TD="align: right"]28/10/2016[/TD]
[TD]abc[/TD]
[TD="align: right"]777[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]abc[/TD]
[TD="align: right"]123[/TD]
[TD="align: right"]20/10/2016[/TD]
[TD][/TD]
[/TR]
[TR]
[TD="align: right"]15/10/2016[/TD]
[TD]def[/TD]
[TD="align: right"]456[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]def[/TD]
[TD="align: right"]456[/TD]
[TD="align: right"]15/10/2016[/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD]abc[/TD]
[TD="align: right"]777[/TD]
[TD="align: right"]28/10/2016[/TD]
[TD][/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
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[TD]this macro has populated the date and curr dept columns[/TD]
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[/TR]
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[TD]by working through the table on the right[/TD]
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[TD]it assumes dates are in ascending order[/TD]
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[/TR]
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[TD]if they are not extra code will be needed to sort into ascending order[/TD]
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[/TR]
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[TD]For j = 2 To 3[/TD]
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[/TR]
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[TD] For k = 2 To 4[/TD]
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[TD] If Cells(k, 9) = Cells(j, 2) Then temp = Cells(k, 11): dept = Cells(k, 10)[/TD]
[TD][/TD]
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[/TR]
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[TD] Next k[/TD]
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[/TR]
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[TD] Cells(j, 1) = temp[/TD]
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[/TR]
[TR]
[TD][/TD]
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[TD] Cells(j, 3) = dept[/TD]
[TD][/TD]
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[TD][/TD]
[/TR]
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[TD][/TD]
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[TD] Next j[/TD]
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[TD]End Sub[/TD]
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[/TR]
</tbody>[/TABLE]
 
Upvote 0
the below code works in excel, where both the tables are in to different sheet of the same woorbook
now to write this in access.


Public Sub test()
Sheets("Sheet1").Activate
lrow1 = Cells(Rows.Count, 1).End(xlUp).Row
ThisWorkbook.Worksheets("Sheet1").AutoFilter.Sort.SortFields.Clear
ThisWorkbook.Worksheets("Sheet1").AutoFilter.Sort.SortFields.Add Key:=Range _
("B2:B" & lrow1), SortOn:=xlSortOnValues, Order:=xlAscending, DataOption:= _
xlSortNormal
ThisWorkbook.Worksheets("Sheet1").AutoFilter.Sort.SortFields.Add Key:=Range _
("A2:A" & lrow1), SortOn:=xlSortOnValues, Order:=xlDescending, DataOption:= _
xlSortNormal
With ThisWorkbook.Worksheets("Sheet1").AutoFilter.Sort
.Header = xlYes
.MatchCase = False
.Orientation = xlTopToBottom
.SortMethod = xlPinYin
.Apply
End With
Sheets("Casesview").Activate
lrow = Cells(Rows.Count, 1).End(xlUp).Row

For i = 2 To lrow
cnt = Application.WorksheetFunction.CountIf(Sheets("Sheet1").Range("B:B"), Cells(i, "I").Value)
CreatedDate = Cells(i, "f").Value

FindString = Cells(i, "I").Value

For j = 1 To cnt
Sheets("Sheet1").Activate
With Sheets("Sheet1").Range("B:B")
Set Rng = .Find(What:=FindString, _
After:=.Cells(.Cells.Count), _
LookIn:=xlValues, _
LookAt:=xlWhole, _
SearchOrder:=xlByRows, _
SearchDirection:=xlNext, _
MatchCase:=False)
If Not Rng Is Nothing Then
Application.Goto Rng, True
Else
MsgBox "Nothing found"
End If
End With
If cnt = 1 Then
Sheets("CasesView").Range("AD" & i) = ActiveCell.Offset(0, 1).Value
Sheets("CasesView").Range("AE" & i) = ActiveCell.Offset(0, 2).Value
Sheets("CasesView").Range("AF" & i) = ActiveCell.Offset(0, 3).Value
Sheets("CasesView").Range("AG" & i) = ActiveCell.Offset(0, 4).Value
Sheets("CasesView").Range("AH" & i) = ActiveCell.Offset(0, 5).Value
Else
If CreatedDate >= ActiveCell.Offset(j - 1, -1).Value Then
Sheets("CasesView").Range("AD" & i) = ActiveCell.Offset(0, 1).Value
Sheets("CasesView").Range("AE" & i) = ActiveCell.Offset(0, 2).Value
Sheets("CasesView").Range("AF" & i) = ActiveCell.Offset(0, 3).Value
Sheets("CasesView").Range("AG" & i) = ActiveCell.Offset(0, 4).Value
Sheets("CasesView").Range("AH" & i) = ActiveCell.Offset(0, 5).Value
End If
End If
Sheets("CasesView").Activate
Next
Next
End Sub
 
Upvote 0
My data runs in to over 60, 000 rows and hence this is dosent seem like a very good solution to me.
Can such a thing be done in Power BI or access?
 
Upvote 0
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