A
Andre Adams
Question.
If I'm working with 2 different tables, and both tables have the column that
I want my query to be sorted by, (Plan Sponsor). On one of the reports the
Plan Sponsor is a part of the "Account List", where only the account
information (i.e, Address, account number, Full Account Name, -basic
information-). And the other has the accounts sorted by actual trade
detailed information. (i.e, Trade date, Settlement date, Quantity, Shares,
price, etc....). However, the Plan Sponor "field" is only filled in on the
"Account List". Not the Detailed list.
My question is this. It is impossible for me to fill in every trade (over
25,000) with each plan sponsor for each account. I do not have a source that
would give me the plan sponsor to upload into Access everyday. Therefore,
I'd like a formula to say, in the Query, every account number on the
"Detailed Trade Information", will be linked to the Actual accounts on the
"Account List". And when that account has a Plan Sponsor, show me the trade.
Please tell me you can help me with this one.
If I'm working with 2 different tables, and both tables have the column that
I want my query to be sorted by, (Plan Sponsor). On one of the reports the
Plan Sponsor is a part of the "Account List", where only the account
information (i.e, Address, account number, Full Account Name, -basic
information-). And the other has the accounts sorted by actual trade
detailed information. (i.e, Trade date, Settlement date, Quantity, Shares,
price, etc....). However, the Plan Sponor "field" is only filled in on the
"Account List". Not the Detailed list.
My question is this. It is impossible for me to fill in every trade (over
25,000) with each plan sponsor for each account. I do not have a source that
would give me the plan sponsor to upload into Access everyday. Therefore,
I'd like a formula to say, in the Query, every account number on the
"Detailed Trade Information", will be linked to the Actual accounts on the
"Account List". And when that account has a Plan Sponsor, show me the trade.
Please tell me you can help me with this one.