This document outlines several VBA projects completed for clients. It describes updates made to forms and queries in an Access database to reflect invoice and delivery details. It also discusses using SQL queries to manage data in Access and using Access as a backend for Excel. Finally, it provides the VBA code used to generate a unique code number when values are selected in comboboxes for a policy tracking database.

1. VBA case studies
This document outlines parts of some of the VBA projects completed. Get
in touch if you need help with a new or existing Excel or Access application.
Example VBA projects
Access updates
The client wanted updates to the invoice and delivery note in Access. They
wanted it to reflect the invoice they see from their accounting package.
They also wanted payment details in the footer.

2. The client also wanted to add a delivery address so fields were added to
the existing form in Access and the existing queries updated.
SQL Queries
SQL queries can be written to create, read, update and delete data in
Access.
Access can be used as a back end for Excel. It is also possible to use other
databases like mySQL or MSSQL as a backend for Access/Excel. These
can be run on a PC or Mac. For example there is a mySQL driver for Mac.
An ODBC connection can be set up on Mac.

4. Mac compatibility
The client wanted the ability to run their existing Excel workbook on Mac.
This involves replacing all of the ActiveX controls with form controls and
updating the code.
Buttons and checkboxes were replaced here:
Generating a code using existing data
For the policy tracking database the client wanted an auto code number
generated when both comboboxes had been selected.

5. The following function was written to check the records in the database and
generate the fields:
Sub SetCode()
'Check if both comboboxes have values before generating
code
If IsNull(Me.PolicyManualCombo.Column(1)) Then
Exit Sub
End If
If IsNull(Me.PolicySectionCombo.Column(1)) Then
Exit Sub
End If
'Get policy manual section value from combobox
Dim policyManualValue As String
policyManualValue = Me.PolicyManualCombo.Column(1)
'Get this policy section combo
Dim PolicySectionComboValue As String
PolicySectionComboValue =
Me.PolicySectionCombo.Column(1)
'Instantiate DB and Recordset
Dim databaseRef As DAO.Database
Dim ManualIdRs As DAO.Recordset

6. 'Set DB
Set databaseRef = CurrentDb
'Query the Manual ID number by selected abbr in
combobox
Set ManualIdRs = databaseRef.OpenRecordset("SELECT
Manual_T.ManualID FROM Manual_T WHERE [ManualAbbr] = '" _
& policyManualValue & "'",
dbOpenDynaset)
'Declare selected manualID variable
Dim PolicyManualId As Integer
'Loop populated recordset and assign ManualId value to
variable
Do While Not ManualIdRs.EOF
PolicyManualId = ManualIdRs("ManualID")
ManualIdRs.MoveNext
Loop
'Setup section ID recordset
Dim SectionIdRs As DAO.Recordset
'Query the Section ID number by selected abbr in
combobox
Set SectionIdRs = databaseRef.OpenRecordset("SELECT
Section_T.SectionID FROM Section_T WHERE [SectionAbbr] = '"
_
& PolicySectionComboValue &
"'", dbOpenDynaset)
'Loop populated recordset and assign SectionId value to

7. variable
Do While Not SectionIdRs.EOF
PolicySectionId = SectionIdRs("SectionID")
SectionIdRs.MoveNext
Loop
' Concatenate and create new code
Dim concatedVersion As String
concatedVersion = policyManualValue + "-" +
PolicySectionComboValue
'Setup policydata recordset
Dim PolicyDataRs As DAO.Recordset
'Query all matching PolicyData records filter by
SectionId and ManualId
Set PolicyDataRs = databaseRef.OpenRecordset("SELECT
PolicyData_T.PolicyCode, PolicyData_T.PolicySection,
PolicyData_T.PolicyManual FROM PolicyData_T WHERE
[PolicySection] = " _
& PolicySectionId & " And [PolicyManual] = " &
PolicyManualId, dbOpenDynaset)
'Count number of records for above filter. Add one to
generate new Id.
Dim newRecordNumber As Integer
newRecordNumber = PolicyDataRs.RecordCount + 1
'Format new id to 3 digits
Dim numberOfRecords As String
numberOfRecords = CStr(Format(newRecordNumber, "000"))

8. 'Create new code by concatenating both codes, hyphens
and the new Id
Dim code As String
code = concatedVersion + "-" + numberOfRecords
'Fill code and check if it needs adding to the database
Me.PolicyCodeCombo.Value = code
End Sub