Best way to build a report

[Dave M]

Hello,

A couple of days ago I posted a similar question, but I will try to include
some more details this time. If I need more detail to clarify what I need,
please let me know.

I have several tables (shown below). I want to create a report that will
show each company grouped by type. In the details, I need each company to
have a sum of the amount in the transaction list filtered by date ranges
defined in a form. I need to have 12 different date range sums listed for
each account, and I also need to show a zero if there are no transactions for
that range. I have created the queries (10 of them) that I need to show the
correct information.

What is the easiest way of acheiving this?


1. Type
a. Type ID (one to company list)
b. Type Description
2. Company List
a. Company ID (one to Account Numbers)
b. Legal Name
c. Type ID (Many to type)
3. Account Numbers
a. Account Numbers (linked to Transactions)
b. CompanyID (Many to Company List)
4. Transactions(a linked Excel File)
a. Account Number (Linked to Account Number)
b. Effective Date
c. Balance or Instalment (contains either word, nothing else)
d. Amount

 

[Steve]

Hello Dave,

You need to use a dynamic crosstab query that will show the 12 date ranges
as column headers, company, type and account as rows and sum of transactions
as the value. Your report then needs to be grouped on company, type and
account. If you need it, you can have subtotals for each compay and a total
for all companies for each date range. None of this is trivial!!! I can
implement it for you for a very reasonable fee.

PC Datasheet
Providing Customers A Resource For Help With Access, Excel And Word
Applications
(e-mail address removed)

 

[Dave M]

Steve,

I'm definatly not a fan of your trying to get business from a helpboard, but
I appreciate you telling me how this needs to be done.

Dave

 

[John Marshall, MVP]

These newsgroups are for FREE peer to peer support. Take your snake oil
somewhere else.

John... Visio MVP

 

[Duane Hookom]

It isn't clear what you mean by "12 different date range sums" and "filtered
by date ranges defined in a form". Since you mention 12, do you want to print
a window of 12 months?

Then, why did you need 10 queries?

If you want monthly columns, then take a look at this link
http://www.tek-tips.com/faqs.cfm?fid=5466.

 

[Steve]

Dave,

If all I was trying to do was get business, I would not have taken the time
to tell you how this needs to be done! Creating a dynamic crosstab report is
not trivial and I offered you help in case you needed it. Try doing it
yourself and good luck. If you aren't able to get it, I will implement it
for you for a very reasonable fee.

PC Datasheet
Providing Customers A Resource For Help With Access, Excel And Word
Applications
(e-mail address removed)

 

[Duane Hookom]

At least this time you offered some advice prior to soliciting. You have to
admit that you have recently solicited in replies without providing any free
advice.

Your behaviour/actions are uniquely inappropriate. No one else makes similar
posts as blatantly or frequently as you. I read through 1,000s of posts in
these and other free public support venues and there is no one who even is
close to the abuse you practice.

 

[John Marshall, MVP]

Careful, he could take that as a compliment.

John... Visio MVP

 

[John Marshall, MVP]

If all I was trying to do was get business, I would not have taken the
time to tell you how this needs to be done!

Yes you would, you have no sense of morals or ethics.

Creating a dynamic crosstab report is not trivial

Only to you.

and I offered you help in case you needed it.

You are the only one who needs professional help and what you offer is no
were near professional level help. How many times have you been wrong in the
past week and rather than admit it, have chosen to attack those who point
out your mistakes.

I will implement it for you for a very reasonable fee.

This is the only part of the message you care about and it simply against
the rules. These newsgroups ar efor FREE peer to peer support.

PC Datasheet

Still can not put your own name to this trash?

John... Visio MVP

 

[Keith Wilby]

If you aren't able to get it, I will implement it for you for a

kick in the nuts.

(e-mail address removed)