Monthly totals in report?

[Susan]

I have a report that has weekly detail and amounts and I produced a report
for weekly dates and totals. How can I produce a report for the monthly
totals from that. I thought I could use the month function to get the month
from the date but I do not know how to set up a control based on that value
from the function and get totals.

Thanks for information.
Susan

 

[Duane Hookom]

I'm not sure how you will get monthly totals from weekly totals. Most weeks
span two months. Can you explain further?

You can sort/group your report on an expression like:
=Format([DateField], "yyyymm")

 

[Susan]

I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00





I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00

etc.



How do you do the above? Where do you place the =Format([DateField],
"yyyymm")? But can you set a control break for that?

I'm not sure how you will get monthly totals from weekly totals. Most
weeks
span two months. Can you explain further?

You can sort/group your report on an expression like:
=Format([DateField], "yyyymm")

--
Duane Hookom
Microsoft Access MVP

I have a report that has weekly detail and amounts and I produced a
report
for weekly dates and totals. How can I produce a report for the monthly
totals from that. I thought I could use the month function to get the
month
from the date but I do not know how to set up a control based on that
value
from the function and get totals.

Thanks for information.
Susan

 

[Duane Hookom]

If you don't want to display any details, you might be able to get by with
basing your report on a totals query that groups by Month and Year.

If you need the detail records then find the sorting and grouping dialog in
the report design and enter the expression that I suggested. Change the
[DateField] to your date field. Display either the group section header or
footer for your totals display.
--
Duane Hookom
Microsoft Access MVP

I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00





I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00

etc.



How do you do the above? Where do you place the =Format([DateField],
"yyyymm")? But can you set a control break for that?

I'm not sure how you will get monthly totals from weekly totals. Most
weeks
span two months. Can you explain further?

You can sort/group your report on an expression like:
=Format([DateField], "yyyymm")

--
Duane Hookom
Microsoft Access MVP

I have a report that has weekly detail and amounts and I produced a
report
for weekly dates and totals. How can I produce a report for the monthly
totals from that. I thought I could use the month function to get the
month
from the date but I do not know how to set up a control based on that
value
from the function and get totals.

Thanks for information.
Susan

 

[Susan]

Thank you very much! I got the report to work!

If you don't want to display any details, you might be able to get by with
basing your report on a totals query that groups by Month and Year.

If you need the detail records then find the sorting and grouping dialog
in
the report design and enter the expression that I suggested. Change the
[DateField] to your date field. Display either the group section header or
footer for your totals display.
--
Duane Hookom
Microsoft Access MVP

I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00





I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00

etc.



How do you do the above? Where do you place the =Format([DateField],
"yyyymm")? But can you set a control break for that?

I'm not sure how you will get monthly totals from weekly totals. Most
weeks
span two months. Can you explain further?

You can sort/group your report on an expression like:
=Format([DateField], "yyyymm")

--
Duane Hookom
Microsoft Access MVP


:

I have a report that has weekly detail and amounts and I produced a
report
for weekly dates and totals. How can I produce a report for the
monthly
totals from that. I thought I could use the month function to get the
month
from the date but I do not know how to set up a control based on that
value
from the function and get totals.

Thanks for information.
Susan