Year to Date

[ScotStuart]

I have a table which records debits, credits, and contras for each date in
month. I should like to create a report that would show totals by month for
debit, credit, contra and cummulative for month ( debit + credit + contra)
that will allso show a running total year to date for each column. I should
like to create a report showing the results. can anyone help me with this
please???

 

[Jeff Boyce]

Are you saying you have multiple "amount" columns? If so, that's
appropriate ... for a spreadsheet!

What about the idea of having a table with one column to record an amount,
and a second column to record "type" (debit, credit, "contra"). With a
third column to record AmountDate, you can do what you're describing in a
simple query.

Or have I misunderstood what you have already?

Regards

Jeff Boyce
<Office/Access MVP>

 

[ScotStuart]

Hi Jeff
I already have managed to get the totals for the month ...
i.e Month Debit Credit Contra Cumulative
Jan 10.00 -10.00 20.00 20.00

I have this in a query. How do I get total Debit, Credit, Contra and
Cumulative to appear at bottom or report please???

 

[Jeff Boyce]

One way would be to add a control in the section footer and set its
ControlSource to something like:

=Sum([YourDebitControl])

Repeat as needed for each "column".

Jeff Boyce
<Office/Access MVP>

 

[ScotStuart]

Many thanks.

One way would be to add a control in the section footer and set its
ControlSource to something like:

=Sum([YourDebitControl])

Repeat as needed for each "column".

Jeff Boyce
<Office/Access MVP>

Hi Jeff
I already have managed to get the totals for the month ...
i.e Month Debit Credit Contra Cumulative
Jan 10.00 -10.00 20.00 20.00

I have this in a query. How do I get total Debit, Credit, Contra and
Cumulative to appear at bottom or report please???

 

[access database reports]

Are you saying you have multiple "amount" columns? If so, that's
appropriate ... for a spreadsheet!

What about the idea of having a table with one column to record an amount,
and a second column to record "type" (debit, credit, "contra"). With a
third column to record AmountDate, you can do what you're describing in a
simple query.

Or have I misunderstood what you have already?

Regards

Jeff Boyce
<Office/Access MVP>