I have a report that is calculating account revenue for my sales reps. I am able to generate the report, group by the sales rep and then total their total account revenue. Now I want to group on the total field that I just calculated. How do I do that?
View RepliesI have been stuck on this one for a while. I have an Access 2003 Database that I need to calculate the MTD sales and the YTD sales of parts ordered
Here are the relevant tables and thier attributes
Part -
PartNum
Description
UnitPrice
OnHand
ReorderPoint
Orders -
OrderNum
OrderDate
CustomerNum
CustomerPONum
OrderDetail -
PartNum
NumOrdered (Quantity)
QuotedPrice
NumShipped
If I have left anything off that may be vital please ask and I will supply the info. I need this info ASAP though.
I think the answer has something to do with the Date() and CurrentDate() but I have no clue. Please let me first know the queries I need to run and that should be it. I just need to put MTD and YTD Sales in a report.
I REALIZED THIS SHOULD BE A QUERY THIS WILL BE POSTED IN QUERY INSTEAD
I have been looking for quite some time for some vba code that would return a date based on values in 2 fields.
In other words, I already have a field that returns transit days based on the customer chosen. End users will then enter a DueDate for the order. I want a field that returns a "ScheduledShipDate" based on [DueDate]-[TransitDays]. The part that makes this more difficult, in my opinion, is the fact that I also need to take into account some specific holidays.
I have already constructed a table with a list of the 6 company holidays and their corresponding dates. [tblHolidays.HolidayDate]
Unfortunately, my vba knowhow might as well be limited to copy and pasting as I do not need to use it all that often.
stuck with this problem on trying to calculate the aggregate sales totals of a product within a specific time frame. The query that I have built instead divides each sum by date, where it should be grouped according to product instead.
Here are some screen shots as to how it looks in Access. [also see attached ZIP if you don't want to unbreak links ]
[URL]
As you can see, the PRODUCT_ID column is not combining together according to their IDs.
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This how my Design View looks.
The SQL for my current query is:
SELECT PRODUCTS.PRODUCT_ID, Sum(SALES.SALES) AS SumOfSALES, SALES.TRANSDATE
FROM PRODUCTS INNER JOIN SALES ON PRODUCTS.PRODUCT_ID = SALES.PRODUCT_ID
GROUP BY PRODUCTS.PRODUCT_ID, SALES.TRANSDATE
HAVING (((SALES.TRANSDATE)>=#9/1/2008# And (SALES.TRANSDATE)<=#12/31/2008#));
I'm making a query that has the following Fields
Product (Table PDZRN1)
Whse (Table PDZRN1)
Description (Table PDZRN1)
On Hand (Table PDZRN1)
Unit Cost (Table PDZRN1)
Unit Price (Table PDZRN1)
LastDate: Date (Table Sales_History) (using the Max function)
Where I am stuck is I want 4 additional columns to pull the last 3 fiscal years and total sales for each Product for the 3 previous fiscal years. The Field with sales amount is "Sales" it is located in Table "Sales_History", and the dates for the invoices are in the field "Date". I tried the following query, but I'm sure it didn't work because I failed to push the data back to the date field:
Field - FY2013Sales: Sales
Table - Sales_History
Total - Sum
Criteria - <= 04/01/2012 and <= 03/31/2013
how to link my criteria back to the "Date" field, or if I'm even going down the write path.
I am designing a new database for our life and disability department and they have several different policies where the base life insurance reduces at certain ages.
Please take a look at the scenarios listed below and give me any suggestions and tips on the best way to get this done. If you have any.
Below are the 12 scenarios:
1.) Reduces 75% at Age 70
2.) Age 65 to 70 the life amount is $9,000 and Age 70 and over the life amount is $6,000
3.) Reduces at age 65 by 92%, age 66 by 84.64%, age 67 by 77.869%, age 68 by 71.639%, age 69 by 65.908% and age 70 and over by 40%.
4.) On the day following the 70th birthday, the life amount will reduce to 70%. On the day following the 75th birthday the life amount will reduce to 40% of the 70th birthday reduced amount.
5.) On the Policy Anniversary Date following the 70th birthday - reduces 50%
6.) On the Premium Due Date following the 70th birthday, the life amount will reduce to 70%. On the Premium Due Date following the 75th birthday, life amount will reduce to 40% of the amount of the 70th birthday reduced amt.
7.) Age 65 life amount reduces to 65%. Age 70 life amount reduces to 35%. Age 75 life amount reduces to 25%.
8.) Terminates on the first of the month following the 65th birthday.
9.) Terminates Age 70
10.) Terminates on date of retirement or 1st or month following 70th birthday
11.) Terminates Age 65
12.) Never Reduces
Thanks for your time, Brian
Hi folks,
I would like to add up all the records in a field to get a grand total. Can I run a query to do this? I've tried the Totals button, but doing this is just summing the individual records, not all of the together.
Thanks for any help you can suggest to this Access virgin.
I am calculating the total sales using the formula, in a new field;
Total Sales: ([Quantity]*[Price])+[postage]
This works fine and adds up the totals of each individual sale. But, what I really want to show is the grand total of all sales (the total of all figures in the new "Total Sales" Column)
Thank you
I created a crosstab query to give me the aggregate totals for each of my 10categories over 3 years. Categories going down, years going across. However when I try to create a report and sum the 3 years I don't get a true sum it adds the fields togethers. Example.
2004 - 0
2005 - 1850
2006 - 0
I get 01850. I need to get a true sum. Do I need to create 3 separate queries to bring the actual values in to do a calculation?
Thanx.
Hi,
Wonder could anyone help me…haven’t used Access for a while and I’m a little rusty :confused: :confused: I am trying to run a query where I need to calculate the total amount of money received between two dates.
My field are DateReceived and FeeAmount. For example I need to calculate the total amount of fees received between 01/01/2007 & 01/04/2007.
Any help appreciated
I am designing a new database for our life and disability department and they have several different policies where the base life insurance reduces at certain ages.
Please take a look at the scenarios listed below and give me any suggestions and tips on the best way to get this done. If you have any.
Below are the 12 scenarios:
1.) Reduces 75% at Age 70
2.) Age 65 to 70 the life amount is $9,000 and Age 70 and over the life amount is $6,000
3.) Reduces at age 65 by 92%, age 66 by 84.64%, age 67 by 77.869%, age 68 by 71.639%, age 69 by 65.908% and age 70 and over by 40%.
4.) On the day following the 70th birthday, the life amount will reduce to 70%. On the day following the 75th birthday the life amount will reduce to 40% of the 70th birthday reduced amount.
5.) On the Policy Anniversary Date following the 70th birthday - reduces 50%
6.) On the Premium Due Date following the 70th birthday, the life amount will reduce to 70%. On the Premium Due Date following the 75th birthday, life amount will reduce to 40% of the amount of the 70th birthday reduced amt.
7.) Age 65 life amount reduces to 65%. Age 70 life amount reduces to 35%. Age 75 life amount reduces to 25%.
8.) Terminates on the first of the month following the 65th birthday.
9.) Terminates Age 70
10.) Terminates on date of retirement or 1st or month following 70th birthday
11.) Terminates Age 65
12.) Never Reduces
Thanks for your time, Brian
I have a table with revenue by contract imported from crystal reports. This data is then thrown in a query to match the contract with the corresponding account rep. The query is set to prompt the end user to enter the account rep name so that only revenue (and related data) is shown for that specific account rep. All that works great. My problem is that I need to show column totals by account rep in the query so that it can be exported to excel and emailed to each individual account rep on a weekly basis. Can someone please help me?
I appreciate any advice!
For some reason I can't write the proper query to get a simple total from a single table. Here is the basic table design:
Transaction ID___Product ID___ Transaction Date____Transaction Quantity
1______________Product A____6/12/2006__________200
2______________Product B____6/12/2006__________500
3______________Product C____6/14/2006__________100
4______________Product B____6/15/2006__________200
5______________Product C____6/16/2006__________300
6______________Product A____6/17/2006__________500
I'm trying to get the total transactions quantity for each product so that I could end up with a form or a report that would show:
Product ID_____ Transaction Quantity Total
Product A______700
Product B______700
Product C______400
... and so on for each item.
What would actually be entered in the query? I'm assuming I would have four columns in the query:
transaction id____product number____transaction qty____expression
Then I would use the SUM feature so the "group by" row appears.
Then I would build the expression above in an expression column. If that's correct, could you give me the expression typed "exactly" as you think it would appear? I'm getting syntax errors when I'm trying it.
And then, once I have the expression built, what should be the "group by" selection under each of the columns?
Sorry for being so ignorant. The rest of my data base works great... but I'm just not getting this one thing!
Thanks anyone who can help me!
I have created a form with company ID, company name, and so on. I put a subform in the main form which includes invoice & points information. Somehow I need to calculate a balance for each customers points. In the form I have points earned and points redeemed...how would i get the totals for each customer's balance?
The main form is linked to the subform, so that you can see each individuals record of points. Please let me know how I can get the balance for each customer.
Thanks.
I have been going over this too much, and i haven't been able to figure it out, It is probably easy solution i am overlooking.
I have a form with a subform that has 2 fields that i want to total separately and then get a grand total.
I also want the user to be able to update the fields which updates the totals.
Anyone have any suggestions
Thanks in advance!
I am looking to do some calculations in a form that can be output to a report.
Basically within the form i have 4 controls as well as the others
Tables
Benches
Chairs
Other Equipment
These controls are bound to a table.
The first 3 controls need to have have fixed costs 2.00, 1.50 and 1.00 respectively. The last needs to be manual input as it can be different dependant on the items in the memo box.
I then need each one to calculate separately to give me a sub total then add all together to give a total
This total needs output to a report for sending out a bill.
I currently have the 4 controls with 4 unbound textboxes beside them for the subtotals:
TablesTotal
BenchesTotal
ChairsTotal
OtherTotal
4 unbound textboxes for the fixed amount and manual input amount (maybe this is where i'm going wrong)
TableCost
BenchCost
ChairCost
OtherCost
and then one more unbound textbox for the total:
TotalTotal
Do i need to create a table for the fixed costs? If so whats the best way to set this up. What should i be binding textboxes too if anything?
Hope this makes sense.
Thanks in advance
I'm trying to build some queries with calculations in, and I'm not able to do what I had hoped. Am I doing it wrong?
This is about sales.I'd like to firstly, be able to have a quick query, to see how many items a seller listed, with total price (this seems fine, if I count the item IDs, and sum hammer price in a query).And vice versa, by buyers.But, I'd like to sum for sellers, number of items Sold, Returned or Relisted.
I have a status (blank for active, "sold, "relisted" or "returned", and thought, I could "count", by the status = "Sold" (ie), but it won't accept the expression.
for sellers, I had hoped to have one query, with total items listed, total money made, then totals for still active, sold, returned and relisted items.
Am sure I'm doing something basic wrong, but I can't think what.
I have a database in which 3 different areas can receive a payment. Prepay Amount, After Hours Charge, Previous Balance. Each one of these payments has 3 different payment types.... cash, credit, check. Now, when a cashier takes a payment, they have to choose whether it's cash, credit, or check, and they can feasibly enter payments into all 3 fields. The question I have, is how can I do a balance sheet whereas everything is broken down into cash, check, and credit for all 3 payment categories. Then I will need it to add up the cash, credit, and check for a grand total.
For example:
Transaction 1 - Prepay -$20 check Balance -$10 check
Transaction 2 - Prepay -$10 cash After Hours -$20 cash
Transaction 3 - After Hours -$20 credit Balance -$30 credit
Transaction 4 - Prepay -$30 check After Hours -$20 check
Transaction 5 - Prepay - $40 cash Balance -$30 cash
How do I get the following output?
Prepay-------$100 (Cash $50 Check $50 Credit $ 0)
After Hours---$60 ((Cash $20 Check $20 Credit $20)
Balance-------$70 (Cash $30 Check $10 Credit $30)
--------------------------------------------------------
Total ---------$230 = $100 + $80 + $50
This is a basic example......each cashier handles about 100 customers per day. I don't want the cashiers to have to tab through a bunch of fields, and the cash/check/credit are on drop down lists.
I have data sheets as subforms on a Main nav page that show the students and the classes they are enrolled in. I have combo boxes to filter this for individual classes /students. On the Classes By Student DS I have the cost of each class. I want to total these classes per student and start building an accounts system that will show how much they owe and how much they have paid. I just need to start with the totals though.
On the Student by Classes DS I want to generate registers as reports. The only hard this in this is I would like to have a box for each class date on the form. I have put the term dates in a small table and I want a box for each class day from that.
Hi there! can anyone help me with this. Im doing a form that will compute the detailed totals. How can i do that in a form? Thanks in advance! your help is much appreciated!
View 1 Replies View RelatedI have a database where my team will enter manual payment calculations into. Once entered, they will run and print the report for actual payment.
The report I have groups by payment type (see attached image of paymetn types) and then sub totals by group.
I need to somehow get these totals and use them to generate a gross payment. In the attached example, the gross would be the sum of worked hours + before tax allowance + after tax allowance. I'm not sure how I can do this in the group footer.
I have attached images.
Am creating a Product-Sales Database, and I would like the corresponding Sales made in the Sale Table to be automatically deducted or to be reflected in the Product Table. The product table contains all my stock and has a relationship with the Sales Table. The Sale Table does not necessarily include the Stock. How can I create possibly a Sales Form that will be used as an entry point for all the products (stock) sold and automatically register the sold products in the Sales Table and at the same time make the required adjustments in the Products Table.
View 1 Replies View RelatedI have a tblCustomer table to track customer information. One field is for flights the customer books. I expect that a customer might book more than one flight, which should affect what he owes. (My tblFlights table includes fields for the cost of each flight.) How should I make the Flight field in tblCustomer so it accepts multiple flights and reflects on the customer's final bill and my own accounting tables that I haven't even created, yet?
I'm probably overthinking everything. This is just an Intro to Access class, and I only need 3 tables with 1 relationship. So far, I have 9 primary tables, 4 duplicate tables (for M:N relationships) and 11 relationships. I have to have tables for financial data, customer info and product/service info. I wasn't sure what I would need for my fictional airline, so I created tables to track everything I could think of, hoping to cover all 3 required types of data in the process.
I have two tables - Hours and Employees. Employees table has these fields:
EmpID, and First, and Last name.
Hours table has these fields:
EmpID, Hours, Funding Source, Nature of Work, Pay Period
I need to produce a report or a query that will display these results:
A column with a list of all the employees and all the Nature of Work categories going across with the sum of hours for each Nature of Work. I'm attaching an Excel spreadsheet that shows kind of what I need. Also, these reports need to be produced for each Funding Source and
Pay Period, so something like [Enter Funding Source] and [Enter Pay Period]
My question is that I don't know how to make a report that will just list a column with all the names and count the sum of hours for each Nature of Work.
Hope this is not too confusing, and any help would be greatly appreciated. thank you!
I'm trying to create something like an online banking view that shows the running balance as each transaction occurs. I have tblTransactions with fields AccountNumber, ItemDescription, and TransactionAmount. I'm trying to create something that shows these three fields and a fourth field with the running balance.
So if I initially deposit $100 it will show the first record with TransactionAmount = $100 and RunningBalance = $100. Then the next transaction will subtract the Transactionamount for the new record from the RunningBalance from the previous record to get the RunningBalance for the new record. So if I make a purchase for $2, the AvailableBalance for that record is $98. Is this possible with a query? Here's a picture to describe what I'm talking about ....
I have 4 fields in my table and form (Towing Charges) (Storage Charges) (Other Charges) and (Total Charges). I need to have Towing Charges, Storage Charges & Other Charges to calculate and populate in my Total Charges field. I tried a script in the control source of the field, but its not working. I probably have the script wrong.
Thanks Everbody