Calculating Totals For A Subform
Feb 22, 2006
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.
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Jun 28, 2005
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
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Feb 9, 2007
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.
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May 26, 2007
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
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Jun 20, 2007
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.
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Apr 1, 2008
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
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Jun 28, 2005
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
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May 14, 2005
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!
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Jun 29, 2006
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!
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Mar 13, 2007
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!
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Apr 17, 2007
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
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Aug 22, 2012
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.
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May 4, 2007
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.
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Sep 3, 2015
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.
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Jul 9, 2013
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?
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Sep 12, 2005
folks,
I have two simple tables in a database. One Table is the entry table and the other is the totals. I then created a Form and a subform from the two tables. What I would like is to maintain running totals in the subform as entries are made in the entry table. Attached is the Database. Please help.
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Jun 22, 2006
I've got a form for a volunteer tracking database I am trying to create that has all the voluneer's infomation and has a subform in it that shows the volunteer's activies and hours. I have a text box (txtHours) on the subform with the following Control Source "=Sum([hours])", with the visible property set to no. This sums the total hours volunteered by the individual.
On the main form I have another text box (txtTotal) with the following control source "=Hours.Form!txtHours" where:
Hours is the Name of the subform and the Form!txtHours references the control on the subform.
I am trying to create another textbox that will display the total hours for all records in the form, but not having any success.
Any suggestions?
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Aug 6, 2005
I have a problem with a total on my main form (calculated from a subform) not updating immediately. The updated total only displays correctly after I’ve navigated to another record and then back again. I would like the totals to update immediately after I’ve entered the new data. Can anyone help? Here are the specifics…
My main form has a subform which displays a dynaset of records from a query. I’ve set up this subform so that I can enter a new record, which is then written back to the record source for the query. This is accomplished via a combo box from which the user selects a product, and an AfterUpdate event returns the price of that product to the TotalPrice control on the subform. In the footer of this subform is a calculated control (called AdExpenseSubTotal), which calculates the sum of the TotalPrice field from the query. The footer of this form is hidden, and I’ve set up a control on the main (TotalSpent) form which displays the value of the subform control AdExpenseSubTotal. This total seems to update immediately whenever I tab off the relevant field in the subform – so far so good, no problems here.
Now here’s where it gets tricky. My main form has another subform which is hidden. This subform returns a dynaset of records from another query which has the same record source as the query on the first subform. Like the first subform, this subform also has a hidden calculated control with an aggregate function (Sum), and a calculated control (VendorSpent) on the main form to display its value.
As I said before, when a enter a new record in the first (displayed) subform (via the combo box) and tab off it, the TotalSpent control on the main form updates immediately, but the VendorSpent control doesn’t. Obviously the new record I’ve added doesn’t immediately show up in the query dynaset of the second (hidden) subform from which the VendorSpent control on the main form gets its value. The VendorSpent control only displays the updated total when I navigate to the next record, and then navigate back again.
Is there some Event Procedure I need to add to the AfterUpdate property of the combo box on the first subform which immediately forces the second (hidden) subform to requery? I probably haven’t explained myself very clearly, but I can provide a copy of the file (it’s only 184 Kb) if that helps.
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Aug 2, 2007
I have an application that has two tables, linked on a common key. The main data entry form is for invoices, and has a sub-form for parts used. A similar report/sub-report is used for reporting. Everything is fine for records that are entered via the form. My problem is that when I import data from other sources ( consolidation process ) the calculations are not performed. So when those records are displayed no totals appear until I click on a control that drives the calculations. I don't want to store totals in the database but I need to have them reflected on the viewed form without operator intervention. Otherwise I'm open to incorrect decisions when the operator doesn't notice that an invoice doesn't reflect the cost of parts used.I'm looking for a "one-time" process that I can invoke after loading new data that would "touch" each record (ideally each "new" record but there's no impact to re-calculating existing ones) and drive the calculations so that the viewed form is correct.It doesn't need to be "easy" or automated since the end users won't do it, only myself as part of the data consolidation.Any ideas?Thanks
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Feb 13, 2015
I have a music database. It's somewhat over the top in terms of the information stored in it, but I like it. My issue is with getting the total number of tracks, as well as the total duration, for a given album (and for each disc, but if I can solve one that should also solve the other).
I have a lot of tables and forms, but for this problem I only need to deal with two of each. They are the tables for albums, the table for tracks, and their associated forms.
In my album table I have information such as album title, artist, release date, and album length. The tracks table contains information on each song - track title, track number, parent album, and track length.
My main form is for the album itself, and contains a subform for the tracks on said album. They correspond to the relevant tables.
What I want to do is obtain the value of the album length by calculating the sum of the track lengths for that album, and the number of tracks. Easy enough - Sum(TrackLength) and Count(TrackID) respectively, both of which can be stored in the footer of the subform.
My problem is that, rather than simply copying those values into text boxes on the main form, I want to copy them into actual fields in the album table. Furthermore, I want them to update as I add or edit the track lengths in the subform.
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Oct 26, 2005
Hi,
Attached is a project I'm working on. We want to calculate the total delays on each day. In a form called 'main' there is a subform for the delays on that date. But the 'Total Delays' control does not work.
I have used the following format to get the total from the subform:
=Delays.Forms!TotalDelay
'TotalDelay' is the name of the control which calculates the total of the delays within the subform.
I have used the =[Delays].[Forms]![TotalDelay] format in other projects and it works. However in this program when I want to save the form, the control source is changed to :=Delays.Forms!TotalDelay (the brackets are removed)
Thank you
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Sep 17, 2004
I have a Main form with a sub form. Every record in the main form has multiple sub form records. (they are linked in a one to many relationship)
Each subform record has a "price" text box. I would like a total of all the "price" text boxes for that main record to be displayed in the main form.
It needs to be updated when a new subform record is added or changed.
Any help is welcomed. Thanks in advance
Joe
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May 6, 2005
I have created a form with a subform and I want to subtract the total of the subform from the total of the form to get a balance; i.e. I have a total of expenses on the form and the subform is a record of payments against the expenses and I want to show a balance.
I have been all over this one and can not make the expression work. I have been working in Access for some time but this one has me stumped, I am probably over thinking it or just can't see the forest for the trees.
I have gone into the expression builder and created the formula but when I complete the process I get the #name? error statement in the field.
Can anyone help me with this problem? Thank you in advance. You can send responses to sharon.dunn@newmont.com.
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Nov 28, 2011
New to Access Form Design. Trying to create a form that will display the amount that is owed to an employee.
Our office gives its employees a $125 supply allowance each year. When an employee submits a receipt for a partial amount (say they spend only $35), I enter the amount in the PurchaseAmount field of my subform.
The ReimbursementField control source is =IIf([PurchaseAmount]>=125,125,[PurchaseAmount]).
The correct amount of $35 is displayed.
(There is no beginning balance or ending balance field on the form.)
When a subsequent purchase amount is entered and is over the amount of the remaining balance, (let's say spent $100 and only has $90 remaining) how can I have the form display the correct amount of $90? The closest answers I came across suggested using recordset clone in an AfterUpdate event, but I just can't figure out the proper way to write the calculation. My main form name is "Supply Purchases"; subform name is "Supply Purchases Subform.
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Oct 9, 2013
On my master form I have a subform called invoices this is tied by Site Number to the record on the form which is has the following important information, site code. group code, exp code an amount.
On another subform via a query I have a summary of all the invoices by exp code and group code.On another subform I need to create a Income an Exp.
I have two combo boxes 1 for the Group Code, and another for the expense code what I want it to now do is look up group code exp code = Total amount. There is currently only 1 line as you will see but there will be many rows of summary data...do i need a subform for the summary?
And I need to do it this way as not all exp appears on the income and exp and I want to be able to lay out the expenses for each site differently Attached is the zip file, of the database the only record that has data is site code 0289S
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Sep 4, 2007
Hey all! This is my first post. Been searching through the net all day trying to find a solution to this problem. Basically i have a table that looks like this (regular text is what i have and bolded text is what I need:Name Date Qty MOBrad 12/12/2007 23323 4423John 12/11/2007 3445 4432 John 12/11/2007 344 4432 John 12/11/2007 45 4432 John 12/11/2007 44 4432 John 12/11/2007 3445 4432 Grand Total: (Qty)And then I'd like to be able to carry this over and display a grand total at the bottom of every page of a report that I would need to generate. Our company produces forms and we sometimes have 60 - 70 people working on a single job. We want to see their hours individually but we would also like to see a grand sum of all their hours. If someone could help with this or needs more info let me know. Thanks for all your help!
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