Creating Weekly Report From Cumulative Totals
Mar 13, 2013
I have an excel report which I would like to run through Access to drive trend analysis and compare with other similar reports. The excel report has a cumulative spend figure each week and not the actual weekly spend numbers, the budget figure also can change depending on the actuals.
Excel report:
Week 1
Product ID
Customer
Yearly Budget
Spend
1122
Sam
100
3
1123
John
200
4
[code]...
Will I need to create a new table each week or can I link the file and it updates automatically?Can Access store the weekly data and just update it one week at a time?
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Nov 9, 2005
I have two tables, one for budget and the other for actual expenditure. I need a query or queries that will give me a cumulative figure on 3 groups based on the expenditure table. In my expenditure table I have the following fields.
ExpenditureID Autonumber
Period Text
CostCentre Text
CostCode Text
Value Currency
fldDate Short Date
I have managed to fnd a function that will give me a running sum for each individual group, but cannot seem to get it to work for more than 1 group. The function is this.
Function fncRunSum(lngCatID As Long, lngUnits As Long) As Long
'Variables that retain their values.
Static lngID As Long
Static lngAmt As Long
If lngID <> lngCatID Then
'If the current ID does not match the last ID, then (re)initialize.
lngID = lngCatID
lngAmt = lngUnits
Else
'If the current ID matches the last, keep a running sum for the ID.
lngAmt = lngAmt + lngUnits
End If
'Pass the running sum back to the query.
fncRunSum = lngAmt
End Function
Is there any way I can see the results in one query or table? Any help appreciated.
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May 26, 2006
Hi,
I'm having trouble trying to create an expression for generating cumulative totals by Month.
I believe this is the function I need to use -
DSum (expression, domain, [criteria] )
I need the layout to be as follows -
Months - Rows
Cumulative Monthly Despatches - Column
I have a field list with
Months
Despatches
Models
All of these are from another Query and 'Despatches' is an expression generated in the other query
Can anyone please Help?!
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May 31, 2006
Hi,
I'm trying to create an expression that will calculate cumulative monthly totals but my expression seems to only calculate totals for all months
e.g
MonthDirect DespatchesCum Direct Despatches
2006/031580 21867
2006/0410681 21867
2006/059606 21867
The expression I’m using is
Cum Direct Despatches: (Select Sum([Direct Despatches]) from QRY_DirectDespatches_ByMonth_ByModel)
The query should display the following results -
MonthDirect DespatchesCum Direct Despatches
2006/031580 1580
2006/0410681 12261
2006/059606 21867
I'm using Access 2002 on XP.
Can anyone please advise me where i'm going wrong?!
Thanks in advance for the response
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Jul 31, 2006
Hi all,
New user here so apologies if I post in the wrong place.
My colleague and I are trying to put together a database which automates a very time consuming process which is currently being done in Excel.
The purpose of the database is to pull together a load of actuals from SAP and then the forecasts we have put together and then chuck out a whole load of graphs and a summary spreadsheet/ report for the upper echelons;ons of management.
The data is in the database and so far it is all going well - but we have hit a stumbling block. We need Access to calculate some cumulative totals so that we can throw the whole lot into our excel graphs but we can't figure out how to do it.
We are using ye olde Access 97 so our options are a little limited.
Can anyone give us a starter for 10? If you need anything more technical, I can post whatever information you need.
Thanks
Tasha
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Aug 15, 2007
On the attached jpg(s) you will see the query I'm working with. It's fairly simple except for a couple of things and those are the items I'm stuck on.
What I'm trying to do is get a representation of the amount of traffic that has come through our salescenters in the last week. Some centers had no traffic and others had multiple prospects. So when I look at the query for week 33 (this week) I would like to see all the centers even if they had zero traffic - the query should show zero.
If you look at Traffic_Query.jpg you'll see how the table is laid out. With the query I'm trying to show all of our centers for the current week even if no traffic was entered.
I may not be explaining it clearly so if you have any questions let me know.
Thanks,
Chester Campbell
Joseph Freed and Associates
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Jul 29, 2013
i have a table with health facilities (A,B,C,D) . each health facility has data from several months (Jan, Feb, Mar etc). the table has 2 fields (New Patients) and (Cumulative Patients) . Cumulative Patients is a total of New Patients for current month plus the total patients for the previous month. In the Facility Footer of the report if i create text boxes with data =Sum([New Patients]) and =([Cumulative Patients]) works well.
However in the Report Footer =Sum([New Patients]) works but =Sum([Cumulative Patients]) totals everything. if i try =([Cumulative Patients]).
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Mar 10, 2015
how to create the report monthly,year and weekly using access 2007?
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Jun 11, 2013
how to build a weekly report to count the number of computers that have entered a defined process. I have four processes and I need the report to show counts for each process even if it's zero. The report is supposed to show the history of each process and not just the current week. Is this possible to do in a single query? Or do I have to make multiple queries?
I have a table that holds the history of each workstation including the workstationName, date of the record, the phase of the workstation, and the status of the phase. Another table holds the phase codes and phase statuses for lookup purposes.
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Jan 15, 2015
I have created a table for a Gym that shows which classes / activities are on which days. You will notice in the image below that i have assigned Boolean to associate a class with a day of the week.
I now am trying to create a Calendar STyle report that GROUPS all activities by the day they are on. So, for example, see below:
As you can see, all of Monday's activities will appear first (in a group) followed by Tuesdays.
One way I think I could achieve this is by doing a QueryMonday, QueryTuesday...etc so I have dataset or resultsset for each day. Then I could bring into a report, each query as a sub-report. I believe this is overly complex for what i'm trying to achieve. Also, using 5 grouping levels in one report doesn't achieve it either.
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Oct 24, 2007
i was wondering if there is any easy to follow information anywhere or examples with how to do..Specifically on creating an invoice??
The form would need customer details then a subform with the qty, price per unit, extended price then a section on the form which works out the subtotal adds it to freight charges
then gst and finally the total.These all automatically then being placed in there appropriate tables..i Managed to figure this out once before but i cant for the life of me figure it out again..I have spent weeks trying any clues???
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Mar 13, 2014
I have a table in access which is updated weekly; I need to create two tables from this updated table.
1st table will consist of all the new entries for the current week
2nd table will consist of all the entries from the previous week - an amalgamation of all the entries which are not from the "current week" (table) For example; the table below shows the two entries from last week.
ID
Name
1
Adam
2
Ben
This week I have three new entries New entries
ID
Name
3
Charles
4
Richard
So when I run the same query next week I will get something like this.
Old Entries
ID
Name
1
Adam
2
Ben
3
Charles
4
Richard
[code]....
How do I get a query /queries which divides up the weeks new entries and also all the old entries.
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Apr 10, 2014
I've done this once entirely by accident and can't seem to duplicate it...
I have a report. It has the following:
Report Header: Logo and title
Department Header
Supervisor Header
Group Header
Detail
Department Footer: Totals
Report Footer: Overall Totals for all departments
Here's my question.
I have combo boxes on my main form that filter this report. The combo boxes are referred to by the query that runs the report. How do I get proper unfiltered overall totals in my report footer?
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Jul 12, 2005
this is going to be kind of hard to explain...but here goes:
i have some values grouped in a header on a report. I need to be able to get totals for these values within the group... here is what i tried:
i created a new textbox, set the control source to equal the textbox i want to total up, and then set the running sum of the new textbox to "over group". this gives me the right result, however I only want the new textbox to be visible at the end of the group. so now what i essentially have is a textbox that keeps a running sum of another textbox...
how can i make the textbox only visible at the end of the group? i tried the "on retreat" event for the group so that it will make the textbox visible at the end of the group, but it didn't do anything. i'm not sure what "on retreat" does, but i guess it's not for that.
anyone have any clue as to how this can be done??
just to clarify, this is pretty much how i want it to be set up
0 <---repeating textboxes
1 <---
5 <---
8 <---
6 <---
1 <---
3 <---
-
24 <---new textbox for total
thanks in advance for your help
*j
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Mar 16, 2008
I have a report that sum's up three colums:
=Sum[Totalhours] (text60)
=Sum[HolidayHours] (text61)
=Sum[SickHours] (text62)
the text60 etc are the name of the field with the sum function in.
I have these placed in the work date footer and they total up the colums ok.
What I need to do it add the Total Hours + Holiday hours + Sick Hours in the report footer to give me a total hours to pay then I will need to multiply this value by a Pay Rate.
I have tried:
=[text60]+[text61]+[text62]
=Sum[text60]+[text61]+[text62]
=Sum([text60]+[text61]+[text62])
=Sum[TotalHours]+[HolidayHours]+[SickHours]
=Sum([TotalHours]+[HolidayHours]+[SickHours])
Any help would be great as I am stuck on this one.
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Apr 1, 2008
I am trying to add hours entered in a short time format. For example 08:15 or 02:55. I also would like it to give a total number of hours beyond 23:00. Here is a table with a Name Column and Hours Column
NameHours
BETTER,HEATHER8:00
BETTER,HEATHER8:00
BETTER,HEATHER5:41
BETTER,HEATHER2:35
BETTER,HEATHER1:15
WILLIAMS,R2:30
WILLIAMS,R0:45
WILLIAMS,R11:20
WILLIAMS,R8:25
WILLIAMS,R8:15
WILLIAMS,R10:20
How do I
A) write a query to add up the hours. I believe Heather would total 25:31 Hours.
B) Show this same total in a report?
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Dec 17, 2006
I have a field which is a tickbox - yes, no response.
In a report i want a total of the fields that are yes.
How do i do this?
I have tried things like = Count([Matrix is true]) but this just gives me an error.
Also is there a way (once again in a report) to find the total of all the fields that have the first three letters being MAT...?
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Jun 21, 2007
I have a report that shows property address in the address header. Then lists in the details all work done at that property.
I need to total the number of properties we have worked on. The problem I am getting is if we do two jobs at one property then the total property worked on number is increased by the extra job done at that property.
I am using the following in a text box on the report footer: =Count([houseno] & " " & [streetname])
Hope someone can give me a clue where I am going wrong.
Thanks,
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Jun 7, 2005
I have a form with 2 buttons on it, I'll call them button 1 and button 2. When I click on button 1 it calls a class that will go through and calculate some totals and then write them back to a table, all access to the table is managed through ADO. Then I can go over to button 2 and pull up a report displaying the totals. Although when I click on button 2 the report will be about half empty, only displaying 0's in most cases. If I close the report and open it again using button 2 all the data will be populated. What is going on here???
Thank you for any help
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Jun 24, 2005
Dear All:
Code:
=DCount("[Transcript type]","[TRANSCRIPTS]","[Transcript type]='Official Copy'")
The "Transcript type" is from a combo box where the choices are "Official Copy" and "Student copy".
The above is what I am using in a textbox in a report to return the total of "Official Copies" and Student copies" requested.
This report is based on a query where I have "Between [Start Date] And [End Date]". I can select the dates to give a total for a specified month.
Unfortunately, the report returns ALL totals of the "Official Copies" and ALL totals of the "Student copies" for records in the database and NOT the total for the requested dates.
Does anyone know how to fix this?
Any help is most grateful.
Regards,
Dion
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Sep 13, 2006
Hi there.
I have a report which has multiple pages with multiple running totals. It is an invoice style report producing an invoice run for all customers at once. The invoice detail lines are a subreport for each customer. Every time a customer changes a new invoice page is produced (grouped by customer). If there are no invoice detail lines for any one customer a total is still displayed using the IIF command to avoid #Error totals. A running GRAND total of ALL the invoice totals is displayed as a report footer. The problem I have is when I generate the preview report and flick to the last page to see the grand total it is there no problems. However, when I print it I get a different amount!!! If I then start leafing back through the invoices on-screen - say 20 - 30 customers - then go to the end again the grand total changes again! I know the grand total shown initially, when going straight to the end is correct as I have checked it with queries. The report is 630 pages long. Any ideas as this is driving me nuts! (I assume it has something to do with using the IIF statement or perhaps the subreports?)
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Jun 24, 2005
Dear All:
I am totally clueless on this one. Here is the statement I am using in a textbox in a report:
=DCount("[Transcript_type]","[Diplomas_requested_per_month]","[Transcript_type]='Official copy'")
This report is based on a query. The query is called "Diplomas_requested_per_month". The fields in the query are: "Transcript_type" and "Request_date". In this query there is Between [Start Date] And [End Date].
I am attempted to count the number of "Official Copy" for a specified month.
I am propted to input the start date and ending date, it works great when I run the query. But in the report, I get a "#error".
I am thankful for who have responded to the previous posting of this issue, but I am completely lost.
Any help is greatly appreciated.
Regards,
Dion
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May 8, 2013
I have a table with:
Invoice Number | Customer Name | Item | Item Cost | Invoice Date | Paid | Date Paid
Example of data:
AK001 | A Brown | Blue Car |1000 | 1/4/2013 | Yes | 20/4/2013
AK001 | A Brown | Red Car |2000 | 1/4/2013 | Yes | 20/4/2013
AK001 | A Brown | Yellow Car |500 | 1/4/2013 | Yes | 20/4/2013
AK002 | A Brown | Black Car |1000 | 7/4/2013 | Yes | 20/4/2013
AK003 | B Smith | Blue Car |1000 | 12/4/2013 | Yes | 25/4/2013
I want to create a report from this table that outputs as:
Invoice Number | Customer Name | Total Price | Invoice Date | Paid | Date Paid
Example of report from Example Data:
AK001 | A Brown |3500 | 1/4/2013 | Yes | 20/4/2013
AK002 | A Brown |1000 | 7/4/2013 | Yes | 20/4/2013
AK003 | B Smith |1000 | 12/4/2013 | Yes | 25/4/2013
Is there an easy way to do this.. or will I need to make a new linked table with the invoice number as a lookup?
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Aug 29, 2005
I have monthly reports developed from various query's and what I want to do is have a single report that I can display my monthly totals from each monthly report without developing a whole new report. I want to use the existing totals from the monthlies and have them all on one report. Can anyone help me?
Jaxfire
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Jul 30, 2015
I am trying to get my totals from my subreports, and dividing the number by 2 or 4, and put the new number on the main report.
for Operator/Trainer Productivity, I used:
=([rptEmployEvaluationOperator subreport].[Report]![OPTotal]+[rptEmployEvaluationOperatorTrainer subreport].[Report]![OPTotal])/2
for Auditor/Trainer Productivity, I used:
=([rptEmployEvaluationAuditor1 subreport].[Report]![OPTotal]+[EmployEvaluationAuditor2 subreport].[Report]![OPTotal]+[EmployEvaluationAuditor3 subreport].[Report]![OPTotal]+[EmployEvaluationAuditorTrainer subreport].[Report]![OPTotal])/4
These both work if there are values in all totals subreports. When one of them might not have a total, I get an error message.
I tried to use :
=IIf([Orders].[Report].[HasData], [Orders].[Report].[txtOrderValue], 0)
=IIf([Orders].[Report].[HasData], Nz([Orders].[Report].[txtOrderValue], 0), 0)
=iif([rptEmployEvaluationOperator subreport].[Report].[HasData],([rptEmployEvaluationOperator subreport].[Report].[OPTotal]+=iif([rptEmployEvaluationOperatorTrainer subreport].[Report].[HasData],[rptEmployEvaluationOperatorTrainer subreport].[Report].[OPTotal])/2
and the same idea for the second one. I tried both methods and did not work. I am not sure what I am missing.
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Jun 1, 2013
I've got a simple invoice database with 10 amount fields, that needs to be summed up intoa Total including Gst box on a monthly report.
Report only has Date, Invoice Number And Total Amount fields on it, so I need to pull the information from table and sum it into Total Amount.
ie. = sum ( t1 +t2 + t3 + t4 + t5 + t6 + t7 + t8 + t9 + t10)
and sum above divided by 10% then added together to form total.
I'm just not sure how to do it, everything I've tried so far ain't worked.
Every example I've looked at is only doing maths with 1 field.
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