Modules & VBA :: Monthly Reports Starting By Custom Month
Sep 9, 2013
I'm creating an accounts package..I've used access chart wizard to create a chart that shows total gross income per month.This displays correctly but the months start at January and end in December. It would be more useful if the months could start and end for the financial year. The syntax generated by access for the current implementation is:
Code:
SELECT (Format([DatePaid],"MMM 'YY")),Sum([TotalPaid]) AS [SumOfTotalPaid] FROM [Q_AllCust_Gross] GROUP BY (Year([DatePaid])*12 + Month([DatePaid])-1),(Format([DatePaid],"MMM 'YY"));
How do I edit this to make say September my start date?
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Jun 15, 2015
I am editing a database that provides the option of creating custom reports, where the user can input a date range of their choice and receive aggregate data for that time frame. Although all of the numbers in the report are correct, I am having trouble with a chart that I inserted into the report.
Specifically, if the date range requested spans 2 calendar years (i.e. April 2014 through January 2015), the data for January 2015 appears at the beginning of the year (so the chart x-axis is for Jan through Dec, and the Jan 2015 data is showing up in Jan (as if it was 2014, not the end of the given range in 2015). When I try with smaller time frames within a calendar year, it adjusts just fine (i.e. shrinking the window so just March-May is displayed on the graph).
How to adjust the axis so that it properly records the data range- so that it would start the axis with April and end in January, for example?
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Apr 22, 2015
I have a query for loan calculation, fields are;
Loanamount
loandate
monthlyinstalment
what i want is that query to start subtracting lmonthlyinstalment from loanamount on monthly basis
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Sep 2, 2006
Hello, all.
I posted this about a month ago, but at that time I was running myself ragged and through too many problems at once. I stepped back and made some good progess. I put this in the General forum because it could encompass VBA, queries, and reports
I have a main report (Percentage Report) that has 4 subreports in it. Each subreport is based on a query that's run from three other queries. Its a neatly tangled mess, but it works fine.
The queries all count and calculate percentages for a pass rate of inspections on maintenance. There's an over-all/basic percentage that simply totals everything and divides for a percentage. There's also a "maintenance" percentage that only takes into account inspections done on maintenance (as opposed to various programs and processes.) Those both work fine for any given time period.
The third (and final) percentage deducts 0.5 points for each of a specific list of inspections (safety and other violations.) This works fine so long as you're only looking at a month's worth of data. The problem comes when you want to view any time period larger than that (quarter, semi-annual, annual.)
Basically, you end up subtracting a sum from an average and you end up w/ totally inaccurate numbers. I just can't quite figure out how to effectively either group by month or how to average the deductions based on the months covered.
I just finished completing this whole thing, and I'm pretty much done for tonight. Any help would be great.
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Key words: sum totals, report grouping, report conditional format, alternate row colors (greenbar), count, calculate, percent
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Aug 12, 2013
I need to create an "autonumber" field in the following format:
FYYMMXX
Where F is a constant, YY is the year, MM is the month, and XX is an incremented number. So for example, the first record in August of 2013 would be "F130801".
I've been checking other threads but haven't been able to follow them to a resolution. I think there is a way to do this within my form...
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Sep 5, 2013
I have a report with a date field and want to sort it by week starting on Wednesday. I currently have the week starting on Sunday.
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Nov 26, 2007
I am having issues trying to run a query. What we have is a private club that keeps track of its members with an access 2007 database. What we need to do is to be able to print out new members monthly for a state audit. The way it is setup now, our members reports prints all of the members since day one. For example, we have a state audit coming up next month for November and we would only like to print out members that have joined during the month of November, but our report is printing out all of the members since we started in August.
We do have a date joined query. The fields we would like to print are: Date Joined, Member ID, FName, LName, City, State
Any help would be greatly appreciated, thank you.
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Nov 1, 2007
Hi all,
I need to create a MONTHLY report and I need help, please!
I created 2 combo box on the main form. The first combo box for the month drop-down list of Jan, Feb, Mar, ..., Dec. The second combo box for the year 2005, 2006, 2007, etc...
On the report underlying data source table, it has the Invoice Date field mm/dd/yyyy (for example: 11/01/2007)
I would like to select to view the report for the invoice of the month of October, 2007. How do I do that if I choose Oct and 2007 on the 2 combo boxes and click the command button View report to pick up the report for only Invoice Date during October 2007.
Please help. Thanks so much!!
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Sep 3, 2004
Hi,
I'm trying to create a pop up form that asks userto select months for a report to preview. I've writtent he query and done the report. I can do the command button to get the selectmonth form to pop up, but not sure how I pass the selected months into query for the reports. Any tutorials on this or can someone help. I've been looking around but nothing quite fits. Quite new VB also, but have a good understanding programming generally.
Thanks.
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Jul 24, 2014
how to generate a Report through "Form".I should be able to input the date ex: text box1= Start Date and text box2 should be End Date, by Clicking a button ...i.e Generate Report Button, a report should generate should be generated showing data in between the Start Date and End Date.
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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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Mar 10, 2015
how to create the report monthly,year and weekly using access 2007?
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May 27, 2012
I receive monthly project tracking reports and I'm looking to compare a few things between these monthly updates. I should add I'm new to Access and have been using Excel and dual monitors to manually compare data sets!!! My life might be getting a LOT easier.
Here's what I'm tracking:
I get monthly excel reports that have unique values from a "Project ID"each "Project ID" stays the same every month, but the project status changes from "Installed", "Commitment", "Pre-Commitment", etcSometimes new projects are addedSometimes old projects disappear from the reportA few other columns have numerical data that changes every month as well "Project Cost", "$ Incentive", etc.
Here's what I'm trying to automate:
Find out what Project IDs are newFind out if old Project IDs are missing from the new reportSomehow "flag" or identify projects that have status changesSomehow "flag" or identify which numerical values increased or decreased i.e. "Project Cost", "$ Incentive", etc
Do I create two tables? Do I append the new monthly report to the old one when I import my data, then somehow work with the new information?
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Sep 1, 2014
Why my Recordset start from record # 301 instead of # 1 Here's part of my code:
Set db2 = CurrentDb
Set rst2 = db2.OpenRecordset(strTable2)
If rst2.RecordCount = 0 Then
MsgBox "No records to process."
[Code] ....
Table has 12,000 records and the first record has an ID of 1. So why is it starting from the record 301? What am I doing wrong?
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Jul 7, 2014
I have a report that counts the number of monthly calls. What I would like is an average of the monthly calls in the report footer.
My total for a particular month is =Count([Date]) and I named the unbound control MonthlyTotal.
This is in the DateFooter section of the report.
I then put an unbound control in the report footer and used the expression = Avg([MonthlyTotal]).
Of course when I changed from design view to report view, it asked me for an input of [MonthlyTotal].
I then tried =Avg([Reports]![qryLetterWritersbyDate]![MonthlyTotal]) and while it didn't ask me for an input, there was nothing in the ubound control in the report footer.
I have search for an answer, but all I find is using a query. Is what I am attempting to do possible? If so, how?
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Dec 28, 2014
Is there a way of importing MS Excel Spreadsheets but starting from row 8. I am now getting lots of spreadsheets but i only need data from row 8. I have to manually delete the rows and save the spreadsheet then import. Some days i can have more then 1.
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Feb 25, 2014
I am trying to use a DLookup to search to find what block goes into the production of an item.
In a table called "dbo_vw_MCE_job_with_materials", each item contains a list of the parts which go into its production in a column titled "Expr1". However there are always more than one parts to this, with varying names.
What I am trying to do is to use a Dlookup to only return the first value which starts with B (as the block number is always the only part on the list which begins with B).
At the moment my DLookup would look ike this:
Code:
MixTypeTxt = DLookup("Expr1", "dbo_vw_MCE_job_with_materials", "[item] ='" & Forms![Theta Input]![ItemNumbertxt] & "'")
However I think as the item column contains the same item number in 8 columns, with different values in the Expr1 column, Dlookup only returns the top value "A-CF0057" (which is irrelevant as far as I am concered) - whereas I am hoping it will be able to pull the "B1499" value from the column as it is the only one starting with a B
Is there anyway to specify which value the dlookup function would return, or is there any way to apply some sort of permanent filter on my table?
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Mar 10, 2015
I am looking automation through VBA for the calculation of HR employees turnover on monthly basis, i have a query showing fields ..
employee name
joining date
department
section
employee left (Yes/No)
Left date
Now I am looking for;
i) Opening strength: Total employees strength through joining date with criteria of department and section wise at month start
ii) Closing Strength: Total employees strength through joining date with criteria of department and section wise at month end (subtracting the employees left through employee left field y/n)
iii)Left Employees: number of employees left at the end of each month with the criteria of department and section wise
iv) Turnover: The number of left employees will be divided by the dividend of (sum of opening & closing employees divided by 2)
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Jul 3, 2013
I current have three different reports that are the same except for the footers. That means that each time I have a change to the report, I have to remember to make the change on all three copies. Is there a way to add (1) some custom text such as "Client Copy", "Please Sign and Return", "Our Copy" plus one or two data fields from the report query in the page footer (the data fields would be different for each copy)?Basically, what I would like to do is have just one report, but print three copies of it, with each of the three copies having different footers as described above. Is this possible?
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Oct 15, 2013
I am using the built in Access macro editor to run a number of reports which are called for arguments sake ClientPartA, ClientPartB etc..My macro so far simply opens on a button click each of these reports and populates a number of text fields (all this is working fine)
Where my problem lies is I then want to export each of these reports to a central network location "L:Operations DatabaseProjects1042Outputfile. I have been using the command 'ExportWithFormatting' and have filled out the macro element with;
Object Type: Report
Object Name ClientPartA
Output Format: PDF Format (*.Pdf)
Output File: L:Operations DatabaseProjects1042Outputfile
Auto Start: No
Template File (no info)
Encoding (no info)
Output Quality Print
Now all my data is pulling from a form called 'Client' and the field 'RecipientsAccountNumber'..I thought I would be able to export the file(s) as PDF with the output file being written as;
Output File: L:Operations DatabaseProjects1042Outputfile Forms![Client]![RecipientsAccountNumber] & " - ClientPartA"
saving the form to the named directory as '300300300 - ClientPartA'..What in reality is happening is it's saving the file to the named directory not as a PDF and with the file name of 'Forms![Client]![RecipientsAccountNumber]
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Sep 12, 2013
I'm trying to make a graph of Monthly profit and loss
I've got 2 tables: Invoices and Purchases.
Invoices contains the fields:
InvoiceTotal and InvoiceDate
Purchases contains the fields:
PurchaseTotal and PurchaseDate
I know I need to take one from the other to create my profit figure but what I can't figure out is how to incorporate the dates.
InvoiceDate and PurchaseDate might be different but both occurred in the same month, so I would like to sum my PurchaseTotal and InvoiceTotal during this month.
so the query I'm looking for would look like:
| Month | SumofPurchaseTotal | SumofInvoiceTotal | Profit |
I would then graph month and profit so my company could compare it's monthly performance ...
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Apr 23, 2014
I was wondering is this was possible in access. I've read material on grouping and sorting, but haven't been able to pin down what I need.
I have a combobox field that has 14 entries, beginning with 01 as the first two characters. What I'd like to do is change the order in which everything is displayed on the report.
For instance, show 07 at the top, then 09-13 below that, and so on...
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Aug 30, 2014
can't find how to add today's date to a report formatted as "August 30, 2014." I can't understand why that's not one of the options when inserting a date.
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May 1, 2015
I have a normalized database with (let's say) the following tables:
tblProjects
tblStaff
tblProjectPhase
tblOffice
I need a way to allow the end user to be able to create custom reports that show only projects in certain phases (let's say planning and construction) AND that are from certain Offices (let's say Office 1 and 3 but not 2) AND that were started between a certain date range.
What I'm envisioning is a checkbox-style form that has a 'create report' button at the bottom.
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Mar 3, 2014
I'm currently stuck on trying to create a worksheet which calculate the balance remaining at the end of each Monthly Payment Period.
Monthly Payment Period: 1 to 300
Initial Balance: balance outstanding at the beginning of the Monthly Payment Period.
Interest: calculated by multiplying the Initial Balance by the APR (5%) divided by 12
Balance Remaining: calculated by adding the Interest and subtracting Total Monthly Payment.
The final Balance Remaining should be exactly £0.00.
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Dec 13, 2014
I am facing an issue The Custom Macro Stopped report from rendering. I have report which is having two sub reports inside. The report is opening in the report view properly but when the ExportWithFormating macro runs, it throws this error.
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