Reports :: Grouped Totals Report
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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Mar 5, 2015
I have simple table data structured as follows;[Origin], [Code], [Weight]. The Code field is a lookup field that will contain one of 8 choices; 10, 13, 13c, 23, 25, 27, 27a, & other. The other fields are pretty much self explanatory. Sample data would look like this:
Code:
Origin Code Weight
Edison 13 4.25
Edison 13c 2.87
Piscataway 10 5.45
Middlesex 23 1.24
Edison 13 5.21
What I need to create is a totals query where I first group by origin value, then a column for each "code" value which totals the weight for that "code". A sample output would look something like this:
Code:
Origin 10 13 13c 23 25 27 27a other
Edison 9.46 2.87
Piscataway 5.45
Middlesex 1.24
The only way I can think to accomplish this is to restructure the original table to include a field for each code and enter the weight in the appropriate 'code' field. If this is the only solution then Ill have to live with it, but is there any way to create this output using my original structure?
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Dec 28, 2014
I am trying to create a P&L statement in access. I know what I want to come out at the end. I am just starting to play with access and having trouble getting what I want to come out of it.
On the sales side I have a query that gathers all the revenue sources and calculates a total for each date. I then use a second query to just take out the data I want for the P&L report. I created a sub-report that displays the data I want. I use the grouping and grand total features to get the total into the report footer. So far so good.
On the expense side I created a form of a query to manage the one to many relationship to capture the data for expenses (one purchase with many line items). I created a query based of this query to get the relevant data for my expense sub-report. I created the sub-report and got everything looking and calculating the way I want it to. I use the same grouping and grand total features to display the data in the report footer. Still good.
I created a new main parent report with the two sub-reports (sales & expenses) on it and even was able to pull the totals from the sub-reports into the main (so currently the subtotals of the two sub-reports are displayed twice). Now when I try to use the textboxes I used to pull the sub-report totals into the main report to perform additional calculations (sales - expenses) I get #error. I have tried different things and gotten ?name.
Control source for the two textbox controls on the main that display correctly, but don't let me do any further calculations.
=[rptP&LExpensesOverview]![AccessTotalsAmount]
=[rptP&LSalesOverview]![AccessTotalsTotal Sales]
To do the subtraction I have tried using the references above, as well as just using the names of the unbound text boxes in the report that bring the totals into the main report.
As a work around, I tried to build one query with all the data from sales and expenses, but can't "filter" based on date and get the data I want in the query results because the two sets of data are not necessarily related. I either get a long list of records, or no records (I am currently only playing with about 5 days of data).
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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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Feb 18, 2015
Is there a way to have say five different reports that give out information and at the bottom the totals. I would like to take each of those separate reports to create one report with just the totals.
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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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May 23, 2013
I have a totals query of phone call charges by phone number and I want to show a "budget" amount for each number (same amount for all) and a variance against that budget.
How I can do this at the grouped (phone number) level rather than at the individual call level?
Please see current query below:
SELECT Call1CurrentTbl.電話番号(MSN), Sum(Call1CurrentTbl.料金) AS 料金OfSum
FROM Call1CurrentTbl
GROUP BY Call1CurrentTbl.電話番号(MSN), Call1CurrentTbl.[レコード区分], Call1CurrentTbl.表示区分
HAVING (((Call1CurrentTbl.[レコード区分])=2) AND ((Call1CurrentTbl.表示区分)=10));
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Nov 29, 2007
Hi,
I'm trying to create a report that separates info depending on Prodno. For now it lists all the right information like this
Code:Product Aisle Rack Shelf0218 7 6 20775 5 6 20775 4 4 40775 0 1 30963 1 1 71000 7 4 61000 2 3 71006 8 8 8
which is fine and dandy. What I would prefer is it do like this
Code:Product Aisle Rack Shelf0218 7 6 20775 5 6 2 4 4 4 0 1 30963 1 1 71000 7 4 6 2 3 71006 8 8 8
I am assuming it is some kind of group by in the details section? Any help would be great,
Thanks,
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Oct 19, 2006
This probably is a very stupid question but I am a new user and have been pulling my hair out for a week over this. I have created a report and linked it to my table but it generates a list of all of the values in my table on the report. What I want is a way to generate a report page for every row in my database table grouped on a key record that is unique to each data row. If anyone has any advice it will be much appreciated, thanks.
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Aug 23, 2006
OK, first time posting so I'll try to be clear here. I work for a special education agency and have created a database to track student/therapist information. Now, I have reports showing which kids are in which schools and who their therapists are. What I can't figure out is how to print a report, grouped by school, that will display which therapists are active in that school.... any ideas?
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Mar 15, 2006
If I have a report that is returning numberous records from a table, how do i set it up to total the values in each field (AT THE END)
I have a series of query's that can calculate the totals I am looking for but cant find a way to place them at the end of the report. If I place them in the header or footer it puts them on every page....
Any thoughts how to just have them show up at the END of the report?
THanks in Advance
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Apr 30, 2005
I need some help with a report that has running totals of both positive and negative values. The report needs to have a subtotal of the positive values only, then the negative values only. The negative and positive values appear all in the same list. The running sum property over group/over all only adds all the values together which is of no use. Is there any easy way to do this?
Example Report snippet:
(Ignore all the dots - its the only way I could get everything to line up)
# Code...Cleaner...Current..+1Week
1..12....J. Smith........$12.20.....$4.50
2..15....R. Anderson...$10.00.....$2.30
3..18.....E. Jones.....-$14.00.....$1.50
4..19....A. Rob...........$3.50....-$2.50
TOTALS: (+)............$25.70.....$8.30
.............(-)...........($14.00)...($2.50)
-------------------------------------
Balance.................$11.70.....$5.80
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Mar 14, 2014
I have several reports on access 2010 that lists items and at the bottom in the report footer gives me a total for the columns. Is there any way that those totals can be put at the top of the columns such that the person reviewing the reports can see the totals first, then scroll down to see the details?
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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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Sep 4, 2014
I'm fairly new to Access but I've been tasked to re-jig an old databse running on Access 2003. So far the database is doing more or less what I want it to but I need to generate a report showing totals from multiple fields in combo boxes. As an example, I have a combo box for a job booking-in form which requires the type of task to be selected e.g Video, photography, editing. The report needs to show the total booking numbers for each tasks (combo field) at the end of the month. I've managed to create reports for totals of a single field in the combo box but I'm struggling in achieving the multiple totals.
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Jul 2, 2013
I have a combo box named Session which comprises of am and pm. I have a number of fields that relate to this combo box.
E.G. Monday am Sales £1000
Monday pm Sales £ 2000
I want to create a total Sales of the am and pm to derive a total of £3000.i.e. Monday Sales is £3000 which is a combination of the am and pm sessions.
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Oct 9, 2014
I routinely produce a report for regular Committee Meetings which includes statistical date derived from the total rows for various fields in 1 or more Tables.It should be possible to extract such data automatically, probably using a query. So far, my endeavors in this direction have been unsuccessful.
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Jul 27, 2015
I remember reading a tut on how to count records using Running totals in a report - but I cannot remember where I read it. It went something like this.
In the section that you want to count, add a field with record source '=1' and make it a running total for the group.
In the header (one level up from where the running total resides) add a field with record source =Max(RunningTotalField)
Although the 'intellisense' sees my 'RunningTotalField' when I create the above mentioned formula, when I run the report, its asking me to input the value for the 'RunningTotalField'?
Have I confused some concepts or am I on the right track?
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Sep 4, 2015
I have 3 reports
Report 1. is attendance from January to June
Report 2. is from June to December
Report 3. is from January to December
The are all run from the same query with different Between Dates.
The scenario is that Paul attended the support group from Jan to June so in the Jan to June report he is counted once. The query removes duplicate values
Paul attended the same support group from June to December so in the June to December report he is counted once. The query removes duplicate values.
This shows the Paul attended he support group from Jan to December so in the June to December report he is counted once. The query removes duplicate values, if you removed the duplicates from this query he would be counted twice.
Not all people attend the same group for 12 months but if they do the are a duplicate and Paul is a duplicate. That is ok because we need to know now many duplicates there are for the year.
If I print all 3 reports with the duplicates remove query and you looked at the totals it would show (Example) 30 attendees in the 1st report and 30 attendees in the 2nd report but in the 3rd report it would show 59 not 60 which is the total of reports 1 & 2. we need to report these figures as 1st 6 months with 30 and the second 6 months with 30 but the whole year would be with 59 and 1 duplicate.
The way it is now I have to run all 3 report and do the math by hand this way.
Is there a way on the to do the math with code calculations on the full year report with the figures from the 2, 6 month reports to automatically show total attendance for the year 59 with 1 duplicate?
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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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