Reports :: Sum Of Multiple Running Totals / Cumulative Data
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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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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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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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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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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Oct 29, 2012
I need calculated field (in a query) that executes a running cummulative total for three conditions: "="&Project Name, "="&Service and "<="&Date.
I can do it in Excel using SUMIFS(), but have no clue on how its done in Access 2010 !
The "Balance" field should be the end result:
Project Service Date Amount Balance
A Welding 1/1/2012 100 100
A Welding 1/2/2012 120 220
A Wiring 1/3/2012 150 150
B Welding 1/1/2012 103 103
B Painting 1/2/2012 124 124
B Painting 1/3/2012 155 278
C Welding 1/1/2012 106 106
C Wiring 1/2/2012 127 127
C Wiring 1/3/2012 159 286
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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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Mar 7, 2013
I am using Access 2003 and trying to create a report that has a running balance of payments into an account. There are also payments out of the account which reduce the balance.
When I add the other columns into the expression for the running total the result shows in the report as "0".
The expression I am using is: =([Escrow Pmt Amount]-[Ins Pmt Amount])
I have this expression in the "Detail" section of the report with the "Running Total" toggled to "Accross Group".
How can I subtract the values in the other columns (Outgoing Payments) from the balance and continue the running total.
The list of payments within the report are date driven and grouped by an account number.
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Apr 17, 2007
Hi,
Am attaching a db related to my question
I have 2 tables "Summary Table" and "Select1Summary"
"Summary Table" shows projects, departments and the available hours for each department
eg.
In "Summary Table" for 71043-40 Project, there are 1808 hours available at the beginning
"Select1Summary" shows Project, department, Month and the hours each department will be booking
eg.
In "Select1Summary" Table(Actually its a summary query, but am putting it as a table)
for 71043-40 Project, Department 11 on 30/04/2007 will be booking 171 hours (ie in April dept. 11 books 171 hours for project 71043-40)
for 71043-40 Project, Department 11 on 31/05/2007 will be booking 135 hours
for 71043-40 Project, Department 11 on 30/06/2007 will be booking 108 hours
What i need to show is running totals in a new query like
for 71043-40 Project , Department 11 on 30/04/2007 Available hours = 1637 (ie 1808-171)
for 71043-40 Project, Department 11 on 31/05/2007 Available hours = 1502 (ie 1637-135)
for 71043-40 Project, Department 11 on 30/06/2007 Available hours = 1394 (ie 1502-108)
Kind Regards,
Charley
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Apr 13, 2005
I have a number of forms and on each form there are a number of check boxes. I want to be able to add up how many check boxes read true. i.e if check1 = true then total = 1, if check2 = true then total now = two. Can I achive this?
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Jun 23, 2005
Hi - Once again I'm asking for your assistance. Ideally, below is how the form (and eventually a report) would look; the first three fields (ID, Date & Vol) I currently have in a table (tblMaster):
ID Date Volume YTDTotal Q1Total CurrQTDTotal Q2Total
A1 Jun-05 10,000 77,000 40,000 37,000 37,000
A1 May-05 15,000 67,000 40,000 27,000
A1 Apr-05 12,000 52,000 40,000 12,000
A1 ------ ------ 40,000 40,000
(Sorry, I couldn't get the above data to line up right :confused: )
How would I build a query such that I could show the above in a form/subform (and eventually a report)? Help is greatly appreciated.
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Apr 30, 2008
Hi everybody,
I have a problem with my running totals field.
Check the database below (password is "xixo").
In the detailshow form, there are a field called "Em Débito".
This form groups the records table by [Casa] and by date.
What I need is to sum all the [ValoR] values in the records table where [Data] is a date before the date in the row, and field Casa is the same as the [Casa] field in the query.
Can somedy help me please?
The database: http://www.danielmartins.com/gestao.zip
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Mar 13, 2008
I've tried to read a couple of tutorials on how to achieve this and they've managed to lose me completely; I couldn't find one that was for forms, specifically, either. I can't help but think that there must be an easier way - so I came to you guys.
I have two fields I'd like to total: txtPrice and txtQuantity. They're both on a continuous subform, frmSub, embedded within the parent form frmMain. The txtTotPrice and txtTotQuantity text boxes are located on the frmMain.
Is there an easy way of using a query to total a certain column, given a certain domain (for example, must have same docket number?)
Or am I thinking of Excel?
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Mar 28, 2014
I am looking for a way to get a progressive cumulative total from daily entries on Odometer records from multiple vehicles. (My current SQL query is not working) I will eventually run a report from these between two dates. I found the thread here, but am unsure of how to implement this - if this is indeed what I need in lieu of my current code..?
[URL]
My current problem is that, not all my previous entries are correct; Im not sure what is happening to the numbers about halfway through...
For clarification, here is my current code and an example of what is needed. The issue is highlighted in yellow. Excel shows the correct calculation
Code:
SELECT qry_ODO_Table.ID AS OdomAlias, qry_ODO_Table.ODate, qry_ODO_Table.VehicleNum, Nz(DFirst("Odometer","qry_ODO_Table"),0) AS StartOD, Nz(DLast("Odometer","qry_ODO_Table","[ID] < " & [OdomAlias]),0) AS Previous, qry_ODO_Table.Odometer, [Odometer]-[Previous] AS Difference
FROM qry_ODO_Table
ORDER BY qry_ODO_Table.ID;
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Jun 18, 2013
I have a table for timesheet entry for a local building firm. I have a separate table containing employees and rates. I have created query "Qry_ Time Costs" which calculates the cost of hours worked by each employee by multiplying the hours field in the timesheet entry table by the rate field in the employees table.From "Qry_TimeCosts" I have created "Qry_TimeCosts1" in which i have included a running total field for time costs per day using the DSum function.
SELECT Qry_TimeCosts.[Project Title], Qry_TimeCosts.[Build Element], Qry_TimeCosts.[Date Worked], Sum(Qry_TimeCosts.Hours) AS Hours, Sum(Qry_TimeCosts.Cost) AS Cost, DSum("[cost]","qry_timecosts","[project title]='" & [project title] & "'" & "AND [build element] ='" & [build element] & "'" & "AND [date worked] <=#" & [date worked] & "#" & "") AS RunTot
FROM Qry_TimeCosts
GROUP BY Qry_TimeCosts.[Project Title], Qry_TimeCosts.[Build Element], Qry_TimeCosts.[Date Worked], DSum("[cost]","qry_timecosts","[project title]='" & [project title] & "'" & "AND [build element] ='" & [build element] & "'" & "AND [date worked] <=#" & [date worked] & "#" & "")
HAVING (((Qry_TimeCosts.[Build Element]) Is Not Null));
This seems to be working for some projects and not for others. In particular dates 3rd 4th and 5th of June seem to be showing null fields, where all other dates have values. A few projects are showing inaccurate running totals whilst others are working fine.
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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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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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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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Mar 31, 2013
I need to create a report based on how a user creates construction components of which there can be any number, e.g.
Component 1
Component 2
Component 3
...
Component n
Each component has different data.
A report is needed to show the above components. The issue I am having is this - the user can select components to be repeated as follows:
Component 1
Component 2
Component 3
Component 2
Component 3
Component 2
I have created subreports for the components but when I run the report (no master/child relationships defined for any of the subreports) I get:
Component 1
Component 2
Component 2
Component 2
Component 3
Component 3
So I created a master report (in design time) and added subreports using VBA and now I get the components in the correct sequence, but how do I get the data to show up correctly because at run time the same query runs for each subreport component and I end up with the above sequence.
Defining the subreport query at design time won't work because then the subreport for a particular component will show the same data.
I need each subreport to recognize which data to show at run time - but I am not sure how to accomplish this.
I'm trying to stay away from duplicating subreports in the case where the same components are selected.
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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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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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Feb 2, 2005
Hi all,
I have a registration form where a person can select if they will attend any or all of 3 events. I want to create a report that will say x registered for event 1, y for event 2, and z for event 3.
I have 3 queries which seperate the people by whether they are attending event 1,2,3. In these queries I have CountofID field so that I can sum it.
When i create a query that Sums the CountofID field for each one, it multiplies the values. I played around unsuccessfully with crosstab queries, but to no avail.
Any help would be greatly appreciated.
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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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