Reports :: Deriving Totals Based On Combo Box
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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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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Jun 16, 2015
I am trying to get a report based on a selection from a combo box. The issue is many fold. Firstly I have been playing around with it so much that I have messed up the syntax and can't remember what I had. Here is what I have at the moment (this is based on a button):
DoCmd.OpenReport "RepClassrooms", acViewPreview, , " Class = '" & Me.cmboRepClass & "'"
The second issue is that it isn't filtering on the combobox - it gives all the data from the database based on all the entries in the combobox but this is probably down to the syntax again.
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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 3, 2015
My Access 2003 Database contains the following objects:
1. tblTrackerData
- this contains over 1,000 student enrollment records.
One of the fields "QualCourseName" (text) contains the name of the Training Course that the student has enrolled in.
2. qryCourseNamesGrouped is a query based upon the above table with one field only - QualCourseName. This includes the names of the training courses and has been grouped so that only 17 training courses appear, not over 1,000.
3. frmParameter is a form that includes a combo box cboFiltered based on the above query AND a command button CmdFiltered to open a report rptCourseNamesGrouped and filter the report based on the selection made from the combo box.
I have added the following code to the OnClick event attached to the cmd button"
================================================== ======
Private Sub cboFiltered_Click()
On Error GoTo Err_cboFiltered_Click
Dim stDocName As String
[Code].....
When I click on the cmd button, the entire report is opened, instead of the selection that I made in the dropdown list.
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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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Jan 2, 2014
I'm trying to create a form which filters a report based off of combo boxes selected by the user. The code I'm using currently is:
Code:
DoCmd.OpenReport "rptProgramAttendees", acViewReport, , "ProgramIDFK = " & cboProgramTitle
This works great to return a report if the user selects something from the combo box. How do I adapt this so that the user can also leave the combo box blank and filter the report to return all records?Additionally, what if I want to have the user filter between dates selected on the form; i.e. between 'txtStart' and 'txtEnd'
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Nov 16, 2006
Hello everybody,
I'm an Access novice, so maybe my questions will be a bit foolish...
I have a query that says:
SELECT people.name
FROM people
WHERE people.ID=[TheID]![ID];
And I have a query called TheID which has a field named "ID".
But alas! When I run the first query, Access (2003 btw) prompts me for the value of the parameter "[TheID]![ID]".
How can I persuade Access that this is a query, not a parameter?
Thanks in advance!
Gilad
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Nov 16, 2006
Hello everybody,
I'm an Access novice, so maybe my questions will be a bit foolish...
I have a query that says:
SELECT people.name
FROM people
WHERE people.ID=[TheID]![ID];
And I have a query called TheID which has a field named "ID".
But alas! When I run the first query, Access (2003 btw) prompts me for the value of the parameter "[TheID]![ID]".
How can I persuade Access that this is a query, not a parameter?
Thanks in advance!
Gilad
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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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Feb 16, 2005
Hello Helpers..
I have a table imported from excel with a large data with columns like..
Level3-
Category
April-03
May-03
June-03
till.......mar-04..
Level3 category April-03 May-03 June-03
Trading Income 10000 13300 15500
Trading expenditure 5000 3000 4000
Investment Income Income 25000 28000 23000
I want to design a form where i select the Level,category and period to display the respective values of income or expenditure..
no:2
How can i calculate the year to date totals based on the table above.....
Thanks a ton.... :confused
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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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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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Mar 15, 2013
I'm trying to create a query to work out the total amount to invoice based upon some selections. Currently my query looks at the values in several fields (numberOfRollsUsed etc) by taking the value in these fields and multiplying by a fixed amount to calculate the total.
What I would like to add to the query is fixed values based upon some check box selections. So if check box A is selected, add 5 to the total, is check box B is selected, add a further 10, and so on. All fields and check boxes are held within the same table (Job).
Am I being daft or trying to do something in the worst way possible? I'm actually adding this to an existing system so I don't have so many options to completely redesign the system to calculate this in a better way.
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Sep 5, 2013
We recently have had a change to our hourly rate that we pay and now the Totals calculation is not adding up the numbers correctly.
In the query that the report is based from:
ExtendedTotal: CCur([Hours]*[Rate])
In the footer of the report: (Provides a Total for each Day)
Sub-Total: "Control Source" is: =Sum(CCur([ExtendedTotal]))
Report Footer: (Provides a Grand Total for the Month)
Total: "Control Source" is: =Sum([ExtendedTotal])
Problem comes in with the odd dollar rate time partial hours. For example:
$9.73 x 4.5 hours = $43.785 (Rounds to $43.79) which is fine...
but when you have a whole column of these rounded numbers, the totals are coming out off by pennies which add up to a good bit at the end of the month. I cannot match up the totals with the invoices that are coming in either.
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Aug 14, 2014
I have a database where my team will enter manual payment calculations into. Once entered, they will run and print the report for actual payment.
The report I have groups by payment type (see attached image of paymetn types) and then sub totals by group.
I need to somehow get these totals and use them to generate a gross payment. In the attached example, the gross would be the sum of worked hours + before tax allowance + after tax allowance. I'm not sure how I can do this in the group footer.
I have attached images.
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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 27, 2014
I have a report that uses a subreport for summary/totals information. It was working perfectly until I made a change to the format. Now, the name of the subreport (e.g. subrBalances) is printing at the top of the section. It was not doing this before. Why is this happening and how do I get rid of it?
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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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