Running Balance In A Query
Mar 13, 2006
I have a query that have three columns invoice number, tran number and amount. What I would like to do is to sum the invoice number if they are equal. example:
new column
Invoice #: 1345652 50.00 50.00
Invoice #: 1345652 65.00 115.00
I have the same invoice multiple times, but the transaction number is different. so I need to SUM all the invoices that are the same.
Please help!!!!!!!
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Mar 14, 2005
Can anyone tell me how to get a running balance on a report. I know how to create a running total, by setting the "running sum" property of a text box to "Over all".
I can't however see how I can adapt this to give a running balance (as in a bank statement for example). Attempts to do so end up in failure!!
Many thanks in advance.
Peter
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Nov 12, 2007
Hi
I haven't been on for a while. so hello everybody.
I am trying to keep a subtotal in a table. there is an index (actually its formatted text, but its a number and i can converted i.e. cdbl()). I was thinking that i should create one query with dmax in one column and and then use another one to show the value plus the previous value.
can anybody help me out please?
thanks,
Sam
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Jan 11, 2008
I need HELP PLEASE!
I have created a table from importing the data from an Excel spreadsheet. Then I created a simple query using the wizard and adding all the fields that the table had into the new query.
Here is the problem...
I created a couple of expressions using the expression builder for a couple of the fields and I am stuck on how to create an expression for a running balance column.
For example: I have a QTY column (not calculated), a Price 1 column (not calculated), another Price 2 column (calculated with an "If" expression used to look-up a code in one column and if it meets the criteria then it would return a different price than what is in the Price1 column, and a Subtotal column. I need a Balance column (which would start with, for example, $10.00 and then deduct the subtotal amount.
QTY Price1 Price2 Subtotal Balance
- - - - $10.00
1 1.00 - 1.00 $9.00
2 1.00 2.00 $7.00
1 - 2.00 2.00 $5.00
I need very detailed, but very simple directions and fast. I have tried DSum (doesn't work) and every expression I could think of. I need this done in the query I started or in a new query. I don't have Access on this computer, so please sent directions versus a sample database.
Please Help...
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Mar 15, 2015
I have a database tracking a budget. It is like a cash boom. I have deposit and make payments. Supplier, invoice# etc. I would like my form to show a running balance of my deposits and expenditure.
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Oct 21, 2014
I like to have my query splitting quantities and give me running/accumulating total.
See attachment as what I'm currently getting and what I would like to get.
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Aug 22, 2007
Hi All.
I have Request, Device and Receive table. All table has DeviceID. I create query to calculate total amount of each type of devices which was requested by link Request and Device tables. And query to calculate total amount of each type of devices which was received by link Receive and Device tables. I would like to create Balance query to calculate:
Total_Receive - Total_Request = Balance
If devices in Request and Receive table is the same result is correct. But if in Receive table add new type of devices I cannot see amount of new device in Balance query. How to fix that problem?
Thanks.
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Nov 6, 2007
I am trying to run a query to select the most recent balance from a table that lists balance by date and account number. Basically I need to select the most recent balance for a given account number. Here are the details:
Table: CBALANCE
=========================
ACCOUNTNO
BDATE
AMOUNT
What works: This gives me the most recent account, but I cannot get the amount
=========================
SELECT Max(CBALANCEMIB.BDATE), CBALANCEMIB.ACCOUNTNO
FROM CBALANCEMIB
GROUP BY CBALANCEMIB.ACCOUNTNO;
What I want to work: This returns results which should not be in the result set (older balances)
==========================
SELECT Max(CBALANCEMIB.BDATE), CBALANCEMIB.ACCOUNTNO, CBALANCE.AMOUNT
FROM CBALANCEMIB
GROUP BY CBALANCEMIB.ACCOUNTNO, CBALANCE.AMOUNT;
Am I trying to do something too complicated for the query language?
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Feb 17, 2008
Can someone help me please???:rolleyes: I have to query for the avg balance from customer table, custbal field from a certain state... I've tried everything and cannot seem to get the expression correct. How do I do this???? any help is appricated :D
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Nov 6, 2007
I am trying to run a query to select the most recent balance from a table that lists balance by date and account number. Basically I need to select the most recent balance for a given account number. Here are the details:
Table: CBALANCE
=========================
ACCOUNTNO
BDATE
AMOUNT
What works: This gives me the most recent account, but I cannot get the amount
=========================
SELECT Max(CBALANCEMIB.BDATE), CBALANCEMIB.ACCOUNTNO
FROM CBALANCEMIB
GROUP BY CBALANCEMIB.ACCOUNTNO;
What I want to work: This returns results which should not be in the result set (older balances)
==========================
SELECT Max(CBALANCEMIB.BDATE), CBALANCEMIB.ACCOUNTNO, CBALANCE.AMOUNT
FROM CBALANCEMIB
GROUP BY CBALANCEMIB.ACCOUNTNO, CBALANCE.AMOUNT;
Am I trying to do something too complicated for the query language?
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Feb 22, 2015
How to build query to give daily balance across bank accounts? (to then plot in a graph)
Assumptions:
* There is a table TRANSACTIONS which includes columns TRANS_DATE, AMOUNT and BANK_ID. It does NOT include a column for balance. So current balance for a bank account is the sum of the AMOUNTs for that BANK_ID for example. Balance on date XX will be the sum of all AMOUNTS for that BANK_ID for all TRANS_DATE's prior and including the date XX.
* Table BANKS which has BANK_ID and TITLE
Would like a query that gives: Supply StartDate and EndDate for the query:
Date Bank1Balance Bank2Balance Bank3Balance TotalBalance
1/1/15 $100 $200 $100 $400
1/2/15 $200 $200 $100 $500
.
.
.
etc
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Jul 25, 2013
I have an update query for tGLCashAccount where it adds a value from another table with the BeginningBalance to arrive at CurrentBalance.
Here's what it looks like in design view:
Field: CurrentBalance
Table: tGLCashAcct
Update to: [tMakeNewCashBal].[TotalPrice]+[tGLCashAcct].[BeginningBalance]
Here is SQL code:
UPDATE tGLCashAcct, tMakeNewCashBal SET tGLCashAcct.CurrentBalance = [tMakeNewCashBal].[TotalPrice]+[tGLCashAcct].[BeginningBalance]
WHERE (((tGLCashAcct.GLCashAcctID)="102"));
I get the error: data type mismatch in criteria expression when I run it.
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Aug 7, 2005
Hi
I am creating rent software and I would like to do a running balance in a report.
In the table there is a field called amountPlus and amountMinus
Record one might have $10 in amountPlus making the balance $10
Record two might have $30 in amountPlus making the balance $40
Record three might have $20 in amountMinus making the balance $20
Having both fields is critical as they are displayed in the DR and CR columns respectively on the report.
(yes I know I could have called the fields DR and CR but I am financially stupid).
The report is displayed in date order, but the transactions are not necessarily entered in date order.
How can I do a running balance on a report?
It needs to take the previous balance, and either add or subtract the value depending on if the value is sitting in the DR column or CR column.
Please give ideas.
Thank you in advance
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Jul 30, 2005
I have a table of three columns (although there are other non-currency columns in this table) but I would like the balance column to show the balance of buget column less total expenditures:
Budget Total Expenditures Balance
Thanks.
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Sep 16, 2005
Hi!
Sorry I am to bother you. But I was wondering whether it is possible to create a running sum in a query (from each previous record just a simple add up)?
I know how to do in report (it is described in the help function) but for a query I cannot find anything.
Thx and rgds,
Lobhaan
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Feb 16, 2006
have a table, Loans.
Fields:
ID (key)
Loan Number
Principal Balance.
I have another table, Transaction, that's based off the Loan Number field on the loans table.
Fields:
LoanNumber
Payment Type (2 choices, payment and advance)
Amount
I have a user form where users can specify the payment type, and amount, based on a certain loan number.
I'm attempting to do this:
User enters a transaction into the database. once the transaction is entered, the Principal Balance field for the specified loan number is updated.
If the payment type is advance, the query will subtract the amount from principalbalnce. if payment, the query wll add the amount to the principal balance.
Here's what I have so far.
The userform updates the transactions table with the information correctly.
My next step is to update the principal balance.
I'm thinking I could use some sort of update query, but I don't know where to begin.
HELP!!
If there is a better (normalized) way to accomplish this, I'm definitely open to ideas. Please just provide a basic example so I can understand. :o :cool:
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Jul 29, 2006
Well Shut down my computer and call me a newbie.
I'm trying to run an append query with two parameters and a like "value*" in the where clause. When I run it in ADO it returns no values.
When I run it in DAO is works just fine.
WHen I delete the like condition it works just fine.
When I change the like condition to and abolute condition, e.g. "Cancel" it works just fine.
BUT WHEN I PUT Like "Can*" back it is returns no records.
Now I've been working with Access for more years than I will admit, but I have never seen anything like this.
I assume Like is valid SQL
SO SOMEONE PUT ME OUT OF MY MISERY. Am I barking up the wrong dog, or is "Like 'XXX*" not usable when executing queries in ADO.
SAVE ME !!!!! SAVE ME!!!!
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Jan 7, 2008
Hi
I have a query that shows part numbers with a total qty ordered for a specified time period. This first part of the query is fine and is made into a table.
I am then trying to use this table to create a running sum with the list sorted in descending order, and ultimately break the list where the sum reaches 80% of the total qty across the whole list. I have tried the following formula and the table has been indexed in the descending order it would need to be in. The IndexAlias has also been created and made into a fixed table prior to running the 'Running Sum' query.
RunTot: DSum("qty_ordered","Core Stock","[Index]<=" & [IndexAlias] & "")
I have taken this formula from the microsoft link below, (Method 2), and adapted it to my query. However, although I have a decent understanding of Access I do not understand the '&' in this formula. Removing this and the double quotes on the end returns an error and leaving them in returns zeros all the way down the 'RunTot' field. If anyone can help I would appreciate it as I am stuck on this.
http://support.microsoft.com/kb/290136
many thanks
:)
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May 15, 2006
hey there,
i am trying to create running sum in a query. i found the function for a report but not i a query
From MS Access Help: ("You can number the items in your report by using a calculated control and the RunningSum property. First, you create a text box and set its ControlSource property to =1. Then, you set the RunningSum property for the text box. If you want the numbering to start over for each group, set the property to Over Group. If you want to accumulate a running sum for the entire report, set the property to Over All")
my overall goal is to number each Employees assignments that they have. That is Employee1 may be associated to 2 assignments, thus resulting in employee1, (assignment number) 1, employee1, (assignment number) 2, and Employee2 may have 4 assignments, employee2, (assignmetn number)1, employee2, (assignmetn number)2,employee2, (assignmetn number)3, employee2, (assignmetn number)4.
any ideas.
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Jun 17, 2005
hi all,
i m having a problem with a simple inventory system. The problem is that i have a query which calculates sum of 'Debit and credit' as 'Balance1' for each row. Now what i want is to add every 'Balance1' to next sum of 'Debit and credit'. e.g.
Debit Credit Balance1 Balance2
a b a+b (a+b)
c d c+d c+d+(a+b)
e f e+f e+f+c+d+(a+b)
I would to generate column 'balance2
Any help would highly be appreciated.
Thanks
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Apr 11, 2006
I have a banking system, and I need to be able to show the balance as each transaction is made. This is what I have so far:
SELECT tblTransactions.lngTransactionID, tblTransactions.lngAccountID, tblTransactions.datDate, tblTransactions.txtType, tblTransactions.curAmount, (SELECT Sum(Iif([txtType] = "Deposit", [curAmount], 0)) - Sum(Iif([txtType] = "Withdrawal", [curAmount], 0)) FROM tblTransactions AS tblTransactions2 WHERE tblTransactions2.[lngTransactionID] <= tblTransactions.[lngTransactionID] = curAmount) AS Balance
FROM tblTransactions
WHERE (((tblTransactions.lngAccountID)=[AccID?]));
Although the WHERE clause is just for testing, in the real form, I am using a filter to only show records for a particular account.
The problem with this code (I think) is that the subquery is carried out before the main query's WHERE clause, so the balance is calculated on all records, not just the ones for a particular user - so if User A deposits £10, then User B deposits £10, User B's balance would show as £20, which is not the case. I have done some research, and I think the soloution might be in 'Correlated Subqueries', although I am finding learning about them a bit out of my depth.
Please help, thanks.
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Jul 2, 2005
Hi,
ive created a balance shee for a football club as a continuous form with a balance being displayed in the footer along with total income and expenditure.
Because this is for a Football Club, I want to be able to do the balance sheets every season. To that end I have a included a date in the query.
Is there a way that I can carry a balance forward to the nesxt season, (next record). I want to display Last Seasons closing balance in the header of the new season and have the new balance include that?
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Feb 28, 2015
On the below data i am trying to get average monthly BALANCE, based on the following query ....but i only getting all records with actual balance and not month wise average balance of the customers......
-----------------------------------
SELECT [customer profit].[Customer Number], AVG ([customer profit].[VAL_BAL]) AS average, Month ([customer profit].[Balance Date])
FROM [customer profit]
GROUP BY [customer profit].[customer Number], [customer profit].[VAL_BAL], [customer profit].[Balance Date];
[Code] .....
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Mar 12, 2007
Does anyon ehave any experience of running totals in an access query.
I'm reporting the data through excel not access reports so need a query not a report solution..
I have a table which looks:
RegionCategoryTypeDesc Period_IDPeriod_YTDPeriodTotal
CanadaEventsWSOP Team67Budget15000
CanadaEventsWSOP Team78Budget0
CanadaEventsWSOP Team89Budget0
CanadaEventsWSOP Team910Budget0
CanadaEventsWSOP Team1011Budget0
CanadaEventsWSOP Team1112Budget0
CanadaEventsWSOP Team1213Budget0
CanadaEventsTOTALAll12Budget15000
CanadaEventsTOTALAll23Budget15000
CanadaEventsTOTALAll34Budget15000
CanadaEventsTOTALAll45Budget15000
CanadaEventsTOTALAll56Budget15000
What I would like is to have an additional column which keeps a monthly summary of spend based on running total month 1to 12. All items have months 1 - 12 and are ordered in that fashion.
Any helpo really appreciated.
Simon
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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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Aug 26, 2005
I am helping a company reorganize its employee data to reflect recent changes in the company's organization. It involves a lot of data manipulation that, for the most part, can't be done programatically.
I can save a little time using SQL update queries like this:
update personnel set Department = "Support Staff" where Jobtitle="Shipper"
update personnel set Department = "Maintenance" where Jobtitle="Mechanic"
update personnel set Department = "Regional" where Jobtitle="HR Manager"
I have prepared a text file containing 530 such queries that can be pasted into Access. But as much time as that saves me, it is still a day or two of cutting and pasting.
What would be the best way to talk Access into running all the queries, without having to paste in every one individually?
Thanks...
...df
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