Running Sum Query

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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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.
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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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WHen I delete the like condition it works just fine.

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I assume Like is valid SQL

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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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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")

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any ideas.

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Does anyon ehave any experience of running totals in an access query.
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I have a table which looks:

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CanadaEventsWSOP Team67Budget15000
CanadaEventsWSOP Team78Budget0
CanadaEventsWSOP Team89Budget0
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CanadaEventsTOTALAll23Budget15000
CanadaEventsTOTALAll34Budget15000
CanadaEventsTOTALAll45Budget15000
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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):

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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: )

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new column
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Sep 5, 2006

I have been trying to get this all night. This was my last attempt. I know it is all wrong and messed up but after 10 hrs I go for help. There is no date field to work with.

Expr2: DSum("[Amount]","[List]","[Item]=" & [Item] & "and [FinItem]>0")+0

But it ended up like this.

Item ------Location-------Amount--Expr2----Expr3
210090------030005 -------267470--error ----859103.74417
220170------ GYM -------409000--error ----859103.74417
220170------ 060010-------83297 ---error ----859103.74417
220170------ 050010-------17762 --error ----859103.74417
3429B -------060010-------0.74417--error ----859103.74417
3429B -------060010-------3 ----error ----859103.74417
7342900-----060010--------5369 ---error ----859103.74417
7342900-----060050--------76202 --error ----859103.74417


I need it to look like this.Where it will do a running sum based on the "Item" Groups.

Item---------Location------Amount----Expr2------Expr3
210090------ 030005-------267470---267470---859103.74417
220170------ GYM --------409000---409000---859103.74417
220170------060010-------83297----492297---859103.74417
220170------050010-------17762----510059---859103.74417
3429B-------060010------- 0.74417---0.74417---859103.74417
3429B-------060010------- 3-------3.74417---859103.74417
7342900-----060010-------5369----5369-----859103.74417
7342900-----060050-------76202---81571----859103.74417





Please Help.

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