Running Totals In Reports

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


View Replies


ADVERTISEMENT

Reports :: Counting Distinct With Running Totals

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?

View 1 Replies View Related

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]).

View 8 Replies View Related

Running Totals

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

View 3 Replies View Related

Running Totals

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?

View 3 Replies View Related

Running Totals Query Help

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.

View 1 Replies View Related

Running Totals :: Urgent Help

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

View 1 Replies View Related

Create A Running Totals

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?

View 14 Replies View Related

Queries :: Running Totals Access Query

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.

View 1 Replies View Related

Reports :: Subtract Totals From 2 Sub-reports In Main Report Of Access?

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).

View 2 Replies View Related

Reports :: Getting Totals From Five Reports To Create One Report

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.

View 3 Replies View Related

Totals In Reports

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

View 2 Replies View Related

Reports :: Getting Totals At The Top Of Columns?

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?

View 3 Replies View Related

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?

View 2 Replies View Related

Combining Reports To 1 Report To Display Totals

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

View 8 Replies View Related

Reports :: Subreport Totals On Main Report

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.

View 10 Replies View Related

Reports :: Totals From Multiple Combo Box Fields

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.

View 7 Replies View Related

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.

View 7 Replies View Related

Reports :: Generating Totals In Monthly Report

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.

View 4 Replies View Related

Reports :: Show Totals Extracted From Tables

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.

View 14 Replies View Related

Adding And Subtracting Totals From 3 Separate Reports

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?

View 1 Replies View Related

Reports :: Hourly Rate - Calculated Totals Not Adding Up

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.

View 14 Replies View Related

Reports :: Gross Payment Generation - Group Sub Totals

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.

View 1 Replies View Related

Reports :: Summary /Totals Information - Supreport Title Is Printing

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?

View 5 Replies View Related

Running Reports With Criteria

Oct 25, 2004

How do I run a report based on a table, but with criteria? For example, I have a few check boxes on my table and I want to run a report of all the people who have the boxes checked. Thank you!

View 1 Replies View Related

Reports :: Running Total For Each Day?

Jan 27, 2014

what I think is a running total for each day. I have a form that collects data several times in the day. I want a report to show a total for each day and subtotals for each column and grand totals. I can add the dates and used a running total to the report but the report will show all the entries made for the day not a single total for the day. (I hope I said the correctly.) This needs to be done for all columns. I'm not sure what I'm doing wrong. I've attached what I have so far.

View 2 Replies View Related







Copyrights 2005-15 www.BigResource.com, All rights reserved