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  1. #1
    Sackface is offline Novice
    Windows Vista Access 2010 32bit
    Join Date
    Mar 2013
    Posts
    2

    Creating Weekly report from Cumulative Totals

    Hi,

    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
    1124 Barry 150 1
    Week 2 Product ID Customer Yearly Budget Spend
    1122 Sam 100 6
    1123 John 300 20
    1124 Barry 150 2
    Week 3 Product ID Customer Yearly Budget Spend
    1122 Sam 100 10
    1123 John 300 28
    1124 Barry 150 8

    Desired Report from Access:
    Product ID Customer Yearly Budget Spend Week 1 Spend Week 2 Spend Week 3
    1122 Sam 100 3 3 4
    1123 John 300 4 16 8
    1124 Barry 150 1 1 6

    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?

    Any help on this would be greatly appreciated.

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows XP Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    52,931
    That Excel structure doesn't look suitable for a link or import with the wizard. If you did some fixes then Access could link to the worksheet and manipulate the data just like a native table except for editing.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  3. #3
    Sackface is offline Novice
    Windows Vista Access 2010 32bit
    Join Date
    Mar 2013
    Posts
    2
    Thanks for the response. What fixes would I need to do in Excel?

  4. #4
    June7's Avatar
    June7 is offline VIP
    Windows XP Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    52,931
    Don't repeat the column headers.

    Instead of Week1, Week2, Week3, Week4 as headers, have a header called WeekNum and then put the week number on every row. In other words, like an Access table structure.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

Please reply to this thread with any new information or opinions.

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