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  1. #1
    crimedog is offline Competent Performer
    Windows 7 64bit Access 2010 64bit
    Join Date
    Dec 2013
    Posts
    141

    Calculation (Formula) on report will change every year - preserve historical date

    so I have a company where the bonus amount for a calculation can change quarterly - if a person accomplishes 50-100% of plan they get that % of their bonus amount.


    I have that working on a variable detail DB where the historical data is correct for the report.
    i.e. if I want to look at January - the report looks at the requested date: January and calculates using the bonus number from the last update made before January (year is also factored in)
    so: January 2014 if they make 50% of plan and their bonus is $100 this month - they receive $50

    Good - no problem

    NOW:
    Every year the formula on the report Could Change - so next year if the person makes 50-100% of plan and 30% of secondary plan - they get 30%(% of Bonus)
    so now: January 2015 if they make 30% of secondary plan and 50% of plan with $100 bonus the report would give .30*(.50*100) = 15


    I can change the calculation on the report - BUT then how would I go back and accurately show what they got in January 2014

    Would it require a different report per year?

  2. #2
    ItsMe's Avatar
    ItsMe is offline Sometimes Helpful
    Windows 8 Access 2013
    Join Date
    Aug 2013
    Posts
    7,862
    I would create a table to log bonuses. I would include columns to represent variables, like percentage of plan and bonus amount. So maybe, four columns including the actual amount paid and a PK.

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

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