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  1. #1
    mixedup is offline Novice
    Windows 7 64bit Access 2013
    Join Date
    Dec 2014
    Posts
    10

    Question how to build query to give daily balance across bank accounts? (to then plot in a graph)

    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

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    53,771
    Textbox on report has a RunningSum property which can easily do the sum.

    This is actually not easy to do in query and therefore difficult to graph.

    Review:

    http://allenbrowne.com/ranking.html

    http://allenbrowne.com/subquery-01.html#YTD

    http://www.office-archive.com/10-ms-...a88aafd188.htm
    Last edited by June7; 02-23-2015 at 04:24 AM.
    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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