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  1. #1
    mike02 is offline Competent Performer
    Windows 7 32bit Access 2010 32bit
    Join Date
    Jun 2012
    Posts
    245

    Cummulative Calc


    Hello:

    This is my query set up:

    ID....MonthlyDate....Return.....CummReturn
    1.....31/01/2004.....-0.01.......100*(1+(-0.01).....(A2) Notation Purpose
    1.....28/02/2004.....0.021.......A2*(1+0.021).......(A3) Notation Purpose
    1.....31/03/2004.....0.013.......A3*(1+0.013)
    1.....30/04/2004.....0.001.......and so on...
    1.....31/05/2004.....0.032.......
    1.....30/06/2004.....0.001.......
    1.....31/07/2004.....0.004.......
    1.....31/08/2004.....0.032.......
    and so on....

    how would I calculate the cummuulative Return in access? in excel its straight forward and simple, however im getting confused on calculating current from previous rows in a field.

    Thanks,

  2. #2
    rpeare is offline VIP
    Windows XP Access 2003
    Join Date
    Jul 2011
    Posts
    5,442
    are you trying to do this in a query? on a form? in a report? You're talking about a running sum and the approach is much different based on what your end result is.

    If you want the result on a report that's the easiest possible scenario, you'd just put your formula in an unbound control and in the RUNNING SUM property set it to OVER ALL or OVER GROUP depending on your needs. The other two (on a form on in a query) are much different and much more cumbersome.

  3. #3
    mike02 is offline Competent Performer
    Windows 7 32bit Access 2010 32bit
    Join Date
    Jun 2012
    Posts
    245
    Im wanting this on a Query

  4. #4
    rpeare is offline VIP
    Windows XP Access 2003
    Join Date
    Jul 2011
    Posts
    5,442
    Here's how you do it on a query:
    http://support.microsoft.com/kb/290136

    Here's a method to do it on a report (if you're using a formula instead of just a number):
    http://www.blueclaw-db.com/access_re...unning_sum.htm

    Here's a method to do it on a form:
    http://support.microsoft.com/kb/210338

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

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