Hello All!
I was able to create a report, then using the "Totals" tool in Format > Groupings and Totals, I was able to generate a sum of activity by category on that report. These sums are calculated directly on the report and not held in a table or query, they are dynamic in that they are calculated based on a date range as well.
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How to use this db:
Access frmWhatDates
Input your date range, my data goes from roughly 1/1/2015 to 4/10/2016
Click Generate Report
...this gives you the sum of activity by loan, for each category.
The data on this report is coming from tblRollForward
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(1) I'm wondering if there is a way, or what is the syntax, if I want to sum by field name? For example, the field name for the very first column is AccessTotalsNewIssuance. Could I simply create a text box and write an expression that goes: Sum(AccessTotalsNewIssuance+AccessTotalsPrincipalP ymts...)?
(2) I want to show a "Starting Loan Balance" and an "Ending Loan Balance" on the report as well. The Original Principal is stored in tblLoanDetails, I figure using the dates entered by the user I could sum the activity up to the "Start Date" and net that amount against the Original Principal. Then do the same activity using the "End Date." Any help on this?
(3) Now that I've more or less got the report in the shape I want, is there a way to bring these AccessTotalsNewIssuance fields up into the "Detail" section without compromising their data? I tried this already but doing so threw the totals out of whack. In brief, I want to display the totals on the same line as the "Loan Number."
(4) Just pretty'ing it up now. How can I force these columns to spread across the entire page? I don't like that dead space on the far right.
Thanks in advance!
References:
http://allenbrowne.com/casu-08.html
https://www.accessforums.net/showthread.php?t=59356