Summing cost data by month and by category

[Clkkelly]

I recently started an internship and my boss has asked me to put together an access program for cost budgeting, despite me not having an Access experience. What I need to do is to Sum the Cost/Value associated for each IB Number for each month. I have tried using a DSUM, but I can only sum every record based on a single criteria. If this was in Excel I know I could use SUMIFS and select the rows as the data but I have no idea how to replicate this in Access.

Any advice on how I could group the costs associated with each IB number for each month would be greatly appreciated. I have attached screenshots of my data below along with what I am trying to do in access.





.

[pbaldy]

Try this query:

SELECT [IB Number], Sum([cost/value] As HowMuch, Format([Date], "yyyymm") As MonthYear
FROM TableName
GROUP BY [IB Number], Format([Date], "yyyymm")

[Clkkelly]

Thanks for that. That is problem 1 taken care of. Now I just need to try and get a month to month table.

I do wish someone offered actual access training

[pbaldy]

Like that last picture? Play with the crosstab query wizard.