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  1. #1
    jalovingood is offline Novice
    Windows 7 32bit Access 2007
    Join Date
    Apr 2011
    Posts
    1

    Beginning and balances in Access 2007

    I am a new Access 2007 user, so please forgive my ineptitude for now. After several hours of floundering around, I have decided that I need some expert help. This is my first post, so here goes. I have created a report for our clients that has fields for Client, Description, Date, BegBalance, Debits, Credits and EndBalance. I calculate the EndBalance on the field control in the report for January. The calculation sums up perfectly including the subtotals and grand totals. Now, I need to carry the EndBalance over to a new report for February. I've been reading about the DSum function for running balances, but I just don't understand how to use it in my report. Any help would be very much appreciated! Thank you, J.

  2. #2
    pbaldy's Avatar
    pbaldy is offline Who is John Galt?
    Windows XP Access 2007
    Join Date
    Feb 2010
    Location
    Nevada, USA
    Posts
    22,521
    Your beginning balance for February is the ending balance for January (I know, stating the obvious). Therefore you could use a DSum() with a date criteria of less than or equal to 1/31/11 to get the beginning balance. More commonly you would get that date from a form or calculate it from your report date (previous month type of thing). More info on DSum() criteria here:

    DLookup Usage Samples
    Paul (wino moderator)
    MS Access MVP 2007-2019
    www.BaldyWeb.com

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