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General totals question

  1. #1
    brownk is offline Advanced Beginner
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    General totals question


    Hello everyone! If you have read any of my previous posts you know I'm working on a database, and without the help of you guys i probably would have been fired by now. Ive designed a query to list all the approved loans for any given month. I have a field that shows how much the loan is for; we will call it loanAmount. What i am looking for is a way to display, on a page in my report, the grand total of loanAmount's for the month. I don't have anything else in the database that calculates that for me. Thanks in advance

  2. #2
    alansidman's Avatar
    alansidman is offline Life @ 7100'
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    Create an aggregate query to sum your loans.

    Look at this link

    http://www.techonthenet.com/access/f...umeric/sum.php

  3. #3
    JeroenMioch's Avatar
    JeroenMioch is offline Competent Performer
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    Make a report based on all your records.
    Then open the report in design view and make a field in the report footer called fldGrandTotal
    then in that fields properties you put this code =Sum([LoanAmount])
    Assuming the field in the report is also named LoanAmount.

    greetz, Jeroen

  4. #4
    brownk is offline Advanced Beginner
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    Thanks guys i will look at both.

  5. #5
    brownk is offline Advanced Beginner
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    Here is what i entered into the footer. ="fldGrandTotal"=Sum([LoanAmount] <--- on the report it just prints all of that. I also tried +Sum, tried taking out the "fld". This is all within a text box. I can only get it to perform a total calculation when i put =Sum([LoanAmount]) into the unbound text box.

  6. #6
    RayMilhon is offline VIP
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    Since it's in the Report Footer use a Text box and put this in the Control Source ="Grand Total" & Sum([LoanAmount])

  7. #7
    JeroenMioch's Avatar
    JeroenMioch is offline Competent Performer
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    Ahh i missed the part that you said "for this month"
    Well you can do two things :

    Filter records for this month, before you open the report (this way fldGrandTotal will give u what u want)
    or Query it. I think AlanSidman's link will explain that.

    My personal prefrence is to filter the records form based. and then (when desired) report the filtered records.
    Allthough this method gives you great flexability it is somewhat more complex.

    Ill point out the pro's for you :

    You can filter your records based on anything you want.
    So lets say i want to look at all records where the name resembles "John" i get :

    John
    Johnson

    when i want all records with the name "john" in it wich were made last year, your i fill out "01-01-2012" in the end date field.

    See where im going ?

    You can filter endless combinations of arguments.
    Then when ive filtered them, i press "report" and it gives me a report on the records ive selected. (and thus the fldGrandTotal will sum those records)

    You can look at AlanSidman's link, perhaps that will give you what you want the fast way.
    If you want to know more about the technique to filter records, tell me then ill walk u through it.

  8. #8
    brownk is offline Advanced Beginner
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    Thanks for the advice. My query is currently already filtering the data by month. Its working fine with listing just this months approved loans. Sorry i didnt put that part

  9. #9
    brownk is offline Advanced Beginner
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    Turns out what i needed was very simple. In my report footer i created a text box. In the unbound i put my expression Sum=([LoanAmount]) - then changed the properties to currency. In the bound text box i just put in what i wanted to name the field which was "Totals:". Moved them around a little to position them better and bada-bing; Reports lookin good.

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

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