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  1. #1
    psaverio is offline Novice
    Windows 10 Access 2016
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    Jan 2016
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    Insert the value of a filtered query in a report based on a table for a simple account database


    In a simple account database I have Income, Expense and Source fields. The Source filed is a lookup value field from another table. In the monthly or yearly report I get the totals of income and expense and the balance and running sum using the text box. I need to get the values of the filtered Source filed in the report. Using a query I get the total values of a particular ‘Source’ field according to the month or year. Is there any way to place this value according to the corresponding month or year in the report?
    Any assistance is highly appreciated.
    Date Cateogry Income Expense Source
    01/01/2015 Salary 1650
    08/01/2015 House Maintainance 450,00 Bank
    08/01/2015 Donation 80,00 By Cash
    09/01/2015 Telephone 111,80 Bank
    27/01/2015 Food and Grocery 105,39 By Cash
    27/01/2015 House Maintainance 300,00 Bank
    27/01/2015 Telephone 87,00 Bank
    Total 1650 1.134,19
    Report
    Total 1650 1.134,19
    Balance of January 2015 515,81
    Running Balance 715,81
    Total Bank 01/15 948,8
    (Value to be inserted from the query according to the correspinding month of the report)

  2. #2
    Micron is offline Virtually Inert Person
    Windows 7 32bit Access 2007
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    You want a source value that corresponds to a given month to show in the report? Then which would you pick for 08/01/2015?
    Basically, if your report performs aggregate functions on data (such as Sum, Count, Avg, etc), it's not possible to show separate values for a field on which you do not perform an aggregate function. You would have to show the source values in the detail section of your report as separate transactions and put the aggregate values in a sub report or report footer.
    Or am I not understanding the problem?
    The more we hear silence, the more we begin to think about our value in this universe.
    Paraphrase of Professor Brian Cox.

  3. #3
    June7's Avatar
    June7 is online now VIP
    Windows 7 64bit Access 2010 32bit
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    As Micron suggested - build a report, instead of aggregate query. Base report on raw data and use report Sorting & Grouping features with aggregate calcs in group and report footer sections. A report allows display of raw detail records as well as summary calculations.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  4. #4
    psaverio is offline Novice
    Windows 10 Access 2016
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    I shall give a try as suggested by Micron and June7 and shall get back with the result. Thank you.

  5. #5
    psaverio is offline Novice
    Windows 10 Access 2016
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    I think I have to give the monthly desired 'Source' value manually in a new field in the table in order to get it in the monthly/yearly report. I tried different possibilities but I did not succeed in filtering a particular 'Source' field value as, if I do so, the other values are ignored.
    Thanks for the help.

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