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  1. #1
    mamalbh is offline Novice
    Windows 7 64bit Access 2010 64bit
    Join Date
    Jan 2013
    Posts
    3

    Need help with simple Month and YTD columns in report

    A bit of background on this db:



    Once a month a check comes in that is for the previous month and distributed to the various counties 'accounts'.


    Disbursements (spending the funds) will be varied here and there and are by county as well, with a 15% admin fee for each disbursement.

    tblIncoming: *DateRecd, EffectiveDate, CheckAmount
    tblIncomingByCounty: *InID, County, EffectiveDate, AmountIn
    tblCounties: *County
    tblDisbursements: *DisID, County, TransactionDate, PeopleServed, Notes

    Here is what I'm after: (couldn't figure out how to upload a pic, and this forum doesn't keep spacing - so I hope it makes sense)




    _________Incoming ___Disbursements__Admin Fee___People Served
    County __Month_YTD ___Month _YTD __Month _YTD __Month _YTD



    I have scoured the web for something like this (month & YTD columns), but was shocked to find nothing. I have read two different ways to handle date criteria - one is within the query, the other is using openReport with the parameters. I am not sure what would work best here.

    Can openReport (from a form with a month and year selected) yield these results? (with the month and year being used for the month column, and the YTD column yeilding Jan 1 of that year to the end of the selected month) If so any examples.

    Or... do I need a separate month and YTD query?

    This is the main query 'behind' the report:
    SELECT tblCounties.County AS tblCounties_County, Nz([qryIncomingByCounty]![SumOfAmount],0)-Nz([qryAdminFeeByCounty]![SumOfTransactionAmount],0)-Nz([qryAdminFeeByCounty]![AdminFee],0) AS CurrentBalance, Val(Nz([qryIncomingByCounty]![SumOfAmount],0)) AS SumOfAmount1, Nz([qryAdminFeeByCounty]![SumOfPeopleServed],0) AS SumOfPeopleServed1
    FROM (tblCounties LEFT JOIN qryIncomingByCounty ON tblCounties.[County] = qryIncomingByCounty.[County]) INNER JOIN qryAdminFeeByCounty ON tblCounties.County = qryAdminFeeByCounty.County;


    Thanks for any direction you can give me





  2. #2
    June7's Avatar
    June7 is online now VIP
    Windows 10 Access 2010 32bit
    Join Date
    May 2011
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    The Great Land
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    52,825
    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.

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