DSum meeting multiple criteria

[smatchymo]

I'm working on creating my very first Access project and I'm using a personal budget database. I would like a format that I can view monthly summary data in, and I don't think a traditional report will work for my needs. I'm looking for more of an analysis page than something with repeating fields. I'm still fleshing out what I'd like on it, but basically:

• the total for the month
• how that compares to previous years
• how it compares to the monthly average for the year
• the monthly average of previous years
• year to date
• year to date comparison to previous years

I have a query that shows the TransactionAmount, TransactionYear, and TransactionMonth among a few other relevant fields. Can I get what I want on a report with a DSUM, or do I need a separate query for each year's worth of transactions? I had tried

=DSum("[TransactionAmount]","qryAllTransactions","TransactionMonth = 5" And "TransactionYear = 2019")

and that gave me a number, but I'm not sure what that represented. It definitely wasn't the sum of transactions from 5/2019.

Also, is a report the best choice for what I want? Would a form be better? As far as I can tell it wouldn't really matter for this type of project. Thanks in advance!

[pbaldy]

Too many quotes. Try

=DSum("[TransactionAmount]","qryAllTransactions","TransactionMonth = 5 And TransactionYear = 2019")

[pbaldy]

Oh, and form/report may not matter. As a general rule most of us use forms to work with data (add/edit/delete), reports to present it. You might also look at totals queries, which would be more efficient than numerous DSum() functions for each month, etc.

[smatchymo]

Awesome, thanks!

[pbaldy]

Happy to help!