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  1. #1
    Join Date
    Sep 2020
    Posts
    2

    Totals and Catgegpries

    I have one table of category headings and a second table of receipts (date, amount, vendor and a category pulled from the category table). I want a report that details each month and inside that each category and its totals only. So for example:

    June 2020

    Automotive $100
    Telecoms $200
    Rentals $300

    Total $600

    July 2020

    Automotive $200
    Telecoms $300
    Rentals $400

    Total $900

    Grand Total $1500

    To clarify, each category total per month is made up of a number of receipts in that month for that category.

    I have played with the wizard for hours but cannot seem to get the right sequence. Any assistance GRATEFULLY appreciated!



    David

  2. #2
    ranman256's Avatar
    ranman256 is online now VIP
    Windows Vista Access 2010 32bit
    Join Date
    Apr 2014
    Location
    Kentucky
    Posts
    9,521
    Make a query ,Q1, to pull the dates you want,joining the 2 tables:
    select category,itemAmt,month([dateFld]) from tCata,tPurchases where tCata.cata = tPurchase.cata and [dateFld] between [Enter Start Date] and [Enter End Date]

    Then make Q2 that sums the totals from Q1.

    you can also use a form to enter the start/end dates.

  3. #3
    ssanfu is offline Master of Nothing
    Windows 7 32bit Access 2010 32bit
    Join Date
    Sep 2010
    Location
    Anchorage, Alaska, USA
    Posts
    9,664
    For a report - Create a query that has all of the data you want on your report.
    Create a report, set the report record source to the query. Within the report design, you can create grouping and sorting options. Note: in a report, you MUST use the report sorting - having a saved query with sorting has NO effect in a report.
    Attached is the start of a report - hopefully it will get you headed in the right direction.
    Attached Files Attached Files

  4. #4
    Join Date
    Sep 2020
    Posts
    2
    Thanks so much! Both of those replies helped immensely

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

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