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  1. #1
    jazzy is offline Advanced Beginner
    Windows 10 Office 365
    Join Date
    Nov 2021
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    77

    Show totals on Pie Chart

    created a report with a pie chart on it. on the report i need to include the total of $14,274,490.71. attached is the report as well PieChart.pdf. i cannot find on how to do this. any help will be appreciated.



    here is the query used to generate the data:
    Code:
    SELECT tbl_NewAsset.MonthID, Sum([tbl_NewAsset]![FeeBasedAssetTotals]+[tbl_NewAsset]![VA]+[tbl_NewAsset]![MutFundAlt]+[tbl_NewAsset]![InvestBrok]+[tbl_NewAsset]![AnnuityFixDefImm]) AS Totals, IIf([Source]="Existing" Or [Source]="Spouse Existing","Existing",IIf([Source]="Child Existing" Or [Source]="Child New","Child",IIf([Source]="Existing Client Referral" Or [Source]="Cold New Prospects","New"))) AS SourceTotalFROM tbl_NewAsset
    GROUP BY tbl_NewAsset.MonthID, IIf([Source]="Existing" Or [Source]="Spouse Existing","Existing",IIf([Source]="Child Existing" Or [Source]="Child New","Child",IIf([Source]="Existing Client Referral" Or [Source]="Cold New Prospects","New")));

  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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    52,902
    Set report RecordSource to raw data query and use Sum() function in textbox or an aggregate query that sums the data and bind textbox to that field or use DSum() domain aggregate function in UNBOUND textbox.
    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.

  3. #3
    jazzy is offline Advanced Beginner
    Windows 10 Office 365
    Join Date
    Nov 2021
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    77
    Thank you but NoGo.... set Control Source in unbound text box to: =DSum([Totals],[qry_AssetTotals],[MonthID]="Between [Forms]![frm_NewAssetMain]![From] And [Forms]![frm_NewAssetMain]![To]")

  4. #4
    jazzy is offline Advanced Beginner
    Windows 10 Office 365
    Join Date
    Nov 2021
    Posts
    77
    Got it, thank you
    Code:
    =DSum("[Totals]","qry_AssetTotals","[MonthID] Between [Forms]![frm_NewAssetMain]![From] And [Forms]![frm_NewAssetMain]![To]")

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