Reports :: Running Total With Multiple Columns
Mar 7, 2013
I am using Access 2003 and trying to create a report that has a running balance of payments into an account. There are also payments out of the account which reduce the balance.
When I add the other columns into the expression for the running total the result shows in the report as "0".
The expression I am using is: =([Escrow Pmt Amount]-[Ins Pmt Amount])
I have this expression in the "Detail" section of the report with the "Running Total" toggled to "Accross Group".
How can I subtract the values in the other columns (Outgoing Payments) from the balance and continue the running total.
The list of payments within the report are date driven and grouped by an account number.
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Jan 27, 2014
what I think is a running total for each day. I have a form that collects data several times in the day. I want a report to show a total for each day and subtotals for each column and grand totals. I can add the dates and used a running total to the report but the report will show all the entries made for the day not a single total for the day. (I hope I said the correctly.) This needs to be done for all columns. I'm not sure what I'm doing wrong. I've attached what I have so far.
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Jan 13, 2015
I have two columns in my report that at the bottom it gives me the following total, as I put below. I am trying to take the two totals that is gives and get the percentage. 1058/3024 = 35%.
=Sum([TotScrwBlank]) =Sum([TotalAmount]) .349 or 35%
1058 3024
I had did the equation as =Sum([TotScrwBlank])/([TotalAMount]), but this is giving me the answer of 46% which is not correct.
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Mar 21, 2014
I am having an issue with my running total query.
It consists of a running total per vehiclenum. All data comes from one table.
It works properly only on the first vehiclenum of the query. After that, the first "previous" odometer reading of each subsequent vehiclenum starts at some erroneous number, throwing the remainder of each vehiclenum running total.
Here is the code for the query,
SELECT qry_ODO_TotalSub.ID AS OdomAlias, qry_ODO_TotalSub.ODate, qry_ODO_TotalSub.VehicleNum, qry_ODO_TotalSub.Odometer, Nz(DLast("Odometer","qry_ODO_TotalSub","[ID] < " & [OdomAlias]),0) AS Previous, [Odometer]-[Previous] AS Difference, Nz(DFirst("Odometer","qry_ODO_TotalSub"),0) AS StartOD, [Odometer]-[StartOD] AS RunningSum
FROM qry_ODO_TotalSub
ORDER BY qry_ODO_TotalSub.ID;
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Jun 16, 2014
I have a database and one of the functions is to track the purchase of fuel. Part of purchasing fuel is registering what the current odometer reads. My query gets the Vehicle ID, Date of Transaction and Odometer reading. I want to show a report that shows how many miles the vehicle is has traveled for a certain amount of time. If it's for 2013 then I'll put the criteria for 2014 in the date. This will give me a list of all vehicles and their odometer readings. I then sort the date by ascending.
In the report I group on vehicle ID and then I want to show all their transactions and add up how many miles were driven.
Vehicle 1
1/2/201
1/5/2013
1/15/2013
ETC...
Total Miles Driven in 2014: XXXXXX
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Jul 23, 2015
I am trying to create a query that has a self referencing running total based on the values (point totals) of itself (running total of values in the running total column that have already been calculated for all previous records) plus the total of new points being added in the current record, less the total of points being removed in the current record. This running total can never go below 0, if it does, the running total should restart at zero and add in only new points and begin the process again with the next records
I am able to do this in Excel in less than two seconds so I know there has to be a way to port this into a query. I've attached an excel example of what I am exactly trying to do
If it takes multiple queries to complete the required output I am ok with it. In my previous outtakes I have had up to 8 queries but just couldn't seem to do it..
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Mar 14, 2005
Can anyone tell me how to get a running balance on a report. I know how to create a running total, by setting the "running sum" property of a text box to "Over all".
I can't however see how I can adapt this to give a running balance (as in a bank statement for example). Attempts to do so end up in failure!!
Many thanks in advance.
Peter
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Jul 29, 2013
i have a table with health facilities (A,B,C,D) . each health facility has data from several months (Jan, Feb, Mar etc). the table has 2 fields (New Patients) and (Cumulative Patients) . Cumulative Patients is a total of New Patients for current month plus the total patients for the previous month. In the Facility Footer of the report if i create text boxes with data =Sum([New Patients]) and =([Cumulative Patients]) works well.
However in the Report Footer =Sum([New Patients]) works but =Sum([Cumulative Patients]) totals everything. if i try =([Cumulative Patients]).
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Sep 16, 2013
I am trying to build a report that shows the total count for multiple queries.
For instance I have a field in my table that can be either A, B, or C.
I have 3 queries built, 1 to show me the information for A's, 1 for B's, and 1 for C's.
I would like a report that shows me ONLY the total number of each category. such as:
A= 38
B= 72
C=12
Thus far I have only been able to create one that shows me all of the information from the queries.
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Aug 5, 2013
I can't seem to find a way to SUM two seperate columns on my report. I've attached an example of what I am talking about. I was able to add the SUM feature to the 'Estimate' column, but it doesn't allow me to add that to the 'Plan' column too. The only options available are Count Records or Count Value.how I can have these both SUM seperately within their columns?
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Jun 29, 2015
I have a simple report which shows data form a table through a basic query and displays it just as the table view. I was wondering if there is a way to get this information to display in two columns on a page rather than just one list which takes up multiple pages?
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Aug 24, 2013
I have a report, a phone list, which has two columns, see the attached file for a screen shot.
The Employee Name, Mobile Phone and Desk Phone text is in the "Page Header". The Data fields that retrieve from the table are in the "Detail" section. The whole report is 8.89cm wide. The two columns fit perfectly across a portrait A4 sheet.
When I run the report to Print Preview, I get the two columns fine, but the Employee Name, Mobile Phone and Desk Phone text doesn't repeat at the top of the second column. Is there some way of achieving this? I want the part I have circled in RED to appear over the top of the second column as well.
I would have thought there would be a simple check box somehwere that would be something like : "Repeat Page Header on multiple columns", or something as equally useful. Strange that this is so difficult to do, as am sure that this sort of thing is something that lots of people would want to do?
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Dec 4, 2007
Ahhhh this is doing my nugget in!!! I have a simple table with 4 fields
ID (unique number)
DATE (date)
CAPACITY (number of SKU we can hold)
ORDERS (number of SKU on order)
the data looks like this
ID DATE CAPACITY ORDERS
1 01/01/2007 250000 250000
2 02/01/2007 250000 300000
3 03/01/2007 250000 300000
4 04/01/2007 250000 300000
So looking at the above table we can see that we have more orders than capacity in our factory, however they require to see this in graph form, so what I need is for each ID a running total of the CAPACITY and ORDERS so over a given date range i would produce a graph to find the "pinch points" where we could see if the capacity is less than the orders we have over time.
so my new table would be:
ID DATE CAPACITY ORDERS CAPRUN ORDRUN
1 01/01/2007 250000 250000 250000 250000
2 02/01/2007 250000 300000 500000 550000
3 03/01/2007 250000 300000 750000 850000
4 04/01/2007 250000 300000 1000000 1150000
etc. which i would create my graph from. Ive looked at Dsum and some other methods but cant get my head around it so any help will be much appreciated.
Thanks Steve.
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Dec 27, 2004
Hi
I'm trying to create a database to keep track of invoices .
on work that was done.is there any sample database that I could take a look at.Or can anyone help me on this I'm trying to capture price on parts + price on labor = total the order form in the tradewinds database looks good but don't know where the code is for calulations? can anyone help me out?
Thanks
Tom
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Mar 28, 2006
Im having a problem doing a running total on my form.
I want the result to be displayed in a text box, with the figures being collected from a column of figures.
Any help is appreciated
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Sep 11, 2005
My friends, please help me figure this out. I am new to MS-ACCESS. I am trying to create a simple Leave system for my office. When a user requests a leave, the number of hours will be added to a table. I have created a form for this purpose. What I would then like to happen is, the next field in the Table is the sum of hours requested thus far. So that field would be Requested + Total requested Thus far. I can do it easily in Excel but I can't figure out how to do that in ACCESS. It is a very simple database and I can mail you my sample if you are interested. Thanks in advance.
yallah.
aliyallah@yahoo.com
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Mar 12, 2007
Does anyon ehave any experience of running totals in an access query.
I'm reporting the data through excel not access reports so need a query not a report solution..
I have a table which looks:
RegionCategoryTypeDesc Period_IDPeriod_YTDPeriodTotal
CanadaEventsWSOP Team67Budget15000
CanadaEventsWSOP Team78Budget0
CanadaEventsWSOP Team89Budget0
CanadaEventsWSOP Team910Budget0
CanadaEventsWSOP Team1011Budget0
CanadaEventsWSOP Team1112Budget0
CanadaEventsWSOP Team1213Budget0
CanadaEventsTOTALAll12Budget15000
CanadaEventsTOTALAll23Budget15000
CanadaEventsTOTALAll34Budget15000
CanadaEventsTOTALAll45Budget15000
CanadaEventsTOTALAll56Budget15000
What I would like is to have an additional column which keeps a monthly summary of spend based on running total month 1to 12. All items have months 1 - 12 and are ordered in that fashion.
Any helpo really appreciated.
Simon
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Feb 26, 2007
Hi guys
I am making a query that calculates how much costs i have per job. I'd like to create a function in the query that can calculate how big a percentage each job is. (need total for every job/ total for all jobs) but so far i haven't been succesful in this.
Anyone who could help me?
Cheers,
Takstein
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Mar 2, 2007
I have a table called Team Standing that includes [TEAM] [PLAYER] [GAME DATE] [POINTS]. From this table I have a query that provides for each game date and team a count of the players, [GAME DATE] [TEAM] [PLAYER COUNT]. [PLAYER COUNT] is calculated using the total COUNT .
What I would like to add is a cumulative running total over the game dates. For example.
[GAME DATE] [TEAM] [PLAYER COUNT] [TOTAL PLAYER COUNT]
2007/01/05 --- 1 ------- 11 -------------- 11
2007/01/12 --- 1 ------- 8 -------------- 19
2007/01/19 --- 1 ------- 14 --------------- 33
I am having trouble figuring out how to get a cumulative running total. I have tried a number of different sub-queries and selects but I can’t seem to get something that works.
Any help or ideas would be greatly appreciated.
Thanks
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Aug 22, 2007
Hi,
Am trying to create a query for a chart where I can total the employees over time but am having real trouble creating a running total from the "Total" field within a query but cannot seem to get it at all.
TotalStartDateLeftDate RunningTotal
126/03/1957
121/03/1971
127/02/1986
115/02/1988
207/03/1988
007/03/198831/05/2007
Here is my current SQL query:
SELECT Sum([CountOfStartDate]-[CountOfLeftDate]) AS Total, Atest1.StartDate, Atest1.LeftDate, Sum([CountOfStartDate]-[CountOfLeftDate]) AS RunningTotal
FROM Atest1
GROUP BY Atest1.StartDate, Atest1.LeftDate;
Can anyone help please?
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Sep 16, 2007
I've been tasked to create a report that shows the date an employee hit a loss of $200.00 or greater for the company. Each day they work, they will either have an overage or a shortage in their till fund. They start out each day with a set amount of money in their till and at the end of the day they are expected to turn in that same amount; the tills are used for making change. If they are short, and the amount is fairly large, hence the $200.00 mark, then it becomes an issue that needs investigating.
I need to total these amounts up and when the total hits a negative $200.00 or greater, I need to display the date it occurred and then display the amount the company would have saved if the employee had been either terminated or transferred to a non-revenue department.
Getting the "saved" amount should not be a problem once I figure out how to get the above indicated loss amount.
Any ideas?
Kevin
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Oct 10, 2007
Hello, I am new so if I am posting in the wrong board, please feel free to move this.
My question is as follows:
I have several tables set up to track the grants my office adminsters. These include Project Information, and Payments. I am attempting to keep a running total (in each funding source) that shows up in the Payments form. I am not sure how to build the query for this.
Example:
Grant A has the following funding:
$20,000 -Capital Projects FY04
$50,000-Federal Funds FY06
The following payments have been made (each payment would be a seperate record:
$1,000- Cap FY04
$2,000- Fed FY06
$4,000-Cap FY04
$8,000-Fed FY06
Suggestions?
PS-I am really not that great with VB so if you could explain it as if I were 5 that would be great
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Mar 10, 2008
This should be easy! Right?
I have a series of dates with events that occured on those dates. Some events were extended, others were not how do I get a running total, cumulative total, for all records in the RunTotal column?
Opened DateOpen IssuesCountOfExtendedNotExtRunTotal
5/21/2007 1 10 1
8/6/2007 1 10 2
10/8/2007 1 10 3
11/1/2007 1 10 4
11/8/2007 1 01 5
12/5/2007 1 0 1 6
Thanks for your help.
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Apr 22, 2008
Hi,
i'm working on a report about firm's personal. i have to calculate a column as running total. But i could not.
Please help me.
i am sending my file.
best regards.
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Oct 23, 2005
I have a form that calculates number of hours each month. So a little box for Jan, Feb, etc.
At the bottom I have another field that sums it up. Well Im using just basic + to add the fields and it only works where there is something in each box.
I can't go through and put zeros in for everyone since a 0 and a blank mean two different things. I tried Dsum and just now after searching the forum, I tried nz.
Am I overlooking a real nice function that would assume a blank entry in the sum is a zero? or perhaps some trick I could try? Also, is there anyway to store the calculated total in the associated table, so I can query it later? It already has its own specific field that up until now was hand calculated and entered manually...like the monthly hours.
Thanks in advance
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Oct 31, 2006
I have a form that has a "Quanity" field on it as well as a "# Times Printed" field.
I'd like to have the "# Times Printed" be a running total of the "Quantity" field where everytime a "Quantity" is entered, it updates the "# Times Printed"
I've played around with a few idea's but haven't had much luck.
Thanks
Scott :)
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