Counting by months

  • Thread starter Thread starter PC
  • Start date Start date
P

PC

I have a db that we input invoices into. These invoices
are submitted by any number of consultants and each
consultant has a budget of which these invoices are
debited against.

I would like to prepare a simple report that shows a
running balance for each consultant for each month over
the year. The consultant issue I have no problem with. Can
someone generally describe how this month-to-month
analysis can be accomplished? I mean, each month has
differing days, Leap years come into play, etc.

Thanks for any offerings that you can provide.

PC
 
PC,

Can you give us an example of what you want the results to look like
and some more details (names and datatypes) about the columns in your
table.

--
HTH

Dale Fye


I have a db that we input invoices into. These invoices
are submitted by any number of consultants and each
consultant has a budget of which these invoices are
debited against.

I would like to prepare a simple report that shows a
running balance for each consultant for each month over
the year. The consultant issue I have no problem with. Can
someone generally describe how this month-to-month
analysis can be accomplished? I mean, each month has
differing days, Leap years come into play, etc.

Thanks for any offerings that you can provide.

PC
 
John,

I don't think that is going to meet his needs, because he mentions
'running balance' by month.

--
HTH

Dale Fye


In the Sorting And Grouping window for your report, create a group on
invoice date and set Group On to Month.

--
John Viescas, author
"Microsoft Office Access 2003 Inside Out"
"Running Microsoft Access 2000"
"SQL Queries for Mere Mortals"
http://www.viescas.com/
(Microsoft Access MVP since 1993)
http://www.deanforamerica.com/site/TR?pg=personal&fr_id=1090&px=143441
1
 
Guys,

Thanks for responding. Sorry it has taken so long to get
back but the fires here in southern cal have required my
complete attention.

The report in its most basic form will look something
like an Excel spreadsheet. What I have is a Consultant
that is uniquely defined. Each consultant has a given
budget for which invoices for a job are submitted. These
invoices are stored in its own invoice table. Consultants
are identified by their own unique ID number and each
invoice is uniquely identified by its own ID number as
well. As the Consultant submits their invoices, these are
posted to the INVOICES table. Then I wish to generate
this report showing totals as deducted from the overall
budget for the given job for any consultant. It is not my
intention to store the monthly amounts as these are
calculated values and there is no need to store these.

To illustrate what I am trying to do initially, I'll show
here (pardon the spaces/underscores, I'll try to get it
to align somewhat for clarity)

Consultant___Budget_____Jan03____Feb03____Mar03__etc...
Name Amt

Consultant1__5400.00___2300.05__1200.10___50.00__etc...
Consultant2__6000.00___4000.00__2400.00___(200.00)


Hopefully this gives you additional information in which
to assist me in. Thanks for your help here!
PC
 
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