Monthly totals in report?

  • Thread starter Thread starter Susan
  • Start date Start date
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Susan

I have a report that has weekly detail and amounts and I produced a report
for weekly dates and totals. How can I produce a report for the monthly
totals from that. I thought I could use the month function to get the month
from the date but I do not know how to set up a control based on that value
from the function and get totals.

Thanks for information.
Susan
 
I'm not sure how you will get monthly totals from weekly totals. Most weeks
span two months. Can you explain further?

You can sort/group your report on an expression like:
=Format([DateField], "yyyymm")
 
I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00





I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00

etc.



How do you do the above? Where do you place the =Format([DateField],
"yyyymm")? But can you set a control break for that?






Duane Hookom said:
I'm not sure how you will get monthly totals from weekly totals. Most
weeks
span two months. Can you explain further?

You can sort/group your report on an expression like:
=Format([DateField], "yyyymm")

--
Duane Hookom
Microsoft Access MVP


Susan said:
I have a report that has weekly detail and amounts and I produced a
report
for weekly dates and totals. How can I produce a report for the monthly
totals from that. I thought I could use the month function to get the
month
from the date but I do not know how to set up a control based on that
value
from the function and get totals.

Thanks for information.
Susan
Click to expand...
Click to expand...
 
If you don't want to display any details, you might be able to get by with
basing your report on a totals query that groups by Month and Year.

If you need the detail records then find the sorting and grouping dialog in
the report design and enter the expression that I suggested. Change the
[DateField] to your date field. Display either the group section header or
footer for your totals display.
--
Duane Hookom
Microsoft Access MVP


Susan said:
I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00





I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00

etc.



How do you do the above? Where do you place the =Format([DateField],
"yyyymm")? But can you set a control break for that?






Duane Hookom said:
I'm not sure how you will get monthly totals from weekly totals. Most
weeks
span two months. Can you explain further?

You can sort/group your report on an expression like:
=Format([DateField], "yyyymm")

--
Duane Hookom
Microsoft Access MVP


Susan said:
I have a report that has weekly detail and amounts and I produced a
report
for weekly dates and totals. How can I produce a report for the monthly
totals from that. I thought I could use the month function to get the
month
from the date but I do not know how to set up a control based on that
value
from the function and get totals.

Thanks for information.
Susan
Click to expand...
Click to expand...
Click to expand...
 
Thank you very much! I got the report to work!
Duane Hookom said:
If you don't want to display any details, you might be able to get by with
basing your report on a totals query that groups by Month and Year.

If you need the detail records then find the sorting and grouping dialog
in
the report design and enter the expression that I suggested. Change the
[DateField] to your date field. Display either the group section header or
footer for your totals display.
--
Duane Hookom
Microsoft Access MVP


Susan said:
I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00





I have individual records with dates and amounts and they are sorted and
grouped by the dates for the year and the amounts are totaled. I then set
the detail line visible to "No". But I cannot figure out how to set a
control for the month which is part of the date field.



Total for 1/4/2008 $3,105.00

Total for 1/7/2008 555.00

total for 1/10/2008 655.00

etc.



How do you do the above? Where do you place the =Format([DateField],
"yyyymm")? But can you set a control break for that?






Duane Hookom said:
I'm not sure how you will get monthly totals from weekly totals. Most
weeks
span two months. Can you explain further?

You can sort/group your report on an expression like:
=Format([DateField], "yyyymm")

--
Duane Hookom
Microsoft Access MVP


:

I have a report that has weekly detail and amounts and I produced a
report
for weekly dates and totals. How can I produce a report for the
monthly
totals from that. I thought I could use the month function to get the
month
from the date but I do not know how to set up a control based on that
value
from the function and get totals.

Thanks for information.
Susan
Click to expand...
Click to expand...
Click to expand...
 
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