Reporting cumulative activity by month in columns

  • Thread starter Thread starter Joel
  • Start date Start date
J

Joel

I'm trying to create a shareholder report that has the
following fields: (a)shareholder (b) Shares owned - Aug04
(c) Shares owned - Jul04, etc... (for all of 2004).

I have a report that will give me the shareholder totals
as of a user-defined date, but I would like to define a
report that would give me all the data in just one report
(vs say 12 reports).

Any guidance would be appreciated. Joel
 
Do you have some actual table and field names with some sample records? I
think you should be able to use a crosstab query.
 
Duane,

Thanks for the crosstab query suggestion. I tried it and
I'm getting all the data on 1 report; however, the data
output is showing share activity for the reported month
only (not cumulative). The expression in the crosstab
query is as follows: Expr1: Format([Activity Date],"mmm
yy"). I think I need to modify the expression to include
cumulative totals for each month, but I'm not sure how to
accomplish that. A record sample from my table "Capital
Account Activity" would include (1) Shareholder #, (2)
Activity Date (in the form ##/##/##) and (3) # of Shares.
 
Are we supposed to understand what you mean by cumulative and/or how it is
calculated?

--
Duane Hookom
MS Access MVP
--

Joel said:
Duane,

Thanks for the crosstab query suggestion. I tried it and
I'm getting all the data on 1 report; however, the data
output is showing share activity for the reported month
only (not cumulative). The expression in the crosstab
query is as follows: Expr1: Format([Activity Date],"mmm
yy"). I think I need to modify the expression to include
cumulative totals for each month, but I'm not sure how to
accomplish that. A record sample from my table "Capital
Account Activity" would include (1) Shareholder #, (2)
Activity Date (in the form ##/##/##) and (3) # of Shares.

-----Original Message-----
Do you have some actual table and field names with some sample records? I
think you should be able to use a crosstab query.

--
Duane Hookom
MS Access MVP





.
Click to expand...
Click to expand...
 
Lets say a shareholder purchased the following shares on
the following dates: 1/16/01 - 50 shares, 3/31/02 - 150
shares, 4/30/04 - 250 shares. By cumulative, I mean that
I would want my report to show a Jan 01 total of 50
shares, a Mar 02 total of 200 shares and an Apr 04 total
of 450 shares. My report definition currently produces
the following results: Jan 01 - 50 shares, Mar 02 - 150
shares and Apr 04 250 shares.
-----Original Message-----
Are we supposed to understand what you mean by cumulative and/or how it is
calculated?

--
Duane Hookom
MS Access MVP
--

Duane,

Thanks for the crosstab query suggestion. I tried it and
I'm getting all the data on 1 report; however, the data
output is showing share activity for the reported month
only (not cumulative). The expression in the crosstab
query is as follows: Expr1: Format([Activity Date],"mmm
yy"). I think I need to modify the expression to include
cumulative totals for each month, but I'm not sure how to
accomplish that. A record sample from my table "Capital
Account Activity" would include (1) Shareholder #, (2)
Activity Date (in the form ##/##/##) and (3) # of Shares.

-----Original Message-----
Do you have some actual table and field names with some sample records? I
think you should be able to use a crosstab query.

--
Duane Hookom
MS Access MVP


I'm trying to create a shareholder report that has the
following fields: (a)shareholder (b) Shares owned - Aug04
(c) Shares owned - Jul04, etc... (for all of 2004).

I have a report that will give me the shareholder totals
as of a user-defined date, but I would like to define a
report that would give me all the data in just one report
(vs say 12 reports).

Any guidance would be appreciated. Joel


.
Click to expand...
Click to expand...


.
Click to expand...
 
What about the shares that were owned prior to January? How would you expect
the records from your posting to display in a report? How would you want to
set a date range (or would you)?


--
Duane Hookom
MS Access MVP


Joel said:
Lets say a shareholder purchased the following shares on
the following dates: 1/16/01 - 50 shares, 3/31/02 - 150
shares, 4/30/04 - 250 shares. By cumulative, I mean that
I would want my report to show a Jan 01 total of 50
shares, a Mar 02 total of 200 shares and an Apr 04 total
of 450 shares. My report definition currently produces
the following results: Jan 01 - 50 shares, Mar 02 - 150
shares and Apr 04 250 shares.
-----Original Message-----
Are we supposed to understand what you mean by cumulative and/or how it is
calculated?

--
Duane Hookom
MS Access MVP
--

Duane,

Thanks for the crosstab query suggestion. I tried it and
I'm getting all the data on 1 report; however, the data
output is showing share activity for the reported month
only (not cumulative). The expression in the crosstab
query is as follows: Expr1: Format([Activity Date],"mmm
yy"). I think I need to modify the expression to include
cumulative totals for each month, but I'm not sure how to
accomplish that. A record sample from my table "Capital
Account Activity" would include (1) Shareholder #, (2)
Activity Date (in the form ##/##/##) and (3) # of Shares.


-----Original Message-----
Do you have some actual table and field names with some
sample records? I
think you should be able to use a crosstab query.

--
Duane Hookom
MS Access MVP


message
I'm trying to create a shareholder report that has the
following fields: (a)shareholder (b) Shares owned -
Aug04
(c) Shares owned - Jul04, etc... (for all of 2004).

I have a report that will give me the shareholder totals
as of a user-defined date, but I would like to define a
report that would give me all the data in just one
report
(vs say 12 reports).

Any guidance would be appreciated. Joel


.
Click to expand...


.
Click to expand...
Click to expand...
 
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