setting up a budget report

  • Thread starter Thread starter rose
  • Start date Start date
R

rose

I am new to Access and I am trying to set up a budget report that shows the
budget amount, what has been spent and what is left. I have queries set up
for different accounts and I need to show each account and what is left.
 
Rose,

You could use this:

RunSum: DSum("pcDeposit","tblPettyCash","pcID <= " &
[pcID])-DSum("pcPayment","tblPettyCash","pcID <= " & [pcID])

But this only works if you have a Primary Key set to Autonumber. I would
'customize' it for you but you didn't provide any field names. If you don't
use an Autonumber as a Primary Key you need to post back with what you do
use or if you want to go by date.

--
Gina Whipp

"I feel I have been denied critical, need to know, information!" - Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm
 
Hi Gina,

Sorry. I'm new to this also. I have a table with the fields of Account,
Service Line, Special Project, Type, Amount in it. I have a budget amount for
each Service Line and I need to set up a report that tells me how much was
spent in each Service Line and how much of the budget is remaining. I hope
this gives you more information and helps.

Thanks,

Rose

Gina Whipp said:
Rose,

You could use this:

RunSum: DSum("pcDeposit","tblPettyCash","pcID <= " &
[pcID])-DSum("pcPayment","tblPettyCash","pcID <= " & [pcID])

But this only works if you have a Primary Key set to Autonumber. I would
'customize' it for you but you didn't provide any field names. If you don't
use an Autonumber as a Primary Key you need to post back with what you do
use or if you want to go by date.

--
Gina Whipp

"I feel I have been denied critical, need to know, information!" - Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

rose said:
I am new to Access and I am trying to set up a budget report that shows the
budget amount, what has been spent and what is left. I have queries set up
for different accounts and I need to show each account and what is left.
Click to expand...
Click to expand...
 
Rose,

Is the Budget for all the Service Lines or does each Service Line have it's
own budget? Where is the Budget amount sotred? For example, if
ServiceLineA has 10k and ServiceLineB has 20k are these amounts stored in
another table or the same table? And if it's a total budget of 30k then
where is this information coming from? I'm trying to figure out the
calculation for your report but just don't know where to get the Budget
amount to subtract from. Also, would be helpful to have the name of the
table.



--
Gina Whipp

"I feel I have been denied critical, need to know, information!" - Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

rose said:
Hi Gina,

Sorry. I'm new to this also. I have a table with the fields of Account,
Service Line, Special Project, Type, Amount in it. I have a budget amount
for
each Service Line and I need to set up a report that tells me how much was
spent in each Service Line and how much of the budget is remaining. I hope
this gives you more information and helps.

Thanks,

Rose

Gina Whipp said:
Rose,

You could use this:

RunSum: DSum("pcDeposit","tblPettyCash","pcID <= " &
[pcID])-DSum("pcPayment","tblPettyCash","pcID <= " & [pcID])

But this only works if you have a Primary Key set to Autonumber. I would
'customize' it for you but you didn't provide any field names. If you
don't
use an Autonumber as a Primary Key you need to post back with what you do
use or if you want to go by date.

--
Gina Whipp

"I feel I have been denied critical, need to know, information!" -
Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

rose said:
I am new to Access and I am trying to set up a budget report that shows
the
budget amount, what has been spent and what is left. I have queries set
up
for different accounts and I need to show each account and what is
left.
Click to expand...
Click to expand...
Click to expand...
 
Each service line has it's own budget. The budget amounts are stored in
another table named 2009 Service Lines & Sites Budget.

Gina Whipp said:
Rose,

Is the Budget for all the Service Lines or does each Service Line have it's
own budget? Where is the Budget amount sotred? For example, if
ServiceLineA has 10k and ServiceLineB has 20k are these amounts stored in
another table or the same table? And if it's a total budget of 30k then
where is this information coming from? I'm trying to figure out the
calculation for your report but just don't know where to get the Budget
amount to subtract from. Also, would be helpful to have the name of the
table.



--
Gina Whipp

"I feel I have been denied critical, need to know, information!" - Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

rose said:
Hi Gina,

Sorry. I'm new to this also. I have a table with the fields of Account,
Service Line, Special Project, Type, Amount in it. I have a budget amount
for
each Service Line and I need to set up a report that tells me how much was
spent in each Service Line and how much of the budget is remaining. I hope
this gives you more information and helps.

Thanks,

Rose

Gina Whipp said:
Rose,

You could use this:

RunSum: DSum("pcDeposit","tblPettyCash","pcID <= " &
[pcID])-DSum("pcPayment","tblPettyCash","pcID <= " & [pcID])

But this only works if you have a Primary Key set to Autonumber. I would
'customize' it for you but you didn't provide any field names. If you
don't
use an Autonumber as a Primary Key you need to post back with what you do
use or if you want to go by date.

--
Gina Whipp

"I feel I have been denied critical, need to know, information!" -
Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

I am new to Access and I am trying to set up a budget report that shows
the
budget amount, what has been spent and what is left. I have queries set
up
for different accounts and I need to show each account and what is
left.
Click to expand...
Click to expand...
Click to expand...
 
Rose,

I want to type it for you as I see this is not easy for you but I need exact
table names and exact field names. I want you to be able to copy and paste
this OR do you want me to type what to do and you do it yourself?



--
Gina Whipp

"I feel I have been denied critical, need to know, information!" - Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

rose said:
Each service line has it's own budget. The budget amounts are stored in
another table named 2009 Service Lines & Sites Budget.

Gina Whipp said:
Rose,

Is the Budget for all the Service Lines or does each Service Line have
it's
own budget? Where is the Budget amount sotred? For example, if
ServiceLineA has 10k and ServiceLineB has 20k are these amounts stored in
another table or the same table? And if it's a total budget of 30k then
where is this information coming from? I'm trying to figure out the
calculation for your report but just don't know where to get the Budget
amount to subtract from. Also, would be helpful to have the name of the
table.



--
Gina Whipp

"I feel I have been denied critical, need to know, information!" -
Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

rose said:
Hi Gina,

Sorry. I'm new to this also. I have a table with the fields of Account,
Service Line, Special Project, Type, Amount in it. I have a budget
amount
for
each Service Line and I need to set up a report that tells me how much
was
spent in each Service Line and how much of the budget is remaining. I
hope
this gives you more information and helps.

Thanks,

Rose

:

Rose,

You could use this:

RunSum: DSum("pcDeposit","tblPettyCash","pcID <= " &
[pcID])-DSum("pcPayment","tblPettyCash","pcID <= " & [pcID])

But this only works if you have a Primary Key set to Autonumber. I
would
'customize' it for you but you didn't provide any field names. If you
don't
use an Autonumber as a Primary Key you need to post back with what you
do
use or if you want to go by date.

--
Gina Whipp

"I feel I have been denied critical, need to know, information!" -
Tremors
II

http://www.regina-whipp.com/index_files/TipList.htm

I am new to Access and I am trying to set up a budget report that
shows
the
budget amount, what has been spent and what is left. I have queries
set
up
for different accounts and I need to show each account and what is
left.
Click to expand...
Click to expand...
Click to expand...
 
Back
Top