View Full Version : Calculating Totals - Please Help


brian0721
12-05-2001, 03:47 PM
Hi, Im new at the whole access thing, but I seem to be doing alright. Here is my problem. I am making a database that stores information on loan closings. It stores: open date, closed date, loan amount, income, loan officer, and a few other categories. there are 4 different loan officers. i need to make a report that will calculate total loan amounts and income in a few ways: monthly, quartely, and yearly. I am having great difficulty with this and would appreciate ANY help. THANK YOU in advance!

Pat Hartman
12-05-2001, 06:22 PM
Create a query that selects the data for the report. Include three additional calculated fields for year, quarter, and month.
Select ...., Year(YourDateField) As CalcYear, DatePart("q",YourDateField) As CalcQtr, Month(YourDateField) As CalcMonth
From YourTable;

Then use the report wizard to build the report using the query as the recordsource. Choose to group by CalcYear, then CalcQtr, then CalcMonth with totals and grand totals.