Solved Crosstab Query Date Help

[KINGOFCHAOS17]

I have a crosstab query which is currently grouping the data by year (see attached screenshot). It pulls data based on a DLookUp in another table (screen shot attached). The dates in the table will always be input as a complete 12 month range. This range can start anytime in the year and will cross calendar years. For this example how would I group the data from March 2017 to February 2018, March 2018 to February 2019, and finally March 2019 to February 2020. I need the solution to be dynamic based on the dates entered in the

 

[strive4peace]

hi King of Chaos,

Welcome!

instead of dLookup, you can add the TAQDate table to the top with no relationships

Assuming dates have no times, try this:

field --> ATDate
Total --> Where
criteria --> between [TAQStart] and [TAQend]

field --> Range: "r" & Format( [TAQStart],"yymm") & "_" & Format( [TAQend],"yymm")
Total --> Group By
Crosstab --> Column Heading

I prefaced the column heading field with "r" so it doesn't start with a number (that can create problems)

You would have 3 records in TAQDate for the 3 years you want

 

[KINGOFCHAOS17]

Thank you, unfortunately it didn't like that, received an error (attached). Had this problem in the past and a user on here recommended the DLookUp. Any other suggestions?

 

[strive4peace]

King of Chaos, nothing was attached!

 

[strive4peace]

King of Chaos, perhaps you could make a sample database for us to try and upload it?

 

[KINGOFCHAOS17]

Whoops, sorry

 

[strive4peace]

hi King of Chaos,

aah, make a query with the first two tables
then make a second query using that query and add the TAQDate table with no relationship

 

[KINGOFCHAOS17]

Thanks for your help. I've done as you've suggested but think I've made a mistake somewhere as it's not giving the expected results. I've attached a screenshot of the two queries and that of the outcome. Can you advise where I've gone wrong? Access isn't my strong point and very much struggle when writing queries.

 

[strive4peace]

hi King of Chaos,

you're welcome

don't put criteria in the first query with the 2 tables. Criteria would go in the second query

repeating from above:

field --> ATDate
Total --> Where
criteria --> between [TAQStart] and [TAQend]

field --> Range: "r" & Format( [TAQStart],"yymm") & "_" & Format( [TAQend],"yymm")
Total --> Group By
Crosstab --> Column Heading

 

[KINGOFCHAOS17]

Thanks for your follow up.

So, I amended the first criteria as you suggested and received the same outcome. See attached screenshots. Any suggestions?

 

[strive4peace]

hi King of Chaos,

would you please upload a sample database? Tell us the name of your two queries and what results you expect
thank you!

 

[KINGOFCHAOS17]

Unfortunately the database resides on a server that's accessed via Remote Desktop which has the ability to export data between environments disabled. The best I can provide is screen shots as I've been doing.

So the crosstab query I've constructed currently groups by the year and pulls the data based on a DLookUp from another table. The data is always in 12 month periods and can cross calendar years. What I would like is for the crosstab to group based on each 12 month period (i.e. March 2017 to February 2018, March 2018 to February 2019, and finally March 2019 to February 2020) assuming per the date table screenshot the dates run from 1st March 2017 to 29th February 2020. Column titles aren't overly important by something along the lines of Year1, Year2 and Year3 would be preferred.

I've attached an example of what I'd like to achieve (quickly constructed in paint). So in this example the 1 against 01-01673-001 though having a date in 2019 occurred in in the second group of 12 months (March 2018 to February 2019) and therefore is accounted against column Year2.

I've also shown examples where quantity 2 against 01075000-01 have moved from Year2 to Year1 because the dates occurred in the first group of 12 months (March 2017 to February 2018).

Hope that makes sense and thank you for your continued help.

 

[KINGOFCHAOS17]

Its not elegant but I've found a way to complete my objective. Thanks for the help.

 

[strive4peace]

you're welcome. King of Chaos ~ happy you figured it out, and happy to help