MTD & YTD Summary Statistics

[rjf3123]

I have a form that is a display form for presenting statistical info.

The table/field info are:

Table = ClientTracking / field = InvoiceDate
Table = CheckDetails / field = EstRefund

I am trying to present on the stats form the year-to-date and month-to-date totals of the EstRefund field.

Info has to be for the current year/month as the InvoiceDate field can span over several years.

TIA!
R. Fisher

 

[pbaldy]

I'm not clear on your table structure; it looks like the relevant data (date & amount) is in 2 different tables. You could try using 2 DSum formulas to get your 2 amounts. You can get the first day of the current month with:

DateSerial(Year(Date()), Month(Date()), 1)

and the first day of the current year with:

DateSerial(Year(Date()), 1, 1)

 

[rjf3123]

Many Thanks!

Works Great - Thanks Much!