Cumulative YTD (Running Total) in Query

[Bobby Light]

Hi All,

I have a table of financial data from 2007 onwards.

The data is monthly results and includes Budget OR Forecast and Actual
in a 'Type' field.

I want to build a chart of the 2009 result so far, building YTD
cumulative for the year split between BudgetORForecast and Actual.

Can anyone help as to how I create a running total like this please?

Kind regards

Bobby

 

[Roger Carlson]

On my website (www.rogersaccesslibrary.com), is a small Access database
sample called "RunningSumInQuery.mdb" which illustrates how to do this. You
can find it here:
http://www.rogersaccesslibrary.com/forum/forum_posts.asp?TID=279

--
--Roger Carlson
MS Access MVP
Access Database Samples: www.rogersaccesslibrary.com
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[Jeff Boyce]

Bobby

Are you saying that you want the sum of (some field) for records with a
(?DateEntered?) field with a value on/after the first of the current year?

If so, you can create a totals query, use a selection criterion, and only
get the total of records in the current year.

One way to get "current year" is to use the function Year() (something like:
Year(Date()))

Good luck!

Regards

Jeff Boyce
Microsoft Office/Access MVP