Monthly transactions in query


G

Guest

Please help me in creating Query form below records:

RecDate Details Debit Credit
01-Jan-07 Sales 2
03-Jan-07 Sales 3
10-Jan-07 Payment 5
12-Feb-07 Sales 9
15-Feb-07 Sales 10

with query Like this:
RecDate Details Debit Credit
01-Jan-07 Sales 2
03-Jan-07 Sales 3
10-Jan-07 Payment 5

31-Jan-07 Month Total

01-Feb-07 Balance B/F

12-Feb-07 Sales 9
15-Feb-07 Sales 10

28-Feb-07 Month Total

01-Mar-07 Balance B/F

in my table i have transactions for all months; i want to make month total
and for new month i want to carry the balance as the beginning date of the
month.
 
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G

Guest

All you need to do is create a report and set the sorting and grouping to
your date field and choose an interval of Month.

Your month end/month beginning labels can be placed in month group headers
or footers. It seems from you that you don't want any numbers in there so it
should be easy to create in your report.
 
G

Guest

First of All thank you verymuch; I do agree that it can be done by report
with the running sum column as Balance Field and make nog visible and put
that field in month footer so i will get Balance for that customer for that
month. it works fine with me when only 1 customer is there for all period,
but I've 600 customers that time how i will manage it? when i m changing
running sum to allover then calculation goes wrong and balance is mingling
with others. if you can help me not in query, can i create new table same
type with the help of recordset? Please if you can it will be very very big
favour
 
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G

Guest

You didn't have any balance numbers or group totals in your example, only
transaction details and labels in headers/footers. Your original post also
said nothing about multiple customers.

You be able to use running sums in group footers that are over group
(customer).
 

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