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YTD Report for clients

sohendalski@netzero.com
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#1: Feb 27 '07
I need to make a report that will list my client's monthly revenue and
the year to date. I want it to basically look like this

Jan Feb
March etc. YTD
Client1 $XXXX.XX % $XXXX.XX % $XXXX.XX % $XXXX.XX %
$XXXX.XX %

I have all of the data entered in as billing periods which there are
two per month, and it is usually the 1st and 15th of every month. I
am not sure how to get it to pull the data for each month seperately.
Do I need separate queries for each one?

Thanks for any help!!!!

Jana
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#2: Feb 27 '07

re: YTD Report for clients


On Feb 27, 7:24 am, "sohendal...@netzero.com" <sohendal...@gmail.com>
wrote:
Quote:
I need to make a report that will list my client's monthly revenue and
the year to date. I want it to basically look like this
>
Jan Feb
March etc. YTD
Client1 $XXXX.XX % $XXXX.XX % $XXXX.XX % $XXXX.XX %
$XXXX.XX %
>
I have all of the data entered in as billing periods which there are
two per month, and it is usually the 1st and 15th of every month. I
am not sure how to get it to pull the data for each month seperately.
Do I need separate queries for each one?
>
Thanks for any help!!!!
Take a look at a crosstab query. I'm not super knowledgeable on them,
but I think that will get you what you're looking for.

HTH,
Jana

pdm@patweb.be
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#3: Feb 27 '07

re: YTD Report for clients


well, as Jana suggested this should be best done with a crosstab
query. However - never practices crosstabs.
The coincidence is, is that I had more or less the same question. I
need to get the totals for each product in a month

product month total1 total2 total3

I did it with a less best solution. I made 3 queries for every total
(total1, total2, total3)
Finally I put them in one query that looks more or less as a crosstab
but which is not.

I now this IS NIOT DONE, but I get my result.

sohendalski@netzero.com
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Posts: n/a
#4: Feb 27 '07

re: YTD Report for clients


The Crosstab worked perfect except, is there a way I can have it put
all of the months of the year even though I don't have data yet for
those months. That way when we do input data for the remaining months
it will automatically fill in?

paii, Ron
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#5: Feb 27 '07

re: YTD Report for clients


Right click with in the query window and select Properties. Enter the months
in Column Headings. In the SQL window, you will see "IN ( , , ,)".

"sohendalski@netzero.com" <sohendalski@gmail.comwrote in message
news:1172594097.288108.192040@z35g2000cwz.googlegr oups.com...
Quote:
The Crosstab worked perfect except, is there a way I can have it put
all of the months of the year even though I don't have data yet for
those months. That way when we do input data for the remaining months
it will automatically fill in?
>

sohendalski@netzero.com
Guest
 
Posts: n/a
#6: Feb 27 '07

re: YTD Report for clients


Perfect!! Thanks

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