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Calculation in an Access Report

P: 14
Hi,

I am creating a report for different accounts. I have a starting balance, and transactions. Everything is working great, however I am not able to create another column that can have the transaction column + the starting balance. I want a continuous balance down the one side of the report. I can get the transaction to total by creating a "running sum" column, but is there a way to create another column that uses that information in a calculation? Someone had suggested that I use the DSUM function, however it never seems to work right for me.

I would apprieciate any suggestions.

Thanks a lot
Feb 16 '07 #1
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4 Replies


nico5038
Expert 2.5K+
P: 3,072
I would place the TransactionAmount field twice. The second one (TransactionAmount2) gets the visible = No property to hide it and set the RunningSum property to OverGroup.
Now add a new field with:
=TransactionAmount2+Dlookup("StartingBalance","you r balance table","accountID=" & [accountID])

The other option would be to create a new transaction for the BalanceAmount unsing a UNION query and force that to be the first to be displayed, eg with a 0 as transaction sequencenumber.

Getting the idea ?

Nic;o)
Feb 16 '07 #2

P: 14
Jx4
Thanks a lot for your help. I'm going to try it tomorrow and see how it goes. What you are saying makes a lot of sense. Thanks again for your help.


I would place the TransactionAmount field twice. The second one (TransactionAmount2) gets the visible = No property to hide it and set the RunningSum property to OverGroup.
Now add a new field with:
=TransactionAmount2+Dlookup("StartingBalance","you r balance table","accountID=" & [accountID])

The other option would be to create a new transaction for the BalanceAmount unsing a UNION query and force that to be the first to be displayed, eg with a 0 as transaction sequencenumber.

Getting the idea ?

Nic;o)
Feb 17 '07 #3

nico5038
Expert 2.5K+
P: 3,072
Keep me posted when you run in trouble :-)

Nic;o)
Feb 17 '07 #4

P: 14
Jx4
Thanks for all your help, I figured it out! Yeah! Thanks again!
Feb 21 '07 #5

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