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Home > Forums > Programmers > DBMS Packages > Microsoft: Access Reports Forum

Calulating of groups / categories?

CODE

CategoryGroupID CategoryGroupDesc CategoryGroupCode SumOfMTD SumOfLMTD SumOfYTD SumOfLYTD 1 Revenue R $740,079.83 $750,968.68 $2,972,403.40 $3,001,001.56 2 Cost of Sales C ($247,339.60) ($316,744.08) ($1,295,645.13) ($1,313,770.59) 3 Expenses X ($176,723.25) ($236,938.32) ($714,344.81) ($790,067.17) 4 Income and Expenses O ($6,413.14) ($5,168.71) ($1,030.49) ($14,644.61) 5 Income Tax I $0.00 ($1,775.00) ($1,605.22) ($6,348.00) 6 Assets A ($599,271.27) ($85,740.43) ($1,180,680.38) ($128,331.73) 7 Liabilities L $347,723.76 $18,257.63 $654,020.63 ($84,228.43) 8 Equity E $0.00 ($61,428.00) ($81,594.68) ($395,199.39)

To get the Net Income you take the Revenue (R) - (Cost of Sales (C)+Expenses (X)+Income & Expenses (O)+Income Tax (I))

To get the Operating Income you take the Revenue (R) - (Cost of Sales (C)+Expenses (X) )

supportservice (TechnicalUser)

21 May 12 20:21

Was thinking perhaps I need to create sub groups to identify the other two levels?

maxhugen (Programmer)

22 May 12 8:34

I'm thinking that you may need to transform the data. Create a crosstab query, with the CategoryGroupID as the columns. Use a Left Join from your CategoryGroup table, to the data table, to ensure you always get all Categories (even if no data).

Using this query as the base, create a new query, so that in addition to columns 1 to 8, you can add the calculated columns you need.

Max Hugen
Australia

supportservice (TechnicalUser)

22 May 12 12:03

Thanks. I ended up creating another column to identify the sub-group and queried on them.

Appreciate it!

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