Previous month's totals

[MICKI0220]

I need a report to take the previous month's totals and assign the value into another field. What I am trying to do is to use a make table query and create a field who's value is based on the prior month's negative balance. Which is turn will give the new month's negative balance.

If I did it in code for a form it would be something like this....

If [previous month's negative carryover] < 0 Then [new negative carryover] = ([new allocated bonus] + [previous month's negative carryover])
Else if
[previous month's negative carryover] =0 and [new allocated bonus] < 0 Then [new negative carryover] = [new allocated bonus]
Else
[new negative carryover] = 0

I hope someone can help me put this in a query to populate the [new negative carryover] field.

 

[jedraw]

I find your post confusing. I'm sure you know exactly what you're looking for, but why report negative carryover or why build a table with a field to record a negative carryover?

You can certainly calculate numbers and present them in a report without storing them in a column in a table.

Normally you wouldn't store a calculated value. (There may be situations where one might do this but normally no.)

I am by no means an accountant or financial whiz, but it seems to me that....
for a given time period

New balance = Starting balance + new allocation - usage

would be the calculation and would handle neg/pos amounts.