Table of financial information

[Skyjob]

Hi,

I've written a program for a charity organisation which involves almost all of their administrational functions.
The organisation collects donations for children in need in Cambodia through monthly contributions and donations.
They have now asked me to create a print preview & print showing a summation of payments by month, summated by person, graphically indicating the months paid for, including overlapping months towards the next/previous year (including the amount reserved for that), page subtotals by month and grand totals.
I know it's possible, but it's an insane task if you remember that every payment is entered in an MDB-file with date/name(ID)/amount/type of payment/period of donation/etc...
Anyone has any ideas how to simplify this? I was initially thinking if maybe someone has experience with club-contribution programming which may involve similar problems. The preferred lay-out would be as below:


Name Last Yr|Jan|Feb|Mrt|...|Nov|Dec|Next Yr|Totals
--------|-------|---|---|---|---|---|---|-------|------
ABC | | X | X | | | X | X | |
| 100|150| 50| | |100| | |300
--------|-------|---|---|---|---|---|---|-------|------
DEF | | X | | X | | | X | |
| | 50| | 50| | |100| 50|200
-------------------------------------------------------
200 50 50 100 100 500

 

[petermeachem]

It's not that hard.

I think I'd probably create a temp table looking like your picture above. I should probably fill it by looping round a crosstab recordset which would give you the monthly values, and then run a couple of queries for the last yr and next yr columns. Crosstab queries don't seem to be very good at creating tables, otherwise I'd do that instead.

I see you have 'period of donation'. Do they enter £100, 1st jan, every month for 6 months? or similar.

That would be harder. I think you'd have to create the data first in the form
peter 1 jan £100
peter 1 feb £100
etc
and then run the crosstab. This might seem a bit roundabout, but it would work, and would be easy to do. Hope you haven't got millions of contributors!
Peter Meachem
peter@accuflight.com