Adding a year to date formula

C

cheesey

I have a access table with details of customer and products sold by
period. I need to create a spreadsheet so I have linked it to the
access table etc.

I have then extracted the info given my boss the facility to pick an
account number using [What Account No?] and Year. This produces a
customer by product with the period number.

What I need is year to date figures to be put next to the period
figures instead of a product list sorted by period.


The table shows a sales transaction per product by account for each
period and so a formula is needed to extract that info from the access
table and the report would hopefully look like this:-

Account Nr Product Code Period Sales YTD Sales

I hope that make sense!!

Thanks in advance

Cheesey
 
D

Debra Dalgleish

In Access, you can create a PivotTable form to summarize the data. Add
the Account number and Year fields to the Page area, and you can filter
the data by those fields.

Or, from Excel, create a PivotTable, using the Access database as the
source data.
I have a access table with details of customer and products sold by
period. I need to create a spreadsheet so I have linked it to the
access table etc.

I have then extracted the info given my boss the facility to pick an
account number using [What Account No?] and Year. This produces a
customer by product with the period number.

What I need is year to date figures to be put next to the period
figures instead of a product list sorted by period.


The table shows a sales transaction per product by account for each
period and so a formula is needed to extract that info from the access
table and the report would hopefully look like this:-

Account Nr Product Code Period Sales YTD Sales

I hope that make sense!!

Thanks in advance

Cheesey
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