Calculating a new balance for each line item reported

C

CLM

Hello,

I have Excel spreadsheet that does the following:
deposit = 10,000.00
date payment Avail Bal
1/1/04 500.00 9,500
2/1/04 500.00 9,000
3/1/04 250.00 8,750
4/1/04 1000.00 7,750

Basically how do I do that in a report where we do NOT have the Avail Bal
stored. It has to be calculated either in the report query or in the report
sql code. Any ideas?

Thx,
 
A

Allen Browne

Use Running Sum.

This example assumes you have a text box named txtOpenBal in the report
header that has the starting balance (original deposit?).

1. Add a text box to the Detail section, and set these properties:
ControlSource =[payment]
Running Sum Over Group
Visible No
Name txtPaymentRS

2. Add another text box so show the balance. Set these properties:
ControlSource =[txtOpenBal] - [txtPaymentRS]
Format Currency
 
C

CLM

Hi Allen,

I actually don't have a one in the header but that can be easily
accomplished. Thx for the quick reply I will test it out tomorrow.

Clm

Allen Browne said:
Use Running Sum.

This example assumes you have a text box named txtOpenBal in the report
header that has the starting balance (original deposit?).

1. Add a text box to the Detail section, and set these properties:
ControlSource =[payment]
Running Sum Over Group
Visible No
Name txtPaymentRS

2. Add another text box so show the balance. Set these properties:
ControlSource =[txtOpenBal] - [txtPaymentRS]
Format Currency

--
Allen Browne - Microsoft MVP. Perth, Western Australia.

Reply to group, rather than allenbrowne at mvps dot org.

CLM said:
I have Excel spreadsheet that does the following:
deposit = 10,000.00
date payment Avail Bal
1/1/04 500.00 9,500
2/1/04 500.00 9,000
3/1/04 250.00 8,750
4/1/04 1000.00 7,750

Basically how do I do that in a report where we do NOT have the Avail Bal
stored. It has to be calculated either in the report query or in the
report
sql code. Any ideas?

Thx
 
Top