Query for Report

K

Karen

Hi

I have a Plan table that has the following fields: Planid, AEID, PlanYear,
PlanProduct1, PlanProduct2. I have another table (CommProj) with the
following fields: ID, AEID, Prospect, EffDate, EstRev,and
CommittedorProjectedRev. This table holds data related to committed or
projected revenue and data changes frequently. I have another table that
lists sold revenue details.

I need to create a report that shows the AE Name, the PlanProduct1,
PlanProduct2, TotalCommittedRev, Total ProjectedRev, and Total Sold Revenue.

Since the AE may have both committed and projected revenue numbers, the
query shows the plan data and total sold revenue data multiple times for the
same AE. Also, an AE may have not have any data entered in the comm/proj
table.

What advice can you give me?
 
Top