Report

A

Andre Adams

Hey guys,

Can you help me out with the following report? This thing is giving me the
flux.
The below are the column titles along with their function.

Symbol - Trade Symbol - (Destination - Table)
Date - Date listed on the trade (Destination - Table)
Shares - Shares executed on the trade (Destination - Table)
VWAP - Value Weighted Average Price (Destination - Table)
VAlue - Volume Weighted Value for Trade (Destination - Formula within report)

The Sum for Value is what I'm looking for. Just pretty much adding up every
single line of values. I can get a sum of the shares but I can't get the sum
of the value. The formula for the value is =([Shares]/[SumofShares])*[VWAP].
Why won't it allow me to sum the value, but will allow me to sum the shares?

Thanks,

Andre Adams
 
A

Arvin Meyer [MVP]

I think the Date is giving you the problem. First Date is a reserved word,
use ListedDate or something similar in your database. Second: Leave the date
out of the query, Group on the Symbol and sum everything else. Then run a
second query against the first, with your formulas (which in databases are
generally called expressions).
 
A

Andre Adams

Thanks for responding so quickly.

That's the thing. I need to be able to pull this up by date range and by
symbol. Through that range, my report currently will pull up the totals
shares for that timeframe as well as the symbol that I choose. Once those two
factors are set, the formula shares (individual day) divided by the total
shares (cumulative days) multiplied by the VWAP will equal my volume weighted
Value. Now, I can do all of that currently in my report, but, the report
will not add up the Volume weighted column. Why wouldn't the report add the
values in this field?

Arvin Meyer said:
I think the Date is giving you the problem. First Date is a reserved word,
use ListedDate or something similar in your database. Second: Leave the date
out of the query, Group on the Symbol and sum everything else. Then run a
second query against the first, with your formulas (which in databases are
generally called expressions).
--
Arvin Meyer, MCP, MVP
http://www.datastrat.com
http://www.mvps.org/access
http://www.accessmvp.com

Andre Adams said:
Hey guys,

Can you help me out with the following report? This thing is giving me
the
flux.
The below are the column titles along with their function.

Symbol - Trade Symbol - (Destination - Table)
Date - Date listed on the trade (Destination - Table)
Shares - Shares executed on the trade (Destination - Table)
VWAP - Value Weighted Average Price (Destination - Table)
VAlue - Volume Weighted Value for Trade (Destination - Formula within
report)

The Sum for Value is what I'm looking for. Just pretty much adding up
every
single line of values. I can get a sum of the shares but I can't get the
sum
of the value. The formula for the value is
=([Shares]/[SumofShares])*[VWAP].
Why won't it allow me to sum the value, but will allow me to sum the
shares?

Thanks,

Andre Adams
 
A

Arvin Meyer [MVP]

The only way that you can include the date range is to write still another
query in front of the other 2. That way you can use a date range as a
criteria to pull only those records that you want to include.
--
Arvin Meyer, MCP, MVP
http://www.datastrat.com
http://www.mvps.org/access
http://www.accessmvp.com

Andre Adams said:
Thanks for responding so quickly.

That's the thing. I need to be able to pull this up by date range and by
symbol. Through that range, my report currently will pull up the totals
shares for that timeframe as well as the symbol that I choose. Once those
two
factors are set, the formula shares (individual day) divided by the total
shares (cumulative days) multiplied by the VWAP will equal my volume
weighted
Value. Now, I can do all of that currently in my report, but, the report
will not add up the Volume weighted column. Why wouldn't the report add
the
values in this field?

Arvin Meyer said:
I think the Date is giving you the problem. First Date is a reserved
word,
use ListedDate or something similar in your database. Second: Leave the
date
out of the query, Group on the Symbol and sum everything else. Then run a
second query against the first, with your formulas (which in databases
are
generally called expressions).
--
Arvin Meyer, MCP, MVP
http://www.datastrat.com
http://www.mvps.org/access
http://www.accessmvp.com

Andre Adams said:
Hey guys,

Can you help me out with the following report? This thing is giving me
the
flux.
The below are the column titles along with their function.

Symbol - Trade Symbol - (Destination - Table)
Date - Date listed on the trade (Destination - Table)
Shares - Shares executed on the trade (Destination - Table)
VWAP - Value Weighted Average Price (Destination - Table)
VAlue - Volume Weighted Value for Trade (Destination - Formula within
report)

The Sum for Value is what I'm looking for. Just pretty much adding up
every
single line of values. I can get a sum of the shares but I can't get
the
sum
of the value. The formula for the value is
=([Shares]/[SumofShares])*[VWAP].
Why won't it allow me to sum the value, but will allow me to sum the
shares?

Thanks,

Andre Adams
 

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