Reporting cumulative activity by month in columns

[Joel]

I'm trying to create a shareholder report that has the
following fields: (a)shareholder (b) Shares owned - Aug04
(c) Shares owned - Jul04, etc... (for all of 2004).

I have a report that will give me the shareholder totals
as of a user-defined date, but I would like to define a
report that would give me all the data in just one report
(vs say 12 reports).

Any guidance would be appreciated. Joel

 

[Duane Hookom]

Do you have some actual table and field names with some sample records? I
think you should be able to use a crosstab query.

 

[Joel]

Duane,

Thanks for the crosstab query suggestion. I tried it and
I'm getting all the data on 1 report; however, the data
output is showing share activity for the reported month
only (not cumulative). The expression in the crosstab
query is as follows: Expr1: Format([Activity Date],"mmm
yy"). I think I need to modify the expression to include
cumulative totals for each month, but I'm not sure how to
accomplish that. A record sample from my table "Capital
Account Activity" would include (1) Shareholder #, (2)
Activity Date (in the form ##/##/##) and (3) # of Shares.

 

[Duane Hookom]

Are we supposed to understand what you mean by cumulative and/or how it is
calculated?

--
Duane Hookom
MS Access MVP
--

Duane,

Thanks for the crosstab query suggestion. I tried it and
I'm getting all the data on 1 report; however, the data
output is showing share activity for the reported month
only (not cumulative). The expression in the crosstab
query is as follows: Expr1: Format([Activity Date],"mmm
yy"). I think I need to modify the expression to include
cumulative totals for each month, but I'm not sure how to
accomplish that. A record sample from my table "Capital
Account Activity" would include (1) Shareholder #, (2)
Activity Date (in the form ##/##/##) and (3) # of Shares.

-----Original Message-----
Do you have some actual table and field names with some sample records? I
think you should be able to use a crosstab query.

--
Duane Hookom
MS Access MVP





.

 

[Joel]

Lets say a shareholder purchased the following shares on
the following dates: 1/16/01 - 50 shares, 3/31/02 - 150
shares, 4/30/04 - 250 shares. By cumulative, I mean that
I would want my report to show a Jan 01 total of 50
shares, a Mar 02 total of 200 shares and an Apr 04 total
of 450 shares. My report definition currently produces
the following results: Jan 01 - 50 shares, Mar 02 - 150
shares and Apr 04 250 shares.

-----Original Message-----
Are we supposed to understand what you mean by cumulative and/or how it is
calculated?

--
Duane Hookom
MS Access MVP
--

Duane,

Thanks for the crosstab query suggestion. I tried it and
I'm getting all the data on 1 report; however, the data
output is showing share activity for the reported month
only (not cumulative). The expression in the crosstab
query is as follows: Expr1: Format([Activity Date],"mmm
yy"). I think I need to modify the expression to include
cumulative totals for each month, but I'm not sure how to
accomplish that. A record sample from my table "Capital
Account Activity" would include (1) Shareholder #, (2)
Activity Date (in the form ##/##/##) and (3) # of Shares.

-----Original Message-----
Do you have some actual table and field names with some sample records? I
think you should be able to use a crosstab query.

--
Duane Hookom
MS Access MVP


I'm trying to create a shareholder report that has the
following fields: (a)shareholder (b) Shares owned - Aug04
(c) Shares owned - Jul04, etc... (for all of 2004).

I have a report that will give me the shareholder totals
as of a user-defined date, but I would like to define a
report that would give me all the data in just one report
(vs say 12 reports).

Any guidance would be appreciated. Joel


.

.

 

[Duane Hookom]

What about the shares that were owned prior to January? How would you expect
the records from your posting to display in a report? How would you want to
set a date range (or would you)?


--
Duane Hookom
MS Access MVP

Lets say a shareholder purchased the following shares on
the following dates: 1/16/01 - 50 shares, 3/31/02 - 150
shares, 4/30/04 - 250 shares. By cumulative, I mean that
I would want my report to show a Jan 01 total of 50
shares, a Mar 02 total of 200 shares and an Apr 04 total
of 450 shares. My report definition currently produces
the following results: Jan 01 - 50 shares, Mar 02 - 150
shares and Apr 04 250 shares.

-----Original Message-----
Are we supposed to understand what you mean by cumulative and/or how it is
calculated?

--
Duane Hookom
MS Access MVP
--

Duane,

Thanks for the crosstab query suggestion. I tried it and
I'm getting all the data on 1 report; however, the data
output is showing share activity for the reported month
only (not cumulative). The expression in the crosstab
query is as follows: Expr1: Format([Activity Date],"mmm
yy"). I think I need to modify the expression to include
cumulative totals for each month, but I'm not sure how to
accomplish that. A record sample from my table "Capital
Account Activity" would include (1) Shareholder #, (2)
Activity Date (in the form ##/##/##) and (3) # of Shares.


-----Original Message-----
Do you have some actual table and field names with some
sample records? I
think you should be able to use a crosstab query.

--
Duane Hookom
MS Access MVP


message
I'm trying to create a shareholder report that has the
following fields: (a)shareholder (b) Shares owned -
Aug04
(c) Shares owned - Jul04, etc... (for all of 2004).

I have a report that will give me the shareholder totals
as of a user-defined date, but I would like to define a
report that would give me all the data in just one
report
(vs say 12 reports).

Any guidance would be appreciated. Joel


.

.