Sum values to a report

T

Todd

I must admit it... I'm terrible with reports. Could someone please help me
to get started with a Net Worth statement. I have a table with client data
named tblContactInfo and a subtable that tracks the client's assets...
tblAssets. I need a textbox in a report that will sum all assets for the
client being viewed. I will also need a textbox that will sum all
[AssetValue] if the [AssetType] = "IRA" What is the easiest way to do this?
Thanks in advance!
 
M

Marshall Barton

Todd said:
I must admit it... I'm terrible with reports. Could someone please help me
to get started with a Net Worth statement. I have a table with client data
named tblContactInfo and a subtable that tracks the client's assets...
tblAssets. I need a textbox in a report that will sum all assets for the
client being viewed. I will also need a textbox that will sum all
[AssetValue] if the [AssetType] = "IRA" What is the easiest way to do this?
Click to expand...


The report should be based on a query that Joins the Contact
table to the Assets table on the contact ID field.

Then you need to create a group (View - Sorting and Grouping
menu) on the contact field with header and footer sections.
Place the contact text boxes in the contact group header
section and the assets text boxes in the detail section.

In the contact footer section add a text box with the
control source expression:
=Sum(AssetValue)
Add another text box with the expression:
=Sum(IIf(AssetType = "IRA", AssetValue, 0))
 
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