Year End Sales Report in Microsoft Access. 2020 Year End Reporting. Aggregate Query w Monthly Totals

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  • Опубліковано 6 лис 2024

КОМЕНТАРІ • 25

  • @shafameen4535
    @shafameen4535 3 роки тому

    Cross tab queries are best for for this kind of reports- just an opinion. Great video Richard.

    • @599CD
      @599CD  3 роки тому +1

      Sure... if you've got a third bit of data. If you just want sales by month, then a normal query will suffice. If you want sales by month BY REP then yeah, a crosstab makes sense.

  • @FlashGormless
    @FlashGormless 9 місяців тому

    Exellent stuff Richard thank you.

    • @599CD
      @599CD  8 місяців тому

      Welcome

  • @minarendra
    @minarendra 3 роки тому

    Thanks Richard for sharing this. Its very useful.

    • @599CD
      @599CD  3 роки тому

      Very welcome

  • @alicataratas
    @alicataratas 3 роки тому

    hi mr richard
    If we have several invoices for a single client, each invoice with a different value, there is a way, WHEN THE CUSTOMER PAYS US A TOTAL SUM, TO AUTOMATICALLY DISTRIBUTE
    between the invoices and the rest of the value is deducted from the remaining invoices

    • @599CD
      @599CD  3 роки тому

      Sure. I'd suggest applying as much as possible to the OLDEST invoice, and then the next oldest, etc. I cover disbursing partial payments in my Access Developer 7 course: 599cd.com/acd7

    • @alicataratas
      @alicataratas 3 роки тому

      @@599CD thank you

  • @JoshieDad
    @JoshieDad 3 роки тому

    Hi Richard, this was a great video! I learnt a lot! However, how do I use fiscal year instead of the traditional calendar year?? I tried using an IIF([OMonth]

    • @599CD
      @599CD  3 роки тому +1

      I've got a whole seminar devoted to Fiscal Year calculations. They're not as easy as you'd think: 599cd.com/FiscalYear

  • @jungjungdelosreyes4147
    @jungjungdelosreyes4147 3 роки тому +1

    Nice new video. Thanks.

    • @599CD
      @599CD  3 роки тому

      Thanks for watching!

  • @q2l867
    @q2l867 3 роки тому +1

    Hello I live in the UK and I am new to databases I have an exam in January the 14th which is ICT level 3 BTEC unit 2 creating system to manage informations I am having a private tutor to help me with it but do you have any materials or videos that I could use because I struggle with calculated quieres, forms and reports

    • @599CD
      @599CD  3 роки тому

      I literally have thousands of hours of videos to help you on my web site: 599cd.com/Access

  • @ZulNorizan
    @ZulNorizan 3 роки тому

    Hi richard, i love this aggregate query. I'm building a kinda same query like you show. But for case, i have a month that sometimes doesn't have any sales at all.
    From your aggregate query how can i make the query show month that doesnt have any sales as 0 or null value? So the table will have a proper 12 months listed from Jan to Dec

    • @599CD
      @599CD  3 роки тому

      Oooh... that's a good one. I'll add it to the TechHelp list. :)

  • @akocton73
    @akocton73 3 роки тому

    Hi Richard , how to watch your extended cut year end report, im interested in this but checking it to members only idont see the video? waiting for you response

    • @599CD
      @599CD  3 роки тому

      A link to the Extended Cut is in the description below the video. ua-cam.com/video/sPFnqOnZ9_c/v-deo.html

  • @theecobazar6359
    @theecobazar6359 3 роки тому

    Nice Video Sir.......Thanks Sir

    • @599CD
      @599CD  3 роки тому

      Most welcome

  • @xiixiixo
    @xiixiixo 2 роки тому

    I need to create a report with MTD information on the same report as YTD information. Is this possible?

    • @599CD
      @599CD  2 роки тому

      I think so... 599cd.com/YearToDate

  • @ehteshamshah
    @ehteshamshah 3 роки тому

    Sir Will u help us how to send Balances to our customers via Text Messages on their Cell Phones

    • @599CD
      @599CD  3 роки тому

      Nope. LOL. I can show you how to email it, and you can use an email-to-SMS gateway, but I've never done any work with sending direct to text message. I understand a lot of providers now have APIs that you can use, but I have yet to work with one. 599cd.com/EmailSeminar