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Running Total in Access Report

Discussion in 'Information Technology' started by dbain30, Jul 28, 2006.

  1. dbain30

    dbain30
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    I am creating a report for a bank to provide an account history for
    customers.

    I have a relational download with 3 tables. The first table is the
    customer table, the second is the account table and the third table is
    the transaction table. The transaction table includes principal,
    interest and changes to interest rates.

    So far I've created a form with the customer and account information
    and then a subform with the transaction information.

    My issue now is that in order to make this useful I need to include two
    additional columns in the subform, based on the transactions listed,
    that include a running balance and can calculate the interest accrued
    for the specific time period between transactions.

    My question, is it possible to have a running balance that would
    increase and decrease based on the principal transactions posted? I'm
    willing to enter a starting balance, if necessary.

    Any help would be greatly appreciated!
     
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  3. Joseph Meehan

    Joseph Meehan
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    Guest

    dbain30 wrote:
    >I am creating a report for a bank to provide an account history for
    > customers.
    >
    > I have a relational download with 3 tables. The first table is the
    > customer table, the second is the account table and the third table is
    > the transaction table. The transaction table includes principal,
    > interest and changes to interest rates.
    >
    > So far I've created a form with the customer and account information
    > and then a subform with the transaction information.
    >
    > My issue now is that in order to make this useful I need to include
    > two additional columns in the subform, based on the transactions
    > listed, that include a running balance and can calculate the interest
    > accrued for the specific time period between transactions.
    >
    > My question, is it possible to have a running balance that would
    > increase and decrease based on the principal transactions posted?


    Yes.

    > I'm
    > willing to enter a starting balance, if necessary.
    >
    > Any help would be greatly appreciated!


    This sure sounds like a school assignment.

    --
    Joseph Meehan

    Dia duit
     
  4. dbain30

    dbain30
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    Guest

    Joseph Meehan wrote:
    >
    > This sure sounds like a school assignment.
    >
    > --
    > Joseph Meehan
    >
    > Dia duit


    No, it's not a school assignment although I'm sure that it's something
    that anyone can accomplish whose taking a college course.
    Unfortunately everything that I know about Access is either self-taught
    or from a book that I purchased at Barnes & Noble. Currently we're
    calculating the transactions on an Excel spreadsheet and due to the
    demand I've had to hire a temp. We've been able to get the information
    in a query and transfer the data to create the accrual and running
    balance however if I can fix these two issues in a report format then
    I'll be able to both reduce the need for the temp and improve the
    format of the final report that we provide to the customer.
     
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