SOLVED

Summary report based on date

Copper Contributor

Hello there,

I have some experience with access databases, but struggling to think of way of doing this kind of report. 
In couple of words: i have a table with account name, date, revenue for current year, last year and budget. I am trying to run a summary report that gives you the total of those three revenues based on three criteria: today’s date, month to date and year to date. I have done this as separate reports but my question is how to combine them into one report that will have three portions: one for daily, one for MTD and one for YTD totals.

I did it pretty easy with Power Bi, but it will be costly for our organization where multiple users will be using it.

Let me know your thoughts if this can be achieved

Thanks in advance

PetarV

2 Replies

@PetarV 

You could create subreports for the different time periods and use different aggregate queries (daily, MTD and YTD) for each.

best response confirmed by PetarV (Copper Contributor)
Solution

@George Hepworth , 

That worked pretty nice! Thanks so much for the advice

Regards

PetarV

1 best response

Accepted Solutions
best response confirmed by PetarV (Copper Contributor)
Solution

@George Hepworth , 

That worked pretty nice! Thanks so much for the advice

Regards

PetarV

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