emma313823
New member
- Local time
- Today, 17:08
- Joined
- Jul 17, 2024
- Messages
- 10
All,
I'm trying to understand why the report I created sums the data the way it does.
I've tried to create a (what I think is a simple) report and I've tried creating it from a table and a query with the same results. I added a total to the report to sum my check value field, however regardless of new data being added for the filtered period it shows the same value.
After creating the report, I went to layout view, put my cursor into the Check value field, then went to Report Layout Design and selected Totals from the Grouping & Totals ribbon and selected Sum. A calculated field was placed on the report.
I then placed my cursor into the Pay_Date field, then on the Home Ribbon, selected the Filter and simply selected 07/2024.
I attempted this another way, by ensuring no filters were on the data, then placed the cursor in the date field of the report layout view, went to the Sort & Filter on the ribbon and this time selected Selection and this time selected Between 7/1/2024 and 7/31/2024 and this now shows the correct grand total.
this one is using the selection between dates yielding a value of $170,200.75
this one is just using the filter and then selecting the mm/yyyy option yielding a value of $115,390.93 and it does not matter how many new check values I add in July date range...the value remains unchanged.
Would anyone have any feedback why one worked, and one did not?
Emma
I'm trying to understand why the report I created sums the data the way it does.
I've tried to create a (what I think is a simple) report and I've tried creating it from a table and a query with the same results. I added a total to the report to sum my check value field, however regardless of new data being added for the filtered period it shows the same value.
After creating the report, I went to layout view, put my cursor into the Check value field, then went to Report Layout Design and selected Totals from the Grouping & Totals ribbon and selected Sum. A calculated field was placed on the report.
I then placed my cursor into the Pay_Date field, then on the Home Ribbon, selected the Filter and simply selected 07/2024.
I attempted this another way, by ensuring no filters were on the data, then placed the cursor in the date field of the report layout view, went to the Sort & Filter on the ribbon and this time selected Selection and this time selected Between 7/1/2024 and 7/31/2024 and this now shows the correct grand total.
this one is using the selection between dates yielding a value of $170,200.75
this one is just using the filter and then selecting the mm/yyyy option yielding a value of $115,390.93 and it does not matter how many new check values I add in July date range...the value remains unchanged.
Would anyone have any feedback why one worked, and one did not?
Emma