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Year to Date By Richard Rost 2 years ago How to Calculate YTD and MTD Sales Totals in Access In this video, I will show you how to calculate sales totals year-to-date, and month-to-date. We will use the DateSerial function, Aggregate queries, and the DLookup function. Victor from Grand Island, Nebraska (a Platinum Member) asks: How can I calculate year-to-date and month-to-date sales for my company? I'd like to see a nice summary on my Main Menu screen when I log on to the database every day. While you're at it, an "all time" sales figure would be nice too. Thanks! MembersMembers will learn something completely unrelated to the original video. If you've been following my videos over the past week, I recently switched my whole system over to the ISO date standard (YYYY-MM-DD). Well, after checking on my personal year-to-date and month-to-date reports, I discovered they're wrong! And I've got a few hundred queries in my database to check. Now, a find & replace is easy when you're looking for "format" functions in VBA code. It's not so easy to do with queries. So, I'm going to teach the members how to loop through the QueryDefs collection and search for things in the SQL of your queries. Cool stuff!
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Keywordsmicrosoft access, ms access, ms access tutorial, #msaccess, #microsoftaccess, #help, #howto, #tutorial, #learn, #lesson, #training, #database, Year to date totals, month to date, Get Total Amount for Year To Date, Year-To-Date, YTD, MTD, sales dashboard, DateSerial, sales totals, querydef, querydefs
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Keywords: TechHelp Access Year to date totals, month to date, Get Total Amount for Year To Date, Year-To-Date, YTD, MTD, sales dashboard, DateSerial, sales totals, querydef, querydefs PermaLink Year to Date Sales Totals in Microsoft Access |