Free Lessons
Courses
Seminars
TechHelp
Fast Tips
Templates
Topic Index
Forum
ABCD
 
Home   Courses   Index   Templates   Seminars   TechHelp   Forums   Help   Contact   Join   Order   Logon  
 
Home > TechHelp > Directory > Access > Year to Date < Watermark | SQL with Access >
Year to Date
By Richard Rost   Richard Rost on LinkedIn Email Richard Rost   2 years ago

How to Calculate YTD and MTD Sales Totals in Access


 S  M  L  XL  FS  |  Slo  Reg  Fast  2x  |  Bookmark Join Now

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!

Members

Members 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!

Silver Members and up get access to view Extended Cut videos, when available. Gold Members can download the files from class plus get access to the Code Vault. If you're not a member, Join Today!

Links

Suggested Course

Learn More

FREE Access Beginner Level 1
FREE Access Quick Start in 30 Minutes
Access Level 2 for just $1

Free Templates

TechHelp Free Templates
Blank Template
Contact Management
Order Entry & Invoicing
More Access Templates

Resources

Mailing List - Get emails when new videos released
Consulting - Need help with your database
Tip Jar - Your tips are graciously accepted

Questions?

Please feel free to post your questions or comments below or post them in the Forums.

Keywords

microsoft 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

 

Comments for Year to Date
 
Age Subject From
2 yearsYTD YTD1 YTD2Bruno Segers
2 yearsYear to DateJuan C Rivera

 

Start a NEW Conversation
 
Only students may post on this page. Click here for more information on how you can set up an account. If you are a student, please Log On first. Non-students may only post in the Visitor Forum.
 
Subscribe
Subscribe to Year to Date
Get notifications when this page is updated
 
 
 
 

The following is a paid advertisement
Computer Learning Zone is not responsible for any content shown or offers made by these ads.
 

Learn
 
Access - index
Excel - index
Word - index
Windows - index
PowerPoint - index
Photoshop - index
Visual Basic - index
ASP - index
Seminars
More...
Customers
 
Login
My Account
My Courses
Lost Password
Memberships
Student Databases
Change Email
Info
 
Latest News
New Releases
User Forums
Topic Glossary
Tips & Tricks
Search The Site
Code Vault
Collapse Menus
Help
 
Customer Support
Web Site Tour
FAQs
TechHelp
Consulting Services
About
 
Background
Testimonials
Jobs
Affiliate Program
Richard Rost
Free Lessons
Mailing List
PCResale.NET
Order
 
Video Tutorials
Handbooks
Memberships
Learning Connection
Idiot's Guide to Excel
Volume Discounts
Payment Info
Shipping
Terms of Sale
Contact
 
Contact Info
Support Policy
Mailing Address
Phone Number
Fax Number
Course Survey
Email Richard
[email protected]
Blog RSS Feed    YouTube Channel

LinkedIn
Copyright 2024 by Computer Learning Zone, Amicron, and Richard Rost. All Rights Reserved. Current Time: 11/2/2024 1:43:18 AM. PLT: 0s
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