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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

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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 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 database template from class plus get access to the Code Vault. If you signed up on YouTube you have to register on my YouTube Find User page so I can set up your account here on my web site. If you're not a member, Join Today!


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


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Copyright 2024 by Computer Learning Zone, Amicron, and Richard Rost. All Rights Reserved. Current Time: 4/14/2024 6:28:31 AM. PLT: 1s
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