I have an MS Access database with four columns of interest that I am trying to work with.
The rows represent sold jobs, and the columns of interest are "OriginalSaleAmount", "OriginalSaleDate", "RevisionSaleAmount", and "RevisionSaleDate." You can see that there is a relationship between the date and sale columns, but of course Access is not inherently aware of this.
I would like to have either a report, or a view of some kind, which has a row for each month of the year, and which shows the combined sum of "OriginalSalesAmount" and "RevisionSaleAmount" which pertains to that month of the year. Of course, the years themselves should be distinguished also. We don't want data for January 2021 and January 2022 to be summed together; each should be its own year.
Here is an example to help clarify:
Let's say I have this table.
JobNo | OrigSaleAmnt | OrigSaleDt | RevSaleAmnt | RevSaleDt |
---|---|---|---|---|
12345 | $98765 | 01/05/2022 | $506 | 01/29/2022 |
12346 | $12345 | 01/24/2022 | $1028 | 02/27/2022 |
12347 | $13579 | 02/07/2022 | $943 | 03/12/2022 |
12348 | $12358 | 03/16/2022 | $729 | 03/19/2022 |
12349 | $17935 | 03/29/2022 | $6821 | 04/25/2022 |
I need a table, query, or report that produces this information from that table.
DateYear | DateMonth | TotalSales | Comment |
---|---|---|---|
2022 | January | $111616 | $98765 + $12345 + $506 |
2022 | February | $14607 | $13579 + $1028 |
2022 | March | $31965 | $12358 + $17935 + $943 + $729 |
2022 | April | $6821 | $6821 |
You'll notice that each month sums the sale amount that corresponds to the date that is associated with a particular sales column.
I'm not a strong Access user and I'm not entirely sure where to start with this sort of data handling. If anyone can help guide me in how to go about accomplishing this sort of thing, I'd appreciate the help.