Is there a way to do the equivalent of Excel's Sumifs() in an Access Expression (or VBA)


I have a table in Access with information (see attached).  I'm trying to figure out if there is a way to get the sum of a column (field) where a certain criteria in two other fields is met.  For example, I'd like to get year to date (YTD) totals for a given account.  So, I'd need the total sales for a given account (criteria #1) for all months between Jan. and the current records Month.  Does anyone know if there is a way to do this in Access?
Sumifs-AccessEquivalent.xlsx
BBluAsked:
Who is Participating?
 
GRayLConnect With a Mentor Commented:
This do it?

SELECT Sum([Field] from myTable WHERE Year(AcctDate) = Year(Date()) AND AcctNo = [Enter Acct No];
0
 
BBluAuthor Commented:
Probably pretty close, but I'd like they date criteria to be for any date on or before the date of the current record.  How would that change the code? Also, that is a SQL statement.  Is there an expression that I could use in a a query to add a field with that data?
0
 
Missus Miss_SellaneusCommented:
you need something like this..

SELECT acct, SUM(IIF(Month >= january AND Month <= currentmonth, Sales, 0)) AS YTDSales
 FROM table1
 HAVING YTDSales <> 0



0
Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

 
BBluAuthor Commented:
Thank you very much.  But that would be the sql for a query, right?  Is there a way to do it in an expression.
0
 
Missus Miss_SellaneusConnect With a Mentor Commented:
Maybe I got a little too fixated on the IIF part of your question.

Do you want to see only those rows that had sales during the given date range? If so, you only need to use a WHERE clause like GRavL showed you.

If you want to include customer records that may not have sales in that date range, you'll need the SUM/IIF.

Do you want to prompt the user for the date range?
0
 
BBluAuthor Commented:
I'm actually trying to reproduce an excel file our sales team has been manually doing for years.  We have all of the data in two access tables.  For each account we have a matrix with columns for all months in the current period.  We then have rows for Sales, YTD sales, Payments, YTD Payments.  (If I can figure out one, I can do both; that's why I didn't mention the pmts. part).  Anyhow, I was thinking I could mimic the excel file by:

1. creating a query and adding a field/column for the YTD total for each record.  For example, if the record has:
a. Account= 1234
b. Month=3/1/10 (March 2010)
c. Sales= $340
I could add a field
d. YTDSales = $640 (if Jan was $200 and Feb was $100, for example)

2. I could then do a Union Query something like
Select "Sales" as Category, Account, Month, Sales from SalesTable
Union All
Select "YTD" as Category, Account, Month, YTDSales from SalesQuery

And if I I had a table that ordered the 'Category' Field, I could reproduce what I'm going after (see attached)
DesiredReport.xlsx
0
 
BBluAuthor Commented:
I almost figured it out..I guess the real question is:
Is there a way to have multiple criteria in DSum?

DSum("UnitPrice", "Order Details", "OrderID = 10248")
0
 
BBluAuthor Commented:
I figured out that you can use "AND" to add multiple criteria.  But I did not know how to do it in SQL either, so you helped.  Thanks.
0
 
GRayLCommented:
Thanks, glad to help.
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.