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

Posted on 2010-11-26
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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
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Question by:BBlu
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GRayL earned 200 total points
ID: 34220335
This do it?

SELECT Sum([Field] from myTable WHERE Year(AcctDate) = Year(Date()) AND AcctNo = [Enter Acct No];
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by:BBlu
ID: 34220346
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?
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by:Missus Miss_Sellaneus
ID: 34220352
you need something like this..

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



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Author Comment

by:BBlu
ID: 34220364
Thank you very much.  But that would be the sql for a query, right?  Is there a way to do it in an expression.
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by:Missus Miss_Sellaneus
Missus Miss_Sellaneus earned 200 total points
ID: 34220377
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?
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Author Comment

by:BBlu
ID: 34220392
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
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Author Comment

by:BBlu
ID: 34220494
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")
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Author Comment

by:BBlu
ID: 34220542
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.
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by:GRayL
ID: 34222919
Thanks, glad to help.
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