Published On Feb 25, 2022
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!
Silver Members and up get access to an Extended Cut of this video. 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 and 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!
MEMBERS VIDEO:
• Year to Date Microsoft Access EXTENDE...
BECOME A MEMBER:
YouTube: / @599cd
or My Site: https://599cd.com/THMember
LEARN MORE:
https://599cd.com/YearToDate
LINKS:
Query Criteria: https://599cd.com/Criteria
Aggregate Queries: https://599cd.com/Aggregate
Birthdays: https://599cd.com/DateSerial
DLookup: https://599cd.com/DLookup
DSum: https://599cd.com/DSum
Invoicing: https://599cd.com/Invoicing
ISO Dates: https://599cd.com/ISODatesA
SUGGESTED COURSE:
Access Expert 28: https://599cd.com/ACX28
OTHER COURSES:
FREE Access Beginner Level 1: https://599cd.com/Free1
$1 Access Level 2: https://599cd.com/1Dollar
FREE TEMPLATE DOWNLOADS:
TechHelp Free Templates: https://599cd.com/THFree
Blank Template: https://599cd.com/Blank
Contact Management: https://599cd.com/Contacts
Order Entry & Invoicing: https://599cd.com/Invoicing
More Access Templates: https://599cd.com/AccessTemplates
ADDITIONAL RESOURCES:
Donate to my Tip Jar: https://599cd.com/TipJar
Get on my Mailing List: https://599cd.com/YTML
Contact Me: https://599cd.com/Contact
TechHelp: https://599cd.com/TechHelp
Consulting Help: https://599cd.com/DevNet
Twitter: / learningaccess
https://en.wikipedia.org/wiki/Microso...
https://products.office.com/en-us/access
https://microsoft.com/en-us/microsoft...
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
QUESTIONS:
Please feel free to post your questions or comments below. Thanks.