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  1. #1
    Join Date
    Jan 2004
    Posts
    3

    Unanswered: Group Header Value across multiple years

    I am trying to take a total from one header and reference it in the following header. The header is grouped by fiscal years, and the report would look like this:

    Fiscal Year 2003 (Group Header - Year 1)
    Beginning Balance (lookup value in table)
    Revenues (lookup value in table)
    Expenditures (lookup value in table)
    Ending Balance (Beginning Balance + Revenues Expenditures)

    Fiscal Year 2004 (Group Header - Year 2)
    Beginning Balance (Ending Balance of Year 1)
    Revenues (lookup value in table)
    Expenditures (lookup value in table)
    Ending Balance (Beginning Balance + Revenues Expenditures)

    Need help writing VB code so to make the Beginning Balance in Year 2 and in subsequent years equal the ending balance of the previous year. Any help would be appreciated. Thanks.

  2. #2
    Join Date
    Sep 2003
    Location
    MI
    Posts
    3,713

    Re: Group Header Value across multiple years

    Originally posted by languageguy
    I am trying to take a total from one header and reference it in the following header. The header is grouped by fiscal years, and the report would look like this:

    Fiscal Year 2003 (Group Header - Year 1)
    Beginning Balance (lookup value in table)
    Revenues (lookup value in table)
    Expenditures (lookup value in table)
    Ending Balance (Beginning Balance + Revenues Expenditures)

    Fiscal Year 2004 (Group Header - Year 2)
    Beginning Balance (Ending Balance of Year 1)
    Revenues (lookup value in table)
    Expenditures (lookup value in table)
    Ending Balance (Beginning Balance + Revenues Expenditures)

    Need help writing VB code so to make the Beginning Balance in Year 2 and in subsequent years equal the ending balance of the previous year. Any help would be appreciated. Thanks.
    What (if anything) is going to be in the body?

  3. #3
    Join Date
    Jan 2004
    Posts
    3
    Detail = Project names w/ estimated project costs
    Grouping is by Fiscal Year

    Beginning Fund Balance and Revenue are looked up in a separate query with Funding Source as criteria

    Group Header Funding Analysis for Fiscal Year 2003
    . . . . . . . . . . . . . . . . . . Funding Source A
    Beginning Fund Balance : $2,500,000 (lookup value in query)
    Revenue . . . . . . . . . . : $3,500,000 (lookup value in query)
    Total Available Funding .: $6,000,000 (Beginning Fund Balance + Revenue)
    New project costs . . . . :$5,000,000 (sum of Detail)
    Fund Balance . . . . . . . .: $1,000,000 (Beginning Fund Bal+Revenue-New Project Costs)

    Report Detail
    Project A 4,000,000
    Project B 1,000,000
    Total . . . . 5,000,000 (sum of Detail)
    ---- New page ----
    Group Header Funding Analysis Fiscal Year 2004
    . . . . . . . . . . . . . . . . . . Funding Source A
    Beginning Fund Balance : $1,000,000 (Fund Balance from previous group/fiscal year)
    Revenue . . . . . . . . . . : $4,000,000
    Total Available Funding .: $5,000,000
    New project costs . . . . :$2,575,000 (sum of Detail)
    Fund Balance . . . . . . . .: $1,425,000

    Report Detail
    Project C $1,500,000
    Project D $ . .75,000
    Project E $1,000,000
    Total . . . $2,575,000 (sum of Detail)

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