Best practices for report with sum for months and quarters

Best practices for report with sum for months and quarters

Best practices for report with sum for months and quarters

Hi Everyone,

Reason for this post is I’m curious if I’m doing this the best way possible. See attached image.

You’ll see I have an “Org” in the first control source in the detail section, and then moving horizontally to the right, you’ll see I have a domain aggregate to sum the amount for the corresponding org and month. Also, in the second row in the detail section, I have a running sum over all to get the total for the respective months and quarters. These controls are hidden. In the page footer, I reference the total in the detail section to get the grand total for each month and quarter. This is what I question:

  • Are the hidden controls to get the running sum the best way to achieve a grand total? Really would like to replace this with some VBA, but at a loss on how to achieve this.
  • If I export this report to Excel, I lose the grand total in the page footer. I’d like the grand total to also export.
  • Are domain aggregates bad? I think I read somewhere they don’t really belong in queries, so I put them on my report instead. Any advice or suggestions?

In addition to my above questions/concerns, if you see anything that can be done better, please let me know.

Regards

https://preview.redd.it/jabo7n982b751.png?width=1517&format=png&auto=webp&s=21cbea9ff53885d7ca92df68034e8c2cdaed4a34

submitted by /u/Wronko
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