I'm using the formula below to get my 3Month, 6Month, 9Month, and 12Month totals for the [Amount_Actual_Loan]. I don’t thing I'm getting the information I'm actually wanting
Please see below:
I think the query I wrote out in Plan English form is the way I need to be going.
Can someone please help me put this information below into a formula I can use to get my 3Month, 6Month, 9Month, and 12Month totals
And this one I would like to count the the CORRESPONDENT_PURCHASE_DATE]) that the [Amount_Actual_Loan] come in on
Thanks you so much for taking the time and help.
Please see below:
Code:
3Month: Sum(IIf([CORRESPONDENT_PURCHASE_DATE]>DateAdd("m",-3,Date()),[Amount_Actual_Loan],0))
6Month: Sum(IIf([CORRESPONDENT_PURCHASE_DATE]>DateAdd("m",-6,Date()),[Amount_Actual_Loan],0))
9Month: Sum(IIf([CORRESPONDENT_PURCHASE_DATE]>DateAdd("m",-9,Date()),[Amount_Actual_Loan],0))
12Month: Sum(IIf([CORRESPONDENT_PURCHASE_DATE]>DateAdd("m",-12,Date()),[Amount_Actual_Loan],0))
I think the query I wrote out in Plan English form is the way I need to be going.
Can someone please help me put this information below into a formula I can use to get my 3Month, 6Month, 9Month, and 12Month totals
Code:
3Month:Find all the dates from Jan 2010 to March 2010 from field ([CORRESPONDENT_PURCHASE_DATE]) and sum [Amount_Actual_Loan]
6Month:Find all the dates from April 2010 to June 2010 from field ([CORRESPONDENT_PURCHASE_DATE]) and sum [Amount_Actual_Loan]
9Month:Find all the dates from July 2010 to September 2010 from field ([CORRESPONDENT_PURCHASE_DATE]) and sum [Amount_Actual_Loan]
12Month:Find all the dates from October 2010 to December 2010 from field ([CORRESPONDENT_PURCHASE_DATE]) and sum [Amount_Actual_Loan]
And this one I would like to count the the CORRESPONDENT_PURCHASE_DATE]) that the [Amount_Actual_Loan] come in on
Code:
3Month:Find all the dates from Jan 2010 to March 2010 from field ([CORRESPONDENT_PURCHASE_DATE]) and count [Amount_Actual_Loan]
6Month:Find all the dates from April 2010 to June 2010 from field ([CORRESPONDENT_PURCHASE_DATE]) and count [Amount_Actual_Loan]
9Month:Find all the dates from July 2010 to September 2010 from field ([CORRESPONDENT_PURCHASE_DATE]) and count [Amount_Actual_Loan]
12Month:Find all the dates from October 2010 to December 2010 from field ([CORRESPONDENT_PURCHASE_DATE]) and count [Amount_Actual_Loan]
Thanks you so much for taking the time and help.