MICROSOFT ACCESS Financial Query?

[LukeDevitt]

My boss wants me to create a financial query and form in microsoft access. I'm fairly new to the program, but I took a 3 day intro class. My boss wants a financial statement that will show each company's Revenue, Gross Margin, and EBITDA from 2010-2013. I have been fooling around with crosstab queries and union queries using the SQL View. I'm still pretty stuck. Any suggestions or ideas as to how I could create a form that would look similar to this?:


Company

2010 2011 2012 2013
Revenue
Gross Margin
EBITDA

 

[Welshbird]

Luke;

1. the Access forum might be more help
2. Give us some examples of the data that you have which you'll use to create this and then we have more of a clue how to help.

Fee

"The cure for anything is salt water – sweat, tears, or the sea." Isak Dinesen

 

[kjv1611]

Sounds like a 2 part question. So would be best to take it one step at a time.

Start here for the query:
forum701

Then move on to here for the form:
forum702

Also, if you're new to Access, I'd suggest sticking to the Wizards if possible. You say your looking at the queries in SQL view. MS Access SQL (Jet SQL) has some differences from ANSI SQL, MS SQL, Oracle, etc.. each has their own differences. So if you know one of those, that will help, but some things that work in other versions of SQL do not work in Access Jet SQL.

Also, tell us (in the query forum) about your underlying tables - data structures, formats, whether the tables are static or linked tables, etc.

 

[kjv1611]

If you'll start a new post in the Queries forum, I'll post a cross-link here for you, assuming I'm able to get back to the site after you've posted the question.

Questions tend to get answered pretty quickly on this site, particularly in areas like MS Office, so check back often.