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Thursday, March 18, 2021

Summing in Reports

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Summing in a Microsoft Access 2016 Report

In any Microsoft Access report , which contains numbers, you can use several mathematical operations, such as totals, percentages, averages and running sums. In all cases, they make the data more understandable.


In any Access report that contains numbers, you can use totals, averages, percentages, or running sums to make the data more understandable. This article describes how to add these elements to your report.


The Report Wizard provides options for grouping and summarizing report data. You can organize your report by selecting the fields into which you want to group data. If you create more than one group, you can prioritize the groups into levels. In addition to grouping data by a field, you can add grouping intervals. Grouping intervals vary, depending upon the selected field. For instance, a date field can be grouped by month, quarter, year, etc.; a numeric field can be grouped by numeric intervals of 20s, 30s, 100s, 200s, etc.; and a text field can be grouped by its first letter, second letter, etc. If you have included a field with numeric data in your report, you can add summary calculations. Summary calculations include Sum,coutCount, Avg (average), Min (minimum), and Max (maximum). If you select the Sum calculation, you can include a calculated percentage of the total for each group. You can also display just the summary calculations in the report or both the field data (details) and the summary calculations


Adding totals and other aggregate functions in Layout View


Before explaining the steps to take in order to add the aggregate functions to Access 2016 reports, let’s take a look at which functions can be added in reports:

Calculation Description Function
Sum The sum of all the numbers in the column. Avg()
Count The count of items in the column. Count()
Maximum The highest numeric or alphabetic value in the column. Max()
Minimum The lowest numeric or alphabetic value in the column. Min()

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