Pull YTD and MTD from Table

[Sully38]

I have a table that contains currency data in monthly rows. I need to generate a query that will select just the current Month and sum it as MTD and also sum the previous months up to the current month as YTD.
Example Feb MTD would be Feb and Feb YTD would be Jan + Jeb. Is this possible within a query? or is this something that needs some VBA Coding.

 

[mdmilner]

it's vba

Sully,

What you should do is start with a baseline query that groups as you need the items to group...and then plug that custom function into your query and have it use the return value from the function.

This is pretty vague but might point you in the right direction.

Alternatively - and a little clumsier - create a query and extract a portion of the date field into a 'new' field. Use that field inside a Crosstab query to identify the totals you want and use where needed.

Mike