I am attempting to build a cost report and need to have 2 columns of totals on the report. The first column is for the ACTUAL costs incurred for a given quarter. The second column however needs to display the next quarters budget and depending on which quarter's actuals are being reported determines which budget need to be shown for the next quarter, i.e. if the quarter being reported is Q1 actuals then I need to see Q2 budget numbers in the second column. If the quarter being reported is Q2 actuals then I need to see Q3 April Forecast (revised budget) and so on. Once I get to Q4 actuals I need to see the next years Q1 October forecast. This probably sounds complicated which is why I need help. If anyone can help I would greatly appreciate it. Let me know if you need more details. THANKS!!! :x
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Query or Report Formula??? Please Help!
- Thread starter nickh22
- Start date
Andrew Fergus
MrExcel MVP
- Joined
- Sep 9, 2004
- Messages
- 5,462
- Office Version
- 365
- 2021
- 2016
- Platform
- Windows
Hi,
As far as your question heading goes (query or report?) - most of the work should be done in a query and the report should show the results of that query.
How that query is built will depend on how your data has been stored and how your tables have been set up. Can you provide some more details as to how your tables are set up (in particular, what fields do you have and how are the tables linked) and what you have tried so far to make this report?
Andrew
As far as your question heading goes (query or report?) - most of the work should be done in a query and the report should show the results of that query.
How that query is built will depend on how your data has been stored and how your tables have been set up. Can you provide some more details as to how your tables are set up (in particular, what fields do you have and how are the tables linked) and what you have tried so far to make this report?
Andrew
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