• group records based on a field (Access XP)

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    #415096

    I would like to do a query/run a report on our database that groups transaction records based on the customer ID number. I would like all records to be summarized into one line per ID number and have the payment amounts (in the PAYMENT_AMOUNT field) shown as the sum total of all the amounts per ID. I can get to the point where I have all the records for each ID sorted by ID but I can’t group them to show in one line with a sum total. Can someone please help?
    (I’ve attached a tiny snipit of the database I’m working with)

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    • #924927

      Possibility 1:
      – Create a query based on your table.
      – Add the ID and Payment_Amount fields to the query grid.
      – Select View | Totals.
      – Change the Total option for Payment_Amount to Sum.
      – Switch to datasheet view.
      – You can create a report based on this query.

      Possibility 2:
      – Use the Wizard to create a report based on your table.
      – Add the ID and Payment_Amount fields.
      – Group on ID.
      – Specify Totals options.
      – Select Sum, and specify that you only want totals, no details.

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