Combining multiple date/sum fields within the same table
i have a CRM table which gets populated as certain events occur. It has 6 date fields and each date field has a corresponding amount field. It also has a lookup to an Account record. For simplicity, let's just call them:
Date 1 Amount 1
Date 1 Amount 1
Date 2 Amount 2
Date 3 Amount 3
Date 3 Amount 3
Date 4 Amount 4
Date 5 Amount 5
Date 6 Amount 6
I need to create a query that shows:
Account
Month/Year - would ideally show all months, even if no amounts recorded but that is not essential
Total - sum of all amounts that correspond to that date, regardless of whether date 1/date 2 etc.
I have tried to many different ways to do this, but can't seem to get it right. Any help would be gratefully received.
I need to create a query that shows:
Account
Month/Year - would ideally show all months, even if no amounts recorded but that is not essential
Total - sum of all amounts that correspond to that date, regardless of whether date 1/date 2 etc.
I have tried to many different ways to do this, but can't seem to get it right. Any help would be gratefully received.
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