Need Suggestions on How to Create a Customer Rollforward

azbasketcat

New Member
Joined
Feb 20, 2010
Messages
30
I have a customer database with the following: tblCustomers that includes the following fields: pkAccount_Num, Customer_Name, Service_Market, Acquisition_Date (required), Cancel_Date (null if customer has not cancelled).

I have been able to summarize the data using 2 separate crosstab queries (e.g. number of new customers by market by month and cancelled customers by market by month), but don't have a good idea on how to create a report that shows the beginning and ending customer count by market by month. Ideally, I would love to create a report that looks like the following spreadsheet with dynamic headings based on a beginning and ending date range. Any thoughts or suggestions on how to structure the table, queries and report for the most efficient solution would be greatly appreciated. Thank you!!!

<TABLE style="WIDTH: 325pt; BORDER-COLLAPSE: collapse" border=0 cellSpacing=0 cellPadding=0 width=434><COLGROUP><COL style="WIDTH: 17pt; mso-width-source: userset; mso-width-alt: 841" span=2 width=23><COL style="WIDTH: 147pt; mso-width-source: userset; mso-width-alt: 7168" width=196><COL style="WIDTH: 48pt" span=3 width=64><TBODY><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 17pt; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21 width=23></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 17pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" width=23></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 147pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" width=196></TD><TD style="BORDER-BOTTOM: windowtext 1pt solid; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 48pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl67 width=64>Jan-10</TD><TD style="BORDER-BOTTOM: windowtext 1pt solid; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 48pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl67 width=64>Feb-10</TD><TD style="BORDER-BOTTOM: windowtext 1pt solid; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 48pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl67 width=64>Mar-10</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" class=xl66 height=20 colSpan=3>Denver, CO</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=20></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" colSpan=2>Customers, beg. of period</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>5</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>10</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>18</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=20></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0">New customers</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>10</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>15</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>12</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=20></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0">Cancelled customers</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>-5</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>-7</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>-6</TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" colSpan=2>Customers, end of period</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: #f0f0f0" class=xl65 align=right>10</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: #f0f0f0" class=xl65 align=right>18</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: #f0f0f0" class=xl65 align=right>24</TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" colSpan=2>Average customers</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 align=right>7.5</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 align=right>14</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 align=right>21</TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" class=xl66 height=20 colSpan=3>Colorado Springs, CO</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=20></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" colSpan=2>Customers, beg. of period</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>0</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>4</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>12</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=20></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0">New customers</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>7</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>10</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>4</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=20></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0">Cancelled customers</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>-3</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>-2</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>-5</TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" colSpan=2>Customers, end of period</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: #f0f0f0" class=xl65 align=right>4</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: #f0f0f0" class=xl65 align=right>12</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: #f0f0f0" class=xl65 align=right>11</TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" colSpan=2>Average customers</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 align=right>2</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 align=right>8</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 align=right>11.5</TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" class=xl66 height=20 colSpan=2>Total</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=20></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" colSpan=2>Customers, beg. of period</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>5</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>14</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>30</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=20></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0">New customers</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>17</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>25</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>16</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=20></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0">Cancelled customers</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>-8</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>-9</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" align=right>-11</TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" colSpan=2>Customers, end of period</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: #f0f0f0" class=xl65 align=right>14</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: #f0f0f0" class=xl65 align=right>30</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: windowtext 0.5pt solid; BORDER-RIGHT: #f0f0f0" class=xl65 align=right>35</TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0"></TD></TR><TR style="HEIGHT: 15.75pt" height=21><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 15.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=21></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; mso-ignore: colspan" colSpan=2>Average customers</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 align=right>9.5</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 align=right>22</TD><TD style="BORDER-BOTTOM: windowtext 2pt double; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 align=right>32.5</TD></TR></TBODY></TABLE>
 

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sunnyland

Well-known Member
Joined
Jan 27, 2006
Messages
912
Hello,

Sorry if this "solution" arrived a bit late but I only joined the Access forum only recently, join the Excel part of it a while ago.

I had troubled getting around the idea and then I thought "I will I go about it in Excel" and came up with may be a way to get the wanted result. Not sure how it will work if you have a lot of data [efficiency] and you may want to double check the results are the one expected.

I created a table with periods start and end ie:
start end
1/01/2010 31/01/2010
1/02/2010 28/02/2010
etc....
You can do the table in Excel with the formula for end as follows:
=eomonth(start,0) [not sure if this formula exists in all version of Excel]

Then I created some crosstab query based on the table markets and the table periods.

To get the beginning:

TRANSFORM Sum(IIf([acquisition_date]<[periods_table].[start],1,0))-Sum(IIf([cancel_date]<[periods_table].[start],1,0)) AS Expr1
SELECT Market.Service_Market, "1.Beginning" AS Type
FROM Periods_table, Market
GROUP BY Market.Service_Market, "1.Beginning"
PIVOT Periods_table.Start;

To get the acquisitions:

TRANSFORM Sum(IIf(([acquisition_date]>=[periods_table].[start]) And ([acquisition_date]<=[periods_table].[end]),1,0)) AS Expr1
SELECT Market.Service_Market, "2.Acquisitions" AS Type
FROM Periods_table, Market
GROUP BY Market.Service_Market, "2.Acquisitions"
PIVOT Periods_table.Start;

To get the cancellations:

TRANSFORM Sum(IIf(([cancel_date]>=[periods_table].[start]) And ([cancel_date]<=[periods_table].[end]),1,0)) AS Expr1
SELECT Market.Service_Market, "3.Cancellations" AS Type
FROM Periods_table, Market
GROUP BY Market.Service_Market, "3.Cancellations"
PIVOT Periods_table.Start;

To get the endperiod:

TRANSFORM Sum(IIf([acquisition_date]<=[periods_table].[end],1,0))-Sum(IIf(IsNull([cancel_date])=False And ([cancel_date]<=[periods_table].[end]),1,0)) AS Expr1
SELECT Market.Service_Market, "4.End" AS Type
FROM Periods_table, Market
GROUP BY Market.Service_Market, "4.End"
PIVOT Periods_table.Start;

Then I union query brings everything back into one query:

SELECT *
FROM EndPeriod
UNION
select *
from beginningPeriod
union
SELECT *
FROM Cancellations
UNION SELECT *
FROM Acquisitions;


Then do a report based on this query.


I uploaded the database [2000 format] if you want to take a look at it [sometimes it is easier to understand when you have the all picture]

http://www.4shared.com/document/8lyAIh6Z/BeginAcquisitionCancelEnd.html

Hope this is useful
 

azbasketcat

New Member
Joined
Feb 20, 2010
Messages
30
sunnyland - Thanks so much for taking the time to work through this and offer a solution for me. It is a great start and will definitely be useful for me.

FYI - Access does not have an eomonth function, but I found someone who created a custom function in Access that works the same way as Excel's eomonth function. Here's the link: http://www.fontstuff.com/vba/vbatut05.htm#endofmonth

Thanks again!!
 

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