# Calculating Running Totals and Moving Averages in Microsoft Access with Total Access Statistics

Microsoft Access does not offer built-in features to calculate running totals. Running Totals are summaries over a set number of records. For instance, a 30 day moving average that you'd like to calculate for each record based on its value and its previous 29 records.

Fortunately, Total Access Statistics performs a wide range of running total calculations across your records:

• Perform summaries for a moving set of records to calculate sums, averages, minimum, maximum, range, median, standard deviation, etc.
• Place the summary value in a field in your data source
• Analyze the data in your Access tables and queries (including linked data)
• Support grouping on field values so you can perform multiple analysis in one pass

Running Totals were added to Total Access Statistics for Microsoft Access 2007, and X.7 versions for Access 2003 and earlier.

## Running Totals Overview

Running Totals are calculations for a set number of records through your table or query. Easily generate results such as running sums, averages, minimum, maximum, median, etc. and place them into fields in your data source. These calculations are available:

Average (Mean)

Count

Observations

Sum

Sum Squared

Minimum

Maximum

Range

Standard Deviation

Variance

Coefficient of Variance

Standard Error

Median

Mode

Mode Count

Geometric Mean

Harmonic Mean

Root Mean Square

Skewness

Kurtosis

Standard Error of Skewness

Standard Error of Kurtosis

Up to five fields in your table can be updated at one time.

### How Running Total Values are Calculated

For instance, you may want to calculate the average of the last 10 records. This “moving” average is determined based on the sort order of your data, calculating the mean for those 10 records and putting it in a field you designate with record 10. For record 11, record 1 is ignored and the calculation is performed for records 2 through 11, etc. Like the other features, you can specify group fields so that each group has its own running totals. This feature does not create a separate table. The results are placed in the fields you specify in your data source.

## Running Totals Field Selection

The field selection screen for Running Totals lets you specify the fields to sort upon and the fields to place the results:

Group Fields let you generate a separate set of analysis for each combination of unique values among the group fields.

The Sort Fields determine the sort order of your records to calculate the running values. Specify at least one sort field. This may include the field you’re performing the calculations upon. Fields are sorted in ascending order.

Specify up to five Fields to Update with your totals. Make sure the fields are of data types that can hold the data you expect to put in them. For instance, they should be doubles if you expect to store values like average (mean), variance, etc.

## Running Total Options

After selecting the fields, the Running Totals options are presented:

### Field to Analyze

Specify the field the calculations are based on. This field may be a field that was specified as a sort field. For instance, you may want to calculate the running average based on sales sorted in ascending order.

### Number of Records to Calculate Totals Over

Specify the number of records in the moving total. If you specify 0, the totals are calculated for every record.

If you enter a specific number, the calculations are based on that number of records. The first record is dropped when the next one is added, and the calculations are based on this “moving” set of records.

### Initial Set of Records

If you specify the number of records to calculate totals over, there is an option to determine what happens before you reach that number of records. Either the totals should be skipped or calculated based on the records processed.

• Choose “Calculate” to see the running totals regardless of whether the number of moving records is reached.
• Choose “Leave Blank” to only have running totals when the specified number of records is reached without any calculations for smaller number of records.

### Calculation Type

There are many calculation types available. Specify the one you want for each of the update fields you selected.

## Running Totals Results

The Running Totals results are placed in the update fields specified:

Example of Running Totals placed in the right four fields of this Microsoft Access table

In this example, the data was sorted by Date and Order ID, with the calculation on the Sales field. Notice the values in the [RunningCount] field increasing from 1 to 10. Once it reaches 10, it remains at 10 because that is the maximum number of records in the moving total.

The [RunningTotal] field shows the sum of [Sales] over the records in the moving set of records. Because the option to calculate the values for the initial set of records was selected (before it reached 10 records), the values are displayed. Otherwise, the first 9 records would have null values.

## Interactive Wizard and VBA Programmatic Interfaces

Total Access Statistics lets you interactively generate your calculations through its wizard interface to easily select the data source, fields, and analysis without programming. After you specify your selections, they are automatically saved as a scenario in your database so you can run them again in the future when your data changes.

A VBA statistics function is also available so you can generate these results from code. You can easily run any saved scenario by calling a single procedure in the Total Access Statistics VBA library. The library includes a royalty-free runtime license so you can include it with your Access database and distribute it to non-Total Access Statistics owners.

Call the function from a button's OnClick event or other process, and the results are generated for you. You can even hide the built-in user interface so your users don't even know Total Access Statistics is running. They'll be amazed with your statistical analysis capabilities!

## Additional Details of Calculations Available in Total Access Statistics

Here are some additional resources and details about some of the data analysis you can perform on your Microsoft Access data with Total Access Statistics:

• Financial Cash Flow Calculations
Use discounted cash flows and interest rates to generate Net Present Value (NPV), Present Value (PV), Future Value (FV), Internal Rate of Return (IRR), Modified Internal Rate of Return (MIRR) for periodic and date dependent payments and receipts.
• Percentile Calculations
Calculate different types of percentiles: median, quartiles, quintiles, octiles, deciles, percentiles, every X.5 percentile, and place them in a table or update an existing field with the record's percentile value.
• Running Totals and Moving Averages
Summarize a moving set of records to calculate running sums, moving averages, minimum, maximum, range, median, standard deviation, etc.
• Data Normalization (Data Transpose)
Transpose non-normalized data so you can easily analyze and maintain it.
• Regressions
Simple, multiple and polynomial regressions with calculation of equation coefficients, ANOVA and residual table
• Crosstabs and Chi-Square
Advanced cross-tabulations with percentage of row, column and totals displayed as records or columns

## Total Access Statistics

### Microsoft Access 2016 and 2013 Versions are shipping!

Version 14.1 for
Microsoft Access 2010

Version X.9 for
Microsoft Access 2007 and 2003

Version X.8 for
Microsoft Access 2002, 2000, and 97

### Reviews

"Total Access Statistics performs a wide range of data analysis right inside Access. The product includes a Statistics Wizard to perform parametric, group, non-parametric, record analysis and more. The results are placed in Access tables that you can integrate into your forms and reports."

Alison Balter, Author

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