Access get value from previous record

Question

I have an Access query with the following

GL_A.Account, 
GL_P.FiscalYear, 
GL_P.FiscalPeriod, 
GL_P.BeginningBalance, 
GL_P.DebitAmount, 
GL_P.CreditAmount, 
[B         


        

Answer 1

See if this helps. Put a 2nd copy of the table in the query, joined to the 1st copy on Account and FiscalYear but not on FiscalPeriod. Then the ActualBeginningBalance can be calculated from the 2nd copy of the table with a constraint to select only FiscalPeriod < the FiscalPeriod from the 1st table. Note - you may get a null results for January, which you may need to convert to a 0.

OK, it's a bit more complicated - I did end up using a subquery similar to the other response, but calculated the EB instead of trying to pull it from the table

SELECT Ledger.Account, Ledger.FiscalYear, Ledger.FiscalPeriod, 
[BeginningBalance]+
       IIf([FiscalPeriod]<>"01",
             (select sum(T.BeginningBalance+T.DebitAmount-T.CreditAmount) 
             from Ledger T 
              where T.account=Ledger.account and T.FiscalYear=Ledger.FiscalYear and T.FiscalPeriod