Hello,

I have a table in Access database that lists about 700 line items. The way it's setup is that each Account Number will have its own row with its corresponding Account Value, Shares Owned and Share Class next to it in the same row. The Share Class is either classified as Class D, Class F or Class I.

I'm trying to create a query that roles up each Share Class into one line item, then lists the sum total of the Account Values and Shares Owned for that Share Class. This is something that could be easily done in Excel, but I'm not familiar with how to setup a query in Access that could do this. Since there's just 3 share classes, the end result should be only 3 rows (one row for each Share Class). Then create some sort of access version of a SUMIF to total up the value and shares. Account numbers won't be important in the query result.

Then, to possibly take it one step further, I need an additional column that calculates the Percentage of Shares owned for each Share Class. So if Class D has total 3,000 total shares - and the grand total of all 3 share classes is 10,000 - then Class D will be 30%.

Let me know if more info is needed.

Thanks so much in advance.