Forms :: Report Form With Summary Data
Mar 12, 2013
I am trying to create a report or form (not sure which is most suitable) which when opened will show a summary of my data.
My data is essentially a table of timecards, with various linked tables which together enable time working on a lot of different projects to be recorded and reported on, and the value of the work can also be reported on.
In other words it's a bog standard time-recording system.
I can generate a number of reports, for example a report showing all projects with unbilled time and the value of that time.
What I want to do is produce a Key Performance Indicator (KPI) report/page showing total time worked in the last 7 days, month, quarter, year and the annualised amount of the first three of those.
Also I want to show the value of each of those in billing terms, e.g. what was the time recorded in the last quarter worth, and if that continued all year what would be the annual value.
I have created summary (total) queries which return all of these numbers. Essentially each query has a number for the period and a number for the same figure annualised.
I am trying to get all of these figures onto one page.
If I create a report based on one of my queries (by opening the query and clicking Create/Report) Access generates a lovely report showing my two figures generated by that query.
My problem is that I cannot get all of the different figures based on the different queries onto one report (or form).
Access will only allow me to show the figures that come out of the data source for the report or form. I cannot find a way to have multiple data sources.
I have tried creating text boxes where the data source is a different query. I dial up the query and the value, but all I get in the box is "#Name?".
I guess people must make this kind of KPI report or form all of the time. I read about dashboards and the like and see pictures of nice-looking Access pages containing all sorts of summary data, but nowhere can I find any description as to how to create such a page.
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Jun 3, 2014
Is it possible to pull the data real-time? I have this access database, and I need to pull the data every time it was updated.
Process name is given, I need to pull the time according to the process name and the volume,
Attached files is the output. The output should be in a form.
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Jan 9, 2006
Hi,
I have a problem with form design,
I want a form like in Northwind sample database: Summary of Sales by Year Report.
It use Sorting and Grouping for Footer that I can't find it in Form design.
Is it any other way to do it in Form design so I can get the same result like in Report design?.
The reason why I want it, because I want to control the size.
thankyou in advance for your help.
Gunawan.
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Oct 16, 2014
I have a form, with a tab control on it. Each tab has a subform to display data. One tab is meant to be a summary tab of the rest, so I want to pull data from certain controls on each of the other tabs to display on the Summary tab.
If I set the ControlSource to Forms!subfrmLABOUR!txtTotalHours.Value the control just displays #Name?
I assume that means it can't reference the ControlSource. Is it just a syntax thing? I've tried various methods, but no luck.
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Aug 23, 2004
Lets say I have table with the following information:
OrderNo. ProductId Count1 Count2
01 AA 2 0
01 AB 0 1
01 AC 1 0
01 AD 0 3
02 AD 0 2
02 AE 4 0
02 AB 0 1
.
.
.
A count in Count1 means 0 in Count2 and vice-versa
How do I create a report that looks like this:
OrdeeNo. SumCount1/SumCount2
01 (3) / (4)
02 (4) / (1)
.
.
---------------------------
Totals (7) / (5)
Thank you
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May 19, 2015
How can I generate a report that contains multiple summary total by year. I run the query to give me selected time period(s) for my report. For example: I want to have the summary for the date ranges from the year 1994 to 2001, and then 2002, 2003, 2004 etc. I'm having difficulty for the first summary total which is the date range from 1994 to 2001.
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Jan 27, 2014
I have a report that is a summary of multiple records in it. What I have next to the record on the report is a button.I have report that are labeled:
rptIncident Summary
rptIncident Report
and a button labeled
"open report"
I would like to click on the button and then it open the rptIncident Report with all the information, not just the summary. I will put a picture so you know what I am trying to accomplish.Is this a simple Onclick event with a where condition or what? Or does this go beyond to having something to do with VBA?
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Dec 16, 2014
I am trying to construct a query with a number of DCounts for a summary report, and each of those counts is to have more than one criteria.So far, the code below is an example of the code, which returns #Error in five rows
Code:
DCount("[ID]","Attendance","[Absent]= True & " And [Date]=" Between [Forms]![DateSelect]![txtStartDate] And [Forms]![DateSelect]![txtEndDate]")
I have a feeling that it is the criteria for the date that I have got wrong, but I cannot see the wood for the trees at the moment.If it makes any difference, all of the DCounts will refer to one table and will all be within the same date range.
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Dec 19, 2006
I have the detail data in a query working fine in MSAccess 2000 sp3 and I'm trying to create a summary of the data. My query is as follows:
SELECT CUH.CULevel, CUH.AREA, TYPES.Asset, Count(TYPES.Asset) AS Counts
FROM (TYPES LEFT JOIN Broker ON TYPES.[Owner/LastLogin] = Broker.LOGIN_ID) LEFT JOIN CUH ON Broker.COSTUNIT = CUH.COST_UNIT
WHERE (((TYPES.Asset) In ("T30", "DESKTOP")))
GROUP BY CUH.CULevel, CUH.AREA, TYPES.Asset;
with the output like:
CULevelAREA AssetCounts
11000Disease AreasDESKTOP121
11000Disease AreasT3036
but I'm trying to get the output like:
CULevelAREAT30Counts Desktop Count
11000Area136 121
I'm pretty new in MSAccess and I've tried a number of things, but this is the closest I've gotten. Any help from anyone would be greatly appreciated!
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Feb 19, 2014
I have a continuous form that has 5 columns of data per line and it also has a 6th column that I can enter data into. What I want to be able to do is if I enter data into the 6th column it will copy that record except the 5th column to a report.
I have tried searching this forum and other but not quite sure of the terminology so not getting good results.
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Sep 23, 2014
I want to create a navigation form, or any form for that matter that has an embedded report. The report has data arranged by ClientID. I would like to create buttons down the left side of my form (why I thought a navigation form could work) where I can put the client name on the buttons and when I click them the report will filter to only show that clients data. I have client tables and the report data linked in queries, but just need to know how to get started with these buttons acting as ID sorters.
For example:
ClientID: 1 = Client: ABC Corp
In my report ClientID 1's data is grouped along with all other client ID's.
In my form I'd like buttons down the left side with ABC Corp written on it (followed by buttons for the other clients) and then when I click the ABC Corp button only ABC Corp's data shows on the page from the embedded report...
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Jul 3, 2015
I have a situation where I use the output of a combobox in a query. When I run it everything is fine.Now I want to make a summary of 9 of these text fields in the query. However, when I do this only the bound columns show up in the summary field. I can't get a summary of the second columns of the combo in the query.
I have been using the following successfully with regular text fields:
Summary: [Comodity] & "," & [Comodity1] & "," & [Comodity2] & "," & [Comodity3] & "," & [Comodity4] & "," & [Comodity5] & "," & [Comodity6] & "," & [Comodity7] & "," & [Comodity8] & "," & [Comodity9]
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Feb 17, 2006
Hi everyone
I use Access 2003 and have created a form with several subforms which I've placed onto a number of tabs. I'd like to have some of the most recently entered data from the subforms displayed on the main form.
For instance - if one of the subforms details the repairs to my car, in terms of date, items repaired, name of the mechanic and the cost, I'd like the most recent date of repair to be displayed on the main form. I know that I can see it be clicking the "Car Repairs" tab then scrolling down the information, but I'd like to have it displayed for easy viewing. I'm not sure if I'd need to have some VBA to do this or if it can be achieved by, for instance, creating a query to populate the appropriate textbox on the main form.
Thanks for your time and patience!
Juan
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Aug 13, 2015
I have a form with 7 List boxes linked to 7 Query's which in turn are linked to a table. Each list box if for a particular trade.
I am trying to select a person or persons from each List box and then have them sent to a report. I have Code to do one list box, but do not know how to link all boxes with code to a 'Open report' button.
The code I am using is as follows:-
Private Sub cmdOpenReport_Click()
On Error GoTo Err_cmdOpenReport_Click
Dim strWhere As String
Dim ctl As Control
Dim varItem As Variant
'make sure a selection has been made
[code]....
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Jan 20, 2014
I am currently developing a database to provide a friend with an auction tracking and ordering system.
I will have a number of questions the first is related to the Home Page/Dashboard/Summary form I am creating. I basically have a few sections, one of which is a combo box offering the user to select an auction to view in the summary section. This summary section contains the list of lots but I also hope to to expand on this and create multiple text boxes, each containing the answer to a number of queries (totals etc).
I have written all the queries and can see the results however as the form does not have a record source I would like to know how to make each text box populate with the result of different queries (ideally in vb - I am using ms access 2010)?
I have tried a few things, control source doesn't apply as I have no record source (i guess). I investigated Dlookup/Dcount but am unsure if these apply for the same reason. I understand I am likely to need a recordset etc in vb and have already tried a few things but unfortunately none of them work.
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Dec 12, 2006
Hello,
I have a time and billing database that contains a form where the user enters a beginning date and an end date and then must enter an invoice number. All this information will appear in the header of a report. The invoice number will always be different. How can I get the invoice number to print on the report? The beginning and ending date is working just fine, but I can't get the invoice number to print. I think I need to have whatever number is entered to be temporarily stored to a table, but I am not sure at all. I would appreciate any help given.
Thanks.
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Mar 26, 2014
I have a project that was given to me because I have previous experience with MS Office, but my level of Access experience is somewhat below par. Here is my problem: We are using one form (Enter Required Training) to create a row of data that goes to a report to let us know when employees need to be trained by.
This report is called 'Past Due - Required Trng'. When employees have completed a training course we go into a form called 'Enter Training Attendance' to update another report to show that they have completed training. However, once employees have completed a course, we have to manually go to the database where the required training courses are stored to manually delete them so that they do not show up on the report.
My boss would like me to find a way to automatically delete the required training information without having to manually delete them each time. Is it possible to have the 'Enter Training Attendance' form delete the record created by the 'Enter Required Training' form so that it does not show-up on the report once completed? I have been messing around with the datasheets, events and even formatting but I can't seem to get anything to work.
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Mar 25, 2014
I Created a database that allows the user to create a jobsheet (Sign off Sheet) with inputting minimal information.I am having some problems accessing the data from my form to a report. I managed to get the full name of my AssignedTo and OpenedBy come up with this
=Trim(IIf([tblJobSheet] & " " & [tblJobSheet.AssignedTo] & " " & [Title] & " " & [FirstName] & " " & [LastName],[Title] & " " & [FirstName] & " " & [LastName]))
But this is only bringing up the information in my tblContacts and not actually assigning itself to the jobsheet. I have tried to just put in the "assigned to" but then this comes up as the ID number rather then the full name. And I have also tried to do this via the join table tblJobSheetContact but this only brings up Mr.
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Nov 1, 2004
I have a purchase order form that has a subform embedded. After users have filled up the form, they click on a button that will open up a print preview of a report. The report shows the details of the form they entered. However, all the fields on the parent form that are filled up after filling up the subform are not displayed on the report.
The reason is most probably that they have not been saved yet. How can I solve this problem?
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Jul 12, 2013
I have a form. On the form I have a button to run a report.The query associated with the report selects all records within a unit (field name (Unit) is used as the selection criteria).Rather than type in the unit name when the report is run, I want to select the unit that is currently shown on the form.
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Sep 29, 2014
My company wants me to run a high level report which ask for three filters. However as its high level they want it should run with a click instead of choosing filters from three drop down ...
As this report comes out as a graph I can't use report wizard to run tabular report. Any smart way that they click a button and get filtered data in graph form.
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Dec 26, 2012
I need to pull data from multiple tables in order to show a "financial summary"..Currently I have: Company; BalanceSheet; Debt; Liabilities; Income..All tables have a lot of information (which is why I built them in multiple tables).
I need to build a form where I can use a combo box to select a company from a list.Once selected - I need to the form to pull selected information from each of the above tables. (As well as perform some math functions).I've been struggling with the relationships (They don't seem to make a difference) and I believe I am above and beyond what the wizards will accomplish.
I have read thread after thread but cannot seem to find a specific answer on how to accomplish this.To make matters more complex - Once finished I want to be able to select multiple companies and create a report from the fields mentioned above (IE: pick company A, B, and C and have all of there "current Assets" add up on one report)
This task was originally achieved using an Excel spreadsheet but it has become to confusing for users and difficult to save information for future use.I believe all of my fields are constructed correctly. how to compile the data from multiple tables into one form/report.
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Dec 13, 2014
How to generate either a form or report able to show me the history of data changes made by users in the fields of Access Objects. I'm more interested in Forms, since the users will use Forms to change data in the db.
Let me give an example:
My db has, for instance, a form named Frm1 and a form named Frm2. Both were built including several fields such as text boxes, combo boxes, etc.
So, if the user Paul first changes the field Color of the record Id 235 in the Frm1 from Green to Yellow, and then, down the road George changes the field Size of the record Id 14 in the Frm2 from Big to Small, I need to know what changes were made, by who, and when changes happened. Also, it is important to know if a record Id is added or excluded.
My final intent is to have a report/form that shows some sort of user activity log which I think could be like this:
Date--------Time----------User-----Form------RecId------Action------Field-----From-----------To
Dec12,14---15:12:35-----Paul-----Frm1--------235------Changed---Color----Green-----------Yellow
Dec18,14---07:05:19-----George--Frm2---------14------Changed---Size-----Big--------------Small
Dec22,14---09:23:59-----Sean----Frm2--------116------Deleted
Dec23,14---11:07:03-----Paul-----Frm2--------321------Added
etc...
By sorting this output by date, form and field it will easy to check/audit for user processing mistakes.
I know enough to build tables, queries, forms and reports, but don't know how to structure such thing. What kind of form event should I setup?
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Mar 5, 2015
I an trying to create a data entry form (IndividualsEntryFm) to input data for fields such as (First Name),(Birthdate) etc., these to be saved to the (IndividualsTbl)
I also have another table (NamesTbl) which has family names etc. The two tables are linked by a (MainID) field. I want a combo box on the individualsEntryFm so that I can select the family name. Then I wish the empty fields for the IndividualsTbl to be available to enter data.When I press the save button I then want this data saved, together with the MainID from the combo box to the IndividualsTbl.
I have set the IndividualsTbl with a (PersonID) field as an auto number each individual therefore has a unique PersonID but may well share the MainID. I'm trying to link many people to the same address.
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Nov 11, 2013
i have a main form named(EMP) i have a subform named(SEMP)with EMPID i have an another form Named(SDetail) with EMPID i want to open form Sdetail with filter records for data select in subform (SEMP) ,EMPID field Subform SEMP in as datasheet view. i can open sdetail for selected records only
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Dec 18, 2014
I am trying to save specific data from a data entry form to a specific depending on what the user selects from a dropdown/combo box.
So if the user selects "test company from the combo box, that data (from that form) will save to the Test company data table.
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