Help Sorting And Filtering Data For A Report.
Oct 22, 2004
Hi everyone,
I am having a little trouble using a 'canned' Access database. Using the built in Asset Tracking database, I am trying to get specific information on the Assets report. The Assets report generally shows all assets, I've made a new report to show the data sorted by the phone extension number, also the room number (which is how our inventory is tracked).
This works well, except, I want to be able to view one extension/room at a time. To do this, I added a button on the 'Enter/View Emplyees' form to preview the report, and created a macro to get this info. However, it only shows whatever data is highlighted in the emplyees sub-form. How can I get all of the data assigned to each extension to appear on the report?
Tried to upload the file, but it's too large. Can email if requested.
Thanks,
Brian
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Jul 9, 2014
I'm having a bit of trouble with a piece of VBA code I have. What it's supposed to do is filter and sort a report using a form. But there are two lines, which both I need, in it that are not compatible with each other. When both are in and I apply the filter with only a sort, it gives me a "Run-time error '5': Invalid procedure call or argument."
But the code runs beautifully when only one of the pieces, which I've highlighted in red below, is in it. The debugger highlights strFilter = Left$(strFilter, lngLen) after I have received the error.
Code:
lngLen = Len(strFilter) - 5
If (lngLen <= 0) And ([cboSort1] = "Not Sorted") Then
MsgBox "Insert criteria before filtering.", vbInformation, "No Criteria"
Else
strFilter = Left$(strFilter, lngLen)
[Code] ....
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Apr 29, 2014
In the production report that I made, I want to achieve 2 things.
1) I want the report to filter automatically to display only the current month's invoice. As you can see, all of the invoices are displayed from 2012-2014.
2) I also want to be able to filter the report based on the invoice number. I want this to be achieved by clicking the invoice button on the top part of the report.
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Apr 19, 2006
Hello,
I have a project table that I track the progress of each job in by entering dates when certain portions are done. What I would like to do is when I fill in the "Project Completed" or "Cancelled" columns, to have that record automatically filtered out of the table. I still want to be able to turn off the filter at the end of the year to see all the projects we did, but I don't want this project cluttering up my table once it is finished or cancelled. Right now, I copy and move these completed projects to a separate table, but others say this is confusing and they can't figure out which table to use.
I input everything in the table format and don't have any forms that I use.
Thanks for any help.
Matt
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Dec 2, 2014
I'm trying to group data in a report from single table using grouping and sorting and I want the percentile of every record over group total. I'm using a query to fetch data from table, however I'm unable to get percentage of every single record over group total.
I want to display the report as attached image in single report. I'm unable to get data in "Perc" field. It's populating wrong values.
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Nov 16, 2014
The aim of what I am doing is to create a monthly statement to give to our intermediaries that shows the commission they will receive each month for the deals they have referred. I have managed to create this report, HOWEVER I can't figure out how to filter out which month I need, so I a report for Jan, Feb Mar etc... The idea is that at the end of each month I need to run the report so only the latest month shows...
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Feb 9, 2005
I have created a report from the information submitted on a form. When I pull up the report, I would like it to sort differently than it is. I am not sure what it is using to sort from but I want it to sort by a designated # I have assigned it.
Is there a way to make it so the access's record # will always match our companies record #?
Today I entered information in a form that should have gone in as record 96 but when I went back to look at the record in the report, it was record # 72. ??????? Now what do I do?
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Jul 30, 2005
Is there a way to Sort records in a report by a Report total? I have a report that is created by a crosstab query that sums orders by Billing Client but the query also has a billing client qroup which can contain many Billing Clients. Since the report total (Counts) are by Billing Client I do not have the actually totals per client group in the query to sort by. I know how to do this in Crystal Reports by the report would needs to mulpiple workstation, which have the crystal reports engine but not the actually designer (In other works I don't know the code to print a crystal report from Access with only the crystal reports engine on the workstation).
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Feb 15, 2012
I have a table that contains a text field [drawing number] and a report that displays the drawing numbers and I can not get the sorting correct.Each record has a drawing number like:
379-02-0002
379-02-0002-3
379-02-0002-5
379-02-0002-9
379-02-0002-11
The report sorts them like this:
379-02-0002-11
379-02-0002
379-02-0002-3
379-02-0002-5
379-02-0002-9
What I want is this:
379-02-0002
379-02-0002-3
379-02-0002-5
379-02-0002-9
379-02-0002-11
Is there a way to get the sort order the way I want it?
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Sep 27, 2004
I am trying to create a form where the user can select which group of data they want (records complete, records due, etc) and also how they want the report sorted (project name, due date, etc.)
I created an option group for the record selection part with a variable named myFilter being equal to the required filter (i.e. myFilter = "(([Assessment Details].[Completion Date]) <= Now())")
I then created a combo box for the record sort part with a variable named myOrder being equal to the required sort (i.e. myOrder = " ORDER BY [Project Description].Deadline")
Finally I created a variable named myCriteria which is equal to myFilter & myOrder. Then I try to open the report with DoCmd.OpenReport stDocName, acPreview, , myCriteria.
Now, when I run the form and try to get the report, I get the following error: Syntax error (missing operator) in query expression '((([Assessment Details].[Completion Date]) <= Now()) ORDER BY [Project Description].Deadline)'.
Is there any way to have the user be able to select the sort order and have it pass to the report?
Thanks in advance.
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Aug 18, 2015
I am working on a access report for financial analysis.I created a form with a drop down list to select cost center from tables, so the report will only show the data from the selected cost center. My questions are:
1. I want the chosen cost center automatically shown at the Header of the report, as selected from the form;
2. The data was grouped in a particular sequence, such as: Revenue, Compensation, MM&S and Other Expense, not simply ascending or descending
3. There are some category data I do not want to show, for example, other expense, how can I hide it?
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Nov 10, 2014
I have a calculated field in my report which is the sum of scores for students i.e. each student does 8 subjects and my calculated field tallies how many each student has passed. so the report shows a list of students and the number of passed subjects. Now I want to show only those who have passed 7 or more subjects. Can such a filter be done? It is obvious I can't use the query since the summary calculate field does not exist in the query.
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Jul 27, 2014
I have a query where I ORDER BY ClientId, MatterId and Transdate. The result of the query is correct. All of the transdates are in ASC order within the Matter.
When I run the report for a MatterId the relative transactions are not sorted on transdate
Can there be something in the report that could be effecting the order of the transactions.
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Oct 6, 2006
hi!
i tried searching the forum for a possible solution to my problem. unfortunately, no luck so far.
Here's my problem.
i'm working with a linked table in access with a date field (service_dt) formatted as a text. if i open the table, the date shows up as 1-Jan-2006. i use this table to populate a report.
im trying to filter the report so that it would show records that have a specific date range.
here's what i write on the filter of the report:
service_dt Between #01/01/2006# and #12/31/2006#
unfortunately, its not filtering properly.
i would appreciate any thoughts.
thanks.
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May 28, 2013
report i'm trying to preview. I have a form which will display a person's training record and on that form i'd like to have a button which, when activated will show the record as a report in Print Preview. However, i'd like to just preview the record i'm looking at and not all of that person's records.
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Oct 28, 2013
I've created a Form where I enter all my data - then I created a Report to output this data, it includes two buttons to filter based on one category. That's working fantastically well for me.
But now I would like to filter on dates. For example, last 7 days, last 14 days etc - and also give the user the option of filtering between x and y dates. I've discovered this is easily done by right-clicking the date field in the report, but I'd prefer to embed these commands into buttons etc so it's easier to navigate.
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Jun 29, 2006
Ok, I am a noob at reports and did a search on this. My searching DID NOT HELP ME! I thought I would make that clear :D Maybe someone can tell me what to look at for this issue.
I need to take one report, allow the users to easily use a dropdown or listbox on a form to Sort and Group many fields of data. To recap: The user will click on name in the list and it will sort report by name. Also I need them to be able to select up to three sort criterias.
EX: Sort by Name then LastName then Company
Please guide me to the answer. Thanks.
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May 15, 2013
Access 2010. I have a table with the following fields:
- From
- To
- TypeOfWork (to be chosen from a combo-box)
- Activity (text field to be filled in freely)
In a table i have a complete day with times (from -> to), the type of work between those times and the activity performed between those times a bit like this:
FROM TO TYPE OF WORK ACTIVITY
00:00 - 11:00 Welding Welding clamps
11:00 - 13:00 Welding Welding anodes
13:00 - 15:00 Cleaning Cleaning pipes
15:00 - 18:00 Cleaning Cleaning floor
I would like it to show in the report like this:
FROM.....TO.......TYPE OF WORK.....ACTIVITY
00:00 - 13:00......Welding............00:00 Welding clamps
...............................................11: 00 Welding anodes
13:00 - 18:00......Cleaning...........13:00 Cleaning pipes
...............................................15: 00 Cleaning floor
So it should sort on "From", then group by "TypeofWork" and repeat the "From" field(I think...). But I now have tried every combination of sorting and grouping I could think of and nothing works!
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Sep 12, 2013
I have a form that filter records off of combo, I want the user to run reports based off of the filter selected in the combo box.Here's the code I've been toying around with:
Code:
Private Sub ReQuote_Click()
Dim strCustomer As String
Dim Filter As String
If IsNull(Me![cboFilter]) Then Exit Sub
[code]....
I ripped it off of another thread on here but my needs are slightly different so I couldn't quite get it to do what I wanted.
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Oct 20, 2014
In my report there is a field with a number of numerical value. I want the report to show those numbers that are more than 2 only.
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Jul 1, 2013
I'm trying to make a report that a untrained user can use to review the relevant data from the database I'm creating. All of the work I've done so far has been directly in the tables . Here's a quick outline of my general data organization:
Department:
DepartmentID(PK)
DepartmentName
Employee:
EmployeeID(PK)
EmployeeName
DepartmentID(FK)
Needs_Work (check box)
[code]....
Basically, I want the user to select a department to view using a combo box or option group (which I'm not sure of how to do in a report). Then, I want to view the employees within that department sorted first by whether or not the Needs_Work check box is selected, and then by how many of their competencies are unchecked.
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Jul 6, 2005
Below is the working version of the code works for single report filtering. say a report called "rptduedate_census2" and i can filter out using form instead of hard coding query of that report (say lastname=form!frmsample!txtlastname). I dont want to hard code query and there are reasons for that.
I am using a Main report called "rptDueDates_Dept' and there are about 10 different subreports (see print screen). The main report is not bound to any query. It has many subereport. Each subreport is bound to some query and i need to be able to filter them before data appear on the main report. Am i making any sense, LOL.
How can I implement my working code below to do this. PLEASE PLEASE PLEASE HELP. I AM NEW TO ALL THIS. I have attached a print screen of the main report, just to show how i put subreports in their.
===== MY WORKING CODE ======
Private Sub cmdPrv_Click()
Dim strFilter As String
strFilter = "[Mail_Census_Date] BETWEEN #" & txtStartDate & " # AND # " & txtEndDate & " # "
' Apply the filter and switch it on
If SysCmd(acSysCmdGetObjectState, acReport, "Report") <> acObjStateOpen Then
DoCmd.OpenReport "rptduedate_census2", acViewPreview
With Reports![rptduedate_census2]
.Filter = strFilter
.FilterOn = True
End With
DoCmd.Restore
Exit Sub
End If
End Sub
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Sep 17, 2006
hey there
i have a main PatientForm that contains patient information from multiple tables:
[GENERAL] values
Subform - [RefMD] values (referring doctor)
Subform - [Drugs] values (prescribed meds)
Subform - [Diagnosis] values (medical diagnosis)
Subform - [Encounters] values (visits to the doctor)
what i have is a form (image attached) and i need to be able to select any combination of parameters (including state, zipcode from GENERAL, i.e. referring doctor last name from RefMD, Drugname from Drugs, Diagnosisname from Diagnosis, and VisitType from Encounters) and filter PatientForm where all the selected parameters are true..
does that make sense?
all tables are linked using the field HistNum
how do i code this? i am pretty lost right now
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Jul 20, 2006
I am making a Customer Contacts database. The people in this database are organized into 30 groups.
I have one main form, and 30 queries to filter the records displayed on the form
I made buttons on a form representing the different groups of contacts to view, and when you click on one of those buttons, the main form opens with the record source as the query of the group you clicked on.
Here is my coding for one of the buttons
DoCmd.OpenForm "MainForm"
Forms![MainForm]![HomeAddress].Form.RecordSource = "Company Work"
Also on the main form, I have a button to open a report that displays address labels of all the people in the database
How do i code that button, so that the records displayed in that report will be the same as those records displayed on the form? How do i filter the records in the report so they will be the same as in the form?
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Aug 8, 2014
I have a database (Access 2007) that handles a large number of consultants. Each consultant has a number of skills, has worked in a number of countries, and speak several languages. As contracts come in, I wish to generate a report based on the skill set, language and country/countries that best suits the contract; thereby identifying a group of most suitable consultants. I have designed a report with three sub reports for skills, languages and countries. Each sub report is linked to the main report through Link Master/Child fields using the ConsultantID. That's all fine; I get a report showing all consultants listing all their qualities.
Now, I want to be able to filter the sub reports on the three aspects: Skills; Countries; and Languages.
In the past, for other applications, and with the unfiltered form in preview I have used a popup form with unbound Combo Boxes to generate a string to use in the reports filter. I think I got that technique from Allen Browne, and it has really served me well.
Now, however, I can't use this technique since I can't set the filter for the sub reports. I thought that I might be able to use the Link Master Field with text boxes on the main report, but haven't managed to figure that out.
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Jun 9, 2014
I work in psychological testing and I have created a database to store some data for our patients' test scores. I have a main form with demographics and then 5 buttons on the main form that open into 5 other forms (one form for each test). I also have created a button on the main form to run a Report; however, I would like to filter the report to only show the current record (e.g., Patient ID #1 only).
(Can this be done?) How should I go about filtering the report to show only the open record? Expression is preferred - I'm not very good with code.
I'm also assuming that since each form is linked by the primary key of Patient ID, I should be able to see all data from each form (main + 5 others) in the report for that specified Patient ID... (?)
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