Reports :: Creating Report Similar To A Spreadsheet
Jun 19, 2015
I'm working on a project where I'm supposed to take an excel spreadsheet and replace it's function with Access. So far I have created the form, table, and query, now I just need the report which (according to my boss) needs to mimic the existing spreadsheet.
I know this is probably not going to be fun, but hopefully somewhere out there can give me a few pointers?
Attached is an example of what the spreadsheet looks like (Capture1) and what I currently have in my report (Capture 2).
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Jun 11, 2013
I have a report in access that currently works like the image Current Report.png.
I was hoping it is possible to make it look like the image in What I Want.png
More a spreadsheet type report that I can then print out.
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May 20, 2013
I am quite new to access 2007 but trying to create an IIF statement in a report but don't know where to start.
My report has lots of 'Label' fields with standard text based on a query for the fields components. I want one of my labels to only appear on the report for print IF a record field called 'Program' (which is from a list) has the word 'RHICHOP' at the beginning of it. If RHICHOP is not in the beginning of the Program then leave out the label text.
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May 21, 2014
I have a table, it is fairly large but pretty simple.
It lists store numbers in the first column. Each column that follows is a SKU, and in the field it either has a 1 or a 0 to represent 1 if it is stocked in the store, and 0 if it is not.
Can I write a report that will show what each store has, and how do I do that? I basically want it to return the sku number (and its description) if it has a one in the box, but not if it doesn't.
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Feb 5, 2014
I have a field I need to create on my report that needs to be based on what is in another field on my report.
If Note (that's my field name) = 1,2,3,4,5, or 6, I want to sum a field called PlateNumbers.
What is the syntax?
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Apr 21, 2014
I have been looking around for a while now to learn how to show in a subform similar records from the same table, and a way to link them together.
I work for a mental health organization and we have a call log database that we create a new record every time a person calls us - this allows us to track the outcome of these calls. Over the last 3 years we have about 10% repeat callers. I am trying to find a way, when creating a new entry, to see if this person has called before, and if they have, link their past contact (record) to the new contact (new record).
For example.
Caller: John Smith (555) 555-5555 (this is the new record)
in the subform, a list would populate all the 'john smith' records with an option to link or attach them to the new record.
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May 9, 2015
Im creating a database that we can enter jobs into.A job will consist of 3 seperate parts, Called "Trusses", "Walls", "Posis". They will each have a different delivery date and possibly a delivery time.
I am having trouble creating a report that gives me a week view, Monday to Friday, that shows what deliveries are on each day.The main thing here is there is one job entry, with the 3 parts. So there will need to be 3 seperate entries on the report for each part of that job.
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Feb 19, 2014
I am using Access 2007. creating a report that show only one record from my query or table.
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Jul 25, 2013
I am having trouble creating a chart within a report. Let me start off by explaing my report.
I have many unbound textboxes on my report that all have the code very similar to this:
" =Count(IIf([Complaints Table]![Month]=1,IIf([Complaints Table]![Decision - Our Favour? (Y/N)]="Y",0))) "
This basically gives a count of for a specific month. There are twelve rows of text boxes and two columns. There is a query applied to the report to input the year, as this is a yearly report.
What I want to do is link a chart to each and every text box to show the data in an easy to view format. But I can't seem to figure it out, and I've had no luck on the web .
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May 23, 2014
The database is to track and evaluate call center associate phone calls. I created yes/no fields for multiple common errors (accurate/complete, Security, and client experience. and under each are @ 20 common errors)
(the problem is that I did not create a seperate table for each main category which I think might have made things easier)
Now what I am trying to do is create a report that allows me to show (or select) an error and have it show all the associates that had that error in a given time frame.
I already have a report to show all associates and all the errors that each had in a certain time frame. (so vertically I have associate detail and horizontal I have error detail).
is there a way, without creating 25 separate reports, to show all associates under an error type?
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Jan 8, 2014
I'm currently working on a database which requires invoicing as a part of it. The invoicing is done based on quarters, and I want the users to be able to use a multiple items form, listing all of their clients, to create the invoices. Each invoice must be created individually so they can be e-mailed to the client, and saved to the clients folder. So I was wondering if it would be possible to create individual invoices for clients using a multiple items form.
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Dec 16, 2004
I am trying to put a spreadsheet on a form that will allow me to enter data on the spreadsheet and store the information for each record.
Example: I have patients that I am using a combo box to bring up their name and address information. I want a spreadsheet tied to each patient that I can keep a running total of their payment history. Is this possible and How? Thanks for your help!
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Mar 20, 2015
I have a Query derived from a single Table in Access 2010 which I routinely export in spreadsheet format.
I have now built a report from the Query in which has labels have been added to suit an external agency. I wish to export this Report in Excel format, but the resulting file does not include the additional labels and is merely an xls version of the underlying query.
Is there an alternative method of achieving what I need?
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Jun 15, 2015
I am editing a database that provides the option of creating custom reports, where the user can input a date range of their choice and receive aggregate data for that time frame. Although all of the numbers in the report are correct, I am having trouble with a chart that I inserted into the report.
Specifically, if the date range requested spans 2 calendar years (i.e. April 2014 through January 2015), the data for January 2015 appears at the beginning of the year (so the chart x-axis is for Jan through Dec, and the Jan 2015 data is showing up in Jan (as if it was 2014, not the end of the given range in 2015). When I try with smaller time frames within a calendar year, it adjusts just fine (i.e. shrinking the window so just March-May is displayed on the graph).
How to adjust the axis so that it properly records the data range- so that it would start the axis with April and end in January, for example?
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Jul 9, 2013
i have an excel data for assets and i have imported it into access 2010 but i want to be able to do the ffg;
1. want to be able to generate reports like how many computers does a particular branch have.
2. i want to be able to sum the no of each field heading per branch
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Aug 18, 2015
I'm working with Access 2010 and am trying to use the transferspreadsheet command to output data in a query to an Excel 2010 format file. Here is the line of code:
DoCmd.TransferSpreadsheet acExport, acSpreadsheetTypeExcel12, "q_calldetails_tmp", "c: emp estoutput.xlsx"
It works fine and produces the output file but when I try and open it with Excel I get an error saying the format is incorrect. If I change the extension to .xls it opens with no problem but I need it to be an Excel 2010 format with correct extension.
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Oct 2, 2013
I have been an MS Excel man all along my career and I am a novice in MS Access.I have created a table, [Initial Customer Approval] which records data from a Form, [Initial Customer Approval]. Once the data is entered in the Form, I need to do some calculations based on the data entered in some of the fields in the form.I created 6 different queries for the six possible values in those fields. now for each of those queries I created respective reports.I placed a Print command button in the Form.
1. When I press the Print button it should open the report for the current record in the Form. (Currently It Opens all the reports simulatneously, with only one relevant report containing the current record; other opened reports being blank.)
2. If user presses the Print button before pressing Save button then system should prompt user.
Here is the code (Please note [reference number] is the unique ID generated for each record entered in the tabe through form):
Private bSaveClicked As Boolean
Private Sub Form_BeforeUpdate(Cancel As Integer)
If Not bSaveClicked Then
MsgBox "You are trying to navigate away from the active record. Please either save your changes, or press ESC to cancel your changes.", vbOKOnly + vbInformation
Cancel = True
[code]...
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Dec 28, 2014
I am trying to create a P&L statement in access. I know what I want to come out at the end. I am just starting to play with access and having trouble getting what I want to come out of it.
On the sales side I have a query that gathers all the revenue sources and calculates a total for each date. I then use a second query to just take out the data I want for the P&L report. I created a sub-report that displays the data I want. I use the grouping and grand total features to get the total into the report footer. So far so good.
On the expense side I created a form of a query to manage the one to many relationship to capture the data for expenses (one purchase with many line items). I created a query based of this query to get the relevant data for my expense sub-report. I created the sub-report and got everything looking and calculating the way I want it to. I use the same grouping and grand total features to display the data in the report footer. Still good.
I created a new main parent report with the two sub-reports (sales & expenses) on it and even was able to pull the totals from the sub-reports into the main (so currently the subtotals of the two sub-reports are displayed twice). Now when I try to use the textboxes I used to pull the sub-report totals into the main report to perform additional calculations (sales - expenses) I get #error. I have tried different things and gotten ?name.
Control source for the two textbox controls on the main that display correctly, but don't let me do any further calculations.
=[rptP&LExpensesOverview]![AccessTotalsAmount]
=[rptP&LSalesOverview]![AccessTotalsTotal Sales]
To do the subtraction I have tried using the references above, as well as just using the names of the unbound text boxes in the report that bring the totals into the main report.
As a work around, I tried to build one query with all the data from sales and expenses, but can't "filter" based on date and get the data I want in the query results because the two sets of data are not necessarily related. I either get a long list of records, or no records (I am currently only playing with about 5 days of data).
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Aug 9, 2005
I am trying to create a new query and a new report in my database. The program will not let me. The "new" is grayed out. Can anyone help me? :confused:
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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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Dec 21, 2014
How do I hide the report footer based on the report's data ?
I'm trying to hide if number of users = 1
The report's data is a query built inside the report's RecordSource, not a self standing query.
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Apr 10, 2014
I've done this once entirely by accident and can't seem to duplicate it...
I have a report. It has the following:
Report Header: Logo and title
Department Header
Supervisor Header
Group Header
Detail
Department Footer: Totals
Report Footer: Overall Totals for all departments
Here's my question.
I have combo boxes on my main form that filter this report. The combo boxes are referred to by the query that runs the report. How do I get proper unfiltered overall totals in my report footer?
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Apr 18, 2013
I have a report that displays incidents, their details, consequences and a photo. Among the details is a severity rating high medium or low, I have been asked to make the report shorten the records which have been given a low severity (because it takes up as much space as the more important/severe ones).
The only method I can think of is to use the onformat event, to shrink and make invisible all the fields that I don't want to see if the severity field shows 'low'.
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Apr 5, 2006
I have been searching and searching for a solution to this problem, but have been coming up short.
I have a database which lists tests done on certain products. Each product requires different tests, so it is not feasible to make a static report for each product.
My problem lies in creating a report which has the product name and number at the top of the report, and below that, I want to list test results based on information passed from a form through checkboxes. I really am not sure how to create this report because the tests change with each product, so I cannot include static headers for each test.
The way my form is set up is I have the Product Name/Number at the top, and right below that are several checkboxes which are named after each test. I want the data from these tests to populate the report.
Any help would be greatly appreciated!
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Apr 5, 2006
I have been searching and searching for a solution to this problem, but have been coming up short.
I have a database which lists tests done on certain products. Each product requires different tests, so it is not feasible to make a static report for each product.
My problem lies in creating a report which has the product name and number at the top of the report, and below that, I want to list test results based on information passed from a form through checkboxes. I really am not sure how to create this report because the tests change with each product, so I cannot include static headers for each test.
The way my form is set up is I have the Product Name/Number at the top, and right below that are several checkboxes which are named after each test. I want the data from these tests to populate the report.
Any help would be greatly appreciated!
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Apr 20, 2013
I have browsed a few forums and am still having trouble creating a pie chart that has the proper layout that I would prefer.
I have created a query that will list the data I would like to organize into a pie chart. The query, when run, will prompt the user for a start date and an end date and then display the data in this form:
EmployeeX | SumofProject hours | SumofDemo Hours | SumofAdministration hours | SumofEtc hours (5 other categories of hours)
EmployeeY | SumofProject hours | SumofDemo Hours | SumofAdministration hours | SumofEtc hours (5 other categories of hours)
OK, now that I have the data in this format I would like to create a report that includes tabs for each employee, each tab will have a pie chart that has one employee and a pie chart showing how their hours are allocated to each task. e.g. tab 1 would have Employee X and the pie chart would show what percentage of this employee's hours was dedicated to project/demo/admin/etc...
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