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Access 2010: Forms and Reports in Depth

Building reports from wizards


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Access 2010: Forms and Reports in Depth

with Adam Wilbert

Video: Building reports from wizards

Reports don't know anything about data. All that report knows is formatting, this font and this color and this position and that's it. For all of their data needs, reports rely on a data source. Data comes either directly from a Table or a little more roundabout from a Query. The nice thing about using a Query as a data source is that you can bring in fields from multiple related tables, calculated fields and added expressions and give it all to the report in one nice and tidy package. When using a Query, you have the option of using a pre-build query that you could find in the Navigation Pane over here or create what's called an Embedded Query directly inside of the reports.
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  1. 1m 27s
    1. Welcome
      1m 2s
    2. Using the exercise files
      25s
  2. 15m 53s
    1. Introducing forms
      2m 41s
    2. Designing for the end user
      45s
    3. Exploring the database
      1m 49s
    4. Creating a form with the Form Wizard
      6m 43s
    5. Refining the form in Layout view
      3m 55s
  3. 24m 33s
    1. Organizing the form elements
      7m 14s
    2. Formatting
      4m 48s
    3. Modifying the form through its properties
      6m 56s
    4. Adding a header and some polish
      5m 35s
  4. 1h 2m
    1. Introducing form controls
      3m 48s
    2. Using lines and rectangles
      2m 48s
    3. Organizing screen space with tabs
      4m 47s
    4. Adding buttons
      5m 3s
    5. Linking to external content
      4m 15s
    6. Entering and selecting data
      5m 8s
    7. Controlling input with option groups
      6m 0s
    8. Attaching documents
      6m 49s
    9. Attaching images
      5m 8s
    10. Understanding the subform control
      4m 13s
    11. Adding charts
      7m 9s
    12. Linking controls
      7m 41s
  5. 21m 42s
    1. Creating the main menu
      8m 49s
    2. Adding a splash screen with startup options
      5m 35s
    3. Creating a customer form
      7m 18s
  6. 45m 20s
    1. Grouping and sorting data
      4m 36s
    2. Understanding report structure
      6m 12s
    3. Building reports from wizards
      5m 0s
    4. Building reports from queries
      6m 34s
    5. Formatting conditionally
      6m 59s
    6. Calculating fields
      4m 35s
    7. Adding the finishing touches
      4m 49s
    8. Populating pre-printed documents
      6m 35s
  7. 15m 8s
    1. Printing reports
      3m 6s
    2. Tweaking the design
      7m 10s
    3. Automating the workflow with macros
      4m 52s
  8. 58s
    1. Next steps
      58s

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Access 2010: Forms and Reports in Depth
3h 7m Intermediate Feb 14, 2012

Viewers: in countries Watching now:

Discover how to manage data entry and reporting tasks more efficiently using Access 2010. Author Adam Wilbert presents lessons on designing forms, organizing and displaying data with form controls, creating flexible queries, and building a form-based navigation system. The course also shows how to build reports from wizards and queries, highlight important data with conditional formatting, and automate reporting processes with macros.

Topics include:
  • Designing for the end user
  • Organizing form elements
  • Formatting a form
  • Adding headers
  • Linking to external content
  • Entering and selecting data
  • Adding charts
  • Creating a main menu
  • Creating a customer form
  • Understanding report structure
  • Building reports from wizards and queries
  • Printing reports
Subjects:
Business Forms Databases
Software:
Access Office
Author:
Adam Wilbert

Building reports from wizards

Reports don't know anything about data. All that report knows is formatting, this font and this color and this position and that's it. For all of their data needs, reports rely on a data source. Data comes either directly from a Table or a little more roundabout from a Query. The nice thing about using a Query as a data source is that you can bring in fields from multiple related tables, calculated fields and added expressions and give it all to the report in one nice and tidy package. When using a Query, you have the option of using a pre-build query that you could find in the Navigation Pane over here or create what's called an Embedded Query directly inside of the reports.

Let's take a look at how our reports get data by having the way they walk us through the first two steps. We can find the Report Wizard on the Create tab right here in the Report section. I will click Report Wizard. Let's work towards getting a report that looks at our customers orders. Now the Report Wizard looks and feels just like the Query Wizard if you have ever use that feature and that's because essentially, that's exactly what we were doing here. We are just building a query with a few added steps to design the report. We are going to start our report with information from the Orders table. I will select it from the list, and then I will add Order ID, Order Date, Customer ID and Product ID to the table.

We will go back up here and select a related table, the Direct Customers table at the top, and from here I will get FirstName, LastName and State. Finally, I need to get the price of the products so I can get their total spent, I can get that from the Products table and that's where I will find Price. We will add that to my report as well. Go ahead and say Next, Access asks as how do we want to view our data? This window looks identical to when we saw in the Form Wizard. We could choose by tbl_Products to group everything by Price or by Customer to group everything by name.

I'm going to leave it as by Table Orders, go ahead and say Next. Now within that, how do I want to group our data? I want to group it by State and then add over, go ahead and say Next. In the sorting section I want to sort by Price and I want to sort it Descending, so the highest value appears to the top. Go ahead and say Next. It looks at the default Layout and Orientation for the paper and say Next. And we will go ahead and give this a title. We will call it OrdersByState. We will choose to Preview the report and say Finish.

So here is our basic report. We can see we have everything grouped by the state. I have got the summarize total of the spend in Price here, descending I have got the OrderDate, the CustID, the Products that they ordered and the First and Last Name of the person who ordered it. Let's go ahead and take a look at this in Design View. I will Close Print Preview and I return them into Design View. Now let's take a look at where that query went that we just built with the wizard. If I go to the Property Sheet here and if it is not selected, we will select entire report by clicking this black button between the rulers. We will look at the Data tab and the Record Source we can see the Select statement.

Now if you have taken my Queries in Depth course here at lynda.com, this might look really familiar to you. This is telling me that this is using a query in the background. I can click the Build button to see that query. That will take me into a Query design session where I could take a look at what the Wizard created for us as we click through the menus. We can run this query just like any other query to see the data table behind it. I will click on Run. And I can see that data table. So this is a data that's getting formatted by the report. Let's go ahead and back in the Design View for the query. The name of the query right now is Orders By State : Query Builder.

This is telling me that this is a query inside of this report. It's not going to exist in my Navigation Pane over here. Now we can edit this query, for instance, you might want to make changes to a query and you might think, well if I want to summarize by Total price, I can click on the Totals button here and I scroll over to price, and under Total I could say, Sum, if I Run the query, the query works just fine. The problem is, is that Access has created links to the field names in the query, to the text boxes that are in the report already. And when I group by SumOfPrice, it changed to the column name from Price to SumOfPrice, and thereby breaking the link to the fields that are already on the report.

Now you can fix this, there is no problem with that. But it does take a lot of clicking. But now that we know what powers the Record Source for our reports, let me go ahead and back out to this query and I am not going to save any changes. We have got the Select statement here is where the date is coming from our Record Source. I have got the Select statement here, it's providing the data for the report. I could also use the drop-down menu here, to select any of the Queries or Tables so I could manually choose a Record Source. We can smooth out our workflow by first creating a query that gathers exactly the information we want including any aggregation or calculations, and then build a report on that afterwards.

That's going to be topic of the next movie. Now one last thing, the Record Source property in the Reports functions exactly the same way when bringing data into a form. You can go back through some of the forms that we have created throughout this course, explore the record source property and find out if we're using a table reference, a query reference or an embedded query to generate those records. Of course with forms, you also have the option of having an unbound form, that isn't connected to any data source, such as our Splash Screen and our Main Menu forms. Whereas reports, we will kind of worthless if left unbound.

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