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Access 2010: Queries in Depth
Illustration by Neil Webb

Finalizing the reporting tool


From:

Access 2010: Queries in Depth

with Adam Wilbert

Video: Finalizing the reporting tool

Our three elements, the form, the query, and the report, are now complete and it's time to provide the final piece for our end user. Let's expand the Chapter 7 section and we could see our query, our form, and our report. Let's go back into our form for a moment. The last step is to revise some functionality to jump from the form to the report. In this completed version I have a Preview Report button. Let's take a look at how that was created. If I go into the View menu, we'll go back into the Design view for the form, and we can use our Button wizard here, Button, to add a new button to the Design View.
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  1. 9m 9s
    1. Welcome
      1m 10s
    2. Using the exercise files
      41s
    3. Introducing the database
      4m 29s
    4. Previewing the course
      2m 49s
  2. 17m 17s
    1. Understanding queries
      3m 31s
    2. Following naming conventions and best practices
      2m 56s
    3. Using the Query Wizard
      5m 21s
    4. Exploring the design interface
      5m 29s
  3. 26m 39s
    1. Defining criteria
      5m 40s
    2. Understanding comparison operators
      3m 19s
    3. Defining the column headers
      2m 49s
    4. Exploring the property sheet
      7m 32s
    5. Printing query results
      2m 41s
    6. Working with joins
      4m 38s
  4. 14m 14s
    1. Understanding parameter queries
      4m 27s
    2. Obtaining parameters from forms
      5m 17s
    3. Creating a combo box
      4m 30s
  5. 23m 24s
    1. Understanding the Totals field
      5m 31s
    2. Creating aggregate calculations
      3m 31s
    3. Exploring the Expression Builder interface
      4m 28s
    4. Using mathematical operators
      5m 46s
    5. Applying text functions
      4m 8s
  6. 24m 23s
    1. Understanding dates as serial numbers
      2m 42s
    2. Specifying a range of dates or times
      3m 47s
    3. Formatting dates
      4m 31s
    4. Using other Date/Time functions
      3m 47s
    5. Defining today's date
      2m 41s
    6. Calculating time intervals
      6m 55s
  7. 20m 9s
    1. Introducing the conditional IIf function
      2m 57s
    2. Creating an IIf function
      7m 31s
    3. Nesting IIf functions
      4m 57s
    4. Using the Switch function
      4m 44s
  8. 20m 41s
    1. Understanding the reporting tool
      2m 13s
    2. Building the form
      6m 57s
    3. Building the query
      5m 4s
    4. Building the report
      3m 30s
    5. Finalizing the reporting tool
      2m 57s
  9. 25m 37s
    1. Finding duplicate records
      2m 17s
    2. Identifying unmatched records
      2m 29s
    3. Creating crosstab results
      2m 57s
    4. Creating backups
      1m 29s
    5. Creating update queries
      3m 22s
    6. Making, deleting, and appending records
      5m 36s
    7. Uniting tables
      3m 16s
    8. Embedding SQL code in queries
      4m 11s
  10. 1m 0s
    1. Next Steps
      1m 0s

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Access 2010: Queries in Depth
3h 2m Intermediate Jun 16, 2011

Viewers: in countries Watching now:

In this course, author Adam Wilbert illustrates how to create and leverage real-world queries and turn raw data into usable information. The course covers setting up queries, performing calculations, using the built-in Access functions to further refine query results, and identifying top performers or areas for improvement based on a range of criteria.

Topics include:
  • Naming conventions and best practices
  • Working with joins
  • Using comparison operators
  • Defining criteria for select queries
  • Creating parameter queries
  • Creating calculated fields
  • Working with dates and times
  • Using the Expression Builder
  • Creating conditional statements
  • Making, deleting and appending records
  • Building reports
Subjects:
Business Databases
Software:
Access Office
Author:
Adam Wilbert

Finalizing the reporting tool

Our three elements, the form, the query, and the report, are now complete and it's time to provide the final piece for our end user. Let's expand the Chapter 7 section and we could see our query, our form, and our report. Let's go back into our form for a moment. The last step is to revise some functionality to jump from the form to the report. In this completed version I have a Preview Report button. Let's take a look at how that was created. If I go into the View menu, we'll go back into the Design view for the form, and we can use our Button wizard here, Button, to add a new button to the Design View.

Underneath the Report Options we have an option to open the report or preview the report. The difference is the Open Report will open the report in Layout view, whereas Preview Report will open the report in the Print Preview mode. We'll go ahead and select Preview Report, say Next, choose what report we want to preview, rpt_SalesByDivision-complete, go ahead and say Next, and you can choose a picture or I prefer the text version for the button, and go ahead and say Next. Any name we'll do here and say Finish.

So now we've got a duplicate of the button that was created earlier. Let's go back into the Form view and let's test our results. We can choose any geographical region that we want. Let's take a look at the South Atlantic states in the year 2009 and compare those to the New England states with the same year. So once again, our form is going to collect the information from the end-user, these four variables. When I press the Preview Report button, those four variables are going to get fed into our query. Let me open our query in Design view again.

Underneath a year we're taking the Year combo box value and we actually right-click and go into the Zoom menu. So we're taking the Year Combo box and the CompYear box. I'll say OK. For the DivisionName, if I go into the Zoom box, we're loading the values from the Combo division and the Combo CompDivision boxes. Those are the names that we gave to these four elements. Once we have those values and we press Preview Report, the query gets its information, passes it to the report, the report formats it, and gives it back to you.

And there we go. We've got our final report. So that's it. Wee've got a flexible Reporting tool that will grow with our database over time. Using the same process with a few modifications to the underlying query we could easily generate a report that look to the performance of a specific month instead of year, or look at how our sales team ranks against others within the same state. The options are endless. I'll leave it up to you to decide which questions are most important as you apply queries to your own database.

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