When records in a data table include dates, Access can parse those values out and group them on the fly right inside of the report, without having to subset or break down the dates manually in a query first. In this video, Adam uses this capability of the group and sort options to organize a report about orders grouped by month.
- [Instructor] When records in your…data table include dates, Access can parse those values out…and group them together on the fly,…right inside of your reports without having to subset…or break down the dates manually in a query first.…For instance, you can easily group your records together…by month or quarter with one little change…to the group and sort window.…Let's build a quick report that…displays our orders for each month.…We'll start that by coming up here to the create tab,…and in the reports group, click on report design.…That'll start a new report in design view.…Now the first thing we need to do is connect this report…to its underlying data source, and to do that…we'll open up the property sheet, go over to the data tab,…and in the records source, I'm going to use…the drop-down menu and choose orders.…
Then we can close the property sheet for a moment…and open up the group and sort window.…Then I'll come down to the bottom,…and I'm going to add in a group.…I want to group all of my records together…
Author
Adam Wilbert
Released
12/10/2018- Explore the components to a specific database.
- Identify the steps needed to create a form with the Form Wizard.
- Determine the steps to use when organizing the form elements.
- Examine the components of anchor control.
- Recognize the elements of modifying form properties.
- Identify the steps necessary for combining text boxes.
- Determine how to add a form header.
- Recognize the steps to take to organize screen space with tabs.
- Explore the ways to add data to a text box.
- Identify the essentials of a report’s structure.
Skill Level Intermediate
Duration
Views
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Introduction
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Trust the exercise files1m 25s
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1. Making the Most of Forms in Access
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Create a form with subforms5m 11s
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2. Form Design Basics: Creating an Employee Directory
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Object alignment5m 58s
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Anchor controls3m 54s
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Modify form properties5m 8s
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Additional form properties1m 44s
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Combine textboxes2m 54s
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Add a form header4m 51s
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3. Form and Report Controls
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Label control6m 21s
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Lines and rectangles5m 55s
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Button controls4m 18s
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Button properties3m 37s
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Link to external content4m 22s
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Add data with a text box3m 21s
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Select data with a combo box6m 32s
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Additional image properties4m 20s
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Embed a subform control5m 27s
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Prepare a query for charting1m 26s
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Display a chart5m 32s
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Link form controls5m 24s
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Edit the Tab Stop sequence4m 48s
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4. Getting Around the Database
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Create a main menu5m 53s
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Refine button macros4m 54s
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Create a data entry form6m 47s
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5. Report Layout
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Understand report structure8m 13s
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Build a report from a query4m 54s
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Create calculation fields5m 49s
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Add a report header5m 5s
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Segment dates into groups4m 31s
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Format date header sections3m 42s
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6. Linking Forms and Reports: Creating a Profit Summary
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Build the query5m 2s
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Create the report structure4m 51s
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Connect the form5m 42s
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Connect the query4m 34s
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Conclusion
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Next steps1m 2s
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Video: Segment dates into groups