Join Adam Wilbert for an in-depth discussion in this video Segmenting your data into groups, part of Access 2013: Forms and Reports.
- When records in your data table include dates,…Access can parse those values out and group them 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 could easily group your records…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 by going to the Create tab…and in the Report section, I'll click on Report Design.…First, let's head over to our property sheet,…where we can connect our report's data source,…or the record source here, to our Orders table.…
I'll click on the drop-down list…and choose the Orders table here.…Next, let's turn our attention…to the Group and Sort window on the bottom.…If it's not on, you can toggle it on…with the button up here on the ribbon.…Let's go ahead and add a group.…I want to take my orders…and group them together by year,…so I'm gonna choose the Order Date.…That's where our date fields are.…If you think about our Orders table though,…
Then the course dives into reports: creating efficient and readable layouts, grouping data into categories, tying reports to queries, and using conditional formatting rules to highlight key takeaways from the data. Finally, Adam demonstrates how to link forms and reports together and print your results, and introduces unique ways to save time filling out paperwork and generating form letters.
- Creating forms with the Form Wizard
- Aligning form controls
- Adding buttons, links, and attachments to forms and reports
- Building database navigation elements
- Grouping and sorting data in reports
- Building reports from queries or wizards
- Calculating fields
- Linking forms and reports
- Printing and exporting reports
Skill Level Intermediate
1. Introduction to Forms
2. Form Design Basics: Creating an Employee Directory
3. Form and Report Controls
4. Getting around the Database
5. Report Layout
6. Linking Forms and Reports: Creating a Profit Summary
7. Printing and Exporting Reports
Printing reports5m 27s
8. Populating Business Documents
Next steps1m 4s
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