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Lecture Access – Reports. What’s a Report? Way to analyze your data –Groups –Sum / Average Paper or HTML output (or screen preview) Based on live data.

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Presentation on theme: "Lecture Access – Reports. What’s a Report? Way to analyze your data –Groups –Sum / Average Paper or HTML output (or screen preview) Based on live data."— Presentation transcript:

1 Lecture Access – Reports

2 What’s a Report? Way to analyze your data –Groups –Sum / Average Paper or HTML output (or screen preview) Based on live data (as your data changes, so does your report)

3 Why Use a Report? Sales Analysis Commission Information “Personalized” Letters Customer Invoices Service Tags Mailing Labels Tax Forms

4 Creating a Report: Access 2007 -Or Select Query/table first, and then click Report Wizard

5 Report Wizard Options

6 Report will open when Wizard finishes

7 Report Design Control settings: –Size and Location –Font and Font Size –Color, Background, and Borders Add Logos and Images Change Record Grouping and Sorting objects in a report and form are called "controls"

8 Design Mode Record Detail Page Footer Report Header Page Header Report Footer

9 Design Preview

10 Improving Design

11 Grouping Records Report details (records) can be grouped by any field in the query: –Date- Customer –Product- Etc Use Grouping to make your reports clearer or provide useful information Be sure to SORT within the group!

12 A simple report that lists the commissions employees earn on each sale. This could be based off a query with more meaningful, filtered results. Creating a Group At the bottom of the Design Window, CLICK: Add a Group

13 Sorting with the Group Once your report is grouped, click on “Add a Sort”, so that your records are sorted properly within the Group.

14 Previewing the Group

15 Adding a Sum to a Group To add value to our report, let’s add a Sum of the OrderPrice for each employee. To add Sum functions for Order Price, SELECT OrderPrice object CLICK: SUM Function (Sigma button) on the Design Ribbon to total the orders for each employee

16 Adding a Count Function to a Group To count the numbers of Orders sold for each Employee: Drag in a new TextBox TYPE: =Count([OrderPrice])

17 Report with Summary Info

18 Employee Name Header

19 Formatting Labels Lines Fit to one page

20 Mailing Labels

21 Mailing Labels: con’t CHOOSE: Font Style from the next window and click Next

22 Mailing Labels: con’t ADD Your fields to the label template. Be sure to press ENTER in between adding fields into the prototype label, so that each field appears on its own line CLICK: FINISH and save your Report as Mailing Labels CLICK: OK if you get any message prompts regarding printing margin errors.

23 Customized Labels


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