Lecture Access – Reports. What’s a Report? Way to analyze your data –Groups –Sum / Average...
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Transcript of Lecture Access – Reports. What’s a Report? Way to analyze your data –Groups –Sum / Average...
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 (as your data changes, so does your report)
Why Use a Report?
• Sales Analysis• Commission Information• “Personalized” Letters• Customer Invoices• Service Tags• Mailing Labels• Tax Forms
Creating a Report: Access 2007
-Or Select Query/table first, and then click Report Wizard
Report Wizard Options
Report will open when Wizard finishes
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"
Design Mode
Record Detail
Page Footer
Report Header
Page Header
Report Footer
Design <-> Preview
Improving Design
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!
A simple report that lists the commissions employees earn on each sale. This could be basedoff a query with more meaningful, filtered results.
Creating a Group
At the bottom of the Design Window, CLICK: Add a Group
Sorting with the Group
Once your report is grouped , click on “Add a Sort”, so that your records are sorted properly within the Group.
Previewing the Group
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
Adding a Count Function to a Group
To count the numbers of Orders sold for each Employee:Drag in a new TextBoxTYPE: =Count([OrderPrice])
Report with Summary Info
Employee Name Header
Formatting
• Labels• Lines• Fit to one page
Mailing Labels
Mailing Labels: con’t
CHOOSE: Font Style from the next window and click Next
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 LabelsCLICK: OK if you get any message prompts regarding printing margin errors.
Customized Labels