Excel or Access Queries, Crosstab, Reporting Layers

[Guest]

I have a spreadsheet with multiple sheets of information and total summary
sheets that calculate and query the information. I thought it best to to
recommend converting the information to Access due to the numerous additional
queries needed.

While I can get all the information I used to, I'm running too many queries
and can't get all the information compiled in a neat little report.

For Example, I have a one table database showing proposals written with
fields for proposal amount and awarded amount, date sent and marketing rep.
I have one query to list awarded proposals for < 10,0000, another for
<50,0000, etc. and also counts the number of proposals. I then have a cross
tab query for each, but I want a report or query that will show me:

Total $ value and count of all proposals and awards, by marketing rep, by
month.

I can get marketing rep awarded totals by month
I can get marketing rep awarded and proposal counts by month
I can get marketing rep awarded counts by month
and finally I can get get marketing rep total proposal and awarded counts by
month

I then have to run each of these queries by the <10000 <50,0000, etc.

Help!! Should I just go back to excel?

 

[Guest]

Hi Lori,

I then have to run each of these queries by the <10000 <50,0000, etc.

You can create an unbound (ie. no record source) form that will allow you to
enter various criteria, or select them from a combo box, and then open a
report with the criteria applied.

If you send me a private e-mail message, with a valid reply-to address, I
can send you some sample databases. Please do not post your e-mail address
(or mine) to a reply to the newsgroup. My e-mail address is available at the
bottom of the contributors page, which is shown in my signature block below.

Should I just go back to excel?

Probably not. You just need some more time to master some tricks in Access.


Tom

http://www.access.qbuilt.com/html/expert_contributors.html
http://www.access.qbuilt.com/html/search.html
__________________________________________

:

I have a spreadsheet with multiple sheets of information and total summary
sheets that calculate and query the information. I thought it best to to
recommend converting the information to Access due to the numerous additional
queries needed.

While I can get all the information I used to, I'm running too many queries
and can't get all the information compiled in a neat little report.

For Example, I have a one table database showing proposals written with
fields for proposal amount and awarded amount, date sent and marketing rep.
I have one query to list awarded proposals for < 10,0000, another for
<50,0000, etc. and also counts the number of proposals. I then have a cross
tab query for each, but I want a report or query that will show me:

Total $ value and count of all proposals and awards, by marketing rep, by
month.

I can get marketing rep awarded totals by month
I can get marketing rep awarded and proposal counts by month
I can get marketing rep awarded counts by month
and finally I can get get marketing rep total proposal and awarded counts by
month

I then have to run each of these queries by the <10000 <50,0000, etc.

Help!! Should I just go back to excel?