How to put a summary on Report.

[dinadvani via AccessMonster.com]

Hello,

I have two reports report 1 contains the quarter wise details and report 2
contains the summary of quarter.

Now what I want is to put a dialog box when a user clicks Report 1 and ask
him if we would need details along with summary.

I tried adding report 2 as a sub report in report 1, but it din't came up
properly.

I referred Northwind database, What I want is more similar to Sales by Year
report in that database.

The subreport in Northwind database has two footers and also it is named as
shippeddateheader/ footer. Please help me to understand how to change the
header and footer names and how to add 2 footers.

Any help would be appreciated.

Thanks,
Dinesh

 

[dinadvani via AccessMonster.com]

Please Help

Hello,

I have two reports report 1 contains the quarter wise details and report 2
contains the summary of quarter.

Now what I want is to put a dialog box when a user clicks Report 1 and ask
him if we would need details along with summary.

I tried adding report 2 as a sub report in report 1, but it din't came up
properly.

I referred Northwind database, What I want is more similar to Sales by Year
report in that database.

The subreport in Northwind database has two footers and also it is named as
shippeddateheader/ footer. Please help me to understand how to change the
header and footer names and how to add 2 footers.

Any help would be appreciated.

Thanks,
Dinesh

 

[dinadvani via AccessMonster.com]

Please advice....

Please Help

Hello,

[quoted text clipped - 18 lines]

Thanks,
Dinesh

 

[dinadvani via AccessMonster.com]

I am still waiting for your advice...

Please advice....

Please Help

[quoted text clipped - 3 lines]

 

[Allen Browne]

Dinesh, if you don't get an answer, it may mean people did not understand
the question clearly.

Bear in mind that we can't see your database, so we have no idea how the
data is being stored, how it gets from the table into the report, what
details are being summarized in Report2, how those details might be supposed
to connect to Report1, or whether it might be possible to get the answers
you want by adding text boxes to the Report Footer section, and setting
their Control Source to an expression like this:
=Sum([Amount])

We also don't know what was wrong when you tried Report2 as a subreport. Did
you try clearing the LinkMasterFields/LinkChildFields properties of the
subreport control?

 

[dinadvani via AccessMonster.com]

Hi Allen,

Thanks for your response.

I am sorry for being unclear about my question.

I am trying to put a sub report that contains a summary onto the main report.


I have a report that contains account-wise fee details on which I have put
date criteria, now I need a summary of this report either in start or at end
of this report.

Say for example : If a user selects dates as 01/01/06 to 05/31/06 then the
report should first show the summary containing Account Names and total of
fees and after that it should show the accountwise details.

I tries to do some things but that does not work, in Northwind database there
is an example "{Sales by subreport} but that contains Shipdate Header and 2
Shipdate footers. That made me confuse that how can I have 2 shipdate headers.


Please advice.

Thanks,
Dinesh

Dinesh, if you don't get an answer, it may mean people did not understand
the question clearly.

Bear in mind that we can't see your database, so we have no idea how the
data is being stored, how it gets from the table into the report, what
details are being summarized in Report2, how those details might be supposed
to connect to Report1, or whether it might be possible to get the answers
you want by adding text boxes to the Report Footer section, and setting
their Control Source to an expression like this:
=Sum([Amount])

We also don't know what was wrong when you tried Report2 as a subreport. Did
you try clearing the LinkMasterFields/LinkChildFields properties of the
subreport control?

Hello,

[quoted text clipped - 20 lines]

Thanks,
Dinesh

 

[Allen Browne]

I think you are saying that you have 2 reports (a main and a subreport), and
you want them both to be filtered by the same dates?

The samplest way to do that is to create a form, with 2 text boxes where the
user enters the limiting dates. You might name them txtStartDate and
txtEndDate, and they might be on Form1.

Presumably you have a query that supplies the data to the main report, and
that query has a date field. In the Criteria row under the date field,
enter:
Betwween [Forms].[Form1].[txtStartDate] And [Forms].[Form1].[txtEndDate]

Put the same critieria in the query that is the Record Source of the
subreport.

Now, open the form, and enter the dates. When you run the report, both the
main report and subreport will read the dates from the form. The totals in
the subreport should therefore match.

If you need further help with creating the query, see Method 1 in this
article:
Limiting a Report to a Date Range
at:
http://allenbrowne.com/casu-08.html

--
Allen Browne - Microsoft MVP. Perth, Western Australia

Reply to group, rather than allenbrowne at mvps dot org.

Hi Allen,

Thanks for your response.

I am sorry for being unclear about my question.

I am trying to put a sub report that contains a summary onto the main
report.


I have a report that contains account-wise fee details on which I have put
date criteria, now I need a summary of this report either in start or at
end
of this report.

Say for example : If a user selects dates as 01/01/06 to 05/31/06 then the
report should first show the summary containing Account Names and total of
fees and after that it should show the accountwise details.

I tries to do some things but that does not work, in Northwind database
there
is an example "{Sales by subreport} but that contains Shipdate Header and
2
Shipdate footers. That made me confuse that how can I have 2 shipdate
headers.


Please advice.

Thanks,
Dinesh

Dinesh, if you don't get an answer, it may mean people did not understand
the question clearly.

Bear in mind that we can't see your database, so we have no idea how the
data is being stored, how it gets from the table into the report, what
details are being summarized in Report2, how those details might be
supposed
to connect to Report1, or whether it might be possible to get the answers
you want by adding text boxes to the Report Footer section, and setting
their Control Source to an expression like this:
=Sum([Amount])

We also don't know what was wrong when you tried Report2 as a subreport.
Did
you try clearing the LinkMasterFields/LinkChildFields properties of the
subreport control?

Hello,

[quoted text clipped - 20 lines]

Thanks,
Dinesh

 

[dinadvani via AccessMonster.com]

Thanks Allen for your reply, but I think I was still unclear.

Let me explain what I need. You are right I need 2 reports but the problem is
I am not able to prepare these reports. The main report contains the details
such as account, revenue no, date collected, sales amount and revenue amount.
Now what I have done to this report is I have put date criterias, so the data
gets filtered as per dates.

Now since this report runs thru pages what I need is summary containing
Account name, Sales Amount and Revenue Amount. But I dont know how to prepare
this report.

I tried preparing this report but I ended up with all the account names
getting repeated and the total of revenue in all the accounts, as below:

Account Name Sales Amount Revnue Amount
ABC Co. 50000 45000
ABC Co. 50000 45000
VUE Co. 50000 45000

But actually What I am looking at is when the date criteria is given the
details change automatically, but I should have this summary report as well
which gets changed and say if its for first half of the year and for the ABC
account then it should show ABC Co. once and the total sales for 6 months and
revenue for six months.

Please advice.

And sorry for creating confusion, but few of things I realized know itself.

Thanks,
DA

I think you are saying that you have 2 reports (a main and a subreport), and
you want them both to be filtered by the same dates?

The samplest way to do that is to create a form, with 2 text boxes where the
user enters the limiting dates. You might name them txtStartDate and
txtEndDate, and they might be on Form1.

Presumably you have a query that supplies the data to the main report, and
that query has a date field. In the Criteria row under the date field,
enter:
Betwween [Forms].[Form1].[txtStartDate] And [Forms].[Form1].[txtEndDate]

Put the same critieria in the query that is the Record Source of the
subreport.

Now, open the form, and enter the dates. When you run the report, both the
main report and subreport will read the dates from the form. The totals in
the subreport should therefore match.

If you need further help with creating the query, see Method 1 in this
article:
Limiting a Report to a Date Range
at:
http://allenbrowne.com/casu-08.html

Hi Allen,

[quoted text clipped - 47 lines]

 

[Allen Browne]

I'm not sure I'm following what you intend.

In Access, you can add a Group Header or Group Footer to your report, though
the Sorting And Grouping dialog (View menu.)

Typically you add a group footer, grouped on whatever field you need to show
your total by. The group footer can show a summary (sum, count, average,
....) of all the values in each column. You don't need a subreport to do
that. And since the group footer covers just the records in that grouping,
there is no problem with criteria either. And since the footer appears at
the end of each grouping, it does appear throughout the report.

Can you use a group footer like that to achieve your ends?

--
Allen Browne - Microsoft MVP. Perth, Western Australia

Reply to group, rather than allenbrowne at mvps dot org.

Thanks Allen for your reply, but I think I was still unclear.

Let me explain what I need. You are right I need 2 reports but the problem
is
I am not able to prepare these reports. The main report contains the
details
such as account, revenue no, date collected, sales amount and revenue
amount.
Now what I have done to this report is I have put date criterias, so the
data
gets filtered as per dates.

Now since this report runs thru pages what I need is summary containing
Account name, Sales Amount and Revenue Amount. But I dont know how to
prepare
this report.

I tried preparing this report but I ended up with all the account names
getting repeated and the total of revenue in all the accounts, as below:

Account Name Sales Amount Revnue Amount
ABC Co. 50000 45000
ABC Co. 50000 45000
VUE Co. 50000 45000

But actually What I am looking at is when the date criteria is given the
details change automatically, but I should have this summary report as
well
which gets changed and say if its for first half of the year and for the
ABC
account then it should show ABC Co. once and the total sales for 6 months
and
revenue for six months.

Please advice.

And sorry for creating confusion, but few of things I realized know
itself.

Thanks,
DA

I think you are saying that you have 2 reports (a main and a subreport),
and
you want them both to be filtered by the same dates?

The samplest way to do that is to create a form, with 2 text boxes where
the
user enters the limiting dates. You might name them txtStartDate and
txtEndDate, and they might be on Form1.

Presumably you have a query that supplies the data to the main report, and
that query has a date field. In the Criteria row under the date field,
enter:
Betwween [Forms].[Form1].[txtStartDate] And
[Forms].[Form1].[txtEndDate]

Put the same critieria in the query that is the Record Source of the
subreport.

Now, open the form, and enter the dates. When you run the report, both the
main report and subreport will read the dates from the form. The totals in
the subreport should therefore match.

If you need further help with creating the query, see Method 1 in this
article:
Limiting a Report to a Date Range
at:
http://allenbrowne.com/casu-08.html