Report Setup

[Guest]

I have a form for inputting invoice information. The form has
quantity,product,price and product category on it (along with other info). I
would like to see a report that gives totals for each product category. Each
product purchased falls under one of 5 product categories. I would like for
the report to list those categories and a sum of all products pruchsed under
each category. I'm not sure hoe to show all the category totals on one
report or factor in quantity? Any help would be great!

 

[Guest]

Hi,
Base the report on a query.
Within the query, group by category and sum the quantity.
This will total all quantities for each category and you can use the result
for the report.
When you design your query, look for the icon on the toolbar that looks like
a backward E.
I've forgotten it's proper name.
Hope this helps.

 

[Guest]

Thanks, I think your headed in the right direction. I was wondering if you
could be a little more specific about how I reach the total once I make the
report. Since the total for each product entry would be
[Quantity]*[ProductPrice]. The total I want under each category would be
sum([Quantity]*[ProductPrice]). So, how would I get that to happen? Where
should I calculate these totals, in the query or on the report?
Thanks a Bunch!

 

[Guest]

Hi,
If it was me I would create a small query to do it.
It is easier to run the query to see if it is giving the results that you
expect.
It also makes the report simpler.
The query would use your invoice details as input and in simple terms would
look like this:-
Field: Category Value: sum([Quantity]*[Price]
Table: Invoice Invoice
Total: Group By Expression
Sort:
Show:

The report can then use the fields Category and Value.
Use the "totals" icon on the toolbar to add in the extra row "Total" shown
above.
It's a Greek letter that looks like an E.

Thanks, I think your headed in the right direction. I was wondering if you
could be a little more specific about how I reach the total once I make the
report. Since the total for each product entry would be
[Quantity]*[ProductPrice]. The total I want under each category would be
sum([Quantity]*[ProductPrice]). So, how would I get that to happen? Where
should I calculate these totals, in the query or on the report?
Thanks a Bunch!

Hi,
Base the report on a query.
Within the query, group by category and sum the quantity.
This will total all quantities for each category and you can use the result
for the report.
When you design your query, look for the icon on the toolbar that looks like
a backward E.
I've forgotten it's proper name.
Hope this helps.