Re: Report development and customization

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DB,
You mention "John and Mike's expenses for this month equals the budget item
of exective director" but no where in your samples or field names do I see:
John
Mike
expenses
month
budget item
exective director

--
Duane Hookom
MS Access MVP
--

"db" <db@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
news:A6F79B45-BF2C-4DB7-9A00-14251D1E423B@xxxxxxxxxxxxxxxx
> sorry for the terms it's been a while. I have 1 table with the following
> field names:
>
> vendor/emp number
> vendor/emp name
> title
> annual_budget
> fringe_amount
>
> The table is linked by vendor emp number to table 2 The second table,
> contains the following field names.
>
> vendor emp number
> vendor emp name
> post_date
> posted_amt
> frge_amount
>
> in my report I need to display the following
>
> payroll(title) current posted transactions YTD actual
> &
> accrual
>
> director
> assistant director
> finance director
>
> The data that is needed to calculate the director field, is the result of
> two different vendor emp numbers. I need to write a query that adds both
> employee expenses for the month and gives me the total sum. This problem
> only applies to one title (director)
>
> In other words, John and Mike's expenses for this month equals the budget
> item of exective director.
>
> Hope this is better. THANKS FOR ALL YOU HELP!!
>
> --
> DB
>
>
> "Duane Hookom" wrote:
>
>> You should try to use generic Access terms. "multiple titles" can we
>> assume
>> that you have a field in your query/report that stores a title with
>> values
>> like "executive director" and "assistant"?
>>
>> Bottom line, please describe your tables and how you would like your
>> report
>> to filter, group, and display records. It would be really helpful if you
>> could provide some sample records and how you would expect them to appear
>> in
>> your report.
>>
>> --
>> Duane Hookom
>> MS Access MVP
>> --
>>
>> "db" <db@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
>> news:D4B09A7E-ACB0-4F2B-8068-74DFF18EFB64@xxxxxxxxxxxxxxxx
>> > sorry for not being clear.... Here it is. I need to write a query that
>> > is
>> > the record source for a report with multiple titles. For example,
>> > director,
>> > exective director, assistant. However, multiple individuals in the
>> > data
>> > actually account for the budgeted titles. For example, john and mary
>> > would
>> > be grouped together to reflect the director totals. Therefore, I need
>> > to
>> > write a query that a. identifies the name or emp number within the
>> > name/emp
>> > field and then sum's that specific emp number or numbers records. I
>> > actually
>> > have half the query written, but it's not locating the two names and
>> > giving
>> > me a sum. YOUR ASSISTANCE IS GREATLY APPRECAITED.
>> > --
>> > DB
>> >
>> >
>> > "Duane Hookom" wrote:
>> >
>> >> I don't understand what you mean by "break it down into smaller
>> >> queries".
>> >> There is usually no problem with tables with many thousands of
>> >> records.
>> >>
>> >> You can't sum text boxes in group or report headers or footers. You
>> >> can
>> >> sum
>> >> expressions based on fields from your report's record source.
>> >>
>> >> I both questions, you didn't provide enough information so these are
>> >> only
>> >> guesses.
>> >>
>> >> --
>> >> Duane Hookom
>> >> MS Access MVP
>> >> --
>> >>
>> >> "db" <db@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
>> >> news:B36E328E-D9BE-4FBE-B998-6A8E851722DA@xxxxxxxxxxxxxxxx
>> >> > THANKS!!!! very helpful. Another question. I am trying to decide
>> >> > if
>> >> > I
>> >> > should do one large query, which will be the control source for the
>> >> > report.
>> >> > Or should I break it down into smaller queries. I am thinking
>> >> > smaller
>> >> > queries and linking the tables. However, I wanted to get your
>> >> > opinion.
>> >> > Also, when calculating a grand total, I have been able to use the
>> >> > sum
>> >> > function in the report to handle this. However, I am finding it
>> >> > difficult
>> >> > when using the boxes not linked to a query that is the control
>> >> > source
>> >> > for
>> >> > all
>> >> > of the data. Can you not sum multible text boxes on a report?
>> >> >
>> >> > I hope I was clear......
>> >> > --
>> >> > DB
>> >> >
>> >> >
>> >> > "Duane Hookom" wrote:
>> >> >
>> >> >> You can easily set criteria from values entered into controls on
>> >> >> forms. I
>> >> >> am
>> >> >> not sure what you mean by "use the form as my report". Forms should
>> >> >> be
>> >> >> for
>> >> >> displaying and editing records while reports are for publishing
>> >> >> your
>> >> >> records.
>> >> >>
>> >> >> --
>> >> >> Duane Hookom
>> >> >> MS Access MVP
>> >> >>
>> >> >>
>> >> >> "donovan brown" <donovanbrown@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in
>> >> >> message
>> >> >> news:95B17051-C1CF-484C-B285-12A332F9DE84@xxxxxxxxxxxxxxxx
>> >> >> >I am developing a database to store all financial data needed to
>> >> >> >produce
>> >> >> > monthly reports. the database is primarily for developing
>> >> >> > reports
>> >> >> > only.
>> >> >> > I
>> >> >> > am trying to decide which is the best way to approach this. I
>> >> >> > will
>> >> >> > have
>> >> >> > to
>> >> >> > produce a report in a standard format. In other words the report
>> >> >> > categories
>> >> >> > will never change however, the data will depending on the date
>> >> >> > parameters
>> >> >> > entered. I really don't want to go throught hassle of
>> >> >> > customizing
>> >> >> > the
>> >> >> > report
>> >> >> > monthly and would rather have a query (data source) that links to
>> >> >> > a
>> >> >> > form
>> >> >> > and
>> >> >> > essentially use the form as my report.
>> >> >> > However, I am not exactly sure that it is possible and is this
>> >> >> > really
>> >> >> > the
>> >> >> > best way to approch this. YOUR ADVICE WOULD BE GREATLY
>> >> >> > APPRECIATED
>> >> >> > --
>> >> >> > DB
>> >> >>
>> >> >>
>> >> >>
>> >>
>> >>
>> >>
>>
>>
>>


.

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