Report Grouping

[brobb]

I have a report that tells that is grouped by jobs and then expenses, income
and total in a sum query. I have 4 accounts listed in the table. I want the
report to give me sums of expenses and income per account and then sum total
of job. Can anyone help me?

 

[Ken Snell \(MVP\)]

Add a textbox to the Group Footer section for the Account field's
"grouping", and put an expression in its Control Source to Sum the
appropriate field.

 

[brobb]

Thank you so much for your response. I am self taught in Access and I do not
know how to add this text box. I hate to impose further but can you tell me
how to do that.

 

[Tom Wickerath]

Display the field list, if it is not already displayed: View > Field List
Drag a field from the field list, and drop it onto your report.

You may need to first create the appropriate Group Header and Footer for the
field in question, or perhaps just display a group Footer if the appropriate
Group Header is already shown. For example, if your report is currently
grouped by accounts, but you do not see a corresponding group footer for
accounts, then you will need to add one. To do this, click on View > Sorting
and Grouping in report design view.

You can add an unbound text box (ie. a text box that has no field specified
as it's Control Source) to the Accounts footer section. One way of doing this
is to first display your tool box, if it is not already displayed: View >
Toolbox. Your toolbox may be free floating, or it may be docked. Hover over
the various controls indicated in your toolbox, until you see a tool tip that
indicates Text box (ab|). Drag a text box to the Accounts footer section. Set
it's control source to an expression that involves the appropriate field name
that displays numeric data:

=Sum([FieldName])

where you substitute FieldName above with the actual name of your field.

Here is an overview on creating reports (45-55 minutes) that you might find
helpful:

http://office.microsoft.com/training/training.aspx?AssetID=RC010780631033


Tom Wickerath
Microsoft Access MVP
https://mvp.support.microsoft.com/profile/Tom
http://www.access.qbuilt.com/html/expert_contributors.html
__________________________________________

 

[brobb]

This did not give me result I wanted I currently have the report grouped by
job I have this information displayed

Job

Income (sum of all accts) Expenses (sum of all accts) Total (sum
of all accounts)

I want

Job

Acct 1 Income (sum of account 1) Expenses (sum of Acount 1)
Acct 1 Income (sum of account 2) Expenses (sum of Acount 2)
Acct 1 Income (sum of account 3) Expenses (sum of Acount 3)
Acct 1 Income (sum of account 4) Expenses (sum of Acount 4)
Summed total of all accounts income less expenses

Display the field list, if it is not already displayed: View > Field List
Drag a field from the field list, and drop it onto your report.

You may need to first create the appropriate Group Header and Footer for the
field in question, or perhaps just display a group Footer if the appropriate
Group Header is already shown. For example, if your report is currently
grouped by accounts, but you do not see a corresponding group footer for
accounts, then you will need to add one. To do this, click on View > Sorting
and Grouping in report design view.

You can add an unbound text box (ie. a text box that has no field specified
as it's Control Source) to the Accounts footer section. One way of doing this
is to first display your tool box, if it is not already displayed: View >
Toolbox. Your toolbox may be free floating, or it may be docked. Hover over
the various controls indicated in your toolbox, until you see a tool tip that
indicates Text box (ab|). Drag a text box to the Accounts footer section. Set
it's control source to an expression that involves the appropriate field name
that displays numeric data:

=Sum([FieldName])

where you substitute FieldName above with the actual name of your field.

Here is an overview on creating reports (45-55 minutes) that you might find
helpful:

http://office.microsoft.com/training/training.aspx?AssetID=RC010780631033


Tom Wickerath
Microsoft Access MVP
https://mvp.support.microsoft.com/profile/Tom
http://www.access.qbuilt.com/html/expert_contributors.html
__________________________________________

Thank you so much for your response. I am self taught in Access and I do not
know how to add this text box. I hate to impose further but can you tell me
how to do that.

 

[Tom Wickerath]

It appears as if you need to add an additional level of grouping for Account
number. Did you mean to indicate Accounts 2, 3, and 4 instead of Account 1 in
each case? Use View > Sorting and Grouping in report design view to add a
group header and footer for Account below your existing grouping for Job.
After dismissing this dialog, add an unbound text box to the new group footer
for the Account with expressions that sum the appropriate numeric fields as
indicated previously.


Tom Wickerath
Microsoft Access MVP
https://mvp.support.microsoft.com/profile/Tom
http://www.access.qbuilt.com/html/expert_contributors.html
__________________________________________