Access report custom grouping question

  • Thread starter Thread starter dgao
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dgao

Dear Access experts in this forum:

I'm new to Access writer and are trying to create a financial
statement. I'm trying to figure out a way to custom define the
groupings. Your help is highly appreciated!

The scenario is like this:

I have a table that contains a long list of accounts with balances like
below:

Account No. Balance
1001 $50
1002 $60
1008 $60
2001 $50
2003 $60
........

My goal is to group all the accounts in the range of 1000-1999 together
and show the total balance, and then group all 2000-2999 account
together and show the total. For 1000-1999 group, I'll give it a name
"assets", and for 2000-2999 group, I'll give it a name "liability".

I don't have a table that matches group names to all the accounts, as
the account numbers are constantly added or reduced. So, I'm trying to
define the groups using criterias instead of hard codes.

I'm wondering if there is an easy way to accomplish this? And if
possible, is there a way to drill down this report, i.e. when I click
on a group total level, I can see the details behind the total?

Thanks a lot for your suggestions!
xxr
 
I'm new to Access writer and are trying to create a financial
statement. I'm trying to figure out a way to custom define the
groupings. Your help is highly appreciated!

The scenario is like this:

I have a table that contains a long list of accounts with balances like
below:

Account No. Balance
1001 $50
1002 $60
1008 $60
2001 $50
2003 $60
.......

My goal is to group all the accounts in the range of 1000-1999 together
and show the total balance, and then group all 2000-2999 account
together and show the total. For 1000-1999 group, I'll give it a name
"assets", and for 2000-2999 group, I'll give it a name "liability".

I don't have a table that matches group names to all the accounts, as
the account numbers are constantly added or reduced. So, I'm trying to
define the groups using criterias instead of hard codes.

I'm wondering if there is an easy way to accomplish this? And if
possible, is there a way to drill down this report, i.e. when I click
on a group total level, I can see the details behind the total?
Click to expand...


I think all you need to do is group on the expression:

=AccountNo \ 1000
 
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