do I want a report or a query?

  • Thread starter Thread starter Renauda
  • Start date Start date
R

Renauda

Hi : ) I don't know how to choose the best option to gather my needed data.
Report or query?
1. I do need to group by sales person
2. I do need to group by dates
3. I'd like to go in and get month-to-date totals on each sales person's
units sold, number of customers talked-to, etc. I have the fields in my
table. And no, I don't have to pull data from different tables.

I do a report 3 times a week and have to selection print the month to date
info on each salesperson's stats, then count by hand the totals. Silly waste
of time.

What is the best source to teach me step by step how to make the report or
query that I need?

Any help or direction would be greatly appreciated. : )
 
Hi : ) I don't know how to choose the best option to gather my needed data.
Report or query?
Click to expand...

Neither. A Report is a means to print data to paper, not to gether it; a Query
is used "under the hood" to select, sort and arrange data. To "gather" (in the
sense of getting data from a user into a table) data you would use a Form,
probably based on a query.
1. I do need to group by sales person
2. I do need to group by dates
3. I'd like to go in and get month-to-date totals on each sales person's
units sold, number of customers talked-to, etc. I have the fields in my
table. And no, I don't have to pull data from different tables.
Click to expand...

A Report based on a Query would do this very simply.
I do a report 3 times a week and have to selection print the month to date
info on each salesperson's stats, then count by hand the totals. Silly waste
of time.
Click to expand...

A date criterion of
= DateSerial(Year(Date()), Month(Date()), 1)
Click to expand...

on the date field will pull all records from the first of the current month
onward.
What is the best source to teach me step by step how to make the report or
query that I need?
Click to expand...

Probably can be found in one of:

Jeff Conrad's resources page:
http://www.accessmvp.com/JConrad/accessjunkie/resources.html

The Access Web resources page:
http://www.mvps.org/access/resources/index.html

Roger Carlson's tutorials, samples and tips:
http://www.rogersaccesslibrary.com/

A free tutorial written by Crystal:
http://allenbrowne.com/casu-22.html

A video how-to series by Crystal:
http://www.YouTube.com/user/LearnAccessByCrystal

MVP Allen Browne's tutorials:
http://allenbrowne.com/links.html#Tutorials
 
You need both a query and a report to complete your task.

Query is where you insert all your required fields and set your criteria
including summing.

Use a report to associate the query and set your fields in the report.
Include grouping by date and salesman fields. Insert sum field in the group
footer.

Your report is ready.
 
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