mark dixon page 1 07 – reports. mark dixon page 2 session aims & objectives aims –to use...

27
Mark Dixon Page 1 07 – Reports

Post on 20-Dec-2015

217 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 1

07 – Reports

Page 2: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 2

Session Aims & Objectives• Aims

– To use reports to produce more readable documents

• Objectives,by end of this week’s sessions, you should be able to:

– create a report that displays information from a table and/or query

Page 3: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 3

What is a Report?• Formatted listing

– Based on a table(s) or query(s)• Price List• List of students on a Degree• Mailing Labels

• May be:– grouped by specified field(s)– sorted by one or more fields

• Summary of Report data

Page 4: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 4

Why use Report…• Why not just use a

Query?– Layout not very

‘friendly’– May want to produce

labels etc.– Headers and Footers

• Date and Time• Page numbers

Page 5: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 5

Why use Report…• Why not just Print a

Form?– Can only view one

record– Wasted space

• Each Form on a single page

– May want a different reporting layout to input layout

Page 6: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 6

How to create Reports…• Wizard:

– Select Table– Select Fields– Select Grouping– Select Sorting– Summary– Layout– Style– Fine Tune

• Design View– Attach Report to a

Table or Query– Insert Fields and label– Format Report– Add Headers and

Footers

Page 7: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 7

Headers and Footers…

Report HeaderTop of first page

Page HeaderTop of each page

Page FooterBottom of each page

DetailsData of each page

Report FooterBottom of last page

Page 8: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 8

An Example…• ACME Sales Price

List

• List of all Products and Prices

Page 9: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 9

Using the Wizard…• Select Report View

• Select Report Wizard

• Select Table or Query

• Select Fields

Page 10: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 10

Using the Wizard…• Select Grouping

– Group output by a specified field(s)

• Sort by Field– Order records by a

field(s)

Page 11: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 11

Using the Wizard…• Summery options

– Select any Summary for Report

• Format Report layout– Indentation etc.

Fields

Values

Layout

Orientation

Page 12: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 12

Using the Wizard…• Select Style

– Look and feel of Report

• Save Report– Give it a Name– Design or View

Page 13: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 13

Using the Wizard…Report Header

SupplierHeader

Details

Page 14: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 14

Using the Wizard…

Details

PageFooter

Page Navigator

Page 15: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 15

Using the Wizard…

Page 16: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 16

Using the Design…

• Select Report View

• Select Design view– Page Header– Details– Report not

attached to query or table

Page 17: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 17

Using the Design…• Report must be

attached to Table or Query

• Select Report

• Set ‘Record Source’ to desired Table or Query

Page 18: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 18

Using the Design…• View | Sorting and Grouping or Right Click

• Select any Grouping– Select Field– Select group Headers

or Footers

FieldsOrder

Options

Page 19: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 19

Using the Design…• Now have Header and

Footer for Group• Select fields from

‘Field List’

• Drag field to relevant place– Create Field and Label

Page 20: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 20

Using the Design…• Insert title of Report

into ‘Report Header’• Add Footer Information

– Date and Page information

Page 21: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 21

Using the Design…

Page 22: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 22

Other Types of Report…• Mailing Label

– Send mail shot to each Customer

• Select– New– Label Wizard– Table or Query

WizardOptions

Tables and Queries

Page 23: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 23

Mailing Labels…• Select label type

Page 24: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 24

Mailing Labels…• Select label text

Page 25: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 25

Mailing Labels…• Select Field layout

AvailableFields

LabelLayout

Page 26: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 26

Mailing Labels…• Select any sorting

• Save Report and open in Design

• Fine tune format of labels– Change text style for

different parts

Page 27: Mark Dixon Page 1 07 – Reports. Mark Dixon Page 2 Session Aims & Objectives Aims –To use reports to produce more readable documents Objectives, by end

Mark Dixon Page 27

Tutorial Exercise: Countries• Task 1: Use a form and sub-form to enter

data for Countries and Continents

• Task 2: Create a query that includes calculated fields for population density and population change