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  1. #1
    Luke is offline Advanced Beginner
    Windows XP Access 2007
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    Question Financial Report

    I have created a Financial Report based on a query. My query includes the Entity Name, the Year, the Revenue, Gross Margin, and EBITDA. I have created a report from this query that is formatted like this:



    Entity Name
    Entity Name

    Year Revenue Gross Margin EBITDA
    2009 $$$$$$ $$$$$$ $$$$$$
    2010 $$$$$$ $$$$$$ $$$$$$
    2011 $$$$$$ $$$$$$ $$$$$$
    2012 $$$$$$ $$$$$$ $$$$$$

    However, I want it to look like this:

    Entity Name
    ......................2009 2010 2011 2012 etc.
    Revenue..........$$$$ $$$$$ $$$$ $$$$
    Gross Margin.....$$$$ $$$$$ $$$$ $$$$
    EBITDA.............$$$$ $$$$$ $$$$ $$$$

    The SQL View of my query (which my report is based off of), contains this data:

    SELECT tblEntity.EntityName, tblFinancial.Year, tblFinancial.Revenue, tblFinancial.GrossMargin, tblFinancial.EBITDA
    FROM tblEntity INNER JOIN tblFinancial ON tblEntity.EntityID = tblFinancial.[EntityID]
    ORDER BY tblEntity.EntityName, tblFinancial.Year;

    How can I make the report look the way I want, with the year as column headings? Should I format the SQL View of my query in a different way? Thanks.

    -Luke

  2. #2
    RuralGuy's Avatar
    RuralGuy is offline Administrator
    Windows 7 64bit Access 2010 32bit
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    Look into Pivot tables or Charts.

  3. #3
    Luke is offline Advanced Beginner
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    I messed around with the Pivot Table, saved the query, and tried to run a report based on the query. It gave me the same results though.

  4. #4
    TheShabz is offline Court Jester
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    I assume this is for your boss. Use a report chart (the wizard should suffice). Managers love graphs. It makes them feel special. Many brownie points for you if you do.

  5. #5
    Luke is offline Advanced Beginner
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    Yup it's for my boss ha, I used the report wizard but I'm not sure what you mean by "report chart"? Do you mean by formatting the report in design view?

  6. #6
    TheShabz is offline Court Jester
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    In the report section of the ribbon, you should have the option for a graph or chart wizard. it'll walk you through making a chart out of that query.

  7. #7
    Luke is offline Advanced Beginner
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    I'm not seeing a graph or chart wizard in the report section of the ribbon. Do you know which ribbon it's under? Either Create, External Data, or Database Tools?

  8. #8
    TheShabz is offline Court Jester
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    Should be under "create". Im not really familiar with the location of stuff on the ribbon as I don't use that version of Access.

  9. #9
    Luke is offline Advanced Beginner
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    Ok, I'm still not really finding anything underneath the create ribbon. I attached a version of my database as a .mdb below if you'd like to take a look. Thanks.

    -Luke

  10. #10
    TheShabz is offline Court Jester
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    That wont help as my interface is different from yours. I don't have the ribbon. You can google for "ms access 2007 chart report" and you'll find more info than you have time to read.

  11. #11
    Luke is offline Advanced Beginner
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    Ok thanks for the tip, I'll be sure to do that.

    -Luke

  12. #12
    Luke is offline Advanced Beginner
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    I was messing around with the chart wizard in design view of the report. I don't think a chart is really what I need in order to format the years as column headings in my report though.

Please reply to this thread with any new information or opinions.

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