Hello,
I am in the midst of converting a dynamic summary from Excel to Access - a rather large report that looking nice in Excel but is rough on resources. Basically for this part, what I'd like to do is group a bunch of cost centers into business segments, and there will be some overlap because I will sometimes want to group all in one, or a few together for a specific director, or I'll want them singularly etc. They want use the numbers to do this, they will use the group name like M or B or All.
Currently, the file was setup to use a table in excel and do a true/false lookup to ensure the right cost centers were captured to roll up. I posted a sample below, but effectively in the excel file when you pick All North America from a list, it sums all those Cost Centers that are true through a Sumifs. Sometimes you want F, sometimes you want GP, their boss will want F&GP together. What is the right way to approach this grouping in Access? Do I need this type of grid or is there a conceptually better way to lay this out? Thanks!
PC ALL North America NA - No Adj. M B 2P BE F&GP F GP GP2 SC C TM BC Adjustments M/J 3000 TRUE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE TRUE FALSE 3071 TRUE TRUE TRUE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE TRUE TRUE FALSE FALSE FALSE 3630 TRUE TRUE TRUE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE TRUE TRUE FALSE FALSE FALSE 3359 TRUE TRUE TRUE FALSE FALSE FALSE TRUE FALSE TRUE FALSE TRUE FALSE FALSE FALSE FALSE FALSE 3706 TRUE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE TRUE FALSE 3729 TRUE TRUE TRUE TRUE FALSE TRUE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE 3730 TRUE TRUE TRUE FALSE FALSE FALSE TRUE TRUE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE 3780 TRUE TRUE TRUE FALSE FALSE FALSE TRUE FALSE TRUE TRUE FALSE FALSE FALSE FALSE FALSE FALSE 3787 TRUE TRUE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE TRUE 3788 TRUE TRUE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE TRUE FALSE TRUE FALSE FALSE 3789 TRUE TRUE TRUE TRUE TRUE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE