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  1. #1
    Brigitt is offline Novice
    Windows XP Access 2007
    Join Date
    Oct 2010
    Posts
    5

    how to set up filter in form

    Hi,
    Am now creating a form in ms access, but I got stucked...
    I would use this form for rather reporting data (not for adding data into the database).The form is linked to one table only (I have imported the database from excel), containing columns like customer name, customer category, month, product name sold, volume sold in qty, volume sold in €....etc.
    What I would like to get with the help of this form is the following:
    -first I select from eg: customer category X
    -in the field, "customer name" only those customerts are visible, which belong to customer category X, ----> I select customer A
    -than, in field "product name" only those items are visible, what "customer A" has purchased, and I choose "product 1"
    ...
    after I set up all filters I wanted in all fields, press the buttom eg "export to excel", and all data (based on the selections were done in previous steps) will be loaded into a new excel file.



    What I do not know how to match one field with the other, how to set up the condition if Customer X is filtered, only relevant products will be indicated.
    At the moment despite of selecting "Customer category X", all existing customer will be shown in "customer name", not only those ones have customer category X in the table.
    I would appreciate any help!

    Thanks in advance!

  2. #2
    NTC is offline VIP
    Windows Vista Access 2007
    Join Date
    Nov 2009
    Posts
    2,392
    well one embedded approach is to get to know the filtering capabilities in the product that are found up in the Sort & Filter area of the Home tab when the form is open. If you don't yet have one be sure to get a textbook, easily found at Amazon or a big book store, and it will surely have many examples of using this feature set.

    on the otherhand, when a db app is written it is often the intent to not to have non-tech user need to know or learn the ribbon - - in which case data presentation is managed via query techniques. Not sure if that is really where you are going so maybe not an issue.

    Hope this helps a little.

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

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