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  1. #1
    AVT is offline Novice
    Windows 7 32bit Access 2007
    Join Date
    Jan 2012
    Posts
    1

    Question Is it possible to generate and save summary reports in Access

    Hi all,

    I have a made a huge database in excel but since the size has increased too much I am planning to migrate it into Access.
    So far I have learnt how to make basic database in Access but I understand calculated fields can't/should not be made and saved in Access.

    Lets say I have data for 2 years in separate tables as follows:

    Table2011

    Company Net Sales PAT
    A 1000 100
    B 2000 150
    C 3000 120

    Table2010

    Company Net Sales PAT
    A 800 90
    B 2200 180
    C 2500 90



    In excel I was able to make a summary tables as follows

    Summary Table1

    Company Sales growth PAT growth
    A 25% 11%
    B -10% -15%
    C 20% -25%


    Summary Table 2 2011 2010
    Aggregate Sales (A + B + C) 6000 5500
    Aggregate PAT (A + B + C) 370 360
    Sales growth 10%
    PAT growth 1%

    I need these tables for my further VBA programming.
    1. Can I make and save such tables in Access?
    2. Is there any advantage in moving to Access or should I continue using Excel for the same?

  2. #2
    jzwp11 is offline VIP
    Windows 7 64bit Access 2010 64bit
    Join Date
    Jun 2010
    Location
    Dayton, OH
    Posts
    2,901
    Welcome to the forum!

    Access is much different from Excel and will require a different way of thinking about and organizing your data.

    You would not have data split into two tables by year in Access or any relational database. The rule is that like data should be in the same table. Here are more rules that you should be aware of when it comes to relational databases.

    You will need to include a date field or a year field in the table.

    tblSales
    -pkSaleID primary key, autonumber
    -txtCompany
    -currNetSales
    -PAT
    -datefield


    With this design you can use a query to separate each year's data. You would base your report on the query.

  3. #3
    mahmudd is offline Novice
    Windows 7 32bit Access 2010 32bit
    Join Date
    Dec 2011
    Posts
    1
    How do i do an aggregate of a calculated column which contains an iif function?

  4. #4
    jzwp11 is offline VIP
    Windows 7 64bit Access 2010 64bit
    Join Date
    Jun 2010
    Location
    Dayton, OH
    Posts
    2,901
    Why would you need an IIF() function? You would just create an aggregate query that groups on the year and sums the value. If you want the values for each customer for each year, then you would group by customer within year.

    You can aggregate a query field that uses a calculation & functions. You would create a query that uses the query that has the IIF() function and do the grouping in the second query.

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

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