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  1. #1
    Lisa Perry is offline Advanced Beginner
    Windows XP Access 2010 32bit
    Join Date
    Jun 2012
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    New Hampshire
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    39

    Question Sorting and Grouping in a report

    Hello,

    I need some help on a report. I have a report that is grouped by Client Name (which there are many) and then summing up all their expenses in a given period of time so I have this:



    AAA Company
    =Sum([Expenses]) $14,000

    And then in counts how many records that particular client has...


    Also, this report is based on a query that I built that pulls in our clients and all their expenses and then prompts on a date so you can type in which ever dates you want.

    Now, this is exactly what I need but instead of being sorted by Client Name (grouped by), they want to see the client that has the highest amount expenses first and I cannot figure out how to get that...if I choose the sort under the group it just sorts within that group...not what I want.

    Any ideas?

    Thank you.

    Lisa

  2. #2
    alansidman's Avatar
    alansidman is offline Indifferent
    Windows 7 32bit Access 2010 32bit
    Join Date
    Apr 2010
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    Steamboat Springs
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    2,536
    Look at this video. Does it help?

    http://www.datapigtechnologies.com/f...ccessrpts.html

  3. #3
    Lisa Perry is offline Advanced Beginner
    Windows XP Access 2010 32bit
    Join Date
    Jun 2012
    Location
    New Hampshire
    Posts
    39
    Thank you for your help but the video appears to be the 2003 version which 2010 is different. What I need is some way to keep it grouped by client name and sort on the formula that is summing up the all expenses for that client but then show the client with most expenses first on the report and not alphabetically by client name - when I add the sort into the top level (over the grouped by) under the sorting and grouping function, it does allow me to sort on the expenses but it breaks them up by client because my choice is Expenses not "Sum of Expenses" (the formula) - please forgive me if I am not explaining myself correctly.

    Sort by Expenses - I need "Sum of Expenses" which the report is calculating for me.
    Group on Client Name

    So the report would be sorted by "Sum of Expenses" by client ....the client with the most expenses being first ....

    The only way I could get the sums of expenses was doing a group by Client Name and then expenses for the report.

    Does this make sense?

    Sorry for any confusion.

    Lisa

  4. #4
    alansidman's Avatar
    alansidman is offline Indifferent
    Windows 7 32bit Access 2010 32bit
    Join Date
    Apr 2010
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    Steamboat Springs
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    2,536
    Lisa;
    I just opened my version of AC 2010 and really saw no difference in how grouping and sorting work vs AC 2003 except for where it is located on the ribbon versus the menu. The visuals may be a little different but the procedures are the same. If you would like to post your db for further analysis, it would be helpful.

    Alan

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