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  1. #1
    PBMike is offline Novice
    Windows 7 64bit Access 2003
    Join Date
    May 2013
    Posts
    2

    Help with grouping data for a report

    Hi everyone, I am a newbie to Access programming so I was hoping someone could help me out.

    For tax purposes, I have consolidated data for 20 rental properties into one big spreadsheet that has the following headings:

    Property Name
    Tax Year (2010, 2011, or 2012)
    Rental Income
    Insurance Expense


    Repair Expense
    Depreciation
    Total Expenses (sum of the previous three fields)
    Net Income (Rental Income minus Total Expenses)


    I uploaded the spreadsheet into one Access table.

    I would like to create a 20 page report, one property per page. Each page would contain data for one property, presented in this fashion:



    123 Main Street, Anytown USA

    2010 2011 2012

    Rental income $10000 $11000 $10500

    Insurance Expense $800 $820 $840

    Repair Expense $150 $500 $200

    Depreciation $1000 $1000 $1000

    Total Expenses $1950 $2320 $2040

    Net Income $8050 $8680 $8460


    Can someone give me some tips on how to do this?

    Thank you!

    Mike

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    52,965
    Does each property have only one record for each of the expense items?

    Maybe use report Grouping & Sorting features with aggregate calcs in the footer.

    Try setting ForceNewPage on the report footer section.

    If you want to provide db for analysis, follow instructions at bottom of my post.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  3. #3
    PBMike is offline Novice
    Windows 7 64bit Access 2003
    Join Date
    May 2013
    Posts
    2
    Quote Originally Posted by June7 View Post
    Does each property have only one record for each of the expense items?

    Maybe use report Grouping & Sorting features with aggregate calcs in the footer.

    Try setting ForceNewPage on the report footer section.

    If you want to provide db for analysis, follow instructions at bottom of my post.
    Yes, each property only has one record for each of the expense items.
    Could you explain a little more about using Grouping and Sorting Features with aggregate calcs? I'm a total newbie.

    Thank you,

    Mike

  4. #4
    June7's Avatar
    June7 is offline VIP
    Windows 7 64bit Access 2010 32bit
    Join Date
    May 2011
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    Search Access Help on the topic. Will be much easier than me repeating the reference materials.

    The report grouping and sorting wizard has changed somewhat since Access 2003.

    You might want to do a grouping on the property name field. Then if you want to show total of expenses, calcs in the group footer like: =Sum([2011])
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

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

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