Automatic Report Generation - Access VBA

[initiator]

Hi all,

I am fairly new to both access and vba. We have a large access database of customers, and the access file gets updated daily by an excel file that contains data of new customers. Basically the excel sheet gets appended to the main access database every day. A task I have been assigned at work includes:-

a) Generating automated reports that include some SQL queries (customer name, amount outstanding, customer type etc) and some graphs on BOTH the daily data (excel file) and the total portfolio (access db) at the click of a button.



The question is very general, but I just need to pointed in the rigth direction as to how to get started.

thanks

[maximus]

This is too general my friend.

My questions:
1) Tables and Relationships. Whitout having an idea of the very difficult to suggest anything.
2) Report Details. details that you want to put in your report.
3) Do you have to create a report in excel.

[initiator]

let me try to answer your concerns...

a) The access table, let's call it 'Main' has 15 or so columns including
[customer id], [customer name], [current date], [date of origination] [customer type], [outstanding amount], [rating], [industry] etc...


I want to group them by industry (say total amount outstanding to Manufacturing industry)

I also want some similar groupings by Rating (outstanding amount to customers with rating '2')

b) I then want to generate reports or pdf files including the results of the Queries and the graphs (bar charts etc) based on those queries.

But I want it done automatically by running vba code.


Only one report will be generated daily which includes an analysis (query results, graphs) of today's data from excel file and also performs a comparison of today's data with yesterday's (or any date's data). For the second part, the data will come both from the access db and excel file.

c) Guess it's already answered.

thanks