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  1. #1
    Stam is offline Novice
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    Building reports like a dashboard

    Hi everyone,
    As posted before (https://www.accessforums.net/showthr...044#post494044) I am building a database for managing projects.

    So after finishing with the forms it’s time to mesh with the reports.

    I’m thinking of having two kinds of them, one with the financial data and one with project data, deliverables times, etc.

    What I want to do, but I have no clue how to it, is to have both reports like dashboards, meaning having a combo to select and show the project data, but summarizing them. For example, how many invoices where issued for a subproject, not listing them and get a long report with meaningless info.

    I guess the best way is to build a long query… which will include everything I want to depict in the reports?

    What do you think?

    Many thanks!

  2. #2
    Micron is offline Virtually Inert Person
    Windows 10 Access 2016
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    Reports have limited use and capability with interaction. Your form should be the dashboard that handles these inputs and filters the report accordingly.
    The more we hear silence, the more we begin to think about our value in this universe.
    Paraphrase of Professor Brian Cox.

  3. #3
    Stam is offline Novice
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    Hi Micron,
    Yep, that;s the form I;m currently building.
    However, the big question is, how can I create a single form that will contain for example queries which will sum up data, which will show data stoed in multiple tables, a query that runs a module,etc.
    Can this be a long query, many queries? How can I link them to that report?
    Is that doable or am I going to crash on a wall?

  4. #4
    Join Date
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    Use subforms?
    Please use # icon on toolbar when posting code snippets.
    Cross Posting: https://www.excelguru.ca/content.php?184
    Debugging Access: https://www.youtube.com/results?sear...bug+access+vba

  5. #5
    Micron is offline Virtually Inert Person
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    The reality is that you shouldn't be opening a bunch of queries to do stuff. You open forms and reports.
    A combo could contain a reports list and when one is chosen, that report opens based on the query you created for it. If you need to include criteria, dashboard controls can provide criteria, or if that starts to look messy, open a search form based on what user does on the dashboard. The former approach would mean you'd need to disable or hide controls that don't apply to the chosen report. In the latter approach, you'd do the same but it looks neater on a search form. In that case, your report chooser would be on the report search form. A listbox also works nicely for the reports list.
    The more we hear silence, the more we begin to think about our value in this universe.
    Paraphrase of Professor Brian Cox.

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

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