Access --> Excel automate (1 Viewer)

cluendo

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Dear colleagues,

Is it possible to pass the Access report to excel (by clicking a button) and do the following things automatically: If record contains groups, then group by category in the excel and sum the total price from [price] field in the Report, then from each group deduce specific percentage and calculate the final price.

I'm not sure if it is even possible. If not, then can someone explain me how would I need to approach this kind of problem.

If yes, can someone explain more detail how I need to do it?

Thank you in advance!
Cluendo
 

Sketchin

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I had a similar issue and used a "Category" table where I could classify each type of Client. In that table I had a "DiscountMultiplier" field where I would put the percentage discount each type of client would get. Then in my query, I just multiplied my total price * [DiscountMultiplier] in an expression.

I would do all of this in Access, and then export it, as it seems like that would be the more correct way of doing it.
 

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