Display Quarterly Data on Single Report

[corrinebean]

I'm all self-taught on Access...so please be gentle!

I'm trying to create a report which displays data for multiple quarters per individual on one page; I was able to stack my fields correctly so that the indicators are in the detail section of the report, but when it comes to the date, it's still grouping it under the individuals name by date.
... ultimately, I'd like to set it up so that I can select the reporting period before the report runs (By quarter, by year, etc.) - but that's another question!

Should I be setting this up as a query instead?


As an example, I would like the following:

NAME (Header)

Qtr 1 Qtr 2 Qtr 3 Qtr 4
​

Indicator 1 xx xx xx xx
Indicator 2 xx xx xx xx
Indicator 3 xx xx xx xx
etc.

What I'm getting now is:

NAME (Header)

Date
​

Indicator 1 xx
Indicator 2 xx
Indicator 3 xx

Date
​

Indicator 1 xx
Indicator 2 xx
Indicator 3 xx

 

[plog]

This is more of a Query question than a Report question. My point isn't that this should be moved to that forum, its that you should try to tackle this issue in a query not in a report.

With that said, what is the data source of this report? Is it a table or query? What are the underlying fields of that datasource?

Without that information I can only give a general method for producing what you want. Whatever source your report is based on now, you will need to change it to this new query you need to build. That query will have all the fields you need for the report, including putting each record into the proper quarter so that when the report is run you can view it like you want.

If you provide answers to the questions I asked I can help you more specifically.

 

[corrinebean]

My data source is a table - I have a group of individuals that I'm collecting data (indicators) on a quarterly basis; so each quarter each individual will have a new record in the table with a new data collection date and new data. I'd like to be able to display for each individual their data over an 8-quarter period for trending.

Playing around with it - I have now created a query which displays the individuals name, followed by the data quarter, and then each of the indicators w/data ...so now each individual has multiple rows in this query with each quarter's data given. ... now I'd like to actually mvoe it into a report format that is usable.

 

[vbaInet]

Playing around with it - I have now created a query which displays the individuals name, followed by the data quarter, and then each of the indicators w/data

How did you achieve this? If you didn't already know, you could use a Crosstab query to get the quarterly figures.

To get your report, you will need:

1. A query to get the ID and Name of each individual
2. Quarterly figures query + ID of the individual it relates to

The query in step 1 will be in the main report and the query in step 2 will be a subreport that is linked to the main report via the ID.