Grouping MsAccess 2003 data in a form and than clearing the filtered Data?

[access2010]

Could we please have assistance in Grouping our data in a MsAccess 2003 form and than clearing the filtered Data?

Esther

 

[mike60smart]

When you say "assistance in Grouping our data"

What exactly are you trying to Group By?

 

[GPGeorge]

Could we please have assistance in Grouping our data in a MsAccess 2003 form and than clearing the filtered Data?

Esther

In addition to clarifying what you need to Group By, please explain what it means to "clear the filtered Data". Delete it? Remove it from a displayed result? Something else?

 

[mike60smart]

The normal practice to Group anything is when you produce a Report and not a Form.

 

[access2010]

When you say "assistance in Grouping our data"

What exactly are you trying to Group By?

Thank you for your question, mike60smart.
I am preparing some reports for my boss by using the MsAccess 2003 form that you have received.
A = Some of her fields contain no data (are null), so I will have to find and enter the missing data.
B = After updating the fields, she would like a report sorted and printed according to each of the (categories) combo boxes at the bottom of her form, how would I add a print button for her reports?

I hope that my explanation is clear, as I am the only volunteer in the office until January 7th.
Esther

 

[mike60smart]

Thank you for your question, mike60smart.
I am preparing some reports for my boss by using the MsAccess 2003 form that you have received.
A = Some of her fields contain no data (are null), so I will have to find and enter the missing data.
B = After updating the fields, she would like a report sorted and printed according to each of the (categories) combo boxes at the bottom of her form, how would I add a print button for her reports?

I hope that my explanation is clear, as I am the only volunteer in the office until January 7th.
Esther

You have 5 different options :-
Currency
Portfolio Code
Accountancy Year
Accountancy Month
Transaction Type.

When you Run your Report would the Filter to be applied only be based on 1 Option or could it be on More Than 1 Option?

 

[access2010]

In addition to clarifying what you need to Group By, please explain what it means to "clear the filtered Data". Delete it? Remove it from a displayed result? Something else?

Thank you for your question, GPGeorge.

I would like to "clear the filtered data (from the displayed results) for each of the "Group By" selections after printing the report for each group.

 

[access2010]

You have 5 different options :-
Currency
Portfolio Code
Accountancy Year
Accountancy Month
Transaction Type.

When you Run your Report would the Filter to be applied only be based on 1 Option or could it be on More Than 1 Option?

Thank you for your questions, Mike60.
I thought it would be best to print each of her reports separately since, I have a lot of data to recover for her final reports.

 

[access2010]

The normal practice to Group anything is when you produce a Report and not a Form.

I have a LOT of data to recover and enter for my boss. I thought that printing a report for each of her categories and then group the same category as her report would make entering my data entry into her form easer.

 

[mike60smart]

In the revised database attached I have :-
1. added VB Code to the after Update of the Currency Combobox in the Footer.
2. Now when you select a Currency the Form filters to just that Currency.
3. Click the Clear Filter button to remove the Filter.

You would need to use the same process for each of the other filters you require.

You also need to create a Report with the layout you require and then have a Command Button that Runs a Report based on the
Filter applied to the Form.

 

[access2010]

In the revised database attached I have :-
1. added VB Code to the after Update of the Currency Combobox in the Footer.
2. Now when you select a Currency the Form filters to just that Currency.
3. Click the Clear Filter button to remove the Filter.

You would need to use the same process for each of the other filters you require.

You also need to create a Report with the layout you require and then have a Command Button that Runs a Report based on the
Filter applied to the Form.

Mike, thank you for your database.
The office is currently using MsAccess 2003, and beginning January. 7th we will start converting all databases created from 2010 onward to Office Professional 2016.
I attempted to open your database with Access 2007 but was unable to do so.
Could I please ask you to convert your database to an Access 2003 version?
Thank you VERY much for your help!
Esther

 

[mike60smart]

Mike, thank you for your database.
The office is currently using MsAccess 2003, and beginning January. 7th we will start converting all databases created from 2010 onward to Office Professional 2016.
I attempted to open your database with Access 2007 but was unable to do so.
Could I please ask you to convert your database to an Access 2003 version?
Thank you VERY much for your help!
Esther

Hi Esther

Here is your file in 2003 Format.

It is worth noting that there are issues with the structure of your table.

You are using Lookup Fields which are a NO No in Access. Google "The Evils if Lookup Fields in Access Tables"
Also you are using a Value List for the Currency Field. What happens when you need to add new Currencies?

 

[access2010]

Hi Esther

Here is your file in 2003 Format.

It is worth noting that there are issues with the structure of your table.

You are using Lookup Fields which are a NO No in Access. Google "The Evils if Lookup Fields in Access Tables"
Also you are using a Value List for the Currency Field. What happens when you need to add new Currencies?

Thank you Mike for your assistance. I am sorry that I did not reply sooner, but while in a car in Surbiton, we were rear ended and I will be going back to work on Monday.

Esther

 

[mike60smart]

I think you need to look at normalising your table structure before going further.