Sorting, Grouping and Running Sum in Form

[PNGBill]

Hi,

Can a form allow Sorting and Grouping and a Running Sum as a Report does??

I thought Forms and Reports were virtually the same in there abilities but it looks like I am wrong.

OrderBy and FilterOn can of course do a lot of the Sorting and Grouping part but not the Running Some for a text box control on a Continuous Form.

I can have the Sum on the Form Footer or Header but it won't show the value as the records scroll.

Any guidance most appreciated.

 

[SteveSchapel]

Hi Bill,

No, there is no built-in equivalent for a running sum for forms.

And no, there are a lot of differences between forms and reports!

Maybe if you could describe the specific scenario you are trying to achieve, someone will be able to come up with a helpful idea.

 

[PNGBill]

I am simplifying our Statements and using Report to do the hard work of Sorting, Grouping, Running Sum with Header and Footer info.
This is working ok so far but would like the concept of a Form version as most often, when we pull up a Statement, we do not Print it, just view it and a Form appears faster.

The one sql and one report (sql will be included soon so really just the report) will replace a shoe box full of queries, temp tables and macros.

I know I can have a Form and Sub Form that will give me an appearance of a Statement but still be difficult to achieve the Running Sum.

Appreciate any ideas?

 

[SteveSchapel]

Bill,

... and a Form appears faster.

Really? Why is that? That's not my experience. If the primary purpose is data presentation, as against date entry/editing/manipulation, then a report's the go, in my opinion.

What version of Access are you using? If 2007 or 2010, have you tried the Report view of a report? Has some nice "form-like" features such as built-in filtering, control events, etc.

 

[PNGBill]

Thanks Steve,

We use 2000. Looks like Report is the way to go and just preview and then if req'd, print.

Report certainly appears to have the features needed for this task.

Maybe the Slow issue was more to do with the convoluted way we ran our Statements then the final Report process.

 

[PNGBill]

The Report returns all records using an sql to populate the detail section.
The Customer Number is a Group and the Loan Number another Group.
The idea is that in our existing Form that shows Customers history, a command button in the main form will filter the report to display the Customer Group with all loans listed as sub groups.
Could be anything from One Loan to 10 or more over the history.

A Command Button on each record in the continuous subform will result in a report filtered just to the individual loan sub group.
This button will filter on Cust Num and Loan Num.

We would only produce a Full Report at year end to be .pdf'd as an archive for "Audit" purposes.