[AccessD] Problems Exporting Access Summary Report to Excel

Brad Marks BradM at blackforestltd.com
Wed Oct 30 13:59:05 CDT 2013


Rusty,

Thanks for the help.

I have experimented with the SQL for the query related to the report in
question.

I understand how the "Group By" can be used to obtain sub-totals for one
"level" such as "GL Account".

What I don't understand is how to also obtain a sub-total for each
month.

Is this possible with SQL? (Two levels of sub-totals via a query)

Thanks,
Brad 




-----Original Message-----
From: accessd-bounces at databaseadvisors.com
[mailto:accessd-bounces at databaseadvisors.com] On Behalf Of Rusty Hammond
Sent: Wednesday, October 30, 2013 1:47 PM
To: Access Developers discussion and problem solving
Subject: Re: [AccessD] Problems Exporting Access Summary Report to Excel

Brad,

I've usually had better success doing the summary of data in a query and
exporting the query when going to Excel.  As you say, there's no simple
way of exporting the report when there are groupings involved.

Rusty




-----Original Message-----
From: accessd-bounces at databaseadvisors.com
[mailto:accessd-bounces at databaseadvisors.com] On Behalf Of Brad Marks
Sent: Wednesday, October 30, 2013 1:10 PM
To: Access Developers discussion and problem solving
Subject: [AccessD] Problems Exporting Access Summary Report to Excel

All,

In the past, I have experimented with exporting Access Reports to Excel,
but I have never had much success.  

Most of the reports that I have worked with in the past were fairly
complex (dynamic sorts, dynamic filters, conditional formatting,
sub-totals, etc.)

Recently, one of our users has requested that a rather simple Access
report be exported to Excel.
This report reads data from a purchased package's General Ledger tables.

The detail lines of the report are not visible.  There are groupings on
Month/Year and on the General Ledger Account Number.  Here is a small
example of what the report looks like.


Account-AAA  Total $1,000
Account-BBB  Total $2,000
Account-CCC  Total $3,000
   01 2013 Month Total $6,000

Account-AAA  Total $1,100
Account-BBB  Total $2,200
Account-CCC  Total $3,300
   02 2013 Month Total $6,600


There are many records in the underlying GL table.  The use of Access
Report "Groups" makes it very easy to obtain the sub-totals at the two
levels (by Account within Month).

When I try to export the report to Excel, however, things do not turn
out very nicely. For example, the Month and Year fields are not shown.
Instead, "AccessTotalsAmount:" is shown for each cell in this Excel
column.

What I am really trying to ask, is if there is a way to employ report
groupings and then be able to successfully export such a summary report
to Excel.

Perhaps there is another way to do this.

Thanks,
Brad   

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