[AccessD] Problems Exporting Access Summary Report to Excel

Charlotte Foust charlotte.foust at gmail.com
Thu Oct 31 12:34:35 CDT 2013


That's what I've done too Rocky.  It requires a bunch more code to use
automation, but things get where they're supposed to be.

Charlotte


On Wed, Oct 30, 2013 at 12:54 PM, Rocky Smolin <rockysmolin at bchacc.com>wrote:

> Can you use a summation query as the source of your TransferSpreadsheet to
> get the grouping totals?
>
> When faced with more an a simple flat file export I've often had to resort
> to creating the spreadsheet with automation, and pushing the data directly
> into the cells where I want them to be.  It's more work but the advantage
> is
> that you have total control of the format - column width, row height, font,
> color, formulas, etc.
>
> Rocky
>
>
> -----Original Message-----
> From: accessd-bounces at databaseadvisors.com
> [mailto:accessd-bounces at databaseadvisors.com] On Behalf Of Brad Marks
> Sent: Wednesday, October 30, 2013 11:10 AM
> 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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