Microsoft Access 2010 Chapter 4 Creating Reports and Forms Objectives • • • • • • • Create reports and forms using wizards Modify reports and forms in Layout view Group and sort in a report Add totals and subtotals to a report Conditionally format controls Resize columns Filter records in reports and forms Creating Reports and Forms 2 Objectives • • • • • • • • Print reports and forms Apply themes Add a field to a report or form Include gridlines Add a date Change the format of a control Move controls Create and print mailing labels Creating Reports and Forms 3 Housekeeping • Create a Chapter 4 folder • Copy Camashaly Design database from Ch. 3 to chapter 4 folders • Open the Camashaly Design From Chapter 4 • Read the project on pages 210-213 Creating Reports and Forms 4 Project – Reports and Forms Creating Reports and Forms 5 Project – Reports and Forms Creating Reports and Forms 6 General Project Guidelines • Determine whether the data should be presented in a report or a form • Determine the intended audience for the report or form • Determine the tables that contain the data needed for the report or form • Determine the fields that should appear on the report or form Creating Reports and Forms 7 General Project Guidelines • Determine the organization of the report or form • Determine the format of the report or form • Review the report or form after it has been in operation to determine whether any changes are necessary • For mailing labels, determine the contents, order, and type of label Creating Reports and Forms 8 Different Views • Report View – shows the report on the screen • Print Preview – shows it as it will appear printed • Layout View – like report view, but allows you to make changes • Design View – Allows you to make changes, but doesn’t show you the actual report • We will use Layout View! Creating Reports and Forms 9 Report Sections • Report Header – prints once at the beginning of the report • Page Header – prints at the top of each page • Detail section – prints once for each record • Page Footer – prints at the bottom of each page • Report Footer – prints once at the end of the report • Group Header – prints before records in a group • Group Footer – prints after records in a group Creating Reports and Forms 10 Grouping and Sorting in a Report • You should have 2 reports that were created in earlier chapters in your database. • You will modify these to add grouping and sorting • Do pages 217-220 • READ the section o grouping and sorting options on page 220. Creating Reports and Forms 11 Grouping and Sorting in a Report Creating Reports and Forms 12 Adding Totals and Subtotals • Controls – – Bound – displays data from the database – Unbound – other things, (title, date, page #) – Calculated – totals, avgs, etc. Anything that is calculated from the data. • You can determine subtotals and totals in a report. • Use the Totals button on the design tab • Do pages 222-223 Creating Reports and Forms 13 Conditionally Formatting Controls • This allows you to format some things in a different color or font to bring emphasis to them. • Do pages 224-229 Creating Reports and Forms 14 Conditionally Formatting Controls Creating Reports and Forms 15 Arrange & Page setup tabs • Turn to page 230 and let’s discuss • Notice the steps to print a report on page 231. DO NOT PRINT! Creating Reports and Forms 16 Multi-table reports • Basically you will be getting information from more than one table. • We do this with queries already • Do pages 232-235 Creating Reports and Forms 17 Creating a Report that Involves Multiple Tables Creating Reports and Forms 18 Other points of interest • You can create a report in layout view as well..see pages 236-238 • You can also use themes to create reports..see pages 238-241 • This is simply aesthetics…has nothing to do with the data, which is what the report is all about. • Open any report…click on the themes button.. Look at some different one. • You can also choose font themes and color themes. Creating Reports and Forms 19 Creating a Summary Report • A report without the detail lines is a summary report. • Page 242 Creating Reports and Forms 20 Using the Form Wizard to Create a Form • 3 Sections to a Form – similar functions as report sections – Header – Detail – Footer • Do pages 243-254 Creating Reports and Forms 21 Creating Labels • Mailing labels are created just like reports. • Do pages 256-259 • DO NOT PRINT LABELS! Creating Reports and Forms 22 Creating Labels Creating Reports and Forms 23 What to do Now? • Homework • www.scsite.com/ac2010 • Do the practice test for Chapter 4. • It is due the next class meeting at 9:00am Creating Reports and Forms • In the Lab – Copy Philamar and Chamber of Commerce databases from Chapter 3 to Chapter 4 – Do In the Lab:Lab 3 – Philamar – pg. 271 – Do Cases & Places #1 – Chamber of Commerce – pg. 271-272 24