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display data in report



 
 
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  #1  
Old April 30th, 2009, 08:23 PM posted to microsoft.public.access
SylvieB
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Posts: 56
Default display data in report

I need to write a report that shows the stage of an opportunity. There are 4
stages (DG1, DG2, DG3, DG4); The report I have created has a column for each
stage. The information that needs to show under each column is customer,
order value and award date that are associated with the stage.
On the form, I created a check box for each stage. So when the opportunity
passes from one stage to another, the user just put a check mark on the box
and the info is recorded on a table with the customer name, order value and
award date. That works great.
On the report, how can I display the customer, order value and award date
that will show only under the correct stage?

  #2  
Old April 30th, 2009, 08:41 PM posted to microsoft.public.access
Arvin Meyer MVP
external usenet poster
 
Posts: 640
Default display data in report

It sounds to me like you have a field for each stage, which is poor design.
You should have a single stage field that is changed as each stage is
achieved. That said, look up Cross-Tab queries in the help files. You should
be able to accomplish what you want using a cross-tab.
--
Arvin Meyer, MCP, MVP
http://www.datastrat.com
http://www.mvps.org/access
http://www.accessmvp.com


"SylvieB" wrote in message
...
I need to write a report that shows the stage of an opportunity. There are
4
stages (DG1, DG2, DG3, DG4); The report I have created has a column for
each
stage. The information that needs to show under each column is customer,
order value and award date that are associated with the stage.
On the form, I created a check box for each stage. So when the opportunity
passes from one stage to another, the user just put a check mark on the
box
and the info is recorded on a table with the customer name, order value
and
award date. That works great.
On the report, how can I display the customer, order value and award date
that will show only under the correct stage?



  #3  
Old May 4th, 2009, 03:38 PM posted to microsoft.public.access
SylvieB
external usenet poster
 
Posts: 56
Default display data in report

Hi Arvin
Thank you very much for your prompt response. You are right. What i wanted
to accomplish when i designed it was to keep a record when the stage changes
with a date. So basically when the user puts a check mark on the phase,
today's date get assigned automatically and is saved on the table for report
purposes. I do agree with what you suggest but in this case how would you
assign a date when the stage changes and record it in a table. Thank you

"Arvin Meyer MVP" wrote:

It sounds to me like you have a field for each stage, which is poor design.
You should have a single stage field that is changed as each stage is
achieved. That said, look up Cross-Tab queries in the help files. You should
be able to accomplish what you want using a cross-tab.
--
Arvin Meyer, MCP, MVP
http://www.datastrat.com
http://www.mvps.org/access
http://www.accessmvp.com


"SylvieB" wrote in message
...
I need to write a report that shows the stage of an opportunity. There are
4
stages (DG1, DG2, DG3, DG4); The report I have created has a column for
each
stage. The information that needs to show under each column is customer,
order value and award date that are associated with the stage.
On the form, I created a check box for each stage. So when the opportunity
passes from one stage to another, the user just put a check mark on the
box
and the info is recorded on a table with the customer name, order value
and
award date. That works great.
On the report, how can I display the customer, order value and award date
that will show only under the correct stage?




 




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