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#1
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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
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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
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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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