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MS Access Forum / Reports / Printing / July 2008

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Comparison Report based on a query of only calculations.

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Amy Schmid - 01 Jul 2008 16:30 GMT
Good morning,

We have an access database that has the tables, forms and queries all
completed.  We have a small portion of the data entered to test things out.  
We need to create a report that is comparative by year and by number of cows.
We would like to have the number of cows be in groups as listed below:

Number of Cows:
0-100
100-500
500-800
800-1000

We are able to generate the report for each client correctly and in the
layout and design consistant with other reports from our database.

We are not sure how to set up a report that will compare Farm 1 with 500
cows to Farm 2 with 600 cows.  

If you need more information, please let me know.  I am not sure what all is
needed in order to get some guidence.

Thank you,
Amy
Signature

Still a Newbie, but learning :0)

Klatuu - 01 Jul 2008 17:46 GMT
Use the report's sorting and grouping to group the herds by size.  Create a
calculated field in the report's record source query using the function
below.  Put the function in a standard module.  In the query builder, it
would look something like this:

HerdSize: CowCount([NumberOfCows])

Then group by HerdSize in the report.

Public Function CowCount(lngHowNow) As Long
   Select Case lngHowNow
       Case Is <= 100
           CowCount = 1
       Case Is <= 500
           CowCount = 2
       Case Is <= 800
           CowCount = 3
       Case Is <= 1000
           CowCount = 4
       Case Else 'Herds over 1000
           CowCount = 5
   End Select
End Function

Signature

Dave Hargis, Microsoft Access MVP

> Good morning,
>
[quoted text clipped - 20 lines]
> Thank you,
> Amy
Amy Schmid - 01 Jul 2008 20:00 GMT
We will try to work on this tomorrow and let you know if we an get it to work
as we need it to.

Thank you,
Amy and Jill

Signature

Still a Newbie, but learning :0)

> Use the report's sorting and grouping to group the herds by size.  Create a
> calculated field in the report's record source query using the function
[quoted text clipped - 44 lines]
> > Thank you,
> > Amy
Klatuu - 01 Jul 2008 20:03 GMT
Okay, post back if you have questions.
One note, the code I posted does not include cows that have been tipped :)
Signature

Dave Hargis, Microsoft Access MVP

> We will try to work on this tomorrow and let you know if we an get it to work
> as we need it to.
[quoted text clipped - 50 lines]
> > > Thank you,
> > > Amy
Amy Schmid - 08 Jul 2008 15:09 GMT
I really tipped my cows now.  Something is not working properly . . .

I have the main form created from the Client table and then have a tab for
each section of my financial statement: Sales, Livestock, Labor, Land,
General, Other Income, Other FS Data, Non-FS Data, Notes and View Report
Calculations.

Each tab has a subform created and then placed on the tab.  The first 8 and
Notes are from the same table (FS Data).  Non FS Data is a separate table.  
Report Calculations is created from a query of muliple calculations.  

Here is the SQL of the query:

SELECT dbo_ajs_Ag_NFS_Data.ID, dbo_Clients.Cltnum, dbo_Clients.Cltname,
dbo_ajs_Ag_NFS_Data.NFSID, dbo_ajs_Ag_NFS_Data.NFSYear,
dbo_ajs_Ag_FS_Data.FSYear, dbo_Clients.Cltname,
([DryCowAvgYr]+[MilkCowAvgYr])/2 AS AvgNumberCows,
(([CWTMilk]*100)/[MilkCowAvgYr])/365 AS Production,
(([FStatementTotalsLessSales]+[SalesTotalLessMilk])/[CWTMilk])-[MilkPriceLessAvgClassIII]
AS OverallCompetitivenessBreakEven,
([FStatementTotalsLessSalesLessIncome]-[SalesTotalLessMilk])/[CWTMilk] AS
OverallCompetitivenessOperatingCostsLessIncome, ([Promotion]+[Hauling and
Trucking])/[CWTMilk] AS MilkMarketingExpense, [LivestockandCrop]/[CWTMilk] AS
CSPerCWTLivestockandCropExpense, [LaborTotal]/[CWTMilk] AS CSPerCWTLabor,
[LandFacilitiesEquipmentTotal]/[CWTMilk] AS CSPerCWTLandFacilitiesEquip,
[GeneralAdministrativeTotal]/[CWTMilk] AS CSPerCWTGeneralAdmin,
[CSPerCWTLivestockandCropExpense]+[CSPerCWTLabor]+[CSPerCWTLandFacilitiesEquip]+[CSPerCWTGeneralAdmin]
AS CSPerCWTTotal, [LivestockandCrop]/[AvgNumberCows] AS
CSPerCowLivestockandCrop, [LaborTotal]/[AvgNumberCows] AS CSPerCowLabor,
[LandFacilitiesEquipmentTotal]/[AvgNumberCows] AS CSPerCowLandFacilities,
[GeneralAdministrativeTotal]/[AvgNumberCows] AS CSPerCowGeneralAdmin,
[CSPerCowLivestockandCrop]+[CSPerCowLabor]+[CSPerCowLandFacilities]+[CSPerCowGeneralAdmin]
AS CSPerCowTotal, [FeedMilkIncomeOver]/[AvgNumberCows] AS
FeedMilkIncomeOverPerCow, [FeedExpenseLessMilk]/[AvgNumberCows] AS
FeedExpensePerCow, [FeedExpenseLessMilk]/[CWTMilk] AS FeedExpensePerCWT, [Vet
and Medicine]/[AvgNumberCows] AS HerdHealthIndicator,
[Breeding]/[AvgNumberCows] AS ReproductionEfficiency,
[AvgNumberCows]/[FTETotal] AS LaborCowsPerFTE, ([CWTMilk]*100)/[FTETotal] AS
LaborNumberMilkPerFTE, [LaborLessOwnerSalariesBenefits]/[FTEEmployee] AS
LaborTotalEEExpensePerFTEEmployee, [Owner Salaries and Benefits]/[FTEOwner]
AS LaborOwnerSalariesBenefitsPerFTEOwner, [TotalLiabilities]/[AvgNumberCows]
AS TotalLiabilitiesPerCow, [TotalLiabilities]/[CWTMilk] AS
TotalLiabilitiesPerCWT,
[InterestExpenseandTotalPrincipalRepayments]/[AvgNumberCows] AS
DebtPaymentsPerCow, [InterestExpenseandTotalPrincipalRepayments]/[CWTMilk] AS
DebtPaymentPerCWT, dbo_ajs_Ag_NFS_Data.AvgClassIIIMilkPrice,
[qry:_ajs_Ag_NFS_Data_Totals].MilkPrice,
[qry:_ajs_Ag_NFS_Data_Totals].MilkPriceLessAvgClassIII
FROM (((dbo_ajs_Ag_NFS_Data INNER JOIN dbo_Clients ON dbo_ajs_Ag_NFS_Data.ID
= dbo_Clients.ID) INNER JOIN dbo_ajs_Ag_FS_Data ON dbo_Clients.ID =
dbo_ajs_Ag_FS_Data.ID) INNER JOIN [qry:_ajs_Ag_FS_Data_Totals] ON
dbo_ajs_Ag_FS_Data.FSDataID = [qry:_ajs_Ag_FS_Data_Totals].FSDataID) INNER
JOIN [qry:_ajs_Ag_NFS_Data_Totals] ON dbo_ajs_Ag_NFS_Data.NFSID =
[qry:_ajs_Ag_NFS_Data_Totals].NFSID
ORDER BY dbo_ajs_Ag_NFS_Data.NFSYear DESC;

Ok, we enter the data in the subforms from our main form (Benchmark
Project).  I had our receptionist enter the data for the remaining clients (I
had entered two clients as a test as I went along).  I now have multple
records on the FS Data table for one client instead of one record per client.
The Non FS Data table is one record per client.  I cannot figure out what
the difference is between them.

We are still confused on the comparative report.

We would like to have the report to run vertical: Header info on the left
margin top to bottom and then each client's info running top to bottom.  Make
sense?  Basically, opposite of what a traditional report looks like.

If there is anyway to send you an screen shot of my trouble issues, can you
please let me know.  It is hard to explain what our issues are.

Thank you so much.  I really, really appreciate your help with this!
Amy
Signature

Still a Newbie, but learning :0)

> Okay, post back if you have questions.
> One note, the code I posted does not include cows that have been tipped :)
[quoted text clipped - 53 lines]
> > > > Thank you,
> > > > Amy
Klatuu - 08 Jul 2008 15:23 GMT
With as many subforms as you have and not knowing the record source of each
subform nor the relationships of the data, it would be impossible for me to
troubleshoot your problem with multiple client records.

As to seeing screen shots, that may or may not help, but would not be
appropriate for the scope of these newsgroups.  The concept here is to
provide assistance and suggestions from which the entire community can
benefit.  So it would be not be correct for me to provide off line
assistance.  In addition, I, like you and many others here, make my living
providing application and database solutions for my employer and other
clients.  If I were to provide this level of assistance, it would not be free
of charge.

As to your report question, you may consider a report/subreport format that
would allow you to present your report in the format you want.

I am sorry I can't be of more assitance.  I hope you understand.  I suggest
you seek professional assistance if you can't work out the problem.
Signature

Dave Hargis, Microsoft Access MVP

> I really tipped my cows now.  Something is not working properly . . .
>
[quoted text clipped - 128 lines]
> > > > > Thank you,
> > > > > Amy
Amy Schmid - 08 Jul 2008 20:53 GMT
Thank you.  I will look for a local professional.

I appreciate your candor.
Signature

Still a Newbie, but learning :0)

> With as many subforms as you have and not knowing the record source of each
> subform nor the relationships of the data, it would be impossible for me to
[quoted text clipped - 147 lines]
> > > > > > Thank you,
> > > > > > Amy
Klatuu - 08 Jul 2008 21:09 GMT
Best of Luck, Amy.
If you can tell me where you are located, I may know someone I can recommend.
Signature

Dave Hargis, Microsoft Access MVP

> Thank you.  I will look for a local professional.
>
[quoted text clipped - 151 lines]
> > > > > > > Thank you,
> > > > > > > Amy
Amy Schmid - 11 Jul 2008 21:03 GMT
You are awesome. Thanks.

Next step, I am trying to have data vertically be compared. That is ... all
clients with less than 100 cows would appear on the same page.

Now, they automatically go to a new page.

Is there a way to have the data for each client in that filter to show up
vertically?

Signature

Still a Newbie, but learning :0)

> Best of Luck, Amy.
> If you can tell me where you are located, I may know someone I can recommend.
[quoted text clipped - 154 lines]
> > > > > > > > Thank you,
> > > > > > > > Amy
Klatuu - 11 Jul 2008 21:06 GMT
Sorry, Amy, I don't understand the question.
Signature

Dave Hargis, Microsoft Access MVP

> You are awesome. Thanks.
>
[quoted text clipped - 164 lines]
> > > > > > > > > Thank you,
> > > > > > > > > Amy
Amy Schmid - 11 Jul 2008 21:23 GMT
Dave,

We have a data that looks like this:

Client number      004576
Client Name         Farm A
Avg # of Cows          450
Production            10,000
Livestock             240,000
etc . . .

We want the report to compare the all farm with an avg # of cows in the
range of 100-500.  Once that range is established, we want the data to appear
as follows:

Client number      004576     005515     006613
Client Name         Farm A     Farm B     Farm C
Avg # of Cows          450          200          300
Production            25,000       10,000    18,000
Livestock             240,000      85,000   100,000
etc . . .

We got the report to work so that it sorts by Avg # of Cows and all the data
is vertical on page as we would like but we cannot figure out how to get the
other farms to appear on the same page.

Does that make better sense?

Thanks so much.  By the way, we are location in Lancaster Pa.
Signature

Still a Newbie, but learning :0)

> Sorry, Amy, I don't understand the question.
>
[quoted text clipped - 166 lines]
> > > > > > > > > > Thank you,
> > > > > > > > > > Amy
Klatuu - 11 Jul 2008 21:30 GMT
Okay, I understand.
You might try experimenting with using columns in your report.
Without the data in front of me to tinker with, it is hard to give an exact
answer.
Signature

Dave Hargis, Microsoft Access MVP

> Dave,
>
[quoted text clipped - 196 lines]
> > > > > > > > > > > Thank you,
> > > > > > > > > > > Amy
Amy Schmid - 11 Jul 2008 21:40 GMT
I found the column set area.  The issue I have is that the Help and How To is
for a horizontal report.  We need a vertical report.  I cannot get the right
formatting in place to accomodate a vertical report.  

Have you ever tried a vertical report in access?
Signature

Still a Newbie, but learning :0)

> Okay, I understand.
> You might try experimenting with using columns in your report.
[quoted text clipped - 201 lines]
> > > > > > > > > > > > Thank you,
> > > > > > > > > > > > Amy
Klatuu - 11 Jul 2008 21:50 GMT
Only by using a cross tab query, but I don't know if that will work with the
data you are using.  I pretty much doubt it.

Let me be sure I understand exactly, so I can see if I can get some
additional help for you on this.

The rows in the reports recordset are like this:

Client number  Client Name Avg # of Cows  Production Livestock
004576            Farm A        450                 25,000      240,000
005515            Farm B         200                10,000        85,000
006613            Farm C         300                18,000       100,000

And you want them to appear on the report like:
Client number      004576     005515     006613
Client Name         Farm A     Farm B     Farm C
Avg # of Cows          450          200          300
Production            25,000       10,000    18,000
Livestock             240,000      85,000   100,000

Let me know, and I will see if I can find an answer for you
Signature

Dave Hargis, Microsoft Access MVP

> I found the column set area.  The issue I have is that the Help and How To is
> for a horizontal report.  We need a vertical report.  I cannot get the right
[quoted text clipped - 207 lines]
> > > > > > > > > > > > > Thank you,
> > > > > > > > > > > > > Amy
Amy Schmid - 11 Jul 2008 21:56 GMT
You got it!  Thanks for all your help with this.  Jill and I really
appreciate it.

I will try the cross tab query suggestion in the meantime.

Amy
Signature

Still a Newbie, but learning :0)

> Only by using a cross tab query, but I don't know if that will work with the
> data you are using.  I pretty much doubt it.
[quoted text clipped - 225 lines]
> > > > > > > > > > > > > >
> > > > > > > > > > > > > > If you need more information, please let me know.  I am not sure what all is
Klatuu - 11 Jul 2008 21:59 GMT
Okay, I will consult with some others and see what I can come up with.
Signature

Dave Hargis, Microsoft Access MVP

> You got it!  Thanks for all your help with this.  Jill and I really
> appreciate it.
[quoted text clipped - 220 lines]
> > > > > > > > > > > > > > >
> > > > > > > > > > > > > > > Number of Cows:
Klatuu - 11 Jul 2008 22:10 GMT
Amy,
Looking at it again, (my brain was wrapped up in a report I am working on at
the moment), I think the column thing will work.
If you can sort your recordset so that it comes out in the order you need,
then from the menu while in report design,
File, Page Setup, select the columns tab
Set the number of columns you want.  The row and spacing you can experiment
with.  You can also experiment with the width and height so it looks like you
want it, and choose Across then down.

So if that does what you want.

Signature

Dave Hargis, Microsoft Access MVP

> Okay, I will consult with some others and see what I can come up with.
>
[quoted text clipped - 215 lines]
> > > > > > > > > > > > > > >
> > > > > > > > > > > > > > > > Good morning,
Amy Schmid - 18 Jul 2008 21:10 GMT
Dave,

We will try that and let you know.
Signature

Thanks,
Amy
Still a Newbie, but learning :0)

> Amy,
> Looking at it again, (my brain was wrapped up in a report I am working on at
[quoted text clipped - 215 lines]
> > > > > > > > > > > > > > > >         Case Is <= 100
> > > > > > > > > > > > > > > >             CowCount = 1
 
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