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Microsoft Access

Microsoft Access. Crosstab Query » Form » Chart Succinctly Summarizing Data. Desired Final Output. Advanced Access Skills. Combine skills learned so far-Access 2010 Objective: create one chart that can display an unlimited number of records

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Microsoft Access

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  1. Microsoft Access Crosstab Query » Form »Chart Succinctly Summarizing Data

  2. Desired Final Output PgP MIS 342 Crosstab-Form-Graph

  3. Advanced Access Skills • Combine skills learned so far-Access 2010 • Objective: create onechart that can display an unlimited number of records • Use a query and crosstab query to summarize the data • Use a form to display the chart PgP MIS 342 Crosstab-Form-Graph

  4. Starting Point • Download GraphingProblem2006_Data.mdb • Three main tables-Order Details, Orders and Products • Goal-produce a form containing a chart that will display 2006 Product Sales for each month, with a separate record for each product PgP MIS 342 Crosstab-Form-Graph

  5. Create Select Query • Query contains only necessary fields • Orders.OrderDate • Sales: [Order Details].UnitPrice* Quantity • Products.ProductName • Criteria-Where OrderDate is Between 1/1/2006 and 12/31/2006 • Total of 1059 records • Save as qrySalesByProduct PgP MIS 342 Crosstab-Form-Graph

  6. Create Crosstab Query • Use Crosstab Query Wizard • Based on qrySalesByProduct • Row Heading-ProductName • Column Heading-OrderDateMonth Value- Sum(Sales)… • Include row sums • Save as qrySalesByProduct_Crosstab PgP MIS 342 Crosstab-Form-Graph

  7. Crosstab Query • Save as qrySalesByProduct_Crosstab • Run the query • Much more compact! • 13 columns • 77 records • Notice empty cells • No sales that month-normal occurrence PgP MIS 342 Crosstab-Form-Graph

  8. Create Chart to Display Data • Chart Wizard cannot do it all • Only allows 6 fields, need 12 (months) • Adhere closely to following steps PgP MIS 342 Crosstab-Form-Graph

  9. Microsoft Graph Applet • Graph applet embeds charts in forms/report • Excellent way to summarize data • Similar but not same as Excel Charts! • Open new blank form in Design View PgP MIS 342 Crosstab-Form-Graph

  10. Create Chart to Display Data • Form Properties, Data tab, Record Source property is set to “qrySalesByProduct_Crosstab” • Make form detail area 5.25 inches high • Make form 9.9 inches wide (max) PgP MIS 342 Crosstab-Form-Graph

  11. Chart Wizard • Click chart icon, place in upper left area of form to start Chart Wizard… PgP MIS 342 Crosstab-Form-Graph

  12. Chart Wizard • Select qrySalesByProduct_Crosstab • Select first 6 fields to be on chart (Product, but not Total of Sales) • Accept default column chart • Accept default chart layout • Accept default-link form and chart by ProductName • Title- “Sales By Product” PgP MIS 342 Crosstab-Form-Graph

  13. Final Chart Changes • With Graph selected, in properties… • Select qrySalesByProduct_Crosstabas RowSource • Open SQL Statement Query Builder • Leave ProductName, • Add all months to QBE grid, make sure to choose ‘Sum’ • Form Design view, double click chart to edit • Make sure to save form as frmCrosstabChart PgP MIS 342 Crosstab-Form-Graph

  14. Working With Graph Applet • Resize chart • Legend, place at bottom, resize, align to columns, change legend font size to 11, change alias in SQL! • Add data labels to column for each month, modify font, set as currency, no decimal places • Delete y-axis autoscale, use 25,000 as max value • Not a user-friendlyapplication! PgP MIS 342 Crosstab-Form-Graph

  15. Charting Data on the Form • Notice when you view chart and press page down to go to new record- “Calculating” appears in Status Bar PgP MIS 342 Crosstab-Form-Graph

  16. Chart Design • From menu, Choose Chart>Chart Options • Explore changes that can be made • What other enhancements can you make? • Is this more efficient than making 77 or 10,000 individual Excel graphs? PgP MIS 342 Crosstab-Form-Graph

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