If you want to do this in Excel, you can use a Pivot Table
... and now there is Power Pivot too ~
Boris-
Debra Dalgleish, Excel MVP, has some great videos on pivot tables. Here is a link to a playlist with pivot table videos:
Bill "MrExcel" Jelen also has great videos on PivotTables
http://www.youtube.com/playlist?list=PL12FC311FF847041B
http://www.youtube.com/playlist?list=PLAF3B4727750C2068
http://www.youtube.com/playlist?list=PL12FC311FF847041B
http://www.youtube.com/playlist?list=PLAF3B4727750C2068
so does Mike "Excelisfun" Girvin
... and now there is Power Pivot too ~
Warm Regards,
Crystal
~ HaPpY NeW yEaR ~
On Wednesday, December 31, 2014 8:14 AM, "John Viescas JohnV@msn.com [MS_Access_Professionals]" <MS_Access_Professionals@yahoogroups.com> wrote:
Boris-
If you have the table in Access, use the Report Wizard to build your report. Tell it to group on Category then Sub-category. You can then tell it to produce a Sum or an Average or a Count (or all three) for both Sub-categories and Categories.
You don't say what version of Access you're using, but if it's 2007 or later, click the Create tab, then the Report Wizard button under Reports. Select your table and include all the available fields. Click Next to see the Grouping options. Select Category first (if it's not already on the right) then Sub-category. Click the Next button and tell the Wizard how you want the data sorted. Click the Summary Options button to tell it which fields you want summarized. On the next panel, choose the layout for the report. On the panel after that, select a theme you want to use in the design. On the final panel, give the report a name, decide if you want to see it opened immediately, and click Finish.
John Viescas, Author
Microsoft Access 2010 Inside Out
Microsoft Access 2007 Inside Out
Microsoft Access 2003 Inside Out
Building Microsoft Access Applications
SQL Queries for Mere Mortals
(Paris, France)
On Dec 31, 2014, at 3:43 PM, theberdov <no_reply@yahoogroups.com> wrote:
Hello group,
We use one Excel table to track family expenses. Five columns: date, expense, category, sub-category, expense.
I would like to summarize them now and to be able to see the totals by categgory and sub-category where they exist (e.g. there is only 'food' category, but several sub-categories like home/gas, home/electricity, etc.).
Is it possible to create a report in Excel? If not, how is this done in Access? I imported the table into Access and attempted to design a report, but failed.
What's the best/simplest way to proceed?
Thanks, and a very Happy New Year!
Boris
We use one Excel table to track family expenses. Five columns: date, expense, category, sub-category, expense.
I would like to summarize them now and to be able to see the totals by categgory and sub-category where they exist (e.g. there is only 'food' category, but several sub-categories like home/gas, home/electricity, etc.).
Is it possible to create a report in Excel? If not, how is this done in Access? I imported the table into Access and attempted to design a report, but failed.
What's the best/simplest way to proceed?
Thanks, and a very Happy New Year!
Boris
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Posted by: Crystal <strive4peace2008@yahoo.com>
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