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Combining data into summary report

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I have a regular report I run which takes counts and percentages of several different items, against several different fields (eg day by percentage, locations & percentage) and also includes a few charts (date, count by week etc). Most of this data is parsed from raw text files, which I then use excel to pivot on, and type in the percentage formulas, however some comes down from a corporate reporting program which does the percentages for me - except it's very slow and clunky and kills my system for any other use while I'm running them.
I'm an intermediate to advanced level Office user, and can do VBA in Excel but not Access. I'm thinking because of the relational nature of the data, that would be my best bet for automating this report, but have no idea how to go about creating a report that includes both calculations, summary data and charts.

Any site referrals, books or just plain tips on the names of the functions I'm in need of looking up would be appreciated.

Crystal

6 replies

by cnwoods

Thanks, but I'm ok with basic access functions so am not really in need of tutorials, just not sure what function I need (or if I need to learn VBA, macros or modules) to accomplish my report. I was hoping someone would be able to give me a bit more specific and expert direction as to how I could accomplish what I wanted, hence the amount of points.

You know how it is - help or tutorials are very unhelpful unless you know what you need to ask, and what terms to use. That's more the guidance I'm looking for.

by jaqui

visual basic in excel and visual basic in access are the same.
only difference is the queries in access, since you are fairly advanced in access scripting what you want shouldn't be difficult at all.

by cnwoods

I've found the change in terminology across excel and access (macros vs scripts vs all those other things) too confusing. I'm NOT proficient in access scripting, just intermediate level skill, and it's excel I've got the scripting down on. Sorry, don't take it personally but I need a bit more help than "it shouldn't be difficult" to give the points away.

by mike (from canada)

forget all the software you are using, and lets start over.

On the internet, there is Quick Basic dangling around on some sites. Download it and then make a program like this:

------- Code starts here -------
open "database.txt" for output as #1
do
input "Enter item name or * to end: ",item$
if item$ <> "*" then
input "Enter item location: ",iloc$
input "Enter number in stock: ",inum%
print #1,item$,iloc$,inum%
end if
loop until item$=""
close #1
------- Code ends here -------
The above creates your database in a good format.
The next piece of code reads it and determines what percent of the total each item is.
------- Code starts here -------
open "database.txt" for input as #1
print "Item name","Location","Count","Percentage"
do until eof(1)
input #1,item$,iloc$,inum%
tinum&=tinum&+inum%
loop
seek #1,1
do until eof(1)
input #1,item$,iloc$,inum%
print item$,iloc$,inum%,tinum&
loop
close #1
------- Code ends here -------
If you look at the database file of "database.txt", you can see it is nicely laid out. Plus, your system will not slow down on you since this can be easily pulled off on a 386 computer. LOL ;)

by cnwoods

Love your nice clean solution - but have a no-install locked down environment at work so am :( limited to MS products on Windows environment - hence having learnt Excel VBA just to get it slightly better doing what I want. Wish I could award you points but need further answers. Thanks anyway.

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