Creating One Page Report from Two Data Sets

rjbinney

Active Member
Joined
Dec 20, 2010
Messages
279
Office Version
  1. 365
Platform
  1. Windows
It has been years since I've used Access, so please forgive the beginner question.

I have two reports in Excel.

One lists:
  • Customer Number
  • Sales Manager
  • Order Number
Sales Managers are assigned to customers, so there will never be more than one Sales Manager for any Customer Number.
Each customer (therefore each Customer Number) has multiple orders. Each row is an order.
Example:
CUSTOMER
SALES MANAGER
ORDER
Cus-0001
Ringo
SO-564
Cus-0002PaulSO-828
Cus-0002
Paul
SO-912
Cus-0003
George
SO-231
Cus-0004
Ringo
SO-310

<tbody>
</tbody>


The other lists
  • Customer Number
  • Authorized-to-Order
Each customer can have multiple Authorities:
CUSTOMER
AUTHORIZED-to-ORDER
Cus-001
Pete T
Cus-001Roger D
Cus-002
Alan L
Cus-002Derek L
Cus-002
Gordon C
Cus-003
Bruce S
Cus-004Jack B
Cus-004
Eric C
Cus-004
Ginger B

<tbody>
</tbody>



I'd love a "Customer on a Page" report, listing Customer Number, Sales Manager, a list of all sales orders, and a list of all authorized-signatures. For example:

Cus-001 (Ringo)
SO 564
Pete T
Roger D

--- new page ---
Cus-002 (Paul)
SO 828
SO 912
Alan L
Derek L
Gordon C

--- new page ---
Cus-003 (George)
SO-231
Bruce S

---
new page ---
Cus-004 (Ringo)
SO-310
Jack B
Eric C
Ginger B



I remember to import the tables, and create a query to connect the "Customer Number" on one to the other.

Then I forget everything I ever learned about Access.

BUt I can do this, yes?

Thanks
 
That's right.

What I DON'T want is each signature listed for each SALES order:
Cus-002 (Paul)
SO 828
Alan L
Derek L
Gordon C
SO 912
Alan L
Derek L
Gordon C
Once all the "real" data gets populated, that will start filling pages and pages as there are ten or more orders, with ten or more authorized people - it grows the line count geometrically!

I hope that makes more sense?

So it's

Customer
Sales Orders, 1-n


  • [*=1]Authorized Signatures a-z
NOT

Customer

Sales Order 1


  • [*=1]Authorized Signatures a-z
Sales Order 2


  • [*=1]Authorized Signatures a-z
Sales Order n


  • [*=1]Authorized Signatures a-z
 
Upvote 0

Excel Facts

What did Pito Salas invent?
Pito Salas, working for Lotus, popularized what would become to be pivot tables. It was released as Lotus Improv in 1989.
So I might have been right with the subreports after all. You can create a customers report. then drag a query with Customers-Orders into the report, so that you create a subreport for the orders that go with the customer. And then you drag a query with Customer-AuthorizedSignatures doing the same thing. I dragged the queries into the header area rather than the detail area to avoid the duplicate listings. Then you spend about 5 hours trying to mess with backfill, borders, alignment, and so on, because, well that's what it's like creating reports unless you don't mind ugly.
 
Upvote 0

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