Excel Report moved to Database

[spaz9876]

I have a report created in excel that all the information is already in a database and I end up having to double entry everything into this spreadsheet as well (I attached the spreadsheet).

I want a report that looks like the attached or similiar but from within the access database. I already have all the fields.
Amount Proposed = Total Value Proposed in access (need to have it sum all the proposed amounts by month per each sales rep).

Amount Sold = Total Value Sold in access

Date fields are [Proposal Date/Rev] and [Award Date]

Can anyone help with a VBA coding? I can't figure out how to do dates for 2 different fields in a query and I thought VBA might be easier.

[OBP]

This would be much better as one or more queries supplying the data to your Access Report, the only problem that I foresee is to get the Quarterly Sub Totals. They may need Visual Basic in the Report itself.

[spaz9876]

Ok I will try doing multiple queries.

[OBP]

spaz, you should be able to do it with one query.
I have checked my Access Book and the key to this is the "Grouping" when setting up the Report, you can group overall by Rep's Name and then group by Year and by Quarter. It may take you a few goes to get it right.
I would nbormally give you a hand but I am not going to be available over the weekend.

[spaz9876]

I can do grouping in the report. I just cant figure out how to do it all in one query using dates.

[XLGibbs]

Are you having trouble with the excel end or the Access end of things?

You can set up a query, and have that query directly feed a report/subreport ..

Access' calls a pivot table a Crosstab Query..but is more limited than Excel for that purpose.

With dates, sometimes you would need to create a calculated field to group by..

Something like two columns, one for Year:Year([DateField])
and Month: Month([DateField])

You would . could then group by those..