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Percent of Total in Charts
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   2 years ago


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Charting Data Correctly Upload Images   Link  
James Hopkins 
6 months ago
Hey Richard, thank you for the awesome Tech Help Videos. They have been extremely helpful in the process of building my database. But now I am trying to finish up with the last details of my company's database. The problem is that I am trying to complete the custom dashboards for "Company Financial, Customer Information, Invoices, Estimates, and etc. Question is that, should I base the 'Charts and Graphs' on Queries or use VBA Code the generate the Data? Or is there an better way to go about doing this? Please Help...
Adam Schwanz
6 months ago
That's a pretty broad question. I can't tell you for sure without knowing the setup of your database and what information you're going to need to access/calculate. In 99% of cases a query is simpler so I would use that, in some cases the result you're trying to get is really complex and you might need to use VBA to get some stuff, or you might need to use both together. Start with the query and see if there's any information you can't get, then you can come back here with a more specific question that we could look into.
James Hopkins
6 months ago
Hey Adam, Here's an overview the my dashboard.
James Hopkins
6 months ago
Where can I send you a copy at?
Adam Schwanz
6 months ago
If you want to add pictures use the upload images button. Snip & Sketch

Are you having a problem with just using a query? If so could you provide more information (what errors are you getting, a picture of the code), and what do you WANT it to do.
James Hopkins
6 months ago

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James Hopkins
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James Hopkins
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Adam Schwanz
6 months ago
Hey James, that didn't really tell me anything, looks like just an overview of the job build.

Go ahead and build it and try to base the charts on a query to start with, if you run into problems like "This field doesn't show up in the chart" or "My chart is giving the wrong information", then come back here and ask those questions, at that point I'd be glad to try to help you. But there isn't much I can do until you actually run into a problem. Using VBA vs a query is going to be the same in 99% of cases.
James Hopkins
6 months ago
Okay, thanks Adam will try to get what I can do and then get back with you.
Richard Rost
6 months ago
If you can do it with a query, use a query. Those are a lot easier, like Adam said.

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