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Generate multiple reports
Michael Hinze 
   
4 years ago
Newbie here. I have an excel spreadsheet showing 90 rows of clients, and 60 columns of tax return line item data. The columns show taxpayer name i.e client, taxpayer soc sec #, and columns of income, tax deduction and tax payment types.

I want to to create a report for each client showing the listing of each of these three reported types with
reported dollars. Thus ninety reports.

What is the most efficient Access approach to do this?

And by the way, if excel offers a better approach I'm all for it.

Thanks much.

Juan C Rivera  @Reply  
            
4 years ago
Walk before you run I am thinking the Invoicing will get you started, Richard also goes into changing the report from quote to invoice and receipt.  Depending on the criteria you select will print out the report.  Also, try Select Case and see how you like it.
Scott Axton  @Reply  
        
4 years ago
Yeah, as Juan eluded to you, are just about to get into the needed courses starting with Access Expert 1 From Expert on really gets into the meat and potatoes of getting your data right.

Until then, watch the Relationships and Normalizing Data videos.

Access is the better product going forward in my mind.  With Excel you will start having duplicated data or multiple files to deal with as you progress in years / history for each of those 90 clients if you don't already.
Kevin Yip  @Reply  
     
4 years ago
The easiest way is to have Access link to the Excel table (External Data -> New Data Source -> From File -> Excel).  In order to do so, your Excel table needs to be properly formatted for Access: no gaps between rows or columns, each column has one data type only, etc.  Then you create a report in Access whose record source is the Excel table.  You can have the report automatically generated with Access report templates, or design your own.  It will be one report with 90 pages, and you can have each customer start on a new page, essentially resulting in 90 reports.  You need to learn report design, of course.  As others have said, learning other Access topics would help too.  You likely won't need VBA for this.  

Excel doesn't have a report designer.  To do the same thing in Excel, you likely need VBA.
Michael Hinze OP  @Reply  
   
4 years ago
Thank you for your advise and link to vids. If I am hearing you correctly my targeted Tax Return form will substitute for the invoice form in the videos. All sharing a common Access table (or in my case tables as I will create one for each of the three tax return type excel uploads) wit the ability to choose a given customer i.e client per form
Michael Hinze OP  @Reply  
   
4 years ago
Richard also touched on this approach in his Blank Database Template vid.

I'll take a stab at it. Thank you

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