converting from excel to access and ran into an issue

[TPRshop]

we are slowly converting from excel to access due to making it easier to update and add new bale types etc. I ran into an issue where I don't understand how to make it display the data I want how I would like it. I need the ability to print an invoice showing the sales pickups and payments made by selecting the name. Any ideas how I could do this in access?

 

[Joe4]

If there is a one-to-one relationship between all your tables, you should be able to simply create a query that combines all those values, and then you can print them on a Report.

If you have one-to-many relationships, then you may need to create a report for each table, and then link them all using Subreports (have one main report, with subreports linked to it).
The subreports are the reports that could have multiple lines.

Here is an article on Subreports: Create and use subreports.

There are many other articles, tutorials, and videos you can find on Subreports than can be found with simple Google and YouTube searches.

 

[TPRshop]

thank you, I will see what I can do and get back to you if I have any more issues

 

[TPRshop]

alright, so they all have a list of names under buyer, how would I make a drop down list where it will only show information related to the name I select?

 

[Joe4]

One way is to use a Parameter Query, where you prompt for which record/value you want to see (see: Use parameters to ask for input when running a query).
Then, you can base your Main Report on this Parameter Query, so whenever they go to open the Report, it will prompt them for the selection.

You could also make a Selection Form, where you can create selection drop-down boxes, though that is much more VBA-intensive, and involves dynamically writing SQL code to populate the query with (a bit more of an advanced approach, incorporating VBA and SQL code).

 

[TPRshop]

I've followed a guide at this site and I've ran into another road block, or two rather, one how do I add all three tables of data, is this a subreport situation and if so, how do I create a report that will also have the drop down list on it as what I select for the query.

 

[TPRshop]

the other issue I ran in to would be rather simple I assume, I just need the title of a report to change based of the name I select on the list

 

[TPRshop]

One way is to use a Parameter Query, where you prompt for which record/value you want to see (see: Use parameters to ask for input when running a query).
Then, you can base your Main Report on this Parameter Query, so whenever they go to open the Report, it will prompt them for the selection.

You could also make a Selection Form, where you can create selection drop-down boxes, though that is much more VBA-intensive, and involves dynamically writing SQL code to populate the query with (a bit more of an advanced approach, incorporating VBA and SQL code).

ok, so I've got all the queries and a combination report, any way to put the name I select onto the header of the report, or just put the drop down list itself on the header?

 

[Joe4]

ok, so I've got all the queries and a combination report, any way to put the name I select onto the header of the report, or just put the drop down list itself on the header?

Whatever field is your parameter linked to?
That is the field you need to add to your report. It should be available to you, like all the other fields from that particular table or query.

 

[TPRshop]

thank you for all your help, It seems to be semi functional now