open report in excel

[amna77]

Hi my access database is saved on the Network drive. Acutally there is one report that I run every day.I enter parameter for report, like start date and end date. But my boss wants to filter repords further. like all fileds, like project, part number, defect code, etc. there are so many. he wants to filter after entering the dates.
I was thinking about, like after entering dates, then export that whole report to excel and filter there, instead of showing that in access. Is it possible?
Basically I have one blank excel report (book1) in the same folder, where is my database. so now every time when I enter dates, I want that reoprt to open in book1, plus it should have all the filter option on top for all fields. Please help me.
Thanks in advance.

 

[sxschech]

If your boss needs much flexibility in filtering, you may want to consider creating a query in Access and then the boss can modify the query with different criteria (filtering). Even if your end result is going to be in excel, you would still need to create a query and export the query results as it is not practical to export a report to excel.

 

[Durendal1970]

NON TECHNICAL: I have been in this situation before with Managers snowballing their specifications for reports. First off once the boss wants much more than From: & To: make sure they understand this takes much more time and effort. I usually start calling such projects "analysis tools" to get managers to understand this is not just a simple report.

TECHNICAL: Take most (probably all) of the parameters out of your query. In a new excel spreadsheet, go to DATA->PIVOT TABLE the pivot table wizard will start.
On Step 1 Choose External Data source, Choose Pivot table. On Step 2 hit the Get Data button. Select your query.
that should get you started...

Pivot tables are great for folks who keep asking for more flexibility. Once they ask for too much, reply that THEY will need to use a pivot table. Dump the data into a pivot table in Excel and let them start digging.


QOTD:Computers never make mistakes they are only given bad instructions.