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How to populate report based on criteria specified in form?

Hello Experts,

I have noticed several references to this subject but I’m having trouble creating a solution that meets my needs.

My goal is to have a form that allows the user to select the criteria used to filter an existing query and populate the report based on the results of that query.

In Access 2000 I have a query called “qryReport”. This query contains several expressions that generate a master record set of all the data I need for my reports.

The report is called “rptReport”.  It contains selected fields found in qryReport. These fields will not change on the report (at least for now).

Finally, I have a form that contains about 30 text, combo and checkbox objects that will be used to filter data found in qryReport and populate the report. I also have a combobox that allows users to sort data based on the fields represented in the report.

I will also be looking into exporting this report as and Excel spreadsheet. I’m not looking for a solution for this particular feature right now, but I thought I’d mention my future plans in case it impacts the solution.

I have tried sending parameters to qryReport, modifying the record source in rptReport on the fly, and applying filters to rptReport but I keep running into roadblocks.  

I’m looking for a solution that can easily be managed if the criteria on the form must change.

Any suggestions or samples would be greatly appreciated.

Thanks.
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JakeB52
Asked:
JakeB52
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1 Solution
 
CrossWiredCommented:
I put this

   Me.Filter = Forms.frmProjectSummary.Filter
   Me.FilterOn = Forms.frmProjectSummary.FilterOn
   Me.OrderBy = Forms.frmProjectSummary.OrderBy
   Me.OrderByOn = Forms.frmProjectSummary.OrderByOn

In my Report OnOpen and it pulls the sort order and filter properties from my Project Summary Form.
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JakeB52Author Commented:
Thanks CrossWired.

I should add that the information collected on my form may not exactly reflect the text that I'm filtering. For example, a combobox may have a list of countries, and even though "Germany" may appear as the selected item to the user, I'm actually filtering based on the country's id ( cboCountry.Column(0) ). The data contained in my combobox may look something like this:

24;Germany;Allemagne;Deutschland;Germania

whereas the item that appears to the user will depend on the language mode he/she is using.

So overall, I would prefer not to depend on the data that is displayed on the form to filter my report.
 
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CrossWiredCommented:
On the form you would have to setup the filter correctly, I use 2 ComboBoxes to set the different filter criteria and once my project summary shows the right info, I hit a button and it pulls up the correct report.  If you need an example of my form filtering code let me know.

Jay
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JakeB52Author Commented:
A code sample would be helpful. Thanks.
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CrossWiredCommented:
I have 1 button - Command33
2 Checkboxes - Check75 - which includes or excludes info from Comb73
                    - Check77 - which includes or excludes info from Combo31
2 ComboBoxes - Combo73 - which list different filtering criteria (aka "Current Projects", "Current Quotes")
                      - Combo31 - which list all the engineers names


Private Sub Command33_Click()
Me.Requery
If Me.Check75 = True Then
    Select Case Me.Combo73
    Case 1
        tempStage = "(Stage = 9)"
        Me.Label81.Caption = "Current Quotes"
        Me.Label87.Caption = ""
    Case 2
        tempStage = "((Stage > 0) AND (Stage < 9)) AND IsNull(Priority)"
        Me.Label81.Caption = "Current Projects"
        Me.Label87.Caption = ""
    Case 3
        FilterDays = InputBox("How many days back should I show?")
        FilterDate = Format(DateAdd("d", -(FilterDays), Now()), "mm/dd/yyyy")
        tempStage = "(Stage = 0) AND ((DelivDate > #" & FilterDate & "#) AND (DelivDate <> Null))"
        Me.Label81.Caption = "Recently Completed Projects"
        Me.Label87.Caption = "Last " & FilterDays & " Days"
    Case 4
        tempStage = "(Priority = 'H')"
        Me.Label81.Caption = "Projects on Hold"
        Me.Label87.Caption = ""
    Case 5
        StartDate = InputBox("What start date?", , Format(Now(), "mm/dd/yyyy"))
        EndDate = InputBox("What end date?", , Format(Now(), "mm/dd/yyyy"))
        tempStage = "(Stage = 0) AND ((DelivDate > #" & StartDate & "#) AND (DelivDate < #" & EndDate & "#) AND (DelivDate <> Null))"
        Me.Label81.Caption = "Specific Dates Completed Projects"
        Me.Label87.Caption = StartDate & " - " & EndDate
    Case 6
        DoCmd.OpenForm "frmCompanyPopUp", , , , , acDialog
        Comp = Forms("frmCompanyPopUp").Combo0.Value
        tempStage = "CompID = " & Comp
        Me.Label81.Caption = "All Projects for " & DLookup("CompName", "tblCompany", "ID = " & Comp)

   
    End Select
End If


Me.FilterOn = False
If Me.Check77 = True Then
    Me.Filter = "(PL = " & "'" & Me.Combo31 & "')"
    If Me.Check75 = True Then
        Me.Filter = "(" & Me.Filter & " AND " & tempStage & ")"
    End If
ElseIf Me.Check75 = True Then
    Me.Filter = tempStage
End If

If Me.Check77 = False And Me.Check75 = False Then
Me.Filter = ""
End If

Me.FilterOn = True



End Sub
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JakeB52Author Commented:
CrossWired,

My apologies for not getting back to your sooner... I came across a few issues while generating my reports that were not directly related to this posting. Your suggestions worked great. Thank you very much!
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CrossWiredCommented:
no problem, it got you going so everyoen is happy
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