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Export MS Access Report to Excel but blank footer data

Posted on 2012-03-22
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Last Modified: 2012-03-24
Hello,

 I have a simple access report that displays financial data by account number. It has account number, account name and a total.  I am grouping  and summing  by account number.  It works great.    My client wants to have a version  that exports into excel.  I thought it would be a simple matter of using the export feature in excel. However, the account number and name, in the summary section  do not display in the export to excel.  I can export it to text and see the data.

I must be missing something very simple. Or is this a classic “Microsoft slap upside the head” where something that should be simple is not.

The report is very simple. I have attached two screen shots.  I added a detail line just for testing. I only want the summary level by account.

Office 2010 for both access and excel.

Thank you,
access.JPG
excel.JPG
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Question by:Epistrophy
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7 Comments
 
LVL 74

Expert Comment

by:Jeffrey Coachman
ID: 37754160
Exporting Access Reports to Excel, ...has never been, nor will it ever be, ...Perfect.

In your report make *sure* that all the controls associated with a field are the exact same size and are all aligned together.

FWIW the report in the attached DB exports to Excel fine for me...
Database102.mdb
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Author Comment

by:Epistrophy
ID: 37754343
boag2000,

Thanks for the reply. The problem is the detail section. I only want the summary.  I took your sample and deleted  the detail section, saved, ran and exported.  I get blanks now. It seems that the export only works if there is a detail section.  

I also, edited your report and copied the account name and account number fields to the summary level. Saved, ran and exported and the sum shows up but not the account name or number.

Perhaps it is not possible to export a report that only summarizes data



 I am thinking I might just do a make table query and export that instead.
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LVL 74

Accepted Solution

by:
Jeffrey Coachman earned 500 total points
ID: 37754443
Then AFAICT, you really don't even need a report, you can just create a "Summary" query (Group By query) and simply export that to Excel...

Or you can still create a Report from the new summary Query (if you need a Grand Total), only no grouping would be needed in the report

Modified sample attached
Database102.mdb
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Author Comment

by:Epistrophy
ID: 37754490
boag2000,

 I like it. I trying to do it all in one report but I think I will make a separate summary query the client can run just for the export.  I will give it a shot with the real data.

Thanks.
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Author Comment

by:Epistrophy
ID: 37760760
Boag2000,

 I followed your advice.  I left the original report the way it is since it is formatted for printing. I made a new query with the grouping in the query. I used that query in a new report stripped of the formatting for export.

Thank you

Epistrophy
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Author Closing Comment

by:Epistrophy
ID: 37760763
Thank you
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LVL 74

Expert Comment

by:Jeffrey Coachman
ID: 37760821
;-)
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