Microsoft Access 2010 Chapter 6 Advanced Report Techniques Camashaly Design database AC 338 – AC 416
Read and work through project 6 pp. AC 338- AC 416.
Business Analyst Master List Report, p. AC 380
Discount Report, p. AC 401
Project — Multitable FormsProject — Advanced Report Techniques
The owners of Camashaly Design want a master list of business analysts. This list should be available as an Access report. For each business analyst, the report is to include full details for all the clients assigned to the business analyst. In addition, Camashaly offers a range of educational courses designed to help clients understand the various marketing tools available to them. For clients who are taking courses, the report should list the specific courses being offered to the client. The actual report is shown in Figure 6 – 1a. The report is organized by business analyst, with the data for each analyst beginning on a new page. For each business analyst, the report lists the number, fi rst name, and last name. Following the business analyst number and name, the report lists data for each client served by that business analyst. The client data includes the number, name, street, city, state, postal code, client type, services needed, amount paid, current due, and total amount. For each course the client is taking, the report lists the course number, description, total hours the course requires, hours already spent, and hours remaining.
Many organizations offer discounts as a way of rewarding current clients and attracting new clients. The owners of Camashaly are considering offering a discount on
the current due amount to its current clients. The exact amount of the discount depends on how much the client already has paid. If the amount paid is more than $4,000, the discount will be 4% of the current due amount. If the amount paid is $4,000 or less, then the discount will be 2% of the current due amount. To assist in determining the discount, Camashaly needs a report like the one shown in Figure 6 – 1b on page AC 340. The report groups clients by business analyst. It includes subtotals of both the Amount Paid and Current Due fields. Also, although not visible in the fi gure, it includes grand totals of both fields at the end of the report. Finally, it shows the discount amount, which is calculated by multiplying the current due amount by .04 (4%) for those clients for whom the amount paid is more than $4,000 and by .02 (2%) for all others.
As you read through this chapter, you will learn how to create the reports by
performing these general tasks:
• Create and relate additional tables.
• Create queries for a report.
• Create a report, specify grouping and sorting, and add fields and text boxes to the report.
• Add a subreport to the report.
• Add a title, page number, and date to the report.
• Print and publish a report.
• Create a second report, specify grouping and sorting, and add fields and text boxes to the report.
• Add totals and subtotals to the report, and add a text box that uses a function.
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