MS Access for the Business Environment: Create a PivotChart View in Access - Page 2
August 4, 2003
Introduction to the PivotChart
Access 2002 allows us to easily shift from an existing PivotTable view to a PivotChart view. While the PivotTable and PivotChart views have much in common with regard to layout structure, the PivotChart view focuses on summaries / totals, while the PivotTable view concerns itself more with presenting data details. The PivotChart's focus on summary information is largely due to its graphic nature.
Another difference lies in the areas that the two presentations display: The PivotChart substitutes series (a group of related data fields) and categories (most often composed of a single data point representing each series) for the row and column areas, respectively, found in the PivotTable view. A legend typically presents various colors that map to each series; categories typically manifest themselves in the chart as x-axis labels.
With regard to the relationship between a PivotTable view and a PivotChart view, we need to keep in mind that any changes we make in the PivotTable layout will affect the PivotChart view, and vice versa. This relationship exists in contrast to the relationship between the PivotTable / PivotChart view and other views in which we might cast the underlying forms, queries and tables, whose layouts are completely independent of those presented in the PivotTable / PivotChart view.
As we noted in our last lesson, Access 2002 makes the creation of a PivotTable easy with a PivotTable Wizard. In this article, we will create a PivotTable based upon a simple query, and then base our PivotChart upon that PivotTable. We will create an initial PivotTable based upon a query we build first; the subsequent steps we take in creating a PivotChart view will provide hands-on opportunities to get a feel for how PivotCharts work.
Create a PivotTable View
To create a PivotTable view from the sample Northwind database that accompanies a typical installation of MS Access, we will take the following steps:
Each of these sections within our tutorial will provide practice in designing a PivotTable, while preparing for the primary objective of creating a PivotChart view. For more information on PivotTable views, please refer to our last lesson, Create a PivotTable View in Access.
Select a Query for Presentation
Our first step in getting to a PivotTable view will be, as we discovered in our last lesson, the creation of a basic query; the result set of this query will serve as the basis for presentation via our PivotTable view, then via our PivotChart view, as a dependent result.
Let's get started, taking the following steps:
Access opens, and may display the initial dialog. If so, close it.
The Main Switchboard appears.
We arrive at the Database Window, which appears as depicted in Illustration 1.
The existing queries appear.
The New Query dialog appears, as shown in Illustration 2.
The Select Query dialog appears by default, with the Show Table dialog appearing in front.
The Select Query dialog displays the newly added tables, appearing as shown in Illustration 3.