MS Access for the Business Environment: Reporting in MS Access: Grouped Transactional Report Part II - Page 3
October 6, 2003
Set up Sorting and Grouping of Data in the Report
We are ready to sort our data. MS Access requires that we do so before we can define groupings. Keep in mind that any sorting in the source query will be irrelevant.
1. Select View --> Sorting and Grouping from the main menu in the Design View.
The Sorting and Grouping dialog appears.
2. Click the top row within the Field/Expression column.
3. Click the selector arrow that becomes visible.
A list of fields in the Customer_Orders_Source query appears.
4. Select the CustomerID field in the list.
5. Leave the Sort Order column setting at the default of Ascending.
6. Click the Group Header field below the Field/Expression and Sort Order grid in the dialog (in the Group Properties section of the dialog).
7. Using the down arrow in the Group Header field, select Yes to group on CustomerID.
8. In the same manner, select Yes in the Group Footer field immediately underneath the Group Header field.
9. Leave the remaining Group Properties at default.
10. Select the OrderDate field for the Field/Expression column of the next row.
11. Leave the Sort Order column setting, again, at the default of Ascending.
12. Click the Group Header field below the Field/Expression and Sort Order grid in the dialog.
13. Using the down arrow, select Yes to group on OrderDate.
14. In the same manner, select Yes in the Group Footer field immediately below.
15. Leave the remaining group properties at default.
The Sorting and Grouping dialog appears as shown in Illustration 6.
16. Close the Sorting and Grouping dialog.
The report again appears in an empty state, although our recent settings have been applied. The telling difference, however, is the appearance, as seen in Illustration 7 (partial view), of the Header / Footer sections for the CustomerID and ShippedDate fields.
Having accomplished the preliminary group and sort criteria, we will begin the process of bringing data into our currently blank report.