Create a Report Based On a Parameter Query - ms-access

I have an Access application that has been running for years now. It's a payroll system. There's a query (let's call it Query3) that pulls data from 2 crosstab queries. Everything worked fine until when I introduced a parameter in the crosstab queries. The parameter refers to a date on a form. Now I can't create a report with Query3 as its record source. When I use Report Wizard and I select Query3 as its record source the field names are not displayed. I have a sub that programmatically creates a report based on Query3 but now with the parameter this fails too. I'm really stumped. Is there any workaround? Thanks in advance for your help.

Are you using the Forms!MyForms!MyControl syntax as the parameter in the Crosstab subs? The problem seems to be related to Access not finding the control .
One thing I have done in the past is, if possible, is to remove the crosstab parameters and instead set the SQL of the crosstabs before running the report. So for example:
CurrentDB.QueryDefs("CrossTabSubName").SQL - "SELECT * FROM TABLE WHERE MyParam = 'A'"
If you have a button or something that launches the report, this may be an convenient place to do this. If the parameter is on the same form (i.e. a report filter), then this approach is simple to implement. In this example, the value of 'A' is a control on the form that allows th user to filter the report.

Related

MS Access: Passing Parameter to Subreport w/o SQL

I'm trying to find a way to pass a parameter from a report to a subreport without resorting to any SQL code or macros (my officemates are non-technical, but still have to use the Access database to run reports, occasionally making tweaks to them.)
I'm working in Microsoft Access 2013. I have a table that contains a list of investments as well as which state those investments are based in. I have a query that pulls data on Investments based on a user-entered State parameter. I then run two reports: one that simply lists the investments grouped on different categories, then a second report that summarizes the investment categories into a table. I've put the summary report at the top of the detailed report as a subreport, but I want to pass the State parameter through from the main report to the subreport so the user doesn't have to enter it twice. Is that possible without resorting to writing any SQL code or macros?
Thanks!
I think I understand what you're trying to do, but please add details if my answer doesn't make sense.
You can pass user entered information by referencing by
[DatabaseObjectType]![ObjectName]![FieldName].
If the user is entering the State value from a Form, you'd reference:
[Forms]![FormName]![State]
where FormName is the name of your form, and State is actually the name of the Form control containing the State value.
If the user is entering the State value in a prompt from a query, you'd reference:
[Queries]![Query1]![State]
where Query1 is the name of your initial query that gets the state info from the user, and 'State' is the name of that field.
You put these references in to your secondary query or report:
for example, in a second query, you can set the State field Criteria (in query design view) to be = [Queries]![Query1]![State]
so the second query will pull the State value from the first query
on a report, similar idea - you can set the Control Source of the State control (in Properties) to be = [Queries]![Query1]![State]

Access - Modular reusable subreport

I would like to create a report which I can use as a sub-report multiple times on the same parent report. However, each occurrence of the subreport should have different values.
For instance, there is a table called DailyReport.
Records in this table contain:
Date, member, team, description
The sub reports should be for each team within a certain date range. However, the date range per subreport/team will not be the same.
So, if the date range for all teams was consistent, then I could create a single subreport, and do some Ordering on the resulting records to separate things out into teams.
However, with inconsistent date ranges, I can't utilize a single query, so the most straight forward solution I see is to create separate subreports and queries for each range of each team.
The problem with this solution is that if I decide to change the format of the subreports I must do so in each specific subreport--a lot of duplicate work.
I would like to create a generic query and subreport. The query and sub report would call VB functions which would return the relevant value.
This means my parent report has the same generic report on it multiple times. As each subreport is rendered, I would like to increment a value behind the scenes so that the functions which the generic query and subreport call know to return a different value.
However, it seems that's not how things work in Access. The subreports on a report are not rendered linearly. A subreport is created, and then "stamped" onto a report where ever required. This means that all of my generic subreports have the same data.
How can I define a generic report and query? Then plug in different values into the report and query while the report is being reused multiple times on the same parent report.
You need to look into the LinkMasterFields and LinkChildFields property of reports. They are designed for exactly this purpose -- to filter a subreport based on current data in the main report, without needing any code or even queries.
You are correct that LMF/LCF do not work on date ranges, only values. So use LMF/LCF for the team filter.
For the date range filtering, you can use an unbound form that launches the report as two parameters defined in the base query. Create frmLaunch, and add two text boxes minDate and maxDate. Set their Format property to Short Date so Access with interpret them correctly and provide the date pickers. Now modify the base query, adding two Date/Time parameters [Forms]![frmLaunch]![minDate] and [Forms]![frmLaunch]![maxDate]. Now, find your date field and set its criterion to Between [Forms]![frmLaunch]![minDate] and [Forms]![frmLaunch]![maxDate]. Add a button to frmLaunch that runs the code DoCmd.OpenReport "YourReportName", acViewPreview.
So, the goal was to make it possible to re-use the same sub-report multiple times on the same parent report, with full flexibility on how the subreport retrieves data.
I placed multiple instances of the same subreport on a parent report. On the subreports Open event I placed a line like
Me.Report.RecordSource = "SELECT * FROM someTable WHERE " & getCriteria()
nextCriteria()
Maybe its possible to pass a value that identifies which instance of the subreport is opening to the getCriteria function. Probably like a getCriteria(Me.Report.Name). But in this case I kept track of how many subreports had been produced in vb.
Unfortunately, if your subreport has controls which have a data source which is a vb function, all reports will show the same value for that control. To get around this I added something like getSomeValue() & "As [Some Value]" into the SELECT of the SQL statement above. Don't forget to add single quotes or hashes around getSomeValue() if you are passing a String or date.
That's basically it, it's a pain. But I couldn't find a more elegant way to do it.
Edit:
One major caveat I experience with doing this, is that although the print preview works correctly, when actually printing or exporting to PDF, some subreports would not be included. Maybe there is something else causing this...

How to use parameters in report when using SSRS matrix and table wizard

I would like my users to be able to create their own quick and easy reports from a cube on the fly, and that is most simply done using the "Table or Matrix Wizard" in Report Builder.
However they need to filter by date--and it wont work.
I have tried:
1) Creating a dataset with parameters imbedded. When you run the report, it asks for a parameter but there are no values in the drop down -- and an analysis of the "Parameter Properties" shows no available values. (Even though I chose values when creating the dataset)
2)Creating two datasets, one with all the data and one with only the date field. However the matrix wizard will not allow you to use 2 datasets.
Is there any simple way to add a filter to the report so that my users can just load a dataset/two and then use the Matrix wizard?
Thank you!
If the user running the report needs to define a date parameter, they need to create a date parameter with the same name as the parameter in the stored procedure that is called by the report. They should then set the Data Type to Date/Time, and make sure the parameter is visible.
When the user runs the report, they will be able to use the calendar feature to pass the date value to the report procedure.

SSRS -> Using code function to create my query dynamically, how do I get at my data (put data into table)?

I am not a seasoned SSRS veteran. I have made quite a few but they were pretty simple.
Today, I am attempting to use the Code tab of the Report Properties to perform some vb functions that will return my query in a string. I am passing in date parameter that is used to create my dynamic query.
My problem/issue is that I do not know how to pull this information into my table.
I have seen instances where a developer calls from each individual field and it calls the code to get a specific field. I was under the impression that I could somehow use a dataset to do this and have some documentation on this, but can't seem to find anything on the web regarding how to do this.
This is probably a pretty poorly written question, but does anyone know how to do this?
I was thinking in the Dataset Properties, I would code something like this in the expression field.
=Code.GetReportDetail(Parameter!InputDate.Value)
GetReportDetail being the starting function within my code window.
I am having difficulties how I can then pull that dataset into my table from that point though.
Any advice on this is greatly appreciated....Thanks.
After further review, I was creating this in VS2010 for RC0 2012 SQL Server, which I should have noted above.
All you have to do is create your report by adding new item (Report). Add your code by right clicking in the pink area and going to Report Properties and pasting your code into the code tab.
Next when you pull a table into your "add item to the report / white space" It allows you to create your dataset.
I chose use dataset embedded in my report. Datasource of OLE DB because I am doing MDX. Query Type Text then in the function I pasted this. (omitting parameters for now) :
=Code.GetReportDetail()
I then filled in fields manually because it seems that dynamic query running does not pull in fields.
I was then able to reference these manually created fields via my table detail row.

How to pass parameters to report model in Reporting Services

I'm developing report in RS that show top N customers based on some criteria. It also allows to select number of customers and period of time.
Is it possible to do it by using report model? Thing that it seems to be difficult is how to pass parameters determined by user.
Another thing that in my oppinion is very disappointing is that i cannot use SQL query as dataset query, because it uses odd and elaborate XML. Although report model items seem to map its fields to query or table fields.
I m concerning using report models because i need to provide uniform data model (the same tables and fields) for more or less different database schemas.
It would be very nice if somebody would explain what can be done with report models and what can not.
Maybe what you're looking for is to use the result of a Stored Procedure as the data source for your report. You would need to define parameters at a Dataset level to pass to the SP
You can create report model based paramaterized filters through the query designer by adding a filter, drag the field you want to filter on into the filter area, then right click on it and select "Prompt". This will automatically create a report parameter which you can then edit via the parameter properties dialog to set the data type, allow multiple values, etc.