Best way to prompt for report parameters in microsoft access - ms-access

Lets say you are designing a sales report in microsoft access. You have 2 parameters: Startdate and EndDate.
I can think of 3 ways to prompt the end user for these parameters when the report is run.
Create a form with 2 Text Boxes and a button. The Button runs the report, and the report refers back to the form by name to get the start date and end date.
Create a form with 2 text boxes and a button. The button runs the report but sets the appropriate filter via the docmd.openreport command.
Base the report on a Query and define query parameters. Access will automatically prompt for those parameters one by one.
Which is the best way to go?

Which is best depends on a number of factors. First off, if you want to run the report without parameters, you don't want to define them in the recordsource of the report. This is also the problem with your first suggestion, which would tie the report to the form (from Access/Jet's point of view, there is little difference between a PARAMETER declared in the SQL of the recordsource and a form control reference; indeed, if you're doing it right, any time you use a form control reference, you will define it as a parameter!).
Of the three, the most flexible is your second suggestion, which means the report can be run without needing to open the form and without needing to supply the parameters at runtime.
You've left out one possibility that's somewhat in between the two, and that's to use the Form's OnOpen event to set the recordsource at runtime. To do that, you'd open the form where you're collecting your dates using the acDialog argument, hide the form after filling it out, and then write the recordsource on the fly. Something like this:
Private Sub Report_Open(Cancel As Integer)
Dim dteStart as Date
Dim dteEnd As Date
DoCmd.OpenForm "dlgGetDates", , , , , acDialog
If IsLoaded("dlgGetDates") Then
With Forms!dlgGetDates
dteStart = !StartDate
dteEnd = !EndDate
End With
Me.Recordsource = "SELECT * FROM MyTable WHERE DateField Between #" _
& dteStart & "# AND #" & dteEnd & "#;"
DoCmd.Close acForm, "dlgGetDates"
End If
End Sub
[Edit: IsLoaded() is a function provided by MS. It's so basic to all my Access coding I forget it's not a built-in function. The code:]
Function IsLoaded(ByVal strFormName As String) As Boolean
' Returns True if the specified form is open in Form view or Datasheet view.
Const conObjStateClosed = 0
Const conDesignView = 0
If SysCmd(acSysCmdGetObjectState, acForm, strFormName) <> conObjStateClosed Then
If Forms(strFormName).CurrentView <> conDesignView Then
IsLoaded = True
End If
End If
End Function
Now, there are certain advantages to this approach:
you can pre-fill the dates such that the user would have to click only OK.
you can re-use the form in multiple locations to collect date values for multiple forms, since the form doesn't care what report it's being used in.
However, there is no conditional way to choose whether to open the form or not.
Because of that, I often use a class module to store filtering criteria for reports, and then check if the relevant class module instance has filter values set at the time the OnOpen event fires. If the criteria are set, then I write the SQL for the recordsource on the fly, if they aren't set, I just use the default recordsource (and any filter passed in the OpenReport argument). In this setup, you would run the report only after you've collected the criteria and set up the class module instance. The advantage of this approach is that the report can be run in either of the two contexts, and none of the parts need to know anything about each other -- the report simply needs to understand the class module's interface.

I used to use the Docmd.Openreport Where clause, your option 2. But I've switched to using report filters in the reports Open event, your option 1, as it supports creating PDF files which the Where clause does not. See Microsoft Access Report Printing Criteria Selection Form at my website.
As far as the dates go in SQL strings I use the Format statement as at Return Dates in US #mm/dd/yyyy# format
Also your option three can be handled by putting in the following example in the criteria in the reports record source SQL query. Forms!Form_Name!Control_Name. This is generally simpler for folks who don't want to get into VBA.

Related

Detecting the invoking object from within a report

Is there some way I can detect, from within a report, which form invoked the report?
I have a form for selecting several criteria which are used to build the WhereCondition for various reports. In the report On Load, I test for the calling form being open. If it is open, I grab the selection criteria for display in the report header. If it isn't open, I display things like "Species: All" instead of, for example "Species: Blue-tailed damselfly". That works ok in this particular case but it feels a bit flaky. I would prefer to know what it was that invoked the report, in case in some future more complex system, a report could be invoked from different places. I know that a parent form is available from within a subform but that doesn't apply in this situation.
You have a form where the user selects the criteria used to build the WhereCondition which is used to filter the report. Do not ask the report to re-examine the form criteria in order to generate the appropriate header for itself. Build your header string in the same form procedure which builds the WhereCondition. Then pass that string as OpenArgs when you call OpenReport.
For example, if no restriction is placed on species:
strHeader = "Species: All"
Or for the selected species:
strHeader = "Species: Blue-tailed damselfly"
Then pass strHeader when you open the report:
DoCmd.OpenReport ReportName:="YourReport", _
View:=acViewReport, _
WhereCondition:=strWhere, _
OpenArgs:=strHeader
And in the report's load event you can check whether you got something in OpenArgs and use it:
If Len(Me.OpenArgs) > 0 Then
' do what you want with it '
End If
This approach makes the report independent from any particular form. The strategy does not break if you rename the current form or create a different form for report selection criteria.
You could even designate an appropriate header when report criteria are standardized in advance. For example, a command button captioned "View Yesterday's Additions":
strWhere = "[Date_Added] >= (Date() - 1) AND [Date_Added] < Date()"
strHeader = "Species Added Yesterday"
DoCmd.OpenReport ReportName:="YourReport", _
View:=acViewReport, _
WhereCondition:=strWhere, _
OpenArgs:=strHeader

MS Access 2016: Set Report's RecordSource to get data from a Subform

Is there some sort of work-around that could make this possible? Or could anyone offer just some general advice on my situation below? I tried to set the record source through VBA but had no luck.
My situation:
I have a main form with a subform contained within, and I want the subform to be purely for data entry (Data Entry = Yes). Upon clicking a button, the user is sent from the main form to a report (print preview only). I want the source for this report to be the subform the users are entering data into, but I don't have this option from the report's property sheet itself (no forms), and I also was unable to set it through VBA. Here's my code, it's one line so I highly doubt it's the problem.
Private Sub Report_Load()
Reports![P18003 SDR Report].RecordSource = "P18003 SDR Subform"
End Sub
Previously, to work-around this I had a parameter query that waited for the user to enter data into an unbound textbox from the main form, and an after update trigger on that textbox would load any data relevant to that parameter (my employer and I miscommunicated the requirements).
It turns out though that I don't need to load any older data, and I run into problems with my current parameter query in the event that the user does input a parameter which loads old data - that old data is transferred to the report in addition to the new data they've just entered. This is the main problem with the method I am currently using, and it trashes almost all functionality with this form and report. The events that a user would need to enter a parameter which queries older data are few and far between, but it's not a functional product unless I can get the subform to be connected to the report directly. There's likely something obvious I'm missing here (or at least, I hope there is).
Thanks in advance for taking the time to read this and for any help you may offer.
you can either send the recordsource to the report itself in the OpenArgs by the open report event, after the click event in the subform
Private Sub btnSubform_Click()
Dim strSQL as String
strSQL = "SELECT * FROM SubformQuery WHERE ID = " & CurrentSubfromRecordID
Docmd.OpenReport, acViewReport, , , , strSQL
End Sub
and then in the Report.
Private Sub Report_Open(Cancel As Integer)
Me.recordsource = Me.OpenArgs
End Sub
Or you can make a paramter Query and set this Query criteria as record source for the report. So the parameter in the query is pointing to the current selected row in the subform. Like this:
--- At the Criteria in the Query designer:
--- RecordSource for the Report:
Forms![FormMain]![YourSubform]![ID]
Now every time the reports obens he gets the ID from the current selected record of your subform.

Can I use criteria from any current form in a single query in Access 2003

I have a report (ReportX) that I wish to open from two different forms (FormA and FormB) in my database. I wish to do this because FormA and FormB address different aspects of my data, even if they ultimately get to the same output. ReportX is based on data from QueryX.
The problem I have is that QueryX would ideally filter the data based on the current RecordID in the current form. But I don't know how to accomplish this. I'd like to design QueryX so that the criteria for RecordID is essentially CurrentForm!RecordID, but research suggests that I cannot do this. Must I make separate but otherwise identical queries and reports for each form? Or is there a way to use VBA to define the query criteria when I click on the OpenReportX command button?
I already tried using the WHERE condition in the OpenReport command:
DoCmd.OpenReport "ReportX", acViewPreview, ,"RecordID = " & RecordID
but that did not display the results I wished. I need the report header to display/print for each RecordID and the page count in the page footer to reflect only the current/total pages of the RecordID in question. (In other words, if record 1 is one page, record 2 is two pages and record 3 is three pages, then ReportX, when displaying the first page of record 2, should say "Page 1 of 2" and not "Page 2 of 6.") So being able to display and print a single record properly using record filters would also solve my problem.
Which is the least cumbersome/most possible solution?
You should be able to accomplish this using the WHERE condition argument when you open a report:
DoCmd.OpenReport "rptName", acViewPreview, ,"RecordID = " & Me!RecordID
In the case where a I need more control over a Report's recordsource than what the Where condition argument can do for me, I will set the Reports RecordSource to be blank (after designing the report). Next I write code create the correct SQL statement in the Open Report button's Click event, followed by code to open the report and pass in the SQL as an opening argument for the report.
Private Sub cmdOpenReport_Click()
Dim sSQL as string
sSQL = "SELECT * FROM tblWhatever WHERE RecordID = " & Me!RecordID
DoCmd.OpenReport "rptReportName", acViewPreview, , , ,sSQL
End Sub
Then in the report's Open event I write code to set the recordsource:
Private Sub Report_Open(Cancel As Integer)
If IsNull(Me.OpenArgs) = False Then
Me.RecordSource = Me.OpenArgs
End If
End Sub
If neither of those accomplish what you want then you have an issue of a different sort. It's a little difficult for me to understand why you need All Records to show up in the header but only one record in the detail area. And how you expect to accomplish this. You might be best off trying to write a query first that gives you the exact results that your looking for so you know that it can be done.
As a side note, I actually use very few saved queries in my designs. It's not that there's anything wrong with using them, as the option is there for your convenience. I frequently use raw SQL on both forms and reports and set the RecordSource to the SQL on the Form or Reports Open or Load events.
Yes you can point to form data items in a query, and subsequently use that query in a report. The forms need to be open before the report runs. As far as having a header for each record, that is controlled in the settings of the report and how it displays the data.
In the Field, or Critera you can use the format:
[Forms]![frm_Process_Candidates]![QuestionTemplate]
Where frm_Process_Candidates would be the name assigned to your form, and QuestionTemplate is either the name of a control on your form, or a field from the data source of your form.
If you have a sub-form, there will be another [Form] call in the middle there.
[Forms]![frm_Dropdown_Admin]![frm_Dropdown_Admin_Detail].[Form]![text22]
Access should figure it out from there.

Access Report not Filtering when Others Are

I have a form which allows the user to edit the properties of a filter via some combo boxes, then open a report. The report is opened with
DoCmd.OpenReport rptName, acViewReport, , whereClause, acWindowNormal
'whereClause = "Building = '005'" for instance
Some reports open fine, by which I mean they populate with the filtered info. Others, however, even though they are based off the same in-house template, IGNORE the filter all together and display a report based on ALL data (not the filtered data).
Why would a report ignore the filter? When I edit the reports in design mode after opening them with the form:
Working Report | Non Working Report
Filter: Building = '005' | Filter:
Filter On Load: No | Filter On Load: No
What could be causing the non-working report to not register the filter argument? There's no On Load VBA, nor any VBA, in these reports (except for an Export to PDF and a close button which is copy-paste for each report).
EDIT
Should have checked before, this happens regardless of whether or not the query driving the report is empty (ie the filter is never applied to some reports, regardless of blankness)
Not sure if the code will help, but:
Private Sub btnOpenSummary_Click()
If IsNull(Me.cboSummary) Then
MsgBox "Please select a building for the SUMMARY report."
Exit Sub
End If
strCrit = "Building = '" & Me.cboSummary & "'"
MsgBox strCrit
survArray = getSurveyArray()
For Each Survey In survArray
DoCmd.OpenReport Survey, acViewReport, , strCrit, acWindowNormal
Next Survey
DoCmd.OpenReport "Total Summary", acViewReport, , , , Me.cboSummary
End Sub
My fault.. there was code which had for some reason been linefed all the way down the code page and out of view. There was an On Open which played with the Control Source. It ended up being useless (as the control source only needed to be set once, not every time) but it was disabling the filter for some reason. Anybody else who may have this problem:
Make sure the control source is not being altered in your VBA for the report.
Thanks to those that helped, sorry my information was wrong.
My OnOpen code:
Private Sub Form_Open(Cancel as Integer)
Me.RecordSource = Me.Name
End Sub
It takes the name of the report, which corresponds to a name of a query, and puts it as the recordsource. (I have about 40 reports done this way, so it's dependent on names to make it fast to duplicate for different items).
Removing this made it work perfectly using Access 2010. Not sure if this was a problem specific to my setup or what, but, this change directly fixed it.
This is not a direct solution, but rather a workaround which should almost certainly work. Instead of applying filtering to the report, dynamically change the report data source by passing the where clause as a parameter.
To open the report use:
DoCmd.OpenReport rptName, acViewReport, , , acWindowNormal, whereClause
Note that the whereClause string is being passed as the OpenArgs parameter.
Then in the report VB:
Private Sub Report_Open(Cancel As Integer)
On Error GoTo ReportOpenError
If Not(IsNull(Me.OpenArgs)) Then
Me.RecordSource = Replace(Me.RecordSource,";"," WHERE " & Me.OpenArgs & ";")
End If
Exit Sub
ReportOpenError:
MsgBox "Unable to open the specified report"
Cancel = 1
End Sub
This solution assumes the report RecordSource is defined as a semicolon terminated SQL query (not a query name) and the record source does not already contain any WHERE, GROUP BY, etc., clauses. In those cases, it may be easier to redefine the query from scratch.
This problem may also occur when a report is copied and re-purposed. I had a report that was working fine then made a copy of it and was no longer able to filter it.
Perhaps there is a glitch in Access that causes it to ignore the filter when the report is copied under certain circumstances.
Solution: Instead of copying and re-naming the report, try creating a new report, linking the data source, and copying the fields back into place. If you are dealing with a new report, try re-creating it.

Passing a parameter in a Report's Open Event to a parameter query (Access 2007)

I would like to know if there is a way to set the parameters in an Access 2007 query using VBA. I am new to using VBA in Access, and I have been tasked with adding a little piece of functionality to an existing app.
The issue I am having is that the same report can be called in two different places in the application. The first being on a command button on a data entry form, the other from a switchboard button. The report itself is based on a parameter query that has requires the user to enter a Supplier ID.
The user would like to not have to enter the Supplier ID on the data entry form (since the form displays the Supplier ID already), but from the switchboard, they would like to be prompted to enter a Supplier ID.
Where I am stuck is how to call the report's query (in the report's open event) and pass the SupplierID from the form as the parameter. I have been trying for a while, and I can't get anything to work correctly. Here is my code so far, but I am obviously stumped.
Private Sub Report_Open(Cancel As Integer)
Dim intSupplierCode As Integer
'Check to see if the data entry form is open
If CurrentProject.AllForms("frmExample").IsLoaded = True Then
'Retrieve the SupplierID from the data entry form
intSupplierCode = Forms![frmExample]![SupplierID]
'Call the parameter query passing the SupplierID????
DoCmd.OpenQuery "qryParams"
Else
'Execute the parameter query as normal
DoCmd.OpenQuery "qryParams"?????
End If
End Sub
I've tried Me.SupplierID = intSupplierCode, and although it compiles, it bombs when I run it. And here is my SQL code for the parameter query:
PARAMETERS [Enter Supplier] Long;
SELECT Suppliers.SupplierID, Suppliers.CompanyName, Suppliers.ContactName, Suppliers.ContactTitle
FROM Suppliers
WHERE (((Suppliers.SupplierID)=[Enter Supplier]));
I know there are ways around this problem (and probably an easy way as well) but like I said, my lack of experience using Access and VBA makes things difficult. If any of you could help, that would be great!
The suggestion being made here is to 100% REMOVE the parameter from the query. This not only solves your problem, but then means you can use the query for code, other forms and not have your whole design fall apart because one stupid form is not open (hence the VERY reason for your question).
So, remove the parameters from the query. This also means that your report will now not need some form that already opened. And again, if some silly form is not opened, why should your report fail to work?
So, remove the parameter. Now, in your form that opens the report, it can pass the filter, and more in point use what is a called a "where" clause. This "where" clause is designed in MS-access to solve the problem of having to know ahead of time what kind of parameters and filters you need. It occurs at runtime, and thus MANY DIFFERENT forms can call and open that report.
Now in the form that calls and opens the form, you go:
Docmd.OpenReport "rptSuppliers",acViewPreview, , _
"SupplierCode = " & me.SupplierCode
So, in the above, the parameter is created on the fly. The great advantage is tomorrow you can have another form open the same report and perhaps filter by region.
In the case of NO where clause being passed and a user simply opening the form, then no filters will be used and no prompts will occur and all records will show. This is probably your best approach.
However if for some strange reason you still deem it REALLY necessary to have some report prompt when one silly form just happens to not be opened, then place the following code in the forms on-open event.
If CurrentProject.AllForms("form1").IsLoaded = False Then
Me.Filter = "SupplierID = " & InputBox("Enter Supplier ID")
Me.FilterOn = True
End
However, I would really make efforts to avoid hard coding some silly form name in the reports open event. Not only does this mean your hard coding dependencies of some silly form that is now attached to a report, but if you later on copy that report, or even copy the original form (or even rename any of these objects), then you have to go into the application and hunt about and now find the places you as a developer introduced dependences. This approach can substantially increase the maintenance costs of an application and thus should be advoied.
So, the suggestion here is to dump the parameter query. Simply provide a form or some prompt system to launch the reports. Those forms should prompt the user for the information you wish to filter. Or as in your case the bound form and it current record provides that information. The beauty of this system is now there is no depdancy from the report.
Any form, or even any code down the road is free to pass a pramaeter, and it will not be limited to SupplierID, but can be any type of filter or parameter you wish.
Keep in mind that perhaps the user might not want that form to be open and perhaps they don't want the prompt. With your design and question the user will be forced to enter a parameter value even when launching the report without any forms open and not desiring to be prompted to allow them to view all reocrds in that report.
As I outlined in a recent post, I tend never to hardwire any parameters or form control references into the recordsources of reports or forms. Instead, I set them at runtime. The simplest way is by passing the WhereCondition property in the DoCmd.OpenForm/DoCmd.OpenReport:
DoCmd.OpenReport "MyReport", , , "[SupplierID]=" & Me!SupplierID
That assumes you're running it from a form that has the relevant SupplierID already present in its recordsource (i.e., you're on a record with that SupplierID).
More complicated is to use the OnOpen event of the report to set the reports's recordsource. That's what I outlined in the cited post above. But that example hardwires the choice to a selection form, whereas you might want to instead offer different sets of choices depending on context. There are two ways to handle that:
if A2003 and later, pass an OpenArg (the last parameter of the DoCmd.OpenReport) to tell the OnOpen event what to do to collect the information on what to filter to.
use an outside structure like a standalone class module to store criteria that the OnOpen event will read and act upon accordingly.
I suspect that the WhereCondition in the DoCmd.OpenReport is your easiest solution, but if you want details on the other two, just ask.