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Reports

P: 73
I have a Production Table with the following fields:
Date
Name
Manager
Total Loans
Total Calls
Loan Review
Call Monitor
and a Query that Calculates Total loans/calls Times a Points table with the same fields to figure out an Monthly Percentage on how they are doing.

I have been trying to Run a Report pulling in there Total Loans/Calls/Manager/Date/Loan Review/Call Monitor with the Query that calculates there Percentage. Is there a way to combine Table and the Query. It keeps doubling in size when I do that. I tried to do Sorting and Grouping but couldn't seem to get that to work correctly.
I currently have it working because I pulled all the same information from the Table into the Query but it seems like that Query is going to get huge because it is pulling in the same data 2xs and getting redudant. But it made it easy to put the textboxes into a Report and Run the report on a monthly basis using a Date Parameter. Is this the best way of doing this?
Dec 27 '07 #1
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nico5038
Expert 2.5K+
P: 3,072
I have a Production Table with the following fields:
Date
Name
Manager
Total Loans
Total Calls
Loan Review
Call Monitor
and a Query that Calculates Total loans/calls Times a Points table with the same fields to figure out an Monthly Percentage on how they are doing.

I have been trying to Run a Report pulling in there Total Loans/Calls/Manager/Date/Loan Review/Call Monitor with the Query that calculates there Percentage. Is there a way to combine Table and the Query. It keeps doubling in size when I do that. I tried to do Sorting and Grouping but couldn't seem to get that to work correctly.
I currently have it working because I pulled all the same information from the Table into the Query but it seems like that Query is going to get huge because it is pulling in the same data 2xs and getting redudant. But it made it easy to put the textboxes into a Report and Run the report on a monthly basis using a Date Parameter. Is this the best way of doing this?
It's not encouraged to name a field "Date" as it's also a function.
Besides this, getting data doubling is in general caused by a non-unique JOIN to another table.
Make sure when you're joining tables that there's a unique key used.

I would have expected a tblManager with ID's for the Loans/Calls/etc.
Then a groupby query to sum the values to get a total per date.
Finally in the report you can use the footer to calculate a (monthly) total and add textboxes with formula's for giving percentages.

Nic;o)
Dec 30 '07 #2

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