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Monday 2 April 2018

Designing With A Summary View Access 2013


A summary view allows you to summarize data by calculating a sum or average. You need to choose a table or query with numerical fields before you can work with many of the best features in this type of view. 

The Record Source field (where the view gets the data) allows you to choose from the table or any queries that include the table. 

If you have been creating tables by using templates, you might already have seen examples of a summary view, which would appear as a third available view on some of the tables. When you create your own tables, a Web App will automatically create a List view and a Datasheet view. 

Create a summary view:
  1. Locate the object in the Table Selector. 
  2. Click the plus sign. 
  3. Type a name for the view, select Summary as the view type, and select the record source. 
  4. Click Add New View. 
  5. When the new view is displayed, click Edit. 
  6. Click the control list shown on the left. 
  7. Click the Data charm next to the list control. 
  8. In the Data popup window, choose the field to group by, type a header for the calculation, and choose the field and calculation type. 
  9. Close the Data popup window. 
  10. Click the details area on the right. 
  11. Click the Data charm next to the details area. 
  12. Define the fields to summarize. 
  13. When displaying a summary view in a browser, click each record in the control list on the left to see the summary details on the right change to match the selected record. 
CAUTION: After you have closed any Data popup windows, you will see the fields and summary options displayed on the control list, but in the detail section on the right, you will not see any information displayed. You might be unsure about whether you have defined any choices in this detail section, so to check this, you need to re-display the Data popup window.

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