Pie-charts on Access Reports

Pie-charts on Access Reports

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I have a report based on query data in Access that I want to use to draw pie-charts.

For illustration purposes, let's say I have different clients (each record) with fields for Cash, Equities, Fixed Income (each having a value).

If I want a report to show the pie-chart of these 3 fields for each client how do I proceed. I have some good working knowledge of Access, but i seem just not to be able to do this.

Anybody can help? Any resources on the web?

Many thanks
Vimal Ori

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By AnonymousUser
23rd Mar 2001 17:26

Solution
Almost done... Access isn't easy!

Highlight the "Client Name" footer bar below the chart. Select the value "After Section" for the "Force New Page" property under the format tab.

This will make a new page for every client.

One more thing...

Highlight your chart and right click. This will bring up the properties page for the chart. Click to the right of the row source to open the query builder.

You should have two fields in the columns, one called something like Category and the other Amount. Drag the Client Name field down to make a third column.

Go down to criteria and select the criteria for the third field "Client Name". Right click on that and select "Build". Double click on the "Reports" folder in the window on the bottom left. Double click on "All Reports". Double click on "Report1" or whatever you have named this report.

In the middle window, you should see a list of controls on the form. One should be called "Client Name". Double click on this. This will put something like "Reports![Report1]![Client Name]" in the upper window for you. Click on ok.

This will set the chart to only show results for the client named at the top of the report!

You can now fiddle about with how big you want the chart to be, what you want for the titles, etc.

If you send me your e-mail I can send you a copy of the database I used to work this out.

Good luck!

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Replying to sparkler:
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By nrr_Oh
16th Jun 2015 18:26

Pie Chart Database

Hi,

I am very interested in seeing the database in which you created the pie charts for each instance of a client. 

Thank you.

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By AnonymousUser
23rd Mar 2001 17:27

Reverse order
These comments are in reverse order... start with making tables...

[email protected]

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By AnonymousUser
23rd Mar 2001 17:24

Solution
Make a table with three fields - one for the client name, one for the category, and one for the amount like -

Client Name Category Amount
Joe Cash 10,000
Joe Equities 35,000
Joe Fixed Income 75,000
Jane Cash 22,000
Jane Equities 65,000
Jane Fixed Income 18,000

Create a new report, using the chart wizard and the table you have created. Select the fields "Category" and "Amount". Select a pie chart. Click on next to accept the layout, then finish.

This will give you the pie chart you are looking for.

Snazz it up by clicking to the right of the record source property for the report to make a query. Add the table you created to the query, double click on the "Client Name" field to put the name field in the query column. Make the query a crosstab query by clicking on the query type button on the top menu bar, then click it back to a select query.

You'll see a new line called "Total" with "Grouped By" selected. This will group all the entries for a specific client together, so your duplicated "Joe" "Joe" "Joe" entries are gathered together under one "Joe" entry.

Close the query builder and click "Yes" to save your changes.

You'll see the record source for your report set to something like SELECT ChartData.[Client Name] FROM ChartData GROUP BY ChartData.[Client Name];

Click on your field list box and drag your Client Name field onto the report. This will give a title to your chart that shows the client's name.

If you look at the chart results, you'll see three charts for each client. You need to add a grouping level by clicking on sorting and grouping and selecting the Client Name field in the Field/Expression box. Select Yes for Group footer.

(continued)

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Simon Hurst
By Simon Hurst
22nd Mar 2001 08:42

Charts in Access
Assuming you are using Access 97 or 2000:

In report design choose Insert, Chart from the menus. Draw the chart the size you need it in the section you need it, the chart wizard will then be launched and you can set it up accordingly. One step of the wizard should ask you which fields link the report to the chart, so you can change from record to record.

I hope it works...

Regards

Simon Hurst
The Knowledge Base
www.tkb.co.uk

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By xiaoyuandlg
26th Feb 2014 04:10

Not knowing too much on the Access plug-in , but I think here something about the UI pie chart would be useful to your question.

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