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Using Microsoft Access Charts And Forms

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The material below originally appeared in Alison Balter's book Mastering Microsoft Office Access 2007 Development and is reprinted here with the author's permission. There may be references to "Figures" or "Chapters"that are not reprintable and are not used on this page.

Exchanging Axes

If you are viewing Year across the top and Country down the side, and you decide to view Year across the side and Country across the top, simply drag and drop their name buttons to switch the positions in which they appear. You can also easily drag new items to the pivot table from the PivotTable list at any time or remove them from the pivot table entirely.

Switching to PivotChart View

When you define a PivotTable view, you automatically generate a PivotChart view. You will see how evident this is by using the View tool to switch to PivotChart view. You can use ribbon buttons to add legends and modify the chart type.

Practical Examples: Designing Forms for Your Application

Several forms are required by the hypothetical time and billing application. I recommend that you build them yourself. They are somewhat complex. If you prefer, you can review the completed forms in CHAP5.ACCDB, rather than build them yourself. They are called frmClients and frmProjects.

Designing The Clients Form

Here are the steps involved in creating the Clients form:

1. Click to select the Create tab and then click Form Design.
2. Activate the Data tab of the property sheet. Select the Record Source property and select tblClients as the Record Source. Although you will modify this form later in the book to be based on a query, for now it is based directly on the tblClients table.
3. Click to select the Add Existing Fields tool in the Tools group on the Design tab.
4. Select the CompanyName, ContactFirstName, ContactLastName, ContactTitle, ReferredBy, AssociatedWith, DefaultRate, Miles, and HomePage fields from the field list.

The next step is to add a combo box that allows the user to select the appropriate contact type for the client. The easiest way to accomplish the task is to use the Control Wizards:

1. Make sure that the Control Wizards tool is selected.
2. Click to select a combo box from the Controls group. Then click and drag to add the combo box to the appropriate location in the detail section of the form. The Combo Box Wizard launches.
3. Select I Want the Combo Box to Look Up the Values in a Table or Query. Click Next.
4. Select the tblContactType table from the list of available tables and click Next.
5. Indicate that you want to sort by ContactType. Click Next.
6. Leave the Key column hidden, and size the ContactType column, if desired. Click Next.
7. Select Store That Value in This Field. Select ContactTypeID from the combo box and click Next.
8. Enter Contact Type as the text to appear within the label and click Finish.

Add Another Combo Box To The Form

You can add another combo box to the form, allowing the user to designate the terms for the client, with the following steps:

1. Make sure that the Control Wizards tool is selected.
2. Click to select a combo box from the Controls group on the Design tab of the ribbon; then click and drag to add it to the appropriate location in the detail section of the form. The Combo Box Wizard launches.

3. Select I Want the Combo Box to Look Up the Values in a Table or Query. Click Next.
4. Select the tblTerms table from the list of available tables and click Next.
5. Select both the TermTypeID and the TermType fields and click Next.
6. Indicate that you want to sort the records by TermType and click Next.
7. Hide the key column and click Next. 10. Store the value in the TermTypeID field and click Next.
8. Enter Term Type as the text to appear within the label and click Finish.

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Author Attribution

The preceding information originally appeared in Alison Balter's book Mastering Microsoft Office Access 2007 Development and is reprinted here with the author's permission.

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