Date Filters and Group options do not appear - excel-2007

I am quite a new user, working on a pivot table with SQL Server Analysis Services on Windows Server 2003.
I am unable to filter my reports by date despite having Googled many websites for advice. A blog tells me that by grouping we can easily filter by date but whenever I group a single field (row) it automatically groups it with a new column. No row or column is empty, so I don’t understand why it does not show me the group dialogue box to set parameters manually and also on right click and hover over on filter. Only one filter option shows, "Top 10", however many other options I have seen in tutorials about filtering by date.
My date format is 2013-05-07 which I cannot change. Maybe this is the problem?
I just want to filter report by date. How can I achieve this?

Related

Crystal Reports dynamic group summary

I'm trying to figure out a way to dynamically create a report summary that lists the totals of instances for each account dynamically at the beginning or end of the report. An account will only show up on the report if that account had any instances in the date/time range established by the Start/End date parameter fields, so every account will not always show, hence the dynamic part of the problem. There is surprising sparse information on how to do this from what I've found. Any ideas would be appreciated.
Use Insert, CrossTab...
Select Account as the row and select the value you wish to summarize.
There are many other options if you look into CrossTab features...

Limit PivotTable Filter based on another filter

I have a pivot table with multiple filters, such as:
Site: select one of the sites
Supervisor: shows all supervisors, regardless of site
Currently, the Supervisor filter shows all the available options from the data set. I want it to only display the supervisor names that match the selected site. I'm trying to put together an automated solution that will update as users select the options they need within the filters (to see their site and individual teams, for example). I'm trying to automate this, so it will always be current as supervisors are added/removed from the data set.
I'm pretty sure automating this is a VBA issue, but I'm pretty new to using VBA, so I'm not sure where to start.
Seeing as I'm new and do not have enough rep to comment I will just give you an answer and if it's not what you're looking for I will remove it.
I don't believe this is a VBA issue. In the pivot table Field List you will want to set Supervisor to be filtered by clicking the little downward arrow beside the field name within the "Choose fields to add to report" box. That way when you select a site you can then filter out any of the supervisors that don't belong there.

Access 2007 - drop down box in a Report

I need to create a drop-down box so that an employee can select a pre-set reason in the "RE:" field of a Report. There are only two selections that need to be in the box: "personal events" and "lack of adequate notice".
The report itself is already made and there are a number of fields that link back to the database - name, address, specific dates, etc that are already in the report. I've figured out how to make the drop-down box using the combo box function in a form but is there any way I can merge the combo box into the report?
I'm a beginner, by the way so I'm still figuring things out.
Currently your report sits on a query (query get relevant data from the table)
Steps to follow:-
Change the table by adding a column with the two options you just
mentioned above
Add combobox to Form with items as the two options
Adjust your query to use these options as a criteria to change
results returned by the query
Show the results in the report as you are showing right now.
If you have a code already, please post that snippet. So we can help you accordingly.
Some reference for you to get ideas
BUT I HAVE A DOUBT, ARE YOU TRYING TO SAY YOU WANT TO SWTICH BETWEEN TWO REPORTS BASED ON THE USER CHOICE SELECTED IN COMBOBOX?

VB.NET Active Reports

I have a VB active report which has many different attributes. The report contains attributes area, balance, id and status and is currently grouped my area. What I need to do now is remove all lines from the report where the balance is equal to 0 and the status equal to deactive. The information for the active report is from my database. Thus I think the best way would be to only select records where the balance is not 0 and status not equal to deactive. Is there a way I can query my database and have the active report be based off the query results? Is there an easy way to do this? Thanks for any help.
Yes, the best way to do this is to change the query so that only the minimum records you need are actually coming into the report. The Modify Data Sources at Run Time topic from the documentation shows how to modify that SQL statement in the code dynamically at runtime.
If you can hard-code the SQL query for the report you should probably just modify the SQL at design time inside the designer. This Bind Reports to a Data Source topic shows you how to do that.
You can also programatically control the visibility of fields/textboxes based on the data using the Format event of the section containing those controls (most likely Detail_Format), but it sounds to me like modifying the SQL query is your best bet.

Access Database

I need help in creating an query interface with access database.
In brief, with this query interface I want to see calculated future dates for different steps of a process based on the date the process actually started.
The future dates will always be at a fixed number of days after the start date. I hope I am able to explain this in an understandable manner.
I was thinking of using access forms? Please help me in this. I am not sure of how to proceed with this.
If your data is already in MS Access, then using Access Forms would be your easiest method of displaying that data. If the data is elsewhere, such as in Sql Server, you may be better suited in the long run using a different display technology.
That being said, to select a number of dates, as you would do in Access, you can use the Date Add function. If you had a table Processes with a column StartDate, you could use the query
SELECT *, DateAdd("d",5,StartDate) as "5 Days", DateAdd("d",36,StartDate) as "36 Days"
FROM Processes
to generate a record set to bind your form to. Binding that query to a new form is easy. You just need to change the record source by:
Right click anywhere blank in your new form
Select Properties
Change to the data tab
Click the button next to the text box labeled "Record Source"
Build your query using the built in editor (or, to paste the given SQL, right click in the designer view and select SQL view, then paste)
Close the query building dialog and use your new fields. You can drag them from the field list onto the design surface.