Create an Access Report with Subtotals and Percentage Formulas

In this post I will explain how to create an Access report that has subtotals and percentage formulas. The first step is to ask the question for which the report will answer. Lets look at the screenshot below and ask “Which country has the highest units sold?” and “What is the percentage of the total units sold per country?” We will group the report by country which has United States, Canada, Brazil and the Dominican Republic.

sales table

First click the Insert tab and chose report wizard.

report wizard

Select the table(s) or query you want to work with.

fields

Select the fields you want to be included in the report.

group

Group by country.

summary options

Select summary options.

calculate options

Click sum and check the box to calculate percent of total for sums.

select

name the report

Name the report and click finish.

You could touch up the report by clicking on the design view.

 

 

Advertisements

About Steve Chase

I want to help you work in your business, so you can work on your business. I want to help you achieve your goals and help you have a successful small business journey. I understand that keeping up with the latest technology and cloud based computer trends can be difficult, when you’re running your day to day business. But, it is crucial that you keep up with the technology and best understand your options, in order to thrive in this new era of online business. I can help you discover the right software and tools for your business, train your team on how to use them, and mentor you to best serve and delight your customers. My certifications include: QuickBooks ProAdvisor, Microsoft Office Specialist Master, and OntraPort Certified Consultant. Please contact me on my new website at www.sequentiasolutions.com
This entry was posted in Access. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s