Here's my Inception to Date Report. It shows budget, expenditures, encumbrances and remaining budget balance for each grant project for an individual principal investigator. The org number corresponds to an individual principal investigator, so I tried to show all the projects for each PI in one section and on one page. This way the PIs don't get each other's information, which tends to create problems.
It doesn't look like it but it took quite a bit of time to set this up in Access. I still need to show the line items in the following order, but I haven't figured out how to do that.
Personal Services
Travel
Contractual Services
Commodities
Equipment
Student Aid
Miscellaneous
Because the line item field/control has a text data type if I sort and sub-total by line item Access orders the line items alphabetically. Unfortunately this is not acceptable here at UAF. I may have to go all the way back to Excel and do all my sub-totalling before I import it into Access. You guys have any other ideas that might help?
I'd like to get a little more creative with the appearance of this report but I'm dealing with numbers and my users tend to be a bit stodgy with regard to presentation of financial results.
3 comments:
I think its looking really nice so far. You are dealing with some complex organizational criteria that makes your database one of the most difficult in the class.
I can appreciate that even though the result is not pretty it can still take quite a while to format. Good job.
I think your report is very good. As you got into chapter 9, did the tabular or stacked layout do anything to help you resolve the line order?
I tried that with my report, but it just didn't work for what I was doing - it just made the report look jumbled and confusing.
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