access 2016 pivot table This is a topic that many people are looking for. khurak.net is a channel providing useful information about learning, life, digital marketing and online courses …. it will help you have an overview and solid multi-faceted knowledge . Today, khurak.net would like to introduce to you Crosstab Queries in Microsoft Access – Similar to Pivot Tables in Excel . Following along are instructions in the video below:
“To another free tutorial brought to you by access learning zone comm in this lesson. Lesson. We re going to learn about crosstab queries. Now if you re familiar with excel a tall crosstab queries are very similar to excel pivot tables pivot tables are used for summarizing large sheets of information we ve got hundreds or thousands of rows.
And you want to try and make some sense out of it crosstab queries are a very similar feature in microsoft access for example here. I have a simple customer table customer id first name last name and state. The state. The customers from and of course.
A real customer table would have a lot more information than this. But this is just for the example and here i have an ordered table that lists all the orders for each of the customers. There s the order id the customer id that tells us which customer. It s for the invoice dates and the amount of the order.
Now i could have pages and pages of information here in the order table and just to look at it it really doesn t tell me anything about the data. So we can use a crosstab query to summarize this information based on one or more fields. So i can see trends in the data that might not be apparent just by looking at the big list here. So let s say i want to summarize this information showing sales by month grouped by the customers state.
So i can see all the september sales from new york. The september sales from texas. The october sales from new york and so on in one nice easy sheet well the first thing. We have to do is bring it together this information.
So i have a list of all my orders and i have to include the customers state. So we ll use a query for that we ll bring together two relational tables. Now if you don t know how to use a query to bring together data from two tables look at my website for my other tutorials on relational tables. But i m going to close both of these tables down and i m going to create a query create query design.
I m going to bring in my order table first and then my customer table and that s just so the order tables on the left makes it easier to see i want to bring all of the fields from the order table into the query. So i ll double click on the star. Over. Here that brings all of the order table fields over and then just the fields from the customer table that i want in this i only care about the state.
So i ll just bring in the customer state. I don t care who the customer is because i m going to summarize this information based on state. Now when i run the query. I can see all the order information over here and the customers states on this side.
So let s save this query ctrl s to save as orders by state q. I like to end all of my queries in the letter. Q. So i know their queries now that we have the data together that we want to summarize.
We can build a crosstab query. I m going to close this query save changes if it asks you to save changes. Let s go to create and this time. We re going to use the query wizard.
Now there is a wizard to build crosstab queries. The wizard is okay. It lacks some features that you can have if you build the query manually. But for today we ll stick to the wizard there it is right there the crosstab query wizard click ok first you re asked for which table or query contains the data that you want to have in the crosstab query.
We re going to use our query here that we just built orders by state q. Click next next. Which fields do you want to have as the row. Heading the row is over here on the side.
We re going to put the invoice date as the row heading so click on invoice date and click on this little button right there. Yes you can have multiple row headings and multiple column headings. But that s a topic for a future class click next. Which fields you want as the column headings across the top let s go with state for that next again.
What do you want for the data. And what calculation do you want well we want the amount of the order. And the default function is average. Do you want to see the average sale amount in here.
Do you want to see the total sale amounts that s some you can see the max or the min. The first or last the count how many orders let s go with some for now we want to sum up the sales by state by date and if you want to include row sums. Which is a calculation of the the total for the entire row. You can leave that box on there click next.
What name do you want for your query. Orders by state q. Crosstab is the default. I m going to say orders by state by date.
Q. And then hit finish and access does it s magic and builds for you a crosstab query here you can see down the left hand side. All the dates. There s the total for the entire row and over here you can see they re broken down by state florida iowa.
New york texas. That s a simple crosstab query. Now if you want this group to even further by let s say just month and year you don t want to see the individual date here you want all of september sales. All of october sales.
And so on you just have to format that date accordingly in your original query for example. Let s close this i m going to delete that query. We re going to build another one delete the orders by state by date. Alright are you sure yes.
I m sure let s go back and edit our orders by state queue and i m going to create a new field out here a calculated field and i m going to call this year month. This is going to be format the invoice date field comma double quotes. Why why why why mm close quotes close parenthesis. This is called a calculated query field and i talked about this in my other classes.
And i m essentially saying create for me a new field. Which is equal to the invoice date formatted in a custom format using the format function. Why why why why mmm that says 2013 1 1. For example now when i run this query.
You can see over here my custom field called year month. Now when the crosstab query sees that it will group together the like year month of values. So now let s close this save changes. Yes.
Let s build that crosstab query again create query wizard crosstab queries orders by state queue next. What do you want for the row headings this time. I want my year month field not the invoice date next column header state next. The data.
I want the amount sum next. I ll just keep that name for now and then hit finish and there we go you can see it used my year month field that i created florida iowa new york texas. The total and you can see now how they re all grouped together based on this field. And that is how you create a simple crosstab query now there s a lot more to learn about crosstab queries.
I literally just scratch the surface with this lesson. If you want to learn more about crosstab. Queries. Visit.
My website access learning zone. Comm and pick up access experts. 17. And 18 experts.
17. Covers a lot of different query types union queries and action queries and introduces crosstab queries and then access 18 continues teaching more advanced crosstab query techniques thanks for watching. If you like this video. Please be sure to give it a thumbs up and comment below.
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“In this Microsoft Access Tutorial I will teach you how to build Crosstab Queries. These are very similar to Pivot Tables in Excel and are used to summarize large amounts of data, or to group and organize data in different ways. Learn more about Crosstab Queries at http://599CD.com/XP2EMX”,
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