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Microsoft Access 2010 : Working with Sorting and Grouping (part 1) - Add Sorting and Grouping to a Report

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1/23/2015 8:40:21 PM
Unlike sorting data within a form, sorting data within a report isn’t determined by the underlying query. In fact, the underlying query affects the report’s sort order only when you have not specified a sort order for the report. Any sort order specified in the query is completely overwritten by the report’s sort order, which is determined in the report’s Group, Sort, and Total window (see Figure 1). The sorting and grouping of a report is affected by what options you select when you run the Report Wizard. You can use the Group, Sort, and Total window to add, remove, or modify sorting and grouping options for a report. Sorting simply affects the order of the records in the report. Grouping adds group headers and footers to the report.
Figure 1. The Sorting and Grouping window, showing grouping by Country, City, and OrderID and sorting by product name.

Add Sorting and Grouping to a Report

Often, you want to add sorting or grouping to a report. Grouping enables you to add group headers and group footers to a report, and sorting allows you to designate the sort order within your groups. To add grouping and sorting, follow these five steps:

1.
Click Group & Sort in the Grouping & Totals group on the Design tab of the Ribbon to open the Group, Sort, & Total window.

2.
Select Add a Group to add a grouping to the report, or select Add a Sort to add an additional sorting level to the report.

3.
Select the field on which you want to sort or group (see Figure 2).

Figure 2. Inserting a sorting or grouping level.

4.
Click and drag the group or sort level until it appears in the appropriate position in the Group, Sort, and Total window.

5.
Set the properties to determine the nature of the sorting or grouping . Close the Group, Sort, and Total window, if desired.

To remove a sorting or grouping that you have added, you click the X for the appropriate field in the Group, Sort, and Total window that you want to delete. Access warns you that any controls in the group header or footer will be lost.

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