CREATING A PAYROLL LOANS REPORT
Course 2011004
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TGetting started
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TGive the report a name
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TStart building the report by clicking on the SQL button
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TNow select Build SQL
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TSelect the tables that you want on the right, and drag them onto the main area
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TLink the location and employee code by clicking on one field, holding down the mouse, and dragging to the matching field
Double click on each link to choose link type
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TChoose extra fields and tables, and any conditions you need on the data. See it build up the expression for you at the bottom
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• Click on File | Exit
• Say Yes, to Paste in SQL
• Click on View SQL
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TWe need to format this information. Look at the dates and the amounts in particular.
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• Close the report
• Copy the SQL statement • select • copy it with Ctrl-C• past it into a Word document,
as an insurance in case you stuff up the next step
• Click on Build SQL
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TThis is the data, formatted
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The functions used were:
• Trim to get rid of spaces• AccessDate to format the date properly• CDbl to convert the test number into a number we can manipulate
We also used Alias names to make our data more understandable
We put on conditions:
• Record transaction type not “S” as we don’t want our standard pays showing
• Transaction type not “B” (banking) or “T” (Tax)
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TClick on Save, then on the Fields button
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TDrag and drop your fields onto the detail line
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TChoose the design button, then drag and drop labels above all your columns
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TDouble click on each heading, type in what you want, and then format each heading
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If we want to drill down to the employee masterfile from a gadget, we need to add this to the employee code heading:
Code<Employee=FullCode>
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TClick on the Reports Properties button and select for this to be a Dashboard Gadget. Then OK, Save and close the report.
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TSign on to Attaché as Supervisor, click on the My Accounts Tab. Select the yellow screw to choose a gadget.
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TSelect the gadget that was just created.
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TType in a caption, save, then close the gadget properties box.
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TType in a caption, save, then close the gadget properties box.
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TRight click on the gadget bar, and select Full Screen View.
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Not so hard to do after all!