Microsoft Office Tutorials and References
In Depth Information
Displaying Information with Charts
a chart, you create a new form or report — or open an existing one — and
then add a chart control. In this chapter, we describe storing your chart
controls in reports, but you can include them in forms if you prefer.
We recommend running the Chart Wizard and customizing the chart
afterward. Heck, why not make the wizard do most of the work? If you insist on
making a chart control manually, see the sidebar “Making charts the
oldfashioned way,” later in this chapter, but don’t say we didn’t warn you.
The Access Chart Wizard is very limited; Microsoft Graph can draw more
types of charts. If you want to create a stacked bar chart, radar chart, or
multiple-ring doughnut chart, the wizard can’t help you. You can make a
similar chart with the wizard and modify the chart afterward in Design view.
Another method of making better charts is to export your data to Excel
2013 — yet another component of Microsoft Office 2013 — and use its more
powerful Chart Wizard. See Book II, Chapter 4 for information on exporting
records from Access to Excel.
Creating charts with the Chart Wizard
If you want to create charts in Access, the Chart Wizard is the only good way
to start. You may want to add a chart to an existing report or create a chart
that stands alone (meaning that no other controls are on the report). The
Chart Wizard allows you to do either thing.
Whether you create a new report for your chart or add a chart to an
existing report, you start with the Reports list in the Navigation Pane. If the
Navigation Pane isn’t visible, click the Shutter Bar Open/Close button (>>).
Then scroll to see the list of your existing reports.
You can add a chart to a report that you’ve already created by adding a
chart control to your report. Follow these steps:
1. Determine which table or query contains the data you want to chart
(the record source) .
To make a chart, you need at least one numeric field. Find a table or
query (or make a query) that contains the fields you want on your chart.
You don’t have to use all the fields; the Chart Wizard enables you to
select just those that you want.
If you’re charting values by date, make sure that your record source
includes the date field. If you want to chart sales per week for each week
of the year, the record source needs to include both the sales-number
field and the sale-date field. The fields don’t have to be weekly totals:
The Chart Wizard can total your fields for you.
2. Create a new report, or open an existing report in Design or Layout view.
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