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Some PivotTable Terms

Field – a category of data, such as region, Quarter, Sales.

Item – an element in a field.

Row field – a field with a limited set of distinct text, numeric, or date values to use as row headings in the PivotTable (region).

Column field – a field with a limited set of distinct text, numeric, or date values to use as column headings for the PivotTable. In the PivotTable here the Quarter field is the column field.

Filter field – a field with a limited text, numeric, or date values that you use to filter the PivotTable view. For example, you can use the sales rep field to create separate filters for each rep. Selecting a different sales rep filters the table to show data only for that person.

Data field – a field that contains the data you want to summarize in the table. Access recognizes two types of data fields: totals and details. A totals field performs an operation (such as sum, count, or average, and so on) on the data; a details field displays the raw data.

Layout – the overall arrangement of fields and items in the PivotTable.

To create a one-dimensional PivotTable that shows the data field details, you do the following:

1)build a select query that defines the fields and records you want to use for the PivotTable

Make sure you run the query to ensure it is returning the correct records and fields.

2) In the query’s design view or Datasheet view, choose the Home tab, click the lower half of the View split button, and then click PivotTable View. Access displays an empty PivotTable view as well as the design tab under PivotTable Tools, as shown here:

44. To build a PivotChart form:

  • In the navigation Pane, select the table or query that you want to use as the basis of the PivotChart.

  • Choose Create / PivotChart. access creates a new PivotChart form and displays the field list for the underlying table or query:

45. Creating a Calculated Field

We can create calculated columns that display the results of an expression. And you are free to use these calculated columns as field values in a PivotTable. However, if your query does not have a calculated column, or you want only a particular calculation to appear in the PivotTable view, Access enables you to create a calculated detail or a total field.

1)If the expression used by the calculated detail field requires one or more table fields, return to Design view and make sure those fields are added to the select query.

  1. In the PivotTable view, choose Design / Formulas and then choose either Create 2)Calculated Total or create calculated detail Field. Access displays the Properties dialog box with the Calculation tab selected.

Use the Name text box to type the name you want to use for the field.

4. Use the large text box to type your expression. You can see the same operators, literals, and identifiers that you already know.

If you are not sure which fields are available, select the one you want from the drop-down list and then click Insert Reference To.

5. Click Change. Access adds the calculated field to the PivotTable.

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