Monday, October 15, 2012

How to Use the Chart Wizard in Access to Create a Chart


1. Open the Access database. Right-click the report or form to which you want to add a chart, and select 'Design View' to open it in Design View, which is a window showing the underlying design of your form or report that displays the details and properties of the boxes, buttons and other items in your object. Using Design View makes it easier for you to make changes to the way an Access object looks and acts.
2. Go to the 'Insert' menu and click 'Chart' in Access 2003. Click the 'Chart' button in the 'Controls' group of the 'Design' tab in Access 2007 or 2010. Click on the form or report where you want to place the chart. The Chart Wizard will open. The Chart Wizard is a small window that walks you through the steps to create precisely the chart that you require.
3. Select the table or query from which you want to obtain data to create a chart. To choose a table, click the 'Tables' button and click on the table you want to use from the list presented. To choose a query, click the 'Query' button and click on the name of the query you want to use from the list presented. Click the 'Next' button at the bottom of the window.
4. Choose the fields containing data that you want included in the chart. To select a field, click on the field name in the 'Available Fields' list. Click the single right-arrow button in the middle of the window to move that field to the 'Fields for Chart' list. Repeat, adding up to six fields to the 'Fields for Chart' list. Click the 'Next' button at the bottom of the window.
5. Select the type of chart you want to create by clicking on the chart type under 'What Type of Chart Would You Like.' To find out more about a specific chart type, click on the type to view a description in the right side of the Chart Wizard window. Click the 'Next' button at the bottom of the window after selecting a chart. Select layout options. Drag and drop field buttons from the right side of the Chart Wizard onto the sample chart in the main Chart Wizard window. Click the 'Next' button at the bottom of the window.
6. Type in a title for the chart in the 'What Title Would You Like for Your Chart' Box. Select 'Yes' or 'No' under 'Do You Want the Chart to Display a Legend?' A legend is a box next to or beneath the chart that provides further detail by identifying the colors or patterns used in the chart. Click the 'Finish' button at the bottom of the Chart Wizard window.
7. Click the 'Save' button on the 'Standard Toolbar' in Access 2003 or the 'Quick Access Toolbar' in Access 2007 or 2010 to save the chart added to your Access report or form.

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