Create a summary view in an Access app

In Access web apps, summary views act like on-screen reports, letting you group and summarize data by different values. Watch this video to see how they’re made.

This article doesn't apply to Access desktop databases. For information concerning creating forms in desktop databases, see create an Access form. For information concerning creating grouped or summary reports in desktop databases, see create a grouped or summary report.

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In the video

Use the following steps to create a new summary view in an Access web app:

  1. Open the web app in Access. If you’re viewing the web app in the browser, click the gear menu > Customize in Access.

  2. Click the table caption name in the Table Selector in the left pane that you want to add the summary view to and click Add New View (the plus sign) in the View Selector across the top of the design window.

  3. In the View Name box, enter a name for the view. Each view in an Access web app must be unique.

  4. Click View Type and select Summary.

  5. If you want to use a different data source for the view, click Record Source and select the table or query you want to use.

  6. Click the Add New View button to create the summary view.

Access creates the view, but you’ll probably need to edit it so it displays the data you want:

  1. Click Edit in the preview window to open the new summary view in design mode.

  2. Click the list control on the left side of the view, and then click the Data button that appears next to it.

  3. In the Data property menu, click Group By, and select the field you want to group items by.

    Note: You can't group by fields with Yes/No, Hyperlink, or Image data types in summary views.

  4. If you have numeric data that you want to sum or average for the group, enter a short header for the total in the Calculation Header box, then select the Calculation Field and Calculation Type you want. Access displays these values in the list control for each grouped item. For Calculation Type, select Sum to total the grouped item values or select Avg to average the grouped item values.

  5. Close the Data box, and then click the larger empty box on the right side of the view. This box displays specific information about the various grouped items.

  6. Click the Data button that appears to the right of the larger box.

  7. Select the fields you want to display for each item in the group. Optionally, enter alternate captions for each field. If you don’t enter a caption, Access displays the field name from the table or query in your browser.

  8. Optionally, select a popup view. When using the view in your browser, the popup view will appear when you click an item in the list, and display additional details about the item. By default, Access displays related views only in the Popup View box. If you want to display a list of all the views in your web app in the Popup View box, select the Show All Views checkbox. If you choose an unrelated view for the Popup View box, Access might encounter an error trying to open the popup view in your browser if it can't determine how to relate the two views.

  9. Select a Sort Field if you want to sort the items, then close the Data box.

  10. Click Save > Home > Launch App to test your new summary view in your browser.

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