Microsoft Access 2010 Chapter 8 Advanced Form Techniques

Create a form in Design view Add combo boxes that include selection lists Add combo boxes for searching Format and resize controls Apply formatting characteristics with the Format Painter Add command buttons to a form Modify buttons and combo boxes Objectives Advanced Form Techniques2

Add a calculated field Use tab controls to create a multipage form Add and modify a subform Insert charts Modify a chart type Format a chart Use the Arrange tab on forms and reports Advanced Form Techniques3 Objectives

Advanced Form Techniques4 Project – Advanced Form Techniques

Advanced Form Techniques5 Project – Advanced Form Techniques

Advanced Form Techniques6 Project – Advanced Form Techniques

Advanced Form Techniques7 Project – Advanced Form Techniques

Advanced Form Techniques8 Project – Advanced Form Techniques

Determine the intended audience and the purpose of the form Determine the source of data for the form Determine the fields that belong on the form Determine any calculations required for the form Determine the organization of the form Determine any additional controls that should be on the form Determine the format and style of the form Advanced Form Techniques9 General Project Guidelines

Click the Form Design button (Create tab | Forms group) to create a new form in Design view Click the Property Sheet button (Form Design Tools Design tab | Tools group) to display a property sheet With the All tab selected, click the Record Source arrow, and then click the desired table to select it as the record source Click the Save button on the Quick Access Toolbar, and then type the desired form name Advanced Form Techniques10 Creating a Form in Design View

Click the OK button to save the form Click the Caption property in the property sheet, and then type the desired form caption Close the property sheet by clicking the Property Sheet button on the Design tab Click the Add Existing Fields button (Form Design Tools Design tab | Tools group) to display the field list Advanced Form Techniques11 Creating a Form in Design View

Advanced Form Techniques12 Creating a Form in Design View

Drag the desired field from the field list to the desired position Click the label once to select it and then click it a second time to produce an insertion point Use the BACKSPACE or DELETE key as necessary to erase the current entry and then type the new label Adjust the sizing and alignment as desired Close the field list Advanced Form Techniques13 Adding Fields to the Form Design

Advanced Form Techniques14 Adding Fields to the Form Design

Click the More button (Form Design Tools Design tab | Controls group) to display all the available tools in the Controls group With the Use Control Wizards button in the Controls group on the Design tab selected, click the Combo Box tool (Form Design Tools Design tab | Controls group), and then move the mouse pointer, whose shape has changed to a small plus symbol accompanied by a combo box, to the desired position, and then click the position If necessary, in the Combo Box Wizard dialog box, click the ‘I want the combo box to get the values from another table or query.’ option button Advanced Form Techniques15 Adding a Combo Box that Selects Values from a Related Table

Click the Next button, and then, with the Tables option button selected, click the desired table from which to select the values Click the Next button to display the next Combo Box Wizard screen Click the field in the Available Fields list to add, and then click the Add button Repeat the previous step to add additional fields Click the Next button to display the next Combo Box Wizard screen Click the arrow in the first text box, and then select the field on which to sort Advanced Form Techniques16 Adding a Combo Box that Selects Values from a Related Table

Click the Next button to display the next Combo Box Wizard screen If desired, click the ‘Hide key column (recommended)’ check box to remove the check mark Click the Next button to display the next Combo Box Wizard screen Click the ‘Store that value in this field:’ option button Advanced Form Techniques17 Adding a Combo Box that Selects Values from a Related Table

Click the ‘Store that value in this field:’ box arrow, and then click the field in which you wish to store the combo box selected value Click the Next button to display the next Combo Box Wizard screen Enter the text for the label, and then click the Finish button to place the combo box Move the label to the desired position Advanced Form Techniques18 Adding a Combo Box that Selects Values from a Related Table

Advanced Form Techniques19 Adding a Combo Box that Selects Values from a Related Table

Click anywhere in the Detail section but outside all the controls to select the section Display the Format tab Click the Background Color button arrow (Form Design Tools Format tab | Font group) to display a color palette Click the desired color Advanced Form Techniques20 Changing the Background Color

Advanced Form Techniques21 Changing the Background Color

Click to select the control to format Click the Property Sheet button (Form Design Tools Design tab | Tools group) to display the property sheet Change the desired properties as necessary – Font Weight – Special Effect – Fore Color Advanced Form Techniques22 Formatting a Control

Advanced Form Techniques23 Formatting a Control

Click the control from which to copy the format, and then double-click the Format Painter button (Form Design Tools Format tab | Font group) to select the Format Painter Click another control to assign the same formatting as the original control Repeat the previous step for all controls to which you want to assign the same formatting Click the Format Painter button (Form Design Tools Format tab | Font group) to deselect the Format Painter Advanced Form Techniques24 Using the Format Painter

Advanced Form Techniques25 Using the Format Painter

Click the View button (Form Design Tools Design tab | Views group) to view the form in Form view Click the View button arrow (Home tab | Views group) to produce the View button menu Click Design View on the View button menu to return to Design view Advanced Form Techniques26 Viewing the Form

Advanced Form Techniques27 Viewing the Form

Click the Title button (Form Design Tools Design tab | Header/Footer group) to add a Form Header section and to add a control for the title to the Form Header section Drag the lower boundary of the Form Header section down to the desired position Advanced Form Techniques28 Adding a Title and Expanding the Form Header Section

Advanced Form Techniques29 Adding a Title and Expanding the Form Header Section

Make sure the Use Control Wizards button is selected Click the Button tool (Form Design Tools Design tab | Controls group) and then click the desired position to display the Command Button Wizard dialog box Click the desired category in the Categories box Click the desired action in the Actions box Click the Next button to display the next Command Button Wizard screen Advanced Form Techniques30 Adding Command Buttons to a Form

Click the Text option button If necessary, change the text for the button, and then click the Next button Type the desired button name Click the Finish button to finish specifying the button Advanced Form Techniques31 Adding Command Buttons to a Form

Advanced Form Techniques32 Adding Command Buttons to a Form

Click the More button (Form Design Tools Design tab | Controls group) to display all the controls With the Use Control Wizards button selected, click the Combo Box tool (Form Design Tools Design tab | Controls group) and then move the mouse pointer, whose shape has changed to a small plus sign with a combo box, to the desired position Click the position to display the Combo Box Wizard Advanced Form Techniques33 Adding a Combo Box that is Used to Find a Record

Click the ‘Find a record on my form based on the value I selected in my combo box.’ option button to specify that the user will select from a list of values Click the Next button, click the name of the field from which to load the values, and then click the Add Field button to select the field for the combo box Click the Next button Resize the combo box as desired Click the Next button, and then type the desired label Click the Finish button Advanced Form Techniques34 Adding a Combo Box that is Used to Find a Record

Advanced Form Techniques35 Adding a Combo Box that is Used to Find a Record

Click the More button (Form Design Tools Design tab | Controls group) to display all the controls Click the Rectangle tool, which is the far right tool in the second row. Move the mouse pointer to the upper-left corner of the desired rectangle position, press the left mouse button, drag the pointer to the lower-right corner of the rectangle, and then release the left mouse button Change the properties as desired Advanced Form Techniques36 Placing a Rectangle

Advanced Form Techniques37 Placing a Rectangle

Click the Add Record button Advanced Form Techniques38 Using the Add Record Button

Click the box arrow to display a list o options Click the desired option Advanced Form Techniques39 Using the Combo Box

Right-click the Add Record button to display a shortcut menu Click Build Event on the shortcut menu to display the macro associated with the On Click event that Access created automatically If the Action Catalog does not appear, click the Action Catalog button (Macro Tools Design tab | Show Hide group) to display the Action Catalog If there is a plus sign in front of Actions, click the plus sign to display all actions Click the plus sign in front of Database Objects to display all actions associated with Database Objects Advanced Form Techniques40 Modifying the Macro for the Add Record Button

Modify the macro as desired Click the Save button (Macro Tools Design tab | Close group) to save your changes Click the Close button (Macro Tools Design tab | Close group) to close the macro and return to the form design Advanced Form Techniques41 Modifying the Macro for the Add Record Button

Advanced Form Techniques42 Modifying the Macro for the Add Record Button

Advanced Form Techniques43 Modifying the Macro for the Add Record Button

Click the combo box to modify, and then click the Property Sheet button (Form Design Tools Design tab | Tools group) Change the desired properties Close the Query Builder window by clicking the Close button on the Design tab Close the property sheet Click the form selector (the box in the upper-left corner of the form) to select the form Click the Property Sheet button (Form Design Tools Design tab | Tools group), scroll down until the On Current property appears, and then click the On Current property Click the Build button (the three dots) to display the Choose Builder dialog box Advanced Form Techniques44 Modifying the Combo Box

Click Code Builder in the Choose Builder dialog box, and then click the OK button to display the VBA code generated for the form Type the desired code Click the Close button for the Microsoft Visual Basic for Applications window, and then close the Form property sheet If desired, change the Tab Stop property in the Property Sheet Advanced Form Techniques45 Modifying the Combo Box

Advanced Form Techniques46 Modifying the Combo Box

Display the Create tab, and then click the Query Design button (Create tab | Queries group) to create a query Click the first table to add to the form, and then click the Add button Repeat the previous step to add additional tables to the form Click the Close button Double-click the fields to add to the form Click the Save button on the Quick Access Toolbar and type the desired form name Advanced Form Techniques47 Creating the Query for a Multipage Form

Advanced Form Techniques48 Creating the Query for a Multipage Form

Click the Form Design button (Create tab | Forms group) to create a new form in Design view Ensure the selector for the entire form — the box in the upper-left corner of the form — is selected Click the Property Sheet button (Form Design Tools Design tab | Tools group) to display a property sheet With the All tab selected, click the Record Source property, click the arrow that appears, and then click the desired table to serve as the record source Click the Add Existing Fields button (Form Design Tools Design tab | Tools group) to display a field list and then drag the desired field to the desired position Advanced Form Techniques49 Creating a Form with a Tab Control

Advanced Form Techniques50 Creating a Form with a Tab Control

Click the Text Box tool (Form Design Tools Design Tab | Controls group) and then move the mouse pointer, which has changed shape to a small plus symbol accompanied by a text box, to the desired position Click the position to place the text box Click in the text box to produce an insertion point Type the desired calculation – Ex: = [First Name]& ‘ ‘ & [Last Name] Type the desired text for the label Advanced Form Techniques51 Adding a Calculated Field to the Form

Advanced Form Techniques52 Adding a Calculated Field to the Form

Click the Tab Control tool (Form Design Tools Design Tab | Controls group) and move the mouse pointer to the desired location for the tab control Click the position Click the far left tab and then click the Property Sheet button (Form Design Tools Design tab | Tools group) to display a property sheet Change the value for the Name property as desired Repeat the previous two steps for the remaining tabs Advanced Form Techniques53 Using Tab Controls to Create a Multipage Form

Advanced Form Techniques54 Using Tab Controls to Create a Multipage Form

Click the More button (Form Design Tools Design tab | Controls group) With the Use Control Wizards button selected, click the Subform/Subreport tool (Form Design Tools Design tab | Controls group) and then click the desired location for the subform to open the SubForm Wizard Be sure the ‘Use existing Tables and Queries’ option button is selected Click the Next button to display the next SubForm Wizard screen Click the Tables/Queries box arrow and then click the desired table to include in the subform Advanced Form Techniques55 Adding a Subform

Click the fields in the Available Fields list to add, clicking the Add button after each one Click the Next button Be sure the ‘Choose from a list’ option button is selected Click the Next button Type the desired subform name, and then click the Finish button to complete the creation of the subform Advanced Form Techniques56 Adding a Subform

Advanced Form Techniques57 Adding a Subform

Display the form containing the subform in Design View Drag to resize the subform using the sizing handles Advanced Form Techniques58 Resizing the Subform

Display the Design tab Click the Charts tab on the tab control Click the More button (Form Design Tools Design tab | Controls group) Click the Chart tool Click the desired location for the chart to display the Chart Wizard dialog box Add the desired fields from the tables or queries in your database Advanced Form Techniques59 Inserting Charts

Click the Next button Click the desired chart type Click the Next button Click the Next button, type the desired chart title, and then click the Finish button Resize the chart as desired Advanced Form Techniques60 Inserting Charts

Advanced Form Techniques61 Inserting Charts

Click the Charts tab to display the charts Return to Design view Click the Charts tab to display the chart in Design view Right-click the chart to modify Point to Chart Object on the shortcut menu to display the Chart Object submenu Click Edit on the Chart Object submenu to edit the chart. Access will automatically display the underlying chart data in Datasheet Advanced Form Techniques62 Modifying a Chart Type

Right-click the chart to display the shortcut menu for editing the chart Click the Chart Type command on the shortcut menu to display the Chart Type dialog box Click the desired chart type and chart sub-type Click the OK button to change the chart sub-type Click outside the chart and the datasheet to deselect the chart Advanced Form Techniques63 Modifying a Chart Type

Advanced Form Techniques64 Modifying a Chart Type

Right-click the chart to format to display a shortcut menu, point to Chart Object on the shortcut menu to display the Chart Object submenu, and then click Edit on the Chart Object submenu Right-click the legend to display a shortcut menu, and then click Format Legend on the shortcut menu to display the Format Legend dialog box Click the Placement tab Click the desired placement option Click the OK button to place the legend in the location you selected Advanced Form Techniques65 Formatting a Chart

Right-click the chart to display a shortcut menu, and then click Format Data Series on the shortcut menu to display the Format Data Series dialog box Click the Data Labels table Click the desired components to include in the data labels Click the OK button Advanced Form Techniques66 Formatting a Chart

Advanced Form Techniques67 Formatting a Chart

Create a form in Design view Add combo boxes that include selection lists Add combo boxes for searching Format and resize controls Apply formatting characteristics with the Format Painter Add command buttons to a form Modify buttons and combo boxes Chapter Summary Advanced Form Techniques68

Add a calculated field Use tab controls to create a multipage form Add and modify a subform Insert charts Modify a chart type Format a chart Use the Arrange tab on forms and reports Advanced Form Techniques69 Chapter Summary

Chapter 8 Complete Microsoft Access 2010