1. Chapter 6: Forms, Reports and Applications All Powder Board and Ski
Designing & Building Business Applications Microsoft® Access Jerry Post
Chapter 6:
Forms, Reports and Applications
All Powder Board and Ski

2. Form Types Ski Board Style Style Style Description Category Customer
Grid
Last Name
First Name
Phone
Address
City
Sale
Main
Customer
Salesperson
ItemID
Description
Price
Quantity
Value
Main and
Subform

3. Customer Main Form
Text box
Label
Combo box
Record navigation

4. Action Action Start the form wizard Select the Customer table
Transfer all columns to the right window
Use the Columnar layout
Select a style
Enter a name for the form

5. Main Form Wizard
Select table
Select/transfer fields

6. Form Design View Field List Box Switch to design or display view
Toolbox to add controls
Right click to open form properties
Right click to open control properties
Properties to control objects

7. Data Source Properties
Record Source = Customer table
Control Source = CustomerID column
Form properties
Control properties

8. Action Action Switch Customer form to design view
Add a label as a form title
Add a command button
Select Record Operation/Delete Record
Add a command button to insert records
Run the form and test the buttons
View/Tab Order and verify sequence
Save the form

9. Adding Command Buttons

10. Initial Grid Form

11. Action Action Create a new form with the wizard Table: SkiBoardStyle
Columns: All
Select the Datasheet layout
Test the form

12. Grid Form Wizard Tabular style has more design options
Datasheet style is simpler than Tabular

13. Action Action Switch to form Design view Delete the box for Category
Add a combo box
Select the first lookup option
Choose the ProductCategory table
Choose the Category and CategoryDescription columns
Set column widths
Select the Category column
Store value into the Category column
Rename the combo box
Set the tab order
Run the form and test the combo box

14. Add a Combo Box
Add a combo box
Delete the text box

15. Combo Box Role Display ProductCategory SkiBoardStyle Select Board
Boots
Clothes
Electronic
Glasses
Ski
SkiBoardStyle
Select
Style Desc Category
Downhill Ski

16. Combo Box Runtime Click the arrow Select the item
Chosen value is transferred to form

17. Action Action Create a new form with the wizard
Sale table, all columns
Customer table use name, phone, and columns
Employee table, use the name
SaleItem table, all columns except SaleID
ItemModel table, use Category, ModelID, and ListPrice
Finish the wizard and test the form

18. Main/Subform by Sale

19. Initial Sale Form Fix layout and sizing Need combo box
Multiply price by quantity
Calculate subtotal

20. Action Action Switch to Design view
Replace CustomerID, EmployeeID, and PaymentMethod with combo boxes
Use the Row Source property of the combo boxes to set a sort order
Set tab order and run the form

21. Initial Sale Form Improvements

22. Most of the Sale Form
Display the subtotal

23. Action Action Open the sub form in Design view
Insert a combo box for the SKU
Add a text box to compute Value=QuantitySold*SalePrice
Add a text box to the footer to compute the subtotal: =Sum(QuantitySold*SalePrice)
Set tab order
Test the sub form calculations
Open the main form in Design view
Add subtotal text box and use the expression builder to copy the subtotal value from the subfrom subtotal
Test the form

24. Expression Builder to Copy Subtotal
Formula to copy the subtotal value
Open the Sale form
Select the subform
Double click the subtotal control

25. Final Sale Form

26. Action Action Create a new report with the wizard
Customer table, use all columns
Sale table, use all columns
SaleItem table, use all columns
Verify the group breaks
Click the Summary Options button
Compute totals for the Quantity
Finish the wizard and switch to design view

27. Create the Customer Sales Report
Select all columns from the Customer, Sale, and SaleItem tables
Customer break
Sale break
SaleItem detail

28. Report Summary Options
Select this button to calculate subtotals easily

29. Summary Options

30. Initial Report
Customer break
Sale break
SaleItem detail

31. Report Design Customer break Sale break SaleItem detail
Value textbox properties

32. Action Action Delete some unnecessary columns
Move items around to improve the look
Add a text box in the Detail section called Value to compute [QuantitySold]*[SalePrice]
Set currency format
Edit the Sum calculations to be Sum([QuantitySold]*[SalePrice]
Run the form and clean up the layout

33. Final Design
Page break
Correct total

34. Final Report (One Page)

35. Action Action Create a new query to total sales by customer
Save the query
Create a new report based on the query
For the Customer group, set the Keep Together property to Whole Group
Run the report

36. Customer Totals Without Items
SELECT Customer.CustomerID, Customer.LastName, Customer.FirstName, Customer.Phone, Customer. , Sale.SaleID, Sale.SaleDate, Sale.ShipCity, Sale.ShipState, Sum([SalePrice]*[QuantitySold]) AS [Value]
FROM (Customer INNER JOIN Sale ON Customer.CustomerID = Sale.CustomerID) INNER JOIN SaleItem ON Sale.SaleID = SaleItem.SaleID
GROUP BY Customer.CustomerID, Customer.LastName, Customer.FirstName, Customer.Phone, Customer. , Sale.SaleID, Sale.SaleDate, Sale.ShipCity, Sale.ShipState
ORDER BY Customer.LastName, Customer.FirstName;

37. Sales Total Design

38. Action Action Create a simple report based on the Customer table
Create a Sale sub-report from the Sale and SaleItem tables, grouping it by SaleItem.
Create a Rental sub-report from the Rental and RentalItem tables
Open the Customer report in design view
Drag and drop the two sub-reports onto the Detail section of the Customer report
Use properties of the sub-reports to set the Link Child and Link Master Fields to CustomerID
Run the report

39. Subreport: Sales and Rentals
Link main customer report (master) to subreport (child)
Subreport properties

40. Subreport Display

41. Action Action Create a blank form in Design view
Set the properties to remove the scroll bars and navigation buttons
Add command buttons to open other forms (Form Operations/Open Form) and reports
Use colors and graphics to make the form appealing
Run the form and test all buttons

42. Creating a Switchboard Form
Start in design view
Add command buttons
Open forms or reports

43. Action Action Choose View/Toolbars/Customize
On the Toolbars tab create a new toolbar
Click the Commands tab
Drag the main form icon onto the toolbar
Add a Customers menu option and drag the customer forms and reports onto it
Add the Help icon
Test the toolbar

44. Creating Toolbars and Menus
Create a new toolbar

45. Toolbars and Menus
Drag commands onto the toolbar

46. Action
Action
Create at least three HTML help files for the All Powder forms using an HTML editor or Wordpad
If necessary, download and install the HTML Help workshop
Create a new project in the workshop
Add the HTML files
Edit the HTML files to add keywords
Create the mapping file with a text editor and add it to the project
Set project options to build the TOC and index files
Compile and test the help file
Edit the database forms and add the help file name and ContentID
Run the form and press the F1 key to test the help files

47. HTML Help compile Help File AllPowder.chm HTML Topic HTML Topic
1 Topic A
2 Topic B
3 Topic C
4 Topic D
5 Topic E
6 Topic F
HTML Topic
HTML Topic
Form
HTML Topic
HTML Topic
Properties:
Help File: AllPowder.chm
Help Context ID: 1

48. HTML Help Files <Object type="application/x-oleobject"
classid="clsid:1e2a7bd0-dab9-11d0-b93a-00c04fc99f9e">
<PARAM name="Keyword" value="Contents">
<PARAM name="Keyword" value="Introduction">
<PARAM name="Keyword" value="Start">
<PARAM name="Keyword" value="Management">
</OBJECT><HTML><HEAD>
<TITLE>All Powder Board and Ski Shop</TITLE>
<LINK rel="stylesheet" type="text/css" href="Styles.css">
</HEAD><BODY>
<H1>Introduction to the All Powder Board and Ski Shop</H1>
<TABLE><TR>
<TD><IMG SRC='BoardLogo1.gif' border='0'></TD>
<TD>All Powder Board and Ski Shop sells and rents snowboards and skis for all levels of riders and skiers.</TD>
</TR></TABLE>
<H2>The Board and Ski Shop</H2>
<UL><LI><A HREF=’Customers.html'>Customers</A></LI>
<LI><A HREF=’Sales.html'>Sales </A></LI>
</UL></BODY></HTML>

49. Topics Map File #define AllPowder 100 #define Customers 10000
#define Sales 20000

50. Help Compiler and File

51. Help File on Access Form
File name
Topic number

52. Designing & Building Business Applications Microsoft® Access Jerry Post
End of Chapter 6