1. Chapter 9 Macros, Navigation Forms, PivotTables, and PivotCharts
Microsoft Access 2010
Chapter 9
Macros, Navigation Forms, PivotTables, and PivotCharts

2. Objectives Create and modify macros and submacros
Create a menu form with command buttons
Create a menu form with option groups
Create datasheet forms and user interface (UI) macros
Create navigation forms
Macros, Navigation Forms, PivotTables, and PivotCharts

3. Objectives Create data macros Create a PivotTable
Change properties in a PivotTable
Use a PivotTable
Create a PivotChart and add a legend
Change properties in a PivotChart
Use a PivotChart
Macros, Navigation Forms, PivotTables, and PivotCharts

4. Project – Macros, Navigation Forms, PivotTables, and PivotCharts

5. Project – Macros, Navigation Forms, PivotTables, and PivotCharts

6. Project – Macros, Navigation Forms, PivotTables, and PivotCharts

7. Project – Macros, Navigation Forms, PivotTables, and PivotCharts

8. General Project Guidelines
Determine when it would be beneficial to automate tasks in a macro
Determine whether it is appropriate to create a navigation form
Determine the organization of the navigation form
Determine whether it is appropriate to present data as a PivotTable
Determine the organization of the PivotTable
Determine whether it is appropriate to present data as a PivotChart
Determine the organization of the PivotChart
Macros, Navigation Forms, PivotTables, and PivotCharts

9. Begin Creating a Macro
Click the Macro button (Create tab | Macros & Code group) to create a new macro
Macros, Navigation Forms, PivotTables, and PivotCharts

10. Adding an Action to a Macro
Double-click the Submacro element from the Program Flow section of the Action Catalog to add a submacro and then type the desired submacro name
Click the expand indicator for the Database Objects category of actions to display the actions within the category
Double-click the desired action to add it to the submacro
Change the arguments as desired
Click the Save button on the Quick Access Toolbar, type the desired macro name, and then click the OK button to save the macro
Macros, Navigation Forms, PivotTables, and PivotCharts

11. Adding an Action to a Macro
Macros, Navigation Forms, PivotTables, and PivotCharts

12. Creating a Menu Form Containing Command Buttons
Click the Form Design button (Create tab | Forms group) to create a blank form in Design view
If a field list appears, click the Add Existing Fields button (Form Design Tools Design tab | Tools group) to remove the field list
Save the form with the desired name
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 Miscellaneous in the Categories box, and then click Run Macro in the Actions box
Macros, Navigation Forms, PivotTables, and PivotCharts

13. Creating a Menu Form Containing Command Buttons
Click the Next button to display the next screen in the wizard
Click the desired macro to run
Click the Next button to display the next Command Button Wizard screen
Click the Text option button
Type the desired text to appear on the button
Click the Next button
Click the desired button name
Click the Finish button to finish specifying the button
Macros, Navigation Forms, PivotTables, and PivotCharts

14. Creating a Menu Form Containing Command Buttons
Macros, Navigation Forms, PivotTables, and PivotCharts

15. Creating a Menu Form Containing an Option Group
Click the Form Design button (Create tab | Forms group) to create a blank form in Design view
If a field list appears, click the Add Existing Fields button (Form Design Tools Design tab | Tools group) to remove the field list
Save the form using the desired name
Click the More button (Form Design Tools Design tab | Controls group) to display the gallery of available tools
With the Use Control Wizards button selected, click the Option Group tool (Form Design Tools Design tab | Controls group) and then click the desired location to start the Option Group Wizard
Macros, Navigation Forms, PivotTables, and PivotCharts

16. Creating a Menu Form Containing an Option Group
Type the name for each label in its own row, pressing the DOWN ARROW after each label name
Click the Next button to move to the next Option Group Wizard screen
Click the ‘No, I don’t want a default’ option button to select it
Click the Next button to move to the next Option Group Wizard screen and then verify that the values assigned to the labels
Macros, Navigation Forms, PivotTables, and PivotCharts

17. Creating a Menu Form Containing an Option Group
Click the Next button to move to the next Option Group Wizard screen, and then select the desired style
Click the Next button to move to the next Option Group Wizard screen and then type the desired caption
Click the Finish button to complete the addition of the option group
Macros, Navigation Forms, PivotTables, and PivotCharts

18. Creating a Menu Form Containing an Option Group
Macros, Navigation Forms, PivotTables, and PivotCharts

19. Using an If Statement
Macros, Navigation Forms, PivotTables, and PivotCharts

20. Creating a Macro for an Option Group
With the option group selected, display a property sheet
If necessary, click the All tab
Click the After Update property
Click the Build button to display the Choose Builder dialog box
With Macro Builder selected in the Choose Builder dialog box, click the OK button to create a macro
Macros, Navigation Forms, PivotTables, and PivotCharts

21. Creating a Macro for an Option Group
If necessary, click the Action Catalog button (Macro Tools Design tab | Show/Hide group) to display the Action Catalog
Expand the desired category
Double-click the desired action to add the action to the macro
Type the desired Name argument and Expression argument
Macros, Navigation Forms, PivotTables, and PivotCharts

22. Creating a Macro for an Option Group
Macros, Navigation Forms, PivotTables, and PivotCharts

23. Adding Actions to a Macro
Double-click the element from the desired section of the action catalog
Macros, Navigation Forms, PivotTables, and PivotCharts

24. Adding Actions to a Macro
Macros, Navigation Forms, PivotTables, and PivotCharts

25. Creating Datasheet Forms that Incorporate UI Macros
Open the desired table
Display the Create tab and then click the More Forms button (Create tab | Forms group) to display the More Forms menu
Click Datasheet to create a datasheet form
Save the form using the desired name
Click the desired heading in the datasheet Display the property sheet
Click the Event tab to display only event properties
Macros, Navigation Forms, PivotTables, and PivotCharts

26. Creating Datasheet Forms that Incorporate UI Macros
Click the desired event and then click the Build button to display the Choose Builder dialog box
Add the desired action(s) to the macro
Macros, Navigation Forms, PivotTables, and PivotCharts

27. Creating a Navigation Form
Click the Create tab and then click the Navigation button (Create tab | Forms group) to display the menu of available navigation forms
Click Horizontal Tabs in the menu to create a form with a navigation control in which the tabs are arranged horizontally in a single row
If a field list appears, click the Add Existing Fields button (Form Layout Tools Design tab | Tools group) to remove the field list
Save the form using the desired name
Click the form title twice: once to select it and the second time to produce an insertion point
Type the desired title, and then save the form
Macros, Navigation Forms, PivotTables, and PivotCharts

28. Creating a Navigation Form
Macros, Navigation Forms, PivotTables, and PivotCharts

29. Adding Tabs to a Navigation Form
Drag the form to the [Add New] placeholder to add a new tab
Two rename a tab, click the tab to rename twice: one to select it and the second time to produce an insertion point
Change the tab name as desired
Macros, Navigation Forms, PivotTables, and PivotCharts

30. Adding Tabs to a Navigation Form
Macros, Navigation Forms, PivotTables, and PivotCharts

31. Creating a Date Macro
Macros, Navigation Forms, PivotTables, and PivotCharts

32. PivotTables
Macros, Navigation Forms, PivotTables, and PivotCharts

33. PivotTables
Macros, Navigation Forms, PivotTables, and PivotCharts

34. Creating a PivotTable
Open the Navigation Pane, right-click the desired query, click Open on the shortcut menu, and then close the Navigation Pane
Click the View button arrow to display the View button menu
Click PivotTable View to switch to the PivotTable view of the query
If the PivotTable Field List does not appear, click the Field List button (PivotTable Tools Design tab | Show/ Hide group) to display the field list
Click the field to add to the row area, and ensure Row Area appears next to the Add to button
Macros, Navigation Forms, PivotTables, and PivotCharts

35. Creating a PivotTable
Click the Add to button to add the selected field to the row area
Click the Add to box arrow to display a list of available areas
Click Column Area, click the field in the field list to add to the column area, and then click the Add button
Click the Add to box arrow, click Data Area, click the field to add to the data area, and then click the Add to button
Close the PivotTable Field List by clicking Field List button (PivotTable Tools Design tab | Show/Hide group)
Macros, Navigation Forms, PivotTables, and PivotCharts

36. Creating a PivotTable
Macros, Navigation Forms, PivotTables, and PivotCharts

37. Changing Properties in a PivotTable
Click the desired column heading, and then click the Property Sheet button (PivotTable Tools Design tab | Tools group) to display a property sheet
Click the Captions tab in the property sheet
Delete the current entry, and then type the desired caption
Macros, Navigation Forms, PivotTables, and PivotCharts

38. Changing Properties in a PivotTable
Macros, Navigation Forms, PivotTables, and PivotCharts

39. Using a PivotTable
Macros, Navigation Forms, PivotTables, and PivotCharts

40. Using a PivotTable
Macros, Navigation Forms, PivotTables, and PivotCharts

41. PivotCharts
Macros, Navigation Forms, PivotTables, and PivotCharts

42. PivotCharts
Macros, Navigation Forms, PivotTables, and PivotCharts

43. Creating a PivotChart and Adding a Legend
Open the query from which to create a PivotChart
Click the View button arrow, and then click PivotChart View
If the Chart Field List appears, close the field list by clicking the Field List button (PivotChart Tools Design tab | Show/Hide group)
Click the Legend button (PivotChart Tools Design tab | Show/Hide group) to display a legend
Macros, Navigation Forms, PivotTables, and PivotCharts

44. Creating a PivotChart and Adding a Legend
Macros, Navigation Forms, PivotTables, and PivotCharts

45. Changing the Chart Type
If the Change Chart Type button is dimmed, click the Chartspace
Click the Change Chart Type button (PivotChart Tools Design tab | Type group), and then, if necessary, click the Type tab to display the available chart types
Click the desired chart category and chart type
Macros, Navigation Forms, PivotTables, and PivotCharts

46. Changing the Chart Type
Macros, Navigation Forms, PivotTables, and PivotCharts

47. Changing the PivotChart Orientation
Click the Switch Row/Column button (PivotChart Tools Design tab | Active Field group) to change the organization
Macros, Navigation Forms, PivotTables, and PivotCharts

48. Assigning Axis Titles
Click the desired axis title, and then display the property sheet
Click the Format tab in the Properties window, and then click the Caption box
Type the new caption
Macros, Navigation Forms, PivotTables, and PivotCharts

49. Assigning Axis Titles
Macros, Navigation Forms, PivotTables, and PivotCharts

50. Removing Drop Areas
Click the Drop Zones button (PivotChart Tools Design tab | Show/Hide group) to remove the drop zones
Macros, Navigation Forms, PivotTables, and PivotCharts

51. Adding a Chart Title
Click anywhere in the Chartspace of the PivotChart, display the property sheet, and then, if necessary, click the General tab
Click the Add Title button
Close the property sheet, click the newly added title, and then display the property sheet
Click the Format tab
Click the Caption box, type the desired caption, and then press the ENTER key
Macros, Navigation Forms, PivotTables, and PivotCharts

52. Adding a Chart Title
Macros, Navigation Forms, PivotTables, and PivotCharts

53. Using a PivotChart
Macros, Navigation Forms, PivotTables, and PivotCharts

54. Using a PivotChart
Macros, Navigation Forms, PivotTables, and PivotCharts

55. Chapter Summary Create and modify macros and submacros
Create a menu form with command buttons
Create a menu form with option groups
Create datasheet forms and user interface (UI) macros
Create navigation forms
Macros, Navigation Forms, PivotTables, and PivotCharts

56. Chapter Summary Create data macros Create a PivotTable
Change properties in a PivotTable
Use a PivotTable
Create a PivotChart and add a legend
Change properties in a PivotChart
Use a PivotChart
Macros, Navigation Forms, PivotTables, and PivotCharts

57. Microsoft Access 2010
Chapter 9 Complete