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® Microsoft Access 2010 Tutorial 5 Creating Advanced Queries and Enhancing Table Design
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XP Objectives Review table and object naming standards Use the Like, In, Not, and & operators in queries Filter data using an AutoFilter Use the IIf function to assign a conditional value to a calculated field in a query Create a parameter query New Perspectives on Microsoft Access 20102
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XP Objectives Use query wizards to create a crosstab query, a find duplicates query, and a find unmatched query Create a top values query Modify table designs using lookup fields, input masks, and data validation rules Identify object dependencies Review a Memo field’s properties Designate a trusted folder New Perspectives on Microsoft Access 20103
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XP Database Naming Conventions New Perspectives on Microsoft Access 20104
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XP Using a Pattern Match in a Query A pattern match selects records with a value for the designated field that matches the pattern of the simple condition value The Like comparison operator selects records by matching field values to a specific pattern that includes one or more of these wildcard characters: asterisk (*), question mark (?), and number symbol (#) New Perspectives on Microsoft Access 20105
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XP Using a List-of-Values Match in a Query A list-of-values match selects records whose value for the designated field matches one of two or more simple condition values The In comparison operator lets you define a condition with a list of two or more values for a field New Perspectives on Microsoft Access 20106
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XP Using the Not Logical Operator in a Query The Not logical operator negates a criterion or selects records for which the designated field does not match the criterion New Perspectives on Microsoft Access 20107
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XP Using an AutoFilter to Filter Data New Perspectives on Microsoft Access 20108
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XP Assigning a Conditional Value to a Calculated Field The & (ampersand) operator is a concatenation operator that joins text expressions The IIf (Immediate If) function assigns one value to a calculated field or control if a condition is true, and a second value if the condition is false The IsNull function tests a field value or an expression for a null value; if the field value or expression is null, the result is true; otherwise, the result is false New Perspectives on Microsoft Access 20109
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XP Creating a Parameter Query A parameter query displays a dialog box that prompts the user to enter one or more criteria values when the query is run Create a select query that includes all fields to appear in the query results. Also choose the sort fields and set the criteria that do not change when you run the query Decide which fields to use as prompts when the query runs. In the Criteria box for each of these fields, type the prompt you want to appear in a dialog box when you run the query, and enclose the prompt in brackets New Perspectives on Microsoft Access 201010
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XP Creating a Parameter Query New Perspectives on Microsoft Access 201011
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XP Creating a Crosstab Query New Perspectives on Microsoft Access 201012
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XP Creating a Crosstab Query A crosstab query uses aggregate functions to perform arithmetic operations on selected records New Perspectives on Microsoft Access 201013
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XP Creating a Crosstab Query In the Queries group on the Create tab, click the Query Wizard button In the New Query dialog box, click Crosstab Query Wizard, and then click the OK button Complete the Wizard dialog boxes to select the table or query on which to base the crosstab query, select the row heading field (or fields), select the column heading field, select the calculation field and its aggregate function, and enter a name for the crosstab query New Perspectives on Microsoft Access 201014
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XP Creating a Crosstab Query New Perspectives on Microsoft Access 201015
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XP Running a Crosstab Query New Perspectives on Microsoft Access 201016
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XP Creating a Find Duplicates Query A find duplicates query is a select query that finds duplicate records in a table or query In the Queries group on the Create tab, click the Query Wizard button Click Find Duplicates Query Wizard, and then click the OK button Complete the Wizard dialog boxes to select the table or query on which to base the query, select the field (or fields) to check for duplicate values, select the additional fields to include in the query results, enter a name for the query, and then click the Finish button New Perspectives on Microsoft Access 201017
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XP Creating a Find Unmatched Query A find unmatched query is a select query that finds all records in a table or query that have no related records in a second table or query In the Queries group on the Create tab, click the Query Wizard button Click Find Unmatched Query Wizard, and then click the OK button Complete the Wizard dialog boxes to select the table or query on which to base the new query, select the table or query that contains the related records, specify the common field in each table or query, select the additional fields to include in the query results, enter a name for the query, and then click the Finish button New Perspectives on Microsoft Access 201018
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XP Creating a Find Unmatched Query New Perspectives on Microsoft Access 201019
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XP Creating a Top Values Query The Top Values property for a query lets you limit the number of records in the query results Create a select query with the necessary fields and sorting and selection criteria In the Query Setup group on the Design tab, enter the number of records (or percentage of records) you want selected in the Return (Top Values) text box New Perspectives on Microsoft Access 201020
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XP Creating a Top Values Query New Perspectives on Microsoft Access 201021
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XP Lookup Fields and Input Masks New Perspectives on Microsoft Access 201022
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XP Creating a Lookup Field A lookup field lets the user select a value from a list of possible values You use a Lookup Wizard field in Access to create a lookup field in a table New Perspectives on Microsoft Access 201023
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XP Creating a Lookup Field New Perspectives on Microsoft Access 201024
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XP Using a Lookup Field New Perspectives on Microsoft Access 201025
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XP Using the Input Mask Wizard A literal display character is a special character that automatically appears in specific positions of a field value; users don’t need to type literal display characters – Input mask New Perspectives on Microsoft Access 201026
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XP Using the Input Mask Wizard New Perspectives on Microsoft Access 201027
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XP Using the Input Mask Wizard New Perspectives on Microsoft Access 201028
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XP Identifying Object Dependencies An object dependency exists between two objects when a change to the properties of data in one object affects the properties of data in the other object The Object Dependencies pane displays a collapsible list of the dependencies among the objects in an Access database; you click the list’s expand indicators to show or hide different levels of dependencies New Perspectives on Microsoft Access 201029
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XP Identifying Object Dependencies New Perspectives on Microsoft Access 201030
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XP Defining Data Validation Rules To prevent a user from entering an incorrect value in the Zip field, you can create a field validation rule The Validation Rule property value specifies the valid values that users can enter in a field The Validation Text property value will be displayed in a dialog box if the user enters an invalid value A table validation rule compares one field value in a table record to another field value in the same record to verify their relative accuracy New Perspectives on Microsoft Access 201031
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XP Defining Data Validation Rules New Perspectives on Microsoft Access 201032
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XP Working with Memo Fields You use a Memo field for long comments and explanations Text fields are limited to 255 characters, but Memo fields can hold up to 65,535 characters New Perspectives on Microsoft Access 201033
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XP Designating a Trusted Folder A trusted folder is a folder on a drive or network that you designate as trusted and where you place databases you know are safe New Perspectives on Microsoft Access 201034
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XP Helpful Hints New Perspectives on Microsoft Access 201035 Review the criteria in the query below Note that the “T” must be repeated on each line if the criteria is to display all Tuesday classes for both the Des Plaines campus and the Ray Hartstein campus. If the “T” is omitted on the RHC row, then all classes at the RHC campus, regardless of the day, will be displayed.
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XP Helpful Hints Top Values query requires two tasks – Modify the ALL to either a number of records or a percentage of records – Sort the data in ascending or descending order on the field to display the highest (top) values or lowest (bottom) values – Both of the above tasks must be done; the sequence of events does not matter New Perspectives on Microsoft Access 201036
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XP Additional Examples Here are the basics for the IIF: It consists of three parts: the condition, what to do if the condition is true, what to do if the condition is false. IIF(condition, True, False) Examples: – IIF(BalanceDue>5000, "Call Customer", "Ignore") – IIF(Exam3>=70%, "Pass", "Redo") – IIF(Exam3>=90%, TotalPoints+25) Adds 25 points to the TotalPoints if earned a 90% or higher on Exam3; otherwise, the TotalPoints stays as is – IIF(GPA>=3.5, "Honors") New Perspectives on Microsoft Access 201037
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XP Additional Examples – IIF(StateCode=“IN”,0%,9%) Explanation: If the State Code is Indiana (IN), then there is no tax added; however, if the state code is any other value, the tax is 9% – IIF(ExamDate=#7/4/2010#, "Holiday", "Test Day") – IIF(WonAward=Yes, "Buy it", "Don't Buy it") Datatype for WonAward is Yes/No not text – IIF(IsNull(Company), LastName, CompanyName) Note the format; IsNull is a function and the syntax is different than the previous examples (no comparison operator is used (=, >, <>) New Perspectives on Microsoft Access 201038
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