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In this section you will learn how to: Use the My Computer window to browse, create, rename, and delete files Perform a number of database management tasks.

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Presentation on theme: "In this section you will learn how to: Use the My Computer window to browse, create, rename, and delete files Perform a number of database management tasks."— Presentation transcript:

1 In this section you will learn how to: Use the My Computer window to browse, create, rename, and delete files Perform a number of database management tasks Create a backup of an entire database or a single database object Export a database object to a different file format Export data directly into another program Create links between your database file and other file types/programs SECTION 1: Adv. File Tasks

2 Lesson 1.1: Using My Comp. In this lesson, we will explore the functionality available when using a dialogue box to navigate the contents of your computer. In fact, most programs for the Windows Operating system use this window to save and manage files.

3 Lesson 1.1: Using My Comp. Navigating with My Computer Look In, My Places toolbar, My Computer toolbar, Tools button

4 Lesson 1.1: Using My Comp. Performing Basic Tasks New folder/file, rename, delete

5 Lesson 1.1: Using My Comp. Changing Views Views menu on My Computer toolbar

6 Lesson 1.1: Using My Comp. Using the My Places Toolbar Lists common locations on computer

7 Lesson 1.2: Database Mgmt Every once in a while you will encounter technical difficulties when working with Access that are beyond your control. Access and a number of other Microsoft applications have fairly robust error detection and correction services when something goes wrong.

8 Lesson 1.2: Database Mgmt Compact and Repair a Database Office Menu  Manage  Compact and Repair Database

9 Lesson 1.2: Database Mgmt Backing Up Your Database Office Menu  Manage  Back Up Database

10 Lesson 1.2: Database Mgmt Editing Database Properties Office Menu  Manage  Database Properties

11 Lesson 1.3: Saving Your Files Much of the file management functionality of Access takes place in the background and automatically saves most changes you make to a database. Access does give you a bit of flexibility when it comes to saving different objects.

12 Lesson 1.3: Saving Your Files Using the Save As Dialogue Office Menu  Save As

13 Lesson 1.3: Saving Your Files Using the Save As Menu Office Menu  Save As  Choose Option

14 Lesson 1.3: Saving Your Files Using File Properties Office Menu  Manage  Database Properties

15 Lesson 1.3: Saving Your Files Using AutoRecover Access, by default, saves the current working file every ten minutes.

16 Lesson 1.4: Exporting Files One of the features about the Microsoft Office package is the ability to share and use data between one program and another. Access also has the ability to export and import data to and from non-Microsoft products such as Lotus and Corel applications.

17 Lesson 1.4: Exporting Files Exporting to PDF or XPS Download add-in, command in Save As menu

18 Lesson 1.4: Exporting Files Exporting to Word or Excel Export chunk of External Data ribbon

19 Lesson 1.4: Exporting Files Exporting to Other Destinations More command, Export chunk of External Data ribbon

20 Lesson 1.4: Exporting Files Using Saved Exports Check option to save after exporting; use Saved Exports command on External Data ribbon

21 Lesson 1.4: Exporting Files Exporting to a CAB File Office Menu  Publish  Package and Sign

22 Lesson 1.4: Exporting Files Exporting to Older Versions of Access More command, Export chunk of External Data ribbon

23 Lesson 1.5: Linking Files In addition to being able to export different files and file formats, you can also link the data from Access to other applications.

24 Lesson 1.5: Linking Files Linking to an Excel Spreadsheet Import chunk of External Data ribbon

25 Lesson 1.5: Linking Files Linking to Another Database Import chunk of External Data ribbon

26 Lesson 1.5: Linking Files Linking to a SharePoint Site Import chunk of External Data ribbon

27 Lesson 1.5: Linking Files Other Linked Documents More command, Import chunk of External Data ribbon

28 Lesson 1.5: Linking Files Creating a Hyperlink Open table, add Hyperlink field

29 In this section you will learn how to: Modify the properties of a table Create a primary key Format how data is entered and displayed in a table using default and required values Create a list of values based on data in another table Create a list of values you specify Create, remove, and edit table relationships SECTION 2: Working w/Tables

30 Lesson 2.1: Customizing Tables You should now be familiar with the basics of tables and understand fields and rows. In this lesson, we will explore tables in more depth and learn about their attributes and how they can be modified.

31 Lesson 2.1: Customizing Tables Understanding Field Properties Open table in Design view

32 Lesson 2.1: Customizing Tables Adding a Primary Key to a Table Select row – Primary Key command

33 Lesson 2.1: Customizing Tables Indexing a Field Table in design view, field properties

34 Lesson 2.1: Customizing Tables Inserting, Deleting, Moving Fields Right-click menu, click and drag

35 Lesson 2.1: Customizing Tables Importing a Table from Another Source Access command, Get External Data ribbon

36 Lesson 2.2: Formatting Tables We have entered all kinds of information into a table in Access, but so far we have only typed in raw data. In this lesson we will learn how to make tables in Access easier to use and more robust.

37 Lesson 2.2: Formatting Tables Formatting Number Fields AutoNumber, Number, Currency

38 Lesson 2.2: Formatting Tables Formatting Text Fields Text or Memo

39 Lesson 2.2: Formatting Tables Adding Field Descriptions Located on right side of Table Design view

40 Lesson 2.2: Formatting Tables Changing Field Data Types Open table, pick new Data Type

41 Lesson 2.2: Formatting Tables Adding Captions Found in Field Properties

42 Lesson 2.3: Controlling Data Entry We will continue our examination of tables in this lesson by learning how to make table entry even more precise, further eliminating the risk of having bad or incorrect data entered into the database.

43 Lesson 2.3: Controlling Data Entry Setting a Default Value Open table in Design view, edit field property

44 Lesson 2.3: Controlling Data Entry Setting a Required Value Open table in Design view, edit field property

45 Lesson 2.3: Controlling Data Entry Creating and Using Input Masks Open table in Design view, click field, click Input Mask symbol

46 Lesson 2.3: Controlling Data Entry Creating and Removing Table Relationships Relationships command in the Database Tools ribbon

47 Lesson 2.4: Managing Data Entry In the final lesson of this section, we will explore some more advanced table data entry techniques. These methods, combined with all of the controls that can be enforced from previous sections, help protect your database from bad data entry.

48 Lesson 2.4: Managing Data Entry Using the Table Design Ribbon Opens when in table Design view

49 Lesson 2.4: Managing Data Entry How to Validate Data Validation Rule field property

50 Lesson 2.4: Managing Data Entry Creating a Lookup Field Data Type cell, click Lookup Wizard

51 Lesson 2.4: Managing Data Entry Modifying a Lookup Field Open table in Design view, Lookup tab

52 Lesson 2.4: Managing Data Entry Creating a Value List Open lookup wizard, choose to create custom

53 Lesson 2.4: Managing Data Entry Modifying a Value List Open table in Design view, Lookup tab

54 In this section you will learn how to: Create a form based on a table Create a blank form Learn about the different controls available for use in a form Use different object modification commands Adjust the look and feel of a control Add a corporate logo or title picture to a form Use the QuickFormat option to format an entire form at once SECTION 3: Working w/Forms

55 Lesson 3.1: Basic Form Controls Forms in a database are just like paper forms: information is written on a form, and the information on the form is entered into a database or kept on file in some way for retrieval later.

56 Lesson 3.1: Basic Form Controls Adding a Control Use Create ribbon for Form commands

57 Lesson 3.1: Basic Form Controls Using the Control Wizard Click and drag in form Design view

58 Lesson 3.1: Basic Form Controls Cutting, Copying, Pasting, Moving Controls Standard shortcut keys, drag and drop

59 Lesson 3.1: Basic Form Controls Formatting a Control Font chunk of Home/Form Design ribbon

60 Lesson 3.2: Adv. Form Controls In the last lesson we learned that adding controls and formatting them is easy to do. Now we will introduce how to make the forms work for you by making controls interact with each other and your database.

61 Lesson 3.2: Adv. Form Controls Modifying a Control’s Properties Open form in design view, click control, click Property Sheet

62 Lesson 3.2: Adv. Form Controls Changing a Control’s Data Source Open form in design view, click control, click Property Sheet, Data tab

63 Lesson 3.2: Adv. Form Controls Changing Control’s Default Value Open form in design view, click control, click Property Sheet, Data tab

64 Lesson 3.2: Adv. Form Controls Creating a Calculated Control Open form in design view, click control, click Property Sheet, Other tab

65 Lesson 3.2: Adv. Form Controls Using Form Properties Property Sheet – Select Form

66 Lesson 3.3: Formatting Form We have seen how to adjust the properties of the controls in a form. In this lesson we will explore a few more useful options and customizable features of forms.

67 Lesson 3.3: Formatting Form Formatting Gridlines Property Sheet – Format tab

68 Lesson 3.3: Formatting Form Modifying the Font Font chunk of Form Tools - Design ribbon

69 Lesson 3.3: Formatting Form Adding Logos Logo command, Form Tools - Design ribbon

70 Lesson 3.3: Formatting Form Changing the Layout Home ribbon – View menu – Layout view

71 Lesson 3.4: Formatting Controls In this lesson we will cover a few more commands that are available when working with a form.

72 Lesson 3.4: Formatting Controls Changing the Color of a Control Form Tools - Design ribbon

73 Lesson 3.4: Formatting Controls Using Control Properties Select object – Property Sheet command

74 Lesson 3.4: Formatting Controls Aligning Controls Form Tools - Arrange ribbon

75 Lesson 3.4: Formatting Controls Applying Special Effects Form Tools - Design ribbon or Property Sheet

76 Lesson 3.5: Formatting Records In the final lesson on forms, we will cover the last of the commands and functionality available for use.

77 Lesson 3.5: Formatting Records Modifying Fonts Font section of the Home ribbon, Form Tools - Formatting ribbon (Layout view), Form Tools - Design ribbon (Design view)

78 Lesson 3.5: Formatting Records Using AutoFormat Form Tools - Arrange ribbon

79 Lesson 3.5: Formatting Records Using the Format Ribbon Visible in form Layout view

80 Lesson 3.5: Formatting Records Using the Arrange Ribbon Visible in form Layout view

81 In this section you will learn how to: Recognize the different report sections Group and sort data in a report Create a calculated control in a report Adjust the look and feel of a report Add images to a report Adjust header and footer properties Make page numbers Create mailing label reports SECTION 4: Working w/Reports

82 Lesson 4.1: Organizing Report Data You can use a report to display data retrieved from a query. Reports are also used as a formal way to display the data contained in a table.

83 Lesson 4.1: Organizing Report Data Adding or Removing Fields Layout/Design view; use Add Existing Fields command or Delete key

84 Lesson 4.1: Organizing Report Data Using Report Sections Three standard, two optional sections

85 Lesson 4.1: Organizing Report Data Changing Section Properties Click section title to select, click Property Sheet command

86 Lesson 4.1: Organizing Report Data Grouping and Sorting in a Report Group and Sort command - Report Tools - Design ribbon

87 Lesson 4.1: Organizing Report Data Changing Group Properties More command on a group

88 Lesson 4.1: Organizing Report Data Using Calculated Controls New text box – Property sheet – Control source

89 Lesson 4.2: Formatting Reports Once you have decided what information you would like in the report and have added the elements, you can begin the task of making your report look nice.

90 Lesson 4.2: Formatting Reports Formatting Gridlines Report Properties – Format tab Arrange ribbon

91 Lesson 4.2: Formatting Reports Modifying the Font Report Tools - Design or Home ribbon

92 Lesson 4.2: Formatting Reports Adding Logos Logo command in the Controls section

93 Lesson 4.2: Formatting Reports Changing the Layout Grid size, canvas size, move objects

94 Lesson 4.2: Formatting Reports Using AutoFormat Report Tools - Arrange ribbon

95 Lesson 4.3: Common Tasks As all the pieces of your report begin to come together, you can apply the formatting and ensure that the report gives you the information you need to know. Then your report will be ready to publish and print as handouts or catalogues.

96 Lesson 4.3: Common Tasks Adding a Photo Image command in Report Tools - Design ribbon

97 Lesson 4.3: Common Tasks Adjusting Page Properties Report Tools - Page Setup

98 Lesson 4.3: Common Tasks Adding Headers and Footers Report Header/Footer command in Report Tools - Arrange ribbon

99 Lesson 4.3: Common Tasks Adding Page Numbers Text box with a formula in the Control Source property ="Page " & [Page] & " of " & [Pages]

100 Lesson 4.3: Common Tasks Using the Label Wizard Labels command – Create ribbon

101 In this section you will learn how to: Create a query by hand Create a query with the help of the Query Wizard Sort and Filter query results Query multiple tables at one time Use the Expression Builder to create complex search criteria Create a Parameter query Create a table based on the results of a query Append, Delete, and Update data using Action Queries SECTION 5: Working w/Queries

102 Lesson 5.1: Basic Queries Queries are really the second most important objects in a database (next to tables) because they have the ability to find information for you.

103 Lesson 5.1: Basic Queries Review of Queries A query is a question that is asked of the data in a database.

104 Lesson 5.1: Basic Queries Creating a Query Query Wizard – Create ribbon

105 Lesson 5.1: Basic Queries Sorting a Query Sort & Filter section of the Home ribbon Header menu

106 Lesson 5.1: Basic Queries Filtering a Query Sort & Filter section of the Home ribbon

107 Lesson 5.1: Basic Queries Hiding Fields Right-click the column name and click Hide Columns

108 Lesson 5.1: Basic Queries Using AND OR Operators Both conditions of AND must be satisfied in order to produce a true result. The OR operation is true as long as one condition is true.

109 Lesson 5.1: Basic Queries Using IIF Functions Offers alternate action if neither condition is met

110 Lesson 5.2: Multiple Table Queries Database programs or third-party middleware are used to not only query multiple tables of data, but multiple databases as well.

111 Lesson 5.2: Multiple Table Queries Creating a Multiple Table Query Use the Query wizard

112 Lesson 5.2: Multiple Table Queries Creating a Calculated Field Add a column with an expression

113 Lesson 5.2: Multiple Table Queries Using the Expression Builder Right-click in field, click Build

114 Lesson 5.2: Multiple Table Queries Using Queries to Summarize No “Summary Query” command; build based on data needed

115 Lesson 5.3: Advanced Queries Action queries do more than simply retrieve records; they also perform some action on the database that modifies the data.

116 Lesson 5.3: Advanced Queries Creating a Parameter Query Lets you add specific search criteria every time you run a query

117 Lesson 5.3: Advanced Queries Using Parameter Queries Run query, enter criteria

118 Lesson 5.3: Advanced Queries Creating Crosstab Queries Query Wizard command – Crosstab Query Wizard

119 Lesson 5.3: Advanced Queries Using Crosstab Queries Double-click in Navigation Pane

120 Lesson 5.3: Advanced Queries Using Make-Table Queries Make-Table command on Query Tools - Design ribbon

121 Lesson 5.4: Management (Action) Queries These queries actively seek out and modify data instead of merely searching for it.

122 Lesson 5.4: Management (Action) Queries Append Queries Append command in the Query Type section of the Query Tools - Design ribbon

123 Lesson 5.4: Management (Action) Queries Delete Queries Replace Sort with Delete command

124 Lesson 5.4: Management (Action) Queries Update Queries Update command in the Query Type section of the Query Tools - Design ribbon

125 Lesson 5.4: Management (Action) Queries Exporting Queries Right-click Query, click Export


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