Title: Splash Screen
1Splash Screen
INTRODUCTION TO MS ACCESS
Credits to Mr. Bright (0208285388) for the
preparation of this tutorial
2Getting StartedLesson 1 Access BasicsLesson
2 Creating Forms, Queries, and ReportsLesson
3 Transforming Data Into Information
3Objectives
- Explain the purpose of the Access program.
- Start and exit Microsoft Access.
- Name the main components of the Access window and
display and hide toolbars.
- Scroll in a window to display elements that are
hidden from view.
- Open, close, and reopen files.
- Get help from Accesss Office Assistant,
ScreenTips, Ask a Question box, Answer Wizard,
Contents, and Index. - Identify buttons on the Web toolbar and get help
on the Web. - Connect to and disconnect from the Internet.
4What Is Access?
- Access is a powerful database management program
used to organize, track, and retrieve data.
- You can use forms to enter information into a
database. - You can create queries to extract information
from a database. - You can print professional-looking reports based
on the information contained in a database. - You can publish data stored in an Access database
on the Web. - You can purchase and use Access as a stand-alone
application or as part of the Microsoft Office
suite.
5Starting the Access Program
- Before you can start Access, both Access and
Windows must be installed on the computer you are
using.
- Follow these steps to start Access
- Start your computer.
- Click the Start button on the Windows taskbar.
- Point to Programs.
- If necessary, click the double-arrow at the
bottom of the menu to list all items on the
Programs menu. - Click Microsoft Access.
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7Exploring the Access Window
- The Access window contains many standard Windows
elements.
- Title Bar
- The filename of the current file appears here,
along with the name of the current application
(in this case, Microsoft Access). - Minimize, Restore Down, and Close buttons
- Menu bar
- Toolbars
- The taskbar is at the bottom of the screen.
- The taskbar includes the Start button, along with
other buttons for navigating Windows. - The Access menu bar appears below the title bar.
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9Working With Menus and Commands
- Menus list commands available in the application.
- Access provides more than one way to display the
commands. - Click a menu name on the menu bar.
- Press ALT on the keyboard plus the underlined
letter in the menu name. - When you open a menu, Access displays a short
menu that lists the most basic commands. - Arrows appear at the bottom of the menu.
- An expanded menu shows all of the commands
available on the menu.
10Working With Menus and Commands (cont.)
- There are several ways to make an expanded menu
appear.
- Hold the pointer on the menu name.
- Point to the arrows at the bottom of the menu.
- Double-click the menu name.
- Menus can be personalized.
- After you use one of the commands from the
expanded menu, Access adds that command to the
short menu. - Access automatically places the commands that you
use most often on the short menu.
11Working With Menus and Commands (cont.)
- Access provides more than one way to choose a
command.
- Click the command on the menu.
- Press the underlined letter in the command name.
- An ellipsis () after a command indicates that
more information is needed before the command can
be executed. - A dialog box will appear in which you may specify
details about the command you are trying to use. - Pointing to a command that has an arrow to the
right of it displays a submenu.
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13Working With Toolbars and Buttons
- A toolbar contains buttons for frequently used
commands.
- The icon on each toolbar button symbolizes the
command. - If you need help identifying a toolbar button,
point to the button. - A small text box, called a ScreenTip, appears.
- The ScreenTip identifies the name of the button.
- You can customize the toolbars.
- You can add buttons that you use frequently.
- You can remove buttons that you rarely use.
- You can show or hide toolbars depending on your
needs.
14Working With the Status Bar and Scroll Bars
- The status bar is the horizontal area that
appears at the bottom of the application just
above the taskbar.
- Information about a selected command or operation
in progress is shown on the left side of the
status bar. - The right side of the status bar contains status
indicators that turn special keys or modes on or
off. - You can use the scroll bars and scroll arrows to
bring hidden portions of a window into view. - Use the vertical scroll bar to move up and down
in a window. - If your mouse has a scroll wheel, you can use it
to scroll vertically. - Use the horizontal scroll bar to move from side
to side.
15Working With the Task Pane
- The task pane provides quick access to commonly
used commands and features while you work with
your file.
- Access includes three different task panes.
- The New File task pane appears by default.
- Click the Other Task Panes button to display a
list of available task panes. - Use the Back button and Forward button in the
task pane to move to task panes you have recently
accessed.
16Working With the Task Pane (cont.)
- Task pane options that appear in colored text are
hyperlinks.
- When you click a hyperlink, it activates a
command or feature. - You can resize or close the task pane to make
more room for your work in the application window.
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19Working With Folders and Files
- You must open a file before you can use it.
- When you open a file, the file is copied from
your disk to the computers memory. - Access offers more than one way to open a file.
- Click the Open button on the Database toolbar.
- Click the Open command on the File menu.
- Click Files or More Files in the New File task
pane. - Use the Open dialog box to specify the drive,
folder, and file you want to open.
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21Closing Files
- You should close a file when you are finished
working with it.
- When you close a file, the file is removed from
memory. - You can keep several files open at one time, but
its a good idea to close files that you arent
using. - This frees up memory for other tasks.
- When a file is open, two Close buttons are
displayed on the screen. - The Close button on the menu bar is used to close
the file. - The Close button on the title bar is used to
close the application. - When you want to close a file, make sure to use
the correct Close button!
22Reopening Files
- Access provides shortcuts that make it easy to
reopen files that you recently used.
- A list of recently opened files appears in the
Open a file area of the task pane. - A similar list appears near the bottom of the
File menu. - In both cases, just click the file name to open
the file. - By default, Access lists the last four files you
opened. - You can change the default setting to meet your
needs.
23Getting Started 1-34
24Getting Started 1-35
Getting Help With Access
- The Help system in Access is like an electronic
reference manual.
- Several Help tools are available.
- Office Assistant
- ScreenTips
- Ask a Question box
- Answer Wizard
- Contents
- Index
- Much of the Help system is based on hyperlinks.
- In some cases, glossary terms are provided they
appear as hyperlinks.
25Getting Started 1-36
Using the Office Assistant
- The Office Assistant is an animated character
that can answer specific questions, offer tips,
and provide help.
- Sometimes, help or advice is provided even before
you ask for it! - To activate the Office Assistant, click one of
the following screen elements or commands - the animated character on your screen (if its
visible) - the Microsoft Access Help button on the Database
toolbar - the Microsoft Access Help command on the Help
menu - the Microsoft Access Help hyperlink in the New
File task pane - the Show the Office Assistant command on the Help
menu
Press the Space Bar or click the mouse to display
the information.
26Getting Started 1-37
Using ScreenTips
- Access includes ScreenTips text boxes that
provide information about various program
elements.
- To access the ScreenTips, click Whats This? on
the Help menu. - The pointer changes to a question mark pointer.
- Click an element on the screen a menu command,
a toolbar button, or another element to see its
description. - Click anywhere on the screen to remove the
ScreenTip.
Press the Space Bar or click the mouse to display
the information.
27Getting Started 1-38
28Getting Started 1-39
29Getting Started 1-40
Using the Other Help Tools
- The Answer Wizard answers specific questions, but
provides more topics than does the Office
Assistant.
- Use the Contents to view a listing of general
Help topics. - This is useful if you dont know the name of a
feature. - If you want to search for specific words or
phrases or choose from a list of keywords, use
the Index.
Press the Space Bar or click the mouse to display
the information.
30Getting Started 1-41
31Getting Started 1-42
Exiting the Application Program
- When you are finished with the application
program, you should exit the program properly.
- If you dont close the application, you could
have problems the next time you want to start it. - When you exit the program, two important
activities take place. - Open files are closed.
- The application is removed from the computers
memory. - Choose one of these methods to exit Access.
- Click the Close button in the title bar.
- Click the Exit command on the File menu.
- After you exit Access, you can shut down your
computer.
Press the Space Bar or click the mouse to display
the information.
32Getting Started 1-43
Self Check
1. Both toolbars and menus can be customized for
individual users. 2. To start Access, click the
Start button, point to Programs, and click
Microsoft Access. 3. The task pane is a window
that provides quick access to commonly used
commands and features. 4. The only way to access
the online Help system is through the Office
Assistant. 5. To exit Access, click the Close
Window button on the menu bar or click Close on
the File menu.
T
T
T
F
F
Press the Space Bar or click the mouse to display
the answers.
33Getting Started 1-44
Press the Space Bar or click the mouse to display
the answers.
34Section 1-1
Objectives
- Understand databases and how they work.
- Name the main features of the Database window.
- Identify the different types of objects an Access
database can contain. - Select an object using the Objects bar and switch
between object views. - Navigate a table and edit a record in a table.
- Enter a record using a form.
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the information.
35Section 1-2
Objectives (cont.)
- Find specific records using a query.
- Preview and print a report.
- Plan a database.
- Create a database.
- Create tables using the Table Wizard or Design
view. - Understand data types.
- Set primary keys.
- Modify field properties.
36Section 1-3
Objectives (cont.)
- Modify tables in Design view.
- Create an input mask.
- Enter records using a datasheet.
- Retrieve data from other sources.
- Navigate a datasheet and edit records.
- Define table relationships and understand
referential integrity. - Search the Internet from the Access program.
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the information.
37Section 1-4
Introducing Microsoft Access
- Microsoft Access is a database management program
that you can use to organize, track, and retrieve
data in a database.
- A database is an organized collection of data
from which specific information can be easily
extracted. - A database does not need to be stored on a
computer. - Some databases, like a telephone book, are stored
on paper.
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the information.
38Section 1-5
Introducing Microsoft Access (cont.)
- In an Access database, data is stored in tables.
- Each table contains data that pertains to one
particular subject, such as employees or
customers. - Access is a relational database management system
(RDBMS). - In an RDBMS, a database may contain multiple
tables that can be used together. - You can establish relationships to connect the
tables, provided the tables have one field in
common.
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the information.
39Section 1-6
40Section 1-7
Understanding the Database Window
- The Database window allows you to gain access to
all the data and objects stored in your database.
- The title bar displays the name and file format
of the database. - The toolbar provides shortcuts for working with
objects. - The Objects bar represents the types of objects
available in Access.
Press the Space Bar or click the mouse to display
the information.
41Section 1-8
42Section 1-9
Objects The Components of Access
- In Access, the term database refers to the raw
data as well as the collection of database
objects.
- The objects provide the structure of an Access
database. - You use the objects to enter, manipulate, and
extract data. - Objects can be tailored to fit the data that will
be stored in the database. - Objects can be modified as the database grows and
changes over time.
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the information.
43Section 1-10
Views
- Access provides several different views for you
to use as you work with the objects.
- The views vary depending on the type of object
open and the kind of work you want to do. - Some views let you work with the objects
content, or data. - Other views let you work with the objects
design, or structure.
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the information.
44Section 1-11
Views (cont.)
- The Datasheet view displays data in a
column-and-row format, called a datasheet.
- Use the Datasheet view to add, delete, and edit
the information in a database. - In Design view, you work with the structure of an
object, but not the data. - Use the Design view to create new database
objects and modify the design of existing objects.
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the information.
45Section 1-12
Toolbars
- Access also provides different toolbars for you
to use.
- The toolbars may seem similar, but each toolbar
serves a specific purpose. - The toolbars available vary depending on the
object you are using and the view in which youre
working.
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the information.
46Section 1-13
Tables
- The table is the basic structure that holds all
of the data in an Access database.
- Tables are made up of fields (columns) and
records (rows). - A field contains categories of data.
- A record contains the set of fields for one
particular entity.
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the information.
47Section 1-14
48Section 1-15
49Section 1-16
Queries
- A query is a question to the database.
- A query generally asks for a set of records from
one or more tables that meets specific criteria. - Queries let you view and manipulate selected
subsets of your data. - A query is a stored question rather than the
stored answer to a question. - This means that the results of the query will
change if the underlying data in the database
changes.
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the information.
50Section 1-17
Queries (cont.)
- A Select query is used to retrieve data from one
or more tables and display the results in a
datasheet.
- A Parameter query prompts you for the information
it needs to retrieve records. - Use a Crosstab query to perform calculations on
records and then group the results. - An Action query is used to make changes to
several records in just one operation. - A SQL query is created from SQL statements that
can be used with Access and other relational
databases.
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the information.
51Section 1-18
Queries (cont.)
- You can view a query using different views.
- Use Datasheet view to display the results of a
query. - Use Design view to display and modify the
underlying structure of a query. - Access also provides other query views.
- SQL view
- PivotTable view
- PivotChart view
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the information.
52Section 1-19
53Section 1-20
54Section 1-21
Forms
- An Access form is the electronic equivalent of a
paper form.
- You can use a form to create a custom layout for
your data. - Forms have three views.
- Use Design view to create a new form or change
the structure of an existing form. - Use either Datasheet view or Form view to view,
enter, and edit data in forms. - Datasheet view shows several records at one time,
while Form view shows only one record at a time.
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the information.
55Section 1-22
56Section 1-23
Reports
- Access reports are based on data from tables or
queries.
- Reports let you control the size and appearance
of data in order to produce presentation-quality
output. - You can use three different views to work with
reports. - Use Design view to create a new report or change
the structure of an existing report. - Use Print Preview to display a WYSIWYG preview of
all the data in a report. - Use Layout Preview to view the layout of a
report this view shows only a portion of the
data contained in the report.
Press the Space Bar or click the mouse to display
the information.
57Section 1-24
58Section 1-25
Data Access Pages
- A data access page (sometimes called a page) is a
Web page that is connected to an Access database.
- A data access page allows you to publish live
data on the Web. - You can work with data access pages in three
views. - Data is displayed in Page view by default when
you open a data access page. - Use Design view to change the structure of the
page. - Use Web Page Preview to see how the page will
look when viewed through a Web browser.
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the information.
59Section 1-26
60Section 1-27
Macros and Modules
- A macro is a set of commands called actions that
you can create to automate a task.
- Macros let you automatically perform a set of
actions rather than issuing them separately. - Macros are designed to save time and effort.
- Macros are best used for relatively simple tasks,
such as opening forms or running reports. - A module is a set of Microsoft Visual Basic
program statements, declarations, and procedures
that are stored together as a unit. - Modules can be used for more complex tasks.
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61Section 1-28
Planning Ahead
- Creating a database requires careful thought.
- Before beginning to build a database, you should
answer several questions - What is the database for and what should the
database do? - What categories of information (or fields) are
needed to achieve the desired results? - How should those fields be divided into separate
tables? - How might these tables relate to each other to
use information from two or more of them
simultaneously?
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the information.
62Section 1-29
Determining the Purpose of the Database
- Before you can configure your database, you need
to determine how it will be used.
- If one exists, investigate the manual system
currently in use. - Review reports and forms that youll need to
duplicate, and note the items of information they
must include. - Talk to people who actually use the database to
find out how they use the system and what they
need.
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the information.
63Section 1-30
Determining the Purpose of the Database (cont.)
- If a manual system does not exist, think
carefully about what you want the system to do.
- Jot down the items of information the system
should track. - Sketch the forms and reports you think youll
need. - Consider how you want to sort and extract data.
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64Section 1-31
Determining the Categories of Information
- Make a list of all of the categories of
information the database should include.
- Make sure to break the categories down into their
smallest parts. - For example, instead of just one category for a
customers name, include separate categories for
first name and last name. - The list does not need to be in any particular
order.
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65Section 1-32
Determining How Many Tables You Need
- Each table in an Access database should contain
information on a single subject.
- If you try to include information on more than
one subject in one table, you end up with
duplicate data, or data redundancy. - When you duplicate data, you do a lot more typing
than necessary. - You run the risk of more data entry errors.
- The duplicate data wastes storage space.
- When you use multiple tables in a database, you
avoid data redundancy.
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the information.
66Section 1-33
Determining How Tables Will Work Together
- In order to use two or more tables in
combination, they must include a common field.
- A relationship is the association between common
fields in two tables. - The field that you use as a common field is known
as a primary key. - A primary key is a field or set of fields that
uniquely identifies each record in a table. - A field that holds information that is not
unique, like a name field, shouldnt be used as
the primary key. - Instead, use a field that holds unique
information about the record, like an ID field,
as the primary key.
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the information.
67Section 1-34
Creating a Database
- Access provides two ways to create a database.
- You can use the Database Wizard, which uses a
template to help you create a database and its
objects. - You can create a blank database and then create
each database object individually as you need it. - Click New on the Database toolbar.
- Click Blank Database in the New File task pane.
- In the New Database dialog box, navigate to the
drive and folder in which you want to save the
database. - Type a name in the File name text box.
- Click Create.
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the information.
68Section 1-35
69Section 1-36
Creating Tables
- To create a table, you must design its structure
by identifying the fields in the table and
defining the properties of those fields.
- Access provides three ways to create tables.
- You can use the Table Wizard to create the table
from a template. - You can use Design view to create the table from
scratch. - You can enter data into a blank datasheet.
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70Section 1-37
Creating a Table With the Table Wizard
- When you use a wizard, Access displays a series
of dialog boxes that prompts you for information.
- When you use the Table Wizard to create a table,
the first step is to select the fields to be
included. - You can remove and rename fields later if you
need to. - You can also change the order of the fields.
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the information.
71Section 1-38
72Section 1-39
73Section 1-40
Naming the Table and Selecting a Primary Key
- Once youve selected the fields for your table,
you need to choose a name for the table.
- You also need to choose a field to act as the
primary key. - You complete both of these activities in the
Table Wizard dialog box. - Type a name for the table.
- Click the No, Ill set the primary key option.
- Click Next.
- Select the field to be used as the primary key.
- Click Next.
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the information.
74Section 1-41
75Section 1-42
76Section 1-43
Creating Tables in Design View
- When you create tables in Design view, you have
more flexibility over the field characteristics
than when you use the Table Wizard.
- Double-click the Create table in Design view
option in the Database window. - Type the first field name and press Tab.
- Click the desired data type and press Tab.
- If desired, type a description for the field and
press Tab. - Repeat the steps for each field.
- You can also use Design view to modify existing
tables, whether you created them in Design view
or with the Table Wizard.
Press the Space Bar or click the mouse to display
the information.
77Section 1-44
78Section 1-45
Setting Field Properties
- After you assign a data type to a field, Access
automatically sets default field properties for
the field.
- The field properties control the way the field
looks and behaves. - You can modify the field property settings to fit
the data your database will contain. - Click the name of the field you wish to change in
the top pane of the Design view window. - Press F6 to jump to the Field Properties pane.
- Click the property box that you wish to change.
- Type or click a new property.
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the information.
79Section 1-46
80Section 1-47
Choosing a Primary Key
- After you create a table, you need to set a
primary key for the table.
- In Design view, click the row selector (the small
box to the left of a field) of the field you wish
to designate as the primary key. - Click the Primary Key button on the Table Design
toolbar.
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the information.
81Section 1-48
82Section 1-49
Saving a Table
- When you create tables with the Table Wizard,
Access automatically saves them.
- When you create or modify tables in Design view,
you need to tell Access to save the table. - To save a table, click the Save button or click
Save on the File menu. - The first time you save a table, Access requests
a table name. - The next time you save the table, Access uses the
name you initially provided. - You can use the Save As command on the File menu
to save a copy of the table under a different
name.
Press the Space Bar or click the mouse to display
the information.
83Section 1-50
84Section 1-51
Modifying Tables in Design View
- At some point, you may need to make changes to
the structure of your table.
- You may need to add or delete fields.
- You might decide to change the fields name or
data type. - You may decide to reorder the fields.
- You can use Design view to change the structure
of your table.
Press the Space Bar or click the mouse to display
the information.
85Section 1-52
86Section 1-53
87Section 1-54
Creating an Input Mask
- Access provides several ways to help you control
how information is entered in a field.
- You can control data entry by specifying a data
type or field size for a field - You can also use an input mask to control data
entry. - An input mask is a pattern that you create that
specifies what kind of data to enter. - It also specifies the number of characters
allowed in a field. - Data entry is easier, because the input mask
shows you exactly how to enter the data. - You can use the Input Mask Wizard to create an
input mask.
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the information.
88Section 1-55
89Section 1-56
Entering Records Using a Datasheet
- When you are entering a large number of records,
a form is usually the best object to use.
- For smaller jobs, you can use the datasheet to
add, delete, or make minor modifications to
records. - Its easy to use the datasheet to add records.
- Type data in a field.
- Press Tab to move between fields.
- Press Tab after the last field of a record to
create a new record, or press the New Record
button to move to a new record.
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the information.
90Section 1-57
91Section 1-58
92Section 1-59
Retrieving Data From Other Sources
- You can populate your database with data from
other sources to avoid rekeying large amounts of
data.
- You can copy records from another database and
append them to a table in your database. - For this to work, the order of the fields in the
two databases must be the same. - You can copy data to the Office Clipboard and
then append it to a table in your database. - The Office Clipboard is a temporary place to
store items that you copy from other databases or
even other applications.
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the information.
93Section 1-60
94Section 1-61
Retrieving Data From Other Sources (cont.)
- You can import data from another database or
application.
- When you import data, you copy an entire object
into your database. - This means that you copy both the records (data)
and the structure (design) of the object. - After you import the data, you may find that you
need to modify the table design.
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the information.
95Section 1-62
96Section 1-63
Navigating the Datasheet
- When you have only a few records in your
database, you can always move to another record
just by clicking.
- When you have larger amounts of data, you need a
more efficient way to move among the records. - Access provides keyboard and mouse techniques for
navigating the datasheet.
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the information.
97Section 1-64
98Section 1-65
Editing the Records
- Once youve found the record you need, you can
edit it.
- You can delete or replace the contents of a
particular field. - You can add to a field.
- You can change the contents of a field.
- You can delete one or more entire records.
- If you need to reverse an edit, you can use the
Undo command.
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the information.
99Section 1-66
100Section 1-67
Defining Relationships Between Tables
- After you have created some tables in your
database, you should establish relationships
between them.
- Table relationships allow you to create queries
and reports that include data from more than one
table. - After youve established the relationships, you
can print the information for your reference.
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101Section 1-68
Relationship Types
- Any two tables can have one of three types of
relationships.
- In a one-to-one relationship, every record in one
table can have one matching record in the other
table. - In a one-to-many relationship, every record in
the primary table can have many matching records
in the related table. - Each record in the related table has just one
associated record in the primary table. - The related table links to the primary table
through a foreign key. - In a many-to-many relationship, a record in
either table can relate to many records in
another table.
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102Section 1-69
Referential Integrity
- Access uses referential integrity to safeguard
your data.
- Referential integrity refers to rules that Access
enforces to make sure you dont accidentally
delete or modify data that is related to another
table. - For example, when referential integrity is
enforced, you cant delete a record in a primary
table if there are matching records in the
related table.
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103Section 1-70
104Section 1-71
105Section 1-72
Displaying Related Records in a Subdatasheet
- A subdatasheet allows you to view and edit data
in a related table, query, or form.
- To view a subdatasheet, click the plus sign in
front of any record in a table. - Click the minus sign in front of any record to
close a subdatasheet.
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106Section 1-73
107Section 1-74
Self Check
- 1. In an Access database, information is
organized in a series of columns called
__________ that contain categories of data and
rows called __________ that contain all the
categories for one particular entity. - 2. __________ are the various components of
Access that you use to enter, display, print, and
manipulate the information in a database. - 3. To create or modify the structure of a table,
you must use __________ view. - 4. A ____________ is a field or set of fields
that uniquely identifies each record in a table. - To ensure that you dont accidentally modify or
delete data that is related to another table,
Access enforces __________________ to safeguard
your data.
fields
records
Objects
Design
primary key
referential integrity
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108Section 1-75
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109Section 1-76
Sample Solution Skills Review 4
110Section 1-77
Sample Solution Lesson Application 12
111Section 1-78
Sample Solution Project 2
112Section 2-1
Objectives
- Add and delete records using forms and subforms.
- Use the Form Wizard to create a form based on
multiple tables. - Create a query using the Simple Query Wizard.
- Sort records in a query.
- Specify criteria in a query.
- Add, delete, and move fields in a query.
- Edit the data in the results of a query.
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113Section 2-2
Objectives (cont.)
- Create and modify a multi-table query.
- Use the Expression Builder to create calculated
fields in a query. - Use aggregate functions and grouping in a query.
- Format and print a datasheet.
- Create various types of AutoReports.
- Use the Report Wizard to create a report based on
a table and a query.
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114Section 2-3
Objectives (cont.)
- Group and sort records in a report and include
summary information.
- Preview and print reports.
- Use Microsoft Access Help to understand spacing
and alignment of controls on forms and reports. - Create a hyperlink to another object in a
database and to a Web site.
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115Section 2-4
Creating and Using Simple Forms
- Forms provide an efficient, user-friendly
interface for data entry.
- You can build forms that display one record at a
time. - You can also build forms that reveal only
selected fields from one or more tables. - The quickest way to create a basic form is by
using the AutoForm command. - You can also use the Form Wizard to create a
form. - For maximum control over what a form contains and
how it appears, use Design view to create the
form.
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116Section 2-5
117Section 2-6
118Section 2-7
119Section 2-8
Designing Basic Queries
- A query allows you to get useful information out
of your database quickly and reliably.
- You can use queries to sort data and to extract
data that meets criteria you specify. - You can also use queries to perform calculations
and to work with data from multiple tables. - Query results can be used in forms and reports.
- You can save queries for future use.
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120Section 2-9
Designing Basic Queries (cont.)
- Access provides more than one way to create a
query.
- You can use the Simple Query Wizard to quickly
create a basic query. - To create more complex queries, or to modify an
existing query, use the Design view.
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121Section 2-10
Using the Simple Query Wizard
- Click Queries in the Objects bar of the Database
window.
- Double-click Create query by using wizard.
- Choose the table(s) you wish to use in the
Tables/Queries text box. - Double-click the available fields you wish to add
to your query and click Next. - Choose Detail or Summary and click Next.
- Enter a name for your query.
- Click Finish.
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122Section 2-11
123Section 2-12
Design View
- You can use Design view to create or modify
queries.
- The Design view is divided into two panes.
- The upper pane contains the Field list from the
table you are using to build the query. - If you are using more than one table, a field
list will appear for each table. - The lower pane contains a design grid.
- Each column in the design grid contains
information about one field in the query.
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124Section 2-13
Design View (cont.)
- Use the design grid to specify the details of the
query.
- The Field row contains the names of the fields in
the query. - The Table row contains the name(s) of the
table(s) where the fields are located. - Use the Sort row to tell Access how to sort the
query results. - Use the Show check box to specify whether or not
the field will be displayed in the query results. - Use the Criteria and Or rows to specify
conditions that limit the scope of the query.
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125Section 2-14
126Section 2-15
Querying Multiple Tables
- You can create queries that extract data from
multiple tables to put information together in
new ways.
- When you include more than one table in a query,
you must establish a join between the tables. - When you establish a join between tables, you
tell Access how the data in one table is related
to the data in the other table. - You can use either a wizard or Design view to
create a multi-table query. - Use the Query Properties dialog box in Design
view to specify special properties of the query,
such as whether or not the query should show
duplicate values.
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127Section 2-16
128Section 2-17
129Section 2-18
Building Complex Queries
- Access lets you easily build complex queries to
extract specific information from your database.
- Complex queries may include expressions,
calculated fields, and statistical functions. - The criteria specified in a query can range from
simple text or numeric data to complex
calculations and expressions.
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130Section 2-19
Using Expressions in a Query
- You can use expressions in your queries to
extract information that falls between a range of
values.
- An expression is a combination of field names,
values, and operators that Access can evaluate. - The comparison operator is an essential part of
most expressions. - A comparison operator is a symbol that is used to
compare a value or text in the database to
characters that you enter.
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131Section 2-20
Using Expressions in a Query (cont.)
132Section 2-21
Using Expressions in a Query (cont.)
- You can also use AND or OR in an expression.
- In an AND expression, all conditions in the
expression must be met in order for the
expression to be true. - When you create an AND expression for a single
field, you must place the entire expression on
the same line in the Criteria row. - When you enter values in the Criteria row for
multiple fields, Access treats those criteria as
an AND expression.
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133Section 2-22
Using Expressions in a Query (cont.)
- In an OR expression, just one of the conditions
in the expression must be met for the condition
to be true.
- When you create an OR expression for a single
field, you can place the entire expression in the
Criteria row. - You can also place each OR condition in a
separate or row. - To create an OR expression that involves multiple
fields, enter one value in the Criteria row of
one field and another value in the or row in
another field.
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134Section 2-23
Using Calculated Fields in a Query
- You should not include fields in your database
that contain data you can calculate from other
fields.
- Instead, use the values already entered in the
database to create a calculated field. - You can type the calculation in the field, or you
can use the Expression Builder to create the
calculation.
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135Section 2-24
136Section 2-25
Using Aggregate Functions
- You can use predefined calculations, called
aggregate functions, to calculate totals and
perform other computations.
- Access provides several different aggregate
functions. - AVG (Average)
- COUNT
- MAX (largest value)
- MIN (smallest value)
- SUM
- STDEV (standard deviation)
- VAR (variance)
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137Section 2-26
138Section 2-27
Grouping
- You can group certain records together and then
use an aggregate function to calculate a total or
average for the group.
- Use Group By in the Total row to indicate the
fields on which you want to group records. - Note that Group By doesnt perform any
calculations. - Instead, you use Group By to define a grouping of
data on which you want to perform an aggregate
function.
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139Section 2-28
140Section 2-29
Formatting and Printing a Datasheet
- The datasheet contains useful information, but it
is not very attractive.
- Large datasheets can be difficult to navigate.
- You can format datasheets to make them more
attractive and easier to navigate. - You can hide or freeze columns.
- You can change the column widths to make the data
easier to read. - You can change the typeface, type size, and
background colors for the datasheet. - You can also print a datasheet if you dont want
to take the time to create a report.
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141Section 2-30
142Section 2-31
Creating Simple Reports
- Reports provide a polished, professional-looking
way to present the information in your database.
- An AutoReport can be generated by Access with
little input from you, and is based on a single
table or query. - If you need to create a report based on more than
one table or query, you can use the Report
Wizard. - If you need even more control over the layout and
content of the report, use Design view to create
the report. - You can also use Design view to modify a report
that was created as an AutoReport or by using the
Report Wizard.
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143Section 2-32
Creating Simple Reports (cont.)
- You can include a variety of report elements to
make your reports easier to read and follow.
- A report header appears at the top of the first
page of the report. - A page header is printed at the top of every page
of the report. - A page footer appears at the bottom of every page
of the report. - You can show your data in either a columnar or
tabular format. - In a columnar report, each field in a record is
printed on a separate line, with its label
immediately to its left. - In a tabular report, the labels are printed
across the top of the page, with the
corresponding fields below.
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144Section 2-33
145Section 2-34
Creating Simple Reports (cont.)
- After you have created a report, preview it to
make sure it has the proper appearance.
- If necessary, you can use Design view to modify
the layout or content of the report. - When everything looks the way you want it to
look, click Print on the File menu to print the
report.
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146Section 2-35
147Section 2-36
Self Check
- 1. A(n) __________ is a form within a main form
that contains fields from a subdatasheet. - 2. In the query design grid, you use the
_________ or ______ rows to specify conditions
that limit the scope of a query. - 3. When you include more than one table in a
query, you must establish a(n) ________ between
the tables so Access knows how the data in one
table is related to the data in the other table. - 4. A(n) ___________ is a combination of field
names, values, and comparison operators that
Access can evaluate. - When you use the ______________, you can create a
report that groups and sorts records, and
includes summary information.
subform
Criteria
Or
join
expression
Report Wizard
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148Section 2-37
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149Section 2-38
Sample Solution Skills Review 10
150Section 2-39
Sample Solution Lesson Application 1
151Section 2-40
Sample Solution Project 2
152Section 3-1
Objectives
- Sort records in a datasheet.
- Apply filters.
- Validate data.
- Create a lookup field.
- Export data from Access.
- Use query wizards.
- Customize forms and reports in Design view.
- Create a database using the Database Wizard.
- Create a data access page using the Page Wizard.
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153Section 3-2
Sorting Records in a Datasheet
- You can use the Sort Ascending and Sort
Descending commands to perform simple sorts in a
datasheet.
- With a simple sort, you can sort records in
either ascending or descending order on one or
more fields. - You cannot, however, sort records in both
ascending and descending order on more than one
field. - You can sort data on any field in a datasheet
except an OLE Object field.
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154Section 3-3
Sorting Records in a Datasheet (cont.)
- Access sorts Text fields into alphabetic order.
- An ascending sort arranges the data from A to Z.
- A descending sort arranges the data from Z to A.
- Access sorts Numeric and Currency fields into
numeric order. - An ascending sort arranges the data from lowest
to highest. - A descending sort arranges the data from highest
to lowest. - Access sorts Date/Time fields into chronological
order. - An ascending sort places the earliest dates
first. - A descending sort places the most recent dates
first.
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155Section 3-4
156Section 3-5
Filtering Data
- You can use a filter to display only the specific
records that meet your criteria.
- A filter allows you to screen the records in a
datasheet in order to more easily locate or
extract information. - A filter does not remove any records from the
datasheet. - A filter simply filters out the records you dont
want to view and displays only those records you
do want to view.
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157Section 3-6
Filtering Data (cont.)
- A filter is very similar to a select query, but
there are some key differences between the two.
- Filters only work on the data in a single table,
but queries can manipulate data from multiple
tables. - When you use a filter, you cant choose which
fields to display in the results. - You cant include calculations in a filter.
- You can save a filter, but it wont be saved as a
separate object in the database. - Use a filter when you want to temporarily
manipulate or rearrange a datasheet. - If you find yourself filtering the datasheet for
the same information over and over again, create
a query instead.
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158Section 3-7
Filtering Data (cont.)
159Section 3-8
Filtering Data (cont.)
- You can use a wildcard character in filters when
youre not sure of the spelling of the data.
- A wildcard character can be used to represent one
or more unknown characters. - Two common wildcard characters are the asterisk
() and the question mark (?). - The asterisk can represent any number of
characters. - Use the question mark to represent one specific
character.
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160Section 3-9
161Section 3-10
162Section 3-11
163Section 3-12
164Section 3-13
165Section 3-14
Validating Data
- Access offers various ways to ensure that data
entered into a database conforms to certain
standards.
- When you assign a data type to a field, you place
a general restriction on the type of data that
can entered. - An input mask further restricts the data that can
be entered in a field. - Another way to ensure that data conforms to
certain standards is to establish validation
rules. - A validation rule is a property that narrowly
defines the data that can be entered into a field
or saved in a record. - If you establish a validation rule to a table
that already contains data, you can apply the
rule to the existing data.
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166Section 3-15
Validating Data (cont.)
- A field validation rule defines the data that
will be accepted into a single field.
- For example, you could define gt0 as the
validation rule for the Quantity field in an
Orders table. - If you enter a zero or any number less than zero
in the field, the data will be rejected.
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167Section 3-16
Validating Data (cont.)
- A record validation rule is used to determine
whether an entire record should be saved.
- You could define the validation rule
HireDategtBirthDate in an Employees table. - If the date in the HireDate field is not greater
than the date in the BirthDate field, the record
will not be saved.
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168Section 3-17
169Section 3-18
Creating Lookup Fields
- When you are entering information into a table
(or form), you may need to look up information
from another table.
- You can create a Lookup field to look up
information in another table. - The resulting information is displayed in a
Lookup list. - You can also create a Lookup field to display a
Value list instead of a Lookup list. - Instead of containing values from a table, a
Value list contains a fixed set of values that
you create and store. - Access provides a Lookup Wizard to guide you
through the process of creating Lookup fields.
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170Section 3-19
171Section 3-20
172Section 3-21
Exporting Data From Access
- You can export data from one Access database and
use it in another Access database.
- You can also use the exported data in another
Office application, in a non-Office application,
or on a Web page. - Its easy to export an Access object.
- Open the database that contains the object you