Summarize the three most important things you have learned in this pdf.

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M01_Access2016.pptx

Shelly Cashman: Microsoft Access 2016

Module 1: Databases and Database Objects: An Introduction

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Objectives (1 of 2)

Describe the features of the Access window

Create a database

Create tables in Datasheet and Design views

Add records to a table

Close a database

Open a database

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Objectives (2 of 2)

Print the contents of a table

Create and use a query

Create and use a form

Create and print custom reports

Modify a report in Layout view

Perform special database operations

Design a database to satisfy a collection of requirements

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Project – Database Creation

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Figure 1-1a: display of account table

Figure 1-1b: display of account manager table

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Roadmap

Create the first table, Account Manager, using Datasheet view

Add records to the Account Manager table

Print the contents of the Account Manager table

Import records into the second table, Account

Modify the second table using Design view

Create a query for the Account table

Create a form for the Account table

Create a report for the Account table

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Creating a Database (1 of 2)

To Create a Database

Run Access

Using the steps in the “To Create an Access Database” section in the Office and Windows module, create the database on your hard disk, OneDrive, or other storage location using the desired file name

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Figure 1-2: display of how to create a database

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Creating a Database (2 of 2)

To Create a Database Using a Template

If you have another database open, close it withot exiting Access by clicking File on the ribbon to open the Backstage view, and then clicking Close

If you do not see a template that you want, you can search Microsoft Office onlin for additional templates

Click the template you want to use. Be sure you have selected one that indicates it is for a desktop database

Enter a file name and select a location for the database

Click the Create button to create the database

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The Access Window

Navigation Pane and Access Work Area

Define the following

Access work area

Object tabs

Navigation Pane

Status bar

Datasheet view

Datasheet

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Determining Tables and Fields (1 of 2)

Naming Tables and Fields

Names can be us to 64 characters in length

Names can contain letters, digits, and spaces, as well as most of the punctuation symbols

Names cannot contain periods (.), exclamation point (!), accent graves (`), or square brackets ([])

Each field in a table must have a unique name

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Determining Tables and Fields (2 of 2)

Determining the Primary Key

Unique identifier

Field called ID

Autonumber field

Determining Data Types for the Fields

Data type

Short Text

Number

Currency

Date & Time

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Creating a Table (1 of 11)

Datasheet view – rows and columns, like a spreadsheet

Design view – only used to create a table or to modify the structure of a table

Caption – an assigned value to a field

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Creating a Table (2 of 11)

To Modify the Primary Key

Click the Field Size text box to select the current field size, use either the DELETE or BACKSPACE keys to erase the current field size, and then type the new field size

Click the Name & Caption button to display the Enter Field Properties dialog box

Click the Caption text box, and then type the desired caption

Click the Description text box, and then type the desired description

Click the OK button to change the caption and description

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Creating a Table (3 of 11)

To Define the Renaming Fields in a Table

Click the ‘Click to Add’ column heading to display a menu of available data types

Click the desired data type

Type the desired field name

Click the blank space below the field name to complete the change of the name. Click the blank space a second time to select the field

Change the field size, if necessary

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Creating a Table (4 of 11)

Click the Save button on the Quick Access Toolbar to display the Save As dialog box

Type the desired table name

Click the OK button (Save As dialog box) to save the table

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Figure 1-13: display using the views group and the change in the table name

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Creating a Table (5 of 11)

To View the Table in Design View

Click the View button arrow to display the View menu

Click Design View on the View menu to view the table in Design view

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Figure 1-15: The design view is displayed

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Creating a Table (6 of 11)

To Change a Field Size in Design View

If necessary, click the vertical scroll bar to display the desired field. Click the row selector for the desired field to select the field

Click the Field Size box to display the Field Size arrow

Click the Field Size arrow to display the Field Size menu

Click the desired field size

Click the Format box to display the Format arrow

Click the Format arrow to open the Format menu

Click the Save button to save your changes

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Creating a Table (7 of 11)

To Close the Table

Click the Close button for the open table to close the table

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Creating a Table (8 of 11)

To Add Record to a Table

Right-click the table in the Navigation Pane to display the shortcut menu

Click Open on the shortcut menu to open the table in Datasheet view

Click the Shutter Bar Open/Close Button to close the Navigation Pane

Type the desired values in each field, pressing the TAB key to move to the next field

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Creating a Table (9 of 11)

Making Changes to the Data

Undo

Add a record

Delete a record

Change the contents of a field

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Creating a Table (10 of 11)

To Add Records to a Table that Contains Data

Run Access

Open desired database

Open the Navigation Pane

Click Open on the shortcut menu to open the table in Datasheet view

Close the Navigation Pane

Click the ‘New (blank) record’ button to move t a position to enter a new record

Close the table

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Creating a Table (11 of 11)

To Resize Columns in a Datasheet

Point to the right boundary of the field selector so that the mouse pointer becomes a two-headed arrow

Double-click the right boundary of the field selector to resize the field so that it best fits the data

Save the changes to the layout by clicking the Save button on the Quick Access Toolbar

Click the table’s Close button to close the table

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Previewing and Printing the Contents of a Table

To Preview and Print the Contents of a Table

If necessary, open the Navigation Pane and select the table you wish to preview and print

Click FILE on the ribbon to open the Backstage view

Click the Print tab in the Backstage view to display the Print gallery

Click the Print Preview button in the Print gallery to display a preview of what the table will look like when printed

Click the Print button to display the Print dialog box

Click the OK button to print the table

When the printer stops, retrieve the hard copy

Click the Close Print Preview button to close the Print Preview window

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Importing or Linking Data From Other Applications to Access (1 of 3)

To Import an Excel Worksheet

Click EXTERNAL DATA on the ribbon to display the EXTERNAL DATA tab

Click the Excel button to display the Get External Data – Excel Spreadsheet dialog box

Click the Browse button in the Get External Data – Excel Spreadsheet dialog box

Navigate to and select the desired file

Click the Open button

With the option button to import the source data to a new table elected, click the OK button to display the Import Spreadsheet Wizard dialog box

Be sure the ‘First Row Contains Column Headings’ check box is selected

Click the Next button

Click the ‘Choose my own primary key’ option button

Click the Finish button

Click the Save Import button to save the import steps

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Importing or Linking Data From Other Applications to Access (2 of 3)

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Figure 1-45: click the next button

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Importing or Linking Data From Other Applications to Access (3 of 3)

To Modify a Table in Design View

Right-click the desired table in the Navigation Pane to display the shortcut menu, and then click Design View on the shortcut menu to open the table in Design View

Click the Description box for the desired field and then type the desired text

Click the Save button on the Quick Access Toolbar to save your changes

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Additional Database Objects (1 of 6)

To Use the Simple Query Wizard to Create a Query

If necessary, open the Navigation Pane

Select the table you wish to query

Click CREATE on t he ribbon to display the CREATE tab

Click the Query Wizard button to display the New Query dialog box

Be sure Simple Query Wizard is selected, and then click the OK button (New Query dialog box) to display the Simple Query Wizard dialog box

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Figure 1-55: add selected fields

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Additional Database Objects (2 of 6)

To Use a Criterion in a Query

Right-click the query to open in the Navigation Pane to produce a shortcut menu

Click Design View on the shortcut menu to open the query in Design view

Click the Criteria row in the column for the field for which you want to specify the criteria, and then type the criteria

Click the Run button to run the query and display the results in Datasheet view

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Additional Database Objects (3 of 6)

To Create a Form

Select the table in the Navigation Pane for which you want to create a form

If necessary, click CREATE on the ribbon to display the CREATE tab

Click the Form button to create a simple form

Click the Form View button on the Access status bar to display the form in Form view

Click the Next record button to move to the next record

Click the Save button on the Quick Access Toolbar to display the Save As dialog box

Type the desired form name, and then click the OK button to save the form

Click the Close button for the form to close the form

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Additional Database Objects (4 of 6)

To Create a Report

Select the table in the Navigation Pane for which you want to create the report

Click CREATE on the ribbon to display the CREATE tab

Click the Report button to create the report

Click the Save button on the Quick Access Toolbar to display the Save As dialog box and then type the name of the report

Click the OK button (Save As dialog box) to save the report

Close the report by tapping or clicking its Close button

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Additional Database Objects (5 of 6)

To Modify Report Column Headings and Resize Columns

Right-click the report in the Navigation Pane you wish to modify and then click Layout View on the shortcut menu

If a Field list appears, click the Add Existing Fields button to remove the Field list from the screen

Close the Navigation Pane

Click the column heading you wish to modify two times

Type the new column heading

Point to the right boundary of the heading for the column you wish to resize until the mouse pointer changes to a two-headed arrow and then drag the right boundary to the desired position

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Additional Database Objects (6 of 6)

To Add Totals to a Report

Click the field you want to total

Click DESIGN on the ribbon to display the DESIGN tab

Click the Totals button to display the list of available calculations

Click Sum to calculate the sum of the amount of paid values

Click the Save button on the Quick Access Toolbar to save your changes to the report layout

Close the report

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Database Properties

To Change Database Properties

Click FILE on the ribbon to open the Backstage view

If necessary, click the Info tab in the Backstage view to display the Info gallery

Click the ‘View and edit database properties’ link in the right pane of the Info gallery

Enter the desired database properties

Click the OK button to save your changes

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Special Database Operations (1 of 3)

To Back Up a Database

Open the database to be backed up

Click FILE on the ribbon to open the Backstage view, and then tap or click the Save As tab

With Save Database As selected in the File Types area, click ‘Back Up Database’ in the Save Database As area, and then click the Save As button

Navigate to the desired location in the Save As box. If you do not want the name Access has suggested, enter the desired name in the File name text box

Click the Save button to back up the database

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Special Database Operations (2 of 3)

To Compact and Repair a Database

Open the database to be compacted

Click FILE on the ribbon to open the Backstage view, and then, if necessary, select the Info tab

Click the ‘Compact & Repair Database’ button in the Info gallery to compact and repair the database

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Special Database Operations (3 of 3)

Additional Operations

Closing a database without exiting Access

Saving a database with another name

Deleting a table or other object in the database

Renaming an object in the database

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Database Design

Database Design Process

Identify the Tables

Determine the Primary Keys

Determine Additional Fields

Determine and Implement Relationships between the Tables

Assign Data Types to the Fields

Identify and Remove Redundancy

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