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

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M02_Access2016.pptx

Shelly Cashman: Microsoft Access 2016

Module 2: Querying a Database

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Objectives (1 of 2)

Create queries using Design view

Include fields in the design grid

Use text and numeric data in criteria

Save a query and use the saved query

Create and use parameter queries

Use compound criteria in queries

Sort data in queries

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Objectives (2 of 2)

Join tables in queries

Create a report and a form from a query

Export data from a query to another application

Perform calculations and calculate statistics in queries

Create crosstab queries

Customize the Navigation Pane

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Project-Querying a Database

Roadmap

Create queries in Design view

Use criteria in queries

Sort data in queries

Join tables in queries

Export query results

Perform calculations in queries

Create a crosstab query

Customize the Navigation Pane

© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

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Creating Queries (1 of 10)

To Create a Query in Design View

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

Click CREATE on the ribbon to display the CREATE tab

Click the Query Design button to create a new query

Click the table to add to the query

Click the Add button to add the selected table to the query

Click the Close button to remove the dialog box from the screen

Drag the lower edge of the field list down far enough so all fields in the table appear

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Creating Queries (2 of 10)

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Figure 2-2: display of a query in Design view

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Creating Queries (3 of 10)

To Add Fields to the Design Grid

Double-click each field to add to the query

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Figure 2-5: display of the fields in the design grid

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Creating Queries (4 of 10)

To Use Text Data in a Criterion

Click the Criteria row for the field to produce an insertion point

Type the criterion

Click the Run button to run the query

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

Type the name of the query

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

© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

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Figure 2-6: display of the Run button

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Creating Queries (5 of 10)

To Use a Wildcard

If necessary, click the Criteria row below the desired field to produce an insertion point

If necessary, delete the current entry

Type the criterion containing the wildcard character (*)

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Creating Queries (6 of 10)

To Use Criteria for a Field Not Included in the Results

With the desired query open, click the Show check box to remove the check mark for a field containing criteria

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Figure 2-16: display of Show Check box

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Creating Queries (7 of 10)

To Create and View a Parameter Query

If necessary, return to Design view and type the criterion for a parameter query ([Enter City], for example)

Run the query

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Figure 2-18: display of parameter query

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Creating Queries (8 of 10)

To Use a Number in a Criterion

Click the Query Design button to create a new query

Click the table you wish to add to the query

Click the Add button to add the selected table to the query

Click the Close button to remove the dialog box from the screen

Add the desired fields to the query

Add a numeric criterion for a numeric field

© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

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Creating Queries (9 of 10)

To Use a Comparison Operator in a Criterion

Open the query in Design view

Enter the criterion with a comparison operator

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Figure 2-25: display of comparison operator

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Creating Queries (10 of 10)

To Use a Compound Criterion Involving AND

Open the query in Design view

Add the criteria for two fields in the Criteria row

To Use a Compound Criterion Involving OR

Open the query in Design view

Add criterion for one field to the Criteria row

Add criterion for another field in the or row (the row below the Criteria row)

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Sorting (1 of 4)

To Clear the Design Grid

Open the query in Design view

Click just above the column heading in the first column in the grid to select the column

Hold the SHIFT key down and click just above the last column heading to select all the columns

Press the DELETE key to clear the design grid

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Sorting (2 of 4)

To Sort Data in a Query

Open the query in Design view

Click the Sort row below the field you wish to sort, and then click the Sort row arrow to display a menu of possible sort orders

Click the desired sort order

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Sorting (3 of 4)

To Omit Duplicates

Open the query in Design view

Click an empty field in the design grid

Click the Property Sheet button to display the property sheet

Click the Unique Values property box, and then click the arrow that appears to produce a list of available choices

Click Yes and then close the Query Properties property sheet by clicking the Property Sheet button a second time

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Sorting (4 of 4)

To Sort on Multiple Keys

Open the query in Design view

Select a sort order in the Sort column for multiple fields

To Create a Top-Values Query

Open the query in Design view

Click the Return arrow to display the Return menu

Click an option corresponding to the values you wish to return

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Joining Tables (1 of 2)

To Join Tables

Click the Query Design button to create a new query

Add two related tables to the new query

Add the desired fields from each table to the query

To Change Join Properties

Open the query in Design view

Right-click the join line to produce a shortcut menu

Click Join Properties on the shortcut menu to display the Join Properties dialog box

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Joining Tables (2 of 2)

To Create a Report from a Query

Open the Navigation Pane, and then select the desired query in the Navigation Pane

Click the Report Wizard button to display the Report Wizard dialog box

Add the desired fields to the query

Follow the remaining steps in the wizard to specify a grouping, sort order, layout and orientation, and title

Click the Finish button to produce the report

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Creating a Form for a Query

To Create a Form for a Query

Select the query in the Navigation Pane

Click the Form button to create a simple form

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Figure 2-55: display of fields in Manager-Account Query

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Exporting Data From Access to Other Applications

To Export Data to Excel

Click the desired query in the Navigation Pane to select it

Click the Excel button to display the Export - Excel Spreadsheet dialog box

Click the Browse button (Export - Excel Spreadsheet dialog box) to display the File Save dialog box

Navigate to the location to save the exported file

Click the OK button (Export - Excel Spreadsheet dialog box) to export the data

Click the ‘Save export steps’ check box (Export - Excel Spreadsheet dialog box) to display the Save Export Steps options

Type the desired name for the steps in the Save as text box

If necessary, type a description for the export steps

Click the Save Export button (Export - Excel Spreadsheet dialog box) to save the export steps

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Adding Criteria to a Join Query

To Restrict the Records in a Join

Open the query containing a join

Type the criterion for the desired field

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Figure 2-61: display of the criterion for Amount Paid field

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Calculations (1 of 5)

To Use a Calculated Field in a Query

Open the query in Design view containing a field that can be calculated

Right-click the Field row in the first open column in the design grid to display a shortcut menu

Click Zoom on the shortcut menu to display the Zoom dialog box

Type the calculation in the Zoom dialog box

Click the OK button (Zoom dialog box) to enter the expression

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Calculations (2 of 5)

To Change a Caption

Open the query in Design view

Click the field in the design grid to which you wish to add the caption, and then click the Property Sheet button to display the properties for the field

Click the Caption box, and then type the desired caption

Close the property sheet by clicking the property Sheet button a second time

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Calculations (3 of 5)

To Calculate Statistics

Create a new query for a table containing fields for which you can calculate statistics

Click the Totals button to include the Total row in the design grid

Add the field for which you wish to total

Click the Total row for the added field

Click the Total arrow to display the Total list

Select the desired calculation for Access to perform

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Calculations (4 of 5)

To Use Criteria in Calculating Statistics

Add a field to the query containing statistics for which you wish to add criteria

Click the Total row in the desired column

Click the Total arrow for the added field to produce a Total list

Click Where

Type the criterion in the Criteria row

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Calculations (5 of 5)

To Use Grouping

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Figure 2-76: display of group by Account Manager Number

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Crosstab Queries (1 of 2)

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Figure 2-78: display of a cross tab query

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Crosstab Queries (2 of 2)

To Create a Crosstab Query

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

Click Crosstab Query Wizard (New Query dialog box)

Click the OK button to display the Crosstab Query Wizard dialog box

Follow the instructions in the wizard to select the row and column headings for the query, and then name the query

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Customizing the Navigation Pane

To Customize the Navigation Pane

If necessary, click the Shutter Bar Open/Close Button to open the Navigation Pane

Click the Navigation Pane arrow to produce the Navigation Pane menu

Click the desired option to organize the Navigation Pane

© 2017 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.

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