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New Perspectives Access 2013| Tutorial 2: SAM Project 1a

New Perspectives Access 2013

Tutorial 2: SAM Project 1a

PHYSICAL THERAPY SPECIALISTS, P.C.

UPDATING TABLES, ADDING RECORDS, AND CREATING RELATionships

PROJECT DESCRIPTION

Jennifer Christie uses a database to store and maintain data about the therapists, patients, billing, and locations for Physical Therapy Specialists. She asks you to help her continue building the database by changing the properties for fields in three tables, creating a fourth table, adding records, and creating the table relationships.

GETTING STARTED

· Download the following file from the SAM website:

· NP_Access2013_T2_P1a_FirstLastName_1.accdb

· Open the file you just downloaded and save it with the name:

· NP_Access2013_T2_P1a_FirstLastName_2.accdb

· Hint: If you do not see the .accdb file extension in the Save file dialog box, do not type it. Access will add the file extension for you automatically.

· To complete this Project, you will also need to download and save the following support files from the SAM website:

· support_NP_A13_T2_P1a_pts.accdb

· support_NP_A13_T2_P1a_patient.txt

· support_NP_A13_T2_P1a_billing.xlsx

· Open the _GradingInfoTable table and ensure that your first and last name is displayed as the first record in the table. If the table does not contain your name, delete the file and download a new copy from the SAM website.

PROJECT STEPS

Open the Therapist table in Design view, and then set the field properties shown in Table 1 on the following page. The TherapistID field should be set as the primary key for the table.

Table 1: Therapist Table – Field Properties

© 2014 Cengage Learning.

Field Name

Data Type

Description

Field Size

Other

TherapistID

Short Text

Primary key

3

Caption: Therapist ID

LastName

Short Text

25

Caption: Last Name

FirstName

Short Text

20

Caption: First Name

Specialty

Short Text

25

Certification

Short Text

20

College

Short Text

255

HireDate

Date/Time

Format: Short Date

Caption: Hire Date

Add a new field to the table, so it appears after the HireDate field. Use the field name Minors, the Yes/No data type, the Yes/No Format property, the default value No, and the Caption Accepts Minors.

Delete the College field from the table. Save the Therapist table. (Click the Yes button when asked about potential data loss.)

In Datasheet view for the Therapist table, indicate that the following therapists will accept patients who are minors: Reese, McHarg, and Zachry.

Resize the Accepts Minors column in the Therapist datasheet to best fit the data it contains. Save and close the Therapist table.

Import the structure of the Patient table in the support_NP_A13_T2_P1a_pts.accdb database, available for download from the SAM website, into the current database. Do not save the import steps.

Open the Patient table in Design view, and then update the field properties in using the information in Table 2 on the following page. The PatientID field should be set as the primary key for the table. When you have finished, save the Patient table.

Table 2: Patient Table – Field Properties

© 2014 Cengage Learning.

Field Name

Data Type

Description

Field Size

Other

PatientID

Short Text

Primary key

6

Caption: Patient ID

FirstName

Short Text

20

Caption: First Name

LastName

Short Text

25

Caption: Last Name

Address

Short Text

35

City

Short Text

25

State

Short Text

2

Default Value: OH

Zip

Short Text

10

Phone

Short Text

15

BirthDate

Date/Time

Format: Short Date

Caption: Birth Date

Gender

Short Text

F (Female), M (Male)

1

Add the records shown in Table 3 below to the Patient table. Close the table when you are finished.

Table 3: Patient Table - Records

Patient ID

FirstName

LastName

Address

City

State

Zip

Phone

Birth Date

Gender

A10026

Al

Pandola

45 South Main St

Akron

OH

44307

330-555-4815

12/15/1961

M

© 2014 Cengage Learning.

B10585

Maria

Green

12 Malabar

Akron

OH

44306

330-555-9855

2/28/1965

F

Jennifer exported her existing patient data to a text file and asks you to add this data to the Patient table. Import the data as follows:

a. Specify support_NP_A13_T2_P1a_patient.txt as the source of the data. (The file support_NP_A13_T2_P1a_patient.txt is available for download from the SAM website.)

b. Select the option to append a copy of the records to the Patient table.

c. In the Import Text Wizard dialog boxes, choose the option to import delimited data, to use a comma delimiter, and to import the data into the Patient table. Do not save the import steps.

Open the Billing table in Design view, and then set the field properties shown in Table 4 below. The BillingID field should be set as the primary key for the table.

Table 4: Billing Table – Field Properties

© 2014 Cengage Learning.

Field Name

Data Type

Description

Field Size

Other

BillingID

Short Text

Primary key

6

Caption: Billing ID

PatientID

Short Text

Foreign key

6

Caption: Patient ID

TherapistID

Short Text

Foreign key

3

Caption: Therapist ID

StartDate

Date/Time

Format: Short Date

Caption: Start Date

EndDate

Date/Time

Format: Short Date

Caption: End Date

Amount

Currency

Total contract amount

Decimal Places: 0

Sessions

Number

Number of sessions

Integer

In Design view for the Billing table, move the Sessions field so it follows the EndDate field. Save and close the table.

Use the Import Spreadsheet Wizard to add data to the Billing table from an Excel spreadsheet as follows:

d. Specify support_NP_A13_T2_P1a_billing.xlsx as the source of the data. (The file support_NP_A13_T2_P1a_billing.xlsx is available for download from the SAM website.)

e. Select the option to append a copy of the records to the Billing table.

f. In the Import Spreadsheet Wizard dialog boxes, choose the Sheet1 worksheet, and import to the Billing table. Do not save the import steps.

In Design view, create a new table using the information shown below in Table 5. The LocationID field should be set as the primary key for the table. Save the table as Location, and then close the table.

Table 5: Location Table – Field Properties

© 2014 Cengage Learning.

Field Name

Data Type

Description

Field Size

Other

LocationID

Short Text

Primary key

3

Caption: Location ID

Address

Short Text

35

City

Short Text

25

State

Short Text

2

Zip

Short Text

10

Phone

Short Text

15

Add the Therapist, Billing, and Patient tables to the Relationships window. Resize the field list for each table shown in the Relationships window so all fields are visible in the field list. Define a one-to-many relationship between the primary Therapist table and the related Billing table using the TherapistID field. Choose the options to enforce referential integrity and to cascade updates to related fields.

Define a one-to-many relationship between the primary Patient table and the related Billing table using the PatientID field. Choose the options to enforce referential integrity and to cascade updates to related fields. Figure 1 on the following page shows the completed Relationships window. Save and close the Relationships window.

Figure 1: Relationships Window

Microsoft product screenshots used with permission from Microsoft Corporation.

Copyright © 2014 Cengage Learning. All Rights Reserved.

Close and save any open database objects. Compact and repair your database, and then exit Access. Follow the directions on the SAM website to submit your completed project.

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