Tuesday, May 3, 2011

Designing Forms - XII



« Calculated FieldsDesigning FormsGenerating Reports »
Forms allow you to control the look and feel of the screen for the input of data and the reports generated. 
Form Views
There are three ways to view forms in Access:

Design View
Allows you to design a form that includes a header, a footer, and details in the form.  You can also add images and control which fields appear on the form.
Form View
This is a dynamic page which allows the user to enter and edit data or navigate through data in a field. 
Layout View
This view allows you to design the form and manipulate data.

Create a Form
You can create a form from a table or a query.  To create a form:
  • Click the Create tab
  • Click the Form Design button
Form Design Button
  • Click the Format tab
  • Click the Add Existing Fields Button
  • In the Field List box on the right, click and drag the fields you would like on the form
Add Existing Fields Button and Dialog Box
  • To change the colors and fonts, click the Property Sheet button on the Arrange tab
Property Sheet Button
Insert pic of property sheet button
  • Choose the Section you wish to modify
  • Choose the properties you wish to modify
Property Sheet Drop Down Menus
To preview the form:
  • Click the Views button on the Home tab
  • Click the Form View button
Form View Button
Form Wizard
You can create forms with the help of the Form Wizard.  To use the form wizard:
  • On the create tab, click the More Forms down arrow
  • Click Form Wizard
More Forms Drop down Menu
  • Choose the Tables/Queries that you wish to have on the form
  • Choose the fields you wish to have on the forms
  • Click Next
Form Wizard Screen 1
  • Chose the layout for the form
  • Click Next
Form Wizard Screen 2
  • Choose a style
  • Click Next
Form Wizard Screen 3
  • Create a title for the form
  • Choose whether you want to open the form to view it or modify the form’s design
  • Click Finish
Form Wizard Screen 4

Calculated Fields - XI


A calculated field is a field that gets its information from the calculations performed on other fields.  You can build calculated fields in the Query screen by using the addition (+), subtraction (-), multiplication (*) and division (/) operators. 
Expressions
Expressions a combination of functions, field names, numbers, text, and the operators listed above. 
To build an expression to create a calculated field:
  • Open an existing query or start a new query
  • Click on the View Button
  • Click on Design View
Design View Button
  • In the Query Pane, right-click on the field where you would like to create the calculation
  • Click Build
Build Drop Down
  • Choose the tables that you wish to build the calculation from
  • Double-click the field that you want to include in the calculation
  • Click the operator that you wish to include in the calculation
  • Click the second field you wish to include in the calculation
  • Click OK
Expression Builder Dialog Box
  • Click Run
Run Button
Zoom
The Zoom Dialog Box allows you to view an entire expression at one time.  To view the Zoom Dialog Box:
  • In Design View, right click on the field you want to display
  • Click Zoom
Zoom Drop Down

Querying a Database - X


A query allows you to select and filter data from multiple tables.  Queries can be saved and utilized as often as you need them.
Query Wizard
The Query Wizard walks you through the steps to set up a query.  To run a query using the query wizard:
  • Click the Create tab
  • Click the Query Wizard button
Query Wizard Button
  • Choose the type of query you wish to run
  • Click OK
Query Wizard Screen One
  • Choose the fields you wish to include from each table
  • To select fields from different tables, click the Tables/Queries down arrow
  • Click Next
Query Wizard Screen 2

Insert pic of query wizard
  • Type in a title for the query
  • Click Finish
  • The query will display
Query Title Screen
To switch between tables and queries:
  • Open the Navigation Pane
  • Double click the name of the table or query you wish to view
Navigation Pane
Query Design Feature
You can also design a query with the  Query Design Button.  To design a query using the Query Design Button:
  • Click the Query Design Button on the Create tab
Query Design Button
  • Select the tables that you would like to query
  • Click Add
Add Query Tables
  • Double click the name of the field you would like to query
  • Repeat this process for as many fields as you would like in the query
Query Formulate Page

  • Click Run
Run Query Button
Query Criteria
Query criteria are search conditions used in a query to retrieve specific data.  You can set query criteria to be a specific number or data set, or you can set the criteria to be a range of data.
“value”
Will only display items that are that exact value (replace the word value with what you want to search by)
=
Is equal to
Less than
<=
Less than or equal to
Greater than
>=
Greater than or equal to
<> 
Not equal to
Between  X  And Y
Within a range (replace X & Y with values)
Is Null
Null values
And
True only if both conditions exist
Or
True if either condition exists
Not
True if the single instance is not true
To specify search criteria:
  • Click the query that you wish to add conditions
  • Type in the appropriate query criteria in the Criteria Box
Query Criteria

Managing Data - IX


Add Records to a Table
To add a new record to a table:
  • Open the table in Datasheet View
  • Click the New Cell
  • Type in your new record
New Field
Find and Replace
To find data:
  • Click the Find button on the Home tab
Find Button
To find and replace data:
  • Click the Replace button on the Home tab
Replace Button
When you are searching for data for a find, replace or go to, you have several options in the Find Dialog Box.  These options are:
Find What Text Box
Type the text you wish to find
Link in Drop Drop-Down List
Use the drop-down list to specify a table or a column to search
Match Drop-Down List
Use the drop-down list to narrow down the search to a field or the beginning of a field
Search Drop-Down List
Use this drop-down to specify the direction to search.
Match Case Check Box
Use this check box to specify whether to search by the same upper and lower case letters.
Find Dialog Box
Totals
The totals button provides you the opportunity to add a totals row to your database.  The total can be the sum, average, a count, minimum, maximum, standard deviation, or the variance.  To set up a totals row:
  • Click the Totals button on the Home tab
Totals Button
  • Click the down arrow of the cell where you want the totals
  • Click the appropriate choice
Totals Drop Down
Sort Records
You can sort records in a datasheet by a single column or by two adjacent columns.  To sort records by a single column:
  • Select the field you wish to sort
  • Click the Sort Ascending or Sort Descending button
Sort Buttons
To sort two columns:
  • Move the columns to they are adjacent to each other
  • Select the desired columns for sorting by holding the shift key and clicking the columns
  • Click the Sort Ascending or Sort Descending button
Sort Adjacent Columsn
To clear the sort:
  • Click the Clear Sort button
Clear Sort Button
Filter
You can filter records to include only records that you want to display.  To filter by a column:
  • Open the database in Datasheet View
  • Click the down arrow in the field label
  • Choose the appropriate filter criteria
  • Click OK
Filter
To remove a filter:
  • Click the filter button on the field label
  • Click Clear Filter
  • Click OK
Clear Filter Option

Table Relationships - VIII


Table relationships are the associations of data between tables.  By defining table relationships, you can pull records from related tables based on matching fields. 
One to One Relationships
One-to-One Relationship
A one-to-one relationship is between two tables where the primary key in one table and the foreign key in another table are the same.  For each record in the first table, there is a single matching record in the second table. 
One to One Relationships
One-to-Many Relationship
A one-to-many relationship occurs between two tables where the primary key in one table can be duplicated many times in another table
One to Many Relationships
Creating Table Relationships
To create relationships between tables:
  • Click the Database Tools tab on the Ribbon
  • Click the Relationships button
Relationships Button
  • Click on the Design tab
  • Click Show Table
Show Table Button
Select the desired tables
  • Click Add
  • Click Close
Show Table Dialog Box
  • Click the field you wish to create a relationship from
  • Drag it to the matching field in the other table
  • Click Create
Relationships Dialog Box
Print a Table Relationship
  • Click the Database Tools tab
  • Click the Relationships Button
  • Click the Relationship Report Button on the Design tab
Relationship Report Button 
  • Click the Print button
Print Relationship Report

Keys - VII


Primary Key
The primary key is a unique identifier for a record.  The primary key cannot be the same for two records.  This field can never be blank.
Primary Key
Composite Key
A composite key is a primary key that is comprised of two or more fields.  It can also be called a compound or concatenated key. 
Foreign Key
A foreign key is a field or combination of fields that are related to the primary key of another table.

Manage Tables - VI


Delete a Table
To delete a table:
  • Open the desired database by clicking the Microsoft Office Button and clicking Open
  • Right click on a table and choose Delete
Delete a Table
Rename a Table
To rename a table:
  • Open the desired database by clicking the Microsoft Office Button and clicking Open
  • Right click on a table and choose Rename
  • Type in the new name
Rename Table
Add a Description to a Table
To add a description to a table
  • Open the desired database by clicking the Microsoft Office Button and clicking Open
  • Right click on a table and choose Table Properties
  • Click the Description text box
  • Type in the description
Table Properties
Table Description Dialog Box