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Microsoft
Access 2013
Chapter 1
Databases and Database
Objects: An Introduction
• 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
Objectives
Databases and Database Objects: An Introduction 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
Databases and Database Objects: An Introduction 3
Objectives
Databases and Database Objects: An Introduction 4
Project – Database Creation
• Create the first table, Book Rep, using Datasheet
view
• Add records to the Book Rep table
• Print the contents of the Book Rep table
• Import records into the second table, Customer
• Modify the second table using Design view
• Create a query for the Customer table
• Create a form for the Customer table
• Create a report for the Customer table
Databases and Database Objects: An Introduction 5
Roadmap
• Tap or click the ‘Blank desktop database’ thumbnail to select the
database type.
• Type the desired file name in the File Name text box to enter the
new file name. Do not press the ENTER key after typing the file
name because you do not want to create the database at this time
• Tap or click the ‘Browse for a location to put your database’ button
to display the File New Database dialog box
• Navigate to the location for the database
• Tap or click the OK button (File New Database dialog box) to select
the location for the database and close the dialog box
• Tap or click the Create button to create the database on the
selected drive in the selected folder with the desired file name
Databases and Database Objects: An Introduction 6
Creating a Database
Databases and Database Objects: An Introduction 7
Creating a Database
• Press and hold or right-click the column heading for the
desired primary key field to display a shortcut menu
• Tap or click Rename Field on the shortcut menu to highlight
the current name
• Type the new desired name for the field
• Tap or click the white space immediately below the field
name to complete the addition of the field
• Tap or click the Data Type arrow (TABLE TOOLS FIELD tab |
Formatting group) to display a menu of available data types
• Tap or click the desired data type
Databases and Database Objects: An Introduction 8
Modifying the Primary Key
• Tap or click the Field Size text box (Table Tools Fields tab |
Properties group) 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
• Tap or click the Name & Caption button (TABLE TOOLS
FIELDS tab | Properties group) to display the Enter Field
Properties dialog box
• Tap or click the Caption text box (Enter Field Properties
dialog box), and then type the desired caption
• Tap or click the Description text box, and then type the
desired description
• Tap click the OK button (Enter Fields Properties dialog box)
to change the caption and description
Databases and Database Objects: An Introduction 9
Modifying the Primary Key
Databases and Database Objects: An Introduction 10
Modifying the Primary Key
• Tap or click the ‘Click to Add’ column heading to
display a menu of available data types
• Tap or click the desired data type
• Type the desired field name
• Tap or click the blank space below the field name
to complete the change of the name. Tap or click
the blank space a second time to select the field
• Change the field size, if necessary
Databases and Database Objects: An Introduction 11
Defining the Remaining Fields in a Table
• Tap or click the Save button on the Quick Access
Toolbar to display the Save As dialog box
• Type the desired table name
• Tap or click the OK button (Save As dialog box) to
save the table
Databases and Database Objects: An Introduction 12
Saving a Table
• Tap or click the View button arrow (TABLE TOOLS
FIELDS tab | Views group) to display the View
menu
• Tap or click Design View on the View menu to
view the table in Design view
Databases and Database Objects: An Introduction 13
Viewing the Table in Design View
• If necessary, tap or click the vertical scroll bar to display
the desired field. Tap or click the row selector for the
desired field to select the field
• Tap or click the Field Size box to display the Field Size
arrow
• Tap or click the Field Size arrow to display the Field Size
menu
• Tap or click the desired field size
• Tap or click the Format box to display the Format arrow
• Tap or click the Format arrow to open the Format menu
• Tap or click the Save button to save your changes
Databases and Database Objects: An Introduction 14
Changing a Field Size in Design View
Databases and Database Objects: An Introduction 15
Changing a Field Size in Design View
• Click the Close button for the open table to close
the table
Databases and Database Objects: An Introduction 16
Closing the Table
• Press and hold or right-click the table in the
Navigation Pane to display the shortcut menu
• Tap or click Open on the shortcut menu to open
the table in Datasheet view
• Tap or 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
Databases and Database Objects: An Introduction 17
Adding Records to a Table
Databases and Database Objects: An Introduction 18
Adding Records to a Table
• Point to the right boundary of the field selector so
that the mouse pointer becomes a two-headed arrow
• Double-tap or 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 tapping or clicking
the Save button on the Quick Access Toolbar
• Tap or click the table’s Close button to close the table
Databases and Database Objects: An Introduction 19
Resizing Columns in a Datasheet
Databases and Database Objects: An Introduction 20
Resizing Columns in a Datasheet
• If necessary, open the Navigation Pane and select
the table you wish to preview and print
• Tap or click FILE on the ribbon to open the
Backstage view
• Tap or click the Print tab in the Backstage view to
display the Print gallery
• Tap or click the Print Preview button in the Print
gallery to display a preview of what the table will
look like when printed
Databases and Database Objects: An Introduction 21
Previewing and Printing the Contents
of a Table
• Tap or click the Print button (PRINT PREVIEW tab |
Print group) to display the Print dialog box
• Tap or click the OK button (Print dialog box) to
print the table
• When the printer stops, retrieve the hard copy
• Tap or click the Close Print Preview button (PRINT
PREVIEW tab | Close Preview group) to close the
Print Preview window
Databases and Database Objects: An Introduction 22
Previewing and Printing the Contents
of a Table
Databases and Database Objects: An Introduction 23
Previewing and Printing the Contents
of a Table
• Tap or click EXTERNAL DATA on the ribbon to
display the EXTERNAL DATA tab
• Tap or click the Excel button (EXTERNAL DATA tab
| Import & Link group) to display the Get External
Data – Excel Spreadsheet dialog box
• Tap or click the Browse button in the Get External
Data – Excel Spreadsheet dialog box
• Navigate to and select the desired file
• Tap or click the Open button
Databases and Database Objects: An Introduction 24
Importing an Excel Worksheet
• Follow the remaining steps in the wizard to
import the Excel worksheet
– Choose where to import the data
– Preview the data you are importing
– Name the table (if importing to a new table)
Databases and Database Objects: An Introduction 25
Importing an Excel Worksheet
Databases and Database Objects: An Introduction 26
Importing an Excel Worksheet
Databases and Database Objects: An Introduction 27
Modifying a Table in Design View
• If necessary, open the Navigation Pane
• Select the table you wish to query
• Tap or click CREATE on the ribbon to display the
CREATE tab
• Tap or click the Query Wizard button (CREATE tab |
Queries group) to display the New Query dialog box
• Be sure Simple Query Wizard is selected, and then
tap or click the OK button (New Query dialog box) to
display the Simple Query Wizard dialog box
Databases and Database Objects: An Introduction 28
Using the Simple Query Wizard
to Create a Query
• Follow the remaining steps in the wizard to finish
creating the query
Databases and Database Objects: An Introduction 29
Using the Simple Query Wizard
to Create a Query
• Press and hold or right-click the query to open in
the Navigation Pane to produce a shortcut menu
• Tap or click Design View on the shortcut menu to
open the query in Design view
• Tap or click the Criteria row in the column for the
field for which you want to specify the criteria,
and then type the criteria
• Tap or click the Run button (QUERY TOOLS
DESIGN) tab | Results group) to run the query and
display the results in Datasheet view
Databases and Database Objects: An Introduction 30
Using a Criterion in a Query
Databases and Database Objects: An Introduction 31
Using a Criterion in a Query
• Select the table in the Navigation Pane for which
you want to create a form
• If necessary, tap or click CREATE on the ribbon to
display the CREATE tab
• Tap or click the Form button (CREATE tab | Forms
group) to create a simple form
• Tap or click the Form View button on the Access
status bar to display the form in Form view
Databases and Database Objects: An Introduction 32
Creating a Form
• Tap or click the Next record button to move to the
next record
• Tap or 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
• Tap or click the Close button for the form to close
the form
Databases and Database Objects: An Introduction 33
Creating a Form
Databases and Database Objects: An Introduction 34
Creating a Form
• Select the table in the Navigation Pane for which you want
to create the report
• Tap or click CREATE on the ribbon to display the CREATE tab
• Tap or click the Report button (CREATE tab | Reports group)
to create the report
• Tap or click the Save button on the Quick Access Toolbar to
display the Save As dialog box and then type the name of
the report
• Tap or click the OK button (Save As dialog box) to save the
report
• Close the report by tapping or clicking its Close button
Databases and Database Objects: An Introduction 35
Creating a Report
Databases and Database Objects: An Introduction 36
Creating a Report
• Press and hold or 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, tap or click the Add Existing
Fields button (REPORT LAYOUT TOOLS DESIGN tab |
Tools group) to remove the Field list from the screen
• Close the Navigation Pane
• Tap or click the column heading you wish to modify
two times
• Type the new column heading
Databases and Database Objects: An Introduction 37
Modifying Column Headings
and Resizing Columns
• 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
Databases and Database Objects: An Introduction 38
Modifying Column Headings
and Resizing Columns
• Tap or click the field you want to total
• Click DESIGN on the ribbon to display the DESIGN tab
• Tap or click the Totals button (REPORT LAYOUT TOOLS
DESIGN tab | Grouping & Totals group) to display the
list of available calculations
• Tap or click Sum to calculate the sum of the amount
of paid values
• Tap or click the Save button on the Quick Access
Toolbar to save your changes to the report layout
• Close the report
Databases and Database Objects: An Introduction 39
Adding Totals to a Report
Databases and Database Objects: An Introduction 40
Adding Totals to a Report
• Tap or click FILE on the ribbon to open the
Backstage view
• If necessary, tap or click the Info tab in the
Backstage view to display the Info gallery
• Tap or click the ‘View and edit database
properties’ link in the right pane of the Info
gallery
• Enter the desired database properties
• Tap or click the OK button to save your changes
Databases and Database Objects: An Introduction 41
Changing Database Properties
• Open the database to be backed up
• Tap or 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 tap or click the Save As button
• Selected 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
• Tap or click the Save button to back up the database
Databases and Database Objects: An Introduction 42
Backing Up a Database
• Open the database to be compacted
• Tap or click FILE on the ribbon to open the
Backstage view, and then, if necessary, select the
Info tab
• Tap or click the ‘Compact & Repair Database’
button in the Info gallery to compact and repair
the database
Databases and Database Objects: An Introduction 43
Compacting and Repairing a Database
• 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
Databases and Database Objects: An Introduction 44
Additional Operations
• 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
Chapter Summary
Databases and Database Objects: An Introduction 45
• 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
Databases and Database Objects: An Introduction 46
Chapter Summary
Chapter 1 Complete
Microsoft
Access 2013

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Access Chapter 01

  • 1. Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction
  • 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 Objectives Databases and Database Objects: An Introduction 2
  • 3. • 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 Databases and Database Objects: An Introduction 3 Objectives
  • 4. Databases and Database Objects: An Introduction 4 Project – Database Creation
  • 5. • Create the first table, Book Rep, using Datasheet view • Add records to the Book Rep table • Print the contents of the Book Rep table • Import records into the second table, Customer • Modify the second table using Design view • Create a query for the Customer table • Create a form for the Customer table • Create a report for the Customer table Databases and Database Objects: An Introduction 5 Roadmap
  • 6. • Tap or click the ‘Blank desktop database’ thumbnail to select the database type. • Type the desired file name in the File Name text box to enter the new file name. Do not press the ENTER key after typing the file name because you do not want to create the database at this time • Tap or click the ‘Browse for a location to put your database’ button to display the File New Database dialog box • Navigate to the location for the database • Tap or click the OK button (File New Database dialog box) to select the location for the database and close the dialog box • Tap or click the Create button to create the database on the selected drive in the selected folder with the desired file name Databases and Database Objects: An Introduction 6 Creating a Database
  • 7. Databases and Database Objects: An Introduction 7 Creating a Database
  • 8. • Press and hold or right-click the column heading for the desired primary key field to display a shortcut menu • Tap or click Rename Field on the shortcut menu to highlight the current name • Type the new desired name for the field • Tap or click the white space immediately below the field name to complete the addition of the field • Tap or click the Data Type arrow (TABLE TOOLS FIELD tab | Formatting group) to display a menu of available data types • Tap or click the desired data type Databases and Database Objects: An Introduction 8 Modifying the Primary Key
  • 9. • Tap or click the Field Size text box (Table Tools Fields tab | Properties group) 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 • Tap or click the Name & Caption button (TABLE TOOLS FIELDS tab | Properties group) to display the Enter Field Properties dialog box • Tap or click the Caption text box (Enter Field Properties dialog box), and then type the desired caption • Tap or click the Description text box, and then type the desired description • Tap click the OK button (Enter Fields Properties dialog box) to change the caption and description Databases and Database Objects: An Introduction 9 Modifying the Primary Key
  • 10. Databases and Database Objects: An Introduction 10 Modifying the Primary Key
  • 11. • Tap or click the ‘Click to Add’ column heading to display a menu of available data types • Tap or click the desired data type • Type the desired field name • Tap or click the blank space below the field name to complete the change of the name. Tap or click the blank space a second time to select the field • Change the field size, if necessary Databases and Database Objects: An Introduction 11 Defining the Remaining Fields in a Table
  • 12. • Tap or click the Save button on the Quick Access Toolbar to display the Save As dialog box • Type the desired table name • Tap or click the OK button (Save As dialog box) to save the table Databases and Database Objects: An Introduction 12 Saving a Table
  • 13. • Tap or click the View button arrow (TABLE TOOLS FIELDS tab | Views group) to display the View menu • Tap or click Design View on the View menu to view the table in Design view Databases and Database Objects: An Introduction 13 Viewing the Table in Design View
  • 14. • If necessary, tap or click the vertical scroll bar to display the desired field. Tap or click the row selector for the desired field to select the field • Tap or click the Field Size box to display the Field Size arrow • Tap or click the Field Size arrow to display the Field Size menu • Tap or click the desired field size • Tap or click the Format box to display the Format arrow • Tap or click the Format arrow to open the Format menu • Tap or click the Save button to save your changes Databases and Database Objects: An Introduction 14 Changing a Field Size in Design View
  • 15. Databases and Database Objects: An Introduction 15 Changing a Field Size in Design View
  • 16. • Click the Close button for the open table to close the table Databases and Database Objects: An Introduction 16 Closing the Table
  • 17. • Press and hold or right-click the table in the Navigation Pane to display the shortcut menu • Tap or click Open on the shortcut menu to open the table in Datasheet view • Tap or 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 Databases and Database Objects: An Introduction 17 Adding Records to a Table
  • 18. Databases and Database Objects: An Introduction 18 Adding Records to a Table
  • 19. • Point to the right boundary of the field selector so that the mouse pointer becomes a two-headed arrow • Double-tap or 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 tapping or clicking the Save button on the Quick Access Toolbar • Tap or click the table’s Close button to close the table Databases and Database Objects: An Introduction 19 Resizing Columns in a Datasheet
  • 20. Databases and Database Objects: An Introduction 20 Resizing Columns in a Datasheet
  • 21. • If necessary, open the Navigation Pane and select the table you wish to preview and print • Tap or click FILE on the ribbon to open the Backstage view • Tap or click the Print tab in the Backstage view to display the Print gallery • Tap or click the Print Preview button in the Print gallery to display a preview of what the table will look like when printed Databases and Database Objects: An Introduction 21 Previewing and Printing the Contents of a Table
  • 22. • Tap or click the Print button (PRINT PREVIEW tab | Print group) to display the Print dialog box • Tap or click the OK button (Print dialog box) to print the table • When the printer stops, retrieve the hard copy • Tap or click the Close Print Preview button (PRINT PREVIEW tab | Close Preview group) to close the Print Preview window Databases and Database Objects: An Introduction 22 Previewing and Printing the Contents of a Table
  • 23. Databases and Database Objects: An Introduction 23 Previewing and Printing the Contents of a Table
  • 24. • Tap or click EXTERNAL DATA on the ribbon to display the EXTERNAL DATA tab • Tap or click the Excel button (EXTERNAL DATA tab | Import & Link group) to display the Get External Data – Excel Spreadsheet dialog box • Tap or click the Browse button in the Get External Data – Excel Spreadsheet dialog box • Navigate to and select the desired file • Tap or click the Open button Databases and Database Objects: An Introduction 24 Importing an Excel Worksheet
  • 25. • Follow the remaining steps in the wizard to import the Excel worksheet – Choose where to import the data – Preview the data you are importing – Name the table (if importing to a new table) Databases and Database Objects: An Introduction 25 Importing an Excel Worksheet
  • 26. Databases and Database Objects: An Introduction 26 Importing an Excel Worksheet
  • 27. Databases and Database Objects: An Introduction 27 Modifying a Table in Design View
  • 28. • If necessary, open the Navigation Pane • Select the table you wish to query • Tap or click CREATE on the ribbon to display the CREATE tab • Tap or click the Query Wizard button (CREATE tab | Queries group) to display the New Query dialog box • Be sure Simple Query Wizard is selected, and then tap or click the OK button (New Query dialog box) to display the Simple Query Wizard dialog box Databases and Database Objects: An Introduction 28 Using the Simple Query Wizard to Create a Query
  • 29. • Follow the remaining steps in the wizard to finish creating the query Databases and Database Objects: An Introduction 29 Using the Simple Query Wizard to Create a Query
  • 30. • Press and hold or right-click the query to open in the Navigation Pane to produce a shortcut menu • Tap or click Design View on the shortcut menu to open the query in Design view • Tap or click the Criteria row in the column for the field for which you want to specify the criteria, and then type the criteria • Tap or click the Run button (QUERY TOOLS DESIGN) tab | Results group) to run the query and display the results in Datasheet view Databases and Database Objects: An Introduction 30 Using a Criterion in a Query
  • 31. Databases and Database Objects: An Introduction 31 Using a Criterion in a Query
  • 32. • Select the table in the Navigation Pane for which you want to create a form • If necessary, tap or click CREATE on the ribbon to display the CREATE tab • Tap or click the Form button (CREATE tab | Forms group) to create a simple form • Tap or click the Form View button on the Access status bar to display the form in Form view Databases and Database Objects: An Introduction 32 Creating a Form
  • 33. • Tap or click the Next record button to move to the next record • Tap or 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 • Tap or click the Close button for the form to close the form Databases and Database Objects: An Introduction 33 Creating a Form
  • 34. Databases and Database Objects: An Introduction 34 Creating a Form
  • 35. • Select the table in the Navigation Pane for which you want to create the report • Tap or click CREATE on the ribbon to display the CREATE tab • Tap or click the Report button (CREATE tab | Reports group) to create the report • Tap or click the Save button on the Quick Access Toolbar to display the Save As dialog box and then type the name of the report • Tap or click the OK button (Save As dialog box) to save the report • Close the report by tapping or clicking its Close button Databases and Database Objects: An Introduction 35 Creating a Report
  • 36. Databases and Database Objects: An Introduction 36 Creating a Report
  • 37. • Press and hold or 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, tap or click the Add Existing Fields button (REPORT LAYOUT TOOLS DESIGN tab | Tools group) to remove the Field list from the screen • Close the Navigation Pane • Tap or click the column heading you wish to modify two times • Type the new column heading Databases and Database Objects: An Introduction 37 Modifying Column Headings and Resizing Columns
  • 38. • 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 Databases and Database Objects: An Introduction 38 Modifying Column Headings and Resizing Columns
  • 39. • Tap or click the field you want to total • Click DESIGN on the ribbon to display the DESIGN tab • Tap or click the Totals button (REPORT LAYOUT TOOLS DESIGN tab | Grouping & Totals group) to display the list of available calculations • Tap or click Sum to calculate the sum of the amount of paid values • Tap or click the Save button on the Quick Access Toolbar to save your changes to the report layout • Close the report Databases and Database Objects: An Introduction 39 Adding Totals to a Report
  • 40. Databases and Database Objects: An Introduction 40 Adding Totals to a Report
  • 41. • Tap or click FILE on the ribbon to open the Backstage view • If necessary, tap or click the Info tab in the Backstage view to display the Info gallery • Tap or click the ‘View and edit database properties’ link in the right pane of the Info gallery • Enter the desired database properties • Tap or click the OK button to save your changes Databases and Database Objects: An Introduction 41 Changing Database Properties
  • 42. • Open the database to be backed up • Tap or 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 tap or click the Save As button • Selected 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 • Tap or click the Save button to back up the database Databases and Database Objects: An Introduction 42 Backing Up a Database
  • 43. • Open the database to be compacted • Tap or click FILE on the ribbon to open the Backstage view, and then, if necessary, select the Info tab • Tap or click the ‘Compact & Repair Database’ button in the Info gallery to compact and repair the database Databases and Database Objects: An Introduction 43 Compacting and Repairing a Database
  • 44. • 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 Databases and Database Objects: An Introduction 44 Additional Operations
  • 45. • 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 Chapter Summary Databases and Database Objects: An Introduction 45
  • 46. • 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 Databases and Database Objects: An Introduction 46 Chapter Summary