SlideShare a Scribd company logo
1 of 118
By Denise Etheridge 
You can use this free online tutorial to learn Microsoft Access 2007.Click here to start the 
tutorial. 
Lesson 1: Getting Familiar with Microsoft Access 2007 for Windows 
Microsoft Access is a database software package. A database is an organized collection of 
records. Telephone and address books are examples of paper databases. With Access, you can 
create a computerized database. For example, you can use Access to organize the students who 
attend a school, the courses they take, and the instructors who teach them. After you create an 
Access database, you can search it, manipulate it, and extract information from it. This lesson 
introduces you to Access windows and teaches you how to create a database. 
 Getting Started 
 Understanding Security 
 The Navigation Pane 
 The Microsoft Office Button 
 The Quick Access Toolbar 
 The Title Bar 
 The Ribbon 
 Access Objects 
 Change Views 
 Close a Database and Exit Access 
 Create a Database 
 Create a Blank Database 
Lesson 2: Creating Microsoft Access Tables 
Tables are the foundation of an Access database. Access stores data in tables. This lesson teaches 
you how to create a table, add fields to a table, assign data types to fields, and set field 
properties. 
 Understanding Tables 
 Name and Save a Table 
 Understanding Data Types 
 Explicitly Assign Data Types and Formats 
 Understanding Design View 
 Create a Lookup Column 
Lesson 3: Working with Microsoft Access Tables 
After you create an Access table, you can modify it, enter data into it manually or import data 
from somewhere else, such as Excel. This lesson teaches you how to modify a table and enter 
data.
 Enter Records 
 Import a Table into Access from Excel 
 Modify a Table 
 Move around a Table 
 Select Columns and Rows 
 Delete a Record 
 Resize a Column or Row 
Lesson 4: Sorting, Filtering, and Creating Relationships 
You can sort Access data so you can view records in the order you want to view them, and you 
can filter data so you only see the records you want to see. This lesson teaches you how to sort 
and filter an Access table. 
Access data is stored in multiple tables. Relationships join tables together so you can work with 
the data from multiple tables. This lesson also teaches you how to create relationships. 
 Sort a Table 
 Filter a Table 
 Apply a Specialized Filter 
 Hide Columns 
 Freeze Columns 
 Format a Table 
 Compute Totals 
 Find and Replace 
 Create Relationships 
Lesson 5: Creating Microsoft Access Queries 
You can use a query to view a subset of your data or to answer questions about your data. For 
example, if you want to view a list of student names and email addresses, but you do not want to 
see addresses and other data, you can create a query that displays the student’s first name, last 
name, and email address only. Alternatively, if you want to know which students live in DE, you 
can restrict your list to those students. This lesson teaches you how to create a query. 
 Open Tables or Queries in Query Design View 
 Display All Records and All Fields 
 Change from Datasheet View to Query Design View 
 Retrieve a Single Column 
 Retrieve Multiple Columns 
 Sort a Query 
 Sort Multiple Columns in a Query 
 Retrieve Specific Records 
 Apply Multiple Criteria 
 Create a Query That Uses Two or More Tables 
 Save a Query
 Modify a Query 
 Use a Query to Make a Table 
 Create a Parameter Query 
Lesson 6: Creating Forms 
Access forms are much like paper forms: you can use them to enter, edit, or display data. They 
are based on tables. When using a form, you can choose the format, the arrangement, and which 
fields you want to display. This lesson teaches you how to create forms. 
 Using the Form Button 
 Create a Split Form 
 Create a Multiple Items Form 
 Modify a Form 
Lesson 7: Creating Reports 
Reports organize and summarize data for viewing online or for printing. A detail report displays 
all of the selected records. You can include summary data such as totals, counts, and percentages 
in a detail report. A summary report does not list the selected records but instead summarizes the 
data and presents totals, counts, percentages, or other summary data only. Access has several 
report generation tools that you can use to create both detail and summary reports quickly. This 
lesson teaches you how to create reports. 
 Use the Report Button 
 Use the Report Wizard 
 Modify a Report 
 Create Mailing Labels 
 Print a Report 
Lesson 1: Getting Familiar with Microsoft Access 2007 for 
Windows 
Microsoft Access is a database software package. A database is an organized collection of 
records. Telephone and address books are examples of paper databases. With Access, you can 
create a computerized database. For example, you can use Access to organize the students who 
attend a school, the courses they take, and the instructors who teach them. After you create an 
Access database, you can search it, manipulate it, and extract information from it. This lesson 
introduces you to Access windows and teaches you how to create a database. 
Getting Started 
You use windows to interact with Access. To begin, start Access 2007. You screen will look 
similar to the one shown here.
Northwind is a sample database you can download from the Microsoft website. I will use the 
Northwind database to introduce you to Access windows. If the Northwind database is already 
on your system, open it, otherwise download it and then open it. 
To open Northwind: 
1. Click the Microsoft Office button. A menu appears. 
2. Click Open. The Open dialog box appears. 
3. Locate the Northwind database. 
4. Click the Open button. Access opens the Northwind database. 
To download Northwind, connect to the Internet and then follow these steps:
1. Click Sample. The Northwind 2007 icon appears in the center of the window. 
2. Click the Northwind icon. 
3. Click the Browse button. The File New Database window appears. 
4. Locate the folder in which you want to save the Northwind database. 
5. Click OK. The File New Database window closes. 
6. Click Create. Access creates the Northwind database and opens it. 
Understanding Security 
It is possible for an Access database to contain malicious code, such as a computer virus. Access 
has security settings that disable code and display a security warning when you open a database. 
If you know a database is trustworthy, you can perform the following steps to enable it. You may 
need to enable the Northwind database. 
To enable a database:
1. Click the Options button. The Microsoft Office Security Options dialog box appears. 
2. Click Enable This Content. 
3. Click OK. Access enables the content. If you are enabling the Northwind database, the 
Login dialog box appears. 
4. Click Login. Access opens the Northwind database. 
If you know a database is safe, you can store it in a trusted location. Databases stored in trusted 
locations do not require you to enable security. 
To create a trusted location: 
1. Click the Microsoft Office button. A menu appears. 
2. Click Access Options in the bottom-right corner. The Access Options pane appears. 
3. Click Trust Center. 
4. Click Trust Center Settings.
5. Click Trusted Locations. 
6. Click Add New Locations. The Microsoft Office Trusted Location dialog box appears. 
7. Enter the path to the location you want to trust, or click Browse to locate the folder. 
8. If you want to trust subfolders, select The Subfolders Of This Location Are Also Trusted. 
9. Click OK. The location is now a trusted location. 
10. Click OK again. 
11. Click OK. You have created a trusted location. 
The Navigation Pane 
The Access window used in this example has been set up to make it easier to explain. This 
section shows you how to set up your window so that it matches the example. If you are not 
already logged in to Northwind, click the Login button. 
An Access database consists of the following objects: tables, queries, forms, reports, macros, and 
modules. The Navigation pane displays the objects in a database. 
To manipulate the Navigation pane: 
 Click the double right-arrows to open it. The arrows change to double left-arrows 
. 
 Click the double left-arrows to close it. The arrows change to double right-arrows 
.
In this example, the objects are organized by type, which is not the default setting. You may 
want to organize the objects in your database by type also. You can use the down-arrow on the 
top of the Navigation pane to change the manner in which objects are organized. 
To organize objects by type: 
1. Click the All Access Objects button on the Navigation pane. A menu appears. 
2. Click Object Type. Access displays the objects in the database by type. 
The Access window with the Northwind database open is shown here. 
Note: Your window probably does not look exactly like the one shown. In Access 
2007, the window display depends on the size of the window, the size of your monitor, and the 
resolution to which your monitor is set. Resolution determines how much information your 
computer monitor can display. If you use a low resolution, you can fit less information on your 
screen, but the size of your text and images are larger. If you use a high resolution, you can fit 
more information on your screen, but the size of the text and images are smaller. Also, you can 
use settings in Access 2007, Windows Vista, and Windows XP to change the color and style of 
your windows. 
The Microsoft Office Button
In the upper-left corner of the Access window is the Microsoft Office button. When you click the 
button, a menu appears. You can use the menu to create a new file, open an existing file, save a 
file, and perform many other tasks. 
The Quick Access Toolbar 
Next to the Microsoft Office button is the Quick Access toolbar. The Quick Access toolbar 
provides you with access to commands you frequently use. By default, Save, Undo, and Redo 
appear on the Quick Access toolbar. You use Save to save an object, Undo to roll back an action 
you have taken, and Redo to reapply an action you have rolled back. 
The Title Bar 
The Title bar is located at the top in the center of the Access window. The Title bar displays the 
name of the database on which you are currently working. 
The Ribbon 
You use commands to tell Access what to do. In Access 2007, you use the Ribbon to issue 
commands. The Ribbon is located near the top of the Access window, below the Quick Access 
toolbar. At the top of the Ribbon are several tabs; clicking a tab displays related command 
groups. Within each group are related command buttons. You click buttons to issue commands 
or to access menus and dialog boxes. You may also find a dialog box launcher in the bottom-right 
corner of a group. When you click the dialog box launcher , a dialog box makes 
additional commands available. 
Access Objects
To view or hide the objects on the Navigation pane: 
 You click the double down-arrows to view objects. The double down-arrows change 
to double up-arrows . 
 You click the double up-arrows to hide objects. The double up-arrows change to 
double down-arrows . 
As stated earlier, the Navigation pane stores the objects in your database: tables, queries, forms, 
reports, macros, and modules. Objects always display with an icon to the right. The icon tells you 
the object type: table, query, form, report, macro, and module. 
Objects 
Tables In Access, data is stored in tables. A table is a set of columns and 
rows, with each column referred to as a field. Each value in a field 
represents a single type of data. Each row of a table is referred to 
as a record. 
Queries You use queries to retrieve specific data from your database and to 
answer questions about your data. For example, you can use a 
query to find the names of the employees in your database who 
live in a particular state. 
Forms Forms give you the ability to choose the format and arrangement 
of fields. You can use a form to enter, edit, and display data. 
Reports Reports organize or summarize your data so you can print it or 
view it onscreen. You often use reports when you want to analyze 
your data or present your data to others. 
Macros Macros give you the ability to automate tasks. You can use a 
macro to add functionality to a form, report, or control. 
Modules Like macros, modules give you the ability to automate tasks and 
add functionality to a form, report, or control. Macros are created 
by choosing from a list of macro actions, whereas modules are 
written in Visual Basic for Applications.
You double-click an object to open the object. You right-click an object to view a menu of 
options. You can use the menu to do such things as open objects, rename objects, and delete 
objects. 
Objects that are open appear on tabs. Right-click a tab to view a menu of options you can 
perform, such as save the object, close the object, or change the view. 
Change Views 
A view is a way of looking at an object. For example, in Access, data is stored in tables. Two of 
the possible ways you can view a table are Datasheet view and Design view. You can see the 
data contained in a table in Datasheet view. You can see the design of a table in Design view. 
When you open an object, buttons appear in the lower-right corner of the Access window. You 
can use the View button on the Home tab to change views, or you can click the proper button in 
the lower-right corner of the window. 
Close a Database and Exit Access 
This completes the introduction to Access using the Northwind database. The following 
describes how you close a database and exit Access. 
To close a database:
1. Click the Microsoft Office button. A menu appears. 
2. Click Close Database. Access closes the database. 
To exit Access: 
1. Click the Microsoft Office button. A menu appears. 
2. Click Exit Access. You exit Access. 
Create a Database 
When you start Access, the Getting Started With Microsoft Office Access screen appears. You 
can use this screen to create a database. Within a database, you can do such things as enter data, 
create reports, and retrieve data. You can create a blank database or you can use one of the 
templates provided by Microsoft. When you use a template, Access creates forms you can use to 
enter data, reports you can use to retrieve data, and more. You can modify the forms, reports, and 
other objects to suit your needs. This tutorial will teach you how. 
The following templates are included with Access: Assets, Contacts, Events, Faculty, Issues, 
Marketing Projects, Projects, Sales Pipeline, Students, and Tasks. Other templates are available 
online. Each template creates a database related to the title. For example, the Faculty template 
creates a faculty database that includes tables, queries, forms, and reports related to faculty. In 
Access, you use tables to store data, queries to retrieve data, forms to enter data, and reports to 
display data. 
To use a template to create a database:
1. Start Access. The Getting Started With Microsoft Office Access screen appears. 
2. Click Local Templates. Icons representing local templates appear in the center of the 
window. 
3. Click the icon for the template you want to use. 
4. Click the Browse button. The File New Database window appears. 
5. Locate the folder in which you want to store your database. 
6. Click OK. 
7. Click Create. Access creates and opens your database. 
8. Open the Navigation pane. Access displays the tables, queries, forms, reports and other 
objects related to the database you selected. You may wish to display the objects by type. 
How do I create a database based on the templates that are found online? 
Online templates fall into the following categories: Business, Education, Personal, and Non-profit. 
To create a database based on one of these templates: 
1. Start Access. The Getting Started With Microsoft Office Access screen appears. 
2. Make sure you are connected to the Internet. 
3. Click the category for the template you want to create. Icons representing Internet 
templates appear in the center of the window. 
4. Click the icon for the template you want to use to create your database.
5. Click the Browse button . 
6. Locate the folder in which you want to store your database. 
7. Click Download. Access prompts you. 
8. Click Continue. Access downloads and opens your database. 
9. Open the Navigation pane. Access displays the tables, queries, forms, reports, and other 
objects related to your database. 
How do I open an existing database? 
1. Click the Office button. A menu appears. 
2. Click Open. 
3. Locate the folder in which you stored your database. 
4. Click the database name. 
5. Click Open. Access opens the database. 
Tip: You can also open an existing database by pressing Ctrl-O and then following 
steps 3 through 5. 
Create a Blank Database 
A blank database is a database with nothing in it. You must create all the tables, forms, reports, 
queries, and so on. If you cannot find a template that suits your needs, create a blank database. 
After you create the database, Access opens to a datasheet and makes available the tools you 
need to create objects. Creating tables is the first step in building a database. You will learn more 
about creating tables in the next lesson. 
To create a blank database:
1. Start Access. 
2. Click Blank Database. 
3. Type the name you want to give your database in the File Name field. Access will 
automatically append .accdb to the name. 
4. Click the Browse button. The File New Database window appears. 
5. Locate the folder in which you want to store your database. Note that the name of the file 
appears in the File Name field. 
6. Click OK. 
7. Click the Create button. Access creates the database and opens a datasheet with the Table 
Tools available to you. 
Note the Table Tools in the upper-right portion of the Ribbon. 
What is a Datasheet? 
In Access, data is stored in tables. A datasheet displays the information stored in a table in 
columns and rows. The columns are called fields and the rows are called records. You can use a 
datasheet to create a table, enter data, retrieve data, and perform other tasks. 
Lesson 2: Creating Microsoft Access Tables 
Tables are the foundation of an Access database. Access stores data in tables. This lesson teaches 
you how to create a table, add fields to a table, assign data types to fields, and set field 
properties.
Understanding Tables 
A table is a set of columns and rows. Each column is called a field. Within a table, each field 
must be given a name and no two fields can have the same name. Each value in a field represents 
a single category of data. For example, a table might have three fields: Last Name, First Name, 
and Phone Number. The table consists of three columns: one for last name, one for first name, 
and one for phone number. In every row of the table, the Last Name field contains the last name, 
the First Name field contains the first name, and the Phone Number field contains the phone 
number. Each row in a table is called a record. 
All of the data in a table should refer to the same subject. For example, all of the data in the 
Employees table should refer to employees, all of the data in the Students table should refer to 
students, and all of the data in the Courses table should refer to courses. 
You can view an Access database as a collection of related tables. For example, in a database 
that contains tables for Employees, Students, and Courses, the Employees table lists the 
employees, the Students table lists students, and the Courses table lists the courses students can 
take. 
After Access creates a blank database, it opens in Datasheet view and makes available the tools 
you need to create a table. Datasheet view displays a table as a set of columns and rows. When 
you view a blank database for the first time in Datasheet view, you see a column named ID. This 
column is by default the primary key field. 
A primary key is a field or combination of fields that uniquely identify each record in a table. No 
two records in a table should have the same values in every field. For example, the following 
should not occur in a table. 
Last Name First Name City 
Smith John Jonestown 
Smith John Jonestown
In the real world, it is possible to have two people from the same city with the same first and last 
name. In cases like this, you can use the ID field as the primary key field and use it to make each 
record unique. The ID field has a data type of AutoNumber; as a result, Access automatically 
creates a unique number for each record in the database. The resulting table will look like the one 
shown here. 
ID Last Name First Name City 
1 Smith John Jonestown 
2 Smith John Jonestown 
Access provides several methods for creating a table. One method is to use the Rename option 
with the Add New Field column label to give each column the field name you want it to have 
and then to type or paste your data into the table. Field names can include letters, numbers, and 
spaces and can be up to 64 characters long. When choosing a field name, try to keep it short. 
When you save your table for the first time, Access gives you the opportunity to name your 
table. Each table name must be unique; hence, two tables in the same database cannot have the 
same name. The table name should describe the data in the table; can consist of letters, numbers, 
and spaces; and can be up to 64 characters long. When choosing a table name, try to keep it 
short. 
You can save a table by clicking the Save button on the Quick Access toolbar or by right-clicking 
the Tables tab and then choosing Save from the menu that appears. 
To add fields to a table: 
1. Click the Add New Field column label. 
2. Activate the Datasheet tab. 
3. Click Rename in the Fields & Columns group. 
4. Type the field name. 
5. Press Enter. Access creates the field. 
6. Type the next field name. Access creates the field. Continue until you have created all of 
the fields in your table. 
7. Press Enter without entering a field name to end your entries.
Or 
1. Right-click the Add New Field column label. A menu appears. 
2. Click Rename Column. 
3. Type the field name. 
4. Press Enter. Access creates the field. 
5. Type the next field name. Access creates the field. Continue until you have created all of 
the fields in your table. 
Name and Save a Table 
After you create a table, you must name and save it. 
To name and save a table: 
1. Click the Save button on the Quick Access toolbar. The Save As dialog box appears. 
2. Type the name you want to give your table. 
3. Click OK. Access names your table. 
Tip: You can use the Rename option at any time to rename any column. For example, 
you can rename the ID column Employee ID. 
Understanding Data Types 
In Access, you use data types to specify the type of data each field can capture. A field with a 
data type of text can store alphabetic characters and numbers. Generally speaking, you cannot 
perform mathematical calculations by using a text field. For example, you can use a text field to 
store a street address. Unless you do some manipulation, you cannot use the numbers in the street 
address in mathematical calculations. You will not be able to sum or average the numbers in an 
address field, which is fine, because you probably do not want to. Alternatively, you can assign a 
Test Score field a data type of Number. You can enter numbers into the field and then average,
sum, or perform other calculations with the numbers. However, you cannot enter an alphabetic 
character in a number field. 
Data Types 
Data Type Use Notes 
Text Alphanumeric data. Use for 
text and for numbers that are 
not used in mathematical 
calculations. Use for names, 
addresses, and other relatively 
short pieces of text. Can store 
up to 255 characters. 
. 
Memo Long text. Use for long pieces 
of text, such as notes and long 
descriptions. Can store up to 
64,000 characters. 
Number Numeric data. Use for 
numbers you want to use in 
mathematical calculations. 
If you are working 
with currency, use 
the currency type. 
Date/Time Use for dates and times. 
Currency Use for currency. Prevents rounding 
during calculation. 
AutoNumber Unique sequential numbers or 
random numbers 
automatically inserted when 
you create a record. Use to 
create a primary key. 
Yes/No Logical data. Use when only 
one of two values is valid. 
Yes/No, True/False, etc. 
Hyperlink Use to store hyperlinks. 
Attachment Use to store attachments. 
OLE Object Use to attach an OLE object 
such as a Word document, 
Excel spreadsheet, or 
PowerPoint presentation. 
After you create the fields for a table, you can enter data by typing in each field. As you type, 
Access assigns a data type to each field based on your entry.
Assigned Data Types 
Sample Entry Data Type Assigned 
Smith Text 
http://www.website.com Hyperlink 
10000 Number, Long Integer 
10,000 Number, Long Integer 
10,000.99 Number, Double 
10000.999 Number, Double 
01/01/2009 
Date/Time 
The date and time formats 
recognized are those of your user 
locale. 
January 1, 2009 Date/Time 
12:10:33 Date/Time 
12:30 am Date/Time 
16:50 Date/Time 
100.50 Number, Double 
25.00% Number, Double 
1.23E+02 Number, Double 
Explicitly Assign Data Types and Formats 
You may want to change the data type Access assigned to a field, or you may want to explicitly 
assign a data type to each field. You can do so by choosing the Datasheet tab and then selecting 
the proper option in the Data Type field in the Data Type & Formatting group. 
Some data types allow you to select the formatting you want. By formatting, you determine how 
data in a field displays. For example, if you choose a data type of number and a format of Euro, 
any number you enter will appear with a Euro sign in front. 
Windows regional settings enable you to display information such as dates, times, and currency 
that match the standards or language used in the country in which you live. For example, if you 
live in the United States, the currency setting uses a dollar sign. 
Regional Settings for English (United States) 
Number 123,456,789.00 
Currency $123,456,789.00
Time 3:39:44 PM 
Short Date 7/28/2008 
Long Date Monday, July 28, 2008 
Use the Windows Control panel’s Regional and Language options to view or change regional 
settings. 
Data Types 
Data Type Format How Numbers Display 
Number General 
Number 
As typed. 
Currency Uses thousands separator. Follows 
regional settings. 
Euro Uses currency format with Euro 
symbol. 
Fixed Displays at least one digit. Follows 
regional settings. 
Standard Uses thousands separator. Follows 
regional setting. 
Percent Converts entry to percent. 
Scientific Uses scientific notation. 
Currency General 
Number 
As typed. 
Currency Uses thousands separator. Follows 
regional settings. 
Euro Uses currency format with Euro 
symbol. 
Fixed Displays at least one digit. Follows 
regional settings. 
Standard Uses thousands separator. Follows 
regional setting. 
Percent Converts entry to percent. 
Scientific Uses scientific notation. 
Date/Time General Date Date values display as numbers and 
time values as hours, minutes, and 
seconds followed by AM or PM. 
Follows regional settings.
Long Date Uses the Long Date format specified in 
your Windows regional settings. 
Medium Date Uses dd/mmm/yy, using the date 
separator specified in your Windows 
regional settings. 
Short Date Uses the Short Date format specified in 
your Windows regional settings. 
Long Time Uses hours, minutes, and seconds 
followed by AM or PM. Uses the 
separator specified in the Time setting 
in your Windows regional settings. 
Medium Time Displays hours and minutes followed 
by AM or PM. Uses the separator 
specified in the Time setting in your 
Windows regional settings. 
Short Time Uses hours and minutes. Uses the 
separator specified in the Time setting 
in your Windows regional settings. 
Yes/No Yes/No 
True/False 
On/Off 
To explicitly assign a data type or format to a field: 
1. Click the field label for the field to which you want to assign a data type. 
2. Activate the Datasheet tab. 
3. Click the down-arrow next to the Data Type field and then choose a data type. 
4. Click the down-arrow next to the Format field and then choose a format. Access assigns a 
data type and format to the field you selected.
Tip: If you want every record in a field to be unique, check the Unique box on the 
Datasheet tab in the Data Type & Formatting group. If you do not want the user to leave a field 
blank, check the Is Required box. 
Tip: In the Data Type & Formatting group, there are several formatting options you can 
apply to numbers. If you want to use the Currency format, click the Currency button ; if you 
want to use the Percent format, click the Percent button ; if you want to use a Comma 
number format, click the Comma button ; or if you want to increase or decrease the number 
of decimal place, click the Increase Decimal or Decrease Decimal button . 
Tip: You can create a new table at any time by activating the Create tab and then 
clicking Table. 
Understanding Design View 
Access provides several ways to view the objects in your database. You can use Design view to 
create or modify an Access table. You can use the View button on the Home tab or the Table 
Design button on the Create tab to change to Design view. Using Design view is the preferred 
method for creating a table because it provides you with the most options and enables you to 
precisely define your table. In addition to selecting a data type, you can set all of the following 
options in Design view. 
Design View Options 
Field Property Data Type Comments 
Field Size Text Enables you to restrict the number 
of characters stored in a text field to 
0 to 255 characters. The default is 
255. 
Number Enables you to select the type of 
number stored in a field. 
Number Types Values Stored 
Byte 0 to 255. (No fractions) 
Decimal –9.999... x 1027 through +9.999... x 
1027 
Integer –32,768 to +32,767 (No fractions)
Long Integer –2,147,483,648 to +2,147,483,647 
Single –3.4 x 1038 to +3.4 x 1038 numeric 
floating point values. Up to seven 
significant digits. 
Double –1.797 x 10308 to +1.797 x 10308 
1038 numeric floating point values. 
Up to fifteen significant digits. 
Replication ID Globally Unique Identifier (GUID). 
Used by Access to establish a 
unique identifier for replication. 
Format Number Determines how numbers display. 
When you use the currency, fixed, 
standard, and percent formats. 
Access follows the settings 
specified in Regional Settings in the 
Windows Control Panel for 
negative amounts, decimal and 
currency symbols, and decimal 
places. 
Currency Number General Number Displays as typed. 
Currency Uses thousands separator. Follows 
regional setting. 
Euro Uses currency format with Euro 
symbol. 
Fixed Displays one digit. Follows regional 
settings. 
Standard Uses thousands separator. Follows 
regional settings. 
Percent Converts entry to percent. 
Scientific Uses scientific notation. 
Date/Time General Date Displays date and time. 
Example: 01/02/99, 06:28:21 PM 
Long Date Displays Day of Week and Date: 
Example: Saturday, January 02, 
1999 
Medium Date Example: 02-Jan-99 
Short Date Example: 01/02/99 
Long Time Example: 6:28:21 PM 
Medium Time Example: 6:28 PM
Short Time Example: 18:28 
Text and Memo @ Text character required. 
& Text character not required. 
< Changes all characters to lowercase. 
> Changes all characters to uppercase. 
Yes/No Yes/No If the Lookup Display Control is a 
text box, displays Yes/No. 
True/False If the Lookup Display Control is a 
text box, displays True/False. 
On/Off If the Lookup Display Control is a 
text box, displays On/Off. 
Decimal Places Determines number of 
decimal places Access 
displays. 
Auto. Number of decimals 
displayed depends on the format 
setting. 
0–15. Used with format property. 
Determines the number of digits 
that display to the right of the 
decimal point. 
Input Mask Special characters used to 
control the values the user 
can input. 
Caption Field name displayed on 
forms. 
Default Value Sets the value that appears 
in the field by default 
when a record is created. 
Validation Rule Sets the requirements for 
user input. 
Validation Text Text for error messages 
that are sent when 
validation rules are broken. 
Required Specifies whether the field 
is required or not. 
Yes: Required 
No: Not Required 
Allow Zero Length Determines whether a 
zero-length field is a valid 
entry. 
Yes: Is valid 
No: Not valid 
Index Specifies whether an index 
should be created in a 
field. Indexes speed up 
Yes: Create index. 
No: Do not create index.
queries. 
To use Design view to create a new table: 
1. Activate the Create tab. 
2. Click Table Design in the Tables group. Access changes to Design view and the Table 
Tools become available. 
3. Type the first field name in the Field Name field. 
4. Press the Tab key. 
5. Click the down-arrow that appears when you click in the Data Type field and then select 
a data type. 
6. Click Primary Key if the column you created is a primary key. A small key appears next 
to the field name. 
7. Press the Tab key. 
8. Type a description. The description is optional. 
9. Press the Tab key. Access moves to the Field Name field. 
10. Repeat steps 3 through 10 until you have created all of your fields. 
To set field properties:
1. Click the field for which you want to set the field properties. 
2. Activate the General tab in the Field Properties area. 
3. Set the properties you want to set. 
4. Repeat steps 1 through 3 until you have set all the properties for all fields. 
You can use Design view to create or modify a table. After you finish the task, you must save the 
table by clicking the Save button on the Quick Access toolbar. 
1. Click the Save button on the Quick Access toolbar. Access saves the table unless you are 
saving for the first time. If you are saving for the first time, the Save As dialog box 
appears. 
2. Type the name you want to give your table. 
3. Click OK. Access saves the table. You can now access the table by using the Navigation 
pane.
What are views? 
Views are different ways of looking at the same object. Tables have four views: Datasheet view, 
Pivot Table view, Pivot Chart view, and Design view. You use Datasheet view to create a table, 
edit data, or view data; Pivot Table view to create a pivot table; Pivot Chart view to create a 
pivot chart; and Design view to create a table or modify an existing table. 
To change the view: 
1. Activate the Home tab. 
2. Click the down-arrow under the View button. A menu appears. 
3. Click the view you want. Access changes to the view you chose. 
Tip: You can also use a template to create a table. Access has several templates from 
which you can choose. When using a template, you create the table and then modify it to suit 
your needs. 
1. Activate the Create tab. 
2. Click the Table Templates button in the Tables group. A menu appears. 
3. Click the template you want to use. Access creates a table based on the template. 
Create a Lookup Column 
If a field can contain a finite list of values, you can create a Lookup Column and users can select 
the value they want from a list. For example, if the employees at a school can only work in one 
of the following departments: Administration, Computer Science, English, History, or Math. You 
can create a table Departments table that lists the departments and then use the list in the 
Employee table to assign each employee to a department. 
Departments 
Department ID Department 
Primary Key 
1 Administration 
2 Computer Science 
3 English 
4 History 
5 Math
Access has a wizard to help you create lookup columns. Creating a Lookup column creates a 
relationship between two tables. See the section Create Relationships in Lesson 3 to learn more 
about relationships. 
To use the Lookup Wizard to create a lookup column: 
Open the Lookup Wizard 
1. Open the table to which you want to add a lookup column. 
2. Click the field label for the field before which you want to add a lookup column. 
3. Activate the Datasheet tab. (You must be in Datasheet view.) 
4. Click the Lookup Column button in the Fields & Columns group. The Lookup Wizard 
appears. 
5. Make sure the radio button next to “I want the lookup column to look up the values in a 
table or query.” is selected. 
6. Click Next. The Lookup Wizard moves to the next page. 
Select your table or query 
A lookup column can be based on a table, a query, or a list of values you type. If you base your 
lookup column on a table or query, you must create the table or query before creating the lookup 
column. A query is a list of rows and columns based on one or more tables. A query only 
displays the rows and columns you specify.
1. Click a radio button to select what you want to base your lookup column on. Choose 
from Tables, Queries, or Both. 
2. Click to select the table or query you want. 
3. Click Next. The Lookup Wizard moves to the next page. 
Select fields 
You choose the fields you want to appear in your lookup column. Be sure to include the primary 
key. 
1. Click the field you want. 
2. Click the single right-arrow button . Access places the field in the Selected Fields 
column. Repeat this process to select additional fields. If you want all the fields in the 
table, click the double right-arrow button . Note: Use the single left-arrow and the 
double left-arrows to deselect fields. 
3. Click Next. The Lookup Wizard moves to the next page.
Sort fields 
The Lookup Wizard allows you to sort the records in a lookup column. You can display records 
in order, either ascending (alphabetical from A to Z, lowest number to highest number, earliest 
date to latest date) or descending (alphabetical from Z to A, highest number to lowest number, 
latest date to earliest date). You can also sort within a sort. For example, you can sort by state 
and then within each state by city, and then within each city by street address. If you are creating 
a sort within a sort, create the highest level sort on line one, the next level sort on line two, and 
so on. In the state, city, and street address example, you create the state on line one, the city on 
line two, and the street address on line three. 
1. Click the down-arrow and then select the field you want to sort by. 
2. Click to select a sort direction (the button toggles between ascending and descending). 
You can sort within a sort for up to four levels. 
3. Click Next. The Lookup Wizard moves to the next page. 
Adjust column widths 
A key column is the column that connects one table or query to another table or query. For 
example, you can use the Department ID field in the Employees table and the Department ID 
field in the Departments table to connect the two tables. You may, however, want to display the 
name of the department when you view the table but not the department ID; if so, leave the Hide 
Key Column box checked.
1. Deselect Hide Key Column, if you wish. 
2. Adjust the column widths by dragging or double-clicking the right vertical border for the 
column. 
3. Click Next. The Lookup Wizard moves to the next page. 
Specify the Key Field (if you deselected Hide Key Column) 
A key field is a field that uniquely identifies a record. If you deselected Hide Key column, you 
must tell Access which field is the key field. 
1. Click the key field. 
2. Click Next. The Lookup Wizard moves to the next page. 
Name the column
Field names appear at the top of each column. On this page of the Wizard you tell Access what 
you want to name your lookup column. In Access 2007, multiple values can appear in a field; 
click the Allow Multiple Values checkbox if you want to allow multiple values. 
1. Type the name you want to give the column. 
2. Click if you want to allow multiple values in the field. 
3. Click Finish. Access creates the lookup column. 
How do I create a lookup column by typing a list? 
1. Activate the Datasheet tab. (These instructions assume you are in the Datasheet view.) 
2. Click the Lookup Column button in the Fields & Columns group. The Lookup Wizard 
appears. 
3. Click the radio button next to “I will type the values I want.” 
4. Click Next. The Lookup Wizard moves to the next page. 
5. Type the number of Columns you want in the Number Of Columns field. 
6. Type the values you want under the column heading. 
7. Click Next. The Lookup Wizard moves to the next page. 
8. Type the column label you want. 
9. Click Finish. Access creates a lookup column based on your list. 
Lesson 3: Working with Microsoft Access Tables 
After you create an Access table, you can modify it, enter data into it manually or import data 
from somewhere else, such as Excel. This lesson teaches you how to modify a table and enter 
data. 
Enter Records
After you have created a table, you can enter data into it. 
To enter data into an AutoNumber field: 
 Press the Tab key. When you make an entry into another field in the record, Access will 
automatically make an entry into the AutoNumber field. 
To enter data into fields that have a lookup list: 
1. Click the down-arrow that appears when you click in the field. 
2. Click to select the entry you want. 
3. Press the Tab key. 
To enter data into a Yes/No field: 
 Click the checkbox for Yes; leave the checkbox unchecked for No. 
To add an attachment to an attachment field:
1. Double-click in the attachment field. The Attachments dialog box appears. 
2. Click Add. The Choose File dialog box appears. 
3. Click the file you want to add. 
4. Click Open. The Choose File dialog box closes. 
5. Click OK. Access attaches the file. 
Note: You can attach multiple files to a single attachment field. 
To enter data into a date field:
 Type the date. 
Or 
 Select the date from the calendar that appears to the left of the field when you click in the field. 
You click the calendar to open it. Use the left-arrow at the top of the calendar to move to the 
previous month; use the right-arrow at the top of the calendar to move to the next month. 
When you reach the proper month, click the proper date. 
To add data to an OLE Object field: 
An OLE object is an object such as a Word document or an Excel Spreadsheet. 
1. Right-click in the field. A menu appears. 
2. Click Insert Object. The Microsoft Office Access dialog box appears. 
Create New:
3. Click the Create New radio button if you want to create a new object. 
a. Click the object type you want to create. 
b. Click OK. Access opens the program for the object type you selected. You can create the 
object. 
c. Create the object and then close the program for the object type you selected. Access 
links to the object. 
Create From File: 
3. Click the Create From File radio button if you want to use an existing file. 
a. Type the path to the file or click the Browse button and locate the file. 
b. Click OK. Access links to the object. 
To add data to other field types: 
For all other fields, type your entry and then press the Tab key. 
Import a Table into Access from Excel
Excel organizes data into columns and rows. If you have data in Excel that you want to use in 
Access, you can import those columns and rows into Access by using the Excel Spreadsheet 
Wizard. 
To import data from Excel: 
Open the Excel Spreadsheet Wizard 
1. Activate the External Data tab. 
2. Click the Excel button in the Import group. The Get External Data – Excel Spreadsheet Wizard 
appears. 
3. Click the Browse button. The File Open window appears. 
4. Locate the spreadsheet you want to import. 
5. Click the Open button. The path to the file you selected appears in the File Name field. 
6. Click OK. Access moves to the next page. 
Choose the sheet or named range you want to import 
When importing from Excel, you can import an entire worksheet or a named range. To import a 
worksheet, click the Show Worksheets radio button and then click the worksheet you want. To 
import a named range, click the Show Named Ranges radio button and then click the named 
range you want.
1. Click Show Worksheets to import a worksheet, or click Show Named Ranges to import a named 
range. 
2. Click the worksheet or named range you want to import. 
3. Click Next. Access moves to the next page. 
Make the first row your field names 
When you create a worksheet in Excel, the first row can contain column headings. If this is the 
case, click First Row Contains Column Headings, otherwise click Next.
1. Click First Row Contains Column Headings if the first row of your Excel spreadsheet contains 
column headings. 
2. Click Next. Access moves to the next page. 
Set data types 
Access attempts to assign the correct data type to each column. You can view the assignment 
made by Access and then make changes. An Index speeds up Access’s ability to search a 
column. You can use the Indexed field to assign an index. The Yes (Duplicates OK) option 
creates an index in which duplicate values in the field are allowed; the Yes (No Duplicates) 
option creates an index in which duplicate values in the field are not allowed. The primary key 
should be indexed and you should use the Yes (No Duplicates) option. You can also skip fields 
you do not want to import. 
1. Click a column heading to select a column.
a. Type the Access table’s column heading in the Field Name field. 
b. Choose a Data type. 
c. Indicate if the field should be indexed and, if so, select the type of index. 
d. Check the Do Not Import Field box for any column you do not want to import. 
2. Click Next. Access moves to the next page. 
Choose a primary key 
You can let Access assign the primary key, choose the primary key yourself, or have no primary 
key by selecting the correct option on this page. 
1. Click to choose the proper radio button. If you want Access to add the primary key, click Let 
Access Add Primary key. If you want to add the primary key, click Choose My Own Primary Key 
and then click the down-arrow and select the field you want to use as the key field. If you do not 
want to add a primary key, click No Primary Key. 
2. Click Next. Access moves to the next page.
Name your table 
1. Type the name you want to give your table. 
2. Click Finish. Access moves to the next page. 
3. Click Close. Access imports the table. 
Modify a Table 
After you create a table, you may need to modify it. You can delete columns, insert columns, or 
move columns. 
Delete Columns 
The Delete option permanently deletes columns and all the data contained in them. You cannot 
undo a column delete. 
To delete columns:
1. Click and drag to select the columns you want to delete. 
2. Activate the Datasheet tab. 
3. Click Delete in the Fields & Columns group. A prompt appears. 
4. Click Yes. Access deletes the columns you selected. 
Insert Columns 
The Insert option inserts a column before the selected column. 
To insert a column: 
1. Click the column head of the column before which you want to insert a column.
2. Activate the Datasheet tab. 
3. Click Insert in the Fields & Columns group. Access inserts a new column. 
Tip: If you right-click a column label, you can use the menu that appears to insert or 
delete columns. 
To delete a column: 
1. Right-click the column head you want to delete. A menu appears. 
2. Click Delete Column. 
To insert a column: 
1. Right-click the column head before which you want to insert a column. A menu appears. 
2. Click Insert Column. 
Move a Column 
You can use the Move option to move a column from one location to another. 
To move a column: 
1. Move your mouse pointer over the horizontal line under the column label. Your mouse pointer 
turns into a four sided arrow. 
2. Press your left mouse button 
3. Click and drag the field to the new location. A dark line appears at the new location. 
4. Release you left mouse button. Access moves the column. 
Move around a Table 
Access provides several methods for moving around a table. On the Home tab, there is a Go To 
button. When you click it, a menu of options appears. You can use the menu to go to the first, 
last, previous, or next record in your table. You can click the New option to add a new record. 
You can also use special keys and the navigation bar in Access to move around a table. The 
navigation bar appears at the bottom of the table. 
To use the Go To button to move around a table:
1. Activate the Home tab. 
2. Click the Go To button in the Find group. A menu appears. 
3. Click First to go to the first record, Previous to go to the previous record, Next to go to the next 
record, Last to go to the last record, or New to create a new record. 
Tip: You can also create a new record by choosing the Home tab and then clicking 
New in the Records group. 
To use keys to move around a table: 
Key to Press Action 
Tab Moves to the next field to the right. If you are in the last field in a 
record, moves you to the next record. If you are in the last record 
in a table, creates a new record. 
Left-Arrow Moves to the next field to the left. If you are in the first field in a 
record, moves you to the previous record. 
Shift+Tab Moves to the previous field. If you are in the first field in a record, 
moves you to the previous record. 
Right-Arrow Moves to the next field. If you are in the last field in a record, 
moves you to the next record. If you are in the last record in a
table, creates a new record. 
Up-Arrow Moves you up one record. 
Down-Arrow Moves you down one record. 
Ctrl++ Creates a new record. 
To use the Navigation bar to move around a table: 
1 Go to First Record 
2 Go to Previous Record 
3 The Current Record 
4 Go to Next Record 
5 Go to Last Record 
6 Create a New (Blank) Record 
Select Columns and Rows 
Before you can perform an operation on a column or row, you must select it. To select a column, 
click the column head. To select several columns, click a column head and then drag. To select a 
row, click the blank area to the left of the row. To select several rows, click the blank area to the 
left of a row and then drag. To select the entire table, click the Select All button in the upper-left 
corner of the table.
Delete a Record 
If enter a record by error, you can delete it. 
To delete a record: 
1. Select the record you want to delete. 
2. Activate the Home tab. 
3. Click Delete in the Records group. A prompt appears. 
4. Click the Yes button. 
Or 
 Select the record you want to delete. 
 Right-click. A menu appears. 
 Click Delete Record. A prompt appears. 
 Click the Yes button. 
Resize a Column or Row 
If all of the information in a column or row does not display, you may want to make the column 
or row larger. If you want to fit more information on the screen, you may want to make a column 
or row smaller. In either case, you can click and drag to increase or decrease column width or 
row height. 
To resize a column or row: 
1. Place the cursor over the line that separates two columns or two rows. The cursor turns into a 
double-sided arrow. 
2. Hold down the left mouse button and drag to increase or decrease the width of a column or the 
height of all of the rows. 
Lesson 4: Sorting, Filtering, and Creating Relationships 
You can sort Access data so you can view records in the order you want to view them, and you 
can filter data so you only see the records you want to see. This lesson teaches you how to sort 
and filter an Access table. 
Access data is stored in multiple tables. Relationships join tables together so you can work with 
the data from multiple tables. This lesson also teaches you how to create relationships. 
Sort a Table 
By sorting, you can put a column of information in alphabetical, numerical, or date order. You 
can sort in ascending order (alphabetical from A to Z, lowest number to highest number, earliest 
date to latest date) or descending order (alphabetical from Z to A, highest number to lowest
number, latest date to earliest date). You can also sort within a sort. For example, you can sort by 
state and then sort within each state by city. When sorting within a sort, perform the innermost 
sort first. For example, if you are sorting by state and then city, sort the city first and then sort by 
state. 
To add a sort: 
1. Click the column label for the column you want to sort. 
2. Activate the Home tab. 
3. Click the Ascending or Descending button in the Sort & Filter group. Access 
sorts the column in ascending or descending order. 
To remove a sort: 
1. Activate the Home tab. 
2. Click the Clear All Sorts button in the Sort & Filter group. Access clears all of the 
sorts you have applied. 
Filter a Table 
You can apply a filter to see only the records you want to see. For example, perhaps your 
database contains students from the states of DE, NJ, and PA and you only want to see the 
students from DE. You can filter your data so only DE students display. 
Each time you apply a filter to a column, it replaces any previous filter you applied to that 
column. For example, if you apply a filter so you only see students in DE, and later you apply a 
filter so you only see students in NJ, Access clears the DE filter and then applies the NJ filter. 
You can apply filters to multiple columns in the same table. For example, by applying a filter 
first to the State field and then to the Last Name field, you can see all of the students in the state 
of DE whose last names are Adams. 
To apply a filter:
1. Click the column label for the column you want to filter. 
2. Activate the Home tab. 
3. Click the Filter button. A menu appears. 
4. Uncheck the items you do not want to appear, making sure only the items you want are 
checked. 
5. Click OK. Access filters your data and displays the word Filtered at the bottom of the 
window.
To remove a filter: 
1. Activate the Home tab. 
2. Click Advanced in the Sort & Filter group. A menu appears. 
3. Click Clear All Filters. Access clears all the filters you have applied. 
Tip: After you apply a filter, you can use the Toggle Filter button to toggle the 
application of the filter on and off. 
Apply a Specialized Filter 
In addition to simply searching for a specific value, you can apply several specialized filters. For 
example, you can find all of the records that do not equal the value you specify or you can find 
all of the records that fall between two dates. The following are lists of specialized filters. 
Text Filters 
Equals Finds every record in the table where the 
field’s value equals the value you enter. 
Does Not Equal Finds every record in the table where the 
field’s value does not equal the value you 
enter.
Begins With Finds every record in the table where the 
field’s value begins with the value you 
enter. 
Does Not Begin With Finds every record in the table where the 
field’s value does not begin with the 
value you enter. 
Contains Finds every record in the table where the 
field’s value contains the value you enter. 
Does Not Contain Finds every record in the table where the 
field’s value does not contain the value 
you enter. 
Ends With Finds every record in the table where the 
field’s value ends with the value you 
enter. 
Does Not End With Finds every record in the table where the 
field’s value does not end with the value 
you enter. 
Number Filters 
Equals Finds every record in the table where the 
field’s value equals the value you enter. 
Does Not Equal Finds every record in the table where the 
field’s value does not equal the value you 
enter. 
Less Than Finds every record in the table where the 
field’s value is less than the value you 
enter. 
Greater Than Finds every record in the table where the 
field’s value is greater than the value you 
enter. 
Between Finds every record in the table where the 
field’s value is between the values you 
enter.
Date Filters 
Equals Finds every record in the table where the 
field’s value equals the date you enter. 
Does Not Equal Finds every record in the table where the 
field’s value does not equal the date you 
enter. 
Before Finds every record in the table where the 
field’s value is before the date you enter. 
Greater Than Finds every record in the table where the 
field’s value is greater than (comes after) 
the date you enter. 
Between Finds every record in the table where the 
field’s date is between the dates you 
enter. 
All Dates in a Period Finds every record in the table where the 
field’s date is in the period you enter. 
To apply a specialized filter: 
1. Click the Last Name column label.
2. Activate the Home tab. 
3. Click the Filter button. A menu appears. 
4. Click the Text Filters option. A menu appears. 
5. Click the option you want. A Custom Filter dialog box appears. 
6. Enter the appropriate information. 
7. Click OK. Access filters your data and displays the word Filtered at the bottom of the 
window. 
Hide Columns 
There may be times when you may not want to display a certain column or set of columns. In 
such cases, you can temporarily hide the column or columns from view. Later, if you want to 
display them column again, you can unhide them. 
To hide columns: 
1. Select the columns you want to hide.
2. Activate the Home tab. 
3. Click the More button in the Records group. A menu appears. 
4. Click Hide Columns. Access hides the columns you selected. 
In the figure, the Birth Date, Street Address, City, State, and Zip fields are hidden. 
Or 
1. Select the columns you want to hide. 
2. Right-click. A menu appears. 
3. Click Hide Columns. 
To unhide columns: 
1. Activate the Home tab. 
2. Click the More button in the Records group. A menu appears. 
3. Click Unhide Columns. The Unique Columns dialog box appears. 
4. Select the column you want to display. 
5. Click Close. Access displays the columns you chose. 
or 
1. Right-click any column label. A menu appears. 
2. Click Unhide columns. 
3. Select the columns you want to display. 
4. Click the Close button. Access displays the columns you selected. 
Freeze Columns 
If your table has a large number of columns, you may want to freeze columns so the frozen 
columns stay in view as you scroll across the page. For example, if you have a Students table 
and you want the Student Number, First Name, and Last Name to remain onscreen as you scroll
across the table, you can freeze the Student Number, First Name, and Last Name fields. When 
you freeze a column, Access moves it to the far left side of your table. If you want it to remain 
there, you must save the table. 
To freeze columns: 
1. Select the columns you want to freeze. 
2. Activate the Home tab. 
3. Click the More button in the Records group. A menu appears. 
4. Click Freeze. Access freezes the columns. As you scroll, the frozen columns remain 
stationary. 
To unfreeze columns: 
1. Activate the Home tab. 
2. Click the More button in the Records group. A menu appears. 
3. Click Unfreeze. Access unfreezes the columns. 
Format a Table 
You can use the features in the Font group on the Home tab to apply a variety of formats to your 
table. 
Format a Table 
Button Function 
Apply a font to all of the data 
in a table. 
Apply a font size to all of the 
data in a table.
Bold all of the data in a table. 
Italicize all of the data in a 
table. 
Underline all of the data in a 
table. 
Left-align a column. 
Right-align a column. 
Center a column. 
Change the font color. 
Change the background color. 
By default, the background 
color is white. 
Change the gridlines. Gridlines 
separate columns and rows. 
This option allows you to 
display gridlines for columns 
only (vertical), gridlines for 
rows only (horizontal), 
gridlines for both columns and 
rows, or no gridlines at all. 
Change the alternating color. 
For example, on a datasheet 
you can have every other row 
appear in an alternating color. 
To bold, italicize, or underline: 
1. Place the cursor anywhere within the table. 
2. Activate the Home tab. 
3. Click the button for the format you want to apply. Access applies the format. 
To left-align, right-align, or center: 
1. Place the cursor anywhere within the column you want to left-align, right-align, or center. 
2. Activate the Home tab. 
3. Click the button for the format you want to apply. Access applies the format. 
To change the font, font size, or gridlines:
1. Place the cursor anywhere within the table. 
2. Activate the Home tab. 
3. Click the down-arrow to the right of the option you want to apply. A menu appears. 
4. Select the option you want. Access changes the font, font size, or gridlines. 
To change the font color, background color, or alternating color: 
1. Place the cursor anywhere within the table. 
2. Activate the Home tab. 
3. Click the down-arrow to the right of the option you want to apply. A menu of colors 
appears. 
4. Select the color you want. Access changes the font color or the alternating color. 
Compute Totals 
On the Home tab, you can use the Total button in the Records group to compute the sum, 
average, count, minimum, maximum, standard deviation, or variance of a number field; the 
count, average, maximum, or minimum of a date field; or the count of a text field. 
To compute totals: 
1. Open the table or query for which you want to compute totals. 
2. Activate the Home tab. 
3. Click the Totals button in the Records group. A Total line appears at the bottom of the 
table or query. 
4. Click on the Total line under the column you want to total. A down-arrow appears on the 
left side of the field. 
5. Click the down-arrow and then choose the function you want to perform. Access 
performs the calculation and displays the results in the proper column on the Totals row.
Find and Replace 
If you need to find a sequence of characters, a word, or a phrase in a table or field, you can use 
the Find command. In Access, the Find command has three options: You can find all instances in 
a table or field that match a sequence of characters, all instances that begin with a sequence of 
characters, or all instances that contain a sequence of characters. For example, you can find all 
students with the last name Smith, all students whose last name begins with S, or all instances of 
08 anywhere in the field. 
After you find the word, phrase, or sequence of characters you are searching for, you can replace 
it with a new sequence of characters by executing the Replace command. 
To do a Find: 
1. Place your cursor in the column you want to search. 
2. Activate the Home tab. 
3. Click the Find button in the Find group. The Find and Replace dialog box appears. 
4. Activate the Find tab. 
5. Type what you want to find in the Find What field. 
6. Choose the name of the table you want to search in the Look In field if you want to 
search the entire table or select the field you selected in step 1 if you want to search that 
field. If you want to search another field, click in that field and then select it in the Look 
In field.
7. Choose Any Part Of Field if you want to search for your entry anywhere within a field, 
choose Whole Field if you want the field to match the sequence of characters you 
entered, or choose Start Of Field if you want the field to begin with a sequence of 
characters you entered. 
8. Choose All in the Search field if you want to search the entire table, Up to search upward 
from your current location, or Down to search downward from your current location. 
9. Click Find Next to begin your search. Access finds the first entry that matches your find 
criteria. Continue clicking Find Next to find additional matches. 
Note: If you want to find and replace, open the Find and Replace dialog box 
(follow steps 1 through 3) and then activate the Replace tab. In the Replace With field, enter the 
sequence of characters you want to use to replace what you find. Complete the other fields on the 
tab the same as you would if you were doing a Find. Click Find Next to find the first instance for 
which you are searching. Click Replace to replace that instance. Click Replace All to replace 
every instance. 
Create Relationships 
In Access, you store data in multiple tables and then use relationships to join the tables. After 
you have created relationships, you can use data from all of the related tables in a query, form, or 
report. 
A primary key is a field or combination of fields that uniquely identify each record in a table. A 
foreign key is a value in one table that must match the primary key in another table. You use 
primary keys and foreign keys to join tables together—in other words, you use primary keys and 
foreign keys to create relationships. 
There are two valid types of relationships: one-to-one and one-to-many. In a one-to-one 
relationship, for every occurrence of a value in table A, there can only be one matching 
occurrence of that value in table B, and for every occurrence of a value in table B, there can only 
be one matching occurrence of that value in table A. One-to-one relationships are rare because if 
there is a one-to-one relationship, the data is usually stored in a single table. However, a one-to-one 
relationship can occur when you want to store the information in a separate table for security 
reasons, when tables have a large number of fields, or for other reasons. In a one-to-many 
relationship, for every occurrence of a value in table A, there can be zero or more matching 
occurrences in table B, and for every one occurrence in table B, there can only be one matching 
occurrence in table A. 
When tables have a one-to-many relationship, the table with the one value is called the primary 
table and the table with the many values is called the related table. Referential integrity ensures 
that the validity of the relationship between two tables remains intact. It prohibits changes to the 
primary table that would invalidate an entry in the related table. For example, a school has 
students. Each student can make several payments, but each payment can only be from one 
student. The Students table is the primary table and the Payments table is the related table.
Students 
Student ID Last Name First Name 
Primary Key 
1 John Smith 
2 Mark Adams 
3 Valerie Kilm 
Payments 
Payment ID Student ID Amount Due Amount Paid 
Primary key Foreign key 
1 1 500 500 
2 2 700 300 
3 3 500 250 
4 2 400 300 
5 3 250 250 
If you delete Student ID 1 from the Students table, Student ID 1 is no longer valid in the 
Payments table. Referential integrity prevents you from deleting Student ID 1 from the Students 
table. Also, if the only valid Student IDs are 1, 2, and 3, referential integrity prevents you from 
entering a value of 4 in the Student ID field in the Payments table. A foreign key without a 
primary key reference is called an orphan. Referential integrity prevents you from creating 
orphans. 
To create relationships: 
1. Close all tables and forms. (Right-click on the tab of any Object. A menu appears. Click 
Close All.) 
2. Activate the Database Tools tab. 
3. Click the Relationships button in the Show/Hide group. The Relationships window 
appears.
4. If anything appears in the relationships window, click the Clear Layout button in the 
Tools group. If you are prompted, click Yes. 
5. Click the Show Table button in the Relationships group. The Show Table dialog box 
appears. 
6. Activate the Tables tab if your relationships will be based on tables, activate the Queries 
tab if your relationships will be based on queries, or activate the Both tab if your 
relationships will be based on both. 
7. Double-click each table or query you want to use to build a relationship. The tables 
appear in the Relationships window. 
8. Click the Close button to close the Show Table dialog box. 
9. Drag the Primary table’s primary key over the related table’s foreign key. After you drag 
the primary key to the related table’s box, the cursor changes to an arrow. Make sure the 
arrow points to the foreign key. The Edit Relationships Dialog box appears.
10. Click the Enforce Referential Integrity checkbox. 
11. Click Create. Access creates a one-to-many relationship between the tables. 
12. Click the Save button on the Quick Access toolbar to save the relationship. 
Tip: When you create a relationship, you can view the related table as a subdatasheet of 
the primary table. Open the primary table and click the plus (+) in the far left column. The plus 
sign turns into a minus (-) sign. If the Insert Subdatasheet dialog box opens, click the table you 
want to view as a subdatasheet and then click OK. Access displays the subdatasheet each time 
you click the plus sign in the far left column. Click the minus sign to hide the subdatasheet. 
Tip: After a relationship has been created between two tables, you must delete the 
relationship before you can make modifications to the fields on which the relationship is based. 
To delete a relationship: 
1. Click the line that connects the tables. 
2. Press the Delete key.
Tip: When you create a lookup column, Access creates a relationship between the 
tables. 
Lesson 5: Creating Microsoft Access Queries 
You can use a query to view a subset of your data or to answer questions about your data. For 
example, if you want to view a list of student names and email addresses, but you do not want to 
see addresses and other data, you can create a query that displays the student’s first name, last 
name, and email address only. Alternatively, if you want to know which students live in DE, you 
can restrict your list to those students. This lesson teaches you how to create a query. 
Open Tables or Queries in Query Design View 
A query can be based on tables or on other queries. To create a query, you open the tables or 
queries on which you are going to base your query in Query Design view, and then use the 
options in Design view to create your query. You then click the Run button to display the results. 
You can save queries for later use. 
To open tables or queries in Query Design view: 
1. Activate the Create tab. 
2. Click the Query Design button in the Other group. The Show Table dialog box appears. 
3. Activate the Tables tab if you want to base your query on tables, activate the Queries tab 
if you want base your query on queries or activate the Both tab if you want to base your 
query on both tables and queries. 
4. Click to choose the table or query on which you want to base your query. 
5. Click Add. The table appears in the window. 
a. Click to choose the next table or query on which you want to base your query.
b. Continue clicking tables or queries until you have all the tables and queries you 
plan to use. 
6. Click Close. Access changes to Query Design view. 
Display All Records and All Fields 
In Query Design view, each table has an option that allows you to display all of the fields and all 
of the records in a table. This option appears on the field line on the drop-down menu as the table 
name followed by a period and an asterisk (tablename.*). 
To display all records and all fields: 
1. Open a table or query in Query Design view. 
2. Click the down-arrow in the first field on the Field row and then select the tablename.* 
option. The table name appears on the table line. 
3. Click the Run button. Access retrieves all of the fields and records for the table and 
displays them in Datasheet view.
Change from Datasheet View to Query Design View 
After you run a query, you can easily change back to Query Design view and make 
modifications to your query or create a new query. 
To change to Query Design view: 
1. Activate the Home tab. 
2. Click the down-arrow below View in the Views group. A menu appears. 
3. Click Design View. Access changes to Query Design view. You can modify your query.
Tip: You can also click the Design button in the lower-right corner of the Access 
window to change to Design view. 
Retrieve a Single Column 
You can use an Access query to retrieve a single column of data. Instead of choosing the 
tablename.* option on the Field line in Query Design view, choose the name of the field you 
want to retrieve. 
To retrieve a single column: 
1. Open a table or query in Query Design view. 
2. Choose the field name you want to display in the field line. 
3. Click the Run button. Access retrieves the column you chose.
Retrieve Multiple Columns 
You can use an Access query to retrieve multiple columns of data. On the Field line in Query 
Design view, choose the field name of each field you want to retrieve in the order you want to 
retrieve them. 
To retrieve multiple columns:
1. Open a table or query in Query Design view. 
2. Choose the field names you want to retrieve in the order you want to retrieve them. 
3. Click the Run button. Access retrieves the columns you chose.
Sort a Query 
When creating a query, you can sort the rows you retrieve in ascending or descending order by 
choosing the option you want on the Sort row in Query Design view. 
To perform a sort: 
1. Open a table or query in Query Design view. 
2. Choose the field names you want to retrieve in the order you want to retrieve them. 
3. Under the field you want to sort, click the down-arrow and then choose Ascending or 
Descending. 
4. Click the Run button. Access retrieves the columns you chose and displays the rows in 
the order you specified.
Sort Multiple Columns in a Query 
As you learned in the previous section, you can sort the rows your query returns. You can also 
create sorts within a sort. For example, you can sort by state and then within a state, you can sort 
by last name and then by first name. You specify the sort in the order you want the sort to occur. 
If you want to sort by state and then by last name within a state and then by first name within last 
name, you enter the sort in the following order: city, last name, first name. Your sort order may 
not agree with the order in which you want to display fields. In such a case, you can use fields 
that do not display to enter your sort order. To prevent a field from displaying, deselect the Show 
box on the Show row. 
To sort multiple columns:
1. Open a table or query in Query Design view. 
2. Choose the field names you want to retrieve in the order you want to retrieve them. 
3. Choose the field names you want to sort by in the order you want to sort. 
4. Under the fields you want to sort by, choose Ascending or Descending. 
5. Deselect the Show button for the columns you do not want to display. 
6. Click the Run button. Access retrieves the columns you chose and displays the rows in 
the order you specified.
Retrieve Specific Records 
In the examples so far, you have been retrieving all of the records (rows) in your table. You can, 
however, specify which records you wish to retrieve. For example, you can retrieve only those 
students who live in DE, only the student whose student number is 5, or only those students 
whose birth date is 2/16/88. 
You use logical operators such as = (equal), <> (not equal), > (greater than), or < (less than) to 
restrict the records you retrieve. For example, if you only want to display students who live in 
DE, enter = "DE" in the State column on the Criteria line. Access will only retrieve records 
where the value in the State column is equal to DE. Selection criteria are not case-sensitive, so 
Access will retrieve records where the entry is DE, de, De, or dE. 
Logical Operators 
Operator Meaning Field Type Entry Format 
= Equal to Character 
Number 
Date 
= "DE" 
= 5 
= #2/16/88# 
<> Not equal to Character 
Number 
Date 
<> "DE" 
<> 5 
<> #2/16/88# 
> Greater than Character > "DE"
Number 
Date 
> 5 
> #2/16/88# 
>= Greater than or 
equal to 
Character 
Number 
Date 
> = "DE" 
> = 5 
> = #2/16/88# 
< Less than Character 
Number 
Date 
< "DE" 
< 5 
< #2/16/88# 
<= Less than or 
equal to 
Character 
Number 
Date 
<= "DE" 
<= 5 
<= #2/16/88# 
In Equal to any 
item in a list 
Character 
Number 
Date 
In ("DE", "NJ") 
In (5, 9, 17) 
In (#2/16/88#, #2/3/90#, 
#12/15/88#) 
Not In Not equal to 
any item in a 
list 
Character 
Number 
Date 
Not In ("DE", "NJ") 
Not In (5, 9, 17) 
Not In (#2/16/88#, #2/3/90#, 
#12/15/88#) 
Between Between two 
values, 
greater than or 
equal to one 
and less than or 
equal to the 
other 
Character 
Number 
Date 
Between "C" And "F" 
Between 5 And 10 
Between #1/1/88# And 
#12/31/88# 
Not Between Not between 
two values 
Character 
Number 
Date 
Not Between "C" And "F" 
Not Between 5 And 10 
Not Between #1/1/88# And 
#12/31/88# 
Is Null The value is 
missing from 
the field 
Character 
Number 
Date 
Is Null 
Is Null 
Is Null 
Is Not Null The value is not 
missing from 
the field 
Character 
Number 
Date 
Is Not Null 
Is Not Null 
Is Not Null 
Like Like a specified 
pattern. 
* means any 
series of 
characters. 
? means any 
single 
character. 
Character 
Number 
Date 
Like "S*" 
Like "1*" 
Not Applicable 
Not Like Not like a Character Like "S*"
specified 
pattern. 
* means any 
series of 
characters. 
? means many 
single 
character. 
Number 
Date 
Like "1*" 
Not Applicable 
When using the Like and Not Like criteria, where you place the asterisk(*) or question mark (?) 
determines the type of search Access performs. Like "Jo*" finds all records in the field that 
begin with Jo. It would find Jones, Johnson, and Jordan. Like "*son" finds all records in the 
field that end with son. It would find Stevenson, Jackson, and Peterson. Like "*456*" finds all 
records that contain 456 anywhere in the field. It would find 456123789, 123456789, and 
123789456. The sequence Like "?en" finds all three character field entries where the second 
and third characters are en. It would find Ben, Len, and Jen. The sequence Like "Jo?" finds all 
three character field entries where the first and second characters are Jo. It would return Joe, Joy, 
and Jon. The sequence Like "T?m" finds all three character field entries where the first and 
third characters are T and m. It would return Tim, Tom, and Tam. 
To retrieve specific records: 
1. Open a table or query in Query Design view. 
2. Choose the field names you want to retrieve in the order you want to retrieve them. 
3. Choose the field names you want to sort by in the order you want to sort.
4. Under the fields you want to sort by, choose Ascending or Descending. 
5. Deselect the Show button for columns you do not want to display. 
6. Enter your selection criteria on the Criteria line. 
7. Click the Run button. Access retrieves the columns you chose and displays the rows in 
the order you specified. 
Apply Multiple Criteria 
You can apply multiple criteria to the same table. If you place two criteria on the same line, 
Access will only retrieve records where both criteria are met. For example, if you want all 
records where the State is equal to "DE" and the Last Name is equal to Smith, you would set the 
State field to = "DE" and the Last Name field to = "Smith" and you would place both criteria on 
the same line. 
If you place one set of criteria on the Criteria line and the second set of criteria on the Or line, 
Access will retrieve records if either criteria are met. For example, you want all records where 
the State is equal to "DE" or the Last Name is equal to Smith. You would set the State field to = 
"DE" and the Last Name field to = "Smith" and you would place one set of criteria on the 
Criteria line and the other set of criteria on the Or line. Access will bring back all records where 
the state equals DE and all records where the Last Name is equal to Smith no matter what the 
State is. You can add additional and and or statements by using the lines below the Or line. For 
And clauses, place the criteria on the same line; for Or clauses, place the criteria on separate 
lines. 
To apply multiple criteria:
1. Open a table or query in Query Design view. 
2. Choose the field names you want to retrieve in the order you want to retrieve them. 
3. Choose the field names you want to sort by in the order you want to sort. 
4. Under the fields you want to sort by, choose Ascending or Descending. 
5. Enter your selection criteria on the Criteria line and the Or line, as needed. 
6. Deselect the Show button for columns you do not want to display. 
7. Click the Run button. Access retrieves the columns you chose and displays the rows in 
the order you specified. 
Create a Query That Uses Two or More Tables
If you want to view data from two or more tables or queries, you can create a query that pulls the 
data from multiple tables or queries. The tables and queries from which you pull your data 
should have a relationship. 
To create a query that uses two or more tables: 
1. Open the tables and/or queries you want to use in Query Design view. 
2. Choose the field names you want to retrieve in the order you want to retrieve them. 
3. Choose the field names you want to sort by in the order you want to sort. Under the fields 
you want to sort by, choose Ascending or Descending. 
4. Enter your selection criteria, if necessary (Not applicable in this example). 
5. Deselect the Show button for columns you do not want to display (Not applicable in this 
example). 
6. Click the Run button. Access retrieves the columns you chose and displays the rows in 
the order you specified. 
Save a Query
After you create a query, you can save it. You can rerun a saved query at any time. If you change 
the data on which the saved query is based, you will see the changes when you rerun the query. 
To save a query: 
1. Click the Save button on the Quick Access toolbar. Access saves the query unless you are 
saving for the first time. If you are saving for the first time, the Save As dialog box 
appears. 
2. Type the name you want to give your query. 
3. Click OK. Access saves the query. You can now access the query by using the 
Navigation pane. 
Tip: You can also save by right-clicking a query’s tab and then selecting Save from the 
menu that appears. Access saves the query unless you are saving for the first time. If you are 
saving for the first time, the Save As dialog box appears. Type the name you want to give the 
query and then click OK. Access saves the query. You can now access the query by using the 
Navigation pane. 
Tip: After you have saved a query, you can run it by opening the Navigation pane and 
then clicking the name of the query. 
Modify a Query 
Once created, a query can be modified. Simply open the query in Query Design view and make 
the changes. You can add columns, change the sort order, change the criteria, and make other 
changes.
In Query Design view, the Query Setup group offers several options that can assist you. Use the 
Insert Rows button to insert a row in the criteria area. Click anywhere in the row before which 
you want to insert a new row and then click the Insert Rows button. 
Use the Insert Columns button to insert a column. Click anywhere in the column before 
which you want to insert a column and then click the Insert Column button . 
Use the Delete Rows button to delete a row in the criteria area. Click anywhere in the row 
you want to delete and then click the Delete Row button. 
Use the Delete Columns button to delete a column. Click anywhere in the column you want 
to delete and then click the Delete Column button . 
Use a Query to Make a Table 
You can use a query to create a table. This is useful when you want to create a new table that 
includes the fields and data from an existing table. 
To create a table: 
1. Open the table or query on which you want to base your new table on in Query Design 
view.
2. Enter the criteria on which you want to base your new table. 
3. Click the Make Table button. The Make Table dialog box appears. 
4. Type the name you want to give your new table. 
5. Click OK. 
6. Click Run. You see the following prompt. 
7. Click Yes. 
8. Close the query. (Right-click the query’s tab and then click Close.) 
9. Double-click the new table’s name in the Navigation pane to view the new table. 
Create a Parameter Query 
If instead of entering predetermined criteria, you want to prompt users when a query runs, you 
can create a parameter query. You create a parameter query by enclosing a question in square 
brackets ([]). For example, if you want to create a parameter query that asks users which State 
they want to use from the Student’s table, you would type [Which State?] on the Criteria line 
under the State column. When the query runs, Access will prompt the user for the answer to your 
question. 
To create a parameter query:
1. Open a table or query in Query Design view. 
2. Create your query. 
3. On the Criteria line, type the prompt within square brackets. 
4. Click the Run button. Access prompts you. 
5. Respond to the prompt. 
6. Click OK. Access displays the results of your query in Datasheet view.
Note: If you want to make your user prompt more flexible, use one of the following 
formats. 
Like "*" & [Prompt] & "*" 
Returns all records that contain the value 
you enter. 
Example: If you enter ad, Access returns 
all records that include the sequence ad 
anywhere in the field. 
Like "*" & [Prompt] Returns all records that end with the value 
you enter. 
Example: If you enter S, Access returns 
all records that end with S. 
Like [Prompt] & "*" Returns all records that begin with the 
value you enter. 
Example: If you enter S, Access returns 
all records that begin with S. 
> [Prompt] 
Note: You can also use < (less than) ,<= 
(less than or equal to) >=, >= (greater than 
or equal to), or <> (not equal) 
Find all records with a value greater than 
the value you enter. 
Example: If you enter 5, Access returns 
all records that are greater than 5. 
Lesson 6: Creating Forms 
Access forms are much like paper forms: you can use them to enter, edit, or display data. They 
are based on tables. When using a form, you can choose the format, the arrangement, and which 
fields you want to display. This lesson teaches you how to create forms. 
Using the Form Button 
Access can automatically create several types of forms. For example, when you click the Form 
button on the Create tab, Access places all fields in the selected table on a form. If the table has a 
one-to-many relationship with one other table or query, Access creates a stacked form (the 
records are displayed in a column) for the primary table and a datasheet for the related table. If 
there are several tables with a one-to-many relationship, Access does not create the datasheet. 
To create a form:
1. Open the Navigation pane. 
2. Click the table or query on which you want to base your form. 
3. Activate the Create tab. 
4. Click Form in the Forms group. Access creates a form.
You can use the Navigation bars to move through the records on a form. 
1 Go to First Record 
2 Go to Previous Record 
3 The Current Record 
4 Go to Next Record 
5 Go to Last Record 
6 Create a New (Blank) Record 
Tip: After you create a form, you can save it. You can open a saved form at any time. 
To save a form: 
1. Click the Save button on the Quick Access toolbar. Access saves the form unless you are 
saving for the first time. If you are saving for the first time, the Save As dialog box 
appears.
2. Type the name you want to give the form. 
3. Click OK. Access saves the form. You can now access the form by using the Navigation 
pane. 
You can also save by right-clicking a form’s tab and then selecting Save from the menu that 
appears. Access saves the form unless you are saving for the first time. If you are saving for the 
first time, the Save As dialog box appears. Type the name you want to give the form and then 
click OK. Access saves the form. You can now access the form by using the Navigation pane. 
Create a Split Form 
A split form is a form in which the same data is displayed in two views simultaneously. One part 
of the form displays in Form view (stacked fields), while the other part displays in Datasheet 
view. The two views are synchronized, so as you select a field in one view, it is automatically 
selected in the other view. You can add, change, or delete the data in either view. Using a split 
form gives you the benefits of two types of forms in a single form. For example, you can use the 
datasheet portion to locate records and the form portion to edit records. 
To create a split form: 
1. Open the Navigation pane.
2. Click the table or query on which you want to base your form. 
3. Activate the Create tab. 
4. Click Split Form in the Forms group. Access creates a split form. 
Create a Multiple Items Form 
You can use the Multiple Items button on the Forms tab to create a form that displays multiple 
records, one record per row. 
To create a multiple items form:
1. Open the Navigation pane. 
2. Click the table or query on which you want to base your form. 
3. Activate the Create tab. 
4. Click Multiple Items in the Forms group. Access creates a multiple items form.
Tip: A view is a way of looking at an Access object. Forms have three views: Form 
view, Layout view, and Design view. You can enter, edit, and view data in Form view. You can 
modify a form in Layout view or Design view. In Layout view, you can see your data, and the 
form you see closely resembles what your form will look like when you view it in Form view. 
You can make most, but not all, changes to your form in Layout view. Design view displays the 
structure of your form. In this view you cannot see the underlying data, but you can perform 
some tasks in Design view that you cannot perform in Layout view. This tutorial focuses on 
Layout view. 
To change the view: 
1. Open the form. 
2. Activate the Format tab. 
3. Click the down-arrow under the View button. A menu appears. 
4. Click the view you want. 
Modify a Form 
After you create a form, it opens in Layout view, where you can modify it. 
To change the size of a field: 
1. Click a side of the field and drag to change the width of the field. 
2. Click the top or bottom of a field and drag to change the height of a field. 
To move a datasheet: 
1. Click the datasheet to select it. 
2. Click and drag the four-sided arrow in the upper-right corner to move the datasheet. 
To resize a datasheet: 
1. Click the datasheet to select it. 
2. Click a side of the datasheet and drag to change the width. 
3. Click the top or bottom of the datasheet and drag to change the height. 
To apply an AutoFormat: 
The AutoFormat option on the Format tab enables you to apply formats quickly, such as 
background colors, field colors, field label colors, and fonts. 
1. Activate the Format tab. 
2. Click AutoFormat. The AutoFormat menu appears. 
3. Click the format you want to apply.
To change a form title: 
When you create a form, by default, Access uses the form name as the title. You can change the 
title. 
1. Activate the Format tab. 
2. Click the Title button. 
3. Type the new title. 
To add the date and time: 
You can easily add the date and time to your form. 
1. Activate the Format tab. 
2. Click the Date and Time button. The Date and Time dialog box appears. Select the date 
and time format you want. The date and time appear on your form. 
Change Fonts and Formats 
You can use options on the Format tab to manually apply individual formats to your report. 
However, before you can apply a format to a field or field label, you must select it. To select a 
field or field label, click it. To select multiple items, hold down the Shift key and then click each 
item you want to select. A box surrounds selected items. 
Change Fonts and Formats 
Button Shortcut 
Key 
Function 
Layout View—Format Tab, Font Group 
Apply a font to the current selection. 
Set the size of the font for the current 
selection. 
Ctrl-b Bold the current selection. 
Ctrl-i Italicize the current selection. 
Ctrl-u Underline the current selection. 
Ctrl-l Left-align the selection. 
Ctrl-r Right-align the selection. 
Ctrl-e Center the selection. 
Change the font color. 
Change the background color.
Change the alternating color. For 
example, you can have every other 
row on a datasheet appear in an 
alternating color. 
Layout View—Format Tab, Formatting Group 
Apply a Number format. 
Use a currency symbol. 
Change to percent. 
Use thousand separators. 
Increase decimal places. 
Decrease decimal places. 
Layout View—Format Tab, Gridlines Group 
Add gridlines. 
Change the weight of gridlines. 
Change the style of gridlines. 
Change the color of gridlines. 
Layout View—Format Tab, Controls Group 
Add a logo. 
Add or change a title. 
Add a date and time. 
Set line thickness. 
Set line style. 
Set line color. 
Lesson 7: Creating Reports 
Reports organize and summarize data for viewing online or for printing. A detail report displays 
all of the selected records. You can include summary data such as totals, counts, and percentages
in a detail report. A summary report does not list the selected records but instead summarizes the 
data and presents totals, counts, percentages, or other summary data only. Access has several 
report generation tools that you can use to create both detail and summary reports quickly. This 
lesson teaches you how to create reports. 
Use the Report Button 
The Report button creates a simple report that lists the records in the selected table or query in a 
columnar format. 
To use the Report button: 
1. Open the Navigation pane. 
2. Click the table or query on which you want to base your report. 
3. Activate the Create tab. 
4. Click the Report button in the Reports group. Access creates your report and displays your 
report in Layout view. You can modify the report.
Tip: After you create a report, you can save it. 
1. Click the Save button on the Quick Access toolbar. Access saves the report unless you are saving 
for the first time. If you are saving for the first time, the Save As dialog box appears. 
2. Type the name you want to give your report. 
3. Click OK. Access saves the report. You can now access the report by using the Navigation pane. 
As with other objects, you can also save a report by right-clicking the reports tab and selecting 
Save. Saved reports appear in the Navigation pane. 
Tip: Reports created by using the Report button are plain and simple. The Modify a 
Report section of this lesson teaches you how to customize a report to meet your needs. 
Tip: Access reports created simply by using the Report button have several sections. 
They are detailed in the following table. 
Sections of a Report 
Report Header Appears at the top of the first page 
and displays the report title.
Page Header Appears at the top of every page and 
displays the headings (field labels) 
for each column. 
Page Footer Appears at the bottom of every page 
and displays the page number and 
total number of pages. 
Detail Section Appears between the page header 
and page footer and displays the 
records from the table or query. 
Report Footer This section is optional. Appears on 
the last page of the report and 
displays summary information such 
as grand totals. 
Use the Report Wizard 
You can also use the Report Wizard to create a report. The Report Wizard provides you with 
more flexibility than you get by using the Report button. You can choose the tables and fields, 
group the data, sort the data, summarize the data, choose a layout and orientation, apply a style, 
and title your report. Follow the steps shown here to create a report by using the Report Wizard: 
To create a report by using the Report Wizard:
Open the Report Wizard 
1. Activate the Create tab. 
2. Click Report Wizard in the Reports group. The Report Wizard appears. 
Select tables, queries and fields 
When using the Report Wizard, you can use fields from multiple tables and/or queries if the 
tables/queries have a relationship. 
1. Click the down-arrow next to the Table/Queries field and then click the table from which you 
want to select fields. 
2. Click a field and then click the single-right arrow to select a single field, click the double-right 
arrows to select all fields, click a field and then click the single-left arrow to deselect a single 
field, or click the double-left arrow to deselect all fields. 
3. Repeat steps 1 and 2 for each table from which you want to select fields. 
4. Click Next. The Report Wizard moves to the next page.
Group 
When using the Report Wizard, you can group data. Grouping puts all of the values in a field 
into a group based on the field’s value. For example, if your data is grouped by the Department 
field and the records in the Department field have values such as Administration, Computer 
Science, and English. Access will group all of the data for the Administration department 
together, all of the data for the Computer Science department together, and all of the data for the 
English department together. 
1. Click to select the field by which you want to group your data. You may not see this page of the 
wizard if you are selecting data from a single table. 
2. Click Next. The Report Wizard moves to the next page.
3. Click a field you want to group by. 
4. Click the right-arrow to select a field; click a field and then click the left arrow to deselect a field. 
Use the up- and down-arrows to change the order of the groupings. If you are only using one 
table, this may be your first opportunity to select a field to group by. 
5. Repeat steps 3 and 4 for each field you want to group by. 
6. Click Next. The Report Wizard moves to the next page. 
Sort and summarize 
By using the Report Wizard, you can create up to four levels of sort. Access sorts the first level, 
and then sorts the second level within that sort, and so on. If you have grouped your data, you 
can summarize it by displaying the sum, average, and minimum or maximum value for each 
numeric field. You can choose to have your report display just the summary data or each detail 
line and the summary data. There is also an option that allows you to display the percent the sum 
of each group is of the grand total. All of the fields in your report may not fit on a single page. 
You can have Access automatically adjust the size of the font so that every field fits.
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007
Nota ms access 2007

More Related Content

What's hot

Using microsoftaccess1 gettingstarted
Using microsoftaccess1 gettingstartedUsing microsoftaccess1 gettingstarted
Using microsoftaccess1 gettingstartedjcjo05
 
Ms Access ppt
Ms Access pptMs Access ppt
Ms Access pptanuj
 
MS Access teaching powerpoint tasks
MS Access teaching powerpoint tasksMS Access teaching powerpoint tasks
MS Access teaching powerpoint tasksskomadina
 
Basic Access Notes
Basic Access NotesBasic Access Notes
Basic Access NotesPyi Soe
 
Microsoft Access 2007: Get To Know Access
Microsoft Access 2007: Get To Know AccessMicrosoft Access 2007: Get To Know Access
Microsoft Access 2007: Get To Know Accessomoviejohn
 
Microsoft Access 2007
Microsoft Access 2007Microsoft Access 2007
Microsoft Access 2007Reshma Arun
 
Access 2007-Datasheets 1-Create a table by entering data
Access 2007-Datasheets 1-Create a table by entering dataAccess 2007-Datasheets 1-Create a table by entering data
Access 2007-Datasheets 1-Create a table by entering dataOklahoma Dept. Mental Health
 
Ms access tutorial
Ms access tutorialMs access tutorial
Ms access tutorialminga48
 
Access lesson 01 Microsoft Access Basics
Access lesson 01 Microsoft Access BasicsAccess lesson 01 Microsoft Access Basics
Access lesson 01 Microsoft Access BasicsAram SE
 
Basic introduction to ms access
Basic introduction to ms accessBasic introduction to ms access
Basic introduction to ms accessjigeno
 
Introduction to microsoft access
Introduction to microsoft accessIntroduction to microsoft access
Introduction to microsoft accessHardik Patel
 
Ms access basics ppt
Ms access basics ppt Ms access basics ppt
Ms access basics ppt vethics
 
Access presentation
Access presentationAccess presentation
Access presentationDUSPviz
 
Access 2007 Training
Access 2007 TrainingAccess 2007 Training
Access 2007 Trainingpparakh
 
Ms access Database
Ms access DatabaseMs access Database
Ms access DatabaseYasir Khan
 
Access lesson 02 Creating a Database
Access lesson 02 Creating a DatabaseAccess lesson 02 Creating a Database
Access lesson 02 Creating a DatabaseAram SE
 

What's hot (20)

Using microsoftaccess1 gettingstarted
Using microsoftaccess1 gettingstartedUsing microsoftaccess1 gettingstarted
Using microsoftaccess1 gettingstarted
 
Ms Access ppt
Ms Access pptMs Access ppt
Ms Access ppt
 
MS Access teaching powerpoint tasks
MS Access teaching powerpoint tasksMS Access teaching powerpoint tasks
MS Access teaching powerpoint tasks
 
Basic Access Notes
Basic Access NotesBasic Access Notes
Basic Access Notes
 
Microsoft Access 2007: Get To Know Access
Microsoft Access 2007: Get To Know AccessMicrosoft Access 2007: Get To Know Access
Microsoft Access 2007: Get To Know Access
 
Microsoft Access 2007
Microsoft Access 2007Microsoft Access 2007
Microsoft Access 2007
 
Access 2007-Datasheets 1-Create a table by entering data
Access 2007-Datasheets 1-Create a table by entering dataAccess 2007-Datasheets 1-Create a table by entering data
Access 2007-Datasheets 1-Create a table by entering data
 
Ms access tutorial
Ms access tutorialMs access tutorial
Ms access tutorial
 
Access lesson 01 Microsoft Access Basics
Access lesson 01 Microsoft Access BasicsAccess lesson 01 Microsoft Access Basics
Access lesson 01 Microsoft Access Basics
 
Access 2007
Access 2007Access 2007
Access 2007
 
Basic introduction to ms access
Basic introduction to ms accessBasic introduction to ms access
Basic introduction to ms access
 
Introduction to microsoft access
Introduction to microsoft accessIntroduction to microsoft access
Introduction to microsoft access
 
Access tutorial2
Access tutorial2Access tutorial2
Access tutorial2
 
Ms access basics ppt
Ms access basics ppt Ms access basics ppt
Ms access basics ppt
 
Access presentation
Access presentationAccess presentation
Access presentation
 
MS Access Training
MS Access TrainingMS Access Training
MS Access Training
 
001.general
001.general001.general
001.general
 
Access 2007 Training
Access 2007 TrainingAccess 2007 Training
Access 2007 Training
 
Ms access Database
Ms access DatabaseMs access Database
Ms access Database
 
Access lesson 02 Creating a Database
Access lesson 02 Creating a DatabaseAccess lesson 02 Creating a Database
Access lesson 02 Creating a Database
 

Viewers also liked

7150099 Nota Access
7150099 Nota Access7150099 Nota Access
7150099 Nota Accessapai_09
 
Bài giảng sử dụng microsoft excel 2010 6 microsoft excel_repaired_9804
Bài giảng sử dụng microsoft excel 2010 6 microsoft excel_repaired_9804Bài giảng sử dụng microsoft excel 2010 6 microsoft excel_repaired_9804
Bài giảng sử dụng microsoft excel 2010 6 microsoft excel_repaired_9804Phi Phi
 
Ms excel 2007 tutorial
Ms excel 2007 tutorialMs excel 2007 tutorial
Ms excel 2007 tutorialjks2010
 
Computer organization
Computer organizationComputer organization
Computer organizationishapadhy
 
Modul Pembelajaran Kesihatan dan Kesejahteraan
Modul Pembelajaran Kesihatan dan KesejahteraanModul Pembelajaran Kesihatan dan Kesejahteraan
Modul Pembelajaran Kesihatan dan KesejahteraanWan Suhaimi Wan Setapa
 
Introduction to information technology lecture 1
Introduction to information technology lecture 1Introduction to information technology lecture 1
Introduction to information technology lecture 1adpafit
 

Viewers also liked (20)

Lengkap Microsoft Access Langkah Demi Langkah
Lengkap Microsoft Access Langkah Demi LangkahLengkap Microsoft Access Langkah Demi Langkah
Lengkap Microsoft Access Langkah Demi Langkah
 
7150099 Nota Access
7150099 Nota Access7150099 Nota Access
7150099 Nota Access
 
Senarai alamat jabatan april2015
Senarai alamat jabatan april2015Senarai alamat jabatan april2015
Senarai alamat jabatan april2015
 
Ms word 2010
Ms word 2010Ms word 2010
Ms word 2010
 
Bài giảng sử dụng microsoft excel 2010 6 microsoft excel_repaired_9804
Bài giảng sử dụng microsoft excel 2010 6 microsoft excel_repaired_9804Bài giảng sử dụng microsoft excel 2010 6 microsoft excel_repaired_9804
Bài giảng sử dụng microsoft excel 2010 6 microsoft excel_repaired_9804
 
MS Word 2007
MS Word 2007MS Word 2007
MS Word 2007
 
Excel 2007- Enter Formulas
Excel 2007- Enter FormulasExcel 2007- Enter Formulas
Excel 2007- Enter Formulas
 
Excel 2007 for inset final copy
Excel 2007 for inset final copyExcel 2007 for inset final copy
Excel 2007 for inset final copy
 
Ms excel 2007 tutorial
Ms excel 2007 tutorialMs excel 2007 tutorial
Ms excel 2007 tutorial
 
8 dimensi kesihatan
8 dimensi kesihatan8 dimensi kesihatan
8 dimensi kesihatan
 
Tugasan tamadun islam dan tamadun asia
Tugasan tamadun islam dan tamadun asiaTugasan tamadun islam dan tamadun asia
Tugasan tamadun islam dan tamadun asia
 
Computer organization
Computer organizationComputer organization
Computer organization
 
Computer System Organization
Computer System OrganizationComputer System Organization
Computer System Organization
 
I.C.T notes
I.C.T notesI.C.T notes
I.C.T notes
 
Soalan tugasan hdps1103 perkembangan pendidikan awal kanak kanak
Soalan tugasan hdps1103 perkembangan pendidikan awal kanak kanakSoalan tugasan hdps1103 perkembangan pendidikan awal kanak kanak
Soalan tugasan hdps1103 perkembangan pendidikan awal kanak kanak
 
Ms word 2010 by sachin sharma
Ms word 2010 by sachin sharmaMs word 2010 by sachin sharma
Ms word 2010 by sachin sharma
 
Ntroduction to computer architecture and organization
Ntroduction to computer architecture and organizationNtroduction to computer architecture and organization
Ntroduction to computer architecture and organization
 
7 amalan hidup sihat yang mudah dilakukan
7 amalan hidup sihat yang mudah dilakukan7 amalan hidup sihat yang mudah dilakukan
7 amalan hidup sihat yang mudah dilakukan
 
Modul Pembelajaran Kesihatan dan Kesejahteraan
Modul Pembelajaran Kesihatan dan KesejahteraanModul Pembelajaran Kesihatan dan Kesejahteraan
Modul Pembelajaran Kesihatan dan Kesejahteraan
 
Introduction to information technology lecture 1
Introduction to information technology lecture 1Introduction to information technology lecture 1
Introduction to information technology lecture 1
 

Similar to Nota ms access 2007

Pks ms access unit 4_bcomcs
Pks ms access unit 4_bcomcsPks ms access unit 4_bcomcs
Pks ms access unit 4_bcomcsKALAISELVI P
 
Access2007 part1
Access2007 part1Access2007 part1
Access2007 part1jigeno
 
Access_lab_manual06.pdf
Access_lab_manual06.pdfAccess_lab_manual06.pdf
Access_lab_manual06.pdfAditya Kumar
 
Basic interview questions for skills tests
Basic interview questions for skills testsBasic interview questions for skills tests
Basic interview questions for skills testsDurga Balaji M
 
INTRODUCTION TO ACCESSOBJECTIVESDefine th.docx
INTRODUCTION TO ACCESSOBJECTIVESDefine th.docxINTRODUCTION TO ACCESSOBJECTIVESDefine th.docx
INTRODUCTION TO ACCESSOBJECTIVESDefine th.docxmariuse18nolet
 
Microsoft access 2007 tutorial
Microsoft access 2007 tutorialMicrosoft access 2007 tutorial
Microsoft access 2007 tutorialGhazali_MFP
 
Database as information system
Database as information systemDatabase as information system
Database as information systemKAZEMBETVOnline
 
Quickstart Microsoft access 2013
Quickstart Microsoft access 2013Quickstart Microsoft access 2013
Quickstart Microsoft access 2013comatsg
 
Microsoft® office presentation
Microsoft® office presentationMicrosoft® office presentation
Microsoft® office presentationBrandon
 
Access Assignments Complete List1. Acc 2 Bank Database2. Acc.docx
Access Assignments Complete List1. Acc 2 Bank Database2. Acc.docxAccess Assignments Complete List1. Acc 2 Bank Database2. Acc.docx
Access Assignments Complete List1. Acc 2 Bank Database2. Acc.docxannetnash8266
 
Access2007
Access2007Access2007
Access2007aditu_7
 
MicrosoftAccessHandout.doc
MicrosoftAccessHandout.docMicrosoftAccessHandout.doc
MicrosoftAccessHandout.docCom2K22Class
 
Introduction to database_software
Introduction to database_softwareIntroduction to database_software
Introduction to database_softwarePeah J Jambu
 
Access2003
Access2003Access2003
Access2003mrh1222
 
Access2003
Access2003Access2003
Access2003tanik363
 

Similar to Nota ms access 2007 (20)

Pks ms access unit 4_bcomcs
Pks ms access unit 4_bcomcsPks ms access unit 4_bcomcs
Pks ms access unit 4_bcomcs
 
Access2007 part1
Access2007 part1Access2007 part1
Access2007 part1
 
Access_lab_manual06.pdf
Access_lab_manual06.pdfAccess_lab_manual06.pdf
Access_lab_manual06.pdf
 
Basic interview questions for skills tests
Basic interview questions for skills testsBasic interview questions for skills tests
Basic interview questions for skills tests
 
INTRODUCTION TO ACCESSOBJECTIVESDefine th.docx
INTRODUCTION TO ACCESSOBJECTIVESDefine th.docxINTRODUCTION TO ACCESSOBJECTIVESDefine th.docx
INTRODUCTION TO ACCESSOBJECTIVESDefine th.docx
 
Microsoft access 2007 tutorial
Microsoft access 2007 tutorialMicrosoft access 2007 tutorial
Microsoft access 2007 tutorial
 
Ms Access
Ms AccessMs Access
Ms Access
 
Database as information system
Database as information systemDatabase as information system
Database as information system
 
Quickstart Microsoft access 2013
Quickstart Microsoft access 2013Quickstart Microsoft access 2013
Quickstart Microsoft access 2013
 
Microsoft® office presentation
Microsoft® office presentationMicrosoft® office presentation
Microsoft® office presentation
 
Access Assignments Complete List1. Acc 2 Bank Database2. Acc.docx
Access Assignments Complete List1. Acc 2 Bank Database2. Acc.docxAccess Assignments Complete List1. Acc 2 Bank Database2. Acc.docx
Access Assignments Complete List1. Acc 2 Bank Database2. Acc.docx
 
Access 2007-Get to know Access
Access 2007-Get to know AccessAccess 2007-Get to know Access
Access 2007-Get to know Access
 
Access2007
Access2007Access2007
Access2007
 
Access2007
Access2007Access2007
Access2007
 
MicrosoftAccessHandout.doc
MicrosoftAccessHandout.docMicrosoftAccessHandout.doc
MicrosoftAccessHandout.doc
 
Access2007
Access2007Access2007
Access2007
 
Introduction to database_software
Introduction to database_softwareIntroduction to database_software
Introduction to database_software
 
Access2003
Access2003Access2003
Access2003
 
Access2003
Access2003Access2003
Access2003
 
Advexcellp
AdvexcellpAdvexcellp
Advexcellp
 

More from Senior Executive - Open University Malaysia (7)

12. perakuan amalan kaunselor (nov 2018 nov 2020)
12. perakuan amalan kaunselor (nov 2018 nov 2020)12. perakuan amalan kaunselor (nov 2018 nov 2020)
12. perakuan amalan kaunselor (nov 2018 nov 2020)
 
Contoh surat rayuan pertukaran guru
Contoh surat rayuan pertukaran guruContoh surat rayuan pertukaran guru
Contoh surat rayuan pertukaran guru
 
Cadangan kertas cadangan perniagaan jan 2019
Cadangan kertas cadangan perniagaan jan 2019Cadangan kertas cadangan perniagaan jan 2019
Cadangan kertas cadangan perniagaan jan 2019
 
Kertas kerja ekspedisi_ledang.
Kertas kerja ekspedisi_ledang.Kertas kerja ekspedisi_ledang.
Kertas kerja ekspedisi_ledang.
 
Bagaimana meraih kebahgiaan
Bagaimana meraih kebahgiaanBagaimana meraih kebahgiaan
Bagaimana meraih kebahgiaan
 
Pengenalan kpd cssu &amp; prinsip2 pensterilan new
Pengenalan kpd cssu &amp; prinsip2 pensterilan newPengenalan kpd cssu &amp; prinsip2 pensterilan new
Pengenalan kpd cssu &amp; prinsip2 pensterilan new
 
Bab1
Bab1Bab1
Bab1
 

Nota ms access 2007

  • 1. By Denise Etheridge You can use this free online tutorial to learn Microsoft Access 2007.Click here to start the tutorial. Lesson 1: Getting Familiar with Microsoft Access 2007 for Windows Microsoft Access is a database software package. A database is an organized collection of records. Telephone and address books are examples of paper databases. With Access, you can create a computerized database. For example, you can use Access to organize the students who attend a school, the courses they take, and the instructors who teach them. After you create an Access database, you can search it, manipulate it, and extract information from it. This lesson introduces you to Access windows and teaches you how to create a database.  Getting Started  Understanding Security  The Navigation Pane  The Microsoft Office Button  The Quick Access Toolbar  The Title Bar  The Ribbon  Access Objects  Change Views  Close a Database and Exit Access  Create a Database  Create a Blank Database Lesson 2: Creating Microsoft Access Tables Tables are the foundation of an Access database. Access stores data in tables. This lesson teaches you how to create a table, add fields to a table, assign data types to fields, and set field properties.  Understanding Tables  Name and Save a Table  Understanding Data Types  Explicitly Assign Data Types and Formats  Understanding Design View  Create a Lookup Column Lesson 3: Working with Microsoft Access Tables After you create an Access table, you can modify it, enter data into it manually or import data from somewhere else, such as Excel. This lesson teaches you how to modify a table and enter data.
  • 2.  Enter Records  Import a Table into Access from Excel  Modify a Table  Move around a Table  Select Columns and Rows  Delete a Record  Resize a Column or Row Lesson 4: Sorting, Filtering, and Creating Relationships You can sort Access data so you can view records in the order you want to view them, and you can filter data so you only see the records you want to see. This lesson teaches you how to sort and filter an Access table. Access data is stored in multiple tables. Relationships join tables together so you can work with the data from multiple tables. This lesson also teaches you how to create relationships.  Sort a Table  Filter a Table  Apply a Specialized Filter  Hide Columns  Freeze Columns  Format a Table  Compute Totals  Find and Replace  Create Relationships Lesson 5: Creating Microsoft Access Queries You can use a query to view a subset of your data or to answer questions about your data. For example, if you want to view a list of student names and email addresses, but you do not want to see addresses and other data, you can create a query that displays the student’s first name, last name, and email address only. Alternatively, if you want to know which students live in DE, you can restrict your list to those students. This lesson teaches you how to create a query.  Open Tables or Queries in Query Design View  Display All Records and All Fields  Change from Datasheet View to Query Design View  Retrieve a Single Column  Retrieve Multiple Columns  Sort a Query  Sort Multiple Columns in a Query  Retrieve Specific Records  Apply Multiple Criteria  Create a Query That Uses Two or More Tables  Save a Query
  • 3.  Modify a Query  Use a Query to Make a Table  Create a Parameter Query Lesson 6: Creating Forms Access forms are much like paper forms: you can use them to enter, edit, or display data. They are based on tables. When using a form, you can choose the format, the arrangement, and which fields you want to display. This lesson teaches you how to create forms.  Using the Form Button  Create a Split Form  Create a Multiple Items Form  Modify a Form Lesson 7: Creating Reports Reports organize and summarize data for viewing online or for printing. A detail report displays all of the selected records. You can include summary data such as totals, counts, and percentages in a detail report. A summary report does not list the selected records but instead summarizes the data and presents totals, counts, percentages, or other summary data only. Access has several report generation tools that you can use to create both detail and summary reports quickly. This lesson teaches you how to create reports.  Use the Report Button  Use the Report Wizard  Modify a Report  Create Mailing Labels  Print a Report Lesson 1: Getting Familiar with Microsoft Access 2007 for Windows Microsoft Access is a database software package. A database is an organized collection of records. Telephone and address books are examples of paper databases. With Access, you can create a computerized database. For example, you can use Access to organize the students who attend a school, the courses they take, and the instructors who teach them. After you create an Access database, you can search it, manipulate it, and extract information from it. This lesson introduces you to Access windows and teaches you how to create a database. Getting Started You use windows to interact with Access. To begin, start Access 2007. You screen will look similar to the one shown here.
  • 4. Northwind is a sample database you can download from the Microsoft website. I will use the Northwind database to introduce you to Access windows. If the Northwind database is already on your system, open it, otherwise download it and then open it. To open Northwind: 1. Click the Microsoft Office button. A menu appears. 2. Click Open. The Open dialog box appears. 3. Locate the Northwind database. 4. Click the Open button. Access opens the Northwind database. To download Northwind, connect to the Internet and then follow these steps:
  • 5. 1. Click Sample. The Northwind 2007 icon appears in the center of the window. 2. Click the Northwind icon. 3. Click the Browse button. The File New Database window appears. 4. Locate the folder in which you want to save the Northwind database. 5. Click OK. The File New Database window closes. 6. Click Create. Access creates the Northwind database and opens it. Understanding Security It is possible for an Access database to contain malicious code, such as a computer virus. Access has security settings that disable code and display a security warning when you open a database. If you know a database is trustworthy, you can perform the following steps to enable it. You may need to enable the Northwind database. To enable a database:
  • 6. 1. Click the Options button. The Microsoft Office Security Options dialog box appears. 2. Click Enable This Content. 3. Click OK. Access enables the content. If you are enabling the Northwind database, the Login dialog box appears. 4. Click Login. Access opens the Northwind database. If you know a database is safe, you can store it in a trusted location. Databases stored in trusted locations do not require you to enable security. To create a trusted location: 1. Click the Microsoft Office button. A menu appears. 2. Click Access Options in the bottom-right corner. The Access Options pane appears. 3. Click Trust Center. 4. Click Trust Center Settings.
  • 7. 5. Click Trusted Locations. 6. Click Add New Locations. The Microsoft Office Trusted Location dialog box appears. 7. Enter the path to the location you want to trust, or click Browse to locate the folder. 8. If you want to trust subfolders, select The Subfolders Of This Location Are Also Trusted. 9. Click OK. The location is now a trusted location. 10. Click OK again. 11. Click OK. You have created a trusted location. The Navigation Pane The Access window used in this example has been set up to make it easier to explain. This section shows you how to set up your window so that it matches the example. If you are not already logged in to Northwind, click the Login button. An Access database consists of the following objects: tables, queries, forms, reports, macros, and modules. The Navigation pane displays the objects in a database. To manipulate the Navigation pane:  Click the double right-arrows to open it. The arrows change to double left-arrows .  Click the double left-arrows to close it. The arrows change to double right-arrows .
  • 8. In this example, the objects are organized by type, which is not the default setting. You may want to organize the objects in your database by type also. You can use the down-arrow on the top of the Navigation pane to change the manner in which objects are organized. To organize objects by type: 1. Click the All Access Objects button on the Navigation pane. A menu appears. 2. Click Object Type. Access displays the objects in the database by type. The Access window with the Northwind database open is shown here. Note: Your window probably does not look exactly like the one shown. In Access 2007, the window display depends on the size of the window, the size of your monitor, and the resolution to which your monitor is set. Resolution determines how much information your computer monitor can display. If you use a low resolution, you can fit less information on your screen, but the size of your text and images are larger. If you use a high resolution, you can fit more information on your screen, but the size of the text and images are smaller. Also, you can use settings in Access 2007, Windows Vista, and Windows XP to change the color and style of your windows. The Microsoft Office Button
  • 9. In the upper-left corner of the Access window is the Microsoft Office button. When you click the button, a menu appears. You can use the menu to create a new file, open an existing file, save a file, and perform many other tasks. The Quick Access Toolbar Next to the Microsoft Office button is the Quick Access toolbar. The Quick Access toolbar provides you with access to commands you frequently use. By default, Save, Undo, and Redo appear on the Quick Access toolbar. You use Save to save an object, Undo to roll back an action you have taken, and Redo to reapply an action you have rolled back. The Title Bar The Title bar is located at the top in the center of the Access window. The Title bar displays the name of the database on which you are currently working. The Ribbon You use commands to tell Access what to do. In Access 2007, you use the Ribbon to issue commands. The Ribbon is located near the top of the Access window, below the Quick Access toolbar. At the top of the Ribbon are several tabs; clicking a tab displays related command groups. Within each group are related command buttons. You click buttons to issue commands or to access menus and dialog boxes. You may also find a dialog box launcher in the bottom-right corner of a group. When you click the dialog box launcher , a dialog box makes additional commands available. Access Objects
  • 10. To view or hide the objects on the Navigation pane:  You click the double down-arrows to view objects. The double down-arrows change to double up-arrows .  You click the double up-arrows to hide objects. The double up-arrows change to double down-arrows . As stated earlier, the Navigation pane stores the objects in your database: tables, queries, forms, reports, macros, and modules. Objects always display with an icon to the right. The icon tells you the object type: table, query, form, report, macro, and module. Objects Tables In Access, data is stored in tables. A table is a set of columns and rows, with each column referred to as a field. Each value in a field represents a single type of data. Each row of a table is referred to as a record. Queries You use queries to retrieve specific data from your database and to answer questions about your data. For example, you can use a query to find the names of the employees in your database who live in a particular state. Forms Forms give you the ability to choose the format and arrangement of fields. You can use a form to enter, edit, and display data. Reports Reports organize or summarize your data so you can print it or view it onscreen. You often use reports when you want to analyze your data or present your data to others. Macros Macros give you the ability to automate tasks. You can use a macro to add functionality to a form, report, or control. Modules Like macros, modules give you the ability to automate tasks and add functionality to a form, report, or control. Macros are created by choosing from a list of macro actions, whereas modules are written in Visual Basic for Applications.
  • 11. You double-click an object to open the object. You right-click an object to view a menu of options. You can use the menu to do such things as open objects, rename objects, and delete objects. Objects that are open appear on tabs. Right-click a tab to view a menu of options you can perform, such as save the object, close the object, or change the view. Change Views A view is a way of looking at an object. For example, in Access, data is stored in tables. Two of the possible ways you can view a table are Datasheet view and Design view. You can see the data contained in a table in Datasheet view. You can see the design of a table in Design view. When you open an object, buttons appear in the lower-right corner of the Access window. You can use the View button on the Home tab to change views, or you can click the proper button in the lower-right corner of the window. Close a Database and Exit Access This completes the introduction to Access using the Northwind database. The following describes how you close a database and exit Access. To close a database:
  • 12. 1. Click the Microsoft Office button. A menu appears. 2. Click Close Database. Access closes the database. To exit Access: 1. Click the Microsoft Office button. A menu appears. 2. Click Exit Access. You exit Access. Create a Database When you start Access, the Getting Started With Microsoft Office Access screen appears. You can use this screen to create a database. Within a database, you can do such things as enter data, create reports, and retrieve data. You can create a blank database or you can use one of the templates provided by Microsoft. When you use a template, Access creates forms you can use to enter data, reports you can use to retrieve data, and more. You can modify the forms, reports, and other objects to suit your needs. This tutorial will teach you how. The following templates are included with Access: Assets, Contacts, Events, Faculty, Issues, Marketing Projects, Projects, Sales Pipeline, Students, and Tasks. Other templates are available online. Each template creates a database related to the title. For example, the Faculty template creates a faculty database that includes tables, queries, forms, and reports related to faculty. In Access, you use tables to store data, queries to retrieve data, forms to enter data, and reports to display data. To use a template to create a database:
  • 13. 1. Start Access. The Getting Started With Microsoft Office Access screen appears. 2. Click Local Templates. Icons representing local templates appear in the center of the window. 3. Click the icon for the template you want to use. 4. Click the Browse button. The File New Database window appears. 5. Locate the folder in which you want to store your database. 6. Click OK. 7. Click Create. Access creates and opens your database. 8. Open the Navigation pane. Access displays the tables, queries, forms, reports and other objects related to the database you selected. You may wish to display the objects by type. How do I create a database based on the templates that are found online? Online templates fall into the following categories: Business, Education, Personal, and Non-profit. To create a database based on one of these templates: 1. Start Access. The Getting Started With Microsoft Office Access screen appears. 2. Make sure you are connected to the Internet. 3. Click the category for the template you want to create. Icons representing Internet templates appear in the center of the window. 4. Click the icon for the template you want to use to create your database.
  • 14. 5. Click the Browse button . 6. Locate the folder in which you want to store your database. 7. Click Download. Access prompts you. 8. Click Continue. Access downloads and opens your database. 9. Open the Navigation pane. Access displays the tables, queries, forms, reports, and other objects related to your database. How do I open an existing database? 1. Click the Office button. A menu appears. 2. Click Open. 3. Locate the folder in which you stored your database. 4. Click the database name. 5. Click Open. Access opens the database. Tip: You can also open an existing database by pressing Ctrl-O and then following steps 3 through 5. Create a Blank Database A blank database is a database with nothing in it. You must create all the tables, forms, reports, queries, and so on. If you cannot find a template that suits your needs, create a blank database. After you create the database, Access opens to a datasheet and makes available the tools you need to create objects. Creating tables is the first step in building a database. You will learn more about creating tables in the next lesson. To create a blank database:
  • 15. 1. Start Access. 2. Click Blank Database. 3. Type the name you want to give your database in the File Name field. Access will automatically append .accdb to the name. 4. Click the Browse button. The File New Database window appears. 5. Locate the folder in which you want to store your database. Note that the name of the file appears in the File Name field. 6. Click OK. 7. Click the Create button. Access creates the database and opens a datasheet with the Table Tools available to you. Note the Table Tools in the upper-right portion of the Ribbon. What is a Datasheet? In Access, data is stored in tables. A datasheet displays the information stored in a table in columns and rows. The columns are called fields and the rows are called records. You can use a datasheet to create a table, enter data, retrieve data, and perform other tasks. Lesson 2: Creating Microsoft Access Tables Tables are the foundation of an Access database. Access stores data in tables. This lesson teaches you how to create a table, add fields to a table, assign data types to fields, and set field properties.
  • 16. Understanding Tables A table is a set of columns and rows. Each column is called a field. Within a table, each field must be given a name and no two fields can have the same name. Each value in a field represents a single category of data. For example, a table might have three fields: Last Name, First Name, and Phone Number. The table consists of three columns: one for last name, one for first name, and one for phone number. In every row of the table, the Last Name field contains the last name, the First Name field contains the first name, and the Phone Number field contains the phone number. Each row in a table is called a record. All of the data in a table should refer to the same subject. For example, all of the data in the Employees table should refer to employees, all of the data in the Students table should refer to students, and all of the data in the Courses table should refer to courses. You can view an Access database as a collection of related tables. For example, in a database that contains tables for Employees, Students, and Courses, the Employees table lists the employees, the Students table lists students, and the Courses table lists the courses students can take. After Access creates a blank database, it opens in Datasheet view and makes available the tools you need to create a table. Datasheet view displays a table as a set of columns and rows. When you view a blank database for the first time in Datasheet view, you see a column named ID. This column is by default the primary key field. A primary key is a field or combination of fields that uniquely identify each record in a table. No two records in a table should have the same values in every field. For example, the following should not occur in a table. Last Name First Name City Smith John Jonestown Smith John Jonestown
  • 17. In the real world, it is possible to have two people from the same city with the same first and last name. In cases like this, you can use the ID field as the primary key field and use it to make each record unique. The ID field has a data type of AutoNumber; as a result, Access automatically creates a unique number for each record in the database. The resulting table will look like the one shown here. ID Last Name First Name City 1 Smith John Jonestown 2 Smith John Jonestown Access provides several methods for creating a table. One method is to use the Rename option with the Add New Field column label to give each column the field name you want it to have and then to type or paste your data into the table. Field names can include letters, numbers, and spaces and can be up to 64 characters long. When choosing a field name, try to keep it short. When you save your table for the first time, Access gives you the opportunity to name your table. Each table name must be unique; hence, two tables in the same database cannot have the same name. The table name should describe the data in the table; can consist of letters, numbers, and spaces; and can be up to 64 characters long. When choosing a table name, try to keep it short. You can save a table by clicking the Save button on the Quick Access toolbar or by right-clicking the Tables tab and then choosing Save from the menu that appears. To add fields to a table: 1. Click the Add New Field column label. 2. Activate the Datasheet tab. 3. Click Rename in the Fields & Columns group. 4. Type the field name. 5. Press Enter. Access creates the field. 6. Type the next field name. Access creates the field. Continue until you have created all of the fields in your table. 7. Press Enter without entering a field name to end your entries.
  • 18. Or 1. Right-click the Add New Field column label. A menu appears. 2. Click Rename Column. 3. Type the field name. 4. Press Enter. Access creates the field. 5. Type the next field name. Access creates the field. Continue until you have created all of the fields in your table. Name and Save a Table After you create a table, you must name and save it. To name and save a table: 1. Click the Save button on the Quick Access toolbar. The Save As dialog box appears. 2. Type the name you want to give your table. 3. Click OK. Access names your table. Tip: You can use the Rename option at any time to rename any column. For example, you can rename the ID column Employee ID. Understanding Data Types In Access, you use data types to specify the type of data each field can capture. A field with a data type of text can store alphabetic characters and numbers. Generally speaking, you cannot perform mathematical calculations by using a text field. For example, you can use a text field to store a street address. Unless you do some manipulation, you cannot use the numbers in the street address in mathematical calculations. You will not be able to sum or average the numbers in an address field, which is fine, because you probably do not want to. Alternatively, you can assign a Test Score field a data type of Number. You can enter numbers into the field and then average,
  • 19. sum, or perform other calculations with the numbers. However, you cannot enter an alphabetic character in a number field. Data Types Data Type Use Notes Text Alphanumeric data. Use for text and for numbers that are not used in mathematical calculations. Use for names, addresses, and other relatively short pieces of text. Can store up to 255 characters. . Memo Long text. Use for long pieces of text, such as notes and long descriptions. Can store up to 64,000 characters. Number Numeric data. Use for numbers you want to use in mathematical calculations. If you are working with currency, use the currency type. Date/Time Use for dates and times. Currency Use for currency. Prevents rounding during calculation. AutoNumber Unique sequential numbers or random numbers automatically inserted when you create a record. Use to create a primary key. Yes/No Logical data. Use when only one of two values is valid. Yes/No, True/False, etc. Hyperlink Use to store hyperlinks. Attachment Use to store attachments. OLE Object Use to attach an OLE object such as a Word document, Excel spreadsheet, or PowerPoint presentation. After you create the fields for a table, you can enter data by typing in each field. As you type, Access assigns a data type to each field based on your entry.
  • 20. Assigned Data Types Sample Entry Data Type Assigned Smith Text http://www.website.com Hyperlink 10000 Number, Long Integer 10,000 Number, Long Integer 10,000.99 Number, Double 10000.999 Number, Double 01/01/2009 Date/Time The date and time formats recognized are those of your user locale. January 1, 2009 Date/Time 12:10:33 Date/Time 12:30 am Date/Time 16:50 Date/Time 100.50 Number, Double 25.00% Number, Double 1.23E+02 Number, Double Explicitly Assign Data Types and Formats You may want to change the data type Access assigned to a field, or you may want to explicitly assign a data type to each field. You can do so by choosing the Datasheet tab and then selecting the proper option in the Data Type field in the Data Type & Formatting group. Some data types allow you to select the formatting you want. By formatting, you determine how data in a field displays. For example, if you choose a data type of number and a format of Euro, any number you enter will appear with a Euro sign in front. Windows regional settings enable you to display information such as dates, times, and currency that match the standards or language used in the country in which you live. For example, if you live in the United States, the currency setting uses a dollar sign. Regional Settings for English (United States) Number 123,456,789.00 Currency $123,456,789.00
  • 21. Time 3:39:44 PM Short Date 7/28/2008 Long Date Monday, July 28, 2008 Use the Windows Control panel’s Regional and Language options to view or change regional settings. Data Types Data Type Format How Numbers Display Number General Number As typed. Currency Uses thousands separator. Follows regional settings. Euro Uses currency format with Euro symbol. Fixed Displays at least one digit. Follows regional settings. Standard Uses thousands separator. Follows regional setting. Percent Converts entry to percent. Scientific Uses scientific notation. Currency General Number As typed. Currency Uses thousands separator. Follows regional settings. Euro Uses currency format with Euro symbol. Fixed Displays at least one digit. Follows regional settings. Standard Uses thousands separator. Follows regional setting. Percent Converts entry to percent. Scientific Uses scientific notation. Date/Time General Date Date values display as numbers and time values as hours, minutes, and seconds followed by AM or PM. Follows regional settings.
  • 22. Long Date Uses the Long Date format specified in your Windows regional settings. Medium Date Uses dd/mmm/yy, using the date separator specified in your Windows regional settings. Short Date Uses the Short Date format specified in your Windows regional settings. Long Time Uses hours, minutes, and seconds followed by AM or PM. Uses the separator specified in the Time setting in your Windows regional settings. Medium Time Displays hours and minutes followed by AM or PM. Uses the separator specified in the Time setting in your Windows regional settings. Short Time Uses hours and minutes. Uses the separator specified in the Time setting in your Windows regional settings. Yes/No Yes/No True/False On/Off To explicitly assign a data type or format to a field: 1. Click the field label for the field to which you want to assign a data type. 2. Activate the Datasheet tab. 3. Click the down-arrow next to the Data Type field and then choose a data type. 4. Click the down-arrow next to the Format field and then choose a format. Access assigns a data type and format to the field you selected.
  • 23. Tip: If you want every record in a field to be unique, check the Unique box on the Datasheet tab in the Data Type & Formatting group. If you do not want the user to leave a field blank, check the Is Required box. Tip: In the Data Type & Formatting group, there are several formatting options you can apply to numbers. If you want to use the Currency format, click the Currency button ; if you want to use the Percent format, click the Percent button ; if you want to use a Comma number format, click the Comma button ; or if you want to increase or decrease the number of decimal place, click the Increase Decimal or Decrease Decimal button . Tip: You can create a new table at any time by activating the Create tab and then clicking Table. Understanding Design View Access provides several ways to view the objects in your database. You can use Design view to create or modify an Access table. You can use the View button on the Home tab or the Table Design button on the Create tab to change to Design view. Using Design view is the preferred method for creating a table because it provides you with the most options and enables you to precisely define your table. In addition to selecting a data type, you can set all of the following options in Design view. Design View Options Field Property Data Type Comments Field Size Text Enables you to restrict the number of characters stored in a text field to 0 to 255 characters. The default is 255. Number Enables you to select the type of number stored in a field. Number Types Values Stored Byte 0 to 255. (No fractions) Decimal –9.999... x 1027 through +9.999... x 1027 Integer –32,768 to +32,767 (No fractions)
  • 24. Long Integer –2,147,483,648 to +2,147,483,647 Single –3.4 x 1038 to +3.4 x 1038 numeric floating point values. Up to seven significant digits. Double –1.797 x 10308 to +1.797 x 10308 1038 numeric floating point values. Up to fifteen significant digits. Replication ID Globally Unique Identifier (GUID). Used by Access to establish a unique identifier for replication. Format Number Determines how numbers display. When you use the currency, fixed, standard, and percent formats. Access follows the settings specified in Regional Settings in the Windows Control Panel for negative amounts, decimal and currency symbols, and decimal places. Currency Number General Number Displays as typed. Currency Uses thousands separator. Follows regional setting. Euro Uses currency format with Euro symbol. Fixed Displays one digit. Follows regional settings. Standard Uses thousands separator. Follows regional settings. Percent Converts entry to percent. Scientific Uses scientific notation. Date/Time General Date Displays date and time. Example: 01/02/99, 06:28:21 PM Long Date Displays Day of Week and Date: Example: Saturday, January 02, 1999 Medium Date Example: 02-Jan-99 Short Date Example: 01/02/99 Long Time Example: 6:28:21 PM Medium Time Example: 6:28 PM
  • 25. Short Time Example: 18:28 Text and Memo @ Text character required. & Text character not required. < Changes all characters to lowercase. > Changes all characters to uppercase. Yes/No Yes/No If the Lookup Display Control is a text box, displays Yes/No. True/False If the Lookup Display Control is a text box, displays True/False. On/Off If the Lookup Display Control is a text box, displays On/Off. Decimal Places Determines number of decimal places Access displays. Auto. Number of decimals displayed depends on the format setting. 0–15. Used with format property. Determines the number of digits that display to the right of the decimal point. Input Mask Special characters used to control the values the user can input. Caption Field name displayed on forms. Default Value Sets the value that appears in the field by default when a record is created. Validation Rule Sets the requirements for user input. Validation Text Text for error messages that are sent when validation rules are broken. Required Specifies whether the field is required or not. Yes: Required No: Not Required Allow Zero Length Determines whether a zero-length field is a valid entry. Yes: Is valid No: Not valid Index Specifies whether an index should be created in a field. Indexes speed up Yes: Create index. No: Do not create index.
  • 26. queries. To use Design view to create a new table: 1. Activate the Create tab. 2. Click Table Design in the Tables group. Access changes to Design view and the Table Tools become available. 3. Type the first field name in the Field Name field. 4. Press the Tab key. 5. Click the down-arrow that appears when you click in the Data Type field and then select a data type. 6. Click Primary Key if the column you created is a primary key. A small key appears next to the field name. 7. Press the Tab key. 8. Type a description. The description is optional. 9. Press the Tab key. Access moves to the Field Name field. 10. Repeat steps 3 through 10 until you have created all of your fields. To set field properties:
  • 27. 1. Click the field for which you want to set the field properties. 2. Activate the General tab in the Field Properties area. 3. Set the properties you want to set. 4. Repeat steps 1 through 3 until you have set all the properties for all fields. You can use Design view to create or modify a table. After you finish the task, you must save the table by clicking the Save button on the Quick Access toolbar. 1. Click the Save button on the Quick Access toolbar. Access saves the table unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. 2. Type the name you want to give your table. 3. Click OK. Access saves the table. You can now access the table by using the Navigation pane.
  • 28. What are views? Views are different ways of looking at the same object. Tables have four views: Datasheet view, Pivot Table view, Pivot Chart view, and Design view. You use Datasheet view to create a table, edit data, or view data; Pivot Table view to create a pivot table; Pivot Chart view to create a pivot chart; and Design view to create a table or modify an existing table. To change the view: 1. Activate the Home tab. 2. Click the down-arrow under the View button. A menu appears. 3. Click the view you want. Access changes to the view you chose. Tip: You can also use a template to create a table. Access has several templates from which you can choose. When using a template, you create the table and then modify it to suit your needs. 1. Activate the Create tab. 2. Click the Table Templates button in the Tables group. A menu appears. 3. Click the template you want to use. Access creates a table based on the template. Create a Lookup Column If a field can contain a finite list of values, you can create a Lookup Column and users can select the value they want from a list. For example, if the employees at a school can only work in one of the following departments: Administration, Computer Science, English, History, or Math. You can create a table Departments table that lists the departments and then use the list in the Employee table to assign each employee to a department. Departments Department ID Department Primary Key 1 Administration 2 Computer Science 3 English 4 History 5 Math
  • 29. Access has a wizard to help you create lookup columns. Creating a Lookup column creates a relationship between two tables. See the section Create Relationships in Lesson 3 to learn more about relationships. To use the Lookup Wizard to create a lookup column: Open the Lookup Wizard 1. Open the table to which you want to add a lookup column. 2. Click the field label for the field before which you want to add a lookup column. 3. Activate the Datasheet tab. (You must be in Datasheet view.) 4. Click the Lookup Column button in the Fields & Columns group. The Lookup Wizard appears. 5. Make sure the radio button next to “I want the lookup column to look up the values in a table or query.” is selected. 6. Click Next. The Lookup Wizard moves to the next page. Select your table or query A lookup column can be based on a table, a query, or a list of values you type. If you base your lookup column on a table or query, you must create the table or query before creating the lookup column. A query is a list of rows and columns based on one or more tables. A query only displays the rows and columns you specify.
  • 30. 1. Click a radio button to select what you want to base your lookup column on. Choose from Tables, Queries, or Both. 2. Click to select the table or query you want. 3. Click Next. The Lookup Wizard moves to the next page. Select fields You choose the fields you want to appear in your lookup column. Be sure to include the primary key. 1. Click the field you want. 2. Click the single right-arrow button . Access places the field in the Selected Fields column. Repeat this process to select additional fields. If you want all the fields in the table, click the double right-arrow button . Note: Use the single left-arrow and the double left-arrows to deselect fields. 3. Click Next. The Lookup Wizard moves to the next page.
  • 31. Sort fields The Lookup Wizard allows you to sort the records in a lookup column. You can display records in order, either ascending (alphabetical from A to Z, lowest number to highest number, earliest date to latest date) or descending (alphabetical from Z to A, highest number to lowest number, latest date to earliest date). You can also sort within a sort. For example, you can sort by state and then within each state by city, and then within each city by street address. If you are creating a sort within a sort, create the highest level sort on line one, the next level sort on line two, and so on. In the state, city, and street address example, you create the state on line one, the city on line two, and the street address on line three. 1. Click the down-arrow and then select the field you want to sort by. 2. Click to select a sort direction (the button toggles between ascending and descending). You can sort within a sort for up to four levels. 3. Click Next. The Lookup Wizard moves to the next page. Adjust column widths A key column is the column that connects one table or query to another table or query. For example, you can use the Department ID field in the Employees table and the Department ID field in the Departments table to connect the two tables. You may, however, want to display the name of the department when you view the table but not the department ID; if so, leave the Hide Key Column box checked.
  • 32. 1. Deselect Hide Key Column, if you wish. 2. Adjust the column widths by dragging or double-clicking the right vertical border for the column. 3. Click Next. The Lookup Wizard moves to the next page. Specify the Key Field (if you deselected Hide Key Column) A key field is a field that uniquely identifies a record. If you deselected Hide Key column, you must tell Access which field is the key field. 1. Click the key field. 2. Click Next. The Lookup Wizard moves to the next page. Name the column
  • 33. Field names appear at the top of each column. On this page of the Wizard you tell Access what you want to name your lookup column. In Access 2007, multiple values can appear in a field; click the Allow Multiple Values checkbox if you want to allow multiple values. 1. Type the name you want to give the column. 2. Click if you want to allow multiple values in the field. 3. Click Finish. Access creates the lookup column. How do I create a lookup column by typing a list? 1. Activate the Datasheet tab. (These instructions assume you are in the Datasheet view.) 2. Click the Lookup Column button in the Fields & Columns group. The Lookup Wizard appears. 3. Click the radio button next to “I will type the values I want.” 4. Click Next. The Lookup Wizard moves to the next page. 5. Type the number of Columns you want in the Number Of Columns field. 6. Type the values you want under the column heading. 7. Click Next. The Lookup Wizard moves to the next page. 8. Type the column label you want. 9. Click Finish. Access creates a lookup column based on your list. Lesson 3: Working with Microsoft Access Tables After you create an Access table, you can modify it, enter data into it manually or import data from somewhere else, such as Excel. This lesson teaches you how to modify a table and enter data. Enter Records
  • 34. After you have created a table, you can enter data into it. To enter data into an AutoNumber field:  Press the Tab key. When you make an entry into another field in the record, Access will automatically make an entry into the AutoNumber field. To enter data into fields that have a lookup list: 1. Click the down-arrow that appears when you click in the field. 2. Click to select the entry you want. 3. Press the Tab key. To enter data into a Yes/No field:  Click the checkbox for Yes; leave the checkbox unchecked for No. To add an attachment to an attachment field:
  • 35. 1. Double-click in the attachment field. The Attachments dialog box appears. 2. Click Add. The Choose File dialog box appears. 3. Click the file you want to add. 4. Click Open. The Choose File dialog box closes. 5. Click OK. Access attaches the file. Note: You can attach multiple files to a single attachment field. To enter data into a date field:
  • 36.  Type the date. Or  Select the date from the calendar that appears to the left of the field when you click in the field. You click the calendar to open it. Use the left-arrow at the top of the calendar to move to the previous month; use the right-arrow at the top of the calendar to move to the next month. When you reach the proper month, click the proper date. To add data to an OLE Object field: An OLE object is an object such as a Word document or an Excel Spreadsheet. 1. Right-click in the field. A menu appears. 2. Click Insert Object. The Microsoft Office Access dialog box appears. Create New:
  • 37. 3. Click the Create New radio button if you want to create a new object. a. Click the object type you want to create. b. Click OK. Access opens the program for the object type you selected. You can create the object. c. Create the object and then close the program for the object type you selected. Access links to the object. Create From File: 3. Click the Create From File radio button if you want to use an existing file. a. Type the path to the file or click the Browse button and locate the file. b. Click OK. Access links to the object. To add data to other field types: For all other fields, type your entry and then press the Tab key. Import a Table into Access from Excel
  • 38. Excel organizes data into columns and rows. If you have data in Excel that you want to use in Access, you can import those columns and rows into Access by using the Excel Spreadsheet Wizard. To import data from Excel: Open the Excel Spreadsheet Wizard 1. Activate the External Data tab. 2. Click the Excel button in the Import group. The Get External Data – Excel Spreadsheet Wizard appears. 3. Click the Browse button. The File Open window appears. 4. Locate the spreadsheet you want to import. 5. Click the Open button. The path to the file you selected appears in the File Name field. 6. Click OK. Access moves to the next page. Choose the sheet or named range you want to import When importing from Excel, you can import an entire worksheet or a named range. To import a worksheet, click the Show Worksheets radio button and then click the worksheet you want. To import a named range, click the Show Named Ranges radio button and then click the named range you want.
  • 39. 1. Click Show Worksheets to import a worksheet, or click Show Named Ranges to import a named range. 2. Click the worksheet or named range you want to import. 3. Click Next. Access moves to the next page. Make the first row your field names When you create a worksheet in Excel, the first row can contain column headings. If this is the case, click First Row Contains Column Headings, otherwise click Next.
  • 40. 1. Click First Row Contains Column Headings if the first row of your Excel spreadsheet contains column headings. 2. Click Next. Access moves to the next page. Set data types Access attempts to assign the correct data type to each column. You can view the assignment made by Access and then make changes. An Index speeds up Access’s ability to search a column. You can use the Indexed field to assign an index. The Yes (Duplicates OK) option creates an index in which duplicate values in the field are allowed; the Yes (No Duplicates) option creates an index in which duplicate values in the field are not allowed. The primary key should be indexed and you should use the Yes (No Duplicates) option. You can also skip fields you do not want to import. 1. Click a column heading to select a column.
  • 41. a. Type the Access table’s column heading in the Field Name field. b. Choose a Data type. c. Indicate if the field should be indexed and, if so, select the type of index. d. Check the Do Not Import Field box for any column you do not want to import. 2. Click Next. Access moves to the next page. Choose a primary key You can let Access assign the primary key, choose the primary key yourself, or have no primary key by selecting the correct option on this page. 1. Click to choose the proper radio button. If you want Access to add the primary key, click Let Access Add Primary key. If you want to add the primary key, click Choose My Own Primary Key and then click the down-arrow and select the field you want to use as the key field. If you do not want to add a primary key, click No Primary Key. 2. Click Next. Access moves to the next page.
  • 42. Name your table 1. Type the name you want to give your table. 2. Click Finish. Access moves to the next page. 3. Click Close. Access imports the table. Modify a Table After you create a table, you may need to modify it. You can delete columns, insert columns, or move columns. Delete Columns The Delete option permanently deletes columns and all the data contained in them. You cannot undo a column delete. To delete columns:
  • 43. 1. Click and drag to select the columns you want to delete. 2. Activate the Datasheet tab. 3. Click Delete in the Fields & Columns group. A prompt appears. 4. Click Yes. Access deletes the columns you selected. Insert Columns The Insert option inserts a column before the selected column. To insert a column: 1. Click the column head of the column before which you want to insert a column.
  • 44. 2. Activate the Datasheet tab. 3. Click Insert in the Fields & Columns group. Access inserts a new column. Tip: If you right-click a column label, you can use the menu that appears to insert or delete columns. To delete a column: 1. Right-click the column head you want to delete. A menu appears. 2. Click Delete Column. To insert a column: 1. Right-click the column head before which you want to insert a column. A menu appears. 2. Click Insert Column. Move a Column You can use the Move option to move a column from one location to another. To move a column: 1. Move your mouse pointer over the horizontal line under the column label. Your mouse pointer turns into a four sided arrow. 2. Press your left mouse button 3. Click and drag the field to the new location. A dark line appears at the new location. 4. Release you left mouse button. Access moves the column. Move around a Table Access provides several methods for moving around a table. On the Home tab, there is a Go To button. When you click it, a menu of options appears. You can use the menu to go to the first, last, previous, or next record in your table. You can click the New option to add a new record. You can also use special keys and the navigation bar in Access to move around a table. The navigation bar appears at the bottom of the table. To use the Go To button to move around a table:
  • 45. 1. Activate the Home tab. 2. Click the Go To button in the Find group. A menu appears. 3. Click First to go to the first record, Previous to go to the previous record, Next to go to the next record, Last to go to the last record, or New to create a new record. Tip: You can also create a new record by choosing the Home tab and then clicking New in the Records group. To use keys to move around a table: Key to Press Action Tab Moves to the next field to the right. If you are in the last field in a record, moves you to the next record. If you are in the last record in a table, creates a new record. Left-Arrow Moves to the next field to the left. If you are in the first field in a record, moves you to the previous record. Shift+Tab Moves to the previous field. If you are in the first field in a record, moves you to the previous record. Right-Arrow Moves to the next field. If you are in the last field in a record, moves you to the next record. If you are in the last record in a
  • 46. table, creates a new record. Up-Arrow Moves you up one record. Down-Arrow Moves you down one record. Ctrl++ Creates a new record. To use the Navigation bar to move around a table: 1 Go to First Record 2 Go to Previous Record 3 The Current Record 4 Go to Next Record 5 Go to Last Record 6 Create a New (Blank) Record Select Columns and Rows Before you can perform an operation on a column or row, you must select it. To select a column, click the column head. To select several columns, click a column head and then drag. To select a row, click the blank area to the left of the row. To select several rows, click the blank area to the left of a row and then drag. To select the entire table, click the Select All button in the upper-left corner of the table.
  • 47.
  • 48. Delete a Record If enter a record by error, you can delete it. To delete a record: 1. Select the record you want to delete. 2. Activate the Home tab. 3. Click Delete in the Records group. A prompt appears. 4. Click the Yes button. Or  Select the record you want to delete.  Right-click. A menu appears.  Click Delete Record. A prompt appears.  Click the Yes button. Resize a Column or Row If all of the information in a column or row does not display, you may want to make the column or row larger. If you want to fit more information on the screen, you may want to make a column or row smaller. In either case, you can click and drag to increase or decrease column width or row height. To resize a column or row: 1. Place the cursor over the line that separates two columns or two rows. The cursor turns into a double-sided arrow. 2. Hold down the left mouse button and drag to increase or decrease the width of a column or the height of all of the rows. Lesson 4: Sorting, Filtering, and Creating Relationships You can sort Access data so you can view records in the order you want to view them, and you can filter data so you only see the records you want to see. This lesson teaches you how to sort and filter an Access table. Access data is stored in multiple tables. Relationships join tables together so you can work with the data from multiple tables. This lesson also teaches you how to create relationships. Sort a Table By sorting, you can put a column of information in alphabetical, numerical, or date order. You can sort in ascending order (alphabetical from A to Z, lowest number to highest number, earliest date to latest date) or descending order (alphabetical from Z to A, highest number to lowest
  • 49. number, latest date to earliest date). You can also sort within a sort. For example, you can sort by state and then sort within each state by city. When sorting within a sort, perform the innermost sort first. For example, if you are sorting by state and then city, sort the city first and then sort by state. To add a sort: 1. Click the column label for the column you want to sort. 2. Activate the Home tab. 3. Click the Ascending or Descending button in the Sort & Filter group. Access sorts the column in ascending or descending order. To remove a sort: 1. Activate the Home tab. 2. Click the Clear All Sorts button in the Sort & Filter group. Access clears all of the sorts you have applied. Filter a Table You can apply a filter to see only the records you want to see. For example, perhaps your database contains students from the states of DE, NJ, and PA and you only want to see the students from DE. You can filter your data so only DE students display. Each time you apply a filter to a column, it replaces any previous filter you applied to that column. For example, if you apply a filter so you only see students in DE, and later you apply a filter so you only see students in NJ, Access clears the DE filter and then applies the NJ filter. You can apply filters to multiple columns in the same table. For example, by applying a filter first to the State field and then to the Last Name field, you can see all of the students in the state of DE whose last names are Adams. To apply a filter:
  • 50. 1. Click the column label for the column you want to filter. 2. Activate the Home tab. 3. Click the Filter button. A menu appears. 4. Uncheck the items you do not want to appear, making sure only the items you want are checked. 5. Click OK. Access filters your data and displays the word Filtered at the bottom of the window.
  • 51. To remove a filter: 1. Activate the Home tab. 2. Click Advanced in the Sort & Filter group. A menu appears. 3. Click Clear All Filters. Access clears all the filters you have applied. Tip: After you apply a filter, you can use the Toggle Filter button to toggle the application of the filter on and off. Apply a Specialized Filter In addition to simply searching for a specific value, you can apply several specialized filters. For example, you can find all of the records that do not equal the value you specify or you can find all of the records that fall between two dates. The following are lists of specialized filters. Text Filters Equals Finds every record in the table where the field’s value equals the value you enter. Does Not Equal Finds every record in the table where the field’s value does not equal the value you enter.
  • 52. Begins With Finds every record in the table where the field’s value begins with the value you enter. Does Not Begin With Finds every record in the table where the field’s value does not begin with the value you enter. Contains Finds every record in the table where the field’s value contains the value you enter. Does Not Contain Finds every record in the table where the field’s value does not contain the value you enter. Ends With Finds every record in the table where the field’s value ends with the value you enter. Does Not End With Finds every record in the table where the field’s value does not end with the value you enter. Number Filters Equals Finds every record in the table where the field’s value equals the value you enter. Does Not Equal Finds every record in the table where the field’s value does not equal the value you enter. Less Than Finds every record in the table where the field’s value is less than the value you enter. Greater Than Finds every record in the table where the field’s value is greater than the value you enter. Between Finds every record in the table where the field’s value is between the values you enter.
  • 53. Date Filters Equals Finds every record in the table where the field’s value equals the date you enter. Does Not Equal Finds every record in the table where the field’s value does not equal the date you enter. Before Finds every record in the table where the field’s value is before the date you enter. Greater Than Finds every record in the table where the field’s value is greater than (comes after) the date you enter. Between Finds every record in the table where the field’s date is between the dates you enter. All Dates in a Period Finds every record in the table where the field’s date is in the period you enter. To apply a specialized filter: 1. Click the Last Name column label.
  • 54. 2. Activate the Home tab. 3. Click the Filter button. A menu appears. 4. Click the Text Filters option. A menu appears. 5. Click the option you want. A Custom Filter dialog box appears. 6. Enter the appropriate information. 7. Click OK. Access filters your data and displays the word Filtered at the bottom of the window. Hide Columns There may be times when you may not want to display a certain column or set of columns. In such cases, you can temporarily hide the column or columns from view. Later, if you want to display them column again, you can unhide them. To hide columns: 1. Select the columns you want to hide.
  • 55. 2. Activate the Home tab. 3. Click the More button in the Records group. A menu appears. 4. Click Hide Columns. Access hides the columns you selected. In the figure, the Birth Date, Street Address, City, State, and Zip fields are hidden. Or 1. Select the columns you want to hide. 2. Right-click. A menu appears. 3. Click Hide Columns. To unhide columns: 1. Activate the Home tab. 2. Click the More button in the Records group. A menu appears. 3. Click Unhide Columns. The Unique Columns dialog box appears. 4. Select the column you want to display. 5. Click Close. Access displays the columns you chose. or 1. Right-click any column label. A menu appears. 2. Click Unhide columns. 3. Select the columns you want to display. 4. Click the Close button. Access displays the columns you selected. Freeze Columns If your table has a large number of columns, you may want to freeze columns so the frozen columns stay in view as you scroll across the page. For example, if you have a Students table and you want the Student Number, First Name, and Last Name to remain onscreen as you scroll
  • 56. across the table, you can freeze the Student Number, First Name, and Last Name fields. When you freeze a column, Access moves it to the far left side of your table. If you want it to remain there, you must save the table. To freeze columns: 1. Select the columns you want to freeze. 2. Activate the Home tab. 3. Click the More button in the Records group. A menu appears. 4. Click Freeze. Access freezes the columns. As you scroll, the frozen columns remain stationary. To unfreeze columns: 1. Activate the Home tab. 2. Click the More button in the Records group. A menu appears. 3. Click Unfreeze. Access unfreezes the columns. Format a Table You can use the features in the Font group on the Home tab to apply a variety of formats to your table. Format a Table Button Function Apply a font to all of the data in a table. Apply a font size to all of the data in a table.
  • 57. Bold all of the data in a table. Italicize all of the data in a table. Underline all of the data in a table. Left-align a column. Right-align a column. Center a column. Change the font color. Change the background color. By default, the background color is white. Change the gridlines. Gridlines separate columns and rows. This option allows you to display gridlines for columns only (vertical), gridlines for rows only (horizontal), gridlines for both columns and rows, or no gridlines at all. Change the alternating color. For example, on a datasheet you can have every other row appear in an alternating color. To bold, italicize, or underline: 1. Place the cursor anywhere within the table. 2. Activate the Home tab. 3. Click the button for the format you want to apply. Access applies the format. To left-align, right-align, or center: 1. Place the cursor anywhere within the column you want to left-align, right-align, or center. 2. Activate the Home tab. 3. Click the button for the format you want to apply. Access applies the format. To change the font, font size, or gridlines:
  • 58. 1. Place the cursor anywhere within the table. 2. Activate the Home tab. 3. Click the down-arrow to the right of the option you want to apply. A menu appears. 4. Select the option you want. Access changes the font, font size, or gridlines. To change the font color, background color, or alternating color: 1. Place the cursor anywhere within the table. 2. Activate the Home tab. 3. Click the down-arrow to the right of the option you want to apply. A menu of colors appears. 4. Select the color you want. Access changes the font color or the alternating color. Compute Totals On the Home tab, you can use the Total button in the Records group to compute the sum, average, count, minimum, maximum, standard deviation, or variance of a number field; the count, average, maximum, or minimum of a date field; or the count of a text field. To compute totals: 1. Open the table or query for which you want to compute totals. 2. Activate the Home tab. 3. Click the Totals button in the Records group. A Total line appears at the bottom of the table or query. 4. Click on the Total line under the column you want to total. A down-arrow appears on the left side of the field. 5. Click the down-arrow and then choose the function you want to perform. Access performs the calculation and displays the results in the proper column on the Totals row.
  • 59. Find and Replace If you need to find a sequence of characters, a word, or a phrase in a table or field, you can use the Find command. In Access, the Find command has three options: You can find all instances in a table or field that match a sequence of characters, all instances that begin with a sequence of characters, or all instances that contain a sequence of characters. For example, you can find all students with the last name Smith, all students whose last name begins with S, or all instances of 08 anywhere in the field. After you find the word, phrase, or sequence of characters you are searching for, you can replace it with a new sequence of characters by executing the Replace command. To do a Find: 1. Place your cursor in the column you want to search. 2. Activate the Home tab. 3. Click the Find button in the Find group. The Find and Replace dialog box appears. 4. Activate the Find tab. 5. Type what you want to find in the Find What field. 6. Choose the name of the table you want to search in the Look In field if you want to search the entire table or select the field you selected in step 1 if you want to search that field. If you want to search another field, click in that field and then select it in the Look In field.
  • 60. 7. Choose Any Part Of Field if you want to search for your entry anywhere within a field, choose Whole Field if you want the field to match the sequence of characters you entered, or choose Start Of Field if you want the field to begin with a sequence of characters you entered. 8. Choose All in the Search field if you want to search the entire table, Up to search upward from your current location, or Down to search downward from your current location. 9. Click Find Next to begin your search. Access finds the first entry that matches your find criteria. Continue clicking Find Next to find additional matches. Note: If you want to find and replace, open the Find and Replace dialog box (follow steps 1 through 3) and then activate the Replace tab. In the Replace With field, enter the sequence of characters you want to use to replace what you find. Complete the other fields on the tab the same as you would if you were doing a Find. Click Find Next to find the first instance for which you are searching. Click Replace to replace that instance. Click Replace All to replace every instance. Create Relationships In Access, you store data in multiple tables and then use relationships to join the tables. After you have created relationships, you can use data from all of the related tables in a query, form, or report. A primary key is a field or combination of fields that uniquely identify each record in a table. A foreign key is a value in one table that must match the primary key in another table. You use primary keys and foreign keys to join tables together—in other words, you use primary keys and foreign keys to create relationships. There are two valid types of relationships: one-to-one and one-to-many. In a one-to-one relationship, for every occurrence of a value in table A, there can only be one matching occurrence of that value in table B, and for every occurrence of a value in table B, there can only be one matching occurrence of that value in table A. One-to-one relationships are rare because if there is a one-to-one relationship, the data is usually stored in a single table. However, a one-to-one relationship can occur when you want to store the information in a separate table for security reasons, when tables have a large number of fields, or for other reasons. In a one-to-many relationship, for every occurrence of a value in table A, there can be zero or more matching occurrences in table B, and for every one occurrence in table B, there can only be one matching occurrence in table A. When tables have a one-to-many relationship, the table with the one value is called the primary table and the table with the many values is called the related table. Referential integrity ensures that the validity of the relationship between two tables remains intact. It prohibits changes to the primary table that would invalidate an entry in the related table. For example, a school has students. Each student can make several payments, but each payment can only be from one student. The Students table is the primary table and the Payments table is the related table.
  • 61. Students Student ID Last Name First Name Primary Key 1 John Smith 2 Mark Adams 3 Valerie Kilm Payments Payment ID Student ID Amount Due Amount Paid Primary key Foreign key 1 1 500 500 2 2 700 300 3 3 500 250 4 2 400 300 5 3 250 250 If you delete Student ID 1 from the Students table, Student ID 1 is no longer valid in the Payments table. Referential integrity prevents you from deleting Student ID 1 from the Students table. Also, if the only valid Student IDs are 1, 2, and 3, referential integrity prevents you from entering a value of 4 in the Student ID field in the Payments table. A foreign key without a primary key reference is called an orphan. Referential integrity prevents you from creating orphans. To create relationships: 1. Close all tables and forms. (Right-click on the tab of any Object. A menu appears. Click Close All.) 2. Activate the Database Tools tab. 3. Click the Relationships button in the Show/Hide group. The Relationships window appears.
  • 62. 4. If anything appears in the relationships window, click the Clear Layout button in the Tools group. If you are prompted, click Yes. 5. Click the Show Table button in the Relationships group. The Show Table dialog box appears. 6. Activate the Tables tab if your relationships will be based on tables, activate the Queries tab if your relationships will be based on queries, or activate the Both tab if your relationships will be based on both. 7. Double-click each table or query you want to use to build a relationship. The tables appear in the Relationships window. 8. Click the Close button to close the Show Table dialog box. 9. Drag the Primary table’s primary key over the related table’s foreign key. After you drag the primary key to the related table’s box, the cursor changes to an arrow. Make sure the arrow points to the foreign key. The Edit Relationships Dialog box appears.
  • 63. 10. Click the Enforce Referential Integrity checkbox. 11. Click Create. Access creates a one-to-many relationship between the tables. 12. Click the Save button on the Quick Access toolbar to save the relationship. Tip: When you create a relationship, you can view the related table as a subdatasheet of the primary table. Open the primary table and click the plus (+) in the far left column. The plus sign turns into a minus (-) sign. If the Insert Subdatasheet dialog box opens, click the table you want to view as a subdatasheet and then click OK. Access displays the subdatasheet each time you click the plus sign in the far left column. Click the minus sign to hide the subdatasheet. Tip: After a relationship has been created between two tables, you must delete the relationship before you can make modifications to the fields on which the relationship is based. To delete a relationship: 1. Click the line that connects the tables. 2. Press the Delete key.
  • 64. Tip: When you create a lookup column, Access creates a relationship between the tables. Lesson 5: Creating Microsoft Access Queries You can use a query to view a subset of your data or to answer questions about your data. For example, if you want to view a list of student names and email addresses, but you do not want to see addresses and other data, you can create a query that displays the student’s first name, last name, and email address only. Alternatively, if you want to know which students live in DE, you can restrict your list to those students. This lesson teaches you how to create a query. Open Tables or Queries in Query Design View A query can be based on tables or on other queries. To create a query, you open the tables or queries on which you are going to base your query in Query Design view, and then use the options in Design view to create your query. You then click the Run button to display the results. You can save queries for later use. To open tables or queries in Query Design view: 1. Activate the Create tab. 2. Click the Query Design button in the Other group. The Show Table dialog box appears. 3. Activate the Tables tab if you want to base your query on tables, activate the Queries tab if you want base your query on queries or activate the Both tab if you want to base your query on both tables and queries. 4. Click to choose the table or query on which you want to base your query. 5. Click Add. The table appears in the window. a. Click to choose the next table or query on which you want to base your query.
  • 65. b. Continue clicking tables or queries until you have all the tables and queries you plan to use. 6. Click Close. Access changes to Query Design view. Display All Records and All Fields In Query Design view, each table has an option that allows you to display all of the fields and all of the records in a table. This option appears on the field line on the drop-down menu as the table name followed by a period and an asterisk (tablename.*). To display all records and all fields: 1. Open a table or query in Query Design view. 2. Click the down-arrow in the first field on the Field row and then select the tablename.* option. The table name appears on the table line. 3. Click the Run button. Access retrieves all of the fields and records for the table and displays them in Datasheet view.
  • 66. Change from Datasheet View to Query Design View After you run a query, you can easily change back to Query Design view and make modifications to your query or create a new query. To change to Query Design view: 1. Activate the Home tab. 2. Click the down-arrow below View in the Views group. A menu appears. 3. Click Design View. Access changes to Query Design view. You can modify your query.
  • 67. Tip: You can also click the Design button in the lower-right corner of the Access window to change to Design view. Retrieve a Single Column You can use an Access query to retrieve a single column of data. Instead of choosing the tablename.* option on the Field line in Query Design view, choose the name of the field you want to retrieve. To retrieve a single column: 1. Open a table or query in Query Design view. 2. Choose the field name you want to display in the field line. 3. Click the Run button. Access retrieves the column you chose.
  • 68. Retrieve Multiple Columns You can use an Access query to retrieve multiple columns of data. On the Field line in Query Design view, choose the field name of each field you want to retrieve in the order you want to retrieve them. To retrieve multiple columns:
  • 69. 1. Open a table or query in Query Design view. 2. Choose the field names you want to retrieve in the order you want to retrieve them. 3. Click the Run button. Access retrieves the columns you chose.
  • 70. Sort a Query When creating a query, you can sort the rows you retrieve in ascending or descending order by choosing the option you want on the Sort row in Query Design view. To perform a sort: 1. Open a table or query in Query Design view. 2. Choose the field names you want to retrieve in the order you want to retrieve them. 3. Under the field you want to sort, click the down-arrow and then choose Ascending or Descending. 4. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you specified.
  • 71. Sort Multiple Columns in a Query As you learned in the previous section, you can sort the rows your query returns. You can also create sorts within a sort. For example, you can sort by state and then within a state, you can sort by last name and then by first name. You specify the sort in the order you want the sort to occur. If you want to sort by state and then by last name within a state and then by first name within last name, you enter the sort in the following order: city, last name, first name. Your sort order may not agree with the order in which you want to display fields. In such a case, you can use fields that do not display to enter your sort order. To prevent a field from displaying, deselect the Show box on the Show row. To sort multiple columns:
  • 72. 1. Open a table or query in Query Design view. 2. Choose the field names you want to retrieve in the order you want to retrieve them. 3. Choose the field names you want to sort by in the order you want to sort. 4. Under the fields you want to sort by, choose Ascending or Descending. 5. Deselect the Show button for the columns you do not want to display. 6. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you specified.
  • 73. Retrieve Specific Records In the examples so far, you have been retrieving all of the records (rows) in your table. You can, however, specify which records you wish to retrieve. For example, you can retrieve only those students who live in DE, only the student whose student number is 5, or only those students whose birth date is 2/16/88. You use logical operators such as = (equal), <> (not equal), > (greater than), or < (less than) to restrict the records you retrieve. For example, if you only want to display students who live in DE, enter = "DE" in the State column on the Criteria line. Access will only retrieve records where the value in the State column is equal to DE. Selection criteria are not case-sensitive, so Access will retrieve records where the entry is DE, de, De, or dE. Logical Operators Operator Meaning Field Type Entry Format = Equal to Character Number Date = "DE" = 5 = #2/16/88# <> Not equal to Character Number Date <> "DE" <> 5 <> #2/16/88# > Greater than Character > "DE"
  • 74. Number Date > 5 > #2/16/88# >= Greater than or equal to Character Number Date > = "DE" > = 5 > = #2/16/88# < Less than Character Number Date < "DE" < 5 < #2/16/88# <= Less than or equal to Character Number Date <= "DE" <= 5 <= #2/16/88# In Equal to any item in a list Character Number Date In ("DE", "NJ") In (5, 9, 17) In (#2/16/88#, #2/3/90#, #12/15/88#) Not In Not equal to any item in a list Character Number Date Not In ("DE", "NJ") Not In (5, 9, 17) Not In (#2/16/88#, #2/3/90#, #12/15/88#) Between Between two values, greater than or equal to one and less than or equal to the other Character Number Date Between "C" And "F" Between 5 And 10 Between #1/1/88# And #12/31/88# Not Between Not between two values Character Number Date Not Between "C" And "F" Not Between 5 And 10 Not Between #1/1/88# And #12/31/88# Is Null The value is missing from the field Character Number Date Is Null Is Null Is Null Is Not Null The value is not missing from the field Character Number Date Is Not Null Is Not Null Is Not Null Like Like a specified pattern. * means any series of characters. ? means any single character. Character Number Date Like "S*" Like "1*" Not Applicable Not Like Not like a Character Like "S*"
  • 75. specified pattern. * means any series of characters. ? means many single character. Number Date Like "1*" Not Applicable When using the Like and Not Like criteria, where you place the asterisk(*) or question mark (?) determines the type of search Access performs. Like "Jo*" finds all records in the field that begin with Jo. It would find Jones, Johnson, and Jordan. Like "*son" finds all records in the field that end with son. It would find Stevenson, Jackson, and Peterson. Like "*456*" finds all records that contain 456 anywhere in the field. It would find 456123789, 123456789, and 123789456. The sequence Like "?en" finds all three character field entries where the second and third characters are en. It would find Ben, Len, and Jen. The sequence Like "Jo?" finds all three character field entries where the first and second characters are Jo. It would return Joe, Joy, and Jon. The sequence Like "T?m" finds all three character field entries where the first and third characters are T and m. It would return Tim, Tom, and Tam. To retrieve specific records: 1. Open a table or query in Query Design view. 2. Choose the field names you want to retrieve in the order you want to retrieve them. 3. Choose the field names you want to sort by in the order you want to sort.
  • 76. 4. Under the fields you want to sort by, choose Ascending or Descending. 5. Deselect the Show button for columns you do not want to display. 6. Enter your selection criteria on the Criteria line. 7. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you specified. Apply Multiple Criteria You can apply multiple criteria to the same table. If you place two criteria on the same line, Access will only retrieve records where both criteria are met. For example, if you want all records where the State is equal to "DE" and the Last Name is equal to Smith, you would set the State field to = "DE" and the Last Name field to = "Smith" and you would place both criteria on the same line. If you place one set of criteria on the Criteria line and the second set of criteria on the Or line, Access will retrieve records if either criteria are met. For example, you want all records where the State is equal to "DE" or the Last Name is equal to Smith. You would set the State field to = "DE" and the Last Name field to = "Smith" and you would place one set of criteria on the Criteria line and the other set of criteria on the Or line. Access will bring back all records where the state equals DE and all records where the Last Name is equal to Smith no matter what the State is. You can add additional and and or statements by using the lines below the Or line. For And clauses, place the criteria on the same line; for Or clauses, place the criteria on separate lines. To apply multiple criteria:
  • 77. 1. Open a table or query in Query Design view. 2. Choose the field names you want to retrieve in the order you want to retrieve them. 3. Choose the field names you want to sort by in the order you want to sort. 4. Under the fields you want to sort by, choose Ascending or Descending. 5. Enter your selection criteria on the Criteria line and the Or line, as needed. 6. Deselect the Show button for columns you do not want to display. 7. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you specified. Create a Query That Uses Two or More Tables
  • 78. If you want to view data from two or more tables or queries, you can create a query that pulls the data from multiple tables or queries. The tables and queries from which you pull your data should have a relationship. To create a query that uses two or more tables: 1. Open the tables and/or queries you want to use in Query Design view. 2. Choose the field names you want to retrieve in the order you want to retrieve them. 3. Choose the field names you want to sort by in the order you want to sort. Under the fields you want to sort by, choose Ascending or Descending. 4. Enter your selection criteria, if necessary (Not applicable in this example). 5. Deselect the Show button for columns you do not want to display (Not applicable in this example). 6. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you specified. Save a Query
  • 79. After you create a query, you can save it. You can rerun a saved query at any time. If you change the data on which the saved query is based, you will see the changes when you rerun the query. To save a query: 1. Click the Save button on the Quick Access toolbar. Access saves the query unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. 2. Type the name you want to give your query. 3. Click OK. Access saves the query. You can now access the query by using the Navigation pane. Tip: You can also save by right-clicking a query’s tab and then selecting Save from the menu that appears. Access saves the query unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. Type the name you want to give the query and then click OK. Access saves the query. You can now access the query by using the Navigation pane. Tip: After you have saved a query, you can run it by opening the Navigation pane and then clicking the name of the query. Modify a Query Once created, a query can be modified. Simply open the query in Query Design view and make the changes. You can add columns, change the sort order, change the criteria, and make other changes.
  • 80. In Query Design view, the Query Setup group offers several options that can assist you. Use the Insert Rows button to insert a row in the criteria area. Click anywhere in the row before which you want to insert a new row and then click the Insert Rows button. Use the Insert Columns button to insert a column. Click anywhere in the column before which you want to insert a column and then click the Insert Column button . Use the Delete Rows button to delete a row in the criteria area. Click anywhere in the row you want to delete and then click the Delete Row button. Use the Delete Columns button to delete a column. Click anywhere in the column you want to delete and then click the Delete Column button . Use a Query to Make a Table You can use a query to create a table. This is useful when you want to create a new table that includes the fields and data from an existing table. To create a table: 1. Open the table or query on which you want to base your new table on in Query Design view.
  • 81. 2. Enter the criteria on which you want to base your new table. 3. Click the Make Table button. The Make Table dialog box appears. 4. Type the name you want to give your new table. 5. Click OK. 6. Click Run. You see the following prompt. 7. Click Yes. 8. Close the query. (Right-click the query’s tab and then click Close.) 9. Double-click the new table’s name in the Navigation pane to view the new table. Create a Parameter Query If instead of entering predetermined criteria, you want to prompt users when a query runs, you can create a parameter query. You create a parameter query by enclosing a question in square brackets ([]). For example, if you want to create a parameter query that asks users which State they want to use from the Student’s table, you would type [Which State?] on the Criteria line under the State column. When the query runs, Access will prompt the user for the answer to your question. To create a parameter query:
  • 82. 1. Open a table or query in Query Design view. 2. Create your query. 3. On the Criteria line, type the prompt within square brackets. 4. Click the Run button. Access prompts you. 5. Respond to the prompt. 6. Click OK. Access displays the results of your query in Datasheet view.
  • 83. Note: If you want to make your user prompt more flexible, use one of the following formats. Like "*" & [Prompt] & "*" Returns all records that contain the value you enter. Example: If you enter ad, Access returns all records that include the sequence ad anywhere in the field. Like "*" & [Prompt] Returns all records that end with the value you enter. Example: If you enter S, Access returns all records that end with S. Like [Prompt] & "*" Returns all records that begin with the value you enter. Example: If you enter S, Access returns all records that begin with S. > [Prompt] Note: You can also use < (less than) ,<= (less than or equal to) >=, >= (greater than or equal to), or <> (not equal) Find all records with a value greater than the value you enter. Example: If you enter 5, Access returns all records that are greater than 5. Lesson 6: Creating Forms Access forms are much like paper forms: you can use them to enter, edit, or display data. They are based on tables. When using a form, you can choose the format, the arrangement, and which fields you want to display. This lesson teaches you how to create forms. Using the Form Button Access can automatically create several types of forms. For example, when you click the Form button on the Create tab, Access places all fields in the selected table on a form. If the table has a one-to-many relationship with one other table or query, Access creates a stacked form (the records are displayed in a column) for the primary table and a datasheet for the related table. If there are several tables with a one-to-many relationship, Access does not create the datasheet. To create a form:
  • 84. 1. Open the Navigation pane. 2. Click the table or query on which you want to base your form. 3. Activate the Create tab. 4. Click Form in the Forms group. Access creates a form.
  • 85. You can use the Navigation bars to move through the records on a form. 1 Go to First Record 2 Go to Previous Record 3 The Current Record 4 Go to Next Record 5 Go to Last Record 6 Create a New (Blank) Record Tip: After you create a form, you can save it. You can open a saved form at any time. To save a form: 1. Click the Save button on the Quick Access toolbar. Access saves the form unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears.
  • 86. 2. Type the name you want to give the form. 3. Click OK. Access saves the form. You can now access the form by using the Navigation pane. You can also save by right-clicking a form’s tab and then selecting Save from the menu that appears. Access saves the form unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. Type the name you want to give the form and then click OK. Access saves the form. You can now access the form by using the Navigation pane. Create a Split Form A split form is a form in which the same data is displayed in two views simultaneously. One part of the form displays in Form view (stacked fields), while the other part displays in Datasheet view. The two views are synchronized, so as you select a field in one view, it is automatically selected in the other view. You can add, change, or delete the data in either view. Using a split form gives you the benefits of two types of forms in a single form. For example, you can use the datasheet portion to locate records and the form portion to edit records. To create a split form: 1. Open the Navigation pane.
  • 87. 2. Click the table or query on which you want to base your form. 3. Activate the Create tab. 4. Click Split Form in the Forms group. Access creates a split form. Create a Multiple Items Form You can use the Multiple Items button on the Forms tab to create a form that displays multiple records, one record per row. To create a multiple items form:
  • 88. 1. Open the Navigation pane. 2. Click the table or query on which you want to base your form. 3. Activate the Create tab. 4. Click Multiple Items in the Forms group. Access creates a multiple items form.
  • 89. Tip: A view is a way of looking at an Access object. Forms have three views: Form view, Layout view, and Design view. You can enter, edit, and view data in Form view. You can modify a form in Layout view or Design view. In Layout view, you can see your data, and the form you see closely resembles what your form will look like when you view it in Form view. You can make most, but not all, changes to your form in Layout view. Design view displays the structure of your form. In this view you cannot see the underlying data, but you can perform some tasks in Design view that you cannot perform in Layout view. This tutorial focuses on Layout view. To change the view: 1. Open the form. 2. Activate the Format tab. 3. Click the down-arrow under the View button. A menu appears. 4. Click the view you want. Modify a Form After you create a form, it opens in Layout view, where you can modify it. To change the size of a field: 1. Click a side of the field and drag to change the width of the field. 2. Click the top or bottom of a field and drag to change the height of a field. To move a datasheet: 1. Click the datasheet to select it. 2. Click and drag the four-sided arrow in the upper-right corner to move the datasheet. To resize a datasheet: 1. Click the datasheet to select it. 2. Click a side of the datasheet and drag to change the width. 3. Click the top or bottom of the datasheet and drag to change the height. To apply an AutoFormat: The AutoFormat option on the Format tab enables you to apply formats quickly, such as background colors, field colors, field label colors, and fonts. 1. Activate the Format tab. 2. Click AutoFormat. The AutoFormat menu appears. 3. Click the format you want to apply.
  • 90. To change a form title: When you create a form, by default, Access uses the form name as the title. You can change the title. 1. Activate the Format tab. 2. Click the Title button. 3. Type the new title. To add the date and time: You can easily add the date and time to your form. 1. Activate the Format tab. 2. Click the Date and Time button. The Date and Time dialog box appears. Select the date and time format you want. The date and time appear on your form. Change Fonts and Formats You can use options on the Format tab to manually apply individual formats to your report. However, before you can apply a format to a field or field label, you must select it. To select a field or field label, click it. To select multiple items, hold down the Shift key and then click each item you want to select. A box surrounds selected items. Change Fonts and Formats Button Shortcut Key Function Layout View—Format Tab, Font Group Apply a font to the current selection. Set the size of the font for the current selection. Ctrl-b Bold the current selection. Ctrl-i Italicize the current selection. Ctrl-u Underline the current selection. Ctrl-l Left-align the selection. Ctrl-r Right-align the selection. Ctrl-e Center the selection. Change the font color. Change the background color.
  • 91. Change the alternating color. For example, you can have every other row on a datasheet appear in an alternating color. Layout View—Format Tab, Formatting Group Apply a Number format. Use a currency symbol. Change to percent. Use thousand separators. Increase decimal places. Decrease decimal places. Layout View—Format Tab, Gridlines Group Add gridlines. Change the weight of gridlines. Change the style of gridlines. Change the color of gridlines. Layout View—Format Tab, Controls Group Add a logo. Add or change a title. Add a date and time. Set line thickness. Set line style. Set line color. Lesson 7: Creating Reports Reports organize and summarize data for viewing online or for printing. A detail report displays all of the selected records. You can include summary data such as totals, counts, and percentages
  • 92. in a detail report. A summary report does not list the selected records but instead summarizes the data and presents totals, counts, percentages, or other summary data only. Access has several report generation tools that you can use to create both detail and summary reports quickly. This lesson teaches you how to create reports. Use the Report Button The Report button creates a simple report that lists the records in the selected table or query in a columnar format. To use the Report button: 1. Open the Navigation pane. 2. Click the table or query on which you want to base your report. 3. Activate the Create tab. 4. Click the Report button in the Reports group. Access creates your report and displays your report in Layout view. You can modify the report.
  • 93. Tip: After you create a report, you can save it. 1. Click the Save button on the Quick Access toolbar. Access saves the report unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. 2. Type the name you want to give your report. 3. Click OK. Access saves the report. You can now access the report by using the Navigation pane. As with other objects, you can also save a report by right-clicking the reports tab and selecting Save. Saved reports appear in the Navigation pane. Tip: Reports created by using the Report button are plain and simple. The Modify a Report section of this lesson teaches you how to customize a report to meet your needs. Tip: Access reports created simply by using the Report button have several sections. They are detailed in the following table. Sections of a Report Report Header Appears at the top of the first page and displays the report title.
  • 94. Page Header Appears at the top of every page and displays the headings (field labels) for each column. Page Footer Appears at the bottom of every page and displays the page number and total number of pages. Detail Section Appears between the page header and page footer and displays the records from the table or query. Report Footer This section is optional. Appears on the last page of the report and displays summary information such as grand totals. Use the Report Wizard You can also use the Report Wizard to create a report. The Report Wizard provides you with more flexibility than you get by using the Report button. You can choose the tables and fields, group the data, sort the data, summarize the data, choose a layout and orientation, apply a style, and title your report. Follow the steps shown here to create a report by using the Report Wizard: To create a report by using the Report Wizard:
  • 95. Open the Report Wizard 1. Activate the Create tab. 2. Click Report Wizard in the Reports group. The Report Wizard appears. Select tables, queries and fields When using the Report Wizard, you can use fields from multiple tables and/or queries if the tables/queries have a relationship. 1. Click the down-arrow next to the Table/Queries field and then click the table from which you want to select fields. 2. Click a field and then click the single-right arrow to select a single field, click the double-right arrows to select all fields, click a field and then click the single-left arrow to deselect a single field, or click the double-left arrow to deselect all fields. 3. Repeat steps 1 and 2 for each table from which you want to select fields. 4. Click Next. The Report Wizard moves to the next page.
  • 96. Group When using the Report Wizard, you can group data. Grouping puts all of the values in a field into a group based on the field’s value. For example, if your data is grouped by the Department field and the records in the Department field have values such as Administration, Computer Science, and English. Access will group all of the data for the Administration department together, all of the data for the Computer Science department together, and all of the data for the English department together. 1. Click to select the field by which you want to group your data. You may not see this page of the wizard if you are selecting data from a single table. 2. Click Next. The Report Wizard moves to the next page.
  • 97. 3. Click a field you want to group by. 4. Click the right-arrow to select a field; click a field and then click the left arrow to deselect a field. Use the up- and down-arrows to change the order of the groupings. If you are only using one table, this may be your first opportunity to select a field to group by. 5. Repeat steps 3 and 4 for each field you want to group by. 6. Click Next. The Report Wizard moves to the next page. Sort and summarize By using the Report Wizard, you can create up to four levels of sort. Access sorts the first level, and then sorts the second level within that sort, and so on. If you have grouped your data, you can summarize it by displaying the sum, average, and minimum or maximum value for each numeric field. You can choose to have your report display just the summary data or each detail line and the summary data. There is also an option that allows you to display the percent the sum of each group is of the grand total. All of the fields in your report may not fit on a single page. You can have Access automatically adjust the size of the font so that every field fits.