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Computer Literacy
BASICS: A
Comprehensive Guide
to IC3, 5th Edition
Lesson 24
Managing and Reporting Database
Information
1 Morrison / Wells / Ruffolo
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Objectives
 Create a form using the Form button and using
the Form Wizard.
 Enter and edit data in a form.
 Sort table data in Datasheet view.
 Find and replace table data in Datasheet view.
 Create a query using the Query Wizard.
 Create a report using the Report Wizard.
 Preview and print a report.
 Create mailing labels using the Label Wizard.
222
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Words to Know
 form
 query
 report
333
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating a Form
 You can create a form, which is a database
object that provides a more convenient way
to enter and edit data.
 When you create a form, you add a new
object to the database.
 Access offers two features that make the
process quick and easy: the Form button and
the Form Wizard.
4
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating a Form (continued)
 Creating a Form Using the Form Button
 You can create a form with a single click using
the Form button.
 All the fields from the table or query are included
on the form, and the form is predesigned.
 You can apply built-in designs, and you can
modify the form layout and design using Layout
view or Design view.
5
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating a Form (continued)
6
 Creating a Form Using the Form Button
(continued)
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating a Form (continued)
 Creating a Form Using the Form Wizard
 You may not always want to include all the database
fields on the form.
 The Form Wizard makes it easy to create a form with
your preferences because it prompts you to select
the fields and the form layout for the new form.
7
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating a Form (continued)
 Creating a Form Using the Form Wizard
(continued)
 When you work with a form, you have three
options for viewing the object:
8
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Entering and Editing Data in a
Form
 Entering data in a form is similar to entering data
in a table in Datasheet view.
 You can enter new data in Form view, and you
can edit existing data.
 If a related table is open when you enter new
records in Form view, you must refresh the table
data before the new records appear.
 When you edit an existing record in Form view,
Access automatically updates the records in the
table.
9
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Sorting Table Data in Datasheet
View
 Organizing records in a specific order can
help you access data more quickly.
 You can sort text and numbers in either
ascending or descending order.
10
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Finding and Replacing Table Data
 Finding Data
 The Find command provides a quick and
easy way to locate specific records or find
certain values with fields.
 You can search for data within a specific
field, or you can search the entire table.
11
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Finding and Replacing Table Data
(continued)
 Using the Replace Command
 The Replace command locates the search text
and replaces it with new text that you specify.
 You can choose to view and confirm each
replacement individually, or you can use the
Replace All option.
12
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating a Query
 A query enables you to locate multiple
records matching specified criteria.
 The query provides a way for you to ask a
question about the information stored in one
or more tables.
 Access searches for and retrieves data from
the tables to answer your questions.
13
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating a Query (continued)
 When you create a query, you identify all the
fields you want to retrieve.
 The order in which you select the fields will
be the order in which the information appears
in the query results.
 The easiest way to create a query is to use
the Query Wizard, which guides you through
the process.
14
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating a Query (continued)
15
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating a Report
 A report is a database
object that allows you to
organize, summarize, and
print all or a portion of the
data in a database.
 You can create a report
based on a table or a query.
 The Report Wizard prompts
you to specify the data you
want to include in the report
and how you want to format
the data.
16
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating a Report (continued)
 In Design view, you can format headers and
footers using page numbers, titles, and dates
and times.
 You can also add graphics to the header or
footer.
17
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Printing a Report
 Print options in Backstage view are not the same as
for Word, Excel, and PowerPoint.
 There are several options you can choose in the
Print dialog box.
 You can choose the number of copies to print, and
you can change the margin settings.
18
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating Mailing Labels
 It is common to create mailing labels based
on database information.
 When you use the Label Wizard, you can
customize the layout of the fields, which
controls how the data appears on the label.
 The Label Wizard includes a step to sort the
database records—by postal code, for
example.
19
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Creating Mailing Labels
(continued)
20
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Sharing Database Files
 To share an Access database using SkyDrive or
the Cloud, you must use an Access app to
create the database so that you can publish it
online.
 Templates for the Access app are accessible in
the Access startup screen.
 The templates with a globe icon will create
Access apps; the templates with the word
desktop in the title will create traditional desktop
databases.
21
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Sharing Database Files
(continued)
 If you want to design an app on your own, you
click the Custom web app template.
 To create an Access app, you need Access
2013 and SharePoint Server 2013, or an Office
365 site.
 Although you cannot track changes or add
comments to a field in a traditional desktop
database, you can create a Comment table in a
database. Users can then add comments in the
table and review comments from other users.
22
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Sharing Database Files
(continued)
 You can attach a database file to an e-mail
message.
 You can encrypt the file by setting a password.
 To encrypt (and decrypt) a database file, you must
open the file in Exclusive mode, using the Open
dialog box.
23
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Summary
In this lesson, you learned:
 You can create a form object using the Form
button or the Form Wizard. The Form Wizard
helps you create a customized layout for
entering data.
 Entering and editing data in a form is similar to
entering data in a table in Datasheet view. You
use the same navigation buttons to move from
one record to another.
242424
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Summary (continued)
 You can sort records in Datasheet view in either
ascending or descending order.
 The Find command can save you time looking
for records and specific values in a table. The
Replace command can save you time finding
and replacing specific text. You can choose to
replace text in individual occurrences or all at
once.
252525
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Summary (continued)
 You can create a query to find field data for
records that match specified criteria.
 A report allows you to organize, summarize, and
print all or a portion of the data in a database.
You can insert, reposition, and resize logo
graphics in the header and footer panes.
 After creating a report using the Report Wizard,
you can review the report in Print Preview before
sending it to the printer.
262626
Lesson24
Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E
Summary (continued)
 When you want to create mailing labels, you
create a report object using the Label Wizard.
 To add comments to a database, you can create
a Comments table.
 To prevent unauthorized access to a database
file, you can encrypt the file.
272727

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Computer Literacy Lesson 24

  • 1. Computer Literacy BASICS: A Comprehensive Guide to IC3, 5th Edition Lesson 24 Managing and Reporting Database Information 1 Morrison / Wells / Ruffolo
  • 2. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Objectives  Create a form using the Form button and using the Form Wizard.  Enter and edit data in a form.  Sort table data in Datasheet view.  Find and replace table data in Datasheet view.  Create a query using the Query Wizard.  Create a report using the Report Wizard.  Preview and print a report.  Create mailing labels using the Label Wizard. 222
  • 3. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Words to Know  form  query  report 333
  • 4. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating a Form  You can create a form, which is a database object that provides a more convenient way to enter and edit data.  When you create a form, you add a new object to the database.  Access offers two features that make the process quick and easy: the Form button and the Form Wizard. 4
  • 5. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating a Form (continued)  Creating a Form Using the Form Button  You can create a form with a single click using the Form button.  All the fields from the table or query are included on the form, and the form is predesigned.  You can apply built-in designs, and you can modify the form layout and design using Layout view or Design view. 5
  • 6. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating a Form (continued) 6  Creating a Form Using the Form Button (continued)
  • 7. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating a Form (continued)  Creating a Form Using the Form Wizard  You may not always want to include all the database fields on the form.  The Form Wizard makes it easy to create a form with your preferences because it prompts you to select the fields and the form layout for the new form. 7
  • 8. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating a Form (continued)  Creating a Form Using the Form Wizard (continued)  When you work with a form, you have three options for viewing the object: 8
  • 9. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Entering and Editing Data in a Form  Entering data in a form is similar to entering data in a table in Datasheet view.  You can enter new data in Form view, and you can edit existing data.  If a related table is open when you enter new records in Form view, you must refresh the table data before the new records appear.  When you edit an existing record in Form view, Access automatically updates the records in the table. 9
  • 10. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Sorting Table Data in Datasheet View  Organizing records in a specific order can help you access data more quickly.  You can sort text and numbers in either ascending or descending order. 10
  • 11. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Finding and Replacing Table Data  Finding Data  The Find command provides a quick and easy way to locate specific records or find certain values with fields.  You can search for data within a specific field, or you can search the entire table. 11
  • 12. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Finding and Replacing Table Data (continued)  Using the Replace Command  The Replace command locates the search text and replaces it with new text that you specify.  You can choose to view and confirm each replacement individually, or you can use the Replace All option. 12
  • 13. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating a Query  A query enables you to locate multiple records matching specified criteria.  The query provides a way for you to ask a question about the information stored in one or more tables.  Access searches for and retrieves data from the tables to answer your questions. 13
  • 14. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating a Query (continued)  When you create a query, you identify all the fields you want to retrieve.  The order in which you select the fields will be the order in which the information appears in the query results.  The easiest way to create a query is to use the Query Wizard, which guides you through the process. 14
  • 15. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating a Query (continued) 15
  • 16. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating a Report  A report is a database object that allows you to organize, summarize, and print all or a portion of the data in a database.  You can create a report based on a table or a query.  The Report Wizard prompts you to specify the data you want to include in the report and how you want to format the data. 16
  • 17. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating a Report (continued)  In Design view, you can format headers and footers using page numbers, titles, and dates and times.  You can also add graphics to the header or footer. 17
  • 18. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Printing a Report  Print options in Backstage view are not the same as for Word, Excel, and PowerPoint.  There are several options you can choose in the Print dialog box.  You can choose the number of copies to print, and you can change the margin settings. 18
  • 19. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating Mailing Labels  It is common to create mailing labels based on database information.  When you use the Label Wizard, you can customize the layout of the fields, which controls how the data appears on the label.  The Label Wizard includes a step to sort the database records—by postal code, for example. 19
  • 20. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Creating Mailing Labels (continued) 20
  • 21. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Sharing Database Files  To share an Access database using SkyDrive or the Cloud, you must use an Access app to create the database so that you can publish it online.  Templates for the Access app are accessible in the Access startup screen.  The templates with a globe icon will create Access apps; the templates with the word desktop in the title will create traditional desktop databases. 21
  • 22. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Sharing Database Files (continued)  If you want to design an app on your own, you click the Custom web app template.  To create an Access app, you need Access 2013 and SharePoint Server 2013, or an Office 365 site.  Although you cannot track changes or add comments to a field in a traditional desktop database, you can create a Comment table in a database. Users can then add comments in the table and review comments from other users. 22
  • 23. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Sharing Database Files (continued)  You can attach a database file to an e-mail message.  You can encrypt the file by setting a password.  To encrypt (and decrypt) a database file, you must open the file in Exclusive mode, using the Open dialog box. 23
  • 24. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Summary In this lesson, you learned:  You can create a form object using the Form button or the Form Wizard. The Form Wizard helps you create a customized layout for entering data.  Entering and editing data in a form is similar to entering data in a table in Datasheet view. You use the same navigation buttons to move from one record to another. 242424
  • 25. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Summary (continued)  You can sort records in Datasheet view in either ascending or descending order.  The Find command can save you time looking for records and specific values in a table. The Replace command can save you time finding and replacing specific text. You can choose to replace text in individual occurrences or all at once. 252525
  • 26. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Summary (continued)  You can create a query to find field data for records that match specified criteria.  A report allows you to organize, summarize, and print all or a portion of the data in a database. You can insert, reposition, and resize logo graphics in the header and footer panes.  After creating a report using the Report Wizard, you can review the report in Print Preview before sending it to the printer. 262626
  • 27. Lesson24 Morrison / Wells / Ruffolo CLB: A Comp Guide to IC3 5E Summary (continued)  When you want to create mailing labels, you create a report object using the Label Wizard.  To add comments to a database, you can create a Comments table.  To prevent unauthorized access to a database file, you can encrypt the file. 272727