This document discusses managing and reporting database information in Microsoft Access. It describes how to create forms and queries, generate reports, print labels, and share database files. Key topics covered include using the Form Wizard to create customized data entry forms, sorting and searching records in a table, building queries to retrieve matching records, formatting reports for printing, and encrypting database files for secure sharing.
DeVry University
Student Lab Activity
BIS245 Database Essentials for Business with Lab
A. Student Name:
B. Lab 5A ER Matrix:
Student
Course
Student
none
Enrolls in;
Mandatory
One or more
Course
Is taken by:
Optional
One or more
none
Page 1 of 11
A. Lab # : BSBA BIS245A-5B
B. Lab 5B of 7: Completing Forms
C. Lab Overview--Scenario/Summary
TCO(s):
5. Given a physical database containing tables and relationships, create
forms which demonstrate effective user-interface design and allow for
efficient entry and retrieval of data.
Scenario/Summary
The lab begins with creating a form in Access using the Form Wizard. After the
form is created, the user can use Themes to change the appearance of the form.
The second part of the lab uses Form Design to create a form. Finally, the form
will be customized.
Upon completing this lab, you should be able to
• create a form using the Form Tool;
• create a form using Form Design; and
• create a form using the Form Wizard.
D. Deliverables
Submit the MS Access Database file that contains the forms created in this lab.
Step Deliverable Points
1 Form 1 – Form Tool - step-by-step 5
2 Form 2 – Form Design – step-by-step 5
3 Form 3 – Form Wizard—Employee/Customers Multi-Table Form
– step-by-step
5
4 Form 4 – Suppliers and Products Multi-Table Form 10
E. Lab Steps
Preparation
1. Get the Database from Doc Sharing
Page 2 of 11
a. Download the Lab5_Start.accdb Northwind database file from your
course Doc Sharing panel (Labs view), and Save the file to your local
drive.
2. Using Citrix for MS Visio and/or MS Access
a. If you are using the Citrix remote lab, follow the login instructions
located in the iLab tab in Course Home.
b. You will have to upload the Lab5_Start.accdb file to your Citrix folder.
Follow the instructions located on the iLab tab in Course Home.
3. Start MS Access
a. If you are using Citrix, click on Microsoft Office Applications folder.
b. If you are using Visio on a local computer, select Microsoft Office from your
Program Menu.
Lab
Step 1: Using the Form Tool
Select Employees table as in the following figure. You will see the Employees
table highlighted.
Click the Create tab, and then click the Form tool.
Page 3 of 11
After clicking the Form button, a new form is created by Access.
The appearance of the form can be easily modified using the Themes option on
the Design ribbon. As you move your cursor over the various themes, the form
will adjust to preview how the modified form would look. You may select any
theme for your form.
Click the Save button to save the form. Name it Lab5_Form1, and then close the
form.
Step 2: Using the Form Design
Page 4 of 11
Click the Create tab; then, click on Form Design. (Make sure that you do not
have any of the tables selected in the Tables list on the left side of the screen.).
Page 1 of 11 A. Lab # BSBA BIS245A-5B B.docxjoyjonna282
Page 1 of 11
A. Lab # : BSBA BIS245A-5B
B. Lab 5B of 7: Completing Forms
C. Lab Overview--Scenario/Summary
TCO(s):
5. Given a physical database containing tables and relationships, create
forms which demonstrate effective user-interface design and allow for
efficient entry and retrieval of data.
Scenario/Summary
The lab begins with creating a form in Access using the Form Wizard. After the
form is created, the user can use Themes to change the appearance of the form.
The second part of the lab uses Form Design to create a form. Finally, the form
will be customized.
Upon completing this lab, you should be able to
• create a form using the Form Tool;
• create a form using Form Design; and
• create a form using the Form Wizard.
D. Deliverables
Submit the MS Access Database file that contains the forms created in this lab.
Step Deliverable Points
1 Form 1 – Form Tool - step-by-step 5
2 Form 2 – Form Design – step-by-step 5
3 Form 3 – Form Wizard—Employee/Customers Multi-Table Form
– step-by-step
5
4 Form 4 – Suppliers and Products Multi-Table Form 10
E. Lab Steps
Preparation
1. Get the Database from Doc Sharing
Page 2 of 11
a. Download the Lab5_Start.accdb Northwind database file from your
course Doc Sharing panel (Labs view), and Save the file to your local
drive.
2. Using Citrix for MS Visio and/or MS Access
a. If you are using the Citrix remote lab, follow the login instructions
located in the iLab tab in Course Home.
b. You will have to upload the Lab5_Start.accdb file to your Citrix folder.
Follow the instructions located on the iLab tab in Course Home.
3. Start MS Access
a. If you are using Citrix, click on Microsoft Office Applications folder.
b. If you are using Visio on a local computer, select Microsoft Office from your
Program Menu.
Lab
Step 1: Using the Form Tool
Select Employees table as in the following figure. You will see the Employees
table highlighted.
Click the Create tab, and then click the Form tool.
Page 3 of 11
After clicking the Form button, a new form is created by Access.
The appearance of the form can be easily modified using the Themes option on
the Design ribbon. As you move your cursor over the various themes, the form
will adjust to preview how the modified form would look. You may select any
theme for your form.
Click the Save button to save the form. Name it Lab5_Form1, and then close the
form.
Step 2: Using the Form Design
Page 4 of 11
Click the Create tab; then, click on Form Design. (Make sure that you do not
have any of the tables selected in the Tables list on the left side of the screen.)
After clicking the Form Design, a new form will be shown as the following
Page 5 of 11
Click the Add Existing Fields
option, and then click Show All
Tables to show all the tables in
the database. Drag and drop
fields from the Custo ...
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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
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