Processing leads in arch
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This document provides instructions for logging into an Arch system to process new leads, updating an Excel spreadsheet with the new lead information, and saving the updated spreadsheet as a PDF file in the appropriate folder. The steps include logging into the Arch website using provided credentials, selecting reports and dates to view new leads, opening the existing Excel file and the new leads report side by side, inputting new data at the end of the Excel file, sorting the data, saving the file as a PDF with the current date in the correct folder, and copying the older PDF to the transitory folder as required.
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Homework Assignment
Project Description:
In this project, you will integrate Word, Excel, Access and PowerPoint. Note that this assignment is not a MyITLab Grader Project. Instead, after completing the steps you will upload your completed documents to a Dropbox. Your instructor will be manually grading this assignment.
Instructions:
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Step
Instructions
Points Possible
4
Export the query to Excel. Browse and save it in the same folder you saved your database file as Lastname_Firstname_Washington_Sales replacing Lastname_Firstname with your name. Verify the file format is Excel Workbook (*.xlsx). Select the Export data with formatting and layout check box. Do not save the export steps. Close the query.
5
5
Open your exported Excel workbook Lastname_Firstname_Washington_Sales. Create a table with headers. Sort the Merchandise column in ascending order. Add a Total Row. Set the Merchandise total currently displayed to None. Sum the Quarterly Sales column. Save the edited workbook and leave it open.
5
7
Select the table. Apply the Table Style Light List – Accent 1. Use the AutoFit Contents option, and center the entire table horizontally. Copy the selected table to the Clipboard.
2
8
In your Excel workbook, insert a new worksheet. Rename the sheet Sales by Store Select A3 and paste the Word table.
2
9
For column A, set the Column Width to 18. For columns B:F, set Column Width to 14. For rows 4:15, use AutoFit Row Height. Select the range A3:E15, and set No Border.
2
10
In F3 type Total Sales In F4 insert the Sum function to total the sales for Fishing merchandise. Use the fill handle to copy the Sum function through F15. With the range F4:F15 still selected, increase the font size to 12.
4
11
In A16 type Totals and center this text. In B16 insert the Sum function to total the sales for the Spokane store. Use the fill handle to copy the Sum function through F16. With B16:F16 still selected, apply the Cell Style under Titles and Headings called Total and also increase the font size to 12.
3
12
In A1 type the title Quarterly Sales for Washington Stores and then merge and center the title over the data. Apply the Cell Style Heading 1.
1
13
Select A3:E15 and insert a 3-D Clustered Column chart. Move the chart to a new sheet named Sales Comparison Add a chart title above the chart called Quarterly Sales for Washington Stores and show the legend at the top.
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14
On the Sales by Store sheet, select A4:A15 and F4:F15. Insert a 2-D Pie chart. Move the chart to a new sheet named Merchandise Sales and select Chart Layout 1. Edit the chart title to be Merchandise Sales for Washington Stores
3
15
Select the Sales Comparison and Merchandise Sales sheets. In the footer in the left section, insert the File Name. Now select the Qtrly Sales by Category Expert .
The scenarioJohnston Smith, Associate Director of Sales as .docx
The scenario:
Johnston Smith, Associate Director of Sales as Pasedena HVAC Manufacturer, has asked you to calculate the cost of running HVAC units in summer and provide a report.
For this assignment, you will need the following files:
New blank Access database
HVAC_Cooling
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Insert your name in the footer.
In the worksheet, insert an Excel table with a header row.
Add a calculated column that calculates the cost of cooling using $0.00124 per Cooling BTU formatted with the Accounting Number Format.
Filter the data to display only one Heating BTU number of your choice.
Apply Best Fit to all columns.
Center the worksheet horizontally on a landscape page.
In
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Import your Lastname_Firstname_HVAC_Cooling Excel file.
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Create a
report
based on your results.
Delete the four measurement fields following the Heating BTU field, and be sure the title fits on one line.
Special Instructions
: Use the Supporting Materials below to complete the project.
Grading
: Please review the rubrics for particulars.
Please let me know if you are able to help. Sorry for the last minute. This assignment is due Sunday night by midnight.
Please let me know either way. I have attached the excel spreadsheet for your viewing (both what was assigned in its original form and what I have completed so far.
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Assignment InstructionsThe scenarioJohnston Smith, Asso.docx
Assignment Instructions
The scenario:
Johnston Smith, Associate Director of Sales as Pasedena HVAC Manufacturer, has asked you to calculate the cost of running HVAC units in summer and provide a report.
For this assignment, you will need the following files:
New blank Access database
HVAC_Cooling
You will save your files as:
Lastname_Firstname_HVAC_Cooling
Lastname_Firstname_Cooling_Costs
Open the HVAC_Cooling
Excel
file, and save the file as Lastname_Firstname_HVAC_Cooling.
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Filter the data to display only one Heating BTU number of your choice.
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Center the worksheet horizontally on a landscape page.
In
Access
, create a new database and save it as Lastname_Firstname_Cooling_Costs
Import your Lastname_Firstname_HVAC_Cooling Excel file.
In the table, filter the data to show only data for the Cooling BTU greater than 60,000 and the Power unit of your choice.
Create a
report
based on your results.
Delete the four measurement fields following the Heating BTU field, and be sure the title fits on one line.
Special Instructions
: Use the Supporting Materials below to complete the project.
Grading
: Please review the rubrics for particulars.
Grading Rubrics
Performance LevelExemplaryAccomplishedDevelopingBeginningPointsPerformance Element
You consistently applied the relevant skills.You mostly applied the relevant skills.You sometimes, but not always, applied the relevant skills.You rarely or never applied the relevant skills.
10/10Modify the 4E HVAC Cooling worksheet: insert a table, add a calculated column, and filter dataWorksheet table is crated, calculated column is added, and data is filtered accuratelyWorksheet table is crated, calculated column is added, and data is filtered, but there are two or fewer errorsWorksheet table is crated, calculated column is added, and data is filtered, but there are more than two errorsOne or more item was not completeExemplary 10
Accomplished 7-9
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Beginning 0-3
Points:Import the 4E HVAC Cooling worksheet to Access table, and filter tableTable is imported accurately, and filtering is applied accuratelyTable is imported accurately, and filtering is applied, but there are two or fewer errorsTable is imported accurately, and filtering is applied, but there are more than two errorsTable is not imported and/or filtering is not appliedExemplary 10
Accomplished 7-9
Developing 4-6
Beginning 0-3
Points:Create a report based on the 4E HVAC Cooling tableReport is created accuratelyReport is created with two or fewer errorsReport is created with more than two errorsReport is not createdExemplary 10
Accomplished 7-9
Developing 4-6
Beginning 0-3
.
Assignment InstructionsThe scenarioJohnston Smith, Asso
Assignment Instructions
The scenario:
Johnston Smith, Associate Director of Sales as Pasedena HVAC Manufacturer, has asked you to calculate the cost of running HVAC units in summer and provide a report.
For this assignment, you will need the following files:
New blank Access database
HVAC_Cooling
You will save your files as:
Lastname_Firstname_HVAC_Cooling
Lastname_Firstname_Cooling_Costs
Open the HVAC_Cooling
Excel
file, and save the file as Lastname_Firstname_HVAC_Cooling.
Insert the your name in the footer.
In the worksheet, insert an Excel table with a header row.
Add a calculated column that calculates the cost of cooling using $0.00124 per Cooling BTU formatted with the Accounting Number Format.
Filter the data to display only one Heating BTU number of your choice.
Apply Best Fit to all columns.
Center the worksheet horizontally on a landscape page.
In
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Import your Lastname_Firstname_HVAC_Cooling Excel file.
In the table, filter the data to show only data for the Cooling BTU greater than 60,000 and the Power unit of your choice.
Create a
report
based on your results.
Delete the four measurement fields following the Heating BTU field, and be sure the title fits on one line.
Special Instructions
: Use the Supporting Materials below to complete the project.
Grading
: Please review the rubrics for particulars.
Grading Rubrics
Performance LevelExemplaryAccomplishedDevelopingBeginningPointsPerformance Element
You consistently applied the relevant skills.You mostly applied the relevant skills.You sometimes, but not always, applied the relevant skills.You rarely or never applied the relevant skills.
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Accomplished 7-9
Developing 4-6
Beginning 0-3
Points:Import the 4E HVAC Cooling worksheet to Access table, and filter tableTable is imported accurately, and filtering is applied accuratelyTable is imported accurately, and filtering is applied, but there are two or fewer errorsTable is imported accurately, and filtering is applied, but there are more than two errorsTable is not imported and/or filtering is not appliedExemplary 10
Accomplished 7-9
Developing 4-6
Beginning 0-3
Points:Create a report based on the 4E HVAC Cooling tableReport is created accuratelyReport is created with two or fewer errorsReport is created with more than two errorsReport is not createdExemplary 10
Accomplished 7-9
Developing 4-6
Beginning 0-3
Points:
...
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Click on Direct Download
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Be sure to say Yes o accept the license terms
If you are having trouble with the install at this point, try this link but note the limitations.
As a secondary download that doesn’t require extracting, here is the standard demo version for 1000 records (compatible with the IDEA workbook and the IDEA tutorial)
https://support.casewareanalytics.com/public/downloadidea/
This is the easiest version to install. It does not include the workbook or workbook data files though.
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Please USE ACCESS 2010 TO CREATE THIS DATABASE.
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b. Specify appropriate cascading
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Project Description:
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Instructions:
For the purpose of grading the project you are required to perform the following tasks:
Step
Instructions
Points Possible
1
Start Access. Open the downloaded file named
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0
2
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,
Site
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field.
8
3
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.
4
4
Starting in the Project ID field, add the following three records to the new table:
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Student Center, 3-story
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61450000
P-823
Student Center, 2-story
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RR Construction
41960000
P-157
Health Professions Center
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8
5
Save the table as
Projects
, and then close the table.
2
6
Append the records from the downloaded Excel file
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to the Projects table.
5
7
In the Navigation Pane, organize the objects by Tables and Related Views. Open the Projects table (the table has eight records). Close the Navigation Pane.
4
8
Switch the Projects table to Design view. For the Project ID field, enter a description of
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and then change the field size to
5
. Save the table.
4
9
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3
10
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7
11
Open the Contractors table in Datasheet view (the table has four records). Apply Best Fit to all of the fields in the table, save the table, and then close the table.
3
12
Based on your Projects table, use the Query Wizard to create a simple query. Add the Site, Building Project, and Budget Amount fields (in that order). Keep the default name of Projects Query, click Finish to display the query results, and then close the query.
8
13
Based on your Projects table, use the Form tool to create a form for the table. Save the form as
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9
14
Based on your Projects table, use the R.
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Homework Assignment
Project Description:
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Instructions:
For the purpose of grading of the project you are required to perform the following tasks:
Step
Instructions
Points Possible
4
Export the query to Excel. Browse and save it in the same folder you saved your database file as Lastname_Firstname_Washington_Sales replacing Lastname_Firstname with your name. Verify the file format is Excel Workbook (*.xlsx). Select the Export data with formatting and layout check box. Do not save the export steps. Close the query.
5
5
Open your exported Excel workbook Lastname_Firstname_Washington_Sales. Create a table with headers. Sort the Merchandise column in ascending order. Add a Total Row. Set the Merchandise total currently displayed to None. Sum the Quarterly Sales column. Save the edited workbook and leave it open.
5
7
Select the table. Apply the Table Style Light List – Accent 1. Use the AutoFit Contents option, and center the entire table horizontally. Copy the selected table to the Clipboard.
2
8
In your Excel workbook, insert a new worksheet. Rename the sheet Sales by Store Select A3 and paste the Word table.
2
9
For column A, set the Column Width to 18. For columns B:F, set Column Width to 14. For rows 4:15, use AutoFit Row Height. Select the range A3:E15, and set No Border.
2
10
In F3 type Total Sales In F4 insert the Sum function to total the sales for Fishing merchandise. Use the fill handle to copy the Sum function through F15. With the range F4:F15 still selected, increase the font size to 12.
4
11
In A16 type Totals and center this text. In B16 insert the Sum function to total the sales for the Spokane store. Use the fill handle to copy the Sum function through F16. With B16:F16 still selected, apply the Cell Style under Titles and Headings called Total and also increase the font size to 12.
3
12
In A1 type the title Quarterly Sales for Washington Stores and then merge and center the title over the data. Apply the Cell Style Heading 1.
1
13
Select A3:E15 and insert a 3-D Clustered Column chart. Move the chart to a new sheet named Sales Comparison Add a chart title above the chart called Quarterly Sales for Washington Stores and show the legend at the top.
3
14
On the Sales by Store sheet, select A4:A15 and F4:F15. Insert a 2-D Pie chart. Move the chart to a new sheet named Merchandise Sales and select Chart Layout 1. Edit the chart title to be Merchandise Sales for Washington Stores
3
15
Select the Sales Comparison and Merchandise Sales sheets. In the footer in the left section, insert the File Name. Now select the Qtrly Sales by Category Expert .
The scenarioJohnston Smith, Associate Director of Sales as .docx
The scenario:
Johnston Smith, Associate Director of Sales as Pasedena HVAC Manufacturer, has asked you to calculate the cost of running HVAC units in summer and provide a report.
For this assignment, you will need the following files:
New blank Access database
HVAC_Cooling
You will save your files as:
Lastname_Firstname_HVAC_Cooling
Lastname_Firstname_Cooling_Costs
Open the HVAC_Cooling
Excel
file, and save the file as Lastname_Firstname_HVAC_Cooling.
Insert your name in the footer.
In the worksheet, insert an Excel table with a header row.
Add a calculated column that calculates the cost of cooling using $0.00124 per Cooling BTU formatted with the Accounting Number Format.
Filter the data to display only one Heating BTU number of your choice.
Apply Best Fit to all columns.
Center the worksheet horizontally on a landscape page.
In
Access
, create a new database and save it as Lastname_Firstname_Cooling_Costs
Import your Lastname_Firstname_HVAC_Cooling Excel file.
In the table, filter the data to show only data for the Cooling BTU greater than 60,000 and the Power unit of your choice.
Create a
report
based on your results.
Delete the four measurement fields following the Heating BTU field, and be sure the title fits on one line.
Special Instructions
: Use the Supporting Materials below to complete the project.
Grading
: Please review the rubrics for particulars.
Please let me know if you are able to help. Sorry for the last minute. This assignment is due Sunday night by midnight.
Please let me know either way. I have attached the excel spreadsheet for your viewing (both what was assigned in its original form and what I have completed so far.
.
Assignment InstructionsThe scenarioJohnston Smith, Asso.docx
Assignment Instructions
The scenario:
Johnston Smith, Associate Director of Sales as Pasedena HVAC Manufacturer, has asked you to calculate the cost of running HVAC units in summer and provide a report.
For this assignment, you will need the following files:
New blank Access database
HVAC_Cooling
You will save your files as:
Lastname_Firstname_HVAC_Cooling
Lastname_Firstname_Cooling_Costs
Open the HVAC_Cooling
Excel
file, and save the file as Lastname_Firstname_HVAC_Cooling.
Insert the your name in the footer.
In the worksheet, insert an Excel table with a header row.
Add a calculated column that calculates the cost of cooling using $0.00124 per Cooling BTU formatted with the Accounting Number Format.
Filter the data to display only one Heating BTU number of your choice.
Apply Best Fit to all columns.
Center the worksheet horizontally on a landscape page.
In
Access
, create a new database and save it as Lastname_Firstname_Cooling_Costs
Import your Lastname_Firstname_HVAC_Cooling Excel file.
In the table, filter the data to show only data for the Cooling BTU greater than 60,000 and the Power unit of your choice.
Create a
report
based on your results.
Delete the four measurement fields following the Heating BTU field, and be sure the title fits on one line.
Special Instructions
: Use the Supporting Materials below to complete the project.
Grading
: Please review the rubrics for particulars.
Grading Rubrics
Performance LevelExemplaryAccomplishedDevelopingBeginningPointsPerformance Element
You consistently applied the relevant skills.You mostly applied the relevant skills.You sometimes, but not always, applied the relevant skills.You rarely or never applied the relevant skills.
10/10Modify the 4E HVAC Cooling worksheet: insert a table, add a calculated column, and filter dataWorksheet table is crated, calculated column is added, and data is filtered accuratelyWorksheet table is crated, calculated column is added, and data is filtered, but there are two or fewer errorsWorksheet table is crated, calculated column is added, and data is filtered, but there are more than two errorsOne or more item was not completeExemplary 10
Accomplished 7-9
Developing 4-6
Beginning 0-3
Points:Import the 4E HVAC Cooling worksheet to Access table, and filter tableTable is imported accurately, and filtering is applied accuratelyTable is imported accurately, and filtering is applied, but there are two or fewer errorsTable is imported accurately, and filtering is applied, but there are more than two errorsTable is not imported and/or filtering is not appliedExemplary 10
Accomplished 7-9
Developing 4-6
Beginning 0-3
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Accomplished 7-9
Developing 4-6
Beginning 0-3
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Assignment InstructionsThe scenarioJohnston Smith, Asso
Assignment Instructions
The scenario:
Johnston Smith, Associate Director of Sales as Pasedena HVAC Manufacturer, has asked you to calculate the cost of running HVAC units in summer and provide a report.
For this assignment, you will need the following files:
New blank Access database
HVAC_Cooling
You will save your files as:
Lastname_Firstname_HVAC_Cooling
Lastname_Firstname_Cooling_Costs
Open the HVAC_Cooling
Excel
file, and save the file as Lastname_Firstname_HVAC_Cooling.
Insert the your name in the footer.
In the worksheet, insert an Excel table with a header row.
Add a calculated column that calculates the cost of cooling using $0.00124 per Cooling BTU formatted with the Accounting Number Format.
Filter the data to display only one Heating BTU number of your choice.
Apply Best Fit to all columns.
Center the worksheet horizontally on a landscape page.
In
Access
, create a new database and save it as Lastname_Firstname_Cooling_Costs
Import your Lastname_Firstname_HVAC_Cooling Excel file.
In the table, filter the data to show only data for the Cooling BTU greater than 60,000 and the Power unit of your choice.
Create a
report
based on your results.
Delete the four measurement fields following the Heating BTU field, and be sure the title fits on one line.
Special Instructions
: Use the Supporting Materials below to complete the project.
Grading
: Please review the rubrics for particulars.
Grading Rubrics
Performance LevelExemplaryAccomplishedDevelopingBeginningPointsPerformance Element
You consistently applied the relevant skills.You mostly applied the relevant skills.You sometimes, but not always, applied the relevant skills.You rarely or never applied the relevant skills.
10/10Modify the 4E HVAC Cooling worksheet: insert a table, add a calculated column, and filter dataWorksheet table is crated, calculated column is added, and data is filtered accuratelyWorksheet table is crated, calculated column is added, and data is filtered, but there are two or fewer errorsWorksheet table is crated, calculated column is added, and data is filtered, but there are more than two errorsOne or more item was not completeExemplary 10
Accomplished 7-9
Developing 4-6
Beginning 0-3
Points:Import the 4E HVAC Cooling worksheet to Access table, and filter tableTable is imported accurately, and filtering is applied accuratelyTable is imported accurately, and filtering is applied, but there are two or fewer errorsTable is imported accurately, and filtering is applied, but there are more than two errorsTable is not imported and/or filtering is not appliedExemplary 10
Accomplished 7-9
Developing 4-6
Beginning 0-3
Points:Create a report based on the 4E HVAC Cooling tableReport is created accuratelyReport is created with two or fewer errorsReport is created with more than two errorsReport is not createdExemplary 10
Accomplished 7-9
Developing 4-6
Beginning 0-3
Points:
...
How to Download IDEA for Windows Based ComputersSelect the dow.docx
How to Download IDEA for Windows Based Computers
Select the download that matches your operating system. Be careful to select the correct version of the download. For example if you are using Windows 10 select as shown:
Click on the link to start the download
Click on Direct Download
Be patient this runs rather slowly but you can see the time left as it runs
Once it is complete you will see a Zip file icon
Click on the file and it will ask you to extract the files, it is a little slow please be patient (if you missed clicking on that file you will need to find the file in your downloads)
Click extract and it will run
Once it is complete, close out of this and go into your download folder and find the set up file
Click on the set up file and a key code will be preset for you so click OK
It may ask you to allow the program to be installed click yes, it may also tell you that other items need to be installed, allow these also. Then click install
This may take several minutes and run several screens similar to those below (depending on your operating system). Click Next, Ok or Install then Finish. Keep in mind your screens may vary a little depending on your computer.
Be sure to say Yes o accept the license terms
If you are having trouble with the install at this point, try this link but note the limitations.
As a secondary download that doesn’t require extracting, here is the standard demo version for 1000 records (compatible with the IDEA workbook and the IDEA tutorial)
https://support.casewareanalytics.com/public/downloadidea/
This is the easiest version to install. It does not include the workbook or workbook data files though.
INTRODUCTION TO CaseWare IDEA
Provided by Audimation Services, Inc. & the IDEA Academic Partnership Program
1
What Is IDEA?
CaseWare IDEA is a CAAT(Computer Assisted Audit Tool) designed by auditors for auditors (and other data analysts). IDEA allows auditors to analyze 100% of the data, as opposed to the traditional 10%. IDEA is a user-friendly tool that makes data mining and data analysis easy and efficient.
History of IDEA
IDEA is a data analysis tool that was originally created in Canada by the Canadian Institute of Chartered Accountants (CICA) in 1987 and is now developed by CaseWare IDEA. IDEA is available in 16 languages and distributed in over 90 countries. Originally created by auditors for auditors, IDEA is user-friendly with an intuitive user interface. IDEA has been distributed in the U.S. by Audimation Services, Inc since 1992 and is located in Houston, Texas.
3
Who Uses IDEA?
Big 4
More than 80% of Top 100 CPA Firms in U.S.
Fortune 500 Companies
Government Agencies - Federal, State & Local (including universities)
More than 150,000 Companies Globally
The IDEA Process
Let’s Get Started!
Stages of Using IDEA
Consider Audit Objectives
Determine How IDEA is Appropriate for the Audit
Specify the Data Required
Arrange Download of the Dat ...
The name of my client is Lake Shore Community Clinic. Th.docx
The name of my client is Lake Shore Community Clinic.
The paragraph below is basically the problem my client is having,
so my job is to create a database that will help solve that problem.
Please USE ACCESS 2010 TO CREATE THIS DATABASE.
My client is a local clinic who has been operating since 1982 and uses file folders to
store patients’ medical information due to lack of basic computer systems.
The process of storing patient’s information is by filling out a form and storing the
information in a folder. Any patients’ record for over five years will be stored in the
backroom to allow space for incoming patients. Most times, when previous patients
will request for their medical records, it has been a hassle for my client to go back to
the backroom to search for a particular patient’s entire record file. Too often, it gets
lost.
Create project database tables and
relationships
1. Create client database. Save database as XXX_Clientname_date.accdb
2. Create tables for client database based on this:
a. A minimum of 5 tables, including intersection tables where necessary;
b. Add fields, data types, and field properties for each table.
c. Specify primary keys for tables. No two tables should have the same primary key.
d. Add foreign keys to tables, where appropriate, to establish relationships.
e. Do NOT add data to tables before enforcing referential integrity. You’ll be sorry if
you
do.
3. Establish relationships--at least four table relationships required for 5-table
project database. No unnecessary relationships. No table should be unrelated to
other tables in database.
a. Enforce referential integrity on all relationships.
b. Specify appropriate cascading
actions. c. Create relationship report.
d. Save the report as XXX_DatabaseSystem_RR_v1_Date.
e. In the future, if changes are made to the structure of the database, create a
relationship report as documentation. Include version number in report name to
distinguish from
previous versions.
4. Add records to tables—a minimum of 8 records for most
People/Products/Orders/Events tables. Do not add data to the tables until you
have enforced referential integrity.
5. Save changes to XXX_Clientname_date.accdb.
6. Go to File/Compact and Repair.
7. Make a backup of your project database.
a. Select File/Save and Publish. In the right column, under the Advanced
heading, select Back Up Database, then click Save As. Browse to your Project
folder on your computer. Notice that Access has added the date to your project
database name.
b. Save to your Project folder
c. Take a screenshot of the Project folder showing all saved backups of the
database to date. Insert screenshot into a c r e a t e d w o r d d o c u m e n t a n d
n a m e i t XXX_H11_3_Structure_date.docx.
Create project database queries
1. Open XXX_Clientname_date.accdb. ...
College Construction Projects and EventsProject Description I.docx
College Construction Projects and Events
Project Description:
In this project, you will create database objects to track the construction projects and the events related to the projects at a college. You will create a table and import data from Excel to create a second table. You will use a database template to enter data into the Events table. You will create a simple query, a form, and a report.
Instructions:
For the purpose of grading the project you are required to perform the following tasks:
Step
Instructions
Points Possible
1
Start Access. Open the downloaded file named
go_a01_grader_h3_Construction.accdb
, enable the content, and then close the Event List multiple-items form that automatically opened. Open the Navigation Pane.
0
2
In Datasheet view, create a new table. Beginning in the second column of the table and using the data type of Short Text, create the
Building Project
,
Site
, and
Contractor
fields (in that order). In the fifth column, using the Currency data type, create the
Budget Amount
field.
8
3
Change the data type of the ID field to Short Text, rename the ID field to
Project ID
.
4
4
Starting in the Project ID field, add the following three records to the new table:
P-356
Student Center, 3-story
Northeast Campus
RR Construction
61450000
P-823
Student Center, 2-story
Southeast Campus
RR Construction
41960000
P-157
Health Professions Center
Northwest Campus
Marshall Ellis Construction
42630000
8
5
Save the table as
Projects
, and then close the table.
2
6
Append the records from the downloaded Excel file
go_a01_grader_h3_Projects.xlsx
to the Projects table.
5
7
In the Navigation Pane, organize the objects by Tables and Related Views. Open the Projects table (the table has eight records). Close the Navigation Pane.
4
8
Switch the Projects table to Design view. For the Project ID field, enter a description of
Enter the Project ID using the format P-###
and then change the field size to
5
. Save the table.
4
9
Switch to Datasheet view, apply Best Fit to all of the fields in the table, save the table, and then close the table.
3
10
Import the records from the downloaded Excel file
go_a01_grader_h3_Contractors.xlsx
into the database as a new table named
Contractors
. Designate the first row as column headings and the ID field as the primary key.
7
11
Open the Contractors table in Datasheet view (the table has four records). Apply Best Fit to all of the fields in the table, save the table, and then close the table.
3
12
Based on your Projects table, use the Query Wizard to create a simple query. Add the Site, Building Project, and Budget Amount fields (in that order). Keep the default name of Projects Query, click Finish to display the query results, and then close the query.
8
13
Based on your Projects table, use the Form tool to create a form for the table. Save the form as
Project Form
, display the form in Form view, and then close the form.
9
14
Based on your Projects table, use the R.
Using The ContentDM Project Client
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Processing leads in arch
- 1. Arch Leads Training Created By Katrisha Arambul 9/11/2010
- 2. Agenda 1. Logging Into Arch 2. Processing new Arch leads 3. Resources to update Arch leads
- 3. Logging In Text Text Tex Go to: http://www.archtelecom.com/ Enter Customer Login 800-780-9056 to reflect the number connected to where the leads are derived.
- 4. Logging In Text Text Tex Enter the password ( 12131213 )
- 5. Process Choose the reports tab
- 6. Process Choose the Powerline Link
- 7. Process Enter the dates using the calendar buttons
- 8. Process Select the appropriate date
- 9. Process Select the option to show only new labels
- 10. Process Select Get Report button
- 11. Process This is what the new leads report looks like
- 12. Process Open Arch Leads from 6 Active Office Docs0 09 12 Arch Leads.xlsx Select the document in the Active Office Docs folder with the most recent date in YY MM DD labeled Arch Leads
- 13. Process Open Arch Leads in the Excel spreadsheet and the new leads window of arch side by side as shown below Input the new data at the end of the excel document opened.
- 14. Process Change the date at the beginning of the Excel document
- 15. Process Select the pull down list at the top of the Date/Time column and choose Sort Newest to Oldest
- 16. Process Save the document as a PDF or XPS Ensure the current PDF is saved in the Perm Records folder
- 17. Process Save the document with the date in YY MM DD format followed by Current Arch Leads as it is in the example provided Ensure the type of file saved is PDF
- 18. Process Notice that when the information is updated there will be two files in the Perm Documents folder. Copy the older document. Paste into the current months Transitory file.
- 19. Process Ensure there is only one PDF Document labeled Current Arch Leads in the Perm Documents folder