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Access: Level 1

Access: Level 1

Getting Started with Access

Become familiar with the arrangement of the Access screen, the components of a database, and how to get help.  Learn the approach for planning a database and creating the basic structure.

  • Become familiar with the various aspects of the Access window.
  • Use the Navigation Pane to customize which objects are viewable within the database window.
  • Create a new database from scratch or by using a template.
  • Explore the difference between the Datasheet and Design Views.
  • Display the database’s objects in a tabbed view.
  • Use the seven recognized steps of database planning to lay the groundwork for your database.
  • Learn the nature of naming database objects so that they are recognizable and provide stability.
  • Consult the Access application Help for assistance.

Table Basics in Access

Having planned and created your database file, begin by adding or editing tables, which will store data.  Tell Access how the new tables relate to one another and begin entering data.

  • Create tables and add fields in the Datasheet View and create a new data type.
  • Create tables using the Design View.
  • Understand simple data types and how they are used to manage table data.
  • Review complex data types and see how they improve data organization.
  • Save customized table structures as templates to be used to build similar tables in the current or in another database.

Customizing and Controlling Tables in Access

Control the way access stores, handles, and displays table information, using special formatting to facilitate data entry and to minimize error.

  • Control how tables store data by specifying field properties such as field size, format, default value, etc.
  • Create and edit Input Masks, which format data automatically, such a phone number or a zip code.
  • Restrict data entry by creating and modifying Lookup Columns, which turn fields into drop-down menus of choices.

Relationships in Access

Investigate how table data are related and how you can work with these relationships.

  • Define which fields are unique, primary keys so that table relationships can be established.
  • Create table relationships to link data among database tables, which are required to create query objects.
  • Use Subdatasheets to provide access to related tables for simultaneous editing in the Datasheet View.
Access: Level 2

Access: Level 2

Course Content:

Lesson 1: Creating Forms in Access

Forms are used to collect, view, and edit data in an efficient, organized manner. Learn to create them, exploring a variety of formatting techniques to achieve a professional appearance.

  • Learn how to create a form and explore the different form types.
  • Use the Design View to have complete control over a new or existing form and to include information that should appear at the top or bottom of each record and/or the form itself.
  • Enhance forms and reports by adding elements such as a title, logo, labels, lines, etc.
  • Control the way in which a form element behaves, as well as the behavior of the form itself by setting control properties.
  • Add controls, which are elements of a form that collect data, inform the user, or perform functions. Explore the two types of controls and the three methods for adding them to your piece.
Lesson 2: Enhancing Form Usability in Access

Add power to your form by adding buttons, calendars, and other elements that make it easy for users to recognize, access, and enter information. Call attention to information by having it display differently under certain circumstances.

  • Add command buttons to your form that make it easy for users to print, skip to a different part of the form, move to the next or previous record, and more.
  • Apply professional formats to your form or report using the Themes group.
  • Organize lengthy forms into manageable, attractive segments by using tab controls, which appear as a file folder.
  • Make it easy to view and manage all information related to the current record using subforms.
Lesson 3: Working with Reports in Access

Reports let you present data attractively on the printed page. Learn to create them, exploring a variety of formatting techniques. Include other reports within your report, display subtotals and grand totals, and send your report to others.

  • Become familiar with the five report types.
  • Export reports to PDF so that others can easily view the report.
  • Use the Layout View to help with the design of forms and reports, allowing you to customize while viewing the associate table.
  • Enhance forms and reports by adding a title, logo, labels, lines, etc.
  • Use the Design View to have complete control over a new or existing reports and to include information that should appear at the top or bottom of each record, group, and/or the report itself. Arrange elements on a report with ease and precision.
  • Become familiar with the report controls in Managing Control Properties.
  • Use functions to display figures on a report, calculating at detail, group, and/or report level to display subtotals, grand totals, and more.
Lesson 4: Working with Other Microsoft Applications and Access

Explore the wide range of options that make it easy to incorporate, share, display, and analyze Access data in concert with other Microsoft Office programs.

  • Import data from a wide variety of sources into your Access database, and choose whether or not to have data update automatically from either location.
  • Export Access data to other applications for use in documents, spreadsheets, or other databases.
  • Use the Office Links tools to integrate Access data with Word documents and to analyze them using Excel.
Lesson 5: Working with Macros in Access

Rather than having to complete routine and/or complex tasks repeatedly, let Access remember the procedures and perform them for you with the click of a button.

  • Create a macro to automatically execute when a certain event occurs or when a request is made. Use the Macro Builder and the Action Catalog to create these macros. Add arguments and conditions to these macros.
  • Store embedded macros in the event properties of forms, reports, and/or controls. They will stay with the form or report whenever it is copied, imported, or exported.
  • Understand the difference between events and event properties for data validation. Test built macros to ensure that it will work when needed.

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