Access 97 Essentials
Is this course for you?
This course is intended for anyone wishing to learn the fundamentals of using Microsoft Access 97.
It shows how you can use an existing Access database for managing,
finding and displaying information. It goes on to show you how the
Database Wizard can help youbuild your own database, and goes on to more
detail about the 'building blocks' of a database, covering tables, forms,
reports and queries. It shows how you can define relationships between
items to form a relational database.
All the concepts are explained along the way, so you do not need to
have previous database experience. We do assume that you are familiar with
Windows and using simple Windows applications.
The course includes the following elements:
| Learn how to... | Tutor's summary |
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Start Microsoft Access
Select a database
Open a table in Design View
Look at the field properties
Switch to Table Datasheet View
Move around a datasheet
Open a form
Switch to Form Design View
View a query
Switch to Query Design View
View a report
Switch to Report Design View
Close a database
Exit Access
| In this lesson we take a tour around an Access database.
I'll introduce you to some of the different components: Tables, Forms, Queries and Reports which make up a database.
And as we go along I'll explain some of the terminology you'll meet as you work through the course. |
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Create a blank database
Name a database.
Create a table in Design View.
Add a field name
Specify the data type
Control field size
Prevent data being duplicated
Set a primary field
Save a table
Start a new database from the file menu
| In this lesson we look at how to create a database from scratch and set up a new table to contain your information.
Getting the table correctly structured is important for keeping your information under control, We want each record in the table to follow the same format, and each field to have the correct type of information.
We look at how to control what sort of information is stored in a field and how to get Access to check that the correct type of information has been entered in a field.
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Open a table in a database
Add a description to a field
Select a row
Insert a row
Set a Required field
Allow duplicate fields
Set a format for a date field
Add a currency field
Add a Yes/No field
Save updates to a table
| In this lesson we carry on from the previous lesson and look at how to edit fields and add and insert new ones, including some special fields for date, currency or for simple Yes/No alternatives.
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Fill in a fixed size field
Fill in a text field
Scroll the data sheet
Fill in a date field
Fill in a currency field
Fill in a Yes/No field
Control column width
Delete a record
Save and close a table
Use the . Recently Used File. list
| So far we. ve been concentrating on how to design a table by setting up fields and specifying the type of information they will contain. But
of course, the table only becomes useful when it has some information in it. So in this lesson we. ll look at the basics of entering information (or data) into a table. |
| Learn how to... | Tutor's summary |
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Select a field which needs a lookup list
Select Lookup Wizard
Control number of columns in a list
Add the Lookup values
Change the Lookup column title
Finish with Lookup Wizard
Use a Lookup list to enter data.
| Like other programs in the Microsoft Office suite, Access has a range of so-called . Wizards. which help to automate a range of tasks and procedures.
Wizards can be particularly helpful for leading you through procedures which would otherwise be complex or easy to get wrong.
In this lesson we look at the Lookup Wizard which allows you to add a drop down list to a field. This means that you can select the details from the list instead of keying it in.
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Display dialogue box help
Use the What. s This? feature
Use ScreenTips
Display the Office Assistant
Change the Office Assistant appearance
Change the Office Assistant options
Access tips
| As you've probably realised by now, Access has a vast range of features. You don't need to memorise everything though, because Access will normally show you the information you need, either with on-screen prompts, or the ScreenTips.
We also look at using the Office Assistant to find out information about topics and how to display the Tips for the day.
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Open Microsoft Access 97 Help
Find information using the Contents tab
Find your way round the Help window
Find information using the Index tab
Search for keywords using the Find tab
| As you would expect from any good Windows application, Access comes with very detailed Help information, which is available to you at any time while you have Access on screen. |
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Open an existing form
Create a new form
Change to Form Design view
Select, move and resize objects
Add a label
Change the AutoFormat
Save a form
| So far in the course you. ve been entering data into a table using Datasheet view. This means you can see all the records in the table. And that. s OK for a simple datasheet. Sometimes
though it. s easier to concentrate on just one record at a time, especially if you have many records or each record has many fields.
So to work on just a single record, you design a form and use that to enter your data.
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| Lesson 9: Add/Import/Export data |
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Entering data in Form View
Move between records
Import data
Display different file types
Store data in a new table
Set a primary key
Export data
| Access does make it as easy as possible to create new database information by typing at the datasheet or at a form.
But often you will already have lists of information in some different format. Re-typing the whole thing would be tedious and time-wasting, so Access has some features to help you import data from other sources and also for reversing the process and exporting the data so that it can be used by other programs.
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Change background colour for a section
Drag to make a menu float
Change text colour
Change text size
Change font
Center text in a label
Move a label
Move a field
Add special effects
View and change object Properties
| The Form is more than just a convenient way to add new data to a table.
A well-designed form should be correctly laid out so that it is easy find the information you want, which in turn helps to make the form easy to use and more difficult to make mistakes.
Well-chosen colours, fonts and so on can make all the difference, so in this lesson we look at ways of customising the look of a form using colour and font effects. |
| Lesson 11: Editing tables and forms |
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Add a field to a table
Edit the form design
Display the field list
Add a field to a form
Close the field list
Align a column of objects
Update the colour for a field label
Change the field tab order
| It. s easy to add new information to a table, simply by adding an extra column. But of course, that new information won. t automatically be available on existing forms. So
in this lesson we. ll look at the process of editing or updating a form to allow for changes in the table. |
| Lesson 12: Managing information |
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Sort records in Form View
Find a record
Use the search criteria
Edit a record
Delete a record
Sort records in Datasheet View
Rename a table
Delete a table
Undo Delete Table
| In this lesson we're going to look at the basics of managing your information in an Access table.
You need to be able to sort information into different orders for date, or name perhaps.
You also need to find particular records, to edit or update them and to delete records you no longer need. |
| Lesson 13: Filtering records |
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Filter records in a Table
Use Filter By Selection
Use Filter By Form
Add criteria to a filter
Filter records in a Form
Use Filter Excluding Selection
| You. ve already seen that you can sort records or find a single record. Sometimes you'll want to identify records table match given criteria, such as all records with a London address. The
simplest way of doing this is using the Access Filters. In this lesson we. ll look at various different ways to use filters, to find records which match one or more criteria or which exclude criteria for example
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| Learn how to... | Tutor's summary |
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Create a query
Select fields to display
Specify criteria
Sort records
Run a query from the menus
Save a query
Amend a query
Run a query from the toolbar
Save an amended query
Export information to an Excel workbook
| Well, filters are fine as far as they go, but if you want more control over finding information you use a query. Queries
work in a similar way to filters but allow you greater flexibility and enable you to bring together data from more than one table. Once
you. ve created a query you can save it and run it over and over again. |
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Display the Relationship window
Add tables to the Relationship window
Create a Lookup list using another table
View relationships
Delete a relationship
Create a relationship
| We. ve seen elsewhere in the course that a database can contain more than one table,
Normally you create a table for each type of information you need to track.
You use queries, forms or reports to display just the specific pieces of information you need from each record in a table.
But to bring together data from more than one table you need to define relationships between the tables. |
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Start a Query
Select fields from more than one table
Use drag-and-drop to select fields
Specify criteria
Run a Query
Save a Query
Show/hide fields
Adjust the width of a Query column
Save a filter as a Query
| The potential power and flexibility of a database starts to become evident when you are working with information in more than one table.
As you might expect, to extract information from more than one table you use an Access query.
In this lesson, we're going to create and edit a number of different queries using more than one table and save a filter as a query.
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Add more criteria to a query
Create a Lookup list using a query
Use the Combo Box Wizard
Label a combo box
Store the selected value in a field
Adjust the Tab order for a form
| Using a look-up list on a form is a good way to make the form easy to use. We. ve seen that you can create a look-up list (or Combo box to use the jargon) by typing the values, or you can get the values from a table. Sometimes
you. ll want the list to include only specific items from a table and you can do that with a Query.
In this lesson we look at how to use a Query to add a Lookup list to a form. The quick way to do this is using the Combo Wizard. This allows us to restrict the lookup list to display only the specific values we want.
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| Lesson 18: Parameter queries |
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Create a parameter query
Display the Expression Builder
Create a date query
Select records which fall between two dates
| In this lesson we look at how to make a query more flexible by getting it to prompt you for the criteria when you run it. This type of query is known as a Parameter query.
We also look at the Expression Builder feature, which help you to make complex queries. |
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Create an Update query
Specify the Update information
Run an Update query
Create a Delete query
Run a Delete query
| Queries can do more than simply extract information from a table. From time to time you will need to update information in a table.
For example to increase the salaries for a group of employees by 5%, or change the prices of your products. Instead of changing each record one by one you can use an Update query to do it for you automatically.
Similarly you can remove records from a database which fall into a particular group using a Delete query.
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Use the Print Preview
Produce an AutoReport
View a report
Print a report
Save a report
| So far we. ve been looking at building up tables and using queries to extract information and display it on the screen. Sometimes,
though you. ll want to get a printed version of the data, and the simplest way is with the AutoReport feature. |
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Start the Report Wizard
Select fields for a report
Control how you want to view your data
Add grouping levels to the report
Sort the records in alphabetical order
Control report layout and style
Add a report title
Control line spacing
Hide line borders
Edit the Page Setup
Edit graphic lines
| AutoReports are a quick way to produce a report, but sometimes you. ll want more control over what appears on a report - which is where the Report Wizard comes into its own. |
| Lesson 22: Command buttons |
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Add a Command button to a form
Select a Category and Action
Select a report to print
Put text or a picture on the Command button
Use a Command button
| You use a command button on a form to start an action or set of actions. You can create a button on your own, but with the Command Button Wizard you can create over 30 different types of command buttons. The
Wizard creates the button and sets up the instructions you want carried out when you click on it. For example, find a record, print a record or apply a form filter. In
this lesson we. ll keep things simple and create a command button to print a report. |
| Lesson 23: Labels Report Wizard |
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Start Label Wizard
Select a label size
Change label font and colour
Select the address fields
Sort the labels
Preview the printed labels
Edit the label design
Add text to a label
Create a link with a Word merge document
| In this lesson we're going to create a report using the Labels Report Wizard which will guide us through each step and send the result to Word. |
| Lesson 24: Database Wizard |
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Start Database Wizard
Select a file location and name
Add optional fields to a table
Select the Screen display style
Select the Printed reports style
Add a database title and report picture
Build and start the database
Use the Main Switchboard
Add categories to a lookup list
Preview reports
Change Switchboard items
| As you. ve seen on this course, Access is an extremely powerful application for managing information. You can build everything from scratch, but sometimes it. s easier to let Access help. Access is
supplied with a range of Wizards to help you set up your own databases. Even if
you can. t find exactly what you want, it. s often convenient to start with the Wizard and then modify to database to suit your needs.
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Pre-defined curricula
Like all courses at the Reeltime College this course comes supplied with a number of predefined curricula designed
to help you go straight to the subjects you're most interested in. Curricula supplied with this course include:
- Standard curriculum (all lessons)
- Overview
- Table design
- Entering information
- Automated features
- Help information
- Form design
- Sort and filter information
- Queries
- Relationships
- Reports
- Personal curriculum (designed by you)
What will I need to enrol?
This is what you need to get the most from the course:
- A Pentium-class PC with Windows 95, 98, ME, 2000 or XP.
- Sound card and loudspeakers or headphones
- A CD-ROM drive (or DVD drive) either on the PC or accessible over a
local network.
- Approximately 10 Mb spare disk capacity. If you have another 30 Mb
spare, you can choose to copy introduction movies onto the hard disk.
- If you download the course handbook, you'll need approximately 2 Mb
spare for the download.
- The course assumes you have a copy of the target software (Access
97) correctly installed on your computer. If not, you'll be able to
watch the movie segments, but not complete the hands-on segments.
You can enrol on the course by using the Reeltime software, which also
allows you to preview the course content off-line. For more information,
go to the How to join Reeltime College
page.
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