Access - 2010 Edited Book
Access - 2010 Edited Book
Basics
Computing Basics Series
Access 2010 Basics Page 2
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Database Concepts
What is a database?
A database is defined as an organized collection of data (information).
In raw form, a sheet of paper divided into columns and rows or a table in Microsoft
Word or Excel would previously have been considered a simple database. Single
table databases are very limited in their uses and would not be considered as a
business solution.
Database Examples
Databases are used to group and format data and then extract information from that
data. Examples of databases usages include:
- A phone directory
- Criminal databases used by the police to keep track of known criminals
- Patient records are kept on a database within the health system
- Tax details are kept on a government database
What is a table?
Tables are used to store the data in a structured and organized format. As
previously mentioned, tables are similar to those of Word and Excel, in that the y
contain rows ( ) and columns ( ).
What is data?
Data is the information entered into tables within the database. Databases are used
daily by large corporations, small businesses and individuals, often without people
realizing they are using a database. Even something as simple as entering contact
details into the ‘Contact’ or ‘Address Book’ section of an email program such as
Microsoft Outlook / Outlook Express, involves entering into a database.
Data can be entered into the database manually, via the ke yboard, imported from or
linked to external sources or even collected through email.
Information:
- Information is interpreted data
- Data that has been processed to produce meaning.
Data types
Data types define what type of data will be entered into each ‘field’ (column) in a
table. If however the data type is set to a currency or date ‘Data Type’, numeric data
entered will automatically format to the appropriate currency or data/time format.
There are a number of specific reasons for selecting the correct data types when
creating Tables within a database. Setting a ‘Date’ Data Type for example will
format and store all entries in the manner configured. This in turn means that
queries created to locate information according to a ‘Date’ criteria will have
consistent data to work with. In the same way, Numeric data must be of a numeric
type, otherwise query searches, reports and calculations will fail to provide the
desired information.
NOTE: Field Properties must also be configured to format the appropriate currency
symbol, date format and to limit the data entry to specific characters, symbols and
spacing.
Government records:
Governments all over to world rely on multiple large databases in order to function.
Tax records, criminal records and social security all require sophisticated database
systems.
Database designers:
These are highly skilled database professionals with an in-depth knowledge of
exactly how the database works, including its overall function and details of the
programming.
Database administrators:
This group administer the day to day operation of the database and make sure that
the data is kept secure. These provide technical backup to users of the database.
They provide access to specific data for appropriate users. In the e vent of a
computer crash the database administrator will be responsible for restoring normal
computer operations.
Database Users:
The users are responsible for routine, day to day data entry, data maintenance and
information retrieval.
You need to give the new database a name and also set a folder location to store it
in. In this case we previously set the default folder to point to our Access 2010
Basics folder, and if you look carefully at the right side of the screen you will notice
that this default folder has been used.
NOTE: If you had wanted to create a new database in a different folder, then you
would have clicked on the small folder icon to the right of the File Name section and
navigated to the desired folder. In this case however we will be using the default
folder location.
Replace the default database file name with the name Cheltenham Courses.
The Access window opens and displays a new table. Until one or more tables have
been created, given fields and properties set, Access can do little at this stage.
Type in Course Name and the screen will look like this.
Press the Enter key. The pointer moves to the right, to the next cell ready to accept
another field name input.
Use the same technique to type in Course Description in the next cell along, as
illustrated. Press the Enter key.
Click on the down arrow (next to the Click to Add section). This time from the drop
down list displayed, select Currency.
Click on the down arrow (next to the Click to Add section). This time from the drop
down list displayed, select Number.
Type in the words Places Left and press the Enter key.
Click on the down arrow (next to the Click to Add section). This time from the drop
down list displayed, select Date & Time.
Type in the words Course Date and press the Enter key.
Click on the down arrow (next to the Click to Add section). This time from the drop
down list displayed, select Number.
Type in the word Duration (days) and press the Enter key.
Click on the down arrow (next to the Click to Add section). This time from the drop
down list displayed, select Attachment.
So far you have opened Access, and created and saved a blank database. You
then inserted fields into a table within your database, and you have given each field
a field type.
The following Data Type table provides a description of the types of data each Data
Type can store, format and perform searches and calculations on.
Once you click on the lower Close button you will see a dialog box displayed.
Notice that the Access program has called the table Table1.
Click on the Yes button. You will see the following dialog box displayed allowing you
to save the table using a more friendly name.
Click on the OK button. Your screen will now look like this. You can see the table
that you created displayed within the left section of the window.
Select a file called Training Courses (you may have to scroll down the list to see
this file).
Click on the Open button, and you will see the following screen displayed.
As you will see this is a copy of the table that you created in the last section. To
open the table, called Next Weeks Courses, double click on the table.
Click on the Datasheet View button and the Access screen will look as it did
originally.
Click on the Design View button again.
In the Design view you have an upper and lower section. The upper section looks
like this.
You can use the upper section to change field names and to modify the field data
type.
The lower section, displaying the ‘Field Properties’ looks like this.
The lower section allows you to specify more information about each field, such as
the field size or format. We will use some of these features later in the course.
Click in the cell directly under the Course Name header, and you will see the
following.
Press the Enter key and the next field will be selected, as illustrated.
Within the Course Description field, enter Basics. Press the Enter key and your
screen will look like this.
Within the Price field enter 200 and press the Enter key.
Within the Places Left field enter 5 and press the Enter key.
Within the Course Date field enter 3/3/2010 and press the Enter ke y.
Within the Duration (days) field enter 1 and press the Enter key.
Double click on the Attachment field.
Click on the Add button. Scroll down and select the logo_Word file.
Click on the Open button and you will see the following dialog box.
Click on the OK button. If you look carefully, you will notice that the number 1, is
displayed in brackets, within the attachment field.
Within the next row, down click within the Course Name field.
In the Course Name field, enter a course called Excel 2010 and press Enter.
In the Course Description field, enter Advanced and press Enter.
In the Price field, enter 400 and press Enter.
In the Places Left field, enter 2 and press Enter.
In the Course Date field, enter 3/3/2010 and press Enter.
In the Duration (da ys) field, enter 2 and press Enter.
In the attachment field, attach the Excel logo file.
The record navigation bar is located at the bottom-left of your screen, once you have
opened a table.
As tables grow, navigating records becomes more difficult, therefore Access has the
record navigation bar to help locate records more easily. As you can see currently
record 1 of 7 is selected.
To jump to a record, such as record number 5, enter the record number as illustrated
and press the Enter key.
Once the pointer has changed to the arrow shape, click and drag the field left to
decrease or right to increase the size.
Before continuing, make the first column narrower, so that the contents cannot be
displayed properly.
To automatically resize a field width, position the pointer over the thin dividing line
separating the first and second column heading, until the double arrow is displayed,
and then double click to see the fields automatically resize to fit the (longest) line of
When the pointer changes to a down arrow, click once to highlight the column.
Click and hold down the mouse button. Use the thick dark line (left of the highlighted
column) as a guide to the new position. Drag the column until the guide line is
between two columns. Release the mouse button.
TIP: To move multiple columns in one go, click in the first column and without
releasing the mouse button, drag across to the last column of the group you wish to
select. Let go of the mouse button to highlight the selected columns. To move the
selected columns, follow the same steps used to move a single column.
Experiment with re-ordering more columns. When you have finished experimenting,
reorder the columns back to their original order.
Save your changes and close the Access program.
Field Properties
Field Properties
Field Properties amongst other things, control how information is displayed, specifies
default values and prevents incorrect data entry. Options available will depend upon
the data type of each field.
Open access and open the Field Properties database.
Open the table called Next Weeks Courses.
Click on the Design View button (bottom-right of the screen) to switch to Design
View.
The Field Properties section occupies the lower half of the screen.
Click on the ID field (in the top section of the window) and you will see the following
field properties displayed.
Click on the Course Name field (in the top section of the window) and you will see
the following field properties displayed.
Click on the Price field (in the top section of the window) and you will see the
following field properties displayed.
Click on the Places Left field (in the top section of the window) and you will see the
following field properties displayed.
Click on the Course Date field (in the top section of the window) and you will see the
following field properties displayed.
Click on the Field1 field (in the top section of the window) and you will see the
following field properties displayed.
Mo ve to the Field Properties section and click in the cell to the right of Format,
where it says Currency.
The list displays the options available for the Currency data type according to the
regional settings of your computer.
Select a different currency type. In the example below, the Euro currency has been
selected.
Click within the Decimal Places line and you will see a down arrow displayed at the
end of the line.
Click on the down arrow and as you can see you can set the number of decimal
places that will be used. You would normally use the default Auto setting, but in this
case select 2 decimal places, as illustrated.
Click on the Places Left field, within the top section of the window.
Within the lower, Field Properties section click on the down arrow displayed to the
right of the Decimal Places.
Switch back to the Datasheet View by clicking on the Datasheet icon at the bottom-
right of the screen. You will see the following dialog box displayed.
Click on the Yes button to save your changes and you will see the following.
Click on the Design View icon (bottom-right) to switch back to design view.
In the Field Name column (displayed in the top section of the dialog box), select
Course Date.
Mo ve down to the Field Properties section. Click in the Format box and then click
on the down arrow to view the list of options.
NOTE: Access stores full date and time information, even when for example; the
format is set to display only the Short Date.
Input Masks
Input Masks are used to restrict how data is entered. By forcing users of the
database to only enter data in a fixed format this greatly reduces the chances of data
input errors.
NOTE: Input Masks only work with Text and Date data types.
Within the upper section, click on the Course Date, Data Type cell, as illustrated
below.
Look at the bottom of the screen and you will see a table that includes Input Mask,
as illustrated.
Select the Short Date option, and then click on the Next button. Although it is highly
unlikely in the case of a date, that you would wish to change the placeholder
character, you have the ability to substitute the character, inserting others in their
place. Do not make any changes in this case; simply look at what options are
available.
Click on the Next button and then the Finish button. The Input Mask now displays
the following.
Using the mouse pointer, select the next blank cell at the bottom of the Date
Received column.
Notice the new Input Mask appears. From this point on, each new record added to
the database will require the operator to follow the format. No other format will be
accepted.
Using Input Masks with Text data type for example, is useful when storing phone
numbers. As calculation is not needed, phone numbers are entered into fields
configured with the Text data type. Following the same approach as the Date / Time
input mask will ensure data entry operators will enter in phone numbers according to
the mask you have set.
NOTE: If at any stage incomplete data has been entered into the field using an input
mask, you will not be able to move out of the field or select another function until the
data is either removed or completed. Access will display the following message.
Validating Numbers
Validation rules help to control and therefore limit the type and amount of data users
can enter. By pro viding conditions (criteria), in the form of expressions in the
Validation property of a field, data entered must match the given conditions to be
accepted.
If the data fails to meet the conditions specified, Validation Text, also specified
within Field Properties below the validation rule, will be displayed prompting the
>=200
Within the Validation Text section type in the following line of text
Try overtyping the value you have just typed with the number 300. Again Access will
accept this as you also specified that prices over 200 could be entered.
Now try o vertyping the value with 150 and press the Enter ke y. This time you will
see an error message displayed, as the validation rule specifies that the price must
be 200 or above.
Click on the OK button and enter a valid number such as 400 and press the Enter
key.
Validating Dates
Click on the Design View button (bottom-right).
Select the Course Date field name.
>01/01/2010
In the Validation Text, type in Records cannot be backdated to last year, then
press the Enter key.
Access notifies you that the Data integrity rules have changed. Click on the Yes
button. When setting up Validation Rules, data in existing records may not meet the
new rules and if that is the case the following will be displayed.
As we are only interested in making certain all new record entries conform to the
rule, click on the Yes button to keep the new settings and continue testing.
NOTE: Access continues checking any other validation rules you added and will
inform you if they contain data that fails to meet the rules.
Within the Course Date column, try entering a date such as 03/03/2000, which
clearly is before the validated date specified. You will see the following dialog box
displayed.
Click on the OK button and overtype the invalid date with a valid date, i.e. after
01/01/2010, which will fulfill the validation criteria.
If you look within the Field Properties section, in the lower part of the window, you
will see that the Required option is set to No.
Double click on the word No and this will toggle to the word Yes.
Within the lower part of the window, set the Required option for this field to Yes.
Set the Required option for the Price field to Yes.
Set the Required option for the Places Left field to No.
Set the Required option for the Course Date field to Yes.
Set the Required option for the Duration field to Yes.
Leave the Required option for the Field1 field set to No.
Click on the Datasheet button (bottom-right) to switch to the Datasheet View. When
you see the following dialog box, click on the Yes button.
You may see the following dialog box, click on the Yes button.
Enter a name for the course, such as PC Theory and press the Enter key. Your
screen will now look like this.
Press the Enter key to jump to the Price field. Enter a price of 200.
Press the Enter key to jump to the Course date field. Enter a value of 03/03/2010.
Press the Enter key to jump to the Duration field. Enter a value of 1.
Press the Enter key to jump to the Field1 field. Your screen will now look like this.
Press the Enter key and you will see the following dialog box displayed. Remember
that you set the Required setting to Yes for the Course Description, which is why
this warning dialog box is displayed.
Click on the OK button and enter the word Basics into the Course Description
field.
Press the Enter key and you will no longer see any error messages.
Save your changes and close the Access program.
NOTE: These operators, wildcards, etc., along with the examples will prove useful
when learning about and using queries (covered in a later section), therefore it is
worth spending some time familiarizing yourself with them.
Other fields suitable to be set as a primary key are for e xample passport, social
security and driving licence numbers, military identification, tax, workplace or
personal identification numbers, unique to each individual.
Switch to the Design View, by clicking on the Design View button (bottom-right).
The Primary Key symbol identifies the Part Number field as being the primary key.
NOTE: The Primary Ke y button is also shown in the Tools group on the Ribbon.
To use another field as the primary key, select the Part Name field.
Click on the Primary Key button on the Ribbon. The Primary Key symbol is now
displayed beside the Part Name field.
NOTE: The Part Name field however is not a suitable data type to become a
primary key, as data within this field is unlikely to be unique.
When working with related tables, the Primary Key field in one table is generally the
(foreign key) field used to create the relationship with another table.
NOTE: Depending upon the data type a field is set to, more than one field can be
highlighted and set as a primary key, although only one displays the Primary Key
symbol.
MAKE SURE YOU DO THIS: Reset the Primary Key back to the Part Number, field
before continuing, as illustrated below.
As mentioned earlier, by default, Access sets the Primary key as the Index within a
table; however indexing can be set on other fields, especially fields used frequently
in searches.
NOTE: Although indexing may speed up searches, it can also slow the process of
updating data within tables. Also, you index OLE objects or attachment
fields.
As a guide, consider indexing a field if all of the following conditions are met:
- You anticipate storing many different values in the field. If many of the values in the
field are the same, the index might not significantly speed up queries.
Indexing can also be set for multiple fields. If you are likely to perform searches on
two or more fields within a single query, it makes sense to create a multiple-field
index on both fields.
NOTE: You can include up to 10 and set the order of fields in a multiple-field index.
When you sort a table using a multiple-field index, Access first sorts by the first field
defined for the index. If there are records with duplicate values in the first field,
Access then sorts using the second field defined for the multiple-field index.
Before creating an index, decide whether you want to create a single-field index or a
multiple-field index.
The following table lists the possible settings for the Indexed property.
NOTE: By setting the Index property to No Duplicates, Access prevents any new
value which matches an existing value from being entered into the field. For
example, indexing the ID field in a table and setting it to Yes (No Duplicates)
prevents duplicate numbers being entered and therefore the values in the field
remain unique.
Double click on the word No and it will toggle to the word Yes. The Field
Properties section will now look like this.
On the Design tab, within the Show/Hide group, click on the Indexes button.
A name for the index is required in the first blank row in the Index Name column.
This name is used only to identify the index and can be the name of a field(s) to be
indexed or another name.
In the Index Name column, type New Index and press the Enter key to move to the
Field Name column, as illustrated.
Click on the drop arrow and select Part Name and press the Enter key to move to
the Sort Order column.
Leave the sort order set to Ascending (default) and press the Enter key to move to
the next row down.
Press the Enter key again to move to the Field Name column, as illustrated.
Click in the left most column to highlight the row as shown below.
NOTE: To delete multiple rows in one go, click and drag in the left most column to
select the required rows before pressing the Delete key.
Close Access and save any changes that you have made.
Relationships
Table relationships
Good database design suggests data is organized across multiple tables, as to store
data in one single table would;
Relationships are used to create a link between two or more tables within a
database. When a link is established and with the use of other objects within the
database, data can be entered into or viewed from one or more tables at the same
time, without the need to close one table and open another.
One-Many
Many-Many
One-One
A relationship is built by matching a unique field within one table with a field within
another table.
One-to-many relationship
Consider a Parts sales database that includes a Customers table and an Orders
table. A customer can place any number of orders. It follows that for any customer
represented in the Customers table, there can be many orders represented in the
Orders table. The relationship between the Customers table and the Orders table
is therefore a one-to-many relationship.
TIP: This requires you to add a new (Customers ID) field to the Orders table and
set the data type. As the AutoNumber field can only be used once in a table, the
Number data type is used. Notice the Customer ID field is included in the Orders
table, shown in the following image.
NOTE: When using the name of a primary key field to create a field in another table
and thereby a link, the new field is often referred to as a Foreign ke y.
Many-to-many relationship
Consider the relationship between a Parts (Product) table and an Orders table. A
single order might include more than one product. On the other hand, a single
product can appear on many orders. For each record in the Orders table therefore,
there can be many records in the Products table.
In addition, for each record in the Parts table, there can be many records in the
Orders table. This type of relationship is called a many-to-many relationship
because, for any product, there can be many orders and, for any order, there can be
many products.
One-to-one relationships
In a one-to-one relationship, each record in the first table can have only one
matching record in the second table, and each record in the second table can have
only one matching record in the first table. This type of relationship is not common
because, most often, the information related in this way is stored in the same table.
NOTE: Both tables must share a common field but not necessarily a Primary key
field.
Start Access and open a database called Relationships from your Access 2010
Basics folder. You will notice the Orders and Parts tables in the navigation pane.
Double click on the Orders table to open it. Take a moment to look at the fields in
the table. As you might expect, you will find the Orders No field (primary ke y) and
several others, including a Part Number field from the Parts table (foreign primary
key).
To create a relationship between tables, the tables must be closed. Click on the
Close button to close the Orders table (and if open, the Parts table too).
Click on the Database Tools tab and from within the Relationships group, click on
the Relationships button.
Using the mouse pointer, select the Part Number field from the Parts table.
Drag across to the corresponding Part Number field in the Orders table. The Edit
Relationships options box is displayed.
Click on the Create button to establish the relationship and close the Edit
Relationships options box. There is now a link shown graphically as a line between
the two tables.
To bring data back together, Access uses the value in the "many" table to look up
the corresponding value in the "one" table.
Suppose you have a one-to-many relationship between Parts and Orders and you
want to delete a Part (Item). If the Part you want to delete has orders in the Orders
table, those orders will become "orphans" when you delete the Parts record.
The orders will still contain a Part ID, but the record (Parent) that it references no
longer exists. Referential integrity is designed to prevent this situation occurring and
keep references in sync so that this kind of situation never occurs.
Referential integrity by default is not enabled and therefore has to be enabled either
during the creation of relationships or when editing relationships. When enabled,
Access will reject any operation that violates referential integrity for that particular
relationship.
Access rejects updates that change the target of a reference or deletions that
remove the target of a reference. In other words, if you attempt to delete an
individual part from the Parts table that has been referenced in the Orders table
(included in an order), Access will prevent this from happening.
NOTE: If you miss the line when clicking, you will open a Edit Relationships
options box. Close the box and try again.
Click and check the Enforce Referential Integrity check box. Also notice how the
cascade options are now available for selection.
This graphically displays which table is the One and which is the Many in a One-To-
Many relationship.
Cascade options
There may be occasions when legitimate changes are necessary and for that
reason, there are two options available in Access which when enabled, allow
updates to fields and deletion of records (row) whilst maintaining data integrity.
NOTE: Both cascade options are designed for maintenance purposes and should
Deleting relationships
Once relationships have been established, Access behaves very differently and you
may find yourself unable to edit tables as you have done in the past, even when
referential integrity is disabled. This is because having established a relationship,
attempting to delete fields in a related table or editing / changing certain field
properties, etc., can have a knock on effect to other related tables, therefore Access
prevents the action.
NOTE: It is advisable to design your database well. Make sure your table design and
layout works, create and test your tables before you consider establishing
relationships.
Changes to the design, improvements and modification over time may also require
removal or changes to relationships between tables.
To delete a relationship, first click once on the line between the two tables. The line
appears thicker. Right click to activate the shortcut menu and select Delete.
Click on the Yes button to confirm. The relationship line between the two tables is
removed and the tables are no longer related.
Close Access and save any changes that you have made.
Forms
Forms overview
Up to this point, you have entered data directly into a table. Rather than having
information overload from viewing a screen full of records in a table, forms provide
an aesthetically pleasing window to enter and display record information.
Forms can be used to display and maintain records within your database.
Forms can be designed to display fields from multiple tables and can also be used to
restrict what information users have access to. In addition, buttons can also be
added to provide automated functionality.
Microsoft Access 2010 gives you tools to help you create forms quickly, and
provides new form types and features that improve the usability of your database.
Creating forms
Start the Access program.
Open a database called Forms.
In the Navigation Pane, click to select the Parts table.
NOTE: It is VERY important that you have selected the Parts table, NOT one of the
other tables, as we are going to produce a form based on the Parts table.
Click on the Create tab and from within the Forms group, click on the Form button.
You will see the following, which displays all the fields within the Parts table.
Modifying forms
Make sure the newly created form is still in Layout View. If necessary, click on the
Layout View button at the bottom-right of the screen.
Click on the Design tab and within the Themes group, click on the Themes button.
You will see a drop down list of available styles. Select the Clarity style.
NOTE: You can select different styles until you find one suitable. The final color is
not set until the form is saved and can be modified again at a later time.
Although the boxes are no longer visible around each data field in the form, they do
still exist.
Click on the Price field, i.e. select the number 1.80, the text label. Your screen
will look like this.
NOTE: Te xt labels (such as the word Price) are used to indicate the purpose of the
data fields in a Form. Labels are simply text in te xt bo xes and can be modified, for
example the Attached Docs label could be edited to show Attachments instead.
The Price field in the Parts table is formatted as Fixed, not Number and therefore
there is no currency symbol.
Click on the Format tab, and within the Number group, click on the Apply Currency
Format button.
All entries in the Price field within the form will now show a currency symbol
preceding the value. The underlying table however remains unchanged.
NOTE: The actual currency symbol depends upon the Region and Language
settings in the Windows Control Panel.
Click on the Supp ID field, (i.e. click on the box containing the number 2) as
illustrated below.
The Supp ID field is a foreign key field from another table and used to establish a
relationship between the Supplier and the Parts tables. There is no reason for
users to see this field in the table therefore it can be removed from the form.
With the field box highlighted press the Del key to remove the field. Your screen will
now look like this.
NOTE: Deleting fields in a form has no impact on the table, which remains
unchanged.
The Part Name and Description fields each occupy double line spacing and these
need to be adjusted. The double spacing is illustrated below.
Select the Part Name field first (i.e. click to select the box containing the word
Light), move the pointer to the bottom line of the box, until the pointer changes to a
double arrow.
Click and drag the line up to reduce the box height, similar to that of the Category,
Price, In Stock.
Repeat the same steps, this time selecting the Part Description field.
We can easily move fields within a form. To try this, place the pointer in the middle
of the highlighted field (i.e. the Part Number field), until the pointer changes to a
(crosshair) pointer.
Click and drag the Part Number field down the form and position below the
Attached Docs field.
Click on the Undo button to undo the move and return the Part Number field back
to its original position.
Double click on the Parts label again to select and highlight it.
Click on the Design tab and from within the Header / Footer group click on the
Logo button.
Double click on the Images folder and you will see a selection of pictures.
Select an image file called Motor Parts.
Click on the OK button and the logo will be displayed as illustrated below.
NOTE: Make sure that you click on the label NOT the field which is next to the label.
Look closely at the illustration below.
The outline changes to show a thin outline box which indicates you are now in text
edit mode. Place the mouse pointer at one end of the label, then in one motion, click
and drag to highlight both words.
Type in the word Documentation, then press the Enter key to commit the change.
Saving a form
Press Ctrl-S or click on the Save icon to save the form.
Click on the OK button to save the form. The new form appears below tables in the
Navigation Pane.
Form View
Click on the Form View button (bottom-right of the screen) to switch to Form View.
Unlike the Layout View, Form View does not allow the form to be modified, however
a user will be able to enter and edit data, navigate and create new records in the
underlying table.
Initially, there is little to differentiate between Layout View and Form View. The first
noticeable difference will be the ribbon, as the Form Layout contextual tab is no
longer available. Clicking into the field text boxes also no longer activates the border
around the data input area; instead double clicking will highlight the data.
NOTE: Although this is record number 6, the Part Number is 21. Record navigation
relates to the number of record in the table, not to the unique numbers assigned to
each record.
Click once in the Documentation field box. An outline box appears around the
Attachments box and a control options toolbar appears just above the attachments
box.
Click on the Add button and locate an image file named Oil Filter, which is located
in the Images folder under your sample files folder.
Click on the OK button to close the Attachments dialog box and return to the form.
An image of the oil filter is now displayed in the Documentation field, however the
image is small and difficult to determine.
Click on the Layout View button (bottom-right) to switch to Layout View.
Mo ve the mouse pointer to the bottom edge of the Documentation field box and
position until the pointer changes to a double headed arrow.
Using the mouse pointer, click and drag the bottom of the field box downwards so
that the screen resembles the illustration below, then release the mouse button.
Click on the Form View button (bottom-right) to switch back to Form View.
Double click within the Documentation field. The Attachments dialog box will be
displayed.
Click on the Add button and select a file named Product Specs –
Oil Filter, located in the Access 2010 Basics folder.
NOTE: You will have to move up a folder level, as you are currently viewing the
Images folder, which is located under the Access 2010 Basics folder.
Click on the OK button to close the Attachments dialog box and return to the form.
The image of the oil filter is still displayed in the Documentation field.
NOTE: When file attachments are added to a field, the first image file added will be
the image displayed by default for the record. If documents are attached to a field
without an image, a button, representing the application used to create or open the
document, i.e. Microsoft Word will be displayed.
When two or more attachments have been added to a field, the arrow controls
provide a means of viewing them.
Click once in the Documentation field to activate the control options toolbar.
TIP: The attachment navigation arrows are most useful when viewing multiple image
attachments.
When active, click on the left arrow button to navigate backwards through the list of
available files.
NOTE: If you had wanted to open and view the attached document, you could have
double clicked to view the document.
Let us assume after checking your stock, it emerges that in fact there are only 34 of
these lights in stock, not 39, therefore the record needs to be edited and updated
with this new information.
Double click on the In Stock field to highlight the value.
NOTE: The value has been updated and committed to the Parts table.
At the top-left of each record in a form there is a bar with a single right pointing arrow
at the top of the bar.
When clicked, the bar changes to show the whole record is selected. By doing this,
you can delete an entire record in one go. Click anywhere on the bar to select the
record. The bar changes to look like this.
NOTE: The record which is about to be deleted has disappeared and the Record
Navigation bar displays one less record.
Enter the following information to complete the new record, pressing the Tab or the
Enter ke y to move from one field to the next.
Press Enter once more to move to the next new record and save the record you just
completed.
Closing forms
To close a form, click on the Close button at the top right of the form window.
You will see a dialog box asking if you want to save your changes. Click on the Yes
button.
Opening forms
To open a form, locate and double click on the form name in the Navigation Pane.
Deleting a form
If you opened the form, close it now. Deleting a form is similar to deleting a table or
any other object in the database. Before an object in this case a form can be
deleted, the object must be closed.
Click once to highlight the Parts form name and then press the Del key. Access
displays a warning dialog box, requesting confirmation of deletion.
Click on the Yes button to confirm deletion. You will no longer see the form, as
illustrated below.
Filtering a form
Start the Access program.
Open a database called Filtering Forms.
If you click on the Next Record arrow button (towards the bottom-left) a few times
you will see that there are a number of records relating to the Beverages category.
Click within the Category section of the form (i.e. click over Beverages).
Click on the Home tab and then click on the Filter button within the Ribbon.
Click on the OK button. If you now click on the Next Record button a few times you
will not see any items relating to the Beverages category, as you have filtered the
form not to show them.
From the popup menu displayed, select the Clear filter from Category command.
Double click on the Parts Form to open it. Your screen will now look like this.
Switch to Design View. To do this, click on the Home tab and then click on the
down arrow under (or next to) the View button.
Your screen will now look like this. Notice there is a ‘Form Header’ section at the
top of the form.
Double click on the existing form header called ‘Parts’ to select it, as illustrated.
Enter a new header, in this case Current Parts List, as illustrated below.
If you use the Next Record control towards the bottom-left of the screen, you will
see that the form header is always displayed.
Click on the Design tab and then click on the Label button (within the Controls
group).
Mo ve the mouse pointer down to the area under the words ‘Form Footer’. Press the
mouse button and while keeping it pressed move diagonally to create a text box as
illustrated below.
Release the mouse button and type the words Created by <your name>, as
illustrated below.
Switch to Form View. Move between different records to verify that the form footer
is visible for different records.
NOTE: If you wanted to modify the form footer, you would use the same technique
used for modifying form headers.
Queries
Queries are used to extract and analyze data within one or more tables.
Queries can be saved, edited and reused. They pro vide output for use by other
database objects, such a forms and reports.
Queries are also capable of working with data across multiple tables.
Different queries are designed to perform different functions, for example an update
query searches for and updates field information in one or more tables, whilst a
delete query searches for and deletes records from one or more tables.
An update query is similar to the Find & Replace function found in most Microsoft
applications, only more advanced. For example, if telephone area codes change to
accommodate an increasing population, an update query might be created to find all
existing area codes affected by the change and at the same time, replace the old
area code with a new area code.
NOTE: Update queries cannot create new records, only update existing records.
A select query is used to search for and display data according to the specified
criteria. This data can then be viewed as a table, in a form created specifically on
the query or as a report.
A delete query is used when you need to remove entire records (rows) from a table.
Delete queries, by default, remove all of the data in each field, along with the unique
key field, (normally the primary key field) When the query is run, it removes the
entire record (row) from the table.
Before creating a delete query, you would create a select query first to ensure it
returns the records that you want to delete. This way you are able to test the query
first, rather than inadvertently deleting the wrong records. Only when the select
query is tested and returns the correct results, would you convert the query to a
delete query.
An append query, is used when you want to extract information (records) from one
or more tables and append (add) it to one or more tables. Normally the tables would
reside in the same database however other database can also be used.
A make table query retrie ves data from one or more tables, and then loads the
result set into a new table. That new table can reside in the database that you have
open, or you can create it in another database.
As with all objects, Access provides a Wizard tool to help create different types of
queries or blank queries that can be configured from scratch.
Creating a query
Start the Access program.
Open a file called Queries. The database opens with two tables (Orders and Sales
Employees) displayed in the Navigation Pane.
Click on the Create tab and from within the Macros & Code group click on the
Query Wizard button.
With the Simple Query Wizard selected, click on the OK button. The Simple
Query Wizard dialog opens.
Use the down arrow in the upper part of the dialog box to select the table or query
you intend working with, in this case select Table: Orders.
In the lower part of the dialog box are two field selection boxes, Available Fields
and Selected Fields.
Available Fields can be added to the Selected Fields bo x b y first highlighting the
field and then clicking on the right pointing arrow button.
Or you could double click on a field within the Available Fields list.
Alternatively, clicking on the button below adds all fields to the Selected Fields box.
NOTE: When fields are displayed in the Selected Fields box, this button will
remove all fields.
First Name
Last Name
Category
Product Name
Quantity
Order Date.
At this point you can accept the default name provided by Access or type your own.
Highlight the Query Name and type in Customer Orders, as illustrated.
Click on the Finish button. The Customer Orders query displays the result in table
form.
The new query can be seen as a new object in the Navigation Pane.
Currently all this query has done is to display information from the Orders table
using only the fields chosen as you worked through the wizard.
NOTE: By default, Access has already saved the query using the name provided
during the wizard process.
For example, if there is a need to locate orders placed between certain dates, we
would use the AND operator with the following type of criteria entered into the date
field of the query.
Using the OR operator you could enter the following criteria into the date field.
22/01/2006 OR 9/04/2006
This criteria would locate records with either of those two dates.
The NOT operator could be used to exclude records with certain dates from the
query results. For example:
NOT 22/01/2006
This criteria would exclude all records dated 22/01/2006 from the query results.
TIP: Operators used to create criteria in queries are the same operators used to
create validation rules.
To add criteria to a query, the query must first be in Design View. Click on the Home
tab. Click on the down arrow under the View button to switch to Design View.
Similar to other objects when in Design View, queries have their own specific ribbon,
functions and tools.
NOTE: Although this is currently a Select query, this query can be modified at any
stage to become a different type of query and therefore perform a different function.
When working with existing queries, the table field list, located in the Query Design
window, is similar to that used when creating relationships between tables. The
underlying table can be identified by the name at the top of the list, in this case
Orders.
NOTE: One difference with this table field list is the * symbol above the Primary Key.
When used, the * represents All fields in the table and is used to save time.
The Query Design Grid is where selected fields from one or more tables are added,
criteria entered, the sort order set and fields set to display or not when the query is
run.
NOTE: Fields can be included in the query design grid for criteria (record search)
purposes only and they do not have to be displayed when the query is run.
Place the mouse pointer in the Criteria row under the Order Date field in the query
design grid and type the following.
Press the Enter key or use the keyboard cursor key to move to another cell in the
grid.
Notice how the criteria entered changes. Access places hash symbols either side of
the dates to signify this value as a date.
NOTE: You may have to widen the column to see this clearly.
NOTE: Don’t do this now, but if you wanted to remove this criteria, you would simply
select it in Design View and then press the Del key to delete it.
Running a query
When all the necessary fields, criteria, sort parameters, etc., have been entered into
a query and it is ready to be tested or used, you will need to ‘run’ the query.
As an example, when you run a select query, you are giving the query a command
to look at its parameters, go and search the table or tables for records matching the
criteria and produce a list of those records.
Click on the Design tab and from within the Results group click on the Run button.
Look at the data within the Order Date column and you should see that all the dates
displayed are within the range specified by the query criteria.
In the Navigation Pane, click once on the Customer Orders query to select it.
Next we want to narrow down the search to purchases made for products which fall
under the Dried Fruit & Nuts and Grains categories, between the date criteria
previously set.
Place the mouse pointer into the Criteria row of the query design grid in the
Category field. Type in the following.
Use the keyboard down arrow pointer key or mouse to move down to the row below
(the ‘or’ row) in the same field (Category).
Grains
NOTE: This time Access encloses the text with “Speech” marks to set the data type
to search for as text.
When run, the query will now search for any records between the date range
specified which contain either Dried Fruit & Nuts or Grains.
Click on the Design tab and from within the Results group click on the Run button.
When the results are displayed however they are not what we might have expected.
There are no records listing Dried Fruit & Nuts.
It is possible that none of the sales of Dried Fruit & Nuts took place between the
dates specified but this is unlikely. Either way, it is worth checking the query design
to make sure the criteria is correct.
TIP: The easiest way to check the results is to take a look at the table or tables the
query is working with. If records matching the criteria are available in the table but
not the query, there must be an issue with the query design.
As we know the data range works, having run the query prior to adding the
Category criteria, the problem must be elsewhere. Look at the criteria in the
Category field.
When you entered the criteria and moved to the next row, Access added “speech”
marks. The criteria went from Dried Fruit & Nuts to " Dried Fruit" & "Nuts".
Despite all good intentions, Access does not always interpret entries in the way
there were intended. Access has seen the & between Dried Fruit and Nuts and
interpreted this to be two statements;
1) Dried Fruit
2) Nuts.
Place the pointer into the Criteria row of the Category field and remove the two
“speech” marks either side of the & symbol.
The results are displayed and this time includes records which contain the category
Dried Fruit & Nuts according to the criteria set.
Saving a query
When first created using the Access wizard, a query is saved automatically. If the
query is then modified at a later stage or you create a blank query, you will need to
save using the Save button.
If you make changes to a query and then run the query, then when you exit the
query without saving, you will be prompted to save the query.
Click on the Yes button to save any changes, otherwise they will be lost and you will
have to start afresh.
Right click on the Customers Orders query tab.
This will display a popup menu. Select the Close command. If prompted, click on
the Yes button to save the query.
Continuing with the Queries database and the Customer Orders query, the next
objective is to search for records matching a given criteria, using both the Orders
and Sales Employees table.
Click on the Create tab and from within the Macros & Code group, click on the
Query Design button.
The Show Table dialog box is also displayed, similar to the one used to add tables
when creating table relationships.
Select the Sales Employees table and click on the Add button again.
TIP: Double clicking on both table names quickly adds them to the query design
window.
When both tables have been added to the query design window, click on the Close
button to close the Show Table dialog box.
NOTE: If you inadvertently add a table twice to the query design window, with the
pointer in the name area at the top of the additional table, (normally identified by the
Original Table name with a _1 after the name), click using the right mouse button
and from the shortcut menu, select Remove. See next image.
When the Show Table dialog box is closed, the design window should be left with
two linked tables.
The purpose of this query is to check the sales performance of staff. The Sales
Employees table contains the names of each of the sales teams and other staff
information. The Orders table contains information about products sold, quantities,
dates, etc.
A relationship between the two tables has already been established with the
Employee Number (Primary key) field in the Sales Employees table linked to the
Employees ID (Foreign key) field in the Orders table.
Employee names are not listed in the Orders table. To have the query display the
names of staff against the orders they have processed, a query will have to include
fields from both tables.
In the Orders table, click once to select the Category field. Now hold down the Ctrl
key and click once on each of the following fields.
NOTE: You may need to scroll down the list to see all these items.
Product Name
Quantity
Order Date.
Release the Ctrl key and the four fields should now be highlighted within the Orders
table.
In one movement, place the pointer over one of the highlighted fields, click and drag
to the design grid below. When the pointer is in the grid, release the mouse button.
The fields are added to the design grid and are ordered from left to right as they
would be in the table.
Next click to select the Employee Name field in the Sales Employee table.
Click and drag the Employee Name field down and to the next blank column to the
right of the Order Date field.
With the pointer correctly positioned, release the mouse button to add the field.
NOTE: The table row of the query design grid displays the names of the tables used
in this query.
The query displays a table containing a list of all the sales staff and the orders
placed with each member of staff. At this time the table is arranged in order of
Employee ID, the primary key field, even though this field was not included in the
query design.
Mo ve the mouse pointer to just above the Employee Name field name (within the
lower section of the screen) where there is a thin grey line and until the pointer
changes to a down arrow shape.
With the down arrow shape as the pointer, click to highlight the Employee Name
field.
Mo ve the pointer once more to just above the Employee Name field name where
there is a thin line and until the pointer this time changes to an arrow shape.
In one movement, click and drag the field to the left of the Category field, then
release the mouse button.
NOTE: As always, Access provides a thick black guideline to highlight the current
position of the moving field before release. The Employee Name field should now
be on the left side of the query design grid.
Using the pointer, click in the Sort row under the Sales Employees field. Then click
on the down arrow displayed in this cell.
Select Ascending from the drop down option box. When run, this query will display
the results in alphabetical order of Employee Names, rather than order of
Employee ID.
Click into the Criteria row of the Category field, type in the following word and then
press the Enter key.
Beverages
When run, this query will return only records which match Beverages in the
Category field.
Click on the tick box above the criteria you just entered in the Category field. This
will remove the tick. Although the Category field is used by the query to specify
search criteria, the field does not have to be displayed in the final results.
Click on the File tab and click on the Save Object As button.
The query tab also changes to display the new name, as illustrated
Click on the Design tab and from within the Results group click on the Run button.
The results of the modified query are displayed. Only records matching the search
criteria Beverages in the Category field are displayed and the Category field is
hidden.
What if there was a bonus incentive for staff who sold more than 40 items of any
Sauce products since 01/01/2007. Also Nancy Freehafer has left the company;
therefore we want to exclude her from the search.
You can use and modify an existing query; however the query should be given a
new name and saved before changes go ahead.
Click on the File tab and click on the Save Object As button.
Click on the Home tab and the Navigation Pane displays the newly saved query.
Click on the Home tab, click on the View button and then click on Design View.
Mo ve the pointer to just above the Category field name where there is a thin grey
line and until the pointer changes to a down arrow shape. With the down arrow
shape as the pointer, click to highlight the Category field.
With the field highlighted, press the Delete key on the keyboard to delete the field
from the grid.
Click within the Criteria row of the Employee Name field and type:
<>Nancy Freehafer
Click into the Criteria row of the Product Name field and type:
Like *Sauce*
NOTE: Wildcards such as the * can be used to signify, in this case for example, that
the word Sauce can appear anywhere in the Product Name description.
Click into the Criteria row of the Quantity field and type the following and press the
Enter ke y.
>40
Click into the Criteria row of the Order Date field and type
>=01/01/2007
Click on the Save button in the Quick Access toolbar to save the changes to the new
query.
Click on the Design tab and from within the Results group click on the Run button.
Right click on the Staff Incentive – Sauce Sales query tab and from the popup
menu displayed select the Close command.
Deleting a query
In the Navigation Pane, click once to highlight the Staff Sales Figures query.
Press the Delete key on the keyboard. Access displays a warning dialog box.
Click on the Yes button to continue and delete the query. The screen will now look
like this
Close Access.
Double click on the query called Customers Query and you will see the following.
To hide the City field, we need to select the City column. To select this column click
at the top of the City column, as illustrated below.
Right click over the top cell containing the word City and from the popup menu
displayed select the Hide Fields command.
The screen will change as illustrated below. The City column has been hidden.
To unhide the hidden column you need to select the columns either side of the
hidden column, as illustrated below. Now when you right click over the selected
columns you will now see the Unhide Columns command.
Clicking on this command will display the Unhide Columns dialog box.
Click on the column that is hidden, in this case City and then click on the Close
button. The column will then become visible, as illustrated below.
Scroll through the list until you locate the Microsoft Office folder button and click to
select.
If necessary select the Documents folder within the left section and within the right
section of the window select the Access 2010 Basics folder. Double click on the
Access 2010 Basics folder to see the sample files.
Double click on a file to open the file. You will see the database displayed.
Opening a table
To open a table, such as Next Weeks Courses in the example illustrated, double
click on the table.
The Ribbon has been designed to offer a standardized layout across all Microsoft
Office applications and help users quickly locate frequently used functions.
The Ribbon is designed to display the most appropriate tools / functions according to
the task at hand and each is divided into Groups. As you work with various objects
and views within Access, the Ribbon will change accordingly, displaying the options
considered most useable at that point.
Ribbon tabs
Ribbon tabs separate functions across different Ribbons according to the Object or
View you are working in. Undertaking different tasks within the database, i.e. editing
an object or switching between Datasheet / Design views generally causes the
Ribbon tabs and consequently Ribbons to auto select or display additional options
(Contextual tabs). Ribbon tabs can also be selected manually, however only acti ve
items will function.
Groups
All functions are clustered into groups and set out across the Ribbon. Groups have
been designed to help identify tools quickly. An e xample is illustrated below. If you
look at the groups under the Home tab that are displayed on your screen you will
see the following groups displayed. In the example illustrated these include, Views,
Add & Delete, Properties, Formatting and Field Validation.
Having identified the number / letter, selecting it on the keyboard will activate the
functions or tab associated with the quick key. In certain circumstances, Quick key
characters continue to display until another Quick key is selected, the ‘Alt’ key is
pressed again or the ‘Esc’ key is used.
Contextual tabs
Contextual tabs provide additional functionality and will only be displayed when
required. When working on tables for example, the Contextual tab Table Tools
appears to the right of the Ribbon tab.
Double clicking on a Ribbon tab minimizes the Ribbon, offering a greater work area.
To make selections from a minimized ribbon, click on a ribbon tab. The ribbon
expands for you to make your selection, then minimizes again.
To restore the ribbon to a fixed state, double click on any of the ribbon tabs.
Commands include:
NOTE: The Save Object As command is used to save copies of Objects (Tables,
Forms, etc.) within the database, not the database itself. If you need to rename the
database filename or create a copy of the file, this needs to be done using other
methods.
When clicked, it will open the Access Help window. Alternativel y, pressing the F1
function key, normally located in the top row of the keyboard, will also activate the
help window.
From the help window, you will be able to select and click on the topics listed or type
in a word or words into the Search box and have Access Help search the files for all
matching help topics.
As an example of using Help, type in the subject you need help with, such as tables
and then press the Enter key on the keyboard or click on the Search button.