Trish Conner-Cato

Microsoft
©

Access 2021
Learnit!
 Introduction into How Creating a New Database Entering Data into Tables

Microsoft
Relational Databases
© Operate Learning the Access
• Planning
• Object naming conventions
• Data entry techniques
• Sorting and filtering data
• Examining Database Objects Interface • Creating new tables
• Examining Table Relationships • Importing data from Excel

Access 2021 Introduction into Relating Creating Commonly Used Customizing Queries with

Module 1 – Table Data

• Using the Relationships Window
Queries
• Using the Query Wizard
• Using Design view
Criteria
• Adding criteria
• Using wildcards in criteria

Introduction
into How Files Used:
Databases • Excel – Import into Access
•
Operate - •
Word – Manual Data Entry
Word – Simple Cash Register Instructions

Lessons • Word – Super Duper Cash Register Instructions

Access 2021
Module 1: Exploring a Relational Database
Lesson 1 – Examining Database Objects
Introduction
into How How Data is Related Between Tables
Databases
Operate
 Tables – store data

Access 2021 Queries – ask questions of data

Module 1: Forms – used for data entry or to display information to the user

Lesson 1 – Reports – can be distributed

Database Macros – automate tasks

Modules – automate tasks using VBA

Objects
 Exploring Access Ribbon Tabs
Access 2021
Module 1:
Using the Access Navigation Pane
Lesson 2 –
Learning the
Using Data View and Design View of an
Access Object
Interface
 Planning Steps to Create a
Access 2021
Module 1: New Database
Lesson 3 –
Creating a
Creating a New Database
New
Database
 Confer with colleagues
Access 2021
Module 1: What is its business purpose?
Lesson 3 –
Who will use it?
Planning a
New How will users be trained?
Database
 Tables – tblCustomers; tblProductsInformation
Access 2021 Queries - qryCustomers
Module 1: Forms – frmCustomers
Lesson 3 – Reports – rptCustomers
Object Macros – mcrRequirePassword
Naming Modules – modErrorHandling
Conventions
Access 2021 Planning Steps for Database Tables
Module 1:
Lesson 4 – Create Tables in Design View
Designing Import Data from Excel
and Creating
New Tables
 Multi-Subject Planner for One Topic
• Related Subjects
• Related Fields
Access 2021 One Table per One Subject
Module 1: Plan on Paper First
Lesson 4 – Break Data Down to Lowest Form
Planning • Easier for sorting/filtering

Tables Review Table Plan

 Customer Table Field Names

Access 2021 CustomerID (AutoNumber) Zip

Module 1: CompanyName

Address1
Phone

Email (Hyperlink)
Lesson 4 – Address2 Active (Yes/No)
Sample Plan City Employee (Number)

for Customer State

and Employee Table Field Names

Employee EmployeeID LastName FirstName Extension

Tables
 Manually Enter Data into
Access 2021
Module 1: a Table
Lesson 5 –
Entering Data Entry Shortcuts and
Data into Techniques
Tables
 Rearranging Records by
Access 2021
Module 1: Sorting
Lesson 6 –
Sorting & Hiding Records Using
Filtering Filtering
Data
Access 2021 Exploring Different Relationship Types
Module 1: Using the Relationships Window
Lesson 7 – The Add Tables task pane
Introduction
Creating Table Relationships
into Relating
Table Data
 One-to-many (most common)
• One customer has many orders
Access 2021 Many-to-many (requires a third table)
Module 1: • Many products are on many orders
Lesson 7 – • Many orders have many products

Relationship One-to-one (not common)

Types • One department has one manager
 • tblOrders – tblOrderDetails
• Common Field: OrderID
Access 2021 • tblProducts – tblOrderDetails
Module 1: • Common Field: ProductID
• tblCategories – tblProducts
Lesson 7 – • Common Field: CategoryID
• tblCustomers – tblOrders
Table • Common Field: CustomerID

Relationship • tblEmployees – tblCustomers

• Common Field: EmployeeID / Employee

s • All relationships are one-to-many

• Cascade updates on all relationships
 Introduced to Relational Database Concept

Reviewed Access Environment

Planned and Created New Database

Access 2021
Planned and Created Database Tables
Module 1:
Recap Sorted and Filtered Table Data

Created Table Relationships

 Creating Commonly Used Customizing Queries with
Queries Criteria
• Using the Query Wizard • Adding criteria
Microsoft© • Using Design view • Using wildcards in criteria

Access 2021
Module 2 – Using Forms for Data Entry Creating Reports for Data
Output
Queries,
• Using the Form Wizard
• Using Design View • Basing Reports on Queries
• Exploring Form Layouts • Previewing/Printing Reports

Forms, and • Performing Data Entry • Understanding Design View

• Formatting Reports

Reports -
Lessons Files Used:
• Learnit Logo
 Adding Criteria to Limit Query
Access 2021 Results
Module 2:
Lesson 2 – Introduction to Using Wildcards in
Customizing Criteria
Queries with • Wildcards in queries and parameters in A
ccess
Criteria
Access 2021 Creating Forms
Module 2: • Exploring Different Form
Lesson 3 – Layouts
Using Forms • Performing Data Entry in
for Data Forms
Entry
Access 2021 Basing Reports on Queries

Module 2: Previewing and Printing Reports

Lesson 4 – Understanding the Report Design Interface
Create Formatting Reports for Professional-Looking Output
Reports for
Data Output
 Created Commonly Used Queries

Customized Queries with Criteria

Access 2021
Module 2: Created and Used Forms for Data Entry
Recap Created Reports for Data Output
 Controlling Query Creating Complex
Results with Join Queries with
Microsoft© Types Multiple Criteria

Access 2021
Module 3 Calculating Data
with Queries
Lessons
Access 2021
Module 3:
Lesson 1 –
Controlling
Join tables and qu
Query
eries (microsoft.co
Results with m)
Join Types
 Observed how Join Types Impact Query Results

Created Complex Queries with Multiple Criteria

Access 2021
Module 3: Calculated Data with Queries

Recap Summarized Data with Grouping

 Automating
Using Query
Queries with
Wizards
Microsoft© Parameters
Access 2021 Advanced
Module 4 Exploring
Report Design
Action Queries
Techniques
Lessons
 Creating Automated Requests for Criteria
Access 2021
Module 4:
Using Wildcards in Parameter Queries
Lesson 1 –
Automating
Using Range Operators in Parameter
Queries with Queries
Parameters
 Category of Queries that
Access 2021 Change Table Data
Module 4: • Make-Table Query
Lesson 3 – • Append Query
Action • Update Query
Queries • Delete Query
Access 2021
Understanding Report Control Types
Module 4:
Lesson 4 – Grouping Report Data
Advanced
Report Summarizing Report Data
Design
Techniques
 Created Parameter Queries

Used Query Wizard

Access 2021
Module 4: Created Action Queries
Recap Used Advanced Report Design Techniques
Microsoft©
Using
Access 2021 Advanced Form Switchboards to
Module 5 – Design Techniques Navigate Database
Objects
Advanced
Introduction to
Form Design Designing Macros
to Automate
Access Visual Basic
for Complex
Techniques, Database Tasks
Automation
and
Automation -
Lessons
Microsoft© Tabbed
Access 2021 Subforms
Forms
Module 5 –
Lesson 1 - Split
Advanced Forms
Form Design
Techniques
Microsoft©
Access 2021
Module 5 – Default
Lesson 2 - Tab Order
Creating
Values
“Keystroke-
less” Field
Controls
Microsoft©
Access 2021 Close / Open DB Use Message Boxes
Automate
Parameter Queries
Module 5 – Objects to Notify Users
with Macros

Lesson 4 –
Designing View Related
Records in Another
Hiding/Unhiding
Field Controls with
Use Macros to
Validate Data Entry
Macros to Form with Macros Macros

Automate
Database
Tasks
Microsoft©
Use VBA to Secure
Access 2021 Forms with
Use VBA to Create
User Input Boxes
Passwords
Module 5 –
Lesson 5 – Use Logic File Used: VBA
Introduction to Programming to
Interpret
Code for Access
2021 – Text
Visual Basic Conditions Document

for Complex
Automation
Microsoft©
Using
Access 2021 Advanced Form Switchboards to
Module 5 – Design Techniques Navigate Database
Objects
Advanced
Introduction to
Form Design Designing Macros
to Automate
Access Visual Basic
for Complex
Techniques, Database Tasks
Automation
and
Automation -
Recap
Microsoft©
Access 2021
Module 6 – Linking Tables to Customizing
Database Ensure Database Database
Security Options
Security, and
Database
Options -
Lessons
Microsoft©
Access 2021
Module 6 – Linking Tables to Customizing
Database Ensure Database Database
Security Options
Security, and
Database
Options -
Recap
 The Linked Table Manager
Access 2021 • Depending on the version of Access you have,
Module 6: the Linked Table Manager dialog box works
Lesson 1 – differently. In Microsoft 365, you can use this
dialog box to refresh, relink, add, edit, search,
Linking Table and delete linked tables, but you cannot
export information to Excel. In Access 2016
to Ensure and later, the dialog box is much simpler, but
Database you can export information to Excel.
Security