Access_2007_Advanced_Sample.pdf

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Access 2007 Advanced

Sampl

CorporateTraining Materials

All of our training products are fully customizable and are perfect for one day and half day workshops.

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TABLE OF CONTENTS

Preface ..............................................................................................................................................3

What is Courseware? ................................................................................................................................ 3

How Do I Customize My Course? .............................................................................................................. 3

Materials Required ................................................................................................................................... 4

Maximizing Your Training Power .............................................................................................................. 5

Icebreakers ........................................................................................................................................6

Icebreaker: Friends Indeed........................................................................................................................ 7

Training Manual Sample ..................................................................................................................... 8

Sample Module: Advanced Table Tasks .................................................................................................... 9

Instructor Guide Sample ................................................................................................................... 16

Sample Module: Advanced Table Tasks .................................................................................................. 17

Activities ......................................................................................................................................... 28

Quick Reference Sheets .................................................................................................................... 30

Certificate of Completion ................................................................................................................. 32

HTML Material ................................................................................................................................. 34

PowerPoint Sample .......................................................................................................................... 41


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Preface

What is Courseware?

Welcome to Corporate Training Materials, a completely new training

experience!

Our courseware packages offer you top-quality training materials that

are customizable, user-friendly, educational, and fun. We provide yourmaterials, materials for the student, PowerPoint slides, and a take-

home reference sheet for the student. You simply need to prepare and

train!

Best of all, our courseware packages are created in Microsoft Office and can be opened using any

version of Word and PowerPoint. (Most other word processing and presentation programs support

these formats, too.) This means that you can customize the content, add your logo, change the color

scheme, and easily print and e-mail training materials.

How Do I Customize My Course?

Customizing your course is easy. To edit text, just click and type as you would with any document. This is

particularly convenient if you want to add customized statistics for your region, special examples for

your participants industry, or additional information. You can, of course, also use all of your word

processors other features, including text formatting and editing tools (such as cutting and pasting).

To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the

Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click Update entire

table and press OK.

(You will also want to perform this step if you add modules or move them around.)

If you want to change the way text looks, you can format any piece of text any way you want. However,

to make it easy, we have used styles so that you can update all the text at once.

If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting.

In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will

then produce the Modify Style options window where you can set your preferred style options.


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For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would

do:

Now, we can change our formatting and it will apply to all the headings in the document.

For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by

Corporate Training Materials.

Materials Required

All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard

or chalkboard instead.)

We recommend that each participant have a copy of the Training Manual, and that you review each

module before training to ensure you have any special materials required. Worksheets and handouts are

included within a separate activities folder and can be reproduced and used where indicated. If you

would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead

of having individual worksheets.


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We recommend these additional materials for all workshops:

Laptop with projector, for PowerPoint slides Quick Reference Sheets for students to take home Timer or watch (separate from your laptop) Masking tape Blank paper

Maximizing Your Training Power

We have just one more thing for you before you get started. Our company is built for trainers, by

trainers, so we thought we would share some of our tips with you, to help you create an engaging,

unforgettable experience for your participants.

Make it customized. By tailoring each course to your participants, you will find that your resultswill increase a thousand-fold.

o Use examples, case studies, and stories that are relevant to the group.o Identify whether your participants are strangers or whether they work together. Tailor

your approach appropriately.

o Different people learn in different ways, so use different types of activities to balance itall out. (For example, some people learn by reading, while others learn by talking about

it, while still others need a hands-on approach. For more information, we suggest

Experiential Learning by David Kolb.)

Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talkfor hours at a time. Make use of the tips in this book and your own experience to keep your

participants engaged. Mix up the activities to include individual work, small group work, large

group discussions, and mini-lectures.

Make it relevant. Participants are much more receptive to learning if they understand why theyare learning it and how they can apply it in their daily lives. Most importantly, they want to

know how it will benefit them and make their lives easier. Take every opportunity to tie what

you are teaching back to real life.

Keep an open mind. Many trainers find that they learn something each time they teach aworkshop. If you go into a training session with that attitude, you will find that there can be an

amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it,

and make the most of it in your workshops.

And now, time for the training!


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Icebreakers

Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an

Icebreaker to help facilitate the beginning of the course, as it helps break the ice with the

participants. If the participants are new to each other, an icebreaker is a great way to introduce

everyone to each other. If the participants all know each other it can still help loosen up the

room and begin the training session on positive note. Below you will see one of the icebreakers

that can be utilized from the Icebreakers folder.


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Icebreaker: Friends Indeed

Purpose

Have the participants moving around and help to make introductions to each other.

MaterialsRequired

Name card for each person Markers

Preparation

Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to

shoulder. They should place their name card at their feet. Then they can take a step back. You

as the facilitator should take the place in the center of the circle.

Activity

Explain that there is one less place than people in the group, as you are in the middle and will

be participating. You will call out a statement that applies to you, and anyone to whom that

statement applies must find another place in the circle.

Examples:

Friends who have cats at home Friends who are wearing blue Friends who dont like ice cream

The odd person out must stand in the center and make a statement.

The rules:

You cannot move immediately to your left or right, or back to your place. Lets be adults: no kicking, punching, body-checking, etc.

Play a few rounds until everyone has had a chance to move around.


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Training Manual Sample

On the following pages is a sample module from our Training Manual. Each of our courses

contains twelve modules with three to five lessons per module. It is in the same format and

contains the same material as the Instructor Guide, which is the shown after the Training

Manual sample, but does not contain the Lesson Plans box which assists the trainer during

facilitation.

The Training Manual can be easily updated, edited, or customized to add your business name

and company logo or that of your clients. It provides each participant with a copy of the

material where they can follow along with the instructor.


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Sample Module: Advanced Table Tasks

Once you have tables created in Access 2007, you can use advanced settings to set properties and

controls. In this module, you are going to learn the following concepts in Access 2007:

Using the property sheet Adding, moving and removing controls Formatting controls Setting the primary key

Lets begin by learning how to use the property sheet in Access 2007.

Learning is like rowing upstream:

not to advance is to drop back.

Chinese Proverb


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Using the Property Sheet

The property sheet is a pane that appears in Design View usually on the right side of the screen. The

property sheet appears on the following objects:

Tables

Queries Fields Forms Reports Data access pages Controls

For each type of object, the property sheet offers different property settings. For example, the property

sheet on a table object contains approximately 15 property settings, but one form object field contains

46 settings.

The settings range from visual appearances to setting filters and validation rules. In this workshop, you

will have a few minutes to explore the various options; however, when creating your database at work

or home, take a moment to explore the features of the property sheets you see when creating an

object.

Lets take a moment to view a basic property sheet in a table object.

After you have created your tables, follow these steps to access the property sheet.

Open the table. Click on the View button in the Views group pane on the Home tab.

Select the Design View Review the various options available to you on the property sheet.


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At this point, we are not going to make any major property changes to the table. Just remember that

you do have these options and you can explore these further when you are building your database.

Next, we are going to learn about controls.


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Adding, Moving, and Removing Controls

The control feature in Access 2007 helps to display data, execute action and allows you to increase the

appeal of a form or report. Whenever you create a form, controls are automatically created with the

fields created on the table. You can add other controls to the form rearrange and remove controls with

ease in Access 2007. Lets take a moment to add, move, and remove a control on a form.

After you have created your form, follow these steps to add a control. Make sure you are in the design mode and access the Format tab in the Form Layout Tools tab. Add a Date and Time control by clicking the Date and Time tool object under the Controls pane.

You can move the objects by grabbing the object and dragging it to the desired position.

If you wish to move the existing controls on your form, click on the Arrange contextual tab anduse one of the many tools to manipulate your controls.


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To delete a control, simple right-click and select delete.


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Formatting Controls

Formatting a control is easy to do in Access. The look of the control can be adjusted by several means.

There are many ways to format the controls on your form or report. Personalize your interface object

by using the following methods to formatting controls:

Select a control you wish to format. In this case, select the name field and adjust the font,alignment and other features.

Use the formatting tools in the Design tab to change the look of the control.

You can also use the Arrange tab to make formatting changes.

Finally, you can use the property sheet to make format changes, using the Format tab.


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Setting the Primary Key

Whenever you create a new table, Access automatically creates an auto-numbering field, which is set to

be the primary key. There are times when you may want to use a unique identification number like a

social security number, product serial number or VIN number.

Setting these fields to be the primary key will help to prevent duplicating records when the product or

person being entered is unique. Here is how you set a primary key:

Open a table and go into the Design View. Highlight the field you wish to make the primary key.

You can keep the ID auto-number field or delete it if you do not need it.


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Instructor Guide Sample

On the following pages is a sample module from our Instructor Guide. It provides the instructor

with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual

mirrors each other in terms of the content. They differ in that the Instructor Guide is

customized towards the trainer, and Training Manual is customized for the participant.

The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to

assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to

complete the lesson, any materials that are needed for the lesson, recommended activities, and

additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.


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Sample Module: Advanced Table Tasks

Once you have tables created in Access 2007, you can use advanced settings to set properties and

controls. In this module, you are going to learn the following concepts in Access 2007:

Using the property sheet Adding, moving and removing controls Formatting controls Setting the primary key

Lets begin by learning how to use the property sheet in Access 2007.

Learning is like rowing upstream:

not to advance is to drop back.

Chinese Proverb


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Using the Property Sheet

Estimated Time 10 minutes

Topic ObjectiveParticipants will understand how the property sheet modifies the properties

of objects like tables, forms, and queries in Access 2007.

Topic SummaryThe property sheet is used to set the properties of objects like tables and

forms and is accessed in the design view.

Materials Required

Prepare the classroom with the following items: computers withAccess2007 on participants desktop, projector, screen, and

facilitators computer with Access 2007 on the desktop.

Database Set Up handout

Planning Checklist

Create the tables in the handout for yourself before class begins. Become familiar with the features found on the property sheet. Prepare enough handouts for each participant.

Recommended Activity

1. Introduce the topic2. Review the talking points below3. Demonstrate the features of the property sheet4.

Instruct the participants to work alone

5. Distribute database handout6. Have participants create three tables with the following fields:

a. Sales_Personnelb. Vehicle_Inventoryc. Purchaser_Infod.

Dealer_Prep

7. Once tables are created, allow participants to explore the features ofthe property sheet

8. Allow 5-7 minutes9. Debrief by encouraging questions


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Stories to Share None

Delivery TipsMonitor the room in case some participants are having difficulty creating the

tables in the activity.

Review Questions

What objects contain a property sheet?Tables, queries, fields, forms, reports, data access pages and controls

The property sheet is a pane that appears in Design View usually on the right side of the screen. The

property sheet appears on the following objects:

Tables Queries Fields Forms Reports Data access pages Controls

For each type of object, the property sheet offers different property settings. For example, the property

sheet on a table object contains approximately 15 property settings, but one form object field contains

46 settings.

The settings range from visual appearances to setting filters and validation rules. In this workshop, you

will have a few minutes to explore the various options; however, when creating your database at work

or home, take a moment to explore the features of the property sheets you see when creating an

object.

Lets take a moment to view a basic property sheet in a table object.

After you have created your tables, follow these steps to access the property sheet.

Open the table. Click on the View button in the Views group pane on the Home tab.


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Select the Design View Review the various options available to you on the property sheet.

At this point, we are not going to make any major property changes to the table. Just remember that

you do have these options and you can explore these further when you are building your database.

Next, we are going to learn about controls.


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Adding, Moving, and Removing Controls


Topic ObjectiveParticipants will add, move, and remove a control from a form in Access

2007.

Topic Summary The form controls are located on the form layout tools contextual tab.

Materials Required Tables created in last activity.

Planning Checklist

You are going to ask the participants to create a form, becomefamiliar with creating a form, and have one ready before class.

Become familiar with adding, moving, and removing controls inAccess 2007.


1. Introduce the topic2. Review the talking points below3. Demonstrate how to add, move and remove a control4. Have participants create a form using the Sales Personnel table5. Allow participants to add, move and remove a control6. Have participants to work alone7. Allow 2-3 minutes8. Debrief by encouraging questions

Stories to Share None

Delivery Tips None

Review Questions

What questions do you have?Answer all questions and then continue.


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The control feature in Access 2007 helps to display data, execute action and allows you to increase the

appeal of a form or report. Whenever you create a form, controls are automatically created with the

fields created on the table. You can add other controls to the form rearrange and remove controls with

ease in Access 2007. Lets take a moment to add, move, and remove a control on a form.

After you have created your form, follow these steps to add a control. Make sure you are in the design mode and access the Format tab in the Form Layout Tools tab. Add a Date and Time control by clicking the Date and Time tool object under the Controls pane.

You can move the objects by grabbing the object and dragging it to the desired position.

If you wish to move the existing controls on your form, click on the Arrange contextual tab anduse one of the many tools to manipulate your controls.


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To delete a control, simple right-click and select delete.


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Formatting Controls

Estimated Time 5 Minutes

Topic Objective Participants will format a control on a form in Access 2007.

Topic SummaryControls can be formatted through the Format tab, Arrange tab and the

property sheet.

Materials Required Form created in the last activity

Planning Checklist Become familiar with the features of the Format tab, Arrange tab

and the property sheet.


1. Introduce the topic2. Review the talking points below3. Demonstrate how to format a control on a form4. Allow participants to format a control5. Have participants to work alone6. Allow 2-3 minutes7. Debrief by encouraging questions

Review Questions

What questions do you have?Answer all questions and then continue.


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Formatting a control is easy to do in Access. The look of the control can be adjusted by several means.

There are many ways to format the controls on your form or report. Personalize your interface object

by using the following methods to formatting controls:

Select a control you wish to format. In this case, select the name field and adjust the font,alignment and other features.

Use the formatting tools in the Design tab to change the look of the control.

You can also use the Arrange tab to make formatting changes.

Finally, you can use the property sheet to make format changes, using the Format tab.


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Setting the Primary Key


Topic Objective Participants will set a primary key on a form in Access 2007.

Topic Summary Setting the primary key is achieved in the design view of a table.

Materials Required Tables created earlier, Setting Primary Key handout

Planning Checklist

Become familiar with setting a primary key before class begins Prepare enough handouts for all participants


1. Introduce the topic2. Review the talking points below3. Demonstrate how to set a primary key4. Distribute handout5. Allow participants to set a primary key6. Have participants to work alone7. Allow 2-3 minutes8. Debrief by encouraging questions

Review Questions

When could you set your own primary key instead of using the oneautomatically generated by Access?

When you have a unique identification number like a social security number

or unique product serial number like a Vehicle Identification Number (VIN)


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Whenever you create a new table, Access automatically creates an auto-numbering field, which is set to

be the primary key. There are times when you may want to use a unique identification number like a

social security number, product serial number or VIN number.

Setting these fields to be the primary key will help to prevent duplicating records when the product or

person being entered is unique. Here is how you set a primary key:

Open a table and go into the Design View. Highlight the field you wish to make the primary key.

You can keep the ID auto-number field or delete it if you do not need it.


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Activities

During the facilitation of a lesson Worksheet or Handout may be utilized to help present the

material. If a lesson calls for a Worksheet or Handout it will be listed in the Lesson Plan box

under Materials Required. The trainer can then utilize the Activities folder for the

corresponding material and then provide it to the participants. They are all on separate Word

documents, and are easily edited and customized.

Below you will see the Worksheets or Handouts that are utilized during the training of the

above lesson. They are located in the Activities folder and can be easily printed and edited for

the participants.


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Sample Handout: Database Set Up

Instructions:

Take a moment to create tables in Access 2007. Here are the tables and the columns for each:

Sales_Personnelo First_Nameo Last_Nameo Tax_IDo Hire_Date

Vehicle_Inventoryo Makeo Modelo Model_Yearo Priceo Sales_Repo Status (Inventory, sale pending, sold)o VIN

Purchaser_Infoo SSNo Cust_Noo Customer_First_Nameo Customer_Last_Nameo Addresso Cityo Stateo Zipo Telephoneo Vehicle_Stock_ID

Dealer_Prepo Vehicleo Inspectedo Detailedo Lockbox_#

Input data into the Sales_Personnel, vehicle_Inventory and Purchaser_Info tables.


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Quick Reference Sheets

Below is an example of our Quick reference Sheets. They are used to provide the participants

with a quick way to reference the material after the course has been completed. They can be

customized by the trainer to provide the material deemed the most important. They are a way

the participants can look back and reference the material at a later date.

They are also very useful as a take-away from the workshop when branded. When a participant

leaves with a Quick Reference Sheet it provides a great way to promote future business.


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Creating a Split-Form

The Split Form tool is found under the

Create tab and it allows you to view both

the form and the table it is referencing inone view. You can take advantage of the

best features of each object when in this

mode. For example, you can use the

table part of the split form to find a

record quickly. Once the record is

located, you can use the form portion of

the split view and make edits to the

record.

Here is how you create a split form.

1. Select the table you wish to create asplit.

2. Click the Split Form tool object on theForms tool pane on the Create tab.

3. The split form comes up in designview where you can adjust to your

liking.

4. Save the form and it is ready to use.

Creating a Modal Dialog

A modal dialog us a form that interrupts an action and has to be

cleared before you can continue. There are many ways to use

modals. Modals can be used to help choose a set of reports,forms, or tables.

There are many uses for modal dialogs and their functionality

can become complex and require more knowledge in

understanding event properties. Nonetheless, you can still

create a simple modal that guides your user.

Lets create a modal that gives you a choice of launching one of

two forms.

1. Click the Modal Dialog button on the More Forms dropdownon the Forms tool pane on the Create tab.

2. Click the Button tool in the Controls tool pane on the Designcontextual tab.

3. Make the selections necessary to make the button open aform.

4. Repeat steps 2 and 3 to add another form5.

Click save the designed form

6. Double-click the modal form to view it.

Creating a Pivot Table

Pivot tables give you the ability to analyze large amounts of data in a short amount of time. Creating a pivot table in

Access 2007 is simple. Here is how you do it.

1. Begin by selecting a table and the Pivot Table option under More Forms in the Forms tool pane under the Createtab.

2. Select the fields you wish to be on the pivot table from the Pivot Table Field list dialogue box.3. The data will automatically appear.4. You can now review the table, analyze however, you see fit and save it as an object in Access 2007.

Access 2007 Advanced

www.corporatetrainingmaterials.com Corporate Training Materials, 2011
http://www.corporatetrainingmaterials.com/http://www.corporatetrainingmaterials.com/


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Certificate of Completion

Every course comes with a Certificate of Completion where the participants can be recognized

for completing the course. It provides a record of their attendance and to be recognized for

their participation in the workshop.


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[Name

]

Hasmasteredth

ecourse

A

2And

Awardedthis_______dayof___

_______,20___

CERTIFICATEOF

COMPLET

ION

PresenterNameandTitle


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HTML Material

We also offer an HTML version of the material. We convert a Training Manual to HTML which provides a

basic way of viewing the material through your Internet browser. The material is presented with a Table

of Content along the left so you can navigate between modules and lessons. There is also a set ofnavigation buttons along the top where you can just click though the material page by page.

The HTML material can be hosted and accessed on a local computer. It is also possible to provide

remote access through the Internet, a LAN, or even your companies Intranet. HTML provides the ability

to offer a self-paced or off site version of the course.

The link below will provide you the opportunity to view and navigate through the HTML format the

same way a participant would experience it.

www.corporatetrainingmaterials.com/HTML_Sample/Access_2007_Advanced/index.html
http://www.corporatetrainingmaterials.com/HTML_Sample/Access_2007_Advanced/index.htmlhttp://www.corporatetrainingmaterials.com/HTML_Sample/Access_2007_Advanced/index.htmlhttp://www.corporatetrainingmaterials.com/HTML_Sample/Access_2007_Advanced/index.html


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PowerPoint Sample

Below you will find the PowerPoint sample. The slides are based on and created from the

Training Manual. PowerPoint slides are a great tool to use during the facilitation of the

material; they help to focus on the important points of information presented during the

training.


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Access_2007_Advanced_Sample.pdf

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