Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

47
Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction

Transcript of Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Page 1: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

MicrosoftAccess 2013

Chapter 1

Databases and Database Objects: An Introduction

Page 2: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 2

• Describe the features of the Access window• Create a database• Create tables in Datasheet and Design views• Add records to a table• Close a database• Open a database

Objectives

Page 3: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 3

• Print the contents of a table• Create and use a query• Create and use a form• Create and print custom reports• Modify a report in Layout view• Perform special database operations• Design a database to satisfy a collection of

requirements

Objectives

Page 4: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 4

Project – Database Creation

Page 5: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 5

• Create the first table, Book Rep, using Datasheet view

• Add records to the Book Rep table• Print the contents of the Book Rep table• Import records into the second table, Customer• Modify the second table using Design view• Create a query for the Customer table• Create a form for the Customer table• Create a report for the Customer table

Roadmap

Page 6: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 6

• Tap or click the ‘Blank desktop database’ thumbnail to select the database type.

• Type the desired file name in the File Name text box to enter the new file name. Do not press the ENTER key after typing the file name because you do not want to create the database at this time

• Tap or click the ‘Browse for a location to put your database’ button to display the File New Database dialog box

• Navigate to the location for the database• Tap or click the OK button (File New Database dialog box) to select

the location for the database and close the dialog box• Tap or click the Create button to create the database on the

selected drive in the selected folder with the desired file name

Creating a Database

Page 7: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 7

Creating a Database

Page 8: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 8

• Press and hold or right-click the column heading for the desired primary key field to display a shortcut menu

• Tap or click Rename Field on the shortcut menu to highlight the current name

• Type the new desired name for the field• Tap or click the white space immediately below the field

name to complete the addition of the field• Tap or click the Data Type arrow (TABLE TOOLS FIELD tab |

Formatting group) to display a menu of available data types

• Tap or click the desired data type

Modifying the Primary Key

Page 9: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 9

• Tap or click the Field Size text box (Table Tools Fields tab | Properties group) to select the current field size, use either the DELETE or BACKSPACE keys to erase the current field size, and then type the new field size

• Tap or click the Name & Caption button (TABLE TOOLS FIELDS tab | Properties group) to display the Enter Field Properties dialog box

• Tap or click the Caption text box (Enter Field Properties dialog box), and then type the desired caption

• Tap or click the Description text box, and then type the desired description

• Tap click the OK button (Enter Fields Properties dialog box) to change the caption and description

Modifying the Primary Key

Page 10: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 10

Modifying the Primary Key

Page 11: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 11

• Tap or click the ‘Click to Add’ column heading to display a menu of available data types

• Tap or click the desired data type• Type the desired field name• Tap or click the blank space below the field name

to complete the change of the name. Tap or click the blank space a second time to select the field

• Change the field size, if necessary

Defining the Remaining Fields in a Table

Page 12: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 12

• Tap or click the Save button on the Quick Access Toolbar to display the Save As dialog box

• Type the desired table name• Tap or click the OK button (Save As dialog box) to

save the table

Saving a Table

Page 13: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 13

• Tap or click the View button arrow (TABLE TOOLS FIELDS tab | Views group) to display the View menu

• Tap or click Design View on the View menu to view the table in Design view

Viewing the Table in Design View

Page 14: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 14

• If necessary, tap or click the vertical scroll bar to display the desired field. Tap or click the row selector for the desired field to select the field

• Tap or click the Field Size box to display the Field Size arrow• Tap or click the Field Size arrow to display the Field Size

menu• Tap or click the desired field size• Tap or click the Format box to display the Format arrow• Tap or click the Format arrow to open the Format menu• Tap or click the Save button to save your changes

Changing a Field Size in Design View

Page 15: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 15

Changing a Field Size in Design View

Page 16: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 16

• Click the Close button for the open table to close the table

Closing the Table

Page 17: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 17

• Press and hold or right-click the table in the Navigation Pane to display the shortcut menu

• Tap or click Open on the shortcut menu to open the table in Datasheet view

• Tap or click the Shutter Bar Open/Close Button to close the Navigation Pane

• Type the desired values in each field, pressing the TAB key to move to the next field

Adding Records to a Table

Page 18: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 18

Adding Records to a Table

Page 19: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 19

• Point to the right boundary of the field selector so that the mouse pointer becomes a two-headed arrow

• Double-tap or double-click the right boundary of the field selector to resize the field so that it best fits the data

• Save the changes to the layout by tapping or clicking the Save button on the Quick Access Toolbar

• Tap or click the table’s Close button to close the table

Resizing Columns in a Datasheet

Page 20: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 20

Resizing Columns in a Datasheet

Page 21: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 21

• If necessary, open the Navigation Pane and select the table you wish to preview and print

• Tap or click FILE on the ribbon to open the Backstage view

• Tap or click the Print tab in the Backstage view to display the Print gallery

• Tap or click the Print Preview button in the Print gallery to display a preview of what the table will look like when printed

Previewing and Printing the Contents of a Table

Page 22: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 22

• Tap or click the Print button (PRINT PREVIEW tab | Print group) to display the Print dialog box

• Tap or click the OK button (Print dialog box) to print the table

• When the printer stops, retrieve the hard copy• Tap or click the Close Print Preview button (PRINT

PREVIEW tab | Close Preview group) to close the Print Preview window

Previewing and Printing the Contents of a Table

Page 23: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 23

Previewing and Printing the Contents of a Table

Page 24: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 24

• Tap or click EXTERNAL DATA on the ribbon to display the EXTERNAL DATA tab

• Tap or click the Excel button (EXTERNAL DATA tab | Import & Link group) to display the Get External Data – Excel Spreadsheet dialog box

• Tap or click the Browse button in the Get External Data – Excel Spreadsheet dialog box

• Navigate to and select the desired file• Tap or click the Open button

Importing an Excel Worksheet

Page 25: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 25

• Follow the remaining steps in the wizard to import the Excel worksheet– Choose where to import the data– Preview the data you are importing– Name the table (if importing to a new table)

Importing an Excel Worksheet

Page 26: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 26

Importing an Excel Worksheet

Page 27: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 27

Modifying a Table in Design View

Page 28: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 28

• If necessary, open the Navigation Pane• Select the table you wish to query• Tap or click CREATE on the ribbon to display the

CREATE tab• Tap or click the Query Wizard button (CREATE tab |

Queries group) to display the New Query dialog box• Be sure Simple Query Wizard is selected, and then

tap or click the OK button (New Query dialog box) to display the Simple Query Wizard dialog box

Using the Simple Query Wizard to Create a Query

Page 29: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 29

• Follow the remaining steps in the wizard to finish creating the query

Using the Simple Query Wizard to Create a Query

Page 30: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 30

• Press and hold or right-click the query to open in the Navigation Pane to produce a shortcut menu

• Tap or click Design View on the shortcut menu to open the query in Design view

• Tap or click the Criteria row in the column for the field for which you want to specify the criteria, and then type the criteria

• Tap or click the Run button (QUERY TOOLS DESIGN) tab | Results group) to run the query and display the results in Datasheet view

Using a Criterion in a Query

Page 31: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 31

Using a Criterion in a Query

Page 32: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 32

• Select the table in the Navigation Pane for which you want to create a form

• If necessary, tap or click CREATE on the ribbon to display the CREATE tab

• Tap or click the Form button (CREATE tab | Forms group) to create a simple form

• Tap or click the Form View button on the Access status bar to display the form in Form view

Creating a Form

Page 33: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 33

• Tap or click the Next record button to move to the next record

• Tap or click the Save button on the Quick Access Toolbar to display the Save As dialog box

• Type the desired form name, and then click the OK button to save the form

• Tap or click the Close button for the form to close the form

Creating a Form

Page 34: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 34

Creating a Form

Page 35: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 35

• Select the table in the Navigation Pane for which you want to create the report

• Tap or click CREATE on the ribbon to display the CREATE tab• Tap or click the Report button (CREATE tab | Reports group)

to create the report• Tap or click the Save button on the Quick Access Toolbar to

display the Save As dialog box and then type the name of the report

• Tap or click the OK button (Save As dialog box) to save the report

• Close the report by tapping or clicking its Close button

Creating a Report

Page 36: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 36

Creating a Report

Page 37: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 37

• Press and hold or right-click the report in the Navigation Pane you wish to modify and then click Layout View on the shortcut menu

• If a Field list appears, tap or click the Add Existing Fields button (REPORT LAYOUT TOOLS DESIGN tab | Tools group) to remove the Field list from the screen

• Close the Navigation Pane• Tap or click the column heading you wish to modify

two times• Type the new column heading

Modifying Column Headings and Resizing Columns

Page 38: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 38

• Point to the right boundary of the heading for the column you wish to resize until the mouse pointer changes to a two-headed arrow and then drag the right boundary to the desired position

Modifying Column Headings and Resizing Columns

Page 39: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 39

• Tap or click the field you want to total• Click DESIGN on the ribbon to display the DESIGN tab• Tap or click the Totals button (REPORT LAYOUT TOOLS

DESIGN tab | Grouping & Totals group) to display the list of available calculations

• Tap or click Sum to calculate the sum of the amount of paid values

• Tap or click the Save button on the Quick Access Toolbar to save your changes to the report layout

• Close the report

Adding Totals to a Report

Page 40: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 40

Adding Totals to a Report

Page 41: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 41

• Tap or click FILE on the ribbon to open the Backstage view

• If necessary, tap or click the Info tab in the Backstage view to display the Info gallery

• Tap or click the ‘View and edit database properties’ link in the right pane of the Info gallery

• Enter the desired database properties• Tap or click the OK button to save your changes

Changing Database Properties

Page 42: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 42

• Open the database to be backed up• Tap or click FILE on the ribbon to open the Backstage

view, and then tap or click the Save As tab• With Save Database As selected in the File Types area,

click ‘Back Up Database’ in the Save Database As area, and then tap or click the Save As button

• Selected the desired location in the Save As box. If you do not want the name Access has suggested, enter the desired name in the File name text box

• Tap or click the Save button to back up the database

Backing Up a Database

Page 43: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 43

• Open the database to be compacted• Tap or click FILE on the ribbon to open the

Backstage view, and then, if necessary, select the Info tab

• Tap or click the ‘Compact & Repair Database’ button in the Info gallery to compact and repair the database

Compacting and Repairing a Database

Page 44: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 44

• Closing a database without exiting Access• Saving a database with another name• Deleting a table or other object in the database• Renaming an object in the database

Additional Operations

Page 45: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 45

• Describe the features of the Access window• Create a database• Create tables in Datasheet and Design views• Add records to a table• Close a database• Open a database

Chapter Summary

Page 46: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Databases and Database Objects: An Introduction 46

• Print the contents of a table• Create and use a query• Create and use a form• Create and print custom reports• Modify a report in Layout view• Perform special database operations• Design a database to satisfy a collection of

requirements

Chapter Summary

Page 47: Microsoft Access 2013 Chapter 1 Databases and Database Objects: An Introduction.

Chapter 1 Complete

MicrosoftAccess 2013