MS Access teaching powerpoint tasks

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{ Database Project Formative assessment through project work ICAU1131B - Operate a database application ICAU2006B Operate computer packages

Transcript of MS Access teaching powerpoint tasks

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{

Database Project

Formative assessment through project workICAU1131B - Operate a database applicationICAU2006B – Operate computer packages

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Within the work place employers expect that employees can produce documents, spread sheets and data bases quickly within acceptable time frames.

Assessors of this unit will be observing that you have the ability to meet the expectations of employers.

Time Frames

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It is a requirement of the course that you are able to save and file your work in a way that would also be acceptable in the workplace.

For this unit you are to create the following folder structure and save all your completed work into this folder.

H:\wave\module 2\OCP\Access

In addition, you are required to upload assessment items to appropriate locations on the course pages of your Learning Management System (Janison)

Electronic Filing

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You are required to submit all completed tasks, including the Access Project file, to the appropriate location on your Learning Management System - Janison

Evidence

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What is a Database? Optional Video Explanation

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A database is a tool for collecting and organizing information.

Databases can store information about people, products, orders, or anything else.

Many databases start as a list in a word-processing program or spreadsheet. As the list grows bigger, it becomes more complicate to keep data well organised. The data becomes hard to understand in list form, and there are limited ways of searching.

Once these problems start to appear, it's a good idea to transfer the data to a database created by a database management system (DBMS), such as Office Access 2010.

What is a Database?

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Microsoft Office Access, is a relational database management system from Microsoft.

It is a member of the Microsoft Office suite of applications.

Access stores data in its own format .

It can also import or link directly to data stored in other applications and databases.

From Wikipedia

What is Microsoft Office Access?

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Using Access, you can:

Add new data to a database, such as a new item in an inventory

Edit existing data in the database, such as changing the current location of an item

Delete information, perhaps if an item is sold or discarded

Organize and view the data in different ways

Share the data with others via reports, e-mail messages, an intranet , or the Internet

What can MS Access be used for?

How to use Access for your contacts

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Sample Access Templates on office.com

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Sample Access Templates on office.com

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{Database Project

Creating a database

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You will develop a database that you could use within your trades to assist you in managing the contact information for suppliers.

Your database will contain four kinds of objects: Tables

Forms

Queries

Reports

Together, these objects will allow you to enter, store, analyze, and compile your data as you wish.

What are you going to do?

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Watch the video to learn about the four Access 2010 objects and how they work together to make a relational database.

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Task 1 – Create a New Database

Create a new database named YourName*Access Project and save it in H:WAVE / Module 2 / OCP / Access

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HOW TO CREATE A NEW DATABASE

Step 1: Make sure that Blank database is selected

Step 2: Name the file “FirstNameLastNameAccessproject” (include your name -for example: John Smith Access Project)

Step 3: Click on the small folder next to the file name and savethe file to / H: WAVE / Module 2 / OCP / Access

.Step 4: Click on “Create”

Open Microsoft Office Access (Start- All

Programs- Access)

The following screen will appear

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{Task 2

Creating a Table in Design View

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Task 2- Step 1&2

Step 1: Select the Createtab on the Ribbon

Step 2: Locate the Tables group

click on Table Design

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{ A new table will be displayed, ready for you to define Field Names and properties:

Task 2- Step 1&2

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Step 3: Creating Field Names

Make sure the cursor is in the Field Name Column.

Type SupplierNumber and press [Enter] or [Tab].

For the moment, ignore the Data Type column.

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Step 3: Creating Field Names

Add the rest of the fields in this table.

REMEMBER: It is not a good idea to put spaces in to your field names as this can cause conflicts within other areas of your database.

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You have to choose data type for each field

Click on the Data Type drop down list that appears next to SupplierNumber.

Select Number Data Type

Step 4: Selecting a Data Type

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Step 4: Selecting a Data Type

Select a Data Type for all other fields in your table:

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Task 2- Step 5- Save

Right Click on Table 1

Select Save

Type Suppliers

Click OK

Insert a screen shot of Suppliers table into your evidence document Task 2

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{Task 3

Create a new table for products

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Create a second table called Products in your Access Project Database.

This table will be used to track items you could purchase from your suppliers.

Products table will have the following fields:

Product Number Product Name Price Supplier

Follow the same procedure as in Task 2 and remember to select appropriate Data Type for all fields.

o Hint: use the Currency Data Type for Price field.

Create a screen shot of Products table in “Design View” and insert it into your file.

Important: Save and close Products table

Task 3 – Products table

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Task 4 Supplier Form

Step 1: Open the Suppliers table

Step 2: Select the Create tab on the Ribbon

Step3:

Locate the Forms group

click on Form

You will use the Auto Form tool to create a simple form to easily enter data into your Supplier table.

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Task 4 Supplier Form

A single-column form is created, containing all of the fields in the Suppliers table

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Task 4 Supplier Form

Step 3:

Close the form and

save changes as “Suppliers”

Step 4:

Open the Suppliers form

Take a screen shot with

the form open and insert it in your workbook

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Go to the Yellow Pages or Google Maps online and find five (5) suppliers that are relevant to your industry.

Use your Suppliers Form to input the data into Suppliers Table

Task 5 - Using the form

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Example: Suppliers Table with data for five suppliers in Data Sheet View

Create a screen shot of your Suppliers table with details of five suppliers in Data Sheet View and insert it into your workbook.

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Table Relationship

One of the goals of good database design is to remove duplicate data.

To achieve that goal, you divide your data into many subject-based tables so that each fact is represented only once. You then provide Access with the means by which to bring the divided information back together — you do this by placing common fields in tables that are related.

To do this step correctly, however, you must first understand the relationships between your tables, and then specify these relationships in your Office Access 2007 database.

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Table Relationship

A relationship is “linking” of two tables by a common element.

For example the Suplier field in Products table should be related to the SupplierName field in the Suppliers table. To link the two tables together by this field, we define the relationship between them.

Access uses a lookup to create this function, and a Lookup Wizard can help you to define the lookup correctly.

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Create a look up field between the Product Table and the Suppliers Table

Step 1: Preparation Make sure that you are viewing your Access Project database

Double-click Products table to open it in Datasheet view.

Step 2: Delete the column Supplier from Products table Scroll to the Supplier field- and click in this field

With the cursor in the Supplier column, Right-click and choose Delete Field

The following message will appear if you have any records:

Choose Yes.

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Add a new column

Step 3: Add a new column in the Products Table

Click on Click to Add

Select Lookup & Relationship

This action will launch the Lookup Wizard

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{ Choose the first option and click on Next

Step 4: The Lookup Wizard

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{ Choose the Supplier table to use the values for your lookup field and click on Next>

Step 4: The Lookup Wizard

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{ o Select the Supplier Name for a lookup column

• Click on SupplierName [1] and that click on >button [2] to copy the field

Step 4: The Lookup Wizard

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{ Click on Next>

Sort the records by SupplierName

Step 4: The Lookup Wizard

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Step 4: The Lookup Wizard

The wizard asks you how wide it should display columns. Leave the widths as set and click on Next>

Change the default label Field1 into SupplierName

Tick the box next to Enable Data Integrity – that will ensure that you will not accidentally type in the name of an unknown supplier, without having their details already entered in the Suppliers table.

Click on Finish.

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Step 5: Display the relationship

Select the Database Tools[1] tab on the Ribbon

Locate the Relationshipsgroup click on Relationships [2]

Insert a screen shot of the Relationships Screen into your workbook.

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Now it's time to create forms. They make it easier and faster to enter and understand your data. They also put an attractive face on your database, and they let other users view only the data you want them to see.

The Form tool automatically creates a form that is connected to a single data source, either a table or a query. You select your data source, click a button, and Access creates the form. The new form displays all the fields in the data source, but you can remove any fields that you don't want to see.

Task 7 Creating Forms

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Create the form

Step 1: Create the form

In the Navigation Pane, select the Products table.

Click the Create tab, and in the Forms group, click Form.

Save your form as Products form.

Step 2: Insert a screen shotof the form into your workbook

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Task 8: Using Forms

Use the Products Form to enter in five (5) products that the suppliers from you Suppliers table sell. You will allocate an existing supplier to each product.

Ensure that Products table is closed

Enter the Product name

Enter the price

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Task 8 Using Forms

Select a supplier’s name from a SupplierName drop-down list:

Insert a screen shot of the Products Table in Data Sheet View into your workbook.

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So far you've designed and built the tables for a supplier-tracking database, and you've created relationships that allow your tables to "talk" with one another. Now it's time to create queries.

For example, if you want to know who sells a particular part that you need, you can build a query to fetch that data. Queries can also provide data for your forms and reports, and that can help make your database easier to build and use.

Task 9 Creating Queries

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Task 9 Creating Queries

A quick way to create a query is using the Query Wizard.

Click on Create tab

Select Query Wizard, and choose OK.

The Simple Query Wizard asks you questions and creates a query based on your answers.

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Task 9 Creating Queries

After a few moments, the first screen of the wizard is displayed. In this screen, you will tell the wizard which fields from which tables will be used in your query results.

Select Suppliers table

Double-click on SupplierName, WorkPhoneand Email

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Task 9 Creating Queries

Select Products table

Double-click on ProductName and Price

Click on Next> to continue.

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Task 9 Creating Queries

The wizard will than ask if you need to see all fields or only the summary

Choose Detail

Click on Next>

Type the name Supplies

Click on Finish

Insert a screen shot of the Query into your workbook

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Task 10: Create a Report that outlines products and your suppliers.

The Report Wizard is a fast way to create a report with a large number of fields and a complex layout.

Click the Create tab, and in the Reports group, click Report Wizard.

Select the Products table

Double-click to select ProductName and Price

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Task 10: Create a Report that outlines products and your suppliers.

Select the Suppliers table

Double-click to select SupplierName and WorkPhone fields.

Click on Next

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Task 10: Create a Report that outlines products and your suppliers.

Choose to view your data by products

Click on Next

Click on Finish and Access will display you Products report.

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Task 10: Create a Report that outlines products and your suppliers

Insert a screen shot of this report into your workbook

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You can share data between Access and Excel in many ways. You can copy data from an open worksheet and paste it into an Access datasheet, import a worksheet into an Access database, or simply load an Access datasheet into Excel using the Analyze it with Excel command.

Suppose you use Excel to store information about your company's computers. Over time, your worksheet has grown too big to manage easily — you have to scroll through too many columns and rows to find data, and that makes it hard to find answers.

Importing that data into Access will make it easier to extract those answers because you can write queries, components that retrieve and process data quickly.

Task 11 (ICAU2013B Integrate Commercial Computing Packages)

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The import process follows these broad steps:

You start by cleaning up your data in Excel. For example, you remove any blank rows or columns, you make sure each column contains one type of data, such as dates or numbers, and you fix any errors such as #NUM or #DIV.

Next, you use the import wizard in Access to import the data to a new table.

Finally, you check your imported data for accuracy.

Task 11 (ICAU2013B Integrate Commercial Computing Packages)

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Open the spreadsheet program on your computer and create the following table:

Save the spreadsheet as Task 11 in WAVE\OCP\Access Folder and insert a screen shot into your workbook as Task 11 a.

Step 1: Create a spreadsheet

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Create a new blank database.

Go to the External Data Tab and select Excel

Step2: Import the data to the new Access database

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Browse for a spreadsheet that you’ve just created

Click OK

Step2: Import the data to the new Access database

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Click NEXT>

Step2: Import the data to the new Access database

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Click to select that First Row Contains Column Headings

Click on Next

Step2: Import the data to the new Access database

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Click on Next to skip the next two steps

Rename the table “Customers” and then Finish.

Step2: Import the data to the new Access database

Click on Close

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Create a report, sorting customers by State

Select only customers FirstName, LastNameand State fields for your report.

Step 3: Create a Report

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Select the State as a sorting field and sort records in ascending order.

Step 3: Create a Report

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Select Tabular Layout

Keep Portrait Orientation

Click on Finish

Access will display your Customers report.

Insert a screen shot of your report into your workbook as a Task 11 b

Step 3: Create a Report

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