Introduction to
MS Access 2007
Instructor:
ATIF FAQIRM
In Computer
Science
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Course Outline
Lesson 1: Exploring the Microsoft® Office Lesson 4: Managing Data in a Table
Access™ 2007 Environment Modify Table Data
Examine Database Concepts Sort Records
Explore the User Interface Work with Subdatasheets
Explore the Ribbon Lesson 5: Querying a Database
Customize the Access Environment Filter Records
Obtain Help Create a Query
Use an Existing Access Database Add Criteria to a Query
Lesson 2: Designing a Database Add a Calculated Field to a Query
Describe the Relational Database Design Process Perform Calculations on a Record Grouping
Define Database Purpose Lesson 6: Designing Forms
Review Existing Data View Data Using an Access Form
Determine Fields Create a Form
Group Fields into Tables Modify the Design of a Form
Normalize Data
Lesson 7: Generating Reports
Designate Primary and Foreign Keys
View an Access Report
Determine Table Relationships
Create a Report
Lesson 3: Building a Database Add a Custom Calculated Field to a Report
Create a New Database Format the Controls in a Report
Create a Table Apply an AutoFormat to a Report
Manage Tables Prepare a Report for Print
Create a Table Relationship
Save a Database as a Previous Version
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Exploring the Microsoft® Office
Access™ 2007 Environment
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Database Concepts
Terms
Database: collection of objects that allow you to store data,
organize it and retrieve it in any way you want. It may contain:
Tables: structure that allow you to organize the data so that it's easy to
find later
Forms: let you input the data into the tables
Reports: print selected information from the tables
Relational Database: stores data in various interrelated tables
where data is stored, accessed and presented without affecting
the structure
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Database Concepts
Last Name First Name Student ID City
Pérez Juan 101010 Utuado
Crespo Carlos 802-91-2515 Aguadilla
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Database Concepts
Database Design
Reason for the database: There are usually two reasons for a
database:
Data management: Add, remove or modify data
Data analysis: Analyze information and trends
Database content
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Explore the User Interface
MS Access 2007 is a Database Management System
It allows the user to:
Retrieve and update data
Present data sorted or grouped
Import or export data from various sources including the
Internet
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Explore the User Interface
The user interface is composed of:
Office button
Quick access tool bar
The ribbon
The navigation pane
The MS Office window frame
Dialog box launcher
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Explore the User Interface
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Explore the User Interface
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Explore the Ribbon
Home Tab
Views
Clipboard
Font
Rich Text
Records
Sort & Filter
Find
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Explore the Ribbon
Create Tab
Tables
Forms
Reports
Other
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Explore the Ribbon
External Data
Tab
Import
Export
Collect Data
SharePoint
List
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Explore the Ribbon
Database
Tools Tab
Macro
Show/Hide
Analyze
Move Data
Database
Tools
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Use an Existing Database
Tables are composed of
three elements
Fields: these are the Student ID Last First Name
Name
table columns 101010 Pérez Juan
Records: these are the 802-91-2154 Crespo Carlos
table rows 010101 Campos Diana
Values: A single piece
of data
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Use an Existing Database
Queries
Request Information
Requires fields and
table names
Can include conditions
Can be reused
Student ID Last First Name
Can perform
Name
101010 Pérez Juan
calculations
802-91-2154 Crespo Carlos
010101 Campos Diana
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Use an Existing Database
Student ID Last First Birth Dept. City
Name Name Date
101010 Pérez Juan 01/01/70 HUM Utuado
Last Name First Name Dept.
802-91-2154 Crespo Carlos 07/16/73 IS Aguadilla
Crespo Carlos IS
010101Campos
Campos Diana Diana
03/20/78 IS IS Lares
123456 Figueroa Ricardo 10/31/76 ADM Coamo
131313 Rivera David 11/02/80 ADM Utuado
Recordset
Is a table
Displays smaller set of records
Can come from a table or query
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Use an Existing Database
Forms
Used to display and
edit data
Based on tables or
queries
Can be customized
Can include
Calculations
Graphics
Other objects
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Use an Existing Database
Report
Screen output of data
Presented as specified
by the user
Data comes from tables
or queries
Can perform
calculations and display
results
Can be printed
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Customize the Access Environment
Can be found on the MS
Office button
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Customize the Access Environment
Various options to
customize the MS Access
environment
Database objects
Security
Quick Access toolbar
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Obtain Help
Access Help
Complete manual on
features
Quick and easy access to
answers
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Design a Database
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Relational Database Designing Process
Sequential process for developing a database plan
This process consists of seven steps
Database purpose
Review existing data
Create list of fields
Organize fields into tables
Enter sample data and verify if changes are required
Designate primary and foreign keys
Determine table relationships
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Define Database Purpose
Statement of purpose
Defines the scope of a database
Helps guide the design
Implies the kind of data
Determine the probable users
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Review Existing Data
Relevant data to the statement of purpose
Can be in paper or electronic
Paper
Internal Business Forms
Government Forms
Invoices
Electronic
Spreadsheets
Word documents
Databases (Access, MS SQL, Oracle, etc.)
Web pages
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Determine Fields
The required fields depend on the information required by
the user
Reports
Summary information
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Group Fields Into Tables
Business Rules
Policies and procedures that govern operation of an
organization
Define methods for data entry in a database
Define a standard naming convention for objects. Example:
Student name object can be S_Fname and the lastname can be
S_Lname
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Database Design
Class Exercise
You are required to develop a database to keep track of the
books being lent by the university library.
Assumptions
Only students are allowed to take books
The books can only be lent for two weeks
No other service will be tracked through this database
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Database Design
Class Exercise
Develop a list of data required for this database
How many tables are required? Why?
What information is required for each table?
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Normalize Data
Normalization
Process organizing data in a database
Optimizes table structure
Refining database by reducing complex data into simple table
structures
Optimizes by
Eliminate redundancy
Eliminate inconsistency dependency between tables
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Normalize Data
Break data into smallest values possible
Assure data is not repeated
Break repeated data into separate tables
Avoid empty fields as much as possible
Consistent references in tables (naming convention)
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De-normalization
Definition
Combining tables into a bigger table
Uses
Make queries run faster
Keep similar data together
Keep table structure simple
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Designate Primary and Foreign Keys
Primary Key
Field with unique values
Values identify each record
Used to create relationships between tables
Can be of any data type except memo, OLE or Attachment
Can never be blank
Values do not change or have duplicates
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Designate Primary and Foreign Keys
Composite Key
Made of the union of two unique fields
Foreign Key
Field that relates to primary key of another table
Primary key acts as record index
Helps implement relationship between tables
Foreign key helps establish relationship with primary key
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Designate Primary and Foreign Keys
Class Exercise
Define a primary and foreign key for each table. This field
identifies each individual in a unique way.
List any field that contains a limited list of items. Example:
City or state.
Define default values when possible. Example: 90% of students
will be from PR.
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Determine Table Relationships
Representation of association among data contained within
tables
Helps poll matching fields
One-to-one relationship
Primary key and foreign key are unique
One-to-many relationship
Primary key unique with many foreign key values
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Building a Database
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Create a Database
To create a database
Open Access 2007
In the Getting Started
screen select blank
database
Write database name and
select location.
Press Create
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Create a Table
Access creates a new table
when a new blank database
is created
New tables can be created
by selecting the table icon
on the Create tab
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Table Views
Tables can be viewed in
several ways. The two
most common views are:
Datasheet: This is the
default view and presents
record values
Design: This presents the
table and field properties
but does no present record
values
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Field Insertion Feature
Allows adding new fields
from datasheet view
Write the field name in the
column header
Repeat for each field
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Data Types
Text: Contains characters up to 255
Memo: Advanced text field. Can hold up to 2 GB of data with rich
text formatting
Numbers: Numeric values up to 16 bytes
Date/Time: Stores and manipulates date and time values
Currency: Monetary values
AutoNumber: Automatically creates a numeric value with new
records. Are usually used as primary keys.
Yes/No: Boolean information (true or false)
Hyperlink: Stores web addresses
Attachment: Add files to a record
Multivalued: Can have more than one value
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New Fields
Fields can be added
through:
Field insertion feature
Design view
Multivalued fields are
added through the Lookup
Wizard
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Creating Tables
Create the tables for the books circulation class exercise
Use the datasheet view as well as the design view
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Table Maintenance
Tables can be:
Deleted
Renamed
Exported
Add a description in the Table Properties Dialog
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Table Properties
Allows for a detailed
description of the table
Presents information about
the table
Create date
Modified date
Allows to hide a table
Allows for row tracking
when used by multiple
simultaneous users
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Referential Integrity
Process to ensure data validity across two tables
It is enforced by ensuring values in a foreign field have
corresponding values in the primary key
Referential integrity prevents the entering of invalid data
Benefits of Referential Integrity
Avoid data loss
Avoid updating data
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Referential Integrity
Referential integrity between two table can be set if:
Both tables are in the same database
The matching field is a primary key in one table or has a unique
index
The related fields have the same data type
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Table Relationships
In the Database Tools tab select
relationships
If no relationship exists, Access
brings the Show Tables or
Queries dialog to add them to
the relationship
Once added, drag the primary
key to the foreign key.
This brings the Edit relationships
dialog
Referential integrity can be
enforced here
A line is drawn between tables
to indicate relationship
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Table Relationships
Create the table relationships for the books circulation class
exercise
Enforce referential integrity as required
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Save a Database in a Previous Version
In the Office Button menu
select Save As
There are several database
format available :
Access 2007
Access 2002-2003
Access 2000
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Managing Data in a Table
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Modifying Data
Users can:
Search for records
Replace Data in records
Add records
Delete Records
Modify Records
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Find Command
Helps locate specific data.
Has various find options
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Replace Command
Helps replace specific data with new data
Has various replace options
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Totals Features
Provides simple math functions to the tables
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Sorting Records
Can sort data
Ascending
Descending
The order is based on
Numeric information
Alphanumeric information
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Subdatasheets
Datasheet nested within
another datasheet
Contains data related to the
first datasheet
Subdatasheet presence is
indicated by + sign on the
row
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Managing Data
Class Exercise
Fill the created tables with at least 10 records each
Delete at least 1 record from each table
Modify at least 1 record from each table
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Queriyng a Database
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Querying a Database
Looking for data in a database is difficult unless there is
mechanism for extracting and isolating is
A database is effective when data can be retrieved as easily as
it was entered
Queries greatly reduce the data retrieval time
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Filter Feature
Display only the records that
match your criteria
Filter data based on the
values in a column
Filter by:
Text for the text data type
Number filters for the
number data type
Date filters for the date data
type
Multiple filters can be applied
to a table at the same time.
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Query Wizard
Select Query Wizard
Select type of query
Select query fields
Request query detail
Add title. Click Finish
Query result shown
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Query Types
Simple: Can select fields from multiple tables and queries
Crosstab: Can perform simple calculations
Find duplicates: Can find duplicate field values
Find unmatched: Finds records in a table with no related
records on another table
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Query Design Context Tab
Query Design
Results
Query Type
Query Setup
Show/Hide
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Query Object Views
Design View
SQL View
Datasheet View
PivotTable View
PivotChart View
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Show Tables Dialog Box
The Show Tables dialog
box is found on the Query
Design Context Tab
The user can select to
view:
Tables
Queries
Both
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Create a Query
Class Exercise
Create a query of students
Create a query of books
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Query Criteria
Search condition to retrieve specific information
These are used to compare criteria value with values in
the column
Calculations can also be performed
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Comparison Operators
Symbols used to compare two values
When set in criterion establishes results after
comparison
The result is always a true or false
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List of Comparison Operators
= : Equals
< : Less than
<= : Less than or equal to
> : Greater than
>= : Greater than or equal to
<> : Not equal to
Between And : Within a range
Is Null : Null values
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Conditional Operators
Test for the truth of a comparison
The result is always a true or false
Parenthesis can be used to change the order of
evaluation
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List of Conditional Operators
AND : True if both conditions are true
Example: >2 AND <>10
OR : True if either condition is true
Example: <10 OR >100
NOT : True if the single instance is not true
Example: Not Between 2 and 10
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Create a Query
Class Exercise
Create a query of students that have books out
Create a query of books that are past due to be returned
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Calculated Fields
Values come from calculations with other fields
Are not entered by the user but are created when query runs
The values may change if the expression is changed
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Arithmetic Operators
Arithmetic Description Example
Operator
+ Addition value1 + value 2
- Subtraction value1 - value 2
* Multiplication value1 * value 2
/ Division value1 / value 2
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Expressions
Values come from calculations with other fields
Are not entered by the user but are created when query runs
The values may change if the expression is changed
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Expression Builder
Allows users to select objects and use operators and
functions to build formulas
These can be used in queries or reports
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Property Sheet Pane
Allows users to set properties to objects
These properties can be of Structure, appearance and behavior
Features include Description, Format, Decimal Places, Input
Mask, Caption and Mart Tags
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Group by Functions
Perform calculations on a group of values
Can be used with any number of values and result in a single
value
Aggregate functions are used to group records in all databases
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Designing Forms
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Designing Forms
Datasheet view
Can be difficult to view large amounts data
Searching can be time consuming
Can lead to errors by misreading a value
Access forms
Allows to view and edit one record at a time
Is easier to view
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Form Views
View Description
Design A static view that helps design a form.
Form A dynamic view data within the developed form
Layout An interactive and dynamic view that you can use to create a
form
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Form Sections
Perform calculations on a group of values
Can be used with any number of values and result in a single
value
Aggregate functions are used to group records in all databases
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Group by Functions
Header: Displays Title
Detail: Displays fields
Footer: Displays additional information
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Form Creation Tools
Form Creation Tool Description
Form Creates a form with all fields in a table
Form Design Helps you create a form in Design view
Split Form Lets you view the form in Form view and Datasheet view
simultaneously
Multiple Items Lets you view multiple records from the table in the form of a
spreadsheet
PivotChart Helps you create a form in PivotChart view
Blank Form Use a blank form to build a form from scratch
Form Wizard A tool that helps you through the process of creating a form
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Modifying the Design of a Form
Can be dome by modifying the TAB order
Add, delete or modify controls
Bound: Associated to a field in the table or query
Unbound: Not associated with data
Calculated: Displays data obtained by evaluating an expression
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Generating Reports
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Report Views
View Description
Design Ability to add, modify or delete controls. Cannot view data.
Report View data without ability to make changes to controls
Layout View data and ability to make changes to controls
Print Preview Check how the report will print
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Report Sections
Header: Displays Title
Detail: Displays fields
Footer: Displays additional information
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Report Creation Tool
View Description
Report Creates a report with all the fields
Blank Report Create a blank report from scratch
Report Design Helps you create a report in Design view
Report Wizard Helps create a report by following step-by-step instructions
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Report Creation Wizard
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Report Printing
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