Business Management Access Chapter 3

8/17/2019 Business Management Access Chapter 3

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MNGT 351Management Information Systems and

Applications

Microsoft 2013 ACCESS Capter 3!

Maintaining a "ata#ase Instr$ctor! "r% &i'in ()icard* +ang

,S-

.all Semester/ 2015

MNGT 351/ .all 2015/ ,S-1


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• Add/ cange/ and delete records• Searc for records

• .ilter records

• -pdate a ta#le design

• -se action $eries to $pdate records

• -se delete $eries to delete records

• Specify alidation r$les/ defa$lt al$es/and formats

MNGT 351/ .all 2015/ ,S- 2

#ecties


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• Create and $se single4al$ed loo$p6elds

• Create and $se m$ltial$ed loo$p 6elds

• Add ne7 6elds to an e'isting report• .ormat a dataseet

• Specify referential integrity

• -se a s$#dataseet

• Sort records

MNGT 351/ .all 2015/ ,S- 3

#ecties


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MNGT 351/ .all 2015/ ,S- 8

9roect : Maintaining a "ata#ase


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• -pdate records $sing a form• .ilter records $sing ario$s 6ltering

options

• Cange te str$ct$re of a ta#le• Mae mass canges to a ta#le

• Create alidation r$les

• Cange te appearance of a dataseet• Specify referential integrity

• rder records in a dataseet

MNGT 351/ .all 2015/ ,S- 5

)oadmap


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• pen te Naigation 9ane• Select te ta#le in te Naigation 9ane yo$

7is to split

•

Tap or clic C)EATE on te ri##on to displayte C)EATE ta#

• Tap or clic te More .orms #$tton todisplay te More .orms men$

• Tap or clic Split .orm to create a split form

• Close te Naigation 9ane

MNGT 351/ .all 2015/ ,S- ;

Creating a Split .orm


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• Tap or clic te .orm


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MNGT 351/ .all 2015/ ,S- ?

Creating a Split .orm


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• Tap or clic te@Ne7 (#lan*record #$tton on

te Naigation #arto enter a ne7record/ and ten

type te data forte ne7 record%9ress te TAB eyafter typing te

data in eac 6eldMNGT 351/ .all 2015/ ,S-

-sing a .orm to Add )ecords


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• pen te Naigation 9ane• Scroll as necessary and press and old or rigt4clic

te form to searc/ and ten clic pen on tesortc$t men$

• Tap or clic te .ind #$tton on te DME ta# todisplay te .ind and )eplace dialog #o'

• Type te desired searc te't in te .ind at te't #o'

• Tap or clic te .ind Ne't #$tton

• Tap or clic te .ind Ne't #$tton again (as necessary*to locate additional matces

• Tap or clic te Cancel #$tton

MNGT 351/ .all 2015/ ,S- 10

Searcing for a )ecord


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MNGT 351/ .all 2015/ ,S- 11

Searcing for a )ecord


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• Tap or clic te 6eld yo$ 7is to $pdate• Type te $pdated te't

• 9ress te TAB ey to complete te

cange and moe to te ne't 6eld

MNGT 351/ .all 2015/ ,S- 12

-pdating te Contents of a )ecord


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• it te form displayed/ tap or clic terecord selector in te dataseet ne't tote 6eld yo$ 7is to delete

• 9ress te "EFETE ey to delete terecord

• Tap or clic te es #$tton to complete

te deletion

MNGT 351/ .all 2015/ ,S- 13

"eleting a )ecord


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MNGT 351/ .all 2015/ ,S- 18

"eleting a )ecord


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• pen te ta#le containing te 6eld yo$7is to 6lter

• Tap or clic te a al$e in te 6eld yo$

7is to 6lter• Tap or clic te Selection #$tton on te

DME ta# to display te Selection men$

• Tap or clic te desired selection optionto select only te matcing records

MNGT 351/ .all 2015/ ,S- 15

-sing .ilter By Selection


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MNGT 351/ .all 2015/ ,S- 1;

-sing .ilter By Selection


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• Tap or clic te Toggle .ilter #$tton onte DME ta# to toggle te 6lter

MNGT 351/ .all 2015/ ,S- 1>

Toggling a .ilter


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• Tap or clic te arro7 ne't to te 6eldname (col$mn eading* to 6lter

• Tap or clic te desired 6lter

MNGT 351/ .all 2015/ ,S- 1?

-sing a Common .ilter


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• Tap or clic te Adanced #$tton on te DME ta#to display te Adanced men$

• Tap or clic @Clear All .ilters on te Adancedmen$ to clear any e'isting 6lters

• Tap or clic te Adanced #$tton to display teAdanced men$

• Tap or clic @.ilter By .ormH on te Adancedmen$

• Type te criteria in te #lan ro7 for te 6elds to6lter

• Clic te Toggle .ilter #$tton to apply te 6lter

MNGT 351/ .all 2015/ ,S- 1

-sing .ilter By .orm


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MNGT 351/ .all 2015/ ,S- 20

-sing .ilter By .orm


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•Clear te e'isting 6lters

• Tap or clic te Adanced #$tton to display teAdanced men$

• Tap or clic @Adanced .ilterSort on te Adanced

men$• If necessary/ e'pand te siJe of te 6eld list so all te

6elds appear

• Incl$de te desired 6elds in te adanced 6ltersort/ and

type te appropriate criteria in te Criteria or @or ro7

• Tap or clic te Toggle .ilter #$tton on te DME ta# totoggle te 6lter so tat only records tat satisfy tecriteria 7ill appear

MNGT 351/ .all 2015/ ,S- 21

-sing Adanced .ilterSort


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MNGT 351/ .all 2015/ ,S- 22

-sing Adanced .ilterSort


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• pen te desired ta#le in "esign ie7• Tap or clic te ro7 selector #elo7

7ere yo$ 7is to insert te ne7 6eld/

and press te INSE)T ey to insert a#lan ro7 a#oe te selected 6eld

• Type te desired 6eld name in te .ield

Name col$mn

MNGT 351/ .all 2015/ ,S- 23

Adding a Ne7 .ield


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• Tap or clic te "ata Type col$mn for te 6eld yo$ 7isto set as a loo$p 6eld/ and ten tap or clic te "ata Type arro7 to display te men$ of aaila#le data types

• Tap or clic te Foo$p iJard/ and ten clic te @I 7ill

type in te al$es tat I 7ant option #$tton• Tap or clic te Ne't #$tton

• Type te list of al$es (one item per ro7*

• Tap or clic te Ne't #$tton

•

Enter te la#el for te loo$p 6eld/ and clic te @Allo7M$ltiple


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MNGT 351/ .all 2015/ ,S- 25

Creating a Foo$p .ield


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• Insert a ne7 6eld/ and type te desired6eld name in te .ield Name col$mn

• Tap or clic te "ata Type #o'/ and ten

tap or clic Calc$lated to select teCalc$lated data type and display teE'pression B$ilder dialog #o'

•

Create te desired e'pression/ and tentap or clic te + #$tton

MNGT 351/ .all 2015/ ,S- 2;

Adding a Calc$lated .ield


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MNGT 351/ .all 2015/ ,S- 2>

Adding a Calc$lated .ield


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• Create a ne7 $ery for te desired ta#le• In "esign ie7/ indicate te 6elds and

criteria tat 7ill specify te records to delete

•

Tap or clic te "elete #$tton on te =-E) TFS "ESIGN ta# to mae te $ery adelete $ery

• )$n te $ery #y tapping or clicing te )$n

#$tton• en Access indicates te n$m#er of records

to #e deleted/ tap or clic te es #$tton

MNGT 351/ .all 2015/ ,S- 30

-sing a "elete =$ery


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• In "esign


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• In "esign


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MNGT 351/ .all 2015/ ,S- 33

Specifying a )ange


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• it te 6eld selected in "esign


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• it te desired 6eld selected in "esign ie7/tap or clic te


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• Select te desired 6eld for 7ic yo$7ant to specify a format

• Tap or clic te .ormat property #o' and

ten type te desired format

MNGT 351/ .all 2015/ ,S- 3;

Specifying a .ormat


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•pen te ta#le containing te loo$p 6eld in"ataseet ie7

• Tap or clic te arro7 ne't to te loo$p 6eldto display a list of coices

• Select te desired coice

MNGT 351/ .all 2015/ ,S- 3?

-sing a Foo$p .ield


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• Tap or clic te arro7 ne't to am$ltial$ed loo$p 6eld al$e to displaya list of aaila#le options

•

Tap or clic te desired options• Tap or clic te + #$tton

MNGT 351/ .all 2015/ ,S- 3

-sing a M$ltial$ed Foo$p .ield

- d ti ) t t ) K t t


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•

pen te report yo$ 7ant to modify in Fayo$t


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• )epeat te preio$s steps as necessaryto add additional 6elds

• To cange te orientation of te report

to Fandscape/ clic te Fandscape#$tton on te )E9)T FA-T TFS9AGE SET-9 ta#

•

Tap or clic te Sae #$tton on te=$ic Access Tool#ar to sae yo$rcanges

MNGT 351/ .all 2015/ ,S- 81

-pdating a )eport to )eKect teCanges in te Ta#le


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• pen te desired ta#le in "ataseetie7

• Tap or clic te Totals #$tton on te

DME ta# to incl$de te Total ro7 in tedataseet

• Tap or clic te Total ro7 in te desired

col$mn• Tap or clic te arro7 to display a men$

of aaila#le calc$lations

•

Clic te "esired calc$lationMNGT 351/ .all 2015/ ,S- 83

Incl$ding Totals in a "ataseet


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MNGT 351/ .all 2015/ ,S- 88

Incl$ding Totals in a "ataseet


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• pen te ta#le in "ataseet ie7• Tap or clic te #o' in te $pper4left

corner of te "ataseet selector to

select te entire dataseet• Tap or clic te Gridlines #$tton on te

DME ta# to display te Gridlines

gallery• Tap or clic te desired command in te

Gridlines gallery

MNGT 351/ .all 2015/ ,S- 85

Canging Gridlines


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MNGT 351/ .all 2015/ ,S- 8;

Canging Gridlines

Canging te Colors and .ont


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•it te dataseet selected/ tap or clic teAlternate )o7 Color #$tton arro7 on teDME ta# to display te color palette

• Tap or clic te desired color

• Tap or clic te .ont Color #$tton arro7/ andten tap or clic te desired font color

• Tap or clic te .ont arro7/ and ten scroll

and tap clic te desired font• Tap or clic te .ont SiJe arro7/ and tap or

clic te desired font siJe

MNGT 351/ .all 2015/ ,S- 8>

Canging te Colors and .ontin a "ataseet


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$ery ng a $ a $e e


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• Create a $ery for te desired ta#le• Incl$de 6elds yo$ 7ant in te $ery/

incl$ding a m$ltial$ed 6eld

MNGT 351/ .all 2015/ ,S- 8

$ery ng a $ a $e eSo7ing M$ltiple


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• Create a $ery in "esign ie7containing a m$ltial$ed 6eldcontaining m$ltiple al$es

•

Tap or lic te m$ltial$ed 6eld name inte design grid/ position te insertionpoint at te end/ and ten type .valueto $se te


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MNGT 351/ .all 2015/ ,S- 51

$ery ng a $ a $e eSo7ing M$ltiple


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•

Tap or clic "ATABASE TFS on te ri##on to display te"ATABASE TFS ta#

• Tap or clic te )elationsips #$tton to open te)elationsips 7indo7 and display te So7 Ta#le dialog#o'

• Add te ta#les 7it associated primary and foreign eys

• "rag te primary ey from te 6rst ta#le to te foreign eyin te second ta#le to display te Edit )elationsips dialog#o' to create a relationsip

•

Tap or clic te @Enforce )eferential Integrity cec #o'• Tap or clic te @Cascade -pdate )elated .ields cec #o'

• Tap or clic te Create #$tton to complete te creation ofte relationsip

MNGT 351/ .all 2015/ ,S- 52

Specifying )eferential Integrity


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MNGT 351/ .all 2015/ ,S- 53

Specifying )eferential Integrity


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•pen te ta#le related anoter ta#le in"ataseet ie7

• Tap or clic te pl$s sign in front of te

ro7 for a record to display tes$#dataseet

MNGT 351/ .all 2015/ ,S- 58

-sing a S$#dataseet

-sing te Ascending B$tton


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•pen te desired ta#le in "ataseetie7

• Tap or clic in te 6rst record on te

6eld to sort• Tap or clic te Ascending #$tton on te

DME ta# to sort te records in

ascending order

MNGT 351/ .all 2015/ ,S- 55

-sing te Ascending B$ttonto rder )ecords

-sing te Ascending B$tton to


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MNGT 351/ .all 2015/ ,S- 5;

-sing te Ascending B$tton torder )ecords


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•Add/ cange/ and delete records

• Searc for records

• .ilter records

• -pdate a ta#le design• -se action $eries to $pdate records

• -se delete $eries to delete records

• Specify alidation r$les/ defa$lt al$es/and formats

MNGT 351/ .all 2015/ ,S- 5>

Capter S$mmary


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•Create and $se single4al$ed loo$p6elds

• Create and $se m$ltial$ed loo$p 6elds

•Add ne7 6elds to an e'isting report

• .ormat a dataseet

• Specify referential integrity

• -se a s$#dataseet• Sort records

Capter S$mmary

Documents

Business Management Access Chapter 3