Objectives. Microsoft Office 2007 Access 2007 Vista Notes. Opening a database, Tables, Querying a Database, and Reports

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1 Microsoft Office 2007 Access 2007 Vista Notes Opening a database, Tables, Querying a Database, and Reports Objectives 1. Start Access 2. Describe the features of the Access window 3. Create a database 4. Close a database and quit Access 5. Open a database 6. Print the contents of a table 7. Use the Access Help system Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 2 1

2 Objectives 8. Create queries using the Simple Query Wizard 9. Print query results 10.Create queries using Design view 11.Create a report from a query 12.Customize the Navigation pane 13.Create and print custom reports 14.Create and use a split form Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 3 Starting Access Click the Start button on the Windows Vista taskbar to display the Start menu Click All Programs at the bottom of the left Pane on the Start menu to display the All Programs list and then click Microsoft Office in the All Programs list to display the Microsoft Office list Click Microsoft Office Access 2007 on the Microsoft Office list to start Access and display the Getting Started with Microsoft Office Access window If the Access window is not maximized, click the Maximize button on its title bar to maximize the window Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 4 2

3 Starting Access Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 5 Opening a Database With your USB flash drive connected to one of the computer s USB ports, click the More button to display the Open dialog box If the Folders list is displayed below the Folders button, click the Folders button to remove the Folders list If necessary, click Computer in the Favorite Links section and then double-click UDISK 2.0 (E:) to select the USB fl ash drive, Drive E in this case, as the new open location. (Your drive letter might be different.) Click JSP Recruiters to select the fi le name Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 6 3

4 Opening a Database Click the Open button to open the database If a Security Warning appears, click the Options button to display the Microsoft Office Security Options dialog box With the option button to enable this content selected, click the OK button to enable the content Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 7 Changing Database Properties Click the Office Button to display the Office Button menu Point to Manage on the Office Button menu to display the Manage submenu Click Database Properties on the Manage submenu to display the JSP Recruiters.accdb Properties dialog box If necessary, click the Summary tab Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 8 4

5 Changing Database Properties Help Button Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 9 Previewing and Printing the Contents of a Table If the Navigation pane is hidden, show the Navigation pane by clicking the Shutter Bar Open/Close Button Select Display All Objects Be sure the Client table is selected Click the Office Button to display the Office Button menu Point to the Print command arrow to display the Print submenu Click Print Preview on the Print submenu to display a preview of the report Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 10 5

6 Previewing and Printing the Contents of a Table Office Button Help Button Shutter Bar Ruler Bar Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 11 Previewing and Printing the Contents of a Table Click the mouse pointer in the position shown in Figure 1 60 on page AC 42 to magnify the upperright section of the report Click the Landscape button to change to landscape orientation Click the Print button on the Print Preview tab to print the report When the printer stops, retrieve the hard copy of the Client table Click the Close Client button to close the Print Preview window Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 12 6

7 Previewing and Printing the Contents of a Table Office Button Help Button Shutter Bar Ruler Bar Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 13 Using the Simple Query Wizard to Create a Query If the Navigation pane is hidden, click the Shutter Bar Open/Close Button to show the Navigation pane Be sure the Client table is selected Click Create on the Ribbon to display the Create tab Click the Query Wizard button on the Create tab to display the New Query dialog box Be sure Simple Query Wizard is selected, and then click the OK button to display the Simple Query Wizard dialog box Click the Add Field button to add the Client Number field Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 14 7

8 Using the Simple Query Wizard to Create a Query Click the Add Field button a second time to add the Client Name field Click the Recruiter Number field, and then click the Add Field button to add the Recruiter Number field Click the Next button Be sure the title of the query is Client Query Click the Finish button to create the query Click the Close button for the Client Query to remove the query results from the screen Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 15 Using the Simple Query Wizard to Create a Query Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 16 8

9 Homework Solution Sample SQL View SELECT Customer.CustomerName, OrderLine.OrderNum, OrderLine.PartNum, Part.Description, OrderLine.NumOrdered, OrderLine.QuotedPrice, Part.Warehouse, Rep.RepNum FROM Rep INNER JOIN (Part INNER JOIN ((Customer INNER JOIN Orders ON Customer.CustomerNum = Orders.CustomerNum) INNER JOIN OrderLine ON Orders.OrderNum = OrderLine.OrderNum) ON Part.PartNum = OrderLine.PartNum) ON Rep.RepNum = Customer.RepNum ORDER BY Customer.CustomerName, OrderLine.OrderNum, OrderLine.PartNum; Datasheet View QBE/Design View Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 17 Creating a Report Be sure the Client table is selected in the Navigation pane Click Create on the Ribbon to display the Create tab Click the Report Wizard button to display the Report Wizard dialog box Click the Add Field button to add the Client Number field Click the Add Field button to add the Client Name field Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 18 9

10 Creating a Report Click the Amount Paid field, and then click the Add Field button to add the Amount Paid field Click the Add Field button to add the Current Due field Click the Add Field button to add the Recruiter Number field Click the Next button to display the next Report Wizard screen Because you will not specify any grouping, click the Next button in the Report Wizard dialog box to display the next Report Wizard screen Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 19 Creating a Report Click the box arrow in the text box labeled 1 to display a list of available fields for sorting Click the Client Number field to select the field as the sort key Click the Next button to display the next Report Wizard screen Make sure that Tabular is selected as the Layout. (If it is not, click the Tabular option button to select Tabular layout.) Make sure Portrait is selected as the Orientation. (If it is not, click the Portrait option button to select Portrait orientation.) Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 20 10

11 Creating a Report Click the Next button to display the next Report Wizard screen Be sure the Module style is selected. (If it is not, click Module to select the Module style.) Click the Next button to display the next Report Wizard screen Erase the current title, and then type Client Financial Report as the new title Click the Finish button to produce the report Click the Close Client Financial Report button to remove the report from the screen Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 21 Creating a Report Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 22 11

12 Printing a Report With the Client Financial Report selected in the Navigation pane, click the Office Button Point to the arrow next to Print on the Office Button menu and then click Quick Print on the Print submenu to print the report Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 23 Creating a Split Form Select the Client table in the Navigation pane If necessary, click Create on the Ribbon to display the Create tab Click the Split Form button to create a split form. If a Field List appears, click its Close button to remove the Field List from the screen Click the Save button to display the Save As dialog box Type Client Form as the form name, and then click the OK button to save the form If the form appears in Layout view, click the Form View button on the Access status bar to display the form in Form view Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 24 12

13 Creating a Split Form Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 25 Using a Split Form Click the Next Record button four times to move to record 5 Click the Postal Code field on the second record in the datasheet to select the second record in both the datasheet and the form Click the Close Client Form button to remove the form from the screen Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 26 13

14 Using a Split Form Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 27 Changing Database Properties Click the Author text box and then type your name as the Author property. If a name already is displayed in the Author text box, delete it before typing your name Click the Subject text box, if necessary delete any existing text, and then type your course and section as the Subject property Click the Keywords text box, if necessary delete any existing text, and then type Healthcare, Recruiter as the Keywords property Click the OK button to save your changes and remove the JSP Recruiters.accdb Properties dialog box from the screen Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 28 14

15 Searching Access Help Click the Microsoft Office Access Help button near the upperright corner of the Access window to open the Access Help window Type create a form in the Type words to search for text box at the top of the Access Help window Press the ENTER key to display the search results Click the Maximize button on the Access Help window title bar to maximize the Help window unless it is already maximized Click the Create a split form link to display information regarding creating a split form Click the Close button on the Access Help window title bar to close the Access Help window and make the database active Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 29 Searching Access Help Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 30 15

16 Using a Criterion in a Query Right-click Client Query to produce a shortcut menu Click Design View on the shortcut menu to open the query in Design view Click the Criteria row in the Recruiter Number column of the grid, and then type 24 as the criterion Click the View button to display the results in Datasheet view Close the Client Query window by clicking the Close Client Query button When asked if you want to save your changes, click the No button Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 31 Using a Criterion in a Query Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 32 16

17 Printing the Results of a Query With the Client Query selected in the Navigation pane, click the Office Button Point to Print on the Office button menu Click Quick Print on the Print submenu Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 33 Creating a Query in Design View Hide the Navigation pane Click Create on the Ribbon to display the Create tab Click the Query Design button to create a new query With the Client table selected, click the Add button in the Show Table dialog box to add the Client table to the query Click the Close button in the Show Table dialog box to remove the dialog box from the screen Drag the lower edge of the field box down far enough so all fields in the Client table appear Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 34 17

18 Creating a Query in Design View Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 35 Adding Fields to the Design Grid Double-click the Client Number field in the field list to add the Client Number field to the query Double-click the Client Name field in the field list to add the Client Name field to the query Add the Amount Paid field to the query by double-clicking the Amount Paid field in the field list Add the Current Due field to the query Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 36 18

19 Adding Fields to the Design Grid Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 37 Saving the Query Click the Save button on the Quick Access Toolbar to display the Save As dialog box Type Recruiter-Client Query as the query name Click the OK button to save the query Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 38 19

20 Saving the Query Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 39 Customizing the Navigation Pane If necessary, click the Shutter Bar Open/Close Button to show the Navigation pane Click the Navigation pane arrow to produce the Navigation pane menu Click Object Type to organize the Navigation pane by the type of object rather than by table Click the Navigation pane arrow to produce the Navigation pane menu Click Tables and Related Views to once again organize the Navigation pane by table Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 40 20

21 Customizing the Navigation Pane Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 41 Summary Open & Close Access Working with Tables Queries, Forms & Reports Create queries using the Simple Query Wizard Print query results Create queries using Design view Create a report from a query Customize the Navigation pane Microsoft Office 2007: Introductory Concepts and Techniques - Windows Vista Edition 42 21

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