Stock & Option Solutions, Inc. June 23, Adding Access to your Stock Plan Professional Quiver

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Delilah Lloyd
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1 Adding Access to your Stock Plan Professional Quiver Srini Kalakoti, Stock & Option Solutions, Inc. Steve Gaylord, Stock & Option Solutions, Inc. Disclaimer The following discussion and examples do not necessarily represent the official views of Stock & Option Solutions, Inc. with respect to any of the issues addressed. Moreover, this presentation and the views expressed by the individual presenters should not be relied on as legal, accounting, auditing, or tax advice. The outcome of any individual situation depends on the specific facts and circumstances in which the issue arises and on the interpretation of the relevant literature in effect at the time. Anyone viewing this presentation should not act upon this information without seeking professional counsel and/or input from their advisors. 2 1

Moreover, this presentation and the views expressed by the individual presenters should not be relied on as legal, accounting, auditing, or tax advice.

2 Materials Slides 3 Agenda MS Access Definition Why Access? Introduction to MS Access Creating an empty database Pointing MS Access to your data file Importing vs. Linking Excel vs. TXT as sources Creating queries User interface» Selecting data» Changing the column headings» Aggregating data / Grouping data SQL interface» Inputting a formula in a query Saving imports Exporting queries Generate an Excel sheet for analysis Saving exports 4 2

TXT as sources Creating queries User interface» Selecting data» Changing the column headings» Aggregating data / Grouping

3 MS ACCESS DEFINITION MS Access Definition MS Access is a Database Management System (DBMS) Part of the MS Office Professional Suite Built to relate data Connect two different spreadsheets Built to handle repeated tasks with less user interaction Works well with larger data sets Multi-user access Ability to create user interfaces Ability to create standard reports with greater control over look and feel. 6 3

repeated tasks with less user interaction Works well with larger data sets Multi-user access Ability

4 Why MS Access vs. MS Excel MS Excel Pros Data analysis Included in the standard MS Office install User friendly What if analysis tools More advanced pivot tables and charting MS Access Pros Ability to create user interface Relate and enforce data integrity Control repeatable processes Stores complex data analysis Multi-user access 7 INTRODUCTION TO MS ACCESS 4

friendly What if analysis tools More advanced pivot tables and charting MS Access Pros

5 Creating an empty database Start MS Access Select New Blank Database Name and Create the database 9 Pointing MS Access to your data file Importing vs Linking 10 5

6 Excel vs. TXT source data Excel vs. TXT as sources Import Text Wizard 11 Import Text Wizard Define your delimiter Do you have headers? 12 6

7 Import Text Wizard What is a Data Type? Why do I care? 13 Import Text Wizard Let Access add a primary key Name your table 14 7

8 Saving Imports 15 DEMONSTRATION OF DATA IMPORTING 8

9 CREATING QUERIES; EXPORTING DATA; USING SAVED IMPORTS/EXPORTS Creating queries User interface Selecting data Changing the column headings Aggregating data / Grouping data 18 9

10 Query Design Selecting data Changing the column headings Save calculations 19 Query Design Aggregating data / Grouping data 20 10

11 Exporting queries Generate an Excel sheet for analysis 21 Exporting queries Save records from the query to your desired location 22 11

12 Saving Exports 23 Using Saved Imports / Exports Select either Import or Export button The same window is used, just defaults to the appropriate tab. Select the saved import/export Select Run 12

13 DEMONSTRATION OF CREATING QUERIES; EXPORTING DATA AND USING SAVED IMPORT / EXPORTS Summary Take-Aways MS Access has interfaces to help you through your steps MS Access can take the data the way it is Implement once and use over and over Easy to update source data with a new set MS Access is not as hard as you think 26 13

steps MS Access can take the data the way it is Implement once and use over and

14 Links for the future Access is the perfect tool for data validation Frequently used terms in Access: 27 QUESTIONS? 14

ly/1wsbyy6 Frequently used terms in Access:

15 Contact Information Srini Kalakoti 910 Campisi Way, Suite 2E Campbell, CA USA Bus: (408) Steve Gaylord 910 Campisi Way, Suite 2E Campbell, CA USA Bus: (408)

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.

Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.