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Jan's Working with Databases

Basics: Summary

The simplest database is a single table. A relational database normally contains several tables that are related by sharing fields. You can view the records in a table as a datasheet in rows and columns or as a form or report. You can filter and/or sort the records. A report can include groups and calculated values like totals and averages.

Each field in a table has a number of properties, depending on the data type. You create new fields and select data types and properties in the Table Design View.

The Lookup tab for a field in Table Design View lets you create a Lookup list. In a datasheet or form you choose a value for this field from the list instead of typing in a value. The Lookup Wizard is in the list of data types. It walks you through the choices for the type of list and the source for the choices.

Sorting arranges records in a new order based on a particular field or fields. Filtering hides records that do not match the criteria that you chose. Filters add to each other so that you can filter the already filtered results. Sorting with the ribbon buttons applies a new sort each time.

A query can sort, filter, and rearrange fields in more complex ways that the ribbon buttons can handle. A query can be the source for a form or report. The Query Design View shows the tables that the query uses at the top and below are columns for the fields that are used by the query. There are rows for sorting and criteria.

A form is used to ease the entering and editing of records. The fields can be arranged to fit tightly together to save space and to avoid horizontal scrolling.

A report is used primarily for printing records and calculations, like totals and averages.

When printing database objects you need to check carefully to see what will print. You can select several adjacent records and print just the selection. For non-adjacent records you need to use a report based on a query that selects just the records that you want.

Access provides several wizards to help you create database objects, including a table, query, form, and report. The AutoForm and AutoReport buttons create a simple version that shows all of the fields from the source table or query. The Form and Report Wizards offer more choices to help make some tricky choices easier. A control in the Design View of a form or report displays data from a field. Each control has an attached label. The default size for a control may not be large enough. You can resize controls by dragging the handles in Design View or Layaout View or by editing the property's Width and Height in the Property Sheet. You can rearrange the positions of controls by dragging. You can add titles, text, lines, and images in Design View.

Changing the table's design after records have been entered may cause data to be cut short or lost entirely.

Relationships connect tables through a shared field. The Relationships window displays the tables of your choice and displays a join line connecting the matching fields. If you tell Access to enforce referential integrity, you will not be able to change or delete items that are referred to by other tables. This will help you keep your records consistent.


What You Printed for Project 2: Access Basics

  Lesson What is it? # of pages
1. Print Datasheet Trips table, landscape orientation, 8 records 1
2. Print Datasheet Trips table, 4 selected records 1
3. Print Form Trips AutoForm - all pages 4
4. Print Report Trips AutoReport - page 4 only 1
5. Table Relationships Relationships Report 1

Skills Covered - by lesson

Open Access
  • Open a database from file
  • Create a backup copy of a database
  • Close a database without closing Access
  • Download and open a database from the Web
  • Open Access from Start menu to a new blank database
  • Name and save the new database
Access Settings
  • Configure with Options dialog
    • Popular/General
    • Current Database
    • Datasheet
    • Object Designers
    • Proofing and AutoCorrect
    • Advanced/Client Settings
  • Get Help about the dialog
Using Help
  • Use Help by searching
  • Use Help's table of contents (2007, 2010)
  • Find answers and online video
Table Design
  • Create a blank database
  • Create and edit a table
  • Add fields and choose data types
  • View properties for field and for table
  • Save a new table
Table Datasheet
  • Open an existing database from Recent list
  • Open a table in Datasheet view
  • Add records to a datasheet
  • Save a record
  • Navigate from record to record and field to field
Manage a Table
  • Open an existing database from the Open dialog
  • Backup a database
  • Resize columns with Best Fit
  • Resize column with dialog
  • Rearrange columns
  • Change views
  • Resize rows - drag and dialog
  • Edit an existing record
  • Undo changes
  • Save a changed record
  • Delete a record
  • Add a new field
  • Enter data in a new field: Hyperlink
  • Change field properties: Hyperlink
Sort and Filter a Table
  • Add records to an existing table datasheet
  • Sort a table datasheet on one column
  • Apply Filter By Selection
  • Apply Filter By Form
  • Filter By Form with AND
  • Filter by Form with OR
  • Advanced Filter/Sort
  • Remove Filter
Query Wizard
  • Create a simple query with the Query Wizard
  • Navigate query results
  • Edit a query in Query Design View
  • Filter query results in Datasheet View
  • Close a query
  • Run an existing query
Create Form with AutoForm
  • Create a form with AutoForm
  • Navigate records and fields in Form and Layout Views
  • Switch to Form View
  • Use a form to add records
  • Create a hyperlink with display text
  • Use a form to edit records
  • Select a record in Form View
  • Copy a record and paste in Excel and Word
Edit AutoForm
  • Work with Stacked Layout
  • Remove Stacked Layout
  • Resize and move a control in Design View
  • Save an object in the database with a new name
  • Apply AutoFormat or Theme
  • Apply a new theme
Create Report
  • Create a report with AutoReport
  • Resize controls in Layout View
  • Create a report with Report Wizard
  • Navigate pages in a report Print Preview
  • Zoom the preview size
  • Edit with Property Sheet
  • Edit with ribbon
Report Image
  • Insert an image
  • Edit image with Property Sheet
Print Datasheet
  • Change page margins
  • Change orientation of paper
  • Print all records in a datasheet
  • Select multiple records in a datasheet and print
Print Form
  • View form's Print Preview
  • Change properties for a form
  • Select the whole form
  • Select multiple controls by dragging
  • Add a page header and footer
  • Hide the page header
  • Add and position a new label
  • Print a form - all pages
Print Report
  • Use Error Checking and Property Sheet
  • Add a label
  • Print a specific page of a report
Table Template (2007)
  • Create a table using a template
  • Edit a field's name and a property
  • Create a form and enter records
  • Use the Lookup Wizard
  • See Lookup properties of a field
  • Use a Lookup field
  • Delete a field
  • Repair errors in form and report caused by deleting field
  • View subdatasheet in related table
Application Part (2010, 2013, 2016)
  • Create a table using Application Parts
  • Edit Caption property
  • Add records with a form
  • Attach a photo
  • Create and use a Lookup field
  • Delete a field
  • Correct errors in forms and reports created by deleting field
  • View subdatasheet in related table
Table Relationships
  • View a relationship between two tables
  • Delete a relationship
  • Create a relationship between two tables
  • Print relationship report
  • Edit a subdatasheet
  • See referential integrity in action

Skills in Exercises

Ex. 2-1 City Theater Employees

  • Open an existing database
  • Add records including an attachment
  • Delete records
  • Edit records
  • Sort records
  • Filter records
  • View subdatasheets
  • Print selected pages
  • Create and print relationships Report

Ex. 2-2 City Theater Productions

  • Create a new blank database
  • Create tables manually
  • Enter data
  • Use the Lookup wizard
  • Print Relationships Report
  • Use AutoForm
  • Modify form in Design View
  • Create a query that sorts
  • Use Report Wizard
  • Modify report in Design View
  • Icon: New Skill Change report to two columns
  • Print all pages of report

Ex. 2-3 City Soccer League

  • Create a new blank database
  • Create tables manually and with Table Wizard
  • Enter data
  • Create a form
  • Enter data using form
  • Print selected records from form
  • Create a query with Simple Query Wizard
  • Move columns in Query Design View
  • Icon: New Skill Create a report using Report Wizard, based on a query
  • Print report

Important Terms

action query

active tab

Application Part

Attachment data type

AutoForm

AutoNumber

AutoReport

Backstage View

Best Fit

bound column

calculated field

column selector

Combo Box

context tab

continuous forms

control

criteria

criterion

crosstab query

Currency data type

database application

datasheet

data type

Description

Detail section

dirty record

Enforce Referential Integrity

expression

field

filter

Filter By Form

Filter By Selection

Fluent User Interface

footer

foreign key

form

handles

header

hyperlink field

join

junction table

label

layout

List Box

Long Text data type

Lookup field

Lookup Wizard

macro

Main Switchboard form

Memo data type

Navigation Pane

null

number data type

module

object

parameter query

pin

primary key

Print Preview

property

query

record

record selector

referential integrity

relationship

report

ribbon

row source

run

Select query

shortcut

Short Text data type

shutter bar

sort

source

SQL

stacked layout

standard height

standard width

subdatasheet

table

template

text box

Text data type

theme

View: Datasheet

View: Design

View: Form

View: Report

wizard

Yes/No data type

zoom