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Bryan Gambrel Mitchell Beaton Chris Ruel Debbie Martin Colin Klein of Microsoft Learning Jennifer Lartz Micheline Frederick Amy Weintraub Harry Nolan Jim Oshea Amy Rosen Sheena Goldstein, Jennifer MacMillan Tom Kulesa Wendy Ashenberg
This book was set in Garamond by Aptara, Inc. and printed and bound by Courier Kendallville. The covers Garamond by Aptara, Inc. and pr mond n p , n pr K were printed by Lehigh Phoenix. gh Phoenix. h o i 2011 0 Wiley Sons, Inc. ile il c reserved. ved. ved. e Copyright 2011 by John Wiley & Sons, Inc. All rights reserved. photo: o Vision/Getty Images i a s Cover photo: Digital Vision/Getty Images f this reproduced, o c system transm se No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or ans l tr r chani l photocopying, recording, scanning otherwise, ch p yi g n nn nnin by any means, electronic, mech ical, photocopying, recording, scanning or otherwi except as permitted means, electronic, mechanical, ph Sect e he 1976 United States Copyright Act, without e 97 7 td a h c i ho under Se tions 107 or 108 of the 1976 United States Copyright Act, without either the prior written perSections 107 or mission of the Publisher, or authorization through payment of the appropriate per-co fee to the Copyright n f Pub her, authorization through ublish ub u riz on hr ug i n hr f he appropriate per-copy e opri Clearance Center, Inc. 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Drive, 01923, Clearance n I Inc. 222 d D , Danvers, 1 23 ) 750-8400, 5 Requests to the Publi her for permission should be addressed to the Permissions Dep Publisher Permissions Department, John Wiley Requests to s blis bl bl e o on should uld ul e ed to m s & Sons, Inc., 111 River Street, Hoboken, NJ 07030-5774, (201) 748-6011, fax (20 748-6008. To order (201) Sons, Inc., s n Rive Street, Hoboken, J 07030-5774, (201) 748-6011, ver ve v tr bo en 70 4 2 0 1 books or for customer se ce, please call 1-800-CALL WILEY (225-5945). service, e or for servic please call 1-800-CALL WILEY (225-5945). l 800 AL AL LE 4 . Microsoft, ActiveX, Access, Excel, InfoPath, Microsoft Pre MSDN, OneNote, Ou OneNote, Outlook, PivotChart, Microsoft, o Access, Excel, InfoPath, Microsoft Press, ss x l, s l, a ro ft ress, o ft PivotTable, PowerPoint, SharePoint, SQL Server, Visio, Windows, Windows Mobile and Windows Server SharePoint, SQL Server, Visio, Windows, Windows Mobile, PivotTable, b h P Q e is , n are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other registered trademarks trademarks Microsoft Corporation in g r m k o o Unite countries. Oth product and company names mentioned herein may be the trademarks of their respective Other ther th company names omp m m may b a tradem owners. The example companies, organizations, products, domain names, e-mail addresses, logo people, places, and names, elogos, compan organizatio , prod mpan p nies, ations, p od t ducts, s e-mail events depicted herein are ctitious. No association with any real company, organization, product, domain in are n re any real ny eal organization name, e-mail address, logo, person, place, or event is intended or should be inferred. is intended person place, perso , pl nten The book expresses the authors views and opinions. The information contained in th book is provided this without any express, statutory, or implied warranties. Neither the authors, John Wiley & Sons, Inc., Microsoft Corporation, nor their resellers or distributors will be held liable for any damages caused or alleged to be caused either directly or indirectly by this book. Founded in 1807, John Wiley & Sons, Inc. has been a valued source of knowledge and understanding for more than 200 years, helping people around the world meet their needs and fulll their aspirations. Our company is built on a foundation of principles that include responsibility to the communities we serve and where we live and work. In 2008, we launched a Corporate Citizenship Initiative, a global effort to address the environmental, social, economic, and ethical challenges we face in our business. Among the issues we are addressing are carbon impact, paper specications and procurement, ethical conduct within our business and among our vendors, and community and charitable support. For more information, please visit our website: www.wiley.com/go/citizenship. ISBN 978-0-470-90768-9 Printed in the United States of America 10 9 8 7 6 5 4 3 2 1
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LESSON 3: WORK WITH TABLES AND DATABASE RECORDS LESSON 4: MODIFY TABLES AND FIELDS LESSON 5: CREATE FORMS 107 EATE CIRCLING BACK 1 RCLING BACK C 129 78
LESSON 6: CREATE REPORTS 134 EATE REPORTS E LESSON 7: CREATE AND MODIFY QUERIES 155 EATE AND MODIFY QUERIES 155 O R LESSON 8: USE CONTROLS IN REPORTS AND FORMS 183 E CONTROLS IN REPORTS AND T S N S LESSON 9: ADVANCED TABLES 224 DVANCED C S 224 LESSON 10: ADVANCED FORMS 240 DVANCED E 240 CIRCLING BACK 2 RCLING BACK A 261 1
LESSON 11: ADVANCED REPORTS 265 DVANCED REPORTS 265 T LESSON 12: ADVANCED QUERIES 286 LESSON 13: DISPLAY AND SHARE DATA 325
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Brief Contents
LESSON 14: IMPORT AND EXPORT DATA LESSON 15: DATABASE TOOLS 382 CIRCLING BACK 3 APPENDIX A 406 APPENDIX B 410 GLOSSARY 411 CREDITS 414 INDEX 415 401
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Contents
Database Essentials
SKILL SUMMARY 25 Knowledge Assessment 26 ssessment Competency Assessment 27 Prociency Assessment 27 Mastery Assessment 28 Internet Ready 29 Workplace Ready 29
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Contents
30
Software Orientation: Getting Started with Microsoft Access 31 Creating a Database 32 Using a Template to Create a Database Creating a Blank Database 36 Software Orientation: Templates Group and Application Parts 38 Creating a Table 38 n Using the Application Parts Gallery 9 and Quick Start 39 m e 40 Creating a Table from Another Table 40 ject Saving a Database Object 42 Saving a Table 43 32
SKILL SUMMARY 44 4 Knowledge Assessment 44 ssment 44 t essment n Competency Assessment 46 Prociency Assessment 47 sment t Mastery Assessment 47 ment 47 Internet Ready 48
cords Navigating Among Records 50 d Navigating Using the K b Keyboard 50 Using Navigation Buttons 51 Software Orientation: Records Group, Record Selector Box, and Record Shortcut Menu 52 Entering, Inserting, Editing, and Deleting Records 53 Entering, Editing, and Deleting Records
53
Working with Primary Keys 55 Dening a Primary Key 55 Dening and Modifying a Multield Primary Key
56
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Contents Finding and Replacing Data 56 Finding and Replacing Data 57 Attaching and Detaching Documents 58 Attaching and Detaching Documents 58 Sorting and Filtering Data and Setting Field Viewing Options within a Table 60 Software Orientation: Sort & Filter Group 60 Sorting Data within a Table 60 Filtering Data within a Table 62 Removing a Filter 65 Freezing/Unfreezing and Hiding/Unhiding Fields 66 Software Orientation: Relationship Tools on the Ribbon 68 Understanding Table Relationships 68 elationships Dening Table Relationships 68 Modifying Table Relationships 70 Printing Table Relationships 72 ationships
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SKILL SUMMARY 73 Knowledge Assessment 73 ssessment 73 t Competency Assessment 74 Assessment m n Prociency Assessment 75 ssessment 75 ent Mastery Assessment 76 ssment t 6 Internet Ready 77 y
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Contents
SKILL SUMMARY 101 Knowledge Assessment 101 Competency Assessment 103 Prociency Assessment 104 Mastery Assessment 105 Internet Ready 106
Create Forms
107
107
107
Software Orientation: Forms Group 108 Creating Forms 108 orm Creating a Simple Form 109 esign 110 10 Creating a Form in Design View 110 ayout w Creating a Form in Layout View 113 rd Using the Form Wizard 114 Applying a Theme 116 t i Sorting and Filtering Data within a Form 118 within F m Form m Sorting Data within a Form 118 Filtering Data within a Form 119 m Using Filter by Form 122
SKILL SUMMARY 124 24 Knowledge Assessment 124 ssment t Competency Assessment 125 essment n Prociency Assessment 126 sment 126 2 Mastery Assessment 127 ment 7 Internet Ready 128
Create Reports
134
134
134
Software Orientation: Reports Group 135 Creating Reports 135 Creating a Simple Report 135 Using the Report Wizard 137 Creating a Report in Design View
140
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Contents Applying a Theme 143 Applying a Theme 143 Working with Reports 145 Sorting Data within a Report 145 Filtering Data within a Report 147 Finding Data within a Report 149
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SKILL SUMMARY 150 Knowledge Assessment 150 Competency Assessment 151 Prociency Assessment 152 Mastery Assessment 153 Internet Ready 154
SKILL SUMMARY 177 Knowledge Assessment 177 Competency Assessment 179 Prociency Assessment 180 Mastery Assessment 181 Internet Ready 182
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Contents
183
Software Orientation: Controls and Header/Footer Groups in Reports and Forms 184 Adding Bound and Unbound Controls 184 Adding Unbound Controls 185 Adding Bound Controls 187 Adding Calculated Controls 192 Adding Controls Using a Wizard 194 ols Adding Button Controls Using the Wizard 196 rder Dening Control Tab Order 199 oo Software Orientation: Report Design Tools Format Tab 201 Tools Format Formatting Controls 201 Formatting Controls 201 m Formatting Controls on a Form 204 tt t n o s 6 Creating Conditional Formatting on Controls 206 Formatting on Controls 206 e Tab 8 Software Orientation: Arrange Tab 208 out 208 8 Arranging Control Layout 208 d Removing Control o i ontrol o Adding, Moving, and Removing a Con o 210 oring Controls 212 n 1 Arranging and Anchoring Controls 212 nment, Size, t ti Arranging Control Alignment, Size, and Position 214 Position 214
SKILL SUMMARY 217 17 Knowledge Assessment 218 ssment 218 Competency Assessment 219 essment 219 Prociency Assessment 221 sment 221 2 Mastery Assessment 222 ment Internet Ready 223
Advanced Tables
224
224
224
Creating a Custom Table 225 Creating a Custom Table 225 Inserting and Deleting Rows 227 Using the Table Analyzer 228 Using the Table Analyzer 228 Summarizing Table Data 233 Summarizing Table Data 233
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Contents
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SKILL SUMMARY 235 Knowledge Assessment 236 Competency Assessment 236 Prociency Assessment 237 Mastery Assessment 238 Internet Ready 239
10
Advanced Forms
240
SKILL SUMMARY 255 5 Knowledge Assessment 255 ssessment me me Competency Assessm Assessment 257 sment sm Prociency Assessment 258 ssessment m Mastery Assessment 259 ssment 259 t Internet Ready 260 y
11
265 265
269
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Contents
Creating the Print Layout 275 Using Print Preview to Create a Print Layout 275 Using the Label Wizard 277 Creating Labels Using the Label Wizard 277
SKILL SUMMARY 281 Knowledge Assessment 282 Competency Assessment 282 Prociency Assessment 283 Mastery Assessment 284 Internet Ready 285
12
Key Terms
eries 87 Creating Crosstab Queries 287 ueries 287 87 Creating Crosstab Queries 287 Creating a Subquery 291 Creating a Subquery 292 ery 296 6 Saving a Filter as a Query 296 Saving a Filter as a Query 296 296 es 8 Creating Action Queries 298 Creating an Append Query 299 299 e y Creating a Make Table Query 302 4 Creating an Update Query 304 304 ery Creating a Delete Query 307 ced o 0 Understanding Advanced Query Modication 310 Modication Creating a Join 310 d 2 Creating a Calculated Query Field 312 Creating Aggregated Queries 315
SKILL SUMMARY 318 Knowledge Assessment 319 Competency Assessment 320 Prociency Assessment 322 Mastery Assessment 323 Internet Ready 324 Workplace Ready 324
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Contents
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13
325
SKILL SUMMARY 346 6 Knowledge Assessment 346 ssessment me 6 Competency Assessment 347 Assessment sm sm 7 Prociency Assessment 348 ssessment m Mastery Assessment 349 ssment t Internet Ready 349 y
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Contents 371
Saving and Running Export Specications Saving Export Specications 372 Running Export Specications 374
SKILL SUMMARY 376 Knowledge Assessment 376 Competency Assessment 378 Prociency Assessment 379 Mastery Assessment 380 Internet Ready 381
15
Database Tools
382
382
382
e Maintaining a Database 383 se Backing Up a Database 383 Saving as a Previous Version 385 385 pairing Database atabase abas 6 Compacting and Repairing a Database 386 erties 387 8 Setting Database Properties 387 Encrypting a Database 388 ypting Database g as Encrypting and Decrypting a Database 389 n Conguring Database Options 390 Options e Options o Conguring Database Options 391 a e 393 3 Software Orientation: Database Tools Tab 393 Database Using Database Tools 393 ependencies ce Identifying Object Dependencies 393 te e Using the Database Documenter 394 Documenter Splitting a Database 396
SKILL SUMMARY 397 97 Knowledge Assessment 397 ssment Competency Assessment 398 essment Prociency Assessment 399 Mastery Assessment 399 Internet Ready 400
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The New Feature icon appears near any software feature that is new to Access 2010. Each lesson ends with a Skill Summary recapping the MOS exam skills covered in the lesson. The Knowledge Assessment section provides a total of 20 questions from a mix of True/False, Fill in the Blank, Matching, or Multiple Choice, testing students on concepts learned in the lesson. Competency, Prociency, and Mastery Assessment sections provide progressively more challenging lesson-ending activities. Internet Ready projects combine the knowledge that students acquire in a lesson with Web-based task research. Integrated Circling Back projects provide students with an opportunity to renew and practice skills learned in previous lessons. Workplace Ready features preview how Microsoft Access 2010 applications are used in real-world situations. The student companion website contains the online les needed for each lesson. are indicated by the icon in textbook. These data les are indicated by the @ icon in the margin of the textb re ndic d cat icon
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volumes/202/JWCL558
3
Lesson Skill Matrix
Objective Number
Bu Business scenario
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50
L Lesson 3 Fourth Coffee is a national chain of coffee shops. A new store recently opened in Fourth Fou ou nationa your neighborhood. You were able to get a part-time job working in the ofce, your u helping helping the ofce manager organize data on the computer. In addition to being mana a traditional neighborhood coffee shop, the store has also started selling coftraditional neighbor fees for fees to companies fo use at their business sites. It is your job to manage the inventory, customers, and order tables in Access. In this lesson, you learn to inventory, customers nv n navigate among record enter, edit, and delete records; nd and replace data; records; n i navigate sort and lter data; attach and detach documents; and dene, modify, and print sor n sort and attac table relationships. tab ta table relationships. ab el l
49
Database tables are usually lar but contain useful information that can be manipulated in Database a large, different ways. When a table contains many records and elds, it is important to be able to i different navigate among them. a navigate among
85
STEP BY STEP
Figure 4-8 Table Tools Tab 4. On the Home tab, in the Views group, click the View button a bu button and click Design View. ut utto 5. In the Field Name column in the upper portion of the table design grid, click in the ame ble design g le le sign ign gn Title cell. 6. In the Field Size row in the lower portion of the table design grid, select 150 in the ze select 50 n the se ec el 0 characters you r o r property box and key 175 to change the maximum number of characters you can enter d. in the Title eld. e PAUSE. LEAVE the database open to use in the next exercise.
1. OPEN Fourth Coffee from the data les for this lesson. e The Fourth Coffee The Fourth h Fourt urt le for this lesson is for th lesson or this l h available ava availabl ava ble on the book companion co compan comp ion website or in com WileyPLUS. 2. Click the File tab, then clic the Save Database As command. The Save As dialog box click appears. Key Fourth Coffee XXX (where XXX is your initials) in the File name box. Coffe Find the location where y you will save the solution les for this lesson and click Save. 3. In the Navigation Pane, double-click Coffee Inventory: Table to open the table. d 4. Notice that the rst cell o the rst record is selected. of 5. Press the Down Arrow key to move down to the next row. Notice that the cell ke is selected. WileyPLUS Extra! features an online tutorial of this task. 6. Press the Right Arrow key to move to the Product Name eld. 7. Press the Tab key to move to the next cell. 8. Press the Tab key to move to the next cell. 8 9. Press the Tab key to move to the next row. 10. Press Ctrl+Down Arrow to move to the rst eld of the last record. PAUSE. LEAVE the database open to use in the next exercise.
2.2.8
How do you modify eld properties?
Field Property Field Size Format Decimal Places New Values Input Mask Caption Default Value Validation Rule Validation Text Required Allow Zero Length Indexed Unicode Compression IME Mode IME Sentence Mode SmartTags Append Only Text Format Text Align Precision Scale
Use This Field Property To Set the maximum size for data stored as a Text, Number, or AutoNumber data type. Customize the way the eld appears when displayed or printed. Specify the number of decimal places to use when displaying numbers. Set whether an AutoNumber eld is incremented or assigned a random number. Display editing characters to guide data entry. Set the text displayed by default as the column name in tables and labels for forms, reports, and queries. Automatically assign a default value to a eld when new records are added. Supply an expression that must be true whenever you add or change the value in this eld. Enter text that appears when a value violates the Validation Rule. Require that data be entered in a eld. Allow entry (by setting to Yes) of a zero-length string () in a Text, Memo, or Hyperlink eld. Speed up access to data in this eld by creating and using an index. Compress text stored in this eld when a large amount of text is stored. Specify an Input Method Editor, a tool for using English versions of Windows. Specify the type of data you can enter by using an Input Method Editor. Attach a smart tag to this eld. Allow versioning (by setting to Yes) of a Memo eld. Choose Rich Text to store text as HTML and allow rich formatting. Choose Plain Text to store only text. Specify the default alignment of text within a control. Specify the total number of digits allowed, including those both to the right and the left of the decimal point. Specify the maximum number of digits that can be stored to the right of the decimal separator.
Table 3-1 lists keys and key combinations for moving among records.
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Deleting a Table
Deleting an entire table is not a complex process; however, remember that when you delete an entire table you might break the functionality of your database. Although you will be asked to conrm the deletion of a table, you can always undo the action. In this exercise, you delete a table. To delete a table or other database object like a report, form, or query, right-click it in the Navigation Pane and click Delete. Or, select the table in the Navigation Pane and press Delete.
Step-by-Step Exercises
STEP BY STEP
Delete a Table
USE the database that is open from the previous exercise. 1. Right-click the Event Comments table in the Navigation Pane and click Delete on the shortcut menu. A conrmation message appears, as shown in Figure 4-6.
Take Note
If the table was related to one or more additional tables, Access would ask if you wanted to delete those relationships before deleting the table.
1.2.2
How do you delete objects?
Ref
Another way to remove data is to delete information from individual records or delete entire records from a table, as you learned in Lesson 3.
SOFTWARE ORIENTATION
Field Properties
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Some eld properties are available in Datasheet View, but to access the complete list of eld properties you must use Design View. An example of eld properties for a table in Design p p y g View is shown in Figure 4-7.
54
Lesson 3
2. Key 21905 and press Tab. Notice that the asterisk has changed to a pencil icon, as otice shown in Figure 3-4, indicating that the record is being edited. ng
Selected field
Figure 3-4 Entering data into a record Indicates that the record is being edited
Field properties properties ertie t field for selected field eld
3. Key Hazelnut and press Tab. 4. Key 30 and press Tab. 5. Key 02112012 and press Enter. er. 6. Highlight sunrise in the Search box and key Kona to locate th Kona record. rch locate the oca c 7. Select Kona in the record to position the blinking insertion point there. Key Hawaiian insertion point er r and press Tab. 8. Click the Undo button on the Quick Access Toolbar. e 9. Press Tab. Key 12292010 and press Tab. d 10. Click the Record Selector box to the left of the Product ID eld of the rst record, x Prod oduct D eld d th record, rd rd 20051. 11. On the Home tab, in the Records group, click the Delete button drop-down arrow. ords Delete e drop-down arrow. -d d w he n Figure r Select Delete Record from the menu, as shown in Figure 3-5. Figure 4-7 Field properties
Use this gure as a reference throughout th lesson as well as the rest of this book. e this gu this
Another Way
An easy way to select an entire record is to click the Record Selector box. If you need to select other records above or below it, you can drag the mouse up or down to include those in the selection. To delete one or more selected records, rightclick the Select All button and choose Delete Record from the shortcut menu. Figure 3-6 Conrm deletion dialog box
12. A dialog box appears, as shown in Figure 3-6, asking if you are sure you want to own asking if delete the record. Click Yes.
Another Way Another W o oth Way Reader Aid Read Read r Aid ader i Summary Skill Summary Skill r Matrix Matrix atri trix Cross Cross ros Reference Read Reader id Reader Aid ader Reader Aid Knowledge Assessment Questions
101
T Troubleshooting Consider using a multivalued eld only when you are relatively sure that your database Consider e g
will not be mo moved to a Microsoft SQL Server at a later date. An Access multivalued eld is t Se upsized to SQL Server as a memo eld that contains a delimited set of values. Because SQL SQL d Q eld th Server does not support a multivalued d data type, additional design and conversion work r not might be needed. ht be needed. t e
Another Way
To delete a record without selecting it, place the cursor in one of the elds of a record and click the Delete menu on the Home tab in the Records group. Select Delete Record from the menu.
13. Notice that the Undo button on the Quick Access Toolbar is not available because you s not available v se cannot undo a deletion. Close the table. en PAUSE. LEAVE the database open to use in the next exercise.
Ref
As you become more advanced in your knowledge of Access, you may want to create a delete ny g y y t t crea e rea reat eat query that can delete multiple records at once. You learn more about queries in Lesson 8. cords d l b n Le on 8 Less n
Knowledge Assessment
Fill in the Blank
Complete the following sentences by writing the correct word or words in the blanks provided.
1.
or
2. If you want more space to enter or edit a setting in the property box, press Shift+F2 to box. display the contains no characters, and you use it to indicate that you know no 3. A(n) value exists for a eld. 4. species the text in the error message that appears when users violate a validation rule.
property eld species the text displayed by default as column names 5. The in tables and in labels for forms, reports, and queries. 6. When creating elds, use the commands in the Fields contextual tab. 7. A(n) 9. The group on the Table Tools
is a predened set of characteristics and properties that describes a eld. Wizard. Quick Start includes elds for city, state, and zip. a table before deleting a column.
8. Creating multivalued elds can be accomplished by using the 10. You should always consider
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Lesson 4
STEP BY STEP
Enter Captions
USE the database that is open from the previous exercise. 1. In the Field Name column in the upper portion of the table design grid, click the Location cell. 2. Click the Caption property box in the lower portion of the table design grid. 3. Key To be announced. The caption property has now been set to To be announced and will display as a column name in table Datasheet View, as well as in labels for forms, reports, and queries. PAUSE. LEAVE the database open to use in the next exercise.
SOFTWARE ORIENTATION
Add & Delete Group
When creating elds, you use the Add & Delete group on the Table Tools Fields contextual tab, which is shown in Figure 4-18. You can use these commands to add elds with associated data types, add Quick Start elds, insert lookup columns, and delete columns.
Figure 4-18 Add & Delete group Add a field (column) with data type indicated Delete a column
Software Orientation
Additional fields with data types, including Lookup and Quick Start fields
103
Use this gure as a reference throughout this lesson as well as the rest of this book.
Creating Fields
Fields can be created in different ways. You can add elds to a table in Design View, or add elds elds in Datasheet View using the Click to Add column and Add & Delete Group. Sometimes it is sing easier to choose from a predened list of elds than to manually create a eld. Access includes a predened quick and easy way for you to add elds to a table using the Add & Delete group on the Table or Tools Fields contextual tab, which includes a collection of elds with associated data types and ual built-in Quick Start elds that can save you considerable time. In this exercise, you add elds to a table by using a combination of the Click to Add column and the Add & Delete group. mbination The last column in a table in Datasheet View has a Click to Add column, which you can use to ou c n use o ca s add a eld simply by keying information in that column. Rename the eld by right-clicking the d right-click g right-clickin i ick ck column head, choosing Rename Field from the menu, and keying a new name. Access will try ng w e. Ac s . Acces to automatically determine the eld data type by the data entered. rmine A Quick Start eld is a predened set of characteristics and pro erti that describes a eld, properties d prop rti rtie ties including a eld name, a data type, and a number of other eld properties. Quick Start elds are eld prop e, ld ope d operties. t new to Access 2010 and allow you to quickly add commonly used single elds or several related commonly u single n used d ones. For example, using Quick Start elds, you can choose from a variety of elds including choose from sing t ho o fro n ng Status to quickly add a eld named Status with built-in options like Not Started, In Progress, Progress, dd built-i opt -in pti -i ptions i ess ss s and so on, or you can choose the Address Quick Start to quickly include related elds like City, rt q i qu State, and Zip Code.
Competency Assessment
Project 4-1: Home Inventory
You decide to use Access to create a home inventory database for insurance purposes. To include all the information you want, you nee to add several elds to the existing table. need
GET READY. LAUNCH Access i it is not already running. if 1. OPEN the Home inventory database from the data les for this lesson. The Home Inventory le for this lesson is available for on the book companion nt e th we te or website or in WileyPLUS. 2. SAVE the database as Home inventory XXX (where XXX is your initials). Hom 3. Close the Home Inventory List form that is open. 4. In the Navigation Pane, do double-click the Assets table to open it. 5. Horizontally scroll to the e end of the table and click in the cell below the Click to Add header. 6. On the Table Tools Fields co contextual tab, in the Add & Delete group, click the More Fields button and click Yes/No in the Yes/No category. A column named Field1 is Yes created. 7. On the Table Tools Fields co contextual tab, in the Properties group, click the Name & Caption button. 8. Key Insured to rename the Field1 column. 9. Click in the cell below the Click to Add header. 1 10. On the Table Tools Fields co contextual tab, in the Add & Delete group, click the More Fields button and click Attachment in the Basic Types category to create an attachment Att eld.
New to Ofce 2010 Feature 10 Feature t re Prociency Assessment Projects ssment Projects n ec
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11. CLOSE the database. 1 LEAVE next LEAVE Access open for the ne project. AV V
GET READY. LAUNCH Access i it is not already running. REA REA EADY. E if The Th Customer service le for this lesson is vic ce c service availa le lab a ab available on the book companion website b website or in WileyPLUS. 10. Click Next > to display the next screen in the Lookup Wizard. isplay screen the e h 11. Click the down arrow in the rst box and click Last Name. rrow x click 12. Click Next > to display the next screen in the Lookup Wizard. isplay screen the ee e h 13. Click Next > again to display the nal screen in the Lookup Wizard. n nal screen a e 14. In the What label would you like for your lookup eld? box, key Service Rep. l your lookup eld? oo o ? 15. Click the Finish button. A new column named Service Rep appears as the second n named e d ble. column of the table. 16. Click the down arrow and choose Clair/Hector from the list. rrow Clair/Hector r/ r to o 17. LEAVE the database open for the next project. ase project. t LEAVE Access open for the next project. 1. OPEN Customer service from the data les for this lesson. OPEN E fr 2. SAVE the database as Customer service XXX (where XXX is your initials). SAVE V Cus 3. Close the Case List form that is open. Close s th 4. In the Navigation Pane, do the h double-click the Calls table to open it. Place the insertion point the table, in the rst cell of the table if necessary. h 5. On the Table Tools Fields co t contextual tab, in the Add & Delete group, click the More Fields button and then clic the Lookup & Relationship button. The Lookup Wizard ld click appears. appe pears. p 6. Click Next > to display the next screen in the Lookup Wizard. Click ic c 7. Select Table: Employees and click Next >. Select e an 8. In the Available Fields list, select First Name, then click the > button to move it to the n Selected Selected Fields box. 9. In the Available Fields list, select Last Name, then click the > button to move it to the In Selected Fields box. Selected
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Lesson 4
Prociency Assessment
Project 4-3: Modify Field Properties fy
Your supervisor at City Power & Light asks you to make some modic modications to the eld properties in cations the Calls table of the customer service database. ustomer
USE the database that is open from the previous project. at 1. Switch to Design View. n kup p p 2. Display the Lookup eld properties for the Service Rep eld. 3. Change the Allow Multiple Values property to Yes and conrm the change. w chang ange ang nge. 4. Display the General eld properties for the Call Time eld. eral l e 5. Change the Validation Rule property so that the value must be greater than 1/1/2000. dation 1/1/2000. 000 00. 6. Change the Validation Text property to say Please enter a value that is greater than dation 1/1/2000. 7. Display the General eld properties for the Caller eld. eral l r 8. Change the Field Size property to 60. d 9. Display the General eld properties for the Notes eld. eral l s 10. Change the Allow Zero Length property to Yes. 11. Change the Append Only property to Yes. 12. Save the table. If a data integrity message appears, click No. 13. CLOSE the database. LEAVE Access open for the next project.
GET READY. LAUNCH Access if it is not already running. The Alpine le for this lesson is available on the book companion website or in WileyPLUS. 1. OPEN Alpine from the data les for this lesson. 2. SAVE the database as Alpine XXX (where XXX is your initials). 3. Close the Event List form that is open. 4. Delete the Nordic Events table and conrm the action.
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105
Mastery Assessment
Project 4-5: Changing List Items
You are the owner of Coho Vineyard & Winery, a growing company that is converting all of its data from spreadsheets to Access. You created a table using the Assets table template, but need to make some modications before you enter information in the database.
GET READY. LAUNCH Access if it is not already running. The Coho le for this lesson is available on the book companion website or in WileyPLUS. 1. OPEN Coho from the data les for this lesson. 2. SAVE the database as Coho XXX (where XXX is your initials). 3. Open the Red Wine table and create a new Lookup eld as the last eld in the table that uses the Country eld in the Countries table. Specify an ascending sort order for the records in this eld. 4. Rename the eld Origin. 5. Rename the Current Value eld to Market Value. 6. Rename the Acquired Date eld to Acquisition Date. 7. Create a Yes/No eld as the last eld in the table named Stocked with a caption named In Stock? 8. SAVE the table. 9. CLOSE the database. LEAVE Access open for the next project.
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Lesson 12
INTERNET READY
At this point in the book, you have learned a lot about using Access. If you want to learn even more about Access from a programming and coding perspective, you can explore the Micro osoft Microsoft Developers Network (MSDN) web website. The URL fo this site is http://msdn.microsoft.com. or for
Here you can ask and answer questions in forums related to Access 2010 and all Microsoft applications and technologies, stay connected with the MSDN community to explore new innovations and technologies, and read articles about technical trends. The MSDN home page is shown in Figure 12-53.
GET READY. LAUNCH Access if it is not already running. ss The Lending library le for this lesson is available on the book companion website or in WileyPLUS. 1. OPEN Lending library from the data les for this lesson. rom 2. SAVE the database as Lending library XXX (where XXX is your initials). X X 3. Modify the elds of the Assets table by: Requiring a value for Acquired Date, Purchase d Price, Current Value, and Model; Modifying the eld size for Model to 10; Modifying e the validation rule for Acquired Date to only allow for values after 12/31/1999, and the e en Onl end O nd Only validation text to Value must be greater than 12/31/1999; Modifying the Append On y property for Comments to No. 4. CLOSE the database. CLOSE Access.
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Circling Back 1
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Circling Back 1
You are a real estate agent and have recently opened your own ofceWoodgrove Real opened your d l censed e are r Estatewith several other licensed agents. Because you are the one who is most knowledgeable keeping track of pi p a about computers, you will be responsible for keeping track of the listings and other relevant cess g the database a information. You will use Access to begin developing the database that will be used by everyone in the ofce.
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NEW
to Ofce 2010
This icon indicates a new or greatly improved Windows feature in this version of the software.
This feature provides a brief summary of the material to be covered in the section that follows.
CLOSE
Words in all capital letters indicate instructions for opening, sav all capital letters indicate instructions all api a letters ndicate ns pi etter c saving, or closing les or programs. They also point out items you should check or actions you should take. ga s o ho programs. They you should
This feature signals the point in the text where a specic certic n e point speci cation objective is covered. It provides you with a chance to check your understan u o r your understanding of that particular MOS o MOS objective and, if necessary, review the section of the lesson where it is covered. v and, ssar ss y, ssary e lesso objective and if necessary, review e s c io of section
Take Note
Take Note reader aids, set in red text, provide helpful hints rela ak e a o de fu Take Note aids, t i provide helpful hints related to particular tasks or topics. op s. op s topics.
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Ref
pointers information discussed These notes, set in gray shaded boxes, provide pointers to inform y shaded a oi t i e elsewhere in the textboo or describe interesting features that a not directly h xt oo ook g features e elsewhere he textbook or are a addressed in the cur ent topic or exercise. h urre addressed the current topic
ALT
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betwee between two key names e ke a pr A plus sign ( ) between two key names means that you must press both keys at the w same time. Keys that you are instructed to press in an exercise will appear in the font h h shown here.
Key terms
Key My Name is
Key terms appear in bold italic with highlighting. Any text you are asked to key appears in color.
Click OK
Any button on the screen you are supposed to click on or select will also appear in color.
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The names of data les will appear in bold, italic, and red for easy identication.
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WILEYPLUS
Broad developments in education over the past decade have inuenced the instructional approach taken in the Microsoft Ofcial Academic Course programs. The way that students learn, especially about new technologies, has changed dramatically in the Internet era. Electronic learning materials and Internet-based instruction is now as much a part of classroom instruction as printed textbooks. WileyPLUS provides the technology to create an environment where students reach their full potential and experience academic success that will last a lifetime. WileyPLUS is a powerful and highly integrated suite of teaching and learning resources del signed to bridge the gap between what hap ens in the classroom and w what happens at home p between what happ etwe tween ha happens and on the job. WileyPLUS provid instructors with the resources to teach their students new WileyPLUS WileyPLU provides instructors with ides tructo s id nst uctors tea technologies and guide them to reach their goals of get ing ahead in the job market by having of ge getting and guide gett the skills to become certied and advance in the workforce. For students, WileyPLUS provides workforce. o be certi d and advance rti i d d an n kfo ce the tools for study and practice tha are available to them 24/7, wherever and whenever they and practice that s for o n i ha hat ha m 24/7, whereve 2 want to study. WileyPLUS includes a complete online version of the stud version student textbook; Powero st st include des de d i io Point presentations; homework and practice assignments and quizzes; ima galleries; test bank presentations; r and practice n d quizzes; image questions; gradebook; and all th instructor resources in one easy-to-use w questions; gradeb ok; and ll the instructor resources in one easy-to-use website. t ons; de debo de n tut s n y New to Wile PLUS for Access 2010 are: Access 2 w o WileyPLUS iley il L l ce 2010 are: In addition to the hundreds of questions included in the WileyPLUS courses that are not n on on o ds ds questions included in u ed e WileyPLUS e included n textbook, included in the testbank or textbook, weve added over a dozen additi n te o added de d dozen additional projects that can oe be assigned to students. e u students. Many more animated tutorials, videos, and audio clips to support students as they learn Many animated tu or l videos, and audio ni at tutorials, i e i n d support stu the the latest Access 2010 features. s 10 features. 0 s
The Microsoft Developer Network Academic Alliance per Academic Alliance mic llianc ianc (MSDN AA) is designed to provide the easiest and most ed t inexpensive way for universities to make the latest Microversities soft developer tools, products, and technologies available in labs, classrooms, and on student PCs. MSDN AA is an annual membership program for departments teaching Science, Technology, Engineering, and Mathematics (STEM) courses. The membership provides a complete solution to keep academic labs, faculty, and students on the leading edge of technology. Software available in the MSDN AA program is provided at no charge to adopting departments through the Wiley and Microsoft publishing partnership.
As bonus to this onus n h As a bonus to this free offer, faculty wi be introduced to will Mic Mi Microsofts A Microsofts Faculty Connection and Academic Resource Center. It takes time and preparation to keep students engaged while giving them a fundamental understanding of theory, and the Microsoft Faculty Connection is designed to help STEM professors with this preparation by providing articles, curriculum, and tools that professors can use to engage and inspire todays technology students. Contact your Wiley rep for details. For more information about the MSDN Academic Alliance program, go to: msdn.microsoft.com/academic/
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COURSESMART
CourseSmart goes beyond traditional expectations providing instant, online access to the textbooks and course materials you need at a lower cost option. You can save time and hassle with a digital eTextbook that allows you to search for the most relevant content at the very moment you need it. To learn more go to: www.coursesmart.com.
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Test Format
All MOS certication tests are live, performance-based tests. There are no multiple-choice, true/false, or short-answer questions. Instructions are general: you are told the basic tasks to perform on the computer, but you arent given any help in guring out how to perform them. You are not permitted to use reference material other than the applications Help system. As you complete the tasks stated in a particular test question, the testing software monitors your actions. Following is an example question.
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When the test administrator seats you at a computer, you will see an online form that you use to enter information about yourself (name, address, and other information required to process your exam results). While you complete the form, the software will generate the test from a master test bank and then prompt you to continue. The rst test question will appear in a window. Read the question carefully, and then perform all the tasks stated in the test question. When you have nished completing all tasks for a question, click the Next Question button. You have 45 to 60 minutes to complete all questions, depending on the test that you are taking. The testing software assesses your results as soon as you complete the test, and the test administrator can print the results of the test so that you will have a record of any tasks that you performed incorrectly. A passing grade is 75 percent or higher. If you pass, you will receive a certicate in the mail within two to four weeks. If you do not pass, y can study and practice you the skills that you missed and then schedule to retake the test at a later date. late
Tips for Successfully Completing the Test for Successfully Com leting the Test o essfully Comp full l o heT e
The following tips and suggestions are the result of feedback received from many individuals e following ps and suggestions fol ps d stio t f fee eedback receive ee who have h who have taken one or more MOS tests: MOS Make sure that you are thoroug y prepared: If you have extens sure u you u thoroughly prepared: you have extensively used the application roug ughly d u are being tested yo might condent for which for which you are being te d, you might feel condent that you are prepared for the h r ing in tested, you n n ent en test. However, test m g include questions that involve that test. However, the test might include questions that involve tasks t you rarely or never t o e might n l n h vol perform w when application at your place of bu perform when you use the appli f se e plication your place business, at school, or at home. You ur u la u be knowledgeable in all the MOS objectives for th test that you will take. knowledgeable in l the objectives must be kn e i the Read each exam question carefully: An exam question might in eac ex ach ac a exam question carefully: es o ef exam question might include several tasks that a o partially re you are to perform. A partially correct response to a test question is counted as an incorrect o perform. pa l correct response rf sp s on t question u response. In the example question on the previous page, yo might apply bold formatting n he example question n the previous page, yo e xa s o he e you and move the words at your convenience to the correct location, but forget to center the rst h d ds your convenience o u o nie e i loca oca the location, paragraph. This would count as an incorrect response and would re hi h u nco nd This would count incorrect and result in a lower test score. Use the Help system only when necessary: You are allowed to u the applications Help U Use only when nl are al r allowed use system, relying n e Help will down and possibly prevent system, but relying on the Help system too much will slow you d y n will completing t test you you from completing the test within the allotted time. e g the s st d time. m Keep track of your time: The test does not display the amount o time that you have ep track p r ur time: r ime m t dis display sp of left, so you need to keep track of the time yourself by monitoring your start time and you need ou ee eed e time yourself ime m the required end time on your watch or a clock in the testing cen (if there is one). center nd time on your w tc ime our ou watch The test program displays the number of items that you have completed along with the com total number of test i items (f example, 35 of 40 i (for items h b have been completed). Use this l b f l f information to gauge your pace. You cannot return to a question once youve skipped it: If you skip a question, you cannot return to it later. You should skip a question only if you are certain that you cannot complete the tasks correctly.
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Make sure you understand the instructions for each question: As soon as you are nished reading a question and you click in the application window, a condensed version of the instruction is displayed in a corner of the screen. If you are unsure whether you have completed all tasks stated in the test question, click the Instructions button on the test information bar at the bottom of the screen and then reread the question. Close the instruction window when you are nished. Do this as often as necessary to ensure you have read the question correctly and that you have completed all the tasks stated in the question.
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STEP BY STEP
UPGRADING MICROS FT OFFICE PROFESSIONAL UPGRADING MICROSOFT OFFICE PROFESSIONA 2010 DN ROS OSOF CE C E SIX-MONTH TRIAL SOFTWARE TO THE FULL PRODUCT SIX-MONTH TRIAL SOFTWARE TO NTH NT T A S T A FULL PRO U L
You You can convert the software into full use without remov ng or rein o convert the software into full se without removing r h oft e n fu s ovin ov o reinstalling software on your computer. When you complete your trial you can purchase a product l purchase license from any Microsoft computer. n you complete your trial, you u t o ial, o s reseller and enter a valid Product Key when prompted during setup. when during rese re eller e valid Produ duct du d he e ur u n
UNINSTALLING THE TRIAL SOFTWARE AND RETU UNINSTALLING THE TRIAL SOFTWARE AND RETURNING INS N G E R A TO YOUR PREVIOUS OFFICE VERSION YOUR PREVIOUS OFFICE VERSION OU U O S RSION SO
If you want to return to your previous version of Ofce, you need to u return to your previous version tur our revious ersi u vious rsion i uninstall the trial software. This should be done through the Add or Remove Programs icon in C Add Control Panel (or Uninstall through h Ad h h dd a program in the Control Panel of Windows Vista).
STEP BY STEP
Take Note
If you selected the option to remove a previous version of Ofce during installation of the trial software, you need to reinstall your previous version of Ofce. If you did not remove your previous version of Ofce, you can start each of your Ofce programs either through the Start menu or by opening les for each program. In some cases, you may have to re-create some of your shortcuts and default settings. www.wiley.com/college/microsoft
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STEP BY STEP
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Acknowledgments
Wed like to thank the many reviewers who pored over the manuscript, providing invaluable feedback in the service of quality instructional materials.
PowerPoint 2010
Natasha Carter, SUNYATTAIN Dr. Susan Evans Jennings, Stephen F. Austin State University Sue Van Lanen, Gwinnett Technical College Carol J. McPeek, SUNYATTAIN Michelle Poertner, Northwestern Michigan College Tim Sylvester, Glendale Community College (AZ)
Access 2010
Tammie Bolling, Tennessee Technology CenterJacksboro Mary Corcoran, Bellevue College Trish Culp, triOS CollegeBusiness Technology Healthcare Jana Hambruch, Lee County School District Aditi Mukherjee, University of FloridaGainesville
Project 2010
Tatyana Pashnyak, Bainbridge College Debi Griggs, Bellevue College
Excel 2010
Tammie Bolling, Tennessee Technology CenterJacksboro essee CenterJacksbor rJ cksbor sboro bo Mary Corcoran, Bellevue College ue Trish Culp, triOS CollegeBusiness Technology Healthcare egeBusiness Technology Healthcare e echn chno n lthca hca Dee Hobson, Richland College d Christie Hovey, Lincoln Land Community College n Community m Ralph Phillips, Central Oregon Community College l Community m y Rajeev Sachdev, triOS CollegeBusiness Technology CollegeBusiness Technology eBus es c Healthcare
Outlook 2010
Mary Harnishfeger, Ivy Tech State CollegeBloomington y State CollegeBloomington e eB om Sandra Miller, Wenatchee Valley College hee ey College y Bob Reeves, Vincennes University University si i Lourdes Sevilla, Southwestern Colle western CollegeChula Vista lle egeChula Vista s Phyllis E. Traylor, St. Philips Coll ge College lleg ll ll
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Preface
Welcome to the Microsoft Ofcial Academic Course (MOAC) program for Microsoft Access 2010. MOAC is the collaboration between Microsoft Learning and John Wiley & Sons, Inc. publishing company. Microsoft and Wiley teamed up to produce a series of textbooks that deliver compelling and innovative teaching solutions to instructors and superior learning experiences for students. Infused and informed by in-depth knowledge from the creators of Microsoft Ofce and Windows, and crafted by a publisher known worldwide for the pedagogical quality of its products, these textbooks maximize skills transfer in minimum time. Students are challenged to reach their potential by using their new technical skills as highly productive members of the workforce. Because this knowledgebase comes directly from Microsoft, architect of Ofce 2010 and cre (http://www.m ator of the Microsoft Ofce Specialist (MOS) exams (http://www.microsoft.com/learning/en/ coverag us/certication/mos.aspx), you are sure to receive the topical coverage that is most relevant to d profes i n success. Mi f Micr your personal and prof sional success. Mic osofts direct participation not only assures you that professional u Microsofts MOAC textbook content is accurate and current; it also means that stu students will receive the best textbook xtboo b o d current; urre ur ent; instruction possible to enable their success on certication exams and in the workplace. instruction tion o o enable their success enable thei s i certi rti i
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