Access 2013 Expert

Sample

Corporate Training Materials

All of our training products are fully customizable and are perfect for one day and half day workshops.
You can easily update or insert your own content to make the training more relevant to participants.
Our material is completely customizable and is backed up by a 90 day 100% no questions asked money
back guarantee!

With our training courseware you are able to:

Add your name and logo (and remove ours).
Add your own content to make the training more relevant to your clients (i.e. using
examples and case studies from within your organization or city)
Train unlimited users within your organization.
No Annual Renewal Fees
Download training material on your time from our secure servers

United States International

73 Greentree Drive, Box #68 116 Provost Street
Dover, Delaware 19904 New Glasgow, NS, Canada
Toll-free:1-877-610-3660 Phone: 001-902-695-3660
Fax: 1-877-610-3661 Fax: 001-902-695-3661
sales@corporatetrainingmaterials.com sales@corporatetrainingmaterials.com

Any technical issues or questions can be addressed by our support team

support@corporatetrainingmaterials.com

Our Product Catalog contains our entire library of available and upcoming courses. Please
follow this link: http://corporatetrainingmaterials.com/product_catalog.pdf

Review our License Agreement to answer any licensing questions you may have. Please follow
this link: http://corporatetrainingmaterials.com/license_agreement.pdf
TABLE OF CONTENTS
Preface ..............................................................................................................................................3
What is Courseware? ................................................................................................................................ 3

How Do I Customize My Course? .............................................................................................................. 3

Materials Required ................................................................................................................................... 4

Maximizing Your Training Power.............................................................................................................. 5

Icebreakers ........................................................................................................................................6
Icebreaker: Friends Indeed........................................................................................................................ 7

Training Manual Sample.....................................................................................................................8

Sample Module: Customizing App Actions ............................................................................................... 9

Instructor Guide Sample................................................................................................................... 16

Sample Module: Customizing App Actions ............................................................................................. 17

Quick Reference Sheets.................................................................................................................... 26

Certificate of Completion ................................................................................................................. 28

PowerPoint Sample.......................................................................................................................... 30

Full Course Table of Contents ........................................................................................................... 34

Preface

What is Courseware?
Welcome to Corporate Training Materials, a completely new training
experience!

Our courseware packages offer you top-quality training materials that

are customizable, user-friendly, educational, and fun. We provide your
materials, materials for the student, PowerPoint slides, and a take-
home reference sheet for the student. You simply need to prepare and
train!

Best of all, our courseware packages are created in Microsoft Office and can be opened using any
version of Word and PowerPoint. (Most other word processing and presentation programs support
these formats, too.) This means that you can customize the content, add your logo, change the color
scheme, and easily print and e-mail training materials.

How Do I Customize My Course?

Customizing your course is easy. To edit text, just click and type as you would with any document. This is
particularly convenient if you want to add customized statistics for your region, special examples for
your participants industry, or additional information. You can, of course, also use all of your word
processors other features, including text formatting and editing tools (such as cutting and pasting).

To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the
Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click Update entire
table and press OK.

(You will also want to perform this step if you add modules or move them around.)

If you want to change the way text looks, you can format any piece of text any way you want. However,
to make it easy, we have used styles so that you can update all the text at once.

If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting.
In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will
then produce the Modify Style options window where you can set your preferred style options.
For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would
do:

Now, we can change our formatting and it will apply to all the headings in the document.

For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by
Corporate Training Materials.

Materials Required
All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard
or chalkboard instead.)

We recommend that each participant have a copy of the Training Manual, and that you review each
module before training to ensure you have any special materials required. Worksheets and handouts are
included within a separate activities folder and can be reproduced and used where indicated. If you
would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead
of having individual worksheets.
We recommend these additional materials for all workshops:

Laptop with projector, for PowerPoint slides

Quick Reference Sheets for students to take home

Timer or watch (separate from your laptop)

Masking tape

Blank paper

Maximizing Your Training Power

We have just one more thing for you before you get started. Our company is built for trainers, by
trainers, so we thought we would share some of our tips with you, to help you create an engaging,
unforgettable experience for your participants.

Make it customized. By tailoring each course to your participants, you will find that your results
will increase a thousand-fold.

o Use examples, case studies, and stories that are relevant to the group.

o Identify whether your participants are strangers or whether they work together. Tailor
your approach appropriately.

o Different people learn in different ways, so use different types of activities to balance it
all out. (For example, some people learn by reading, while others learn by talking about
it, while still others need a hands-on approach. For more information, we suggest
Experiential Learning by David Kolb.)

Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk
for hours at a time. Make use of the tips in this book and your own experience to keep your
participants engaged. Mix up the activities to include individual work, small group work, large
group discussions, and mini-lectures.

Make it relevant. Participants are much more receptive to learning if they understand why they
are learning it and how they can apply it in their daily lives. Most importantly, they want to
know how it will benefit them and make their lives easier. Take every opportunity to tie what
you are teaching back to real life.

Keep an open mind. Many trainers find that they learn something each time they teach a
workshop. If you go into a training session with that attitude, you will find that there can be an
amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it,
and make the most of it in your workshops.

And now, time for the training!

Icebreakers

Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an
Icebreaker to help facilitate the beginning of the course, as it helps break the ice with the
participants. If the participants are new to each other, an icebreaker is a great way to introduce
everyone to each other. If the participants all know each other it can still help loosen up the
room and begin the training session on positive note. Below you will see one of the icebreakers
that can be utilized from the Icebreakers folder.
Icebreaker: Friends Indeed
Purpose

Have the participants moving around and help to make introductions to each other.

Materials Required

Name card for each person

Markers

Preparation

Have participants fill out their name card. Then, ask participants to stand in a circle, shoulder to
shoulder. They should place their name card at their feet. Then they can take a step back. You
as the facilitator should take the place in the center of the circle.

Activity

Explain that there is one less place than people in the group, as you are in the middle and will
be participating. You will call out a statement that applies to you, and anyone to whom that
statement applies must find another place in the circle.

Examples:

Friends who have cats at home

Friends who are wearing blue
Friends who dont like ice cream

The odd person out must stand in the center and make a statement.

The rules:

You cannot move immediately to your left or right, or back to your place.
Lets be adults: no kicking, punching, body-checking, etc.

Play a few rounds until everyone has had a chance to move around.
Training Manual Sample

On the following pages is a sample module from our Training Manual. Each of our courses
contains twelve modules with three to five lessons per module. It is in the same format and
contains the same material as the Instructor Guide, which is then shown after the Training
Manual sample, but does not contain the Lesson Plans box which assists the trainer during
facilitation.

The Training Manual can be easily updated, edited, or customized to add your business name
and company logo or that of your clients. It provides each participant with a copy of the
material where they can follow along with the instructor.
 Choose always the way that seems
the best, however rough it may be;
custom will soon render it easy
and agreeable.

Pythagoras

Sample Module: Customizing App Actions

When you are designing your app, you can add new actions to the Action bar. These actions can be
customized using macros. Macros are like a simplified programming language that you write by building
a list of actions you want Access to perform.

This module will help you create, edit, or delete custom actions.
Adding a Custom Action
Custom Actions are a way to customize your app even farther. You can add custom actions to any app,
including apps you created from a template and apps you created from scratch.

To create a custom action, use the following procedure.

1. Highlight the table in the list of tables on the left side for your app.
2. Highlight the view that you want to modify.
3. Select the settings icon to the right and just below the view name.

4. Select Edit.
5. Select the Add Custom Action icon.

6. A new icon is immediately added. Select the Data icon to modify the action.
7. In the Data dialog box, you will set the following properties:

a. Enter a Control Name for use within Access. This name will not show to users.
b. Enter a Tooltip to explain your action item. Users will see this tooltip when they hover
the mouse over the action item.
c. Select an Icon from the gallery. Make sure to select one that is not currently being used
in the same view, or you will have two different actions with the same icon.
d. Select On Click to open a blank macro in Macro Design View.
8. In the Macro Design view, select the first action you want the action button to perform from the
drop down list. You can also add macro actions from the Action Catalog on the right. Just
double-click on the action you want to include. Notice that if you click once on an action in the
Action Catalogue, Access displays a definition at the bottom of the Action catalog pane.
9. If you select actions that require the arguments, fill in the argument information. Well discuss
more about user interface macros in the next module.

10. If you add multiple actions, you can use the arrow keys on the right to rearrange them. You can
also click the X to delete an action you no longer need.

11. Save your changes and close the macro design view.

12. In the Data dialog box, the On Click button is now green to indicate that you have added actions.

13. Also make sure to save your database and launch the app to upload your changes to the
browser.
Editing an Action
You can make changes to custom actions you have added to the action bar in the current view of your
app.

To edit a custom action, use the following procedure.

1. Highlight the table in the list of tables on the left side for your app.
2. Highlight the view that you want to modify.
3. Select the settings icon to the right and just below the view name.
4. Select Edit.
5. Select the icon for the action you want to modify.
6. Select the Data icon to modify the action.
7. In the Data dialog box, you can change the following properties:
a. Enter a Control Name for use within Access. This name will not show to users.
b. Enter a Tooltip to explain your action item. Users will see this tooltip when they hover
the mouse over the action item.
c. Select an Icon from the gallery. Make sure to select one that is not currently being used
in the same view, or you will have two different actions with the same icon.
d. Select On Click to open Macro Design View for your macro.

8. In the Macro Design view, you can add actions either from the drop down list or the Action
Catalogue, you can edit arguments as needed, you can rearrange actions, or you can delete
actions.
9. Save your changes and close the macro design view.
10. Also make sure to save your database and launch the app to upload your changes to the
browser.
Deleting a Custom Action
If you no longer need a custom action you can delete it just as you can delete predefined actions
(which means they are no longer shown on that view).

1. Highlight the custom action icon you want to remove.

2. Press the Delete key or the Backspace key.

The action is immediately removed. There is no confirmation, but Undo is available if you delete an
action by accident.

3. Also make sure to save your database and launch the app to upload your changes to the
browser.
Sample Module: Review Questions
1. Which icon allows you to define your custom action?
a) Data
b) Formatting
c) Actions
d) None of the above
2. You can change the Control Name for you custom action.
a) True
b) False

3. Access choses an icon based on the type of macro you select for your action button.
a) True
b) False

4. What are two ways to add actions to your macro for an action button?

5. You can only have one action for your action button.
a) True
b) False

6. Access provides a confirmation message before deleting a custom action.

a) True
b) False
Instructor Guide Sample

On the following pages is a sample module from our Instructor Guide. It provides the instructor
with a copy of the material and a Lesson Plans box. Each Instructor Guide and Training Manual
mirrors each other in terms of the content. They differ in that the Instructor Guide is
customized towards the trainer, and Training Manual is customized for the participant.

The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to
assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to
complete the lesson, any materials that are needed for the lesson, recommended activities, and
additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.
 Choose always the way that seems
the best, however rough it may be;
custom will soon render it easy
and agreeable.

Pythagoras

Sample Module: Customizing App Actions

When you are designing your app, you can add new actions to the Action bar. These actions can be
customized using macros. Macros are like a simplified programming language that you write by building
a list of actions you want Access to perform.

This module will help you create, edit, or delete custom actions.
 Adding a Custom Action
Custom Actions are a way to customize your app even farther. You can add custom actions to any app,
including apps you created from a template and apps you created from scratch.

Estimated Time 15 minutes

Topic Objective To learn how to add a custom action.

When you add a custom action, you will give the item a control name and a
tooltip to help the users identify the icon. You can also select an icon from
the gallery to identify the action. Finally, you select a macro action to
Topic Summary
perform when users select the action button. The Macro Builder allows you
to select your actions and fill in any arguments for that action. A macro can
contain multiple actions.

Access 2013
Materials Required An Office 365 site or SharePoint Server 2013
The Custom web app from the previous module or any app

Have the participants add a custom action to their apps, including the control
Recommended Activity
name, the tooltip, the icon, and the macro actions.
Show the participants how to create a custom action. Use the following procedure.

1. Highlight the table in the list of tables on the left side for your app.
2. Highlight the view that you want to modify.
3. Select the settings icon to the right and just below the view name.

4. Select Edit.
5. Select the Add Custom Action icon.

6. A new icon is immediately added. Select the Data icon to modify the action.
7. In the Data dialog box, you will set the following properties:

a. Enter a Control Name for use within Access. This name will not show to users.
b. Enter a Tooltip to explain your action item. Users will see this tooltip when they hover
the mouse over the action item.
c. Select an Icon from the gallery. Make sure to select one that is not currently being used
in the same view, or you will have two different actions with the same icon.
d. Select On Click to open a blank macro in Macro Design View.
8. In the Macro Design view, select the first action you want the action button to perform from the
drop down list. You can also add macro actions from the Action Catalog on the right. Just
double-click on the action you want to include. Notice that if you click once on an action in the
Action Catalogue, Access displays a definition at the bottom of the Action catalog pane.
9. If you select actions that require the arguments, fill in the argument information. Well discuss
more about user interface macros in the next module.

10. If you add multiple actions, you can use the arrow keys on the right to rearrange them. You can
also click the X to delete an action you no longer need.

11. Save your changes and close the macro design view.

12. In the Data dialog box, the On Click button is now green to indicate that you have added actions.

13. Also make sure to save your database and launch the app to upload your changes to the
browser.
 Editing an Action
You can make changes to custom actions you have added to the action bar in the current view of your
app.

Estimated Time 10 minutes

Topic Objective To learn how to edit a custom action icon.

When you edit a custom action, you can change the control name and the
tooltip. You can also select a new icon from the gallery to identify the action.
Topic Summary
Finally, you can make changes to the macro actions. The Macro Builder
allows you to modify your actions.

Access 2013
Materials Required An Office 365 site or SharePoint Server 2013
The Custom web app from the previous lesson

Have the participants edit a custom action, including the control name, the
Recommended Activity
tooltip, the icon, and the macro actions.

Show the participants how to edit a custom action. Use the following procedure.

1. Highlight the table in the list of tables on the left side for your app.
2. Highlight the view that you want to modify.
3. Select the settings icon to the right and just below the view name.
4. Select Edit.
5. Select the icon for the action you want to modify.
6. Select the Data icon to modify the action.
7. In the Data dialog box, you can change the following properties:
a. Enter a Control Name for use within Access. This name will not show to users.
b. Enter a Tooltip to explain your action item. Users will see this tooltip when they hover
the mouse over the action item.
c. Select an Icon from the gallery. Make sure to select one that is not currently being used
in the same view, or you will have two different actions with the same icon.
d. Select On Click to open Macro Design View for your macro.
8. In the Macro Design view, you can add actions either from the drop down list or the Action
Catalogue, you can edit arguments as needed, you can rearrange actions, or you can delete
actions.
9. Save your changes and close the macro design view.
10. Also make sure to save your database and launch the app to upload your changes to the
browser.
 Deleting a Custom Action
If you no longer need a custom action you can delete it just as you can delete predefined actions
(which means they are no longer shown on that view).

Estimated Time 5 minutes

Topic Objective To learn how to delete custom actions from the Action bar.

Just click on the action you no longer need and press Delete or the
Topic Summary
Backspace key.

Access 2013
Materials Required An Office 365 site or SharePoint Server 2013
The Custom web app from the previous lesson

Recommended Activity Have the participants practice deleting custom actions.

1. Highlight the custom action icon you want to remove.

2. Press the Delete key or the Backspace key.

The action is immediately removed. There is no confirmation, but Undo is available if you delete an
action by accident.

3. Also make sure to save your database and launch the app to upload your changes to the
browser.
Sample Module: Review Questions
1. Which icon allows you to define your custom action?
a) Data
b) Formatting
c) Actions
d) None of the above
The only icon available when you select a custom action icon is the Data icon, which opens the
Data properties dialog box.

2. You can change the Control Name for you custom action.
a) True
b) False

You can change the Control Name, though if the name has been referenced by other actions,
you may create errors.

3. Access choses an icon based on the type of macro you select for your action button.
a) True
b) False

You can choose any icon from the icon gallery, although you should not use the same icon for
two different actions in the same view.

4. What are two ways to add actions to your macro for an action button?
You can select an action from the drop down list that appears on a blank macro. Or you can add
actions from the Action Catalog.

5. You can only have one action for your action button.
a) True
b) False

The Macro Builder can help you add a number of actions to your custom action button.

6. Access provides a confirmation message before deleting a custom action.

a) True
b) False

Access deletes the custom action as soon as you press the Delete or Backspace key. However,
you can undo the deletion if you find you deleted an item by mistake.
Quick Reference Sheets

Below is an example of our Quick reference Sheets. They are used to provide the participants
with a quick way to reference the material after the course has been completed. They can be
customized by the trainer to provide the material deemed the most important. They are a way
the participants can look back and reference the material at a later date.

They are also very useful as a take-away from the workshop when branded. When a participant
leaves with a Quick Reference Sheet it provides a great way to promote future business.
 Access 2013 Expert
Adding a Blank Table Creating a Standalone Macro
1. Select Add Blank Table from the Add To create a standalone macro, use the following procedure.
Tables page.
2. Access opens the table in Design view 1. Select the Home tab from the Ribbon.
2. Select Advanced.
so that you can develop your table
quickly using the table design tools. 3. Select Macro.
3. Enter the following information: 4. In the Macro Design view, select the first action you want the
standalone macro to perform from the drop down list. You
Field Name
can also add macro actions from the Action Catalog on the
Data Type
right. Just double-click on the action you want to include.
Description (optional)
Notice that if you click once on an action in the Action
4. If you need to change additional field
Catalogue, Access displays a definition at the bottom of the
properties, select the field you want
Action catalog pane.
to change and adjust the Field
5. If you select actions that require the arguments, fill in the
Properties in the section at the
argument information.
bottom of the screen.
6. If you add multiple actions, you can use the arrow keys on
5. You can also save changes to the list
the right to rearrange them. You can also click the X to delete
view and the datasheet view as
an action you no longer need.
needed.
7. Save your changes and close the macro design view.

About User Interface Macros

CONTROL OR OBJECT TYPE SUPPORTED EVENTS

Action Bar Button On Click
AutoComplete After Update, On Click
Button On Click
Check Box After Update
Combo Box After Update
Hyperlink After Update, On Click
Image On Click
Label On Click
Multiline Textbox After Update, On Click
Text Box After Update, On Click
View On Current, On Load

Corporate Training Materials www.corporatetrainingmaterials.com

Certificate of Completion

Every course comes with a Certificate of Completion where the participants can be recognized
for completing the course. It provides a record of their attendance and to be recognized for
their participation in the workshop.
CERTIFICATE OF COMPLETION
[Name]
Has mastered the course
Access 2013 Expert
Awarded this _______ day of __________, 20___
Presenter Name and Title
PowerPoint Sample

Below you will find the PowerPoint sample. The slides are based on and created from the
Training Manual. PowerPoint slides are a great tool to use during the facilitation of the
material; they help to focus on the important points of information presented during the
training.
Full Course Table of Contents
Preface ..............................................................................................................................................4
What is Courseware? ................................................................................................................................ 4

How Do I Customize My Course? .............................................................................................................. 4

Materials Required ................................................................................................................................... 6

Maximizing Your Training Power.............................................................................................................. 6

Module One: Getting Started .............................................................................................................8

Housekeeping Items.................................................................................................................................. 8

The Parking Lot ......................................................................................................................................... 9

Workshop Objectives ................................................................................................................................ 9

Pre-Assignment ....................................................................................................................................... 10

Action Plans and Evaluation Forms ........................................................................................................ 10

Module Two: Creating a Custom App................................................................................................11

Creating a Custom Web App................................................................................................................... 11

Adding a Template Table ........................................................................................................................ 13

Adding a Blank Table .............................................................................................................................. 14

Importing Access 2010 Tables ................................................................................................................ 17

Module Two: Review Questions.............................................................................................................. 20

Module Three: Customizing App Actions...........................................................................................21

Adding a Custom Action ......................................................................................................................... 21

Editing an Action..................................................................................................................................... 25

Deleting a Custom Action ....................................................................................................................... 27

Module Three: Review Questions ........................................................................................................... 28

Module Four: Customizing Your App Views with Macros ...................................................................29

About User Interface Macros .................................................................................................................. 29

Creating an Embedded Macro ................................................................................................................ 31

 Creating a Standalone Macro ................................................................................................................. 33

Saving Your App as a Package ................................................................................................................ 36

Module Four: Review Questions ............................................................................................................. 38

Module Five: Working with Validation Rules and Messages ..............................................................39

About Restricting Data Input .................................................................................................................. 39

Creating a Field Validation Rule ............................................................................................................. 40

Creating a Record Validation Rule .......................................................................................................... 43

Testing Validation Rules ......................................................................................................................... 45

Module Five: Review Questions .............................................................................................................. 46

Module Six: Working with Macros ....................................................................................................47

Creating Data Macros............................................................................................................................. 47

Creating a Named Macro ....................................................................................................................... 49

Renaming or Deleting Macros ................................................................................................................ 51

Creating an AutoExec Macro .................................................................................................................. 53

Module Six: Review Questions ................................................................................................................ 55

Module Seven: Advanced Query Tasks .............................................................................................56

Creating an Update Query ...................................................................................................................... 56

Creating a Parameter Query ................................................................................................................... 59

About Joining Data Sources in a Query................................................................................................... 62

Module Seven: Review Questions ........................................................................................................... 65

Module Eight: Designing Forms ........................................................................................................66

Modifying Your Form in Design View...................................................................................................... 66

Working with Form Controls ................................................................................................................... 69

Using the Property Sheet ........................................................................................................................ 72

Adding Header and Footer Elements ...................................................................................................... 74

Module Eight: Review Questions ............................................................................................................ 78

Module Nine: Advanced Reporting Tasks ..........................................................................................79
Using Report Design View....................................................................................................................... 79

Using Conditional Formatting................................................................................................................. 81

Using the Group, Sort, and Total Pane ................................................................................................... 83

Adding Calculated Controls .................................................................................................................... 86

Creating Labels ....................................................................................................................................... 88

Module Nine: Review Questions ............................................................................................................. 91

Module Ten: Advanced Database Tools ............................................................................................92

Using the Database Documenter............................................................................................................ 92

Analyzing Table Performance ................................................................................................................. 94

Analyzing Database Performance .......................................................................................................... 98

Compacting and Repairing a Database ................................................................................................ 100

Module Ten: Review Questions ............................................................................................................ 101

Module Eleven: Working with the Access Environment ................................................................... 102

Working with Database Properties ...................................................................................................... 102

Encrypting a Database with a Password .............................................................................................. 105

Using Save Object As ............................................................................................................................ 107

Setting Access Options .......................................................................................................................... 109

Module Eleven: Review Questions ........................................................................................................ 118

Module Twelve: Wrapping Up ........................................................................................................ 119

Words from the Wise ............................................................................................................................ 119

Review of Parking Lot ........................................................................................................................... 119

Completion of Action Plans and Evaluations ........................................................................................ 120