Академический Документы
Профессиональный Документы
Культура Документы
Operating systems control the functions performed by a computer. For example, the operating system on your computer controls the input from the keyboard and mouse to your computer, the opening and closing of programs, the transfer of information to a printer, the organization of the files on your computer, and the screen display. To function, every computer must have an operating system. Windows XP is an operating system. The questions and answers presented here relate to Windows XP. Click here to start. Desktop
How do I shut down my computer? How do I restart my computer? What is Standby mode? How do I put my computer in Standby mode? How do I start a program?
Games
How do I add an item located on my desktop to the Start menu or to a Program menu? What is Windows Explorer? How do I open Windows Explorer? How do I add an item located in Windows Explorer to the Start menu or to a Program menu? How do I remove an item from the Start menu or from a Program menu? How do I copy an item that is located on the Start menu or on a Program menu? How do I rename an item on the Start menu or on a Program menu? How do I delete a file from the Start menu or from a Program menu? How do I re-sort the Start menu or a Program menu? How do I quickly find files and folders? What is the Most Recently Used Document list? How do I clear my Most Recently Used Document list?
How do I install a new printer? How do I cancel a print job? How do I cancel every print job? How do I temporarily stop selected jobs from printing? How do I restart print jobs I temporarily stopped? How do I temporarily stop all jobs from printing? I temporarily stopped all of the print jobs and now I want to restart them. How do I do that?
Desktop Shortcuts
What is a desktop shortcut? How do I create a desktop shortcut? How do I turn a Web link into a desktop shortcut? How does the desktop shortcut wizard work? How do I rename a desktop shortcut? How do I delete a desktop shortcut? How do I change the icon associated with an object?
Wallpaper
Fonts
What is a font? Can you explain font size? How do I install a new font? What is the Character Map?
File Management
What are drives? What are folders? How does Windows XP organize files and folders organized on drives? Can you explain the Windows Explorer window? How do I create a new folder when in Windows Explorer? Can you explain Windows Explorer views? How do I delete a file or folder? How do I copy a file or folder? How do I cut a file or folder? How do I paste a file or folder? How do I rename a file or folder?
Screen Saver
Windows
What is a window? Can you explain the parts of a window? Can I have more than one window open at a time? How do I switch between windows? How do I move a window around on my desktop? What does it mean to "cascade your windows"? How do I cascade my windows? What does it mean to "tile your windows"? How do I tile my windows? What are scrollbars? How do the scrollbars work? What is an icon? What is a menu? What is a shortcut key? What is a selection? How do I make a selection? Explain cut, copy, and paste. Are there any universals that apply to almost all programs?
Saving a File
Dialog Boxes
Color Box
What are list boxes? What is a drop-down or pull-down menu? What are radio buttons? What are checkboxes? What is a slider? What is a spinner?
What is a desktop?
When you start your computer, the first thing you see is the desktop. The desktop is your work area.
Taskbar
By default, the taskbar is located on the bottom edge of the desktop. You can click the taskbar and drag it to other locations. The Start button, active program buttons, icons for quick access to programs, and the current time are located on the taskbar. The My Computer icon provides access to the resources on your computer. You can access your drives and other peripherals by clicking on the My Computer icon. The Internet Explorer icon launches the Internet Explorer browser. When you delete an object, Windows XP sends it to the Recycle Bin. You can restore objects that are located in the Recycle Bin or you can permanently delete them.
My Computer
Shortcut icon
Icons with an arrow in the lower left corner are shortcut icons. Click the icon for quick access to the object they represent (program, document, printer, and so on). Program, folder, and document icons do not have an arrow in the lower left corner. They represent the actual object and provide direct access to the object.
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Click the Start button. The Start menu will appear. Click Turn Off Computer. The Turn Off Computer dialog box will appear. Click the Turn Off icon. Your computer will shut down.
Note: A chevron
at the bottom of the list of options means that there are additional options. To view the additional options, click the chevron.
Alternatively, you can open Windows Explorer by holding down the Windows key and typing e (Windows-e).
How do I add an item located in Windows Explorer to the Start menu or to a Program menu?
To add an item located in Windows Explorer to the Start menu or to a Program menu: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Click the Start button. The Start menu will appear. Highlight Settings. A submenu will appear. Click Taskbar and Start Menu. A dialog box will appear. Click the Start Menu tab. Click the Customize button. Click Add. Type the path to the item you want to add, or use Browse to navigate to the item. Click Next. Double-click an appropriate folder for the item. Click Finish. Click OK. Click OK again. The item will appear on the menu.
How do I remove an item from the Start menu or from a Program menu?
To remove an item from the Start menu or from a Program menu: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Click the Start button. The Start menu will appear. Highlight Settings. A submenu will appear. Click Taskbar and Start Menu. A dialog box will appear. Click the Start Menu tab. Click Customize. Click the Remove button. Find and click the item you want to remove. Click the Remove button. You will be prompted. Click Yes. Click Close. Click OK. Click OK again.
How do I copy an item that is located on the Start menu or on a Program menu?
To copy an item located on the Start menu or on a Program menu: 1. 2. 3. Highlight the item. Right-click. A context menu will appear. Click Copy.
1. 2. 3. 4. 5.
Highlight the item. Right-click the item. Click Rename. The Rename dialog box will appear. Type the new name in the New Name field. Click OK.
How do I delete a file from the Start menu or from a Program menu?
To delete a file from the Start menu or from a Program menu: 1. 2. 3. 4. Highlight the item. Right-click. Click Delete. You will be prompted. Click Yes.
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Choose an option. Enter your search criteria. Use the table that follows to help you. Click search. The results of your search will appear in the right pane.
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Entry Type Enter the filename, the first few letters of the filename, or any letters found in the filename. Use the * as a wild card. For example, to find all of the files that begin with r and end in the extension .doc, enter r*.doc. To find files that begin with resume and
have any extension, enter resume.*. If you are looking for a file that has a specific word or phrase in the filename, enter the word or phrase in this field. A word or phrase in the file: Look In: Specify Dates: If you are looking for a file that has a specific word or phrase in the file, enter the word or phrase in this field. Select the drive or folder you want to search. Select from Modified, Created, or Last Accessed. Select Modified to find all files modified since the date criteria you enter, select Created to find all files created since the date criteria you enter, or select Last Accessed to find all files accessed since the date criteria you enter. Specify the date search criteria you want to use. Between allows you to search for files modified, created, or accessed between two dates. During allows you to search for files modified, created, or accessed during the previous number of days or months you specify.
What is the Most Recently Used Document list? As you work, Windows XP tracks the last 15 files you used. It lists these files on the Most Recently Used Document list. To view the Most Recently Used Document list: 1. 2. Click the Start button. Highlight Documents. The most recently used documents will display.
To open a file listed on the Most Recently Used Document list, click the file name. How do I clear my Most Recently Used Document list? To clear the Most Recently Used Document list: 1. 2. 3. 4. 5. 6. 7. 8. Click the Start button. The Start menu will appear. Highlight Settings. Click Taskbar and Start menu. A dialog box will appear. Click the Start Menu tab. Click Customize. Click Clear. Click OK. Click OK again
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Click the Start button, which is located in the lower left corner of the screen. The Start menu will appear. Highlight Programs. A submenu will appear. Highlight Games. Another submenu will appear. Click the game you want to play.
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In the Date frame, select the month and year. In the Month field, click to open the drop-down menu and select the current month. Type the year in the Year field or use the arrows next to the field to move forward or backward until you get to the current year. The Time field is divided into four segments: hour, minutes, seconds, and AM and PM. To make an adjustment: o Click in the segment and either type in the correct information or use the arrow keys on the right side to select the correct hour, minute, second or AM or PM.
Time Zone: 1. 2. Click the Time Zone tab. Choose the correct time zone from the drop-down menu. If you want the clock to automatically adjust to daylight saving time, check the box on the screen. Click the Apply button. Click OK.
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1. 2. 3. 4. 5. 6.
Click the Start button. The Start menu will appear. Highlight Settings. A submenu will appear. Click Printers and Faxes. The Printers and Faxes control panel will appear. Double-click the printer to which you sent the print jobs. The Printer window will open. Click Printer, which is located on the menu bar. Click Cancel All Documents.
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I temporarily stopped all of the print jobs and now I want to restart them. How do I do that?
To restart a print queue that has been stopped: 1. 2. 3. 4. 5. 6. Click the Start button. The Start menu will appear. Highlight Settings. A submenu will appear. Click Printers and Faxes. The Printer control panel will appear. Double-click the printer to which you sent the print job. The Printer window will open. Click Printer, which is located on the menu bar. A drop-down menu will appear. Click Pause Printing. The checkmark next to Pause Printing should disappear
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Minimize the Windows Explorer window. Locate in Windows Explorer the item to which you want to create a shortcut. Hold down the right mouse button and drag the item onto the desktop. Release the right mouse button. A context menu will appear. Click Create Shortcuts Here.
Note: Not all icons can be changed. If you do not see the Change Icon button, the icon cannot be changed.
What is wallpaper?
Wallpaper is the background that displays on your desktop.
Center
Tile Stretch
Have the image display as tiles across and down the screen. Stretch the image so the image covers the entire screen.
What is a font?
A font is a set of characters represented in a single typeface. Each character within a font is created by using the same basic style.
Select a font from the Font field drop-down menu. The characters of the font are in boxes in the center of the window. Click a character box to display an enlarged version of the character. The keystroke necessary to produce the character displays in the lower left corner of the screen. Double-click a character or select the character; then click the
Select button to send the character to the Characters to Copy field. You can send multiple characters to the Characters to Copy field. Click the Copy button to move the Characters to Copy field contents to the Clipboard
At the highest level, you have some folders and perhaps some files. You can open any of the folders and put additional files and folders into them. This creates a hierarchy.
Windows XP separates the window into two panes. If you click an object in the left pane, the contents of the object display in the right pane. Click Desktop and the contents of the Desktop folder display on the right. Click My Computer and your computer resources display on the right. To see the contents of a drive, click the drive. To see the contents of a folder, click the icon for the folder in the left pane.
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Thumbnails view displays images. These images represent the contents of folders and files. For example, if a folder contains pictures, up to four of the pictures in the folder will be displayed on the folder icon. Tiles view and Icons view display icons to represent drives, folders, and the contents of folders. The icons displayed when you choose Tiles view are larger than the icons that display when you choose Icon view. List view displays all of the files and folders without supplying the size, type, or date modified. Details view displays the size, type, and date modified.
To change the view: 1. 2. 3. Right-click any free area in the right pane. A context menu will appear. Highlight View. Select the view you want from the drop-down menu.
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Note: Cutting differs from deleting. When you cut a file, the file is placed on the Clipboard. When you delete a file, the file is sent to the Recycle Bin.
What is a window?
A window is an area on your desktop within which all Windows-based programs run.
The control box provides a menu that enables you to restore, move, size, minimize, maximize, or close a window. The border separates the window from the desktop. You resize the window by dragging its borders outward to expand it and inward to contract it. The title bar displays the name of the current file and the name of the current program. Use the Minimize button to temporarily decrease the size of a window or remove a window from view. While a window is minimized, its title appears on the taskbar.
Click the Maximize button and the window will fill the screen. After you maximize a window, if you click the Restore button, the window will return to its former size. Click the Close button to exit the window and close the program. The menu bar displays the program menu. You send commands to the program by using the menu. Toolbars generally display right below the menu, but you can drag them and display them along any of the window borders. You use the icons on the toolbars to send commands to the program. The work area is located in the center of the window. You perform most of your work in the work area. The status bar provides you with information about the status of your program.
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Click above the scroll box to move up. Click below the scroll box to move down.
To scroll continuously:
Click the appropriate arrow and hold down the mouse button.
Left-click the scrollbar and hold down the left mouse button until you arrive at the location. For example, if you want to go to the center of the document, click the center of the scrollbar and hold down the left mouse button. Or, drag the scroll box until you arrive at the desired location.
What is an icon?
An icon is a graphic image. Icons help you execute commands quickly. Commands tell the computer what you want the computer to do. To execute a command by using an icon, click the icon.
What is a menu?
Menus provide a way for you to send commands to the computer (tell the computer what you want the computer to do). When you open a window, menu options are listed from left to right just below the title bar on the menu bar. When you click a menu item, a drop-down menu appears. Select the command you want to execute from the dropdown menu. An ellipsis after a drop-down menu item signifies that there are additional options; if you select that option, a dialog box will appear.
What is a selection?
A selection is a highlighted area on which you can perform a command. For example, if you are using a word processing program, you can highlight a word and then execute the Underline command to underline the highlighted word.
1. 2. Or 1. 2.
Left-click where you want to start your selection. Hold down your left mouse button and drag the mouse until you have highlighted the area you want.
Left-click where you want to start your selection. Hold down the Shift key while you use the arrow keys to highlight the area that you want.
Note: Typing over highlighted text replaces the old text with the new text you type.
Paste
1. 2. 3. Place the cursor at the point where you want to place the information that is currently on the Clipboard. Click Edit. A drop-down menu will appear. Click Paste.
Copy
1. 2. 3. Select what you want to copy. Click Edit, which is located on the menu bar. A drop-down menu will appear. Click Copy.
Paste
1. 2. Place the cursor at the point where you want to place the information that is currently on the Clipboard. Press Ctrl-v.
Copy
1. 2. Select what you want to copy. Press Ctrl-c.
Paste
1. 2. Place the cursor at the point where you want to place the information that is currently on the Clipboard. Click the Paste icon.
Copy
1. 2. Select what you want to copy. Click the Copy icon.
Icon
Shortcut Key Ctrl-n Ctrl-o Ctrl-s Ctrl-p Ctrl-f Ctrl-x Ctrl-v Ctrl-c Ctrl-z Ctrl-y
Menu Path File > New File > Open File > Save File > Print Edit > Find Edit > Cut Edit > Paste Edit > Copy Edit > Undo Edit > Redo Format > Font Format > Font
Command Description Create a new file. Open an existing file. Save the current file. Print the current file. Find text in the current document. Cut (delete and place on Clipboard) the current selection. Place the material currently on the Clipboard in the file at the current location. Copy the current selection to the Clipboard. Reverse the most recent command. Place the program in the state it was in before executing the last command. Reverse the last undo. Place the program in the state it was in before executing Undo. Apply a font to the current selection. Set the size of the font for the current selection.
Bold the current selection. Italicize the current selection. Underline the current selection. Left-align the selection. Right-align the selection. Center the selection. Justify the selection.
Field/Icon Save In field Up One Level icon View Desktop icon Create a New Folder icon
Entry Click to open the menu-box and select the drive and folder to which you want to save the file. Click this icon to move up one level in the folder hierarchy. Click this icon to move to the Desktop folder. Use the Create a New Folder icon to create a new folder:
1. 2. 3. List icon
Click the Create New Folder icon. Type the folder name and press Enter. Click the folder you just created to open the folder.
Your program displays files and folders in the center of the dialog box. To have the files display without the size, type, and date modified, click the List icon. Your program displays files and folders in the center of the dialog box. To have the files display with the size, type, and date modified, click the Detail icon. Your program displays files and folders in File/Folder box. Click a folder to open the folder. Click a file if you want the current file to write over (replace) that file. Enter the name you want your file to have in this field. Click to open the drop-down box and select a file type. Click the Save button to save your file. Click the Cancel button if you have changed your mind and do not wish to save your file.
Detail icon
File/Folder box
File Name field Save As Type field Save button Cancel button
Some programs provide dialog boxes with several pages of options. You move to a page by clicking on the tab or by using Ctrl-Tab (hold down the Ctrl key while pressing the Tab key to flip through the pages).
You type entries into fields (also referred to as text boxes). For example, in the Save As dialog box, you type the name you want the file to have in the File Name field.
List boxes enable you to make a choice from a list of options. To make your selection, simply click the option you want. In some list boxes, you can choose more than one item. To choose more than one item, hold down the Ctrl key while you make your selections. If there are more options than can be displayed in the box, a scrollbar appears on the list box. Use the scrollbar to view the additional choices.
Fields with a drop-down menu have a small downward-pointing arrow next to them. You click the arrow and a list of options appears. You select the option you want from the list. You can also open the drop-down menu by holding down the Alt key and pressing the down arrow. You can use the arrow keys to move up and down in a drop-down menu. You can also move to an item by typing the first few letters of the option.
Windows XP and programs that run under Windows XP use radio buttons to present a list of mutually exclusive options. You can select only one of the options presented. Radio buttons are usually round. A dot in the middle indicates that the option is selected.
Check boxes are another method used to select options. You click the checkbox to select the item. An X or a checkmark appears in a selected box. You toggle checkboxes on and off by clicking in the box.
What is a slider?
You use a slider to increase or decrease a value. You increase a value by moving the slider from left to right; you decrease a value by moving the slider from right to left.
What is a spinner?
A spinner is a set of arrows located on the side of a text box. You use the up arrow to increment a value and the down arrow to decrement a value. You can also type the value you want directly into the text box.
Yes. The Windows color box provides 48 basic colors. You select a color by clicking on the square of the color. You can save 16 custom colors. To select a custom color, expand the window by clicking on the Define Custom Color button. A color matrix box and a luminosity slider will appear. Move the pointer in the color matrix box horizontally to adjust the hue. Move the pointer vertically to adjust the saturation. Use the luminosity slider to adjust the luminosity. The Hue, Saturation, Luminosity (HSL) values and Red, Green, Blue (RGB) values display at the bottom of the window. After you have selected a color, you can add the color to a Custom Color square by clicking on the Add to Custom Colors button. The Color|Solid box may display two colors. The left side of the box displays the dithered color and the right side of the box displays a closely related non-dithered color. There are 256 non-dithering colors. Non-dithering colors should display the same on all computer monitors; consequently, Web developers prefer them
The Microsoft Office Button The Quick Access Toolbar The Title Bar The Ribbon The Ruler The Text Area The Vertical and Horizontal Scroll Bars The Status Bar
Understanding Document Views Click Understanding Nonprinting Characters Create Sample Data and Select Text Place the Cursor Execute Commands with Keyboard Shortcuts Start a New Paragraph Exit Word
Type, Backspace, and Delete Insert and Overtype Bold, Italicize, and Underline Save a File and Close Word
Open a File Cut and Paste Copy and Paste Use the Clipboard Create AutoText Use Spell Check Find and Replace Change the Font Size Change the Font Save Your File
Open a Blank Document Add Sample Text Add Space Before or After Paragraphs Change Line Spacing Create a First-Line Indent Indent Paragraphs Align Paragraphs Create a Hanging Indent Choose a Style Set Apply a Style Change Style Sets
Lesson 5: Adding Bullets and Numbers, Undoing and Redoing, Setting Page Layouts and Printing Documents
If you have lists of data, you may want to bullet or number them. When using Microsoft Word, bulleting and numbering are easy. The first part of this lesson teaches you to bullet and number. After you have completed your document, you may want to share it with others. One way to share your document is to print and distribute it. However, before you print you may want to add page numbers and tell Word such things as the page orientation, the paper size, and the margin setting you want to use. In this lesson you will learn how to layout and how to print your documents.
Set the Orientation Set the Page Size Set the Margins Add Page Numbers Insert Page Breaks Preview and Print Documents
Note: Your screen will probably not look exactly like the screen shown. In Word 2007, how a window displays depends on the size of your window, the size of your monitor, and the resolution to which your monitor is set. Resolution determines how much information your computer monitor can display. If you use a low resolution, less information fits on your screen, but the size of your text and images are larger. If you use a high resolution, more information fits on your screen, but the size of the text and images are smaller. Also, Word 2007, Windows Vista, and Windows XP have settings that allow you to change the color and style of your windows.
The Ribbon
You use commands to tell Microsoft Word what to do. In Microsoft Word 2007, you use the Ribbon to issue commands. The Ribbon is located near the top of the screen, below the Quick Access toolbar. At the top of the Ribbon are several tabs; clicking a tab displays several related command groups. Within each group are related command buttons. You click buttons to issue commands or to access menus and dialog boxes. You may also find a dialog box launcher in the bottom-right corner of a group. Clicking the dialog box launcher gives you access to additional commands via a dialog box.
The Ruler
The ruler is found below the Ribbon.
You can use the ruler to change the format of your document quickly. If your ruler is not visible, follow the steps listed here:
1. 2.
Click the View tab to choose it. Click the check box next to Ruler in the Show/Hide group. The ruler appears below the Ribbon.
1. 2.
Click the View tab. Click Draft in the Document Views group. When the Draft option is selected it appears in a contrasting color.
Click
During the lessons that follow, you will be asked to "click" items and to choose tabs. When asked to click: 1. 2. Point to the item. Press your left mouse button once.
If you are asked to double-click an item: 1. 2. Point to the item. Quickly press your left mouse button twice.
If you are asked to right-click: 1. 2. Point to the item. Press your right mouse button.
Character
Denotes A tab
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Choose the Home tab. Click the Show/Hide button in the Paragraph group . The Show/Hide button appears in a contrasting color, when it is selected.
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Exit Word
You have completed Lesson One. Typically, you save your work before exiting.
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Click the Microsoft Office button. A menu appears. Click Exit Word, which you can find in the bottom-right corner.
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You are prompted: "Do you want to save changes to Document1?" To save your changes, click Yes. Otherwise, click No. If you click Yes, the Save As dialog box appears.
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Move to the correct folder. Name your file by typing Lesson One.doc in the File Name field. Click Save. Word saves your file.
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Delete
Delete the word "very" from the sentence you just typed. 1. 2. Select the word "very." You can place the cursor before the "v" in the word "very," press and hold down the Shift key, and then press the right arrow key until the word "very" is highlighted. Press the Delete key. The sentence should now read: "Joe has a large boat."
Insert
Make sure you are in Insert mode before proceeding. You are going to insert the word "blue" between the words "large" and "boat." 1. Place the cursor after the space between the words "large" and "boat." Type the word blue. Press the spacebar to add a space. The sentence should now read: "Joe has a large blue boat."
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Overtype
You can type over the current text (replace the current text with new text) in the Overtype mode. Do the following to change to the Overtype mode.
Click "Insert" on the Status bar. The word Insert changes to Overtype.
Change the word "blue" to "gray." 1. Place the cursor before the letter "b" in "blue." Type the word gray. The sentence should now read: "Joe has a large gray boat."
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Note: You can overtype text without changing to Overtype mode by selecting the text you want to overtype and then typing.
EXERCISE 3
Type the following exactly as shown. Remember, pressing the Enter key starts a new paragraph. Press the Enter key at the end of each of the following lines to start a new paragraph. Launcher: Bold Italicize Underline these words. All three Regular Ribbon: Bold Italicize Underline these words. All three Regular Mini Toolbar: Bold Italicize Regular Keys: Bold Italicize Underline these words. All three Regular
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On the line that begins with Launcher, select the word "Bold." You can place the cursor before the letter "B" in "Bold." Press the Shift key; then press the right arrow key until the entire word is highlighted. Choose the Home tab. Click the dialog box launcher in the Font group. The Font dialog box appears.
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Click Bold in the Font Style box. Note: You can see the effect of your action in the Preview window. To remove the bold, click Regular. Click OK to close the dialog box. Click anywhere in the text area to remove the highlighting. You have bolded the word bold.
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On the line that begins with "Ribbon," select the word "Bold." You can place the cursor before the letter "B" in "Bold." Press the Shift key; then press the right arrow key until the entire word is highlighted. Choose the Home tab. Click the Bold button in the Font group. You have bolded the word bold. again.
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Note: To remove the bold, you can select the text and then click the Bold button Click anywhere in the text area to remove the highlighting.
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On the line that begins with "Mini Toolbar," select the word "Bold." You can place the cursor before the letter "B" in "Bold."Press the Shift key; then press the right arrow key until the entire word is highlighted. Right-click. The Mini toolbar appears. Click the Bold button . You have bolded the word bold.
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On the line that begins with Launcher, select the word "Italicize." You can place the cursor before the letter "I" in "Italicize." Press the Shift key; then press the right arrow key until the entire word is highlighted. Choose the Home tab. Click the dialog box launcher in the Font group. The Font dialog box appears.
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Click Italic in the Font Style box. Note: You can see the effect of your selection in the Preview window. To remove the italics, click Regular in the Font Style box. Click OK to close the Font dialog box. Click anywhere in the text area to remove the highlighting. You have italicized the word Italicize.
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On the line that begins with "Ribbon," select the word "Italicize." You can place the cursor before the letter "I" in "Italicize." Press the Shift key; then press the right arrow key until the entire word is highlighted. Choose the Home tab. Click the Italic button on the Ribbon. You have italicized the word Italicize. again.
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Note: To remove the italics, select the text and click the Italicize button Click anywhere in the text area to remove the highlighting.
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On the line that begins with "Mini Toolbar," select the word "Italicize." You can place the cursor before the letter "I" in "Italicize." Press the Shift key; then press the right arrow key until the entire word is highlighted. Right-click. The Mini toolbar appears. Click the Italic button . You have italicized the word Italicize.
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use the dialog box launcher: The following illustrates underlining with the dialog box launcher:
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On the line that begins with "Launcher," select the words "Underline these words." Choose the Home tab. Click the dialog box launcher in the Font group. The Font dialog box appears.
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In the Underline Style box, click the down arrow to open the pull-down menu. Click the type of underline you wish to use. Note: To remove an underline, you select None from the pull-down menu. Click OK to close the dialog box. The underline you selected appears under the words. Click anywhere in the text area to remove the highlighting.
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On the line that begins with "Ribbon," select the words "Underline these words." Choose the Home tab. Click the Underline button of underline you want. in the Font group . Alternatively, you can press the down arrow next to the underline button and click to choose the type
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Note: To remove the underlining, click the Underline button Click anywhere in the text area to remove the highlighting.
again.
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Press Ctrl+u (hold down the Ctrl key while pressing u). Note: To remove the underlining, press Ctrl+u again. Click anywhere in the text area to remove the highlighting.
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Click the Underline button in the Font group. Click anywhere in the text area to remove the highlighting.
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Click the Microsoft Office button. A menu appears. Click Save. The Save As dialog box appears, if you are saving your document for the first time.
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Use the Address bar to locate the folder in which you want to save your file. Name your file by typing Lesson Two.docx in the File Name box. Click Save. Click the Microsoft Office button. A menu appears. Click Exit Word, which is located in the bottom-right corner of the window. Word closes.
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Save a FileWindows XP
1. 2. 3. Click the Microsoft Office button. A menu appears. Click Save. The Save As dialog box appears if you are saving your document for the first time. Specify the correct folder in the Save In box. Name your document by typing Lesson Two in the File Name box. Click Save. Click the Microsoft Office button. A menu appears. Click Exit Word, which is located in the bottom-right corner of the window. Word closes.
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Every time you save your document, you overwrite the previous version of your document. For example, you create a document and save it. Later you delete several passages from the document and then save your changes. The passages from the first draft of the document no longer exist. If you want to save both the original draft of your document and the revised document, you must save the second draft of the document using a different name. To save the document using a different name, click the Microsoft Office button. A menu appears. Click Save As. The Save As dialog box appears. Use the File Name box to give your document a new name.
Open a File
When you do not have time to complete your work or when you finish your work, you can save and close your file. After saving a file, you can later open it to revise or finish it. You learned how to save a file in Lesson 2. In the exercise that follows, you learn how to open the file you saved.
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Type the following: I want to move. I am content where I am. Select "I want to move. " Choose the Home tab. Click the Cut button in the Clipboard group. Word cuts the text you selected and places it on the Clipboard. Your text should now read: "I am content where I am."
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Place the cursor after the period in the sentence "I am content where I am." Press the spacebar to leave a space. Choose the Home tab. Click the Paste button in the Clipboard group. Word pastes the text on the Clipboard. Your text should now read: "I am content where I am. I want to move."
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Type the following: I want to move. I am content where I am. Select "I want to move. " Right-click. The Mini toolbar and a context menu appear.
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Click Cut on the menu. Your text should now read: "I am content where I am."
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Place the cursor after the period in the sentence "I am content where I am." Press the spacebar to leave a space. Right-click. A Mini toolbar and a context menu appear. Click Paste. Your text should now read: "I am content where I am. I want to move."
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Type the following: You will want to copy me. One of me is all you need. Select "You will want to copy me." Choose the Home tab. Click the Copy button in the Clipboard group. Word copies the data you selected to the Clipboard.
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Place the cursor after the period in the sentence: "One of me is all you need." Press the spacebar to leave a space. Choose the Home tab. Click the Paste button in the Clipboard group. Word places the data you copied at the insertion point. Your text should now read: "You will want to copy me. One of me is all you need. You will want to copy me."
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Type the following: You will want to copy me. One of me is all you need. Select "You will want to copy me." Right-click. A Mini toolbar and a context menu appear. Click Copy. Word places the data you copied at the insertion point. Your text should now read: "You will want to copy me. One of me is all you need. You will want to copy me."
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Place the cursor after the period in the sentence: "One of me is all you need." Press the spacebar to leave a space. Right-click. A context menu appears. Click Paste. Word pastes the information on the Clipboard into the document.
Option Show Office Clipboard Automatically Show Office Clipboard When Ctrl+c Pressed Twice
Description Shows the Clipboard automatically when you copy items. Shows the Clipboard when you press Ctrl+c twice.
Collect Without Showing Office Clipboard Show Office Clipboard Icon on Taskbar Show Status Near Taskbar When Copying
Copies to the Clipboard without displaying the Clipboard pane. Displays the Clipboard icon on your system taskbar. Displays the number of items copied on the taskbar when copying.
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Place the cursor at the point at which you want to insert your text. Choose the Home tab. Click the Clipboard dialog box launcher to open the Clipboard. Click the item on the clipboard you want to insert into your document. Word pastes the Clipboard item into your document at the insertion point.
Create AutoText
Cut and Copy both store information on the Clipboard. Information you store on the Clipboard is eventually lost. If you want to store information permanently for reuse, use AutoText. AutoText permanently stores information for future use.
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Type the following: AutoText information is stored permanently. Select "AutoText information is stored permanently." Choose the Insert tab. Click Quick Parts in the Text group. A menu appears. Click Save Selection to Quick Part Gallery. The Create New Building Block dialog box appears.
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Microsoft Word suggests a name. Change the name by typing AT in the Name field. Click OK. The dialog box closes. Click anywhere in the text area to remove the highlighting. Place the cursor between the period in the sentence you just typed and the paragraph marker (). Press the spacebar to leave a blank space. Press F3. Your text should now read: "AutoText information is stored permanently. AutoText information is stored permanently."
Note: Whenever you need the text, simply type the name (AT) and then press F3.
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Type the following exactly as shown. Include all errors. Open thr door for Mayrala. She is a teacher from the town of Ridgemont. Select: "Open thr door for Mayrala. She is a teacher from the town of Ridgemont." Choose the Review tab. Click the Spelling & Grammar button. The Spelling and Grammar dialog box appears.
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"The" is misspelled, so it is highlighted on the screen and noted in the Not in Dictionary box. Word suggests correct spellings. These suggestions are found in the Suggestions box. Click "the" in the Suggestions box. Click Change. Note: If the word is misspelled in several places, click Change All to correct all misspellings. The name "Mayrala" is not in the dictionary, but it is correct. Click Ignore Once to leave "Mayrala" in the document with its current spelling. Note: If a word appears in several places in the document, click Ignore All so you are not prompted to correct the spelling for each occurrence. "Ridgemont" is not found in the dictionary. If you frequently use a word not found in the dictionary, you might want to add that word to the dictionary by clicking the Add to Dictionary button. Word will then recognize the word the next time it appears. Click Add to Dictionary. The following should appear on your screen: "Word finished checking the selection. Do you want to continue checking the remainder of the document?" Click No. If you wanted Word to spell-check the entire document, you would have clicked Yes.
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Note: You can also press F7 to initiate a spelling and grammar check. If you don't have anything selected, Word checks the entire document.
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Type the following: Monica is from Easton. She lives on the east side of town. Her daughter attends Eastern High School. Select: "Monica is from Easton. She lives on the east side of town. Her daughter attends Eastern High School." Choose the Home tab. Click Find in the Editing group. A menu appears. Click the Find option on the menu. The Find and Replace dialog box appears.
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Type east in the Find What field. Click Find Next. Note that the "East" in Easton is highlighted. Click Find Next again. Note that "east" is highlighted. Click Find Next again. Note that the "East" in Eastern is highlighted. Click Find Next. The following message should appear: "Word has finished searching the selection. Do you want to search the remainder of the document?" Click No. Click Cancel.
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Select "Monica is from Easton. She lives on the east side of town. Her daughter attends Eastern High School." Choose the Home tab. Click Replace in the Editing group. The Find and Replace dialog box appears.
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Type east in the Find What box. Type west in the Replace With box. Click Find Next. The East in Easton is highlighted. Click Replace. Word replaces the "East" in "Easton" with "West" and then highlights the word "east." Click Replace. Word replaces the word "east" with "west" and then highlights the word "Eastern." Click Close. Do not replace the "East" in "Eastern" with "West." Your text should now read, "Monica is from Weston. She lives on the west side of town. Her daughter attends Eastern High School."
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Type the following: I can be any size you want me to be. Select "I can be any size you want me to be." Choose the Home tab. In the Font group, click the down arrow next to the Font Size box. A menu of font sizes appears. Move your cursor over the menu of font sizes. As you do, Word 2007 provides a live preview of the effect of applying each font size. Click 36 to select it as your font size.
Note: If you know the font size you want, you can type it in the Font Size field.
Alternate MethodChange the Font Size with Grow Font and Shrink Font
You can also change the size of your font by clicking the Grow Font and Shrink Font buttons. Selecting text and then clicking the Grow Font button makes your font larger. Selecting text and then clicking the Shrink Font button makes your font smaller.
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Type the following: Grow Shrink Select "Grow" Choose the Home tab. Click the Grow Font button Select Shrink. Click the Shrink Font button several times. You font becomes larger. several times. Your font becomes smaller.
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Type the following: Changing fonts Select "Changing fonts." Choose the Home tab. Click the down arrow next to the Font field. A menu of fonts appears. Move the cursor over the list of fonts. Word 2007 provides a live preview of what the font will look like if you select it. Click the font name to select the font you want.
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Select "Changing fonts." Right-click. The Mini toolbar and a menu appears. Move to the Mini toolbar. Click the down arrow next to the Font field. A menu of fonts appears. Click the name of the font you want.
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Click the Microsoft Office button. A menu appears. Click New. The New Document dialog box appears.
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On the Insert tab, the galleries include items that are designed to coordinate with the overall look of your document. You can use these galleries to insert tables, headers, footers, lists, cover pages, and other document building blocks. When you create pictures, charts, or diagrams, they also coordinate with your current document look. You can easily change the formatting of selected text in the document text by choosing a look for the selected text from the Quick Styles gallery on the Home tab. You can also format text directly by using the other controls on the Home tab. Most controls offer a choice of using the look from the current theme or using a format that you specify directly. To change the overall look of your document, choose new Theme elements on the Page Layout tab. To change the looks available in the Quick Style gallery, use the Change Current Quick Style Set command. Both the Themes gallery and the Quick Styles gallery provide reset commands so that you can always restore the look of your document to the original contained in your current template.
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Place your cursor anywhere in the second paragraph of the sample text you created in Exercise 2. Choose the Page Layout tab. The default spacing appears in the Spacing Before field. Click the up arrow next to the Spacing Before field to increase the space before the paragraph. Click the up arrow next to the Spacing After field to increase the amount of space after the paragraph.
Note: You can click the down arrows next to the Spacing Before and the Spacing After fields to decrease the amount of space before or after a paragraph. You can also type the amount of space you want to use directly into the fields. Space is measured in points. There are 72 points to an inch.
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Place your cursor anywhere in the first paragraph of the sample text you created in Exercise 2. Choose the Home tab. Click the Line Spacing button in the Paragraph group. A menu of options appears. Click 2.0 to double-space the first paragraph.
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EXAMPLE: First-line Indent On the Insert tab, the galleries include items that are designed to coordinate with the overall look of your document. You can use these galleries to insert tables, headers, footers, lists, cover pages, and other document building blocks. When you create pictures, charts, or diagrams, they also coordinate with your current document look.
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Place your cursor anywhere within the first paragraph of the sample text you created in Exercise 2. Choose the Home tab. In the Paragraphs group, click the launcher. The Paragraph dialog box appears.
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Choose the Indents and Spacing tab. Click to open the drop-down menu on the Special field. Click First Line. Enter 0.5" in the By field. Click OK. The first line of your paragraph is now indented half an inch.
Special Note: To remove the first line indent: 1. 2. 3. 4. 5. 6. Place the cursor anywhere in the paragraph. Choose the Home tab. In the Paragraphs group, click the launcher. The Paragraph dialog box opens. Choose the Indents and Spacing tab. Click the down arrow next to the Special field and then click None. Click OK.
Indent Paragraphs
Indentation allows you to indent your paragraph from the left and/or right margin. You may find this necessary when you are quoting a large block of text. The following exercise shows you how to indent a paragraph 1 inch from each side.
EXAMPLE: Indentation On the Insert tab, the galleries include items that are designed to coordinate with the overall look of your document. You can use these galleries to insert tables, headers, footers, lists, cover pages, and other document building blocks. When you create pictures, charts, or diagrams, they also coordinate with your current document look. You can easily change the formatting of selected text in the document text by choosing a look for the selected text from the Quick Styles gallery on the Home tab. You can also format text directly by using the other controls on the Home tab. Most controls offer a choice of using the look from the current theme or using a format that you specify directly.
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Place your cursor anywhere in the second paragraph of the sample text you created in Exercise 2. Choose the Page Layout tab. Type 1" in the Indent Left field or use the up or down arrows to set the field value to 1". Type 1" in the Indent Right field or use the up or down arrows to set the field value to 1". Your paragraph is now indented one inch from both the left and right margins, as in the example.
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Align Paragraphs
Microsoft Word gives you a choice of several types of alignments. Left-aligned text is flush with the left margin of your document and is the default setting. Right-aligned text is flush with the right margin of your document, centered text is centered between the left and right margins, and Justified text is flush with both the left and right margins.
EXAMPLE: Left-Aligned
Sample Paragraph
On the Insert tab, the galleries include items that are designed to coordinate with the overall look of your document. You can use these galleries to insert tables, headers, footers, lists, cover pages, and other document building blocks. When you create pictures, charts, or diagrams, they also coordinate with your current document look. EXAMPLE: Right-aligned Sample Paragraph On the Insert tab, the galleries include items that are designed to coordinate with the overall look of your document. You can use these galleries to insert tables, headers, footers, lists, cover pages, and other document building blocks. When you create pictures, charts, or diagrams, they also coordinate with your current document look. EXAMPLE: Centered
Sample Paragraph On the Insert tab, the galleries include items that are designed to coordinate with the overall look of your document. You can use these galleries to insert tables, headers, footers, lists, cover pages, and other document building blocks. When you create pictures, charts, or diagrams, they also coordinate with your current document look. EXAMPLE: Justified Sample Paragraph On the Insert tab, the galleries include items that are designed to coordinate with the overall look of your document. You can use these galleries to insert tables, headers, footers, lists, cover pages, and other document building blocks. When you create pictures, charts, or diagrams, they also coordinate with your current document look.
Right-align
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Select the paragraphs you created. Choose the Home tab. Click the Align-right button in the Paragraph group. Word right-aligns your paragraphs.
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Left-align
1. 2. Select the paragraphs you created. Choose the Home tab. Click the Align-left button in the Paragraph group. Word left-aligns your paragraph.
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Center
1. 2. Selected the paragraphs you created. Choose the Home tab. Click the Center button in the Paragraph group. Word centers your paragraph.
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Justify
1. 2. Select the paragraphs you created. Choose the Home tab. Click the Justify button in the Paragraph group. Word justifies your paragraph.
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EXAMPLE:Hanging Indent Hanging Indent: The hanging indent feature indents the first line of the paragraph from the margin by the amount specified in the Left field. The amount in the Left field plus the amount specified in the By field indent all subsequent lines.
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Type the following: Hanging Indent: The hanging indent feature indents the first line by the amount specified in the Left field. Subsequent lines are indented by the amount specified in the Left field plus the amount specified in the By field. Select the paragraph you just typed. Choose the Home tab. Click the launcher in the Paragraph group. The Paragraph dialog box appears.
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Choose the Indents and Spacing tab. In the Special field, click to open the pull-down menu. Click Hanging. In the By box, type 2". Click OK. Place the cursor after the colon following "Hanging Indent." Press the Tab key. Notice that the indentation changes.
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show you how to work with styles. The exercises are based on a file you must download. Right click here to download the file. Click Save Target As from the menu that appears, and save the linked file to a directory on your computer. The file will download as a zip file. A zip file is a file that is compressed. Compressed files are smaller and easier to download. To open the file: 1. 2. 3. 4. 5. 6. Open the folder you downloaded the file to. Right-click on the file name. Click Extract All on the menu that appears. The Extract Compressed (Zipped) Folders dialog box appears. Enter the folder you want to put the file in or except to suggested location. Click Extract. Windows Explorer extracts the file. You can use Microsoft Word to open the file.
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Choose the Home tab. Click Change Styles in the Styles group. A menu appears. Click Style Set. A menu appears. You can choose from any of the styles listed on the menu. Click Simple. Word 2007 reformats all of the paragraphs into the Simple style by applying the Normal format to each paragraph.
Apply a Style
You can see of all the styles available to you in the style set by clicking the launcher in the Styles group and opening the Styles pane. You can leave the Styles pane open and available for use by docking it. To dock the Styles pane, click the top of the pane and drag it to the left or right edge of the Word window. You do not need to select an entire paragraph to apply a style. If the cursor is anywhere in the paragraph, when you click on the style, Word formats the entire paragraph.
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Choose the Home tab. Click the launcher in the Styles Group. The Styles pane appears. You can drag it to the side of the Word window to dock it. To close the Styles pane, click the Close button in the upper right corner of the pane . Click anywhere in the paragraph "Single-Parent FamilyCareer Help." Click Title in the Styles pane. Word 2007 applies the Title style to the paragraph.
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Headings and subheadings mark major topics within your document. With Word 2007, you can easily format the headings and subheadings in your document.
Apply Headings
1. 2. 3. Click anywhere in the paragraph "The Nature of Single Parenthood." In the Style box, click Heading 1. Word reformats the paragraph. Repeat steps 1 and 2 in the following paragraphs:
Types of Single Parents Career Development Needs of Single Parents Career Development Programs
Apply Subheadings
1. 2. 3. Click anywhere in the paragraph "Displaced Homemakers" In the Style box, click Heading 2. Word reformats the paragraph. Repeat steps 1 and 2 for the following paragraphs:
Displaced Homemakers Adolescent Mothers Single Fathers High School Dropout Prevention Established Education Sites
This is the end of Lesson 3. You can save you file and close Word. See Lesson 2 to learn how to save and close
Lesson 5: Adding Bullets and Numbers, Undoing and Redoing, Setting Page Layouts and Printing Documents
If you have lists of data, you may want to bullet or number them. When using Microsoft Word, bulleting and numbering are easy. The first part of this lesson teaches you to bullet and number. After you have completed your document, you may want to share it with others. One way to share your document is to print and distribute it. However, before you print you may want to add page numbers and tell Word such things as the page orientation, the paper size, and the margin setting you want to use. In this lesson you will learn how to layout and how to print your documents.
EXAMPLES: Bulleting
EXERCISE 1 Bullets
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Type the following list as shown: Apple Orange Grape Mango Cherry Select the words you just typed. Choose the Home tab. In the Paragraph group, click the down arrow next to the Bullets button . The Bullet Library appears.
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Click to select the type of bullet you want to use. Word adds bullets to your list. Note: As you move your cursor over the various bullet styles, Word displays the bullet style onscreen.
To remove the bulleting: 1. 2. 3. 4. Select the list again. Choose the Home tab. In the Paragraph group, click the down arrow next to the Bullets icon. The Bullet dialog box appears. Click None. Word removes the bullets from your list.
Numbers
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Type the following list as shown: Apple Orange Grape Mango Cherry Select the words you just typed. Choose the Home tab. In the Paragraph group, click the down arrow next to the Numbering button . The Numbering Library appears.
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Click to select the type of numbering you want to use. Word numbers your list. Note: As you move your cursor over the various number styles, Word displays the number style onscreen.
To remove the numbering: 1. 2. 3. 4. Select the list again. Choose the Home tab. In the Paragraph group, click the down arrow next yo the Numbering icon. The Number dialog box appears. Click None. Word removes the numbering from your list.
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Type Undo example. Click the Undo button on the Quick Access menu. The typing disappears. Click the Redo button on the Quick Access menu. The typing reappears. Select "Undo example." Press Ctrl+b to bold. Word bolds the text. Press Ctrl+i. Word italicizes the text. Press Ctrl+u Word underlines the text. Click the down arrow next to the Undo icon. You will see the actions you performed listed. To undo the underline, click Underline; to undo the underline and italic, click Underline Italic; to undo the underline, italic, and bold click Bold etc. To redo, click the Redo icon several times.
Portrait
Landscape
The exercises that follow use a file named SamplePrint.docx. Right click here to download the file. Click Save Target As from the menu that appears, and save the linked file to a directory on your computer. The file will download as a zip file. A zip file is a file that is compressed. Compressed files are smaller and easier to download. To open the file: 1. Open the folder you downloaded the file to.
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Right-click on the file name. Click Extract All on the menu that appears. The Extract Compressed (Zipped) Folders dialog box appears. Enter the folder you want to put the file in or except to suggested location. Click Extract. Windows Explorer extracts the file. You can use Microsoft Word to open the file.
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Choose the Page Layout tab. Click Orientation in the Page Setup group. A menu appears. Click Portrait. Word sets your page orientation to Portrait.
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Choose the Page Layout tab. Click Size in the Page Setup group. A menu appears. Click Letter 8.5 x 11in. Word sets your page size.
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Choose the Page Layout tab. Click Margins in the Page Setup group. A menu appears. Click Moderate. Word sets your margins to the Moderate settings.
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Choose the Insert tab. Click the Page Number button in the Header & Footer group. A menu appears. Click Bottom of Page. Click the right-side option.
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Choose the View tab. Click Print Layout in the Document Views group. Your document changes to the Print Layout view.
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Place your cursor before the D in "Displaced Homemakers" Choose the Insert tab. Click Page Break. Word places a page break in your document.
To delete a page break, you select the page break and then press the Delete key.
Note: As you review your document, if you see changes you would like to make to the layout, use the Margin, Orientation, or Page Size options to make the changes. If you want to make other types of changes to your document, click the Close Print Preview button, to return to your document. Once you are satisfied with your document, you are ready to print.
Print
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2. 3. Click the Print button. The Print dialog box appears. Click the down arrow next to the Name field and select the printer to which you want to print. Choose All as the page range.
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The Microsoft Excel Window The Microsoft Office Button The Quick Access Toolbar The Title Bar The Ribbon Worksheets The Formula Bar The Status Bar Move Around a Worksheet Go To Cells Quickly Select Cells Enter Data Edit a Cell Wrap Text Delete a Cell Entry Save a File Close Excel
Click here to start Lesson 1 Lesson 2: Entering Excel Formulas and Formatting Data
Lesson 1 familiarized you with the Excel 2007 window, taught you how to move around the window, and how to enter data. A major strength of Excel is that you can perform mathematical calculations and format your data. In this lesson, you learn how to perform basic mathematical calculations and how to format text and numerical data.
Set the Enter Key Direction Perform Mathematical Calculations AutoSum Perform Automatic Calculations Align Cell Entries Perform Advanced Mathematical Calculations Copy, Cut, Paste, and Cell Addressing Insert and Delete Columns and Rows Create Borders Merge and Center Add Background Color Change the Font, Font Size, and Font Color Move to a New Worksheet Bold, Italicize, and Underline Work with Long Text Change a Column's Width Format Numbers
Click here to start Lesson 2 Lesson 3: Creating Excel Functions, Filling Cells, and Printing
By using functions, you can quickly and easily make many useful calculations, such as finding an average, the highest number, the lowest number, and a count of the number of items in a list. Microsoft Excel has many functions you can use. You can also use Microsoft Excel to fill cells automatically with a series.For example, you can have Excel automatically fill your worksheet with days of the week, months of the year, years, or other types of series. A header is text that appears at the top of every page of your printed worksheet. A footer is text that appears at the bottom of every page of your printed worksheet. You can use a header or footer to display among other things titles, page numbers, or logos. Once you have completed your Excel worksheet, you may want to print it. This lesson teaches you how to use functions, how to create a series, how to create headers and footers, and how to print.
Using Reference Operators Understanding Functions Fill Cells Automatically Create Headers and Footers Set Print Options Print
Create a Chart Apply a Chart Layout Add Labels Switch Data Change the Style of a Chart Change the Size and Position of a Chart Move A Chart to a Chart Sheet Change the Chart Type
Note: Your screen will probably not look exactly like the screen shown. In Excel 2007, how a window displays depends on the size of your window, the size of your monitor, and the resolution to which your monitor is set. Resolution determines how much information your computer monitor can display. If you use a low resolution, less information fits on your screen, but the size of your text and images are larger. If you use a high resolution, more information fits on your screen, but the size of the text and images are smaller. Also, settings in Excel 2007, Windows Vista, and Windows XP allow you to change the color and style of your windows.
In the upper-left corner of the Excel 2007 window is the Microsoft Office button. When you click the button, a menu appears. You can use the menu to create a new file, open an existing file, save a file, and perform many other tasks.
Next to the Microsoft Office button is the Quick Access toolbar. The Quick Access toolbar gives you with access to commands you frequently use. By default, Save, Undo, and Redo appear on the Quick Access toolbar. You can use Save to save your file, Undo to roll back an action you have taken, and Redo to reapply an action you have rolled back.
Next to the Quick Access toolbar is the Title bar. On the Title bar, Microsoft Excel displays the name of the workbook you are currently using. At the top of the Excel window, you should see "Microsoft Excel - Book1" or a similar name.
The Ribbon
You use commands to tell Microsoft Excel what to do. In Microsoft Excel 2007, you use the Ribbon to issue commands. The Ribbon is located near the top of the Excel window, below the Quick Access toolbar. At the top of the Ribbon are several tabs; clicking a tab displays several related command groups. Within each group are related command buttons. You click buttons to issue commands or to access menus and dialog boxes. You may also find a dialog box launcher in the bottom-right corner of a group. When you click the dialog box launcher, a dialog box makes additional commands available.
Worksheets
Microsoft Excel consists of worksheets. Each worksheet contains columns and rows. The columns are lettered A to Z and then continuing with AA, AB, AC and so on; the rows are numbered 1 to 1,048,576. The number of columns and rows you can have in a worksheet is limited by your computer memory and your system resources. The combination of a column coordinate and a row coordinate make up a cell address. For example, the cell located in the upper-left corner of the worksheet is cell A1, meaning column A, row 1. Cell E10 is located under column E on row 10. You enter your data into the cells on the worksheet.
Note: The current cell address displays on the left side of the Formula bar.
The Status bar appears at the very bottom of the Excel window and provides such information as the sum, average, minimum, and maximum value of selected numbers. You can change what displays on the Status bar by right-clicking on the Status bar and selecting the options you want from the Customize Status Bar menu. You click a menu item to select it. You click it again to deselect it. A check mark next to an item means the item is selected.
Press the down arrow key several times. Note that the cursor moves downward one cell at a time.
Press the up arrow key several times. Note that the cursor moves upward one cell at a time.
Hold down the Shift key and then press Tab. Note that the cursor moves to the left one cell at a time.
Go To Cells Quickly
The following are shortcuts for moving quickly from one cell in a worksheet to a cell in a different part of the worksheet.
EXERCISE 2 Go to -- F5
The F5 function key is the "Go To" key. If you press the F5 key, you are prompted for the cell to which you wish to go. Enter the cell address, and the cursor jumps to that cell. 1. Press F5. The Go To dialog box opens. Type J3 in the Reference field. Press Enter. Excel moves to cell J3.
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Go to -- Ctrl+G
You can also use Ctrl+G to go to a specific cell. 1. Hold down the Ctrl key while you press "g" (Ctrl+g). The Go To dialog box opens. Type C4 in the Reference field. Press Enter. Excel moves to cell C4.
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Type B10 in the Name box. Press Enter. Excel moves to cell B10.
Select Cells
If you wish to perform a function on a group of cells, you must first select those cells by highlighting them. The exercises that follow teach you how to select.
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Go to cell A1. Hold down the Ctrl key. You won't release it until step 9. Holding down the Ctrl key enables you to select noncontiguous areas of the worksheet. Press the left mouse button. While holding down the left mouse button, use the mouse to move from cell A1 to C5. Continue to hold down the Ctrl key, but release the left mouse button. Using the mouse, place the cursor in cell D7. Press the left mouse button. While holding down the left mouse button, move to cell F10. Release the left mouse button. Release the Ctrl key. Cells A1 to C5 and cells D7 to F10 are selected. Press Esc and click anywhere on the worksheet to remove the highlighting.
Enter Data
In this section, you will learn how to enter data into your worksheet. First, place the cursor in the cell in which you want to start entering data. Type some data, and then press Enter. If you need to delete, press the Backspace key to delete one character at a time.
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Place the cursor in cell A1. Type John Jordan. Do not press Enter at this time.
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Delete Data
The Backspace key erases one character at a time. 1. 2. Press the Backspace key until Jordan is erased. Press Enter. The name "John" appears in cell A1.
Edit a Cell
After you enter data into a cell, you can edit the data by pressing F2 while you are in the cell you wish to edit.
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Move the cursor to cell A1. Click in the formula area of the Formula bar.
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Use the backspace key to erase the "s," "e," and "n." Type ker. Press Enter.
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Move to cell A1. Double-click in cell A1. Press the End key. Your cursor is now at the end of your text.
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Use the Backspace key to erase "r," "e," and "k." Type hnson. Press Enter.
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Wrap Text
When you type text that is too long to fit in the cell, the text overlaps the next cell. If you do not want it to overlap the next cell, you can wrap the text.
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Move to cell A2. Type Text too long to fit. Press Enter.
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Return to cell A2. Choose the Home tab. Click the Wrap Text button . Excel wraps the text in the cell.
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Save a File
This is the end of Lesson1. To save your file: 1. 2. 3. Click the Office button. A menu appears. Click Save. The Save As dialog box appears. Go to the directory in which you want to save your file. Type Lesson1 in the File Name field. Click Save. Excel saves your file.
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Close Excel
Close Microsoft Excel. 1. 2. Click the Office button. A menu appears. Click Close. Excel closes
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Click the Microsoft Office button. A menu appears. Click Excel Options in the lower-right corner. The Excel Options pane appears.
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Click Advanced. If the check box next to After Pressing Enter Move Selection is not checked, click the box to check it. If Down does not appear in the Direction box, click the down arrow next to the Direction box and then click Down. Click OK. Excel sets the Enter direction to down.
EXERCISE 1 Addition
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Type Add in cell A1. Press Enter. Excel moves down one cell. Type 1 in cell A2. Press Enter. Excel moves down one cell. Type 1 in cell A3. Press Enter. Excel moves down one cell. Type =A2+A3 in cell A4. Click the check mark on the Formula bar. Excel adds cell A1 to cell A2 and displays the result in cell A4. The formula displays on the Formula bar.
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Note: Clicking the check mark on the Formula bar is similar to pressing Enter. Excel records your entry but does not move to the next cell.
Subtraction
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Press F5. The Go To dialog box appears. Type B1 in the Reference field. Press Enter. Excel moves to cell B1.
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Type Subtract. Press Enter. Excel moves down one cell. Type 6 in cell B2. Press Enter. Excel moves down one cell. Type 3 in cell B3. Press Enter. Excel moves down one cell. Click the check mark on the Formula bar. Excel subtracts cell B3 from cell B2 and the result displays in cell B4. The formula displays on the Formula bar.
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Multiplication
1. Hold down the Ctrl key while you press "g" (Ctrl+g). The Go To dialog box appears. Type C1 in the Reference field. Press Enter. Excel moves to cell C1 Type Multiply. Press Enter. Excel moves down one cell. Type 2 in cell C2. Press Enter. Excel moves down one cell. Type 3 in cell C3.
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Press Enter. Excel moves down one cell. Click the check mark on the Formula bar. Excel multiplies C1 by cell C2 and displays the result in cell C3. The formula displays on the Formula bar.
Division
1. Press F5. Type D1 in the Reference field. Press Enter. Excel moves to cell D1. Type Divide. Press Enter. Excel moves down one cell. Type 6 in cell D2. Press Enter. Excel moves down one cell. Type 3 in cell D3. Press Enter. Excel moves down one cell. Click the check mark on the Formula bar. Excel divides cell D2 by cell D3 and displays the result in cell D4. The formula displays on the Formula bar.
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AutoSum
You can use the AutoSum button on the Home tab to automatically add a column or row of numbers. When you press the AutoSum button , Excel selects the numbers it thinks you want to add. If you then click the check mark on the Formula bar or press the Enter key, Excel adds the numbers. If Excel's guess as to which numbers you want to add is wrong, you can select the cells you want.
EXERCISE 2 AutoSum
The following illustrates AutoSum:
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Go to cell F1. Type 3. Press Enter. Excel moves down one cell. Type 3. Press Enter. Excel moves down one cell. Type 3. Press Enter. Excel moves down one cell to cell F4. Choose the Home tab. Click the AutoSum button in the Editing group. Excel selects cells F1 through F3 and enters a formula in cell F4.
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Press Enter. Excel adds cells F1 through F3 and displays the result in cell F4.
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Move to cell A2. Type 2. Press the right arrow key. Excel changes the result in cell A4. Excel adds cell A2 to cell A3 and the new result appears in cell A4. Move to cell B2. Type 8. Press the right arrow key. Excel subtracts cell B3 from cell B3 and the new result appears in cell B4. Move to cell C2. Type 4. Press the right arrow key. Excel multiplies cell C2 by cell C3 and the new result appears in cell C4. Move to cell D2. Press the Enter key. Excel divides cell D2 by cell D3 and the new result appears in cell D4.
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EXERCISE 4 Center
To center cells A1 to D1:
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Select cells A1 to D1. Choose the Home tab. Click the Center button in the Alignment group. Excel centers each cell's content.
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Left-Align
To left-align cells A1 to D1:
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Select cells A1 to D1. Choose the Home tab. Click the Align Text Left button in the Alignment group. Excel left-aligns each cell's content.
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Right-Align
To right-align cells A1 to D1:
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Select cells A1 to D1. Click in cell A1. Choose the Home tab. Click the Align Text Right button. Excel right-aligns the cell's content. Click anywhere on your worksheet to clear the highlighting.
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Note: You can also change the alignment of cells with numbers in them by using the alignment buttons.
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Note: Microsoft Excel divides 12 by 2, multiplies the answer by 4, adds 3, and then adds another 3. The answer, 30, displays in cell A7.
To change the order of calculation, use parentheses. Microsoft Excel calculates the information in parentheses first. 1. Double-click in cell A7. Edit the cell to read =(3+3+12)/2*4. Press Enter.
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Note: Microsoft Excel adds 3 plus 3 plus 12, divides the answer by 2, and then multiplies the result by 4. The answer, 36, displays in cell A7.
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Type 1. Press Enter. Excel moves down one cell. Move to cell B9. Type 2. Press Enter. Excel moves down one cell. Type 2. Press Enter. Excel moves down one cell. Type 2. Press Enter. Excel moves down one cell.
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In addition to typing a formula as you did in Lesson 1, you can also enter formulas by using Point mode. When you are in Point mode, you can enter a formula either by clicking on a cell or by using the arrow keys. 1. Move to cell A12. Type =. Use the up arrow key to move to cell A9. Type +. Use the up arrow key to move to cell A10. Type +. Use the up arrow key to move to cell A11. Click the check mark on the Formula bar. Look at the Formula bar. Note that the formula you entered is displayed there.
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You should be in cell A12. Choose the Home tab. Click the Copy button in the Clipboard group. Excel copies the formula in cell A12.
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Press the right arrow key once to move to cell B12. Click the Paste button in the Clipboard group. Excel pastes the formula in cell A12 into cell B12. Press the Esc key to exit the Copy mode.
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Compare the formula in cell A12 with the formula in cell B12 (while in the respective cell, look at the Formula bar). The formulas are the same except that the formula in cell A12 sums the entries in column A and the formula in cell B12 sums the entries in column B. The formula was copied in a relative fashion. Before proceeding with the next part of the exercise, you must copy the information in cells A7 to B9 to cells C7 to D9. This time you will copy by using the Mini toolbar.
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Select cells A9 to B11. Move to cell A9. Press the Shift key. While holding down the Shift key, press the down arrow key twice. Press the right arrow key once. Excel highlights A9 to B11. Right-click. A context menu and a Mini toolbar appear. Click Copy, which is located on the context menu. Excel copies the information in cells A9 to B11.
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Move to cell C9. Right-click. A context menu appears. Click Paste. Excel copies the contents of cells A9 to B11 to cells C9 to C11.
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Now copy the formula from C12 to D12. This time, copy by using keyboard shortcuts. 1. 2. 3. 4. 5. Move to cell C12. Hold down the Ctrl key while you press "c" (Ctrl+c). Excel copies the contents of cell C12. Press the right arrow once. Excel moves to D12. Hold down the Ctrl key while you press "v" (Ctrl+v). Excel pastes the contents of cell C12 into cell D12. Press Esc to exit the Copy mode.
Compare the formula in cell C12 with the formula in cell D12 (while in the respective cell, look at the Formula bar). The formulas are exactly the same. Excel copied the formula from cell C12 to cell D12. Excel copied the formula in an absolute fashion. Both formulas sum column C.
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button.
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The keyboard shortcut for Cut is Ctrl+x. The steps for cutting and pasting with a keyboard shortcut are: 1. 2. 3. 4. Select the cells you want to cut and paste. Press Ctrl+x. Move to the upper-left corner of the block of cells into which you want to paste. Press Ctrl+v. Excel cuts and pastes the cells you selected.
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Click the column F indicator and drag to column G. Click the down arrow next to Delete in the Cells group. A menu appears. Click Delete Sheet Columns. Excel deletes the columns you selected. Click anywhere on the worksheet to remove your selection.
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Click the row 7 indicator and drag to row 12. Click the down arrow next to Delete in the Cells group. A menu appears. Click Delete Sheet Rows. Excel deletes the rows you selected. Click anywhere on the worksheet to remove your selection.
To insert a column: 1. 2. 3. 4. Click on A to select column A. Click the down arrow next to Insert in the Cells group. A menu appears. Click Insert Sheet Columns. Excel inserts a new column. Click anywhere on the worksheet to remove your selection.
To insert rows: 1. 2. 3. 4. Click on 1 and then drag down to 2 to select rows 1 and 2. Click the down arrow next to Insert in the Cells group. A menu appears. Click Insert Sheet Rows. Excel inserts two new rows. Click anywhere on the worksheet to remove your selection.
Create Borders
You can use borders to make entries in your Excel worksheet stand out. You can choose from several types of borders. When you press the down arrow next to the Border button , a menu appears. By making the proper selection from the menu, you can place a border on the top, bottom, left, or right side of the selected cells; on all sides; or around the outside border. You can have a thick outside border or a border with a single-line top and a double-line bottom. Accountants usually place a single underline above a final number and a double underline below. The following illustrates:
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Choose the Home tab. Click the down arrow next to the Borders button . A menu appears. Click Top and Double Bottom Border. Excel adds the border you chose to the selected cells.
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Go to cell B2. Type Sample Worksheet. Click the check mark on the Formula bar. Select cells B2 to E2. Choose the Home tab. Click the Merge and Center button in the Alignment group. Excel merges cells B2, C2, D2, and E2 and then centers the content.
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Note: To unmerge cells: 1. 2. Select the cell you want to unmerge. Choose the Home tab. Click the down arrow next to the Merge and Center button. Click Unmerge Cells. Excel unmerges the cells. A menu appears.
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Choose the Home tab. Click the down arrow next to the Fill Color button . Click the color dark blue. Excel places a dark blue background in the cells you selected.
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Choose the Home tab. Click the down arrow next to the Font box. A list of fonts appears. As you scroll down the list of fonts, Excel provides a preview of the font in the cell you selected. Find and click Times New Roman in the Font box. Note: If Times New Roman is your default font, click another font. Excel changes the font in the selected cells.
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Select cell B2. Choose the Home tab. Click the down arrow next to the Font Size box. A list of font sizes appears. As you scroll up or down the list of font sizes, Excel provides a preview of the font size in the cell you selected. Click 26. Excel changes the font size in cell B2 to 26.
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Select cells B2 to E3. Choose the Home tab. Click the down arrow next to the Font Color button .
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Click Sheet2 in the lower-left corner of the screen. Excel moves to Sheet2.
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Type Bold in cell A1. Click the check mark located on the Formula bar. Choose the Home tab. Click the Bold button Click the Bold button . Excel bolds the contents of the cell. again if you wish to remove the bold.
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Type Italic in cell B1. Click the check mark located on the Formula bar. Choose the Home tab. Click the Italic button Click the Italic button . Excel italicizes the contents of the cell. again if you wish to remove the italic.
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Type Underline in cell C1. Click the check mark located on the Formula bar. Choose the Home tab. Click the Underline button Click the Underline button . Excel underlines the contents of the cell. again if you wish to remove the underline.
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Double Underline
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Type Underline in cell D1. Click the check mark located on the Formula bar. Choose the Home tab. Click the down arrow next to the Underline button button changes to the button shown here and then click Double Underline. Excel double-underlines the contents of the cell. Note that the Underline
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, a D with a double underline under it. Then next time you click the Underline button, you will get a double and then choose Underline.
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underline. If you want a single underline, click the down arrow next to the Double Underline button Click the double underline button again if you wish to remove the double underline.
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Move to cell A6. Type Now is the time for all good men to go to the aid of their army. Press Enter. Everything that does not fit into cell A6 spills over into the adjacent cell.
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Move to cell B6. Type Test. Press Enter. Excel cuts off the entry in cell A6.
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Move to cell A6. Look at the Formula bar. The text is still in the cell.
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Make sure you are in any cell under column A. Choose the Home tab. Click the down arrow next to Format in the Cells group. Click Column Width. The Column Width dialog box appears. Type 55 in the Column Width field. Click OK. Column A is set to a width of 55. You should now be able to see all of the text.
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Place the mouse pointer on the line between the B and C column headings. The mouse pointer should look like the one displayed here Move your mouse to the right while holding down the left mouse button. The width indicator Release the left mouse button when the width indicator shows approximately 20. Excel increases the column width to 20.
Format Numbers
You can format the numbers you enter into Microsoft Excel. For example, you can add commas to separate thousands, specify the number of decimal places, place a dollar sign in front of a number, or display a number as a percent.
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Move to cell B8. Type 1234567. Click the check mark on the Formula bar.
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Choose the Home tab. Click the down arrow next to the Number Format box. A menu appears. Click Number. Excel adds two decimal places to the number you typed.
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. Excel separates thousands with a comma. . Excel adds a dollar sign to your number. to change the number format to four decimal places.
Click the Accounting Number Format button Click twice on the Increase Decimal button
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Move to cell B9. Type .35 (note the decimal point). Click the check mark on the formula bar.
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Choose the Home tab. Click the Percent Style button . Excel turns the decimal to a percent.
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This is the end of Lesson 2. You can save and close your file. See Lesson 1 to learn how to save and close a file
Understanding Functions
Functions are prewritten formulas. Functions differ from regular formulas in that you supply the value but not the operators, such as +, -, *, or /. For example, you can use the SUM function to add. When using a function, remember the following: Use an equal sign to begin a formula. Specify the function name. Enclose arguments within parentheses. Arguments are values on which you want to perform the calculation. For example, arguments specify the numbers or cells you want to add. Use a comma to separate arguments. Here is an example of a function: =SUM(2,13,A1,B2:C7) In this function: The equal sign begins the function. SUM is the name of the function. 2, 13, A1, and B2:C7 are the arguments.
Parentheses enclose the arguments. Commas separate the arguments. After you type the first letter of a function name, the AutoComplete list appears. You can double-click on an item in the AutoComplete list to complete your entry quickly. Excel will complete the function name and enter the first parenthesis.
EXERCISE 1 Functions
The SUM function adds argument values.
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Open Microsoft Excel. Type 12 in cell B1. Press Enter. Type 27 in cell B2. Press Enter. Type 24 in cell B3. Press Enter. Type =SUM(B1:B3) in cell A4. Press Enter. The sum of cells B1 to B3, which is 63, appears.
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Type 150 in cell C1. Press Enter. Type 85 in cell C2. Press Enter. Type 65 in cell C3. Choose the Formulas tab. Click the Insert Function button. The Insert Function dialog box appears.
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Choose Math & Trig in the Or Select A Category box. Click Sum in the Select A Function box. Click OK. The Function Arguments dialog box appears.
12. Type C1:C3 in the Number1 field, if it does not automatically appear.
13. Click OK. The sum of cells C1 to C3, which is 300, appears.
Format worksheet
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Move to cell A4. Type the word Sum. Select cells B4 to C4. Choose the Home tab. Click the down arrow next to the Borders button Click Top and Double Bottom Border. .
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As you learned in Lesson 2, you can also calculate a sum by using the AutoSum button
Calculate an Average
You can use the AVERAGE function to calculate the average of a series of numbers.
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Move to cell A6. Type Average. Press the right arrow key to move to cell B6. Type =AVERAGE(B1:B3). Press Enter. The average of cells B1 to B3, which is 21, appears.
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Move to cell C6. Choose the Home tab. Click the down arrow next to the AutoSum button Click Average. .
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Select cells C1 to C3. Press Enter. The average of cells C1 to C3, which is 100, appears.
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Type Min. Press the right arrow key to move to cell B7. Type = MIN(B1:B3). Press Enter. The lowest number in the series, which is 12, appears.
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Note: You can also use the drop-down button next to the AutoSum button
. 1. Move to cell A8. Type Max. Press the right arrow key to move to cell B8. Type = MAX(B1:B3). Press Enter. The highest number in the series, which is 27, appears.
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Move to cell A9. Type Count. Press the right arrow key to move to cell B9. Choose the Home tab. Click the down arrow next to the AutoSum button . Click Count Numbers. Excel places the count function in cell C9 and takes a guess at which cells you want to count. The guess is incorrect, so you must select the proper cells.
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Select B1 to B3. Press Enter. The number of items in the series, which is 3, appears.
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Click the Sheet2 tab. Excel moves to Sheet2. Move to cell A1. Type Sun. Move to cell B1. Type Sunday. Select cells A1 to B1. Choose the Home tab. Click the Bold button . Excel bolds cells A1 to B1. Find the small black square in the lower-right corner of the selected area. The small black square is called the fill handle. Grab the fill handle and drag with your mouse to fill cells A1 to B14. Note how the days of the week fill the cells in a series. Also, note that the Auto Fill Options button appears.
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Copy Cells
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Click the Auto Fill Options button. The Auto Fill Options menu appears. Choose the Copy Cells radio button. The entry in cells A1 and B1 are copied to all the highlighted cells. Click the Auto Fill Options button again. Choose the Fill Series radio button. The cells fill as a series from Sunday to Saturday again. Click the Auto Fill Options button again. Choose the Fill Without Formatting radio button. The cells fill as a series from Sunday to Saturday, but the entries are not bolded. Click the Auto Fill Options button again. Choose the Fill Weekdays radio button. The cells fill as a series from Monday to Friday.
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Move your mouse pointer over the line that separates column B and C. The Width Indicator appears.
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After you complete the remainder of the exercise, your worksheet will look like the one shown here.
Fill Times
The following demonstrates filling time:
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Type 1:00 into cell C1. Grab the fill handle and drag with your mouse to highlight cells C1 to C14. Note that each cell fills, using military time. Press Esc and then click anywhere on the worksheet to remove the highlighting.
To change the format of the time: 1. 2. Select cells C1 to C14. Choose the Home tab. Click the down arrow next to the number format box Click Time. Excel changes the format of the time. . A menu appears.
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Fill Numbers
You can also fill numbers. Type a 1 in cell D1. 1. 2. 3. Grab the fill handle and drag with your mouse to highlight cells D1 to D14. The number 1 fills each cell. Click the Auto Fill Options button. Choose the Fill Series radio button. The cells fill as a series, starting with 1, 2, 3.
Here is another interesting fill feature. 1. Go to cell E1. Type Lesson 1. Grab the fill handle and drag with your mouse to highlight cells E1 to E14. The cells fill in as a series: Lesson 1, Lesson 2, Lesson 3, and so on.
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Header & Footer Elements Button Page Number Number of Pages Current Time File Path File Name Sheet Name Picture Purpose Inserts the page number. Inserts the number of pages in the document. Inserts the current time. Inserts the path to the document. Inserts the file name. Inserts the name of the worksheet. Enables you to insert a picture.
Both the header and footer areas are divided into three sections: left, right, and center. When you choose a Header or Footer from the Header & Footer Elements group, where you place your information determines whether it appears on the left, right, or center of the printed page. You use the Go To Header and Go To Footer buttons on the Design tab to move between the header and footer areas of your worksheet.
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Choose the Insert tab. Click the Header & Footer button in the Text group. Your worksheet changes to Page Layout view and the Design context tab appears. Note that your cursor is located in the center section of the header area.
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Click the right side of the header area. Click Page Number in the Header & Footer Elements group. When you print your document, Excel will place the page number in the upper-right corner. Click the left side of the Header area. Type your name. When you print your document, Excel will place your name in the upper-left corner. Click the Go To Footer button. Excel moves to the footer area.
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Click the Footer button. A menu appears. Click the path to your document. Excel will place the path to your document at the bottom of every printed page.
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Portrait
Landscape
Paper comes in a variety of sizes. Most business correspondence uses 8 1/2 by 11 paper, which is the default page size in Excel. If you are not using 8 1/2 by 11 paper, you can use the Size option on the Page Layout tab to change the Size setting.
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Choose the Page Layout tab. Click Margins in the Page Setup group. A menu appears. Click Wide. Word sets your margins to the Wide settings.
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Choose the Page Layout tab. Click Orientation in the Page Setup group. A menu appears. Click Landscape. Excel sets your page orientation to landscape.
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Choose the Page Layout tab. Click Size in the Page Setup group. A menu appears. Click the paper size you are using. Excel sets your page size.
Print
The simplest way to print is to click the Office button, highlight Print on the menu that appears, and then click Quick Print in the Preview and Print the Document pane. Dotted lines appear on your screen, and your document prints. The dotted lines indicate the right, left, top, and bottom edges of your printed pages. You can also use the Print Preview option to print. When using Print Preview, you can see onscreen how your printed document will look when you print it. If you click the Page Setup button while in Print Preview mode, you can set page settings such as centering your data on the page. If your document is several pages long, you can use the Next Page and Previous Page buttons to move forward and backward through your document. If you check the Show Margins check box, you will see margin lines on your document. You can click and drag the margin markers to increase or decrease the size of your margins. To return to Excel, click the Close Print Preview button. You click the Print button when you are ready to print. The Print dialog box appears. You can choose to print the entire worksheet or specific pages. If you want to print specific pages, enter the page numbers in the From and To fields. You can enter the number of copies you want to print in the Number of Copies field.
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Click the Office button. A menu appears. Highlight Print. The Preview and Print The Document pane appears. Click Print Preview. The Print Preview window appears, with your document in the center.
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Click the Page Setup button in the Print group. The Page Setup dialog box appears. Choose the Margins tab. Click the Horizontally check box. Excel centers your data horizontally. Click the Vertically check box. Excel centers your data vertically. Click OK. The Page Setup dialog box closes.
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Click the Print button. The Print dialog box appears. Click the down arrow next to the name field and select the printer to which you want to print. Click OK. Excel sends your worksheet to the printer.
This is the end of Lesson 3. You can save and close your file
Create a Chart
To create the column chart shown above, start by creating the worksheet below exactly as shown.
After you have created the worksheet, you are ready to create your chart.
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2. 3. 4. Select cells A3 to D6. You must select all the cells containing the data you want in your chart. You should also include the data labels. Choose the Insert tab. Click the Column button in the Charts group. A list of column chart sub-types types appears. Click the Clustered Column chart sub-type. Excel creates a Clustered Column chart and the Chart Tools context tabs appear.
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Click your chart. The Chart Tools become available. Choose the Design tab. Click the Quick Layout button in the Chart Layout group. A list of chart layouts appears. Click Layout 5. Excel applies the layout to your chart.
Add Labels
When you apply a layout, Excel may create areas where you can insert labels. You use labels to give your chart a title or to label your axes. When you applied layout 5, Excel created label areas for a title and for the vertical axis.
Before
1.
After
Select Chart Title. Click on Chart Title and then place your cursor before the C in Chart and hold down the Shift key while you use the right arrow key to highlight the words Chart Title. Type Toy Sales. Excel adds your title. Select Axis Title. Click on Axis Title. Place your cursor before the A in Axis. Hold down the Shift key while you use the right arrow key to highlight the words Axis Title. Type Sales. Excel labels the axis. Click anywhere on the chart to end your entry.
2.
3.
4.
5.
Switch Data
If you want to change what displays in your chart, you can switch from row data to column data and vice versa.
Before
1. 2. 3. Click your chart. The Chart Tools become available. Choose the Design tab. Click the Switch Row/Column button in the Data group. Excel changes the data in your chart.
After
1. 2.
Click your chart. The Chart Tools become available. Choose the Design tab. Click the More button in the Chart Styles group. The chart styles appear.
3.
4.
1. 2.
Use the handles to adjust the size of your chart. Click an unused portion of the chart and drag to position the chart beside the data.
1. 2. 3.
Click your chart. The Chart Tools become available. Choose the Design tab. Click the Move Chart button in the Location group. The Move Chart dialog box appears.
4. 5.
Click the New Sheet radio button. Type Toy Sales to name the chart sheet. Excel creates a chart sheet named Toy Sales and places your chart on it.
1. 2. 3. 4. 5. 6.
Click your chart. The Chart Tools become available. Choose the Design tab. Click Change Chart Type in the Type group. The Chart Type dialog box appears. Click Bar. Click Clustered Horizontal Cylinder. Click OK. Excel changes your chart type.
You have reached the end of Lesson 4. You can save and close your file
Getting Started Understanding Security The Navigation Pane The Microsoft Office Button The Quick Access Toolbar The Title Bar The Ribbon Access Objects Change Views Close a Database and Exit Access Create a Database Create a Blank Database
Understanding Tables Name and Save a Table Understanding Data Types Explicitly Assign Data Types and Formats Understanding Design View Create a Lookup Column
Enter Records
Hide Columns Freeze Columns Format a Table Compute Totals Find and Replace Create Relationships
Open Tables or Queries in Query Design View Display All Records and All Fields Change from Datasheet View to Query Design View Retrieve a Single Column Retrieve Multiple Columns Sort a Query Sort Multiple Columns in a Query Retrieve Specific Records Apply Multiple Criteria Create a Query That Uses Two or More Tables Save a Query Modify a Query Use a Query to Make a Table Create a Parameter Query
Using the Form Button Create a Split Form Create a Multiple Items Form Modify a Form
Use the Report Button Use the Report Wizard Modify a Report Create Mailing Labels Print a Report
Getting Started
You use windows to interact with Access. To begin, start Access 2007. You screen will look similar to the one shown here.
Northwind is a sample database you can download from the Microsoft website. I will use the Northwind database to introduce you to Access windows. If the Northwind database is already on your system, open it, otherwise download it and then open it.
To open Northwind:
1. 2. 3. 4. Click the Microsoft Office button. A menu appears. Click Open. The Open dialog box appears. Locate the Northwind database. Click the Open button. Access opens the Northwind database.
To download Northwind, connect to the Internet and then follow these steps:
1. 2.
Click Sample. The Northwind 2007 icon appears in the center of the window. Click the Northwind icon.
3. 4. 5. 6.
Click the Browse button. The File New Database window appears. Locate the folder in which you want to save the Northwind database. Click OK. The File New Database window closes. Click Create. Access creates the Northwind database and opens it.
Understanding Security
It is possible for an Access database to contain malicious code, such as a computer virus. Access has security settings that disable code and display a security warning when you open a database. If you know a database is trustworthy, you can perform the following steps to enable it. You may need to enable the Northwind database.
To enable a database:
1. 2. 3.
Click the Options button. The Microsoft Office Security Options dialog box appears. Click Enable This Content. Click OK. Access enables the content. If you are enabling the Northwind database, the Login dialog box appears.
4.
If you know a database is safe, you can store it in a trusted location. Databases stored in trusted locations do not require you to enable security.
10. 11.
to open it. The arrows change to double left-arrows to close it. The arrows change to double right-arrows
. .
In this example, the objects are organized by type, which is not the default setting. You may want to organize the objects in your database by type also. You can use the downarrow on the top of the Navigation pane to change the manner in which objects are organized.
2.
The Access window with the Northwind database open is shown here.
Note: Your window probably does not look exactly like the one shown. In Access 2007, the window display depends on the size of the window, the size of your monitor, and the resolution to which your monitor is set. Resolution determines how much information your computer monitor can display. If you use a low resolution, you can fit less information on your screen, but the size of your text and images are larger. If you use a high resolution, you can fit more information on your screen, but the size of the text and images are smaller. Also, you can use settings in Access 2007, Windows Vista, and Windows XP to change the color and style of your windows.
In the upper-left corner of the Access window is the Microsoft Office button. When you click the button, a menu appears. You can use the menu to create a new file, open an existing file, save a file, and perform many other tasks.
Next to the Microsoft Office button is the Quick Access toolbar. The Quick Access toolbar provides you with access to commands you frequently use. By default, Save, Undo, and Redo appear on the Quick Access toolbar. You use Save to save an object, Undo to roll back an action you have taken, and Redo to reapply an action you have rolled back.
The Title bar is located at the top in the center of the Access window. The Title bar displays the name of the database on which you are currently working.
The Ribbon
You use commands to tell Access what to do. In Access 2007, you use the Ribbon to issue commands. The Ribbon is located near the top of the Access window, below the Quick Access toolbar. At the top of the Ribbon are several tabs; clicking a tab displays related command groups. Within each group are related command buttons. You click buttons to issue commands or to access menus and dialog boxes. You may also find a dialog box launcher box launcher , a dialog box makes additional commands available. in the bottom-right corner of a group. When you click the dialog
Access Objects
You click the double down-arrows You click the double up-arrows
to view objects. The double down-arrows change to double up-arrows to hide objects. The double up-arrows change to double down-arrows .
As stated earlier, the Navigation pane stores the objects in your database: tables, queries, forms, reports, macros, and modules. Objects always display with an icon to the right. The icon tells you the object type: table, query, form, report, macro, and module.
Tables
Queries
Forms
Reports
Macros
Objects In Access, data is stored in tables. A table is a set of columns and rows, with each column referred to as a field. Each value in a field represents a single type of data. Each row of a table is referred to as a record. You use queries to retrieve specific data from your database and to answer questions about your data. For example, you can use a query to find the names of the employees in your database who live in a particular state. Forms give you the ability to choose the format and arrangement of fields. You can use a form to enter, edit, and display data. Reports organize or summarize your data so you can print it or view it onscreen. You often use reports when you want to analyze your data or present your data to others. Macros give you the ability to automate tasks. You can use a macro to add functionality to a form, report, or control.
Modules
Like macros, modules give you the ability to automate tasks and add functionality to a form, report, or control. Macros are created by choosing from a list of macro actions, whereas modules are written in Visual Basic for Applications.
You double-click an object to open the object. You right-click an object to view a menu of options. You can use the menu to do such things as open objects, rename objects, and delete objects. Objects that are open appear on tabs. Right-click a tab to view a menu of options you can perform, such as save the object, close the object, or change the view.
Change Views
A view is a way of looking at an object. For example, in Access, data is stored in tables. Two of the possible ways you can view a table are Datasheet view and Design view. You can see the data contained in a table in Datasheet view. You can see the design of a table in Design view. When you open an object, buttons appear in the lower-right corner of the Access window. You can use the View button on the Home tab to change views, or you can click the proper button in the lower-right corner of the window.
To close a database:
1. 2. Click the Microsoft Office button. A menu appears. Click Close Database. Access closes the database.
To exit Access:
1. 2. Click the Microsoft Office button. A menu appears. Click Exit Access. You exit Access.
Create a Database
When you start Access, the Getting Started With Microsoft Office Access screen appears. You can use this screen to create a database. Within a database, you can do such things as enter data, create reports, and retrieve data. You can create a blank database or you can use one of the templates provided by Microsoft. When you use a template, Access creates forms you can use to enter data, reports you can use to retrieve data, and more. You can modify the forms, reports, and other objects to suit your needs. This tutorial will teach you how.
The following templates are included with Access: Assets, Contacts, Events, Faculty, Issues, Marketing Projects, Projects, Sales Pipeline, Students, and Tasks. Other templates are available online. Each template creates a database related to the title. For example, the Faculty template creates a faculty database that includes tables, queries, forms, and reports related to faculty. In Access, you use tables to store data, queries to retrieve data, forms to enter data, and reports to display data.
1. 2. 3. 4. 5. 6. 7.
Start Access. The Getting Started With Microsoft Office Access screen appears. Click Local Templates. Icons representing local templates appear in the center of the window. Click the icon for the template you want to use. Click the Browse button. The File New Database window appears. Locate the folder in which you want to store your database. Click OK. Click Create. Access creates and opens your database.
8.
Open the Navigation pane. Access displays the tables, queries, forms, reports and other objects related to the database you selected. You may wish to display the objects by type.
How do I create a database based on the templates that are found online? Online templates fall into the following categories: Business, Education, Personal, and Non-profit. To create a database based on one of these templates: 1. 2. 3. 4. Start Access. The Getting Started With Microsoft Office Access screen appears. Make sure you are connected to the Internet. Click the category for the template you want to create. Icons representing Internet templates appear in the center of the window. Click the icon for the template you want to use to create your database. Click the Browse button . Locate the folder in which you want to store your database. Click Download. Access prompts you. Click Continue. Access downloads and opens your database. Open the Navigation pane. Access displays the tables, queries, forms, reports, and other objects related to your database.
5.
6. 7.
8.
9.
How do I open an existing database? 1. 2. 3. Click the Office button. A menu appears. Click Open. Locate the folder in which you stored your database. Click the database name. Click Open. Access opens the database.
4.
5.
Tip: You can also open an existing database by pressing Ctrl-O and then following steps 3 through 5.
1.
Start Access.
2. 3. 4. 5. 6. 7.
Click Blank Database. Type the name you want to give your database in the File Name field. Access will automatically append .accdb to the name. Click the Browse button. The File New Database window appears. Locate the folder in which you want to store your database. Note that the name of the file appears in the File Name field. Click OK. Click the Create button. Access creates the database and opens a datasheet with the Table Tools available to you.
What is a Datasheet? In Access, data is stored in tables. A datasheet displays the information stored in a table in columns and rows. The columns are called fields and the rows are called records. You can use a datasheet to create a table, enter data, retrieve data, and perform other tasks
Understanding Tables
A table is a set of columns and rows. Each column is called a field. Within a table, each field must be given a name and no two fields can have the same name. Each value in a field represents a single category of data. For example, a table might have three fields: Last Name, First Name, and Phone Number. The table consists of three columns: one for last name, one for first name, and one for phone number. In every row of the table, the Last Name field contains the last name, the First Name field contains the first name, and the Phone Number field contains the phone number. Each row in a table is called a record.
All of the data in a table should refer to the same subject. For example, all of the data in the Employees table should refer to employees, all of the data in the Students table should refer to students, and all of the data in the Courses table should refer to courses. You can view an Access database as a collection of related tables. For example, in a database that contains tables for Employees, Students, and Courses, the Employees table lists the employees, the Students table lists students, and the Courses table lists the courses students can take. After Access creates a blank database, it opens in Datasheet view and makes available the tools you need to create a table. Datasheet view displays a table as a set of columns and rows. When you view a blank database for the first time in Datasheet view, you see a column named ID. This column is by default the primary key field. A primary key is a field or combination of fields that uniquely identify each record in a table. No two records in a table should have the same values in every field. For example, the following should not occur in a table.
Last Name
First Name
City
Smith Smith
John John
Jonestown Jonestown
In the real world, it is possible to have two people from the same city with the same first and last name. In cases like this, you can use the ID field as the primary key field and use it to make each record unique. The ID field has a data type of AutoNumber; as a result, Access automatically creates a unique number for each record in the database. The resulting table will look like the one shown here.
ID 1 2
Access provides several methods for creating a table. One method is to use the Rename option with the Add New Field column label to give each column the field name you want it to have and then to type or paste your data into the table. Field names can include letters, numbers, and spaces and can be up to 64 characters long. When choosing a field name, try to keep it short. When you save your table for the first time, Access gives you the opportunity to name your table. Each table name must be unique; hence, two tables in the same database cannot have the same name. The table name should describe the data in the table; can consist of letters, numbers, and spaces; and can be up to 64 characters long. When choosing a table name, try to keep it short. You can save a table by clicking the Save button on the Quick Access toolbar or by right-clicking the Tables tab and then choosing Save from the menu that appears.
1. 2. 3. 4. 5. 6. 7. Or 1. 2. 3. 4. 5.
Click the Add New Field column label. Activate the Datasheet tab. Click Rename in the Fields & Columns group. Type the field name. Press Enter. Access creates the field. Type the next field name. Access creates the field. Continue until you have created all of the fields in your table. Press Enter without entering a field name to end your entries.
Right-click the Add New Field column label. A menu appears. Click Rename Column. Type the field name. Press Enter. Access creates the field. Type the next field name. Access creates the field. Continue until you have created all of the fields in your table.
1. 2. 3.
Click the Save button on the Quick Access toolbar. The Save As dialog box appears. Type the name you want to give your table. Click OK. Access names your table.
Tip: You can use the Rename option at any time to rename any column. For example, you can rename the ID column Employee ID.
Data Types Data Type Text Use Notes Alphanumeric data. Use for . text and for numbers that are not used in mathematical calculations. Use for names, addresses, and other relatively short pieces of text. Can store up to 255 characters. Long text. Use for long pieces of text, such as notes and long descriptions. Can store up to 64,000 characters. Numeric data. Use for If you are working numbers you want to use in with currency, use mathematical calculations. the currency type. Use for dates and times. Use for currency. Unique sequential numbers or random numbers automatically inserted when you create a record. Use to create a primary key. Logical data. Use when only one of two values is valid. Prevents rounding during calculation.
Memo
Number
Yes/No
Yes/No, True/False, etc. Hyperlink Attachment OLE Object Use to store hyperlinks. Use to store attachments. Use to attach an OLE object such as a Word document, Excel spreadsheet, or PowerPoint presentation.
After you create the fields for a table, you can enter data by typing in each field. As you type, Access assigns a data type to each field based on your entry.
Assigned Data Types Sample Entry Smith http://www.website.com 10000 10,000 10,000.99 10000.999 Data Type Assigned Text Hyperlink Number, Long Integer Number, Long Integer Number, Double Number, Double
01/01/2009 Date/Time The date and time formats recognized are those of your user locale. January 1, 2009 12:10:33 12:30 am 16:50 100.50 25.00% 1.23E+02 Date/Time Date/Time Date/Time Date/Time Number, Double Number, Double Number, Double
Regional Settings for English (United States) Number Currency Time Short Date Long Date 123,456,789.00 $123,456,789.00 3:39:44 PM 7/28/2008 Monday, July 28, 2008
Use the Windows Control panels Regional and Language options to view or change regional settings.
Data Types Data Type Number Format General Number Currency Euro Fixed Standard Percent Scientific Currency General Number Currency Euro Fixed Standard Percent Scientific Date/Time General Date How Numbers Display As typed. Uses thousands separator. Follows regional settings. Uses currency format with Euro symbol. Displays at least one digit. Follows regional settings. Uses thousands separator. Follows regional setting. Converts entry to percent. Uses scientific notation. As typed. Uses thousands separator. Follows regional settings. Uses currency format with Euro symbol. Displays at least one digit. Follows regional settings. Uses thousands separator. Follows regional setting. Converts entry to percent. Uses scientific notation. Date values display as numbers and time values as hours, minutes, and seconds followed by AM or PM. Follows regional settings. Uses the Long Date format specified in your Windows regional settings. Uses dd/mmm/yy, using the date separator specified in your Windows regional settings. Uses the Short Date format specified in your Windows regional settings. Uses hours, minutes, and seconds followed by AM or PM. Uses the separator specified in the Time setting in your Windows regional settings. Displays hours and minutes followed by AM or PM. Uses the separator specified in the Time setting in your Windows regional settings. Uses hours and minutes. Uses the separator specified in the Time setting in your Windows regional settings. Yes/No True/False On/Off
Medium Time
Short Time
Yes/No
1. 2. 3. 4.
Click the field label for the field to which you want to assign a data type. Activate the Datasheet tab. Click the down-arrow next to the Data Type field and then choose a data type. Click the down-arrow next to the Format field and then choose a format. Access assigns a data type and format to the field you selected.
Tip: If you want every record in a field to be unique, check the Unique box on the Datasheet tab in the Data Type & Formatting group. If you do not want the user to leave a field blank, check the Is Required box.
Tip: In the Data Type & Formatting group, there are several formatting options you can apply to numbers. If you want to use the Currency format, click the Currency button ; if you want to use the Percent format, click the Percent button ; if you want to use a Comma number format, click the Comma button or Decrease Decimal button . ; or if
you want to increase or decrease the number of decimal place, click the Increase Decimal
Tip: You can create a new table at any time by activating the Create tab and then clicking Table.
Design View Options Field Property Field Size Data Type Text Comments Enables you to restrict the number of characters stored in a text field to 0 to 255 characters. The default is 255. Enables you to select the type of number stored in a field. Values Stored 0 to 255. (No fractions) 9.999... x 1027 through +9.999... x 1027 32,768 to +32,767 (No fractions) 2,147,483,648 to
+2,147,483,647 Single 3.4 x 1038 to +3.4 x 1038 numeric floating point values. Up to seven significant digits. 1.797 x 10308 to +1.797 x 10308 1038 numeric floating point values. Up to fifteen significant digits. Globally Unique Identifier (GUID). Used by Access to establish a unique identifier for replication. Determines how numbers display. When you use the currency, fixed, standard, and percent formats. Access follows the settings specified in Regional Settings in the Windows Control Panel for negative amounts, decimal and currency symbols, and decimal places. Displays as typed. Uses thousands separator. Follows regional setting. Uses currency format with Euro symbol. Displays one digit. Follows regional settings. Uses thousands separator. Follows regional settings. Converts entry to percent. Uses scientific notation. Displays date and time. Example: 01/02/99, 06:28:21 PM Displays Day of Week and Date: Example: Saturday, January 02, 1999 Example: 02-Jan-99 Example: 01/02/99 Example: 6:28:21 PM Example: 6:28 PM Example: 18:28 Text character required. Text character not required. Changes all characters to lowercase. Changes all characters to uppercase. If the Lookup Display Control is a text box, displays Yes/No. If the Lookup Display Control is a text box, displays True/False. If the Lookup Display Control is a text box, displays On/Off.
Double
Replication ID
Format
Number
Currency Number
Date/Time
Medium Date Short Date Long Time Medium Time Short Time Text and Memo @ & < > Yes/No Yes/No True/False On/Off
Decimal Places
Auto. Number of decimals displayed depends on the format setting. 015. Used with format property. Determines the number of digits that display to the right of the decimal point.
Input Mask
Special characters used to control the values the user can input. Field name displayed on forms. Sets the value that appears in the field by default when a record is created. Sets the requirements for user input. Text for error messages that are sent when validation rules are broken. Specifies whether the field is required or not. Determines whether a zero-length field is a valid entry. Yes: Required No: Not Required Yes: Is valid No: Not valid
Caption
Default Value
Index
Specifies whether an Yes: Create index. index should be created No: Do not create index. in a field. Indexes speed up queries.
1. 2.
Activate the Create tab. Click Table Design in the Tables group. Access changes to Design view and the Table Tools become available.
3. 4. 5. 6. 7.
Type the first field name in the Field Name field. Press the Tab key. Click the down-arrow that appears when you click in the Data Type field and then select a data type. Click Primary Key if the column you created is a primary key. A small key appears next to the field name. Press the Tab key.
8. 9. 10.
Type a description. The description is optional. Press the Tab key. Access moves to the Field Name field. Repeat steps 3 through 10 until you have created all of your fields.
1. 2. 3. 4.
Click the field for which you want to set the field properties. Activate the General tab in the Field Properties area. Set the properties you want to set. Repeat steps 1 through 3 until you have set all the properties for all fields.
You can use Design view to create or modify a table. After you finish the task, you must save the table by clicking the Save button on the Quick Access toolbar. 1. 2. 3. Click the Save button on the Quick Access toolbar. Access saves the table unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. Type the name you want to give your table. Click OK. Access saves the table. You can now access the table by using the Navigation pane.
What are views? Views are different ways of looking at the same object. Tables have four views: Datasheet view, Pivot Table view, Pivot Chart view, and Design view. You use Datasheet view to create a table, edit data, or view data; Pivot Table view to create a pivot table; Pivot Chart view to create a pivot chart; and Design view to create a table or modify an existing table.
Tip: You can also use a template to create a table. Access has several templates from which you can choose. When using a template, you create the table and then modify it to suit your needs. 1. 2. 3. Activate the Create tab. Click the Table Templates button in the Tables group. A menu appears. Click the template you want to use. Access creates a table based on the template.
Departments Department ID Primary Key 1 2 3 4 5 Administration Computer Science English History Math Department
Access has a wizard to help you create lookup columns. Creating a Lookup column creates a relationship between two tables. See the section Create Relationships in Lesson 3 to learn more about relationships.
To use the Lookup Wizard to create a lookup column: Open the Lookup Wizard
1. 2. 3. 4. 5.
Open the table to which you want to add a lookup column. Click the field label for the field before which you want to add a lookup column. Activate the Datasheet tab. (You must be in Datasheet view.) Click the Lookup Column button in the Fields & Columns group. The Lookup Wizard appears. Make sure the radio button next to I want the lookup column to look up the values in a table or query. is selected.
6.
1. 2. 3.
Click a radio button to select what you want to base your lookup column on. Choose from Tables, Queries, or Both. Click to select the table or query you want. Click Next. The Lookup Wizard moves to the next page.
Select fields
You choose the fields you want to appear in your lookup column. Be sure to include the primary key.
1.
Click the field you want. Click the single right-arrow button . Access places the field in the Selected Fields column. Repeat this process to select additional fields. If you want all the fields in the table, click the double right-arrow button . Note: Use the single left-arrow and the double left-arrows to deselect fields. Click Next. The Lookup Wizard moves to the next page.
2.
3.
Sort fields
The Lookup Wizard allows you to sort the records in a lookup column. You can display records in order, either ascending (alphabetical from A to Z, lowest number to highest number, earliest date to latest date) or descending (alphabetical from Z to A, highest number to lowest number, latest date to earliest date). You can also sort within a sort. For example, you can sort by state and then within each state by city, and then within each city by street address. If you are creating a sort within a sort, create the highest level sort on line one, the next level sort on line two, and so on. In the state, city, and street address example, you create the state on line one, the city on line two, and the street address on line three.
1. 2. 3.
Click the down-arrow and then select the field you want to sort by. Click to select a sort direction (the button toggles between ascending and descending). You can sort within a sort for up to four levels. Click Next. The Lookup Wizard moves to the next page.
1. 2. 3.
Deselect Hide Key Column, if you wish. Adjust the column widths by dragging or double-clicking the right vertical border for the column. Click Next. The Lookup Wizard moves to the next page.
Specify the Key Field (if you deselected Hide Key Column)
A key field is a field that uniquely identifies a record. If you deselected Hide Key column, you must tell Access which field is the key field.
1. 2.
Click the key field. Click Next. The Lookup Wizard moves to the next page.
1. 2. 3.
Type the name you want to give the column. Click if you want to allow multiple values in the field. Click Finish. Access creates the lookup column.
How do I create a lookup column by typing a list? 1. 2. 3. 4. 5. 6. 7. 8. 9. Activate the Datasheet tab. (These instructions assume you are in the Datasheet view.) Click the Lookup Column button in the Fields & Columns group. The Lookup Wizard appears. Click the radio button next to I will type the values I want. Click Next. The Lookup Wizard moves to the next page. Type the number of Columns you want in the Number Of Columns field. Type the values you want under the column heading. Click Next. The Lookup Wizard moves to the next page. Type the column label you want. Click Finish. Access creates a lookup column based on your list
Enter Records
After you have created a table, you can enter data into it.
Press the Tab key. When you make an entry into another field in the record, Access will automatically make an entry into the AutoNumber field.
1. 2. 3.
Click the down-arrow that appears when you click in the field. Click to select the entry you want. Press the Tab key.
Click the checkbox for Yes; leave the checkbox unchecked for No.
1. 2.
Double-click in the attachment field. The Attachments dialog box appears. Click Add. The Choose File dialog box appears.
3. 4.
Click the file you want to add. Click Open. The Choose File dialog box closes.
5.
Select the date from the calendar that appears to the left of the field when you click in the field. You click the calendar to open it. Use the left-arrow at the top of the calendar to move to the previous month; use the right-arrow at the top of the calendar to move to the next month. When you reach the proper month, click the proper date.
1. 2.
Right-click in the field. A menu appears. Click Insert Object. The Microsoft Office Access dialog box appears.
Create New:
3.
Click the Create New radio button if you want to create a new object.
a.
b. c.
Click the object type you want to create. Click OK. Access opens the program for the object type you selected. You can create the object. Create the object and then close the program for the object type you selected. Access links to the object.
3.
Click the Create From File radio button if you want to use an existing file. a. Type the path to the file or click the Browse button and locate the file. b. Click OK. Access links to the object.
1. 2. 3.
Activate the External Data tab. Click the Excel button in the Import group. The Get External Data Excel Spreadsheet Wizard appears. Click the Browse button. The File Open window appears.
4.
Locate the spreadsheet you want to import. Click the Open button. The path to the file you selected appears in the File Name field. Click OK. Access moves to the next page.
5.
6.
1. 2. 3.
Click Show Worksheets to import a worksheet, or click Show Named Ranges to import a named range. Click the worksheet or named range you want to import. Click Next. Access moves to the next page.
1. 2.
Click First Row Contains Column Headings if the first row of your Excel spreadsheet contains column headings. Click Next. Access moves to the next page.
1.
2.
Click a column heading to select a column. a. Type the Access tables column heading in the Field Name field. b. Choose a Data type. c. Indicate if the field should be indexed and, if so, select the type of index. d. Check the Do Not Import Field box for any column you do not want to import. Click Next. Access moves to the next page.
You can let Access assign the primary key, choose the primary key yourself, or have no primary key by selecting the correct option on this page. 1. 2. Click to choose the proper radio button. If you want Access to add the primary key, click Let Access Add Primary key. If you want to add the primary key, click Choose My Own Primary Key and then click the down-arrow and select the field you want to use as the key field. If you do not want to add a primary key, click No Primary Key. Click Next. Access moves to the next page.
1. 2. 3.
Type the name you want to give your table. Click Finish. Access moves to the next page. Click Close. Access imports the table.
Modify a Table
After you create a table, you may need to modify it. You can delete columns, insert columns, or move columns. Delete Columns The Delete option permanently deletes columns and all the data contained in them. You cannot undo a column delete.
To delete columns:
1. 2. 3. 4.
Click and drag to select the columns you want to delete. Activate the Datasheet tab. Click Delete in the Fields & Columns group. A prompt appears. Click Yes. Access deletes the columns you selected.
Insert Columns The Insert option inserts a column before the selected column.
To insert a column:
1. 2. 3.
Click the column head of the column before which you want to insert a column. Activate the Datasheet tab. Click Insert in the Fields & Columns group. Access inserts a new column.
Tip: If you right-click a column label, you can use the menu that appears to insert or delete columns.
To delete a column:
1. 2. Right-click the column head you want to delete. A menu appears. Click Delete Column.
To insert a column:
1. 2. Right-click the column head before which you want to insert a column. A menu appears. Click Insert Column.
Move a Column You can use the Move option to move a column from one location to another.
To move a column:
1. 2. 3. 4. Move your mouse pointer over the horizontal line under the column label. Your mouse pointer turns into a four sided arrow. Press your left mouse button Click and drag the field to the new location. A dark line appears at the new location. Release you left mouse button. Access moves the column.
1. 2. 3.
Activate the Home tab. Click the Go To button in the Find group. A menu appears. Click First to go to the first record, Previous to go to the previous record, Next to go to the next record, Last to go to the last record, or New to create a new record.
Tip: You can also create a new record by choosing the Home tab and then clicking New in the Records group.
1 2 3 4 5 6
Go to First Record Go to Previous Record The Current Record Go to Next Record Go to Last Record Create a New (Blank) Record
Delete a Record
If enter a record by error, you can delete it.
To delete a record:
1. 2. 3. 4. Or Select the record you want to delete. Activate the Home tab. Click Delete in the Records group. A prompt appears. Click the Yes button.
Select the record you want to delete. Right-click. A menu appears. Click Delete Record. A prompt appears. Click the Yes button.
Sort a Table
By sorting, you can put a column of information in alphabetical, numerical, or date order. You can sort in ascending order (alphabetical from A to Z, lowest number to highest number, earliest date to latest date) or descending order (alphabetical from Z to A, highest number to lowest number, latest date to earliest date). You can also sort within a sort. For example, you can sort by state and then sort within each state by city. When sorting within a sort, perform the innermost sort first. For example, if you are sorting by state and then city, sort the city first and then sort by state.
To add a sort:
1. 2.
Click the column label for the column you want to sort. Activate the Home tab. Click the Ascending or Descending button in the Sort & Filter group. Access sorts the column in ascending or descending order.
3.
To remove a sort:
1. Activate the Home tab. Click the Clear All Sorts button in the Sort & Filter group. Access clears all of the sorts you have applied.
2.
Filter a Table
You can apply a filter to see only the records you want to see. For example, perhaps your database contains students from the states of DE, NJ, and PA and you only want to see the students from DE. You can filter your data so only DE students display. Each time you apply a filter to a column, it replaces any previous filter you applied to that column. For example, if you apply a filter so you only see students in DE, and later you apply a filter so you only see students in NJ, Access clears the DE filter and then applies the NJ filter. You can apply filters to multiple columns in the same table. For example, by applying a filter first to the State field and then to the Last Name field, you can see all of the students in the state of DE whose last names are Adams.
To apply a filter:
1. 2. 3. 4. 5.
Click the column label for the column you want to filter. Activate the Home tab. Click the Filter button. A menu appears. Uncheck the items you do not want to appear, making sure only the items you want are checked. Click OK. Access filters your data and displays the word Filtered at the bottom of the window.
To remove a filter:
1. 2. 3. Activate the Home tab. Click Advanced in the Sort & Filter group. A menu appears. Click Clear All Filters. Access clears all the filters you have applied.
Tip: After you apply a filter, you can use the Toggle Filter button to toggle the application of the filter on and off.
Text Filters Equals Finds every record in the table where the fields value equals the value you enter.
Finds every record in the table where the fields value does not equal the value you enter. Finds every record in the table where the fields value begins with the value you enter. Finds every record in the table where the fields value does not begin with the value you enter. Finds every record in the table where the fields value contains the value you enter. Finds every record in the table where the fields value does not contain the value you enter. Finds every record in the table where the fields value ends with the value you enter. Finds every record in the table where the fields value does not end with the value you enter.
Begins With
Contains
Ends With
Number Filters Equals Finds every record in the table where the fields value equals the value you enter. Finds every record in the table where the fields value does not equal the value you enter. Finds every record in the table where the fields value is less than the value you enter. Finds every record in the table where the fields value is greater than the value you enter. Finds every record in the table where the fields value is between the values you enter.
Less Than
Greater Than
Between
Date Filters Equals Finds every record in the table where the fields value equals the date you enter. Finds every record in the table where the fields value does not equal the date you enter. Finds every record in the table where the fields value is before the date you enter.
Before
Greater Than
Finds every record in the table where the fields value is greater than (comes after) the date you enter. Finds every record in the table where the fields date is between the dates you enter. Finds every record in the table where the fields date is in the period you enter.
Between
1. 2. 3. 4. 5.
Click the Last Name column label. Activate the Home tab. Click the Filter button. A menu appears. Click the Text Filters option. A menu appears. Click the option you want. A Custom Filter dialog box appears.
6. 7.
Enter the appropriate information. Click OK. Access filters your data and displays the word Filtered at the bottom of the window.
Hide Columns
There may be times when you may not want to display a certain column or set of columns. In such cases, you can temporarily hide the column or columns from view. Later, if you want to display them column again, you can unhide them.
To hide columns:
1. 2. 3. 4.
Select the columns you want to hide. Activate the Home tab. Click the More button in the Records group. A menu appears. Click Hide Columns. Access hides the columns you selected.
In the figure, the Birth Date, Street Address, City, State, and Zip fields are hidden. Or 1. 2. 3. Select the columns you want to hide. Right-click. A menu appears. Click Hide Columns.
To unhide columns:
1. 2. 3. 4. 5. or Activate the Home tab. Click the More button in the Records group. A menu appears. Click Unhide Columns. The Unique Columns dialog box appears. Select the column you want to display. Click Close. Access displays the columns you chose.
1. 2. 3. 4.
Right-click any column label. A menu appears. Click Unhide columns. Select the columns you want to display. Click the Close button. Access displays the columns you selected.
Freeze Columns
If your table has a large number of columns, you may want to freeze columns so the frozen columns stay in view as you scroll across the page. For example, if you have a Students table and you want the Student Number, First Name, and Last Name to remain onscreen as you scroll across the table, you can freeze the Student Number, First Name, and Last Name fields. When you freeze a column, Access moves it to the far left side of your table. If you want it to remain there, you must save the table.
To freeze columns:
1. 2. 3. 4.
Select the columns you want to freeze. Activate the Home tab. Click the More button in the Records group. A menu appears. Click Freeze. Access freezes the columns. As you scroll, the frozen columns remain stationary.
To unfreeze columns:
1. 2. 3. Activate the Home tab. Click the More button in the Records group. A menu appears. Click Unfreeze. Access unfreezes the columns.
Format a Table
You can use the features in the Font group on the Home tab to apply a variety of formats to your table.
Format a Table Button Function Apply a font to all of the data in a table. Apply a font size to all of the data in a table. Bold all of the data in a table. Italicize all of the data in a table. Underline all of the data in a table. Left-align a column. Right-align a column. Center a column.
Change the font color. Change the background color. By default, the background color is white. Change the gridlines. Gridlines separate columns and rows. This option allows you to display gridlines for columns only (vertical), gridlines for rows only (horizontal), gridlines for both columns and rows, or no gridlines at all. Change the alternating color. For example, on a datasheet you can have every other row appear in an alternating color.
Compute Totals
On the Home tab, you can use the Total button in the Records group to compute the sum, average, count, minimum, maximum, standard deviation, or variance of a number field; the count, average, maximum, or minimum of a date field; or the count of a text field.
To compute totals:
1. 2. 3. 4. 5.
Open the table or query for which you want to compute totals. Activate the Home tab. Click the Totals button in the Records group. A Total line appears at the bottom of the table or query. Click on the Total line under the column you want to total. A down-arrow appears on the left side of the field. Click the down-arrow and then choose the function you want to perform. Access performs the calculation and displays the results in the proper column on the Totals row.
To do a Find:
1. 2. 3.
Place your cursor in the column you want to search. Activate the Home tab. Click the Find button in the Find group. The Find and Replace dialog box appears.
4. 5. 6. 7. 8. 9.
Activate the Find tab. Type what you want to find in the Find What field. Choose the name of the table you want to search in the Look In field if you want to search the entire table or select the field you selected in step 1 if you want to search that field. If you want to search another field, click in that field and then select it in the Look In field. Choose Any Part Of Field if you want to search for your entry anywhere within a field, choose Whole Field if you want the field to match the sequence of characters you entered, or choose Start Of Field if you want the field to begin with a sequence of characters you entered. Choose All in the Search field if you want to search the entire table, Up to search upward from your current location, or Down to search downward from your current location. Click Find Next to begin your search. Access finds the first entry that matches your find criteria. Continue clicking Find Next to find additional matches.
Note: If you want to find and replace, open the Find and Replace dialog box (follow steps 1 through 3) and then activate the Replace tab. In the Replace With field, enter the sequence of characters you want to use to replace what you find. Complete the other fields on the tab the same as you would if you were doing a Find. Click Find Next to find the first instance for which you are searching. Click Replace to replace that instance. Click Replace All to replace every instance.
Create Relationships
In Access, you store data in multiple tables and then use relationships to join the tables. After you have created relationships, you can use data from all of the related tables in a query, form, or report.
A primary key is a field or combination of fields that uniquely identify each record in a table. A foreign key is a value in one table that must match the primary key in another table. You use primary keys and foreign keys to join tables togetherin other words, you use primary keys and foreign keys to create relationships. There are two valid types of relationships: one-to-one and one-to-many. In a one-to-one relationship, for every occurrence of a value in table A, there can only be one matching occurrence of that value in table B, and for every occurrence of a value in table B, there can only be one matching occurrence of that value in table A. One-to-one relationships are rare because if there is a one-to-one relationship, the data is usually stored in a single table. However, a one-to-one relationship can occur when you want to store the information in a separate table for security reasons, when tables have a large number of fields, or for other reasons. In a one-to-many relationship, for every occurrence of a value in table A, there can be zero or more matching occurrences in table B, and for every one occurrence in table B, there can only be one matching occurrence in table A. When tables have a one-to-many relationship, the table with the one value is called the primary table and the table with the many values is called the related table. Referential integrity ensures that the validity of the relationship between two tables remains intact. It prohibits changes to the primary table that would invalidate an entry in the related table. For example, a school has students. Each student can make several payments, but each payment can only be from one student. The Students table is the primary table and the Payments table is the related table.
If you delete Student ID 1 from the Students table, Student ID 1 is no longer valid in the Payments table. Referential integrity prevents you from deleting Student ID 1 from the Students table. Also, if the only valid Student IDs are 1, 2, and 3, referential integrity prevents you from entering a value of 4 in the Student ID field in the Payments table. A foreign key without a primary key reference is called an orphan. Referential integrity prevents you from creating orphans.
To create relationships:
1. Close all tables and forms. (Right-click on the tab of any Object. A menu appears. Click Close All.)
2. 3.
Activate the Database Tools tab. Click the Relationships button in the Show/Hide group. The Relationships window appears.
4. 5.
If anything appears in the relationships window, click the Clear Layout button in the Tools group. If you are prompted, click Yes. Click the Show Table button in the Relationships group. The Show Table dialog box appears.
6. 7. 8.
Activate the Tables tab if your relationships will be based on tables, activate the Queries tab if your relationships will be based on queries, or activate the Both tab if your relationships will be based on both. Double-click each table or query you want to use to build a relationship. The tables appear in the Relationships window. Click the Close button to close the Show Table dialog box.
9.
Drag the Primary tables primary key over the related tables foreign key. After you drag the primary key to the related tables box, the cursor changes to an arrow. Make sure the arrow points to the foreign key. The Edit Relationships Dialog box appears.
10. 11.
Click the Enforce Referential Integrity checkbox. Click Create. Access creates a one-to-many relationship between the tables.
12.
Click the Save button on the Quick Access toolbar to save the relationship.
Tip: When you create a relationship, you can view the related table as a subdatasheet of the primary table. Open the primary table and click the plus (+) in the far left column. The plus sign turns into a minus (-) sign. If the Insert Subdatasheet dialog box opens, click the table you want to view as a subdatasheet and then click OK. Access displays the subdatasheet each time you click the plus sign in the far left column. Click the minus sign to hide the subdatasheet.
Tip: After a relationship has been created between two tables, you must delete the relationship before you can make modifications to the fields on which the relationship is based. To delete a relationship: 1. 2. Click the line that connects the tables. Press the Delete key.
Tip: When you create a lookup column, Access creates a relationship between the tables
1.
2. 3. 4. 5. 6.
Click the Query Design button in the Other group. The Show Table dialog box appears. Activate the Tables tab if you want to base your query on tables, activate the Queries tab if you want base your query on queries or activate the Both tab if you want to base your query on both tables and queries. Click to choose the table or query on which you want to base your query. Click Add. The table appears in the window. a. Click to choose the next table or query on which you want to base your query. b. Continue clicking tables or queries until you have all the tables and queries you plan to use. Click Close. Access changes to Query Design view.
1.
Open a table or query in Query Design view. Click the down-arrow in the first field on the Field row and then select the tablename.* option. The table name appears on the table line. Click the Run button. Access retrieves all of the fields and records for the table and displays them in Datasheet view.
2.
3.
1. 2. 3.
Activate the Home tab. Click the down-arrow below View in the Views group. A menu appears. Click Design View. Access changes to Query Design view. You can modify your query.
1. 2. 3.
Open a table or query in Query Design view. Choose the field name you want to display in the field line. Click the Run button. Access retrieves the column you chose.
1. 2. 3.
Open a table or query in Query Design view. Choose the field names you want to retrieve in the order you want to retrieve them. Click the Run button. Access retrieves the columns you chose.
Sort a Query
When creating a query, you can sort the rows you retrieve in ascending or descending order by choosing the option you want on the Sort row in Query Design view.
To perform a sort:
1. 2. 3. 4.
Open a table or query in Query Design view. Choose the field names you want to retrieve in the order you want to retrieve them. Under the field you want to sort, click the down-arrow and then choose Ascending or Descending. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you specified.
1. 2. 3. 4. 5. 6.
Open a table or query in Query Design view. Choose the field names you want to retrieve in the order you want to retrieve them. Choose the field names you want to sort by in the order you want to sort. Under the fields you want to sort by, choose Ascending or Descending. Deselect the Show button for the columns you do not want to display. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you specified.
<>
Not equal to
>
Greater than
>=
<
<=
In
Field Type Character Number Date Character Number Date Character Number Date Character Number Date Character Number Date Character Number Date Character Number Date
Not In
Not equal to Character any item in a Number list Date Between two Character values, Number greater than or Date equal to one and less than or equal to the other Not between Character two values Number Date The value is missing from the field The value is not missing from the field Like a specified pattern. * means any series of characters. ? means any single character. Not like a Character Number Date Character Number Date Character Number Date
Between
Entry Format = "DE" =5 = #2/16/88# <> "DE" <> 5 <> #2/16/88# > "DE" >5 > #2/16/88# > = "DE" >=5 > = #2/16/88# < "DE" <5 < #2/16/88# <= "DE" <= 5 <= #2/16/88# In ("DE", "NJ") In (5, 9, 17) In (#2/16/88#, #2/3/90#, #12/15/88#) Not In ("DE", "NJ") Not In (5, 9, 17) Not In (#2/16/88#, #2/3/90#, #12/15/88#) Between "C" And "F" Between 5 And 10 Between #1/1/88# And #12/31/88#
Not Between
Is Null
Is Not Null
Like
Not Between "C" And "F" Not Between 5 And 10 Not Between #1/1/88# And #12/31/88# Is Null Is Null Is Null Is Not Null Is Not Null Is Not Null Like "S*" Like "1*" Not Applicable
Not Like
Character
Like "S*"
specified Number pattern. Date * means any series of characters. ? means many single character.
When using the Like and Not Like criteria, where you place the asterisk(*) or question mark (?) determines the type of search Access performs. Like "Jo*" finds all records in the field that begin with Jo. It would find Jones, Johnson, and Jordan. Like "*son" finds all records in the field that end with son. It would find Stevenson, Jackson, and Peterson. Like "*456*" finds all records that contain 456 anywhere in the field. It would find 456123789, 123456789, and 123789456. The sequence Like "?en" finds all three character field entries where the second and third characters are en. It would find Ben, Len, and Jen. The sequence Like "Jo?" finds all three character field entries where the first and second characters are Jo. It would return Joe, Joy, and Jon. The sequence Like "T?m" finds all three character field entries where the first and third characters are T and m. It would return Tim, Tom, and Tam.
1. 2. 3. 4. 5. 6. 7.
Open a table or query in Query Design view. Choose the field names you want to retrieve in the order you want to retrieve them. Choose the field names you want to sort by in the order you want to sort. Under the fields you want to sort by, choose Ascending or Descending. Deselect the Show button for columns you do not want to display. Enter your selection criteria on the Criteria line. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you specified.
1. 2. 3. 4. 5. 6. 7.
Open a table or query in Query Design view. Choose the field names you want to retrieve in the order you want to retrieve them. Choose the field names you want to sort by in the order you want to sort. Under the fields you want to sort by, choose Ascending or Descending. Enter your selection criteria on the Criteria line and the Or line, as needed. Deselect the Show button for columns you do not want to display. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you specified.
1. 2. 3. 4. 5. 6.
Open the tables and/or queries you want to use in Query Design view. Choose the field names you want to retrieve in the order you want to retrieve them. Choose the field names you want to sort by in the order you want to sort. Under the fields you want to sort by, choose Ascending or Descending. Enter your selection criteria, if necessary (Not applicable in this example). Deselect the Show button for columns you do not want to display (Not applicable in this example). Click the Run button. Access retrieves the columns you chose and displays the rows in the order you specified.
Save a Query
After you create a query, you can save it. You can rerun a saved query at any time. If you change the data on which the saved query is based, you will see the changes when you rerun the query.
To save a query:
1. 2. 3.
Click the Save button on the Quick Access toolbar. Access saves the query unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. Type the name you want to give your query. Click OK. Access saves the query. You can now access the query by using the Navigation pane.
Tip: You can also save by right-clicking a querys tab and then selecting Save from the menu that appears. Access saves the query unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. Type the name you want to give the query and then click OK. Access saves the query. You can now access the query by using the Navigation pane.
Tip: After you have saved a query, you can run it by opening the Navigation pane and then clicking the name of the query.
Modify a Query
Once created, a query can be modified. Simply open the query in Query Design view and make the changes. You can add columns, change the sort order, change the criteria, and make other changes. In Query Design view, the Query Setup group offers several options that can assist you. Use the Insert Rows button to insert a row in the criteria area. Click anywhere in the row before which you want to insert a new row and then click the Insert Rows button.
to insert a column. Click anywhere in the column before which you want to insert a column and then click the Insert Column button .
to delete a row in the criteria area. Click anywhere in the row you want to delete and then click the Delete Row button.
to delete a column. Click anywhere in the column you want to delete and then click the Delete Column button
To create a table:
1. 2. 3. 4. 5. 6.
Open the table or query on which you want to base your new table on in Query Design view. Enter the criteria on which you want to base your new table. Click the Make Table button. The Make Table dialog box appears. Type the name you want to give your new table. Click OK. Click Run. You see the following prompt.
7. 8. 9.
Click Yes. Close the query. (Right-click the querys tab and then click Close.) Double-click the new tables name in the Navigation pane to view the new table.
1. 2. 3. 4.
Open a table or query in Query Design view. Create your query. On the Criteria line, type the prompt within square brackets. Click the Run button. Access prompts you.
5. 6.
Respond to the prompt. Click OK. Access displays the results of your query in Datasheet view.
Note: If you want to make your user prompt more flexible, use one of the following formats.
Returns all records that contain the value you enter. Example: If you enter ad, Access returns all records that include the sequence ad anywhere in the field.
> [Prompt]
Returns all records that end with the value you enter. Example: If you enter S, Access returns all records that end with S. Returns all records that begin with the value you enter. Example: If you enter S, Access returns all records that begin with S. Find all records with a value greater than the value you enter. Example: If you enter 5, Access returns all records that are greater than 5.
Note: You can also use < (less than) ,<= (less than or equal to) >=, >= (greater than or equal to), or <> (not equal)
To create a form:
1. 2. 3. 4.
Open the Navigation pane. Click the table or query on which you want to base your form. Activate the Create tab. Click Form in the Forms group. Access creates a form.
You can use the Navigation bars to move through the records on a form.
1 2 3 4 5 6
Go to First Record Go to Previous Record The Current Record Go to Next Record Go to Last Record Create a New (Blank) Record
Tip: After you create a form, you can save it. You can open a saved form at any time. To save a form: 1. 2. 3. Click the Save button on the Quick Access toolbar. Access saves the form unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. Type the name you want to give the form. Click OK. Access saves the form. You can now access the form by using the Navigation pane.
You can also save by right-clicking a forms tab and then selecting Save from the menu that appears. Access saves the form unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. Type the name you want to give the form and then click OK. Access saves the form. You can now access the form by using the Navigation pane.
1. 2. 3. 4.
Open the Navigation pane. Click the table or query on which you want to base your form. Activate the Create tab. Click Split Form in the Forms group. Access creates a split form.
1. 2. 3. 4.
Open the Navigation pane. Click the table or query on which you want to base your form. Activate the Create tab. Click Multiple Items in the Forms group. Access creates a multiple items form.
Tip: A view is a way of looking at an Access object. Forms have three views: Form view, Layout view, and Design view. You can enter, edit, and view data in Form view. You can modify a form in Layout view or Design view. In Layout view, you can see your data, and the form you see closely resembles what your form will look like when you view it in Form view. You can make most, but not all, changes to your form in Layout view. Design view displays the structure of your form. In this view you cannot see the underlying data, but you can perform some tasks in Design view that you cannot perform in Layout view. This tutorial focuses on Layout view.
Modify a Form
After you create a form, it opens in Layout view, where you can modify it.
To move a datasheet:
1. 2. Click the datasheet to select it. Click and drag the four-sided arrow in the upper-right corner to move the datasheet.
To resize a datasheet:
1. 2. 3. Click the datasheet to select it. Click a side of the datasheet and drag to change the width. Click the top or bottom of the datasheet and drag to change the height.
To apply an AutoFormat:
The AutoFormat option on the Format tab enables you to apply formats quickly, such as background colors, field colors, field label colors, and fonts. 1. 2. 3. Activate the Format tab. Click AutoFormat. The AutoFormat menu appears. Click the format you want to apply.
Change Fonts and Formats You can use options on the Format tab to manually apply individual formats to your report. However, before you can apply a format to a field or field label, you must select it. To select a field or field label, click it. To select multiple items, hold down the Shift key and then click each item you want to select. A box surrounds selected items.
Change Fonts and Formats Button Shortcut Function Key Apply a font to the current selection. Set the size of the font for the current selection. Ctrl-b Ctrl-i Ctrl-u Ctrl-l Ctrl-r Ctrl-e Bold the current selection. Italicize the current selection. Underline the current selection. Left-align the selection. Right-align the selection. Center the selection. Change the font color. Change the background color. Change the alternating color. For example, you can have every other row on a datasheet appear in an alternating color. Layout ViewFormat Tab, Formatting Group Apply a Number format. Use a currency symbol. Change to percent. Use thousand separators. Increase decimal places. Decrease decimal places. Layout ViewFormat Tab, Gridlines Group
Add gridlines.
Change the weight of gridlines. Change the style of gridlines. Change the color of gridlines. Layout ViewFormat Tab, Controls Group Add a logo.
Add or change a title. Add a date and time. Set line thickness. Set line style. Set line color.
1. 2. 3. 4.
Open the Navigation pane. Click the table or query on which you want to base your report. Activate the Create tab. Click the Report button in the Reports group. Access creates your report and displays your report in Layout view. You can modify the report.
Tip: After you create a report, you can save it. 1. Click the Save button on the Quick Access toolbar. Access saves the report unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears. 2. Type the name you want to give your report. 3. Click OK. Access saves the report. You can now access the report by using the Navigation pane. As with other objects, you can also save a report by right-clicking the reports tab and selecting Save. Saved reports appear in the Navigation pane. Tip: Reports created by using the Report button are plain and simple. The Modify a Report section of this lesson teaches you how to customize a report to meet your needs.
Tip: Access reports created simply by using the Report button have several sections. They are detailed in the following table. Sections of a Report Report Header Appears at the top of the first page and displays the report title. Appears at the top of every page and displays the headings (field labels) for each column. Appears at the bottom of every page and displays the
Page Header
Page Footer
page number and total number of pages. Detail Section Appears between the page header and page footer and displays the records from the table or query. This section is optional. Appears on the last page of the report and displays summary information such as grand totals.
Report Footer
1. Activate the Create tab. 2. Click Report Wizard in the Reports group. The Report Wizard appears.
1. Click the down-arrow next to the Table/Queries field and then click the table from which you want to select fields. 2. Click a field and then click the single-right arrow to select a single field, click the double-right arrows to select all fields, click a field and then click the single-left arrow to deselect a single field, or click the double-left arrow to deselect all fields. 3. Repeat steps 1 and 2 for each table from which you want to select fields. 4. Click Next. The Report Wizard moves to the next page.
Group
When using the Report Wizard, you can group data. Grouping puts all of the values in a field into a group based on the fields value. For example, if your data is grouped by the Department field and the records in the Department field have values such as Administration, Computer Science, and English. Access will group all of the data for the Administration department together, all of the data for the Computer Science department together, and all of the data for the English department together.
1. Click to select the field by which you want to group your data. You may not see this page of the wizard if you are selecting data from a single table. 2. Click Next. The Report Wizard moves to the next page.
3. Click a field you want to group by. 4. Click the right-arrow to select a field; click a field and then click the left arrow to deselect a field. Use the up- and down-arrows to change the order of the groupings. If you are only using one table, this may be your first opportunity to select a field to group by. 5. Repeat steps 3 and 4 for each field you want to group by. 6. Click Next. The Report Wizard moves to the next page.
1. Click the down-arrow and then select the field you want to sort by. 2. Click the button to choose ascending or descending order. Clicking the button toggles between Ascending and Descending. You can sort up to four levels. 3. Click the Summary Options button. The Summary Options window appears.
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Click to select the summary data you want. Click to select whether you want detail and summary data or if you want summary data only. Click if you want to calculate the percent to the total for sums. Click OK. The Summary Options window closes. Click Next. The Report Wizard moves to the next page.
1. Click to select a layout. 2. Click to select a page orientation. 3. Choose the Adjust The Field Width So All Fields Fit On A Page option if you want all fields to fit on a single page. 4. Click Next. The Report Wizard moves to the next page.
Style
A style is a set of formats consisting of such things as background colors, fonts, font colors, and font sizes. Access supplies predesigned styles that format titles, labels, and more. When you choose a style, the left side of the window displays a preview.
1. Click to select a style. 2. Click Next. The Report Wizard moves to the next page.
Create a title
On the final page of the Report Wizard, you can title your report. The title appears at the top of the report and on the Navigation pane.
1. Type the title you want to give the report. 2. Click Finish. Access creates, saves, and opens your report in Layout view.
Tip: Reports created with the Report Wizard may have the following two sections in addition to the sections found in reports created by using the Report button. Sections of a Report Group Header Appears before a group and displays information about the group. Appears after a group and summarizes the group data.
Group Footer
Modify a Report
After you create a report, you can modify it. You can add groups or sorts, add fields, change labels, and perform many other tasks. You can view a report in Report view, Layout view, Design view, and Print Preview. You can modify a report in Layout view or Design view. In Layout view, you can see your data, and the report you see closely resembles how your report will look when you print it. You can make most, but not all, changes to your report in Layout view. Design view displays the structure of your report. In this view you cannot see the underlying data, but you can perform some tasks in Design view that you cannot perform in Layout view. This tutorial focuses on Layout view.
Change the Size of a Field or Label If the data in a field or label seems crowded, if some of the data in the field or label does not appear, or if the data appears as pound signs (####), the field or label is too small.
Tip: Incidentally, if you want to change the height of records, click the top or bottom of a field border and drag upward or downward. Add a Group or Sort When you create a report by clicking the Report button, you are not given options that enable you to group or sort. You can use the Group & Sort button on the Format tab to create a group or sort. When you create a report by using the Report Wizard, you can use the Group & Sort button to add or modify a group or sort.
1. Open your report in Layout view. 2. Activate the Format tab. 3. Click Group & Sort in the Grouping and Totals group. The Group, Sort, and Total pane appears.
Add a group
4. Click Add A Group and then select the field by which you want to group. Access groups and sorts the field.
Add a sort
5. Click Add A Sort and then select the field on which you want to sort. Access sorts the field. Groups and sorts display in the Group, Sort, and Total pane in levels. Access performs the highest-level group or sort first, the second level next, and so on.
After you have added a group or sort, you can set several options by clicking the More button and then clicking the down-arrow next to each option and making your choices. Group, Sort, and Total Pane Options Option Description Sort order Use these options to With A on top choose from ascending or From smallest to descending order. largest From oldest to newest Group interval Set how you want to group. For example, if you want to group by the first letter of the last name so that all As are together, all Bs are together. etc., you can select By First Character. Select the field you want to total on and the type of total you want. Your total can be a sum, average, count, etc. You can also choose whether you want to show a grand total, totals as a percentage of a grand total, display totals in the header, or display totals in the footer.
Totals
Allows you to add or change the field label. Group headers precede each group. This option allows you to determine whether you want a header section. Group footers are printed at the bottom of each group. This option allows you to determine whether you want a footer section. Use these options to determine where a page break will occur when you print: Do not keep group together on one page. This option allows page breaks within a group. Keep whole group together on one page. This option prevents page breaks within a group. Keep header and first record together on one page. This option prevents a header from printing at the bottom of a page with no records.
There are three buttons on the right side of the Group, Sort, and Total pane. If you want to delete a group or sort, click the group or sort you want to delete and then click the Delete button. Groups and sorts execute in the order they are listed in the Group, Sort, and Total pane. If you want to change the order of execution, click the group or sort you want to move up or down and then click the Move Up or Move Down button to move a group or sort up or down a level.
To add a field:
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Open your report in Layout view. Activate the Format tab. Click the Add Existing Fields button in the Controls group. The Field List pane appears. Click Show All Tables if the field you want to add does not appear.
5. Click the field you want to add and drag it onto your report. A thick line appears on the report. Access places the field before the line. If you want the field to appear in the detail area, be sure to drag it to the detail area.
To delete a field:
1. Open your report in Layout view.
2. Click the field you want to delete. 3. Press the Delete key. Access deletes the field.
To move a column:
1. Open your report in Layout view. 2. Click the column label. 3. Drag the column to the new location. Access moves the column to the new location.
To change a title:
1. 2. 3. 4. 5. Open your report in Layout view. Double-click in the Title field. Click and drag to select the current title. Type a new title. Click anywhere outside the Title field. Access changes the title.
To change margins:
1. 2. 3. 4. Open your report in Layout view. Activate the Page Setup tab. Click the Margins button in the Page Layout group. A menu appears. Click the margin size you want. Access changes the page margin.
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Click a radio button to choose a position. Click the down-arrow in the Alignment field and then choose an alignment. Deselect Show Number On First Page if you do not want the page number to appear on the first page. Click OK. Access places the page number in your report.
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Deselect the Include Date box if you do not wish to include the date. Click to select a format if you are including the date. Deselect the Include Time box if you do not wish to include the time. Click to select a format if you are including the time. Click OK. Access places the date and/or time in your report.
Apply an AutoFormat You can use the AutoFormat option on the Format tab to apply formats such as background colors, fonts, and font sizes quickly.
To apply an AutoFormat:
1. Activate the Format tab. 2. Click AutoFormat. The AutoFormat menu appears. 3. Click the format you want to apply. Change Fonts and Formats You can use options on the Format tab to manually apply formats to your report. However, before you can apply a format to a field or field label, you must select the field or field label by clicking it. To select multiple items, hold down the Shift key and then click each item you want to select. A box surrounds selected items.
Layout ViewFormat Tab, Font Group Apply a font to the current selection. Set the size of the font for the current selection. Ctrl-b Ctrl-i Ctrl-u Ctrl-l Ctrl-r Ctrl-e Bold the current selection. Italicize the current selection. Underline the current selection. Left-align the selection. Right-align the selection. Center the selection. Change the font color. Change the background color. Change the alternating color. For example, you can have every other row in the detail area appear in alternating colors. Layout ViewFormat Tab, Formatting Group Apply a Number format. Use a currency symbol. Change to percent. Use thousand separators. Increase decimal places. Decrease decimal places. Layout ViewFormat Tab, Gridlines Group Add gridlines.
Change the weight of gridlines. Change the style of gridlines. Change the color of gridlines. Layout ViewFormat Tab, Controls Group Add a logo.
Add a title. Set line thickness. Set line style. Set line color.
Tip: After you modify your report, you must save it if you want to keep the changes. To save, click the Save button on the Quick Access toolbar or right-click the reports tab and then click Save.
To create labels:
Open the Labels Wizard
1. Click the table or query you want to use to create a label. 2. Activate the Create tab. 3. Click Labels in the Reports group. The Labels Wizard appears.
1. Click to select the Product Number in the Product Number field. 2. Click Next. The Label Wizard moves to the next page.
1. Click the down-arrow next to the Font Name field and then select the font. A preview appears in the Sample box. 2. Click the down-arrow next to the Font Size field and then select the font size. A preview appears in the Sample box. 3. Click the down-arrow next to the Font Weight field and then select the font weight. A preview appears in the Sample box. 4. Click the button next to the Text Color field and then select a color you want your text to have. A preview appears in the Sample box. 5. Click the Italic box if you want to italicize. A preview appears in the Sample box.
6. Click the Underline box if you want to underline. A preview appears in the Sample box. 7. Click Next. The Label Wizard moves to the next page.
Create a layout
You create the layout of your labels by selecting fields and placing them in the Prototype Label box. You type any text or spaces that you want to appear on your label.
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Click a field name and then click the right-arrow to place the field on the prototype label. Press the spacebar to leave spaces. Press the Enter key to move to a new line. Type any text you want to appear on the label. Click Next. The Label Wizard moves to the next page.
Sort
When creating labels, you can sort on any field and you can have multiple levels of sort. For example, you can sort by last name and then by first name.
1. Click to choose the fields you want to sort by. Click the single right-arrow to select a single field, click the double right-arrow to select all fields, click the single left-arrow to deselect a single field, click the double left-arrow to deselect all fields. 2. Click Next. The Label Wizard moves to the next page.
1. Type a title for your report. The title will appear in the Navigation pane. 2. Click Finish. Access displays the labels in Print Preview.
Tip: When you complete your labels you may get the following message. When printing mailing labels, you can usually ignore this message. Click the Show Help button to read the following: This message may be the result of using a report created with the Label Wizard. This error message is commonly encountered when printing to label pages that have three or more labels per row. Usually this message can be ignored. If you do need to change the layout, try one or both of the following:
Reduce the width of the controls on the report. Reduce the width of the report to make sure the report is not wider than the printable area of the page.
Note that page size is dependent on the printer and the physical size of the paper you are printing to. In some cases it is necessary to rotate the page orientation from portrait to landscape to accommodate the selected print width.
Tip: When you view labels in Report view, they may appear in a single column. To see how your labels will appear when printed, use Print Preview.
Print a Report
Often, the people who use Access data only see a printed report. In Print Preview, you can see exactly how your report will look when printed, you can make changes to it, and you can print it. To print, click the Print button in the Print group. The Print dialog box opens and you can select your print options.
Several options are available to you in Print Preview. Print Preview Options Print Displays the Print dialog box. You can select such options as the printer, print range, and number of copies. Use this option to print your report. Click the Size button to set the size of the paper you are going to print on. Click the Portrait button to print with the shortest side of the paper as the top. Click the Landscape button to print with the longest side of the paper as the top. Click the Margins button to select a margin size of Normal, Wide, or Narrow. Margins define the amount of white space that surrounds your report. Prints the report data without other elements such as titles, and labels. Changes the cursor to a magnifying glass. When the magnifying glass displays a minus sign (), you can zoom out. When the magnifying glass displays a plus sign (+), you can zoom in. Click the down-arrow under the Zoom button to display a menu and choose a zoom level. Displays one page of the report in the Access window. Displays two pages of the report in the Access window. Displays a menu from which you can choose the number of page you want to display.
Tip: To view a report online, use Report view. Open your report. Activate the Home tab. Click the down-arrow under the View button. Click Report view. Your report displays in Report view