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Make the most of Access 2013-without becoming a technical expert! This book is the fastest way to master Access and use it to build powerful, useful databases of all kinds-even web application databases! Even if you've never used Access before, you'll learn how to do what you want, one incredibly clear and easy step at a time. Access has never, ever been this simple!Who knew how simple Access (R) 2013 could be? This is the easiest, most practical beginner's guide to using Microsoft's incredibly powerful new Access 2013 database program... simple, reliable instructions for doing everything you really want to do! Here's a small sample of what you'll learn:* Create tables to efficiently store and navigate your data* Build queries that retrieve exactly the information you want* Design intuitive forms that help your users work more efficiently* Build reports that answer key questions intuitively and visually* Learn easy techniques for designing more reliable databases* Work faster with AutoForms, AutoReports, and other shortcuts* Automate repetitive tasks and build more polished databases with macros* Share Access data with Excel, SQL Server, and other applications* Solve complex problems with advanced query, form, and reporting techniques* Build modern web databases that serve users through browsers* Run your database on the cloud through Microsoft Office 365* Construct a complete database application from start to finish* And much more...Alison Balter, President of InfoTech Services Group, Inc., has spent 25 years training and consulting on Microsoft Access and related applications with top organizations such as Cisco, Shell, Accenture, Northrop, the U.S. Drug Enforcement Administration, Prudential, Transamerica, Fox Broadcasting, and the U.S. Navy. She travels throughout North America delivering seminars on Access and has authored 14 books and videos for Pearson, including Microsoft Access 2010 LiveLessons and Alison Balter's Mastering Access 2007 Development. She is past president of the Independent Computer Consultants Association of Los Angeles.Category: DatabasesCovers: Microsoft (R) Access (R) 2013User Level: Beginning
Contents
Introduction.....................................................1Who Should Read This Book.................................................................................... 1How This Book Is Organized..................................................................................... 1Requirements, Editions, and Features................................................................ 2Using This Book.......................................................................................................... 51 Why Use Microsoft Access?...................7What Is a Relational Database?................................................................................ 8 What Types of Things Can I Do with Microsoft Access?....................................... 8Access as a Development Platform for Small-Business Applications.............. 9Access as a Development Platform for Departmental Applications................ 9Access as a Development Platform for Corporation-Wide Applications................10Access as a Front End for Enterprisewide Client/Server Applications..................11Access as a Tool to Develop Web Applications..............................................11A Preview of the Database Components..............................................................11Tables: A Repository for Data............................................................................11Relationships: Tying the Tables Together........................................................14Queries: Stored Questions or Actions You Apply to Data.............................16Forms: A Means to Display, Modify, and Add Data.......................................17Reports: Turning Data into Information............................................................18Macros: A Means of Automating a System......................................................20Modules: The Foundation of the Application Development Process...........212 Getting Started with Microsoft Access........................25Creating a Database from a Template..................................................................26 Viewing Database Objects......................................................................................27Viewing Database Tables...................................................................................27Viewing Queries..................................................................................................30Viewing Forms.....................................................................................................30Viewing Reports...................................................................................................31Creating a Database from Scratch.........................................................................31Opening an Existing Database...............................................................................32Closing a Database..................................................................................................33Exiting Access...........................................................................................................333 Tables: The Repository for Your Data............................35Working with Table Data.........................................................................................36 Opening an Access Table..................................................................................36Navigating Around a Table................................................................................36Closing a Table....................................................................................................38Editing Table Data...................................................................................................39Edit Existing Records..........................................................................................39Undoing Changes...............................................................................................39Adding Records to a Table.....................................................................................40Add Records to a Table...........................................................................................40Deleting Records......................................................................................................41Selecting One or More Records........................................................................41Deleting Records.................................................................................................42Finding and Replacing Records.........................................................................44Filtering Table Data..................................................................................................47Filtering by Selection..........................................................................................47Removing Filters..................................................................................................484 Using Queries to Retrieve the Data You Need......................51What Is a Query and When Should You Use One?..............................................51 Creating a Simple Query.........................................................................................52Designing the Query...........................................................................................52Adding Tables to Queries..................................................................................53Adding Fields to Queries...................................................................................53Ordering the Query Result......................................................................................56Sorting on a Single Field....................................................................................56Sorting on More Than One Field......................................................................57Working with Simple Criteria..................................................................................57Using an Exact Match Query.............................................................................57Creating Criteria Based on Multiple Conditions..............................................58Saving a Query.........................................................................................................66Closing a Query........................................................................................................665 Using Forms to Display and Modify Information................69Moving from Record to Record in a Form.......................................................70 Undoing Changes Made Within a Form...........................................................71Using a Form to Delete Records from a Table................................................73Copying Records Within a Form.......................................................................76Finding a Record That Meets Specific Criteria................................................77Sorting Records........................................................................................................79Sort Records on a Single Field..........................................................................80Filtering the Data Underlying a Form....................................................................80Use the Filter by Form Feature..........................................................................80Removing a Filter................................................................................................81Use Multiple Filter Criteria.................................................................................81Closing a Form.........................................................................................................836 Creating Your Own Forms.....................................85The AutoForm Feature............................................................................................86 Create a Form by Using the AutoForm Feature..............................................86Saving a Form......................................................................................................87Using the Form Wizard to Build a Form................................................................87Creating Split Forms................................................................................................88Creating Multiple Item Forms.................................................................................90Creating Navigation Forms.....................................................................................91Customizing a Navigation Form........................................................................93Creating a Navigation Form with Horizontal and Vertical Tabs.....................957 Using Reports to Print Information.........................99Opening and Viewing a Report............................................................................100 Preview a Report...............................................................................................100Moving from Page to Page..............................................................................100Zooming In and Out ........................................................................................101Viewing Multiple Pages....................................................................................102Working in Layout View.........................................................................................103Working in Report View.........................................................................................103Printing a Report....................................................................................................104Use Page Setup.................................................................................................104Sending Reports to the Printer........................................................................105Closing a Report.....................................................................................................1058 Building Your Own Reports............................... 109Using the AutoReport Feature.........................................................................110 Viewing the Design of a Report............................................................................113Types of Reports Available....................................................................................114Detail Reports....................................................................................................114Summary Reports..............................................................................................115Reports with Graphics.......................................................................................116Reports with Forms...........................................................................................116Reports with Labels...........................................................................................117Creating Mailing Labels....................................................................................1179 Creating Your Own Tables............................ 125Building a New Table............................................................................................126 Building a Table from a Datasheet.................................................................126Designing a Table from Scratch......................................................................128Selecting the Appropriate Field Type for Data..................................................129Short Text Fields: The Most Common Field Type........................................132Long Text Fields: For Long Notes and Comments.......................................132Number Fields: For When You Need to Calculate.......................................132Date/Time Fields: For Tracking When Things Happened............................133Currency Fields: For Storing Money...............................................................133AutoNumber Fields: For Unique Record Identifiers......................................133Yes/No Fields: For When One of Two Answers Is Correct..........................134OLE Object Fields: For Storing Just About Anything...................................134Hyperlink Fields: For Linking to the Internet..................................................134Attachment Fields: For Storing File Attachments Associated with a Record............134Calculated Fields: For Storing Your Database Calculations.........................135Using Indexes to Improve Performance...............................................................135Create an Index Based on a Single Field.......................................................136Create an Index Based on Multiple Fields.....................................................137The All-Important Primary Key..............................................................................137Working with Field Properties...............................................................................138The Field Size Property: Limiting What the User Enters into a Field..........139The Format Property: Determining How Access Displays Data...................139The Caption Property: Providing Alternatives to the Field Name...............141The Default Value Property: Saving Data-Entry Time...................................142The Validation Rule and Validation Text Properties: Controlling What the User Enters in a Field......142The Required Property: Making the User Enter a Value...............................144The Allow Zero Length Property: Accommodating for Situations with Nonexistent Data..........144The Input Mask Property: Determining What Data Goes into a Field.........................145The Lookup Wizard...........................................................................................14710 Relating the Information in Your Database........................ 151Introduction to Relational Database Design.......................................................152 The History of Relational Database Design.........................................................152Goals of Relational Database Design.............................................................152Rules of Relational Database Design..............................................................152Normalization and Normal Forms...................................................................154Denormalization: Purposely Violating the Rules............................................158Integrity Rules....................................................................................................158The Types of Relationships...................................................................................159One-to-Many Relationships..............................................................................159One-to-One Relationships................................................................................160Many-to-Many Relationships............................................................................161Establishing Relationships in Access....................................................................161Following Guidelines for Establishing Relationships.....................................162Modifying an Existing Relationship.................................................................164Establishing Referential Integrity..........................................................................164The Cascade Update Related Fields Option.................................................166The Cascade Delete Related Records Option...............................................16711 Enhancing the Queries That You Build................................. 171Everything You Ever Needed to Know About Query Basics.............................172 Removing a Field from the Query Design Grid.............................................172Inserting a Field After a Query Is Built............................................................172Moving a Field to a Different Location on the Query Grid..........................173Move More Than One Column........................................................................173Updating Query Results.........................................................................................173Update Results of a Query...............................................................................174Building Queries Based on Multiple Tables........................................................174Pitfalls of Multitable Queries............................................................................176AutoLookup in Multitable Queries..................................................................177Modifying the Datasheet View of a Query.....................................................178Printing Query Results......................................................................................181Refining a Query by Using Criteria.......................................................................184Working with Dates in Criteria.........................................................................18512 Advanced Query Techniques........................................ 189Creating Calculated Fields....................................................................................190 Getting Help from the Expression Builder..........................................................191Creating and Running Parameter Queries...........................................................192Creating and Running Action Queries.................................................................194Creating and Running Update Queries..........................................................195Creating and Running Delete Queries............................................................197Creating and Running Append Queries.........................................................198Creating and Running Make Table Queries...................................................201Using Aggregate Functions to Summarize Numeric Data.................................202Creating Totals Queries.........................................................................................203Working with Outer Joins......................................................................................206Establish an Outer Join....................................................................................20613 Building Powerful Forms................................................ 209Power Control Techniques....................................................................................210 Add Fields to a Form........................................................................................210Selecting, Moving, Aligning, and Sizing Form Objects................................211Modifying Object Tab Order...........................................................................219Conditional Formatting..........................................................................................219Conditionally Format Data...............................................................................220Form Properties and Why Should You Use Them..............................................221Working with the Properties Window.............................................................221Working with the Important Form Properties................................................222Control Properties and Why to Use Them..........................................................227The Format Properties of a Control................................................................227The Data Properties of a Control....................................................................230The Other Properties of a Control..................................................................23314 Advanced Form Techniques................................... 237Working with Combo Boxes.................................................................................238 List Boxes...........................................................................................................241The Command Button Wizard: Programming Without Typing.........................241Building Forms Based on More Than One Table...............................................244Creating One-to-Many Forms..........................................................................244Working with Subforms....................................................................................24715 Building Powerful Reports..................................... 251The Anatomy of a Report......................................................................................252 Control Properties and Why to Use Them..........................................................253The Format Properties of a Control................................................................253The Data Properties of a Control....................................................................258The Other Properties of a Control..................................................................258Building Reports Based on More Than One Table............................................260Creating One-to-Many Reports.......................................................................260Working with Subreports..................................................................................26616 Advanced Report Techniques...................................... 269Working with Sorting and Grouping....................................................................270 Add Sorting and Grouping to a Report..........................................................270Sorting and Grouping Settings........................................................................271Group Header and Footer Properties and Why to Use Them.....................273Report Properties and Why to Use Them............................................................274Working with the Properties Window.............................................................275The Format Properties of a Report.................................................................275The Report's Data Properties...........................................................................276Other Properties of a Report...........................................................................277Basing Reports on Stored Queries or Embedded SQL Statements...................27817 Automating Your Database with Macros............................. 281Learning the Basics of Creating and Running a Macro......................................282 Working with Macro Actions............................................................................282Working with Action Arguments.....................................................................284Submacros..........................................................................................................286Program Flow.....................................................................................................287Running an Access Macro.....................................................................................289Running a Macro from the Macro Design Window.......................................290Running a Macro from the Macros Group of the Navigation Pane.............290Triggering a Macro from a Form or Report Event.........................................291Modifying an Existing Macro................................................................................292Inserting New Macro Actions...........................................................................292Deleting Macro Actions....................................................................................292Moving Macro Actions......................................................................................293Copying Macro Actions....................................................................................293Creating an Embedded Macro.............................................................................29418 Advanced Macro Techniques...................................... 299Creating Data Macros............................................................................................300 Respond to Events............................................................................................300Creating a Drillthrough Macro..............................................................................301Other New Features Available in Macros............................................................304Testing a Macro......................................................................................................305Determining When You Should Use Macros and When You Shouldn't...........306Converting a Macro to VBA Code.......................................................................307Creating an AutoExec Macro................................................................................30819 Sharing Data with Other Applications........................ 311What Is External Data?...........................................................................................312 Importing, Linking, and Opening Files: When and Why...................................312Determining Whether to Import or Link.........................................................313Looking at Supported File Formats.................................................................314Exporting to Another Access Database...............................................................314Exporting to an Excel Spreadsheet......................................................................316Exporting to an Excel Spreadsheet Using the Context-Sensitive Menu.................316Exporting to an Excel Spreadsheet Using Drag and Drop...........................317Exporting to an Excel Spreadsheet by Using the External Data Tab on the Ribbon......318Exporting to ASCII..................................................................................................318Export Tables and Queries to the ASCII File Format....................................318Importing from Another Access Database..........................................................321Import an Access Table....................................................................................322Importing Spreadsheet Data.................................................................................323Importing ASCII Data.............................................................................................326Import ASCII Data into Access........................................................................326Linking to Tables in Another Access Database...................................................329Linking to Another Type of Database..................................................................331Link to Excel Spreadsheets..............................................................................331Linking to SQL Server Databases....................................................................333The Linked Table Manager...................................................................................338Move and Update Table Links.........................................................................33820 Working with Web Databases............................. 343Working with Web Databases...............................................................................344 Creating a Blank Web Database..........................................................................344Creating a Query....................................................................................................346Creating and Working with Forms........................................................................349Creating a New Form.......................................................................................350Customizing an Existing Form.........................................................................354Using a Template to Create a Website...............................................................357Viewing Your Website in a Browser.....................................................................35821 Putting It All Together............................................ 363Designing the Tables to Store Your Data............................................................364Building the Forms to Edit Your Data..................................................................369Designing the Clients Form.............................................................................369Designing the Projects Form...........................................................................372Adding a Command Button That Links the Clients and Projects Forms.........374Building the Queries to Extract the Data You Need..........................................375Designing the Reports to Display Your Data......................................................377Designing the rptClientListing Report............................................................377Building the Macros Necessary to Automate Your Application..................380Index ........................................... 383
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