Chap 1

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Exploring Microsoft. Office Access 2007. Copyright © 2010 Pearson Education, ... Backup, compact, and repair Access files. ▫ Create filters. ▫ Sort table data on ...
Objectives

Exploring Microsoft Office Access 2007 Chapter 1: Finding Your Way Through a Database Robert Grauer, Keith Mulbery, Maurie Wigman Lockley 






Explore, describe, navigate the objects in an Access Database   Understand differences in storage and memory   Practice good file management   Backup, compact, and repair Access files   Create filters   Sort table data on one or more fields  

Committed
to
Shaping
the
Next
Generation
of
IT
Experts.1

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Objectives (continued)

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Open a Database

Know when to use Access or Excel to manage data   Use the relationship window   Understand relational power  

Open Recent Documents list

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Open a Database

Choose Open to browse for a file or choose a database from the Recent Documents list Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

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Database Terminology Field   Record   Table   Database  

A database is made up of one or more tables

Individual fields

Open Recent Database list Individual tables in a database

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Choose a database from the Open Recent Database List or click More to browse for other databases Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

Records

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Objects

Work with Table Views Design View

Tables   Queries   Reports   Forms   Modules   Macros  

Datasheet View

Datasheet View – used to add, modify, delete and view records   Design View – used to create and modify the fields in a table  

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Datasheet View

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Design View Key symbol identifies primary key field

Primary key field

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Navigation buttons

Navigation bar

Click F6 to switch between the upper and lower panes

Scroll bar Set field properties in the lower pane

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Primary Key – a field that identifies each record as being unique Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

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Forms, Queries, and Reports

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Forms Form First record from table visible in form

Report

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Query

Underlying table

Form

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Forms, queries, and reports are all based upon data contained in a table Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

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Forms allow us to create an interface that can be more user friendly and attractive than Datasheet View Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

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Queries Criterion restricting dataset to show records that have a job title of Sale Representative

Backing-up and Renaming Access Files  

Save As – different in Access than other Office applications  

Query results showing only employees who are Sales Representative      

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Queries allow us to question data The answer to the query is a dataset The question asked is formed using criteria – the rules or norm that is the basis for making judgments Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

To save a database with a new name you must either:    

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Backing-up a Database

Save As saves only the current object, not the entire database

Backup the database Copy, paste, and rename the database

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Compact and Repair Compact and Repair is located under the Manage menu

Default file name of a backup file is the name of the database and the current date

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Backing-up an Access file will produce a copy of your file with a default file name Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

Fixes problems due to inefficient file storage and growth of a database  

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Filters

Should be performed everyday Often decreases the file size by 50% or more 16

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Filter by Selection

Create a subset of records Do not change underlying table data   Two types    

Table before filter by selection

Filter by Selection   Filter by Form  

Results of filter

Filter by selection being applied from pre-determined criteria

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Selects only the records that match preselected criteria Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

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Filter By Form

Applying and Removing a Filter Inequity setting used in a Filter by Form process

Toggle Filter icon

Filter icon in the Sort and Filter group

Selection of criteria during Filter by form process

Allows the user to select criteria with which to filter by   Allows the specification of relationships in the criteria  

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Once a filter is applied, the Toggle Filter icon will be available   The Toggle Filter icon can be used to apply and remove the current filter as many times as desired  

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Sorting Table Data

Access or Excel? Use Excel when:  

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Last Name field sorted ascending

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Last Name field sorted descending  

Lists records in ascending or design order according to one or more fields Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

Use Access when:  

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You are working with large amounts of data You need to create relationships between your data You rely on external databases to analyze data 22

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Using the Relationship Window

Relational database   This is much more management systems efficient than the allow data to be opposite of an RDBMS grouped into tables which is a flat file. Flat and relationships files store data in one created between the single file with no tables special groupings or collections

Relationship window

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Your data is of a manageable data size There is no need for relationships between data You are primarily creating calculations and statistics

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Relational Database - RDBMS  

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Show Table dialog box

Add the tables or queries from the Show table dialog box Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

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Establishing Relationships

Establishing Relationships

Click and drag to create a relationship

Primary Key Foreign Key

Infinity symbol notes referential integrity has been applied

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In the Relationship window, click and drag a field name from one table to a field name in a related table Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

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Referential Integrity

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Enter the appropriate settings in the Edit relationships dialog box Click Create A join line will appear when one table is joined to another Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

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Questions?

Enforce Referential Integrity

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Referential integrity ensures that the data in a relational database maintains consistency when the data are updated Copyright © 2010 Pearson Education, Inc. Publishing as Prentice Hall

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