Access Notes ICMS
Access Notes ICMS
Remember:
Nothing is our
but Time.
ICMS
Institute of Computer &
Management Sciences
Peshawar
Phone #
822138,822139
A Few Terms
These words are used often in Access so you will want to become familiar
with them before using the program and this tutorial.
A database is a collection of related information.
Getting Started
After opening Access, you will be presented with the window shown below.
Select one of the first two options if you are creating a new database, or the
third if you want to edit an existing database. All three choices are explained
in detail below.
Find the folder where the database should reside in the Save in drop-
down menu.
Type the name of the database in the File name line and click the
Create button.
Select the database that should be converted and click the Convert
button.
The new version will be a completely separate database and the old
one will remain intact so you must then name the new version of the
database.
Database Window
The Database Window organizes all of the objects in the database. The
default tables listing provides links for creating tables and will list all of the
tables in the database when they have been added.
Design View
Design View customizes the fields in the database so that data can be
entered.
Datasheet View
Introduction to Tables
Create table in Design view will allow you to create the fields of the
table. This is the most common way of creating a table and is
explained in detail below.
Create table using wizard will step you through the creation of a
table.
Create table by entering data will give you a blank datasheet with
unlabelled columns that looks much like an Excel worksheet. Enter
data into the cells and click the Save button. You will be prompted to
add a primary key field. After the table is saved, the empty cells of the
datasheet are trimmed. The fields are given generic names such as
"Field1", "Field2", etc. To rename them with more descriptive titles
that reflect the content of the fields, select Format|Rename Column
from the menu bar or highlight the column, right-click on it with the
mouse, and select Rename Column from the shortcut menu.
Field
Name -
This is
the name
of the
field and should represent the contents of the field such as "Name",
"Address", "Final Grade", etc. The name can not exceed 64 characters
in length and may include spaces.
Data Type is the type of value that will be entered into the fields.
Field Properties - Select any pertinent properties for the field from
the bottom pane.
Field Properties
Properties for each field are set from the bottom pane of the Design View
window.
Format conforms the data in the field to the same format when it is
entered into the datasheet. For text and memo fields, this property
has two parts that are separated by a semicolon. The first part of the
property is used to apply to the field and the second applies to empty
fields.
Text and memo format.
Text Format
Format Datasheet Entry Display Explanation
@ indicates a required
@@@-@@@@ 1234567 123-4567
character or space
& indicates an optional
@@@-@@@& 123456 123-456
character or space
< converts characters to
< HELLO hello
lowercase
> converts characters to
> hello HELLO
uppercase
Primary Key
Every record in a table must have a primary key that differentiates it from
every other record in the table. In some cases, it is only necessary to
designate an existing field as the primary key if you are certain that every
record in the table will have a different value for that particular field. A social
security number is an example of a record whose values will only appear
once in a database table.
Designate the primary key field by right-clicking on the record and selection
Primary Key from the shortcut menu or select Edit|Primary Key from the
menu bar. The primary key field will be noted with a key image to the left. To
remove a primary key, repeat one of these steps.
If none of the existing fields in the table will produce unique values for every
record, a separate field must be added. Access will prompt you to create this
type of field at the beginning of the table the first time you save the table
and a primary key field has not been assigned. The field is named "ID" and
the data type is "autonumber". Since this extra field serves no purpose to
you as the user, the autonumber type automatically updates whenever a
record is added so there is no extra work on your part. You may also choose
to hide this column in the datasheet as explained on a later page in this
tutorial.
Indexes
Creating indexes allows Access to query and sort records faster. To set an
indexed field, select a field that is commonly searched and change the
Indexed property to Yes (Duplicates OK) if multiple entries of the same
data value are allowed or Yes (No Duplicates) to prevent duplicates.
Validation Rules specify requirements (change word) for the data entered in
the worksheet. A customized message can be displayed to the user when
data that violates the rule setting is entered. Click the expression builder
("...") button at the end of the Validation Rule box to write the validation
rule. Examples of field validation rules include <> 0 to not allow zero values
in the record, and ??? to only all data strings three characters in length.
Input Masks
An input mask controls the value of a record and sets it in a specific format.
They are similar to the Format property, but instead display the format on
the datasheet before the data is entered. For example, a telephone number
field can formatted with an input mask to accept ten digits that are
automatically formatted as "(555) 123-4567". The blank field would look like
(___) ___-____. An an input mask to a field by following these steps:
In design view, place the cursor in the field that the input mask will be
applied to.
Click in the white space following Input Mask under the General tab.
Click the "..." button to use the wizard or enter the mask, (@@@)
@@@-@@@@, into the field provided. The following symbols can be
used to create an input mask from scratch:
Input Mask Symbols
Symbol Explanation
A Letter or digit
0 A digit 0 through 9 without a + or - sign and with blanks displayed as zeros
9 Same as 0 with blanks displayed as spaces
# Same as 9 with +/- signs
? Letter
L Letter A through Z
C or & Character or space
< Convert letters to lower case
> Convert letters to upper case
Lecturer : Arshad Zia Siddiqui
.(M.Com, MCS, M.A Economics)
Microsoft Access (selected reference material) 14
Adding Records
Add new records to the table in datasheet view by typing in the record beside
the asterisk (*) that marks the new record. You can also click the new record
button at the bottom of the datasheet to skip to the last empty record.
Editing Records
To edit records, simply place the cursor in the record that is to be edited and
make the necessary changes. Use the arrow keys to move through the record
grid. The previous, next, first, and last record buttons at the bottom of the
datasheet are helpful in maneuvering through the datasheet.
Deleting Records
Delete a record on a datasheet by placing the cursor in any field of the record
row and select Edit|Delete Record from the menu bar or click the Delete
Record button on the datasheet toolbar.
Entire columns can be deleted by placing the cursor in the column and
selecting Edit|Delete Column from the menu bar.
Column width can be changed in a similar way by dragging the sizing line
between columns. Double click on the line to have the column automatically
fit to the longest value of the column. Unlike rows, columns on a datasheet
can be different widths. More exact values can be assigned by selecting
Format|Row Height or Format|Column Width from the menu bar.
Freezing Columns
Hiding Columns
Columns can also be hidden from view on the datasheet although they will
not be deleted from the database. To hide a column, place the cursor in any
record in the column or highlight multiple adjacent columns by clicking and
dragging the mouse along the column headers, and select Format|Hide
Columns from the menu bar.
Place the cursor in any record in the field that you want to search and
select Edit|Find... from the menu bar.
From the Look In: drop-down menu, define the area of the search by
selecting the entire table or just the field in the table you placed your
cursor in during step 2.
Select the matching criteria from Match: to and click the More >>
button for additional search parameters.
When all of the search criteria is set, click the Find Next button. If
more than one record meets the criteria, keep clicking Find Next until
you reach the correct record.
Replace
The replace function allows you to quickly replace a single occurrence of data
with a new value or to replace all occurrences in the entire table.
Select Edit|Replace... from the menu bar (or click the Replace tab if
the Find window is already open).
Follow the steps described in the Find procedure for searching for the
data that should be replaced and type the new value of the data in the
Replace With: box.
Click the Find Next button to step through occurrences of the data in
the table and click the Replace button to make single replacements.
Click Replace All to change all occurrences of the data in one step.
The spell checker can be used to flag spelling errors in text and menu fields
in a datasheet. Select Tools|Spelling from the menu bar to activate the
spell checker and make corrections just as you would using Word or Excel.
The AutoCorrect feature can automatically correct common spelling errors
such as two INitial CApitals, capitalizing the first letter of the first word of a
sentence, and anything you define. Select Tools|AutoCorrect to set these
features.
Print a Datasheet
Table Relationships
From the Show Table window (click the Show Table button on the
toolbar to make it appear), double click on the names of the tables you
would like to include in the relationships. When you have finished
To link fields in two different tables, click and drag a field from one table to
the corresponding field on the other table and release the mouse button. The
Edit Relationships window will appear. From this window, select different
fields if necessary and select an option from Enforce Referential Integrity if
necessary. These options give Access permission to automatically make
changes to referential tables if key records in one of the tales is deleted.
Check the Enforce Referential Integrity box to ensure that the
relationships are valid and that the data is not accidentally deleted when data
is added, edited, or deleted. Click Create to create the link.
Sorting and filtering allow you to view records in a table in a different way
either by reordering all of the records in the table or view only those records
in a table that meet certain criteria that you specify.
Sorting
You may want to view the records in a table in a different order than they
appear such as sorting by a date or in alphabetical order, for example. Follow
these steps to execute a simple sort of records in a table based on the values
of one field:
Lecturer : Arshad Zia Siddiqui
.(M.Com, MCS, M.A Economics)
Microsoft Access (selected reference material) 21
In table view, place the cursor in the column that you want to sort by.
To sort by more than one column (such as sorting by date and then sorting
records with the same date alphabetically), highlight the columns by clicking
and dragging the mouse over the field labels and select one of the sort
methods stated above.
Filter by Selection
This feature will filter records that contain identical data values in a given
field such as filtering out all of the records that have the value "Smith" in a
name field. To Filter by Selection, place the cursor in the field that you want
to filter the other records by and click the Filter by Selection button on the
toolbar or select Records|Filter|Filter By Selection from the menu bar. In
the example below, the cursor is placed in the City field of the second record
that displays the value "Ft. Myers" so the filtered table will show only the
records where the city is Ft. Myers.
Filter by Form
If the table is large, it may be difficult to find the record that contains the
value you would like to filter by so using Filter by Form may be advantageous
instead. This method creates a blank version of the table with drop-down
menus for each field that each contain the values found in the records of that
field. Under the default Look for tab of the Filter by Form window, click in
the field to enter the filter criteria. To specify an alternate criteria if records
may contain one of two specified values, click the Or tab at the bottom of the
window and select another criteria from the drop-down menu. More Or tabs
will appear after one criteria is set to allow you to add more alternate criteria
for the filter. After you have selected all of the criteria you want to filter, click
the Apply Filter button on the toolbar.
The following methods can be used to select records based on the record
selected by that do not have exactly the same value. Type these formats into
the field where the drop-down menu appears instead of selecting an absolute
value.
Filter by Form
Format Explanation
Like "*Street" Selects all records that end with "Street"
<="G" Selects all records that begin with the letters A through G
>1/1/00 Selects all dates since 1/1/00
<> 0 Selects all records not equal to zero
Saving A Filter
Remove a Filter
To view all records in a table again, click the depressed Apply Filter toggle
button on the toolbar.
Introduction to Queries
Queries select records from one or more tables in a database so they can be
viewed, analyzed, and sorted on a common datasheet. The resulting
collection of records, called a dynaset (short for dynamic subset), is saved
as a database object and can therefore be easily used in the future. The
query will be updated whenever the original tables are updated. Types of
queries are select queries that extract data from tables based on specified
values, find duplicate queries that display records with duplicate values for
one or more of the specified fields, and find unmatched queries display
records from one table that do not have corresponding values in a second
table.
From the Queries page on the Database Window, click the New
button.
Select tables and existing queries from the Tables and Queries tabs
and click the Add button to add each one to the new query.
Click Close when all of the tables and queries have been selected.
Add fields from the tables to the new query by double-clicking the field
name in the table boxes or selecting the field from the Field: and
Table: drop-down menus on the query form. Specify sort orders if
necessary.
Enter the criteria for the query in the Criteria: field. The following
table provides examples for some of the wildcard symbols and
arithmetic operators that may be used. The Expression Builder
can also be used to assist in writing the expressions.
Query Wizard
Access' Query Wizard will easily assist you to begin creating a select query.
Click the Create query by using wizard icon in the database window
to have Access step you through the process of creating a query.
From the first window, select fields that will be included in the query
by first selecting the table from the drop-down Tables/Queries
menu. Select the fields by clicking the > button to move the field from
the Available Fields list to Selected Fields. Click the double arrow
button >> to move all of the fields to Selected Fields. Select another
table or query to choose from more fields and repeat the process of
moving them to the Selected Fields box.
Click Next > when all of the fields have been selected.
On the next window, enter the name for the query and click Finish.
This query will filter out records in a single table that contain duplicate values
in a field.
Click the New button on the Queries database window, select Find
Duplicates Query Wizard from the New Query window and click
OK.
Select the table or query that the find duplicates query will be applied
to from the list provided and click Next >.
Select the fields that may contain duplicate values by highlighting the
names in the Available fields list and clicking the > button to
individually move the fields to the Duplicate-value fields list or >> to
move all of the fields. Click Next > when all fields have been selected.
Select the fields that should appear in the new query along with the
fields selected on the previous screen and click Next >.
Delete a Query
To delete a table from the query, click the table's title bar and press the
Delete key on the keyboard
Forms
Forms are used as an alternative way to enter data into a database table.
To create a form using the assistance of the wizard, follow these steps:
Select a visual style for the form from the next set of options and click
Next >.
On the final screen, name the form in the space provided. Select
"Open the form to view or enter information" to open the form in Form
View or "Modify the form's design" to open it in Design View. Click
Finish to create the form.
To create a form from scratch without the wizard, follow these steps:
Select "Design View" and choose the table or query the form will be
associated with the form from the drop-down menu.
Select View|Toolbox from the menu bar to view the floating toolbar
with additional options.
Add controls to the form by clicking and dragging the field names from
the Field List floating window. Access creates a text box for the value
and label for the field name when this action is accomplished. To add
controls for all of the fields in the Field List, double-click the Field List
window's title bar and drag all of the highlighted fields to the form.
Input data into the table by filling out the fields of the form. Press the Tab
key to move from field to field and create a new record by clicking Tab after
the last field of the last record. A new record can also be created at any time
by clicking the New Record button at the bottom of the form window.
Records are automatically saved as they are entered so no additional manual
saving needs to be executed.
Editing Forms
The follow points may be helpful when modifying forms in Design View.
Grid lines - By default, a series of lines and dots underlay the form in
Design View so form elements can be easily aligned. To toggle this
feature on and off select View|Grid from the menu bar.
Change form object type - To easily change the type of form object
without having to create a new one, right click on the object with the
mouse and select Change To and select an available object type from
the list.
label in relation to each other (to move the label closer to a text box,
for example), click and drag the large handle at the top, left corner of
the object or label.
Tab order - Alter the tab order of the objects on the form by selecting
View|Tab Order... from the menu bar. Click the gray box before the
row you would like to change in the tab order, drag it to a new
location, and release the mouse button.
Page Header and Footer - Headers and footers added to a form will only
appear when it is printed. Access these sections by selecting View|Page
Header/Footer on the menu bar. Page numbers can also be added to these
sections by selecting Insert|Page Numbers. A date and time can be added
from Insert|Date and Time.... Select View|Page Header/Footer again to
hide these sections from view in Design View.
What Is A Subform?
A subform is a form that is placed in a parent form, called the main form.
Subforms are particularly useful to display data from tables and queries that
have one-to-many relationships. For example, in the sample below, data on
the main form is drawn from an item information table while the subform
contains all of the orders for that item. The item record is the "one" part of
this one-to-many relationship while the orders are the "many" side of the
relationship since many orders can be placed for the one item.
The remainder of this page explains three methods for creating subforms and
they assume that the data tables and/or queries have already been created.
Use this method if neither form has already been created. A main form and
subform can be created automatically using the form wizard if table
relationships are set properly or if a query involving multiple tables is
selected. For example, a relationship can be set between a table containing
customer information and one listing customer orders so the orders for each
customer are displayed together using a main form and subform. Follow
these steps to create a subform within a form:
From the same window, select another table or query from the
Tables/Queries drop-down menu and choose the fields that should
appear on the form. Click Next to continue after all fields have been
selected.
Select a tabular or datasheet layout for the form and click Next.
Enter the names for the main form and subform. Click Finish to create
the forms.
Subform Wizard
If the main form or both forms already exist, the Subform Wizard can be
used to combine the forms. Follow these steps to use the Subform Wizard:
Open the main form in Design View and make sure the Control
Wizard button on the toolbox is pressed in.
If the subform has not been created yet, select "Use existing Tables
and Queries". Otherwise, select the existing form that will become the
subform. Click Next to continue.
Next.
On the final dialog box, enter the name of the subform and click
Finish.
Drag-and-Drop Method
Use this method to create subforms from two forms that already exist. Make
sure that the table relationships have already been set before proceeding
with these steps.
Drag the form icon beside the name of the subform onto the detail
section of the main form design.
Tab controls allow you to easily create multi-page forms. Create a tab control
by following these steps:
Click the Tab Control icon on the toolbox and draw the control on the
form.
Add new controls to each tab page the same way that controls are
added to regular form pages and click the tabs to change pages.
Existing form controls cannot be added to the tab page by dragging
and dropping. Instead, right-click on the control and select Cut from
the shortcut menu. Then right-click on the tab control and select
Conditional Formatting
Special formatting that depends on the control's value can be added to text
boxes, lists, and combo boxes. A default value can set along with up to three
conditional formats. To add conditional formatting to a control element,
follow these steps:
Select the control that the formatting should be applied to and select
Format|Conditional Formatting from the menu bar.
Field Has Focus will apply the formatting as soon as the field
has focus.
Add additional conditions by clicking the Add >> button and delete
conditions by clicking Delete... and checking the conditions to erase.
If you decide the type of a control needs to be changed, this can be done
without deleting the existing control and creating a new one although not
every control type can be converted and those that can have a limited
number of types they can be converted to. To change the control type, select
the control on the form in Design View and choose Format|Change To from
the menu bar. Select one of the control types that is not grayed out.
To select two fields for the composite primary key, move the mouse over the
gray column next to the field names and note that it becomes an arrow. Click
the mouse, hold it down, and drag it over all fields that should be primary
keys and release the button. With the multiple fields highlighted, click the
primary key
Reports
Reports will organize and group the information in a table or query and
provide a way to print the data in a database.
Select fields from the list that the records should be grouped by and
click the right arrow button > to add those fields to the diagram. Use
the Priority buttons to change the order of the grouped fields if more
If the records should be sorted, identify a sort order here. Select the
first field that records should be sorted by and click the A-Z sort button
to choose from ascending or descending order. Click Next > to
continue.
Select a layout and page orientation for the report and click Next >.
Select a color and graphics style for the report and click Next >.
On the final screen, name the report and select to open it in either
Print Preview or Design View mode. Click the Finish button to create
the report.
To create a report from scratch, select Design View from the Reports
Database Window.
You will be presented with a blank grid with a Field Box and form
element toolbar that looks similar to the Design View for forms. Design
the report in much the same way you would create a form. For
example, double-click the title bar of the Field Box to add all of the
fields to the report at once. Then, use the handles on the elements to
resize them, move them to different locations, and modify the look of
the report by using options on the formatting toolbar. Click the Print
View button at the top, left corner of the screen to preview the report.
Printing Reports
Keyboard Shortcuts
Action Keystroke Action Keystroke
Database actions Editing
Open existing Select all CTRL+A
CTRL+O
database Copy CTRL+C
Open a new database CTRL+N Cut CTRL+X
Save CTRL+S Paste CTRL+V
Save record SHIFT+ENTER Undo CTRL+Z
Print CTRL+P Redo CTRL+Y
Display database Find CTRL+F
F11
window
Replace CTRL+H
Find and Replace CTRL+F
Spell checker F7
Copy CTRL+C
Toggle between Edit
Cut CTRL+X mode and Navigation F2
Paste CTRL+V mode
Undo CTRL+Z Open window for editing
SHIFT+F2
Help F1 large content fields
Toggle between Form Switch from current field
F5 ESC
and Design view to current record