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Courses - Microsoft Access 104
Description: Using Microsoft Access 3
Running Time: 70 minutes
Pre-Requisites: Access 103 very strongly recommended
Previous Lesson: Access 103
Next Lesson: Access 201
Main Topics: Contact Management, String Concatenation, Report Headers, Sorting, Grouping, Page Numbers
Versions: This course is valid for Access 2000 through 2003. If you are using Access 2007 or 2010, you will still benefit from this course. You will find that the concepts are the same, but there are cosmetic differences between the versions.

    

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Microsoft Access 104
Using Microsoft Access

Creating a contact history table, string concatenation, contact history report, more form and report tricks. 70 Minutes.
 

AC104 Major Topics

  • Contact Management System
  • String Concatenation
  • Report Headers
  • Sorting & Grouping
  • Page Numbers

In this course we're going to begin building a Contact Management System. A “contact” is every instance of communication with a customer – via phone, in person, email, etc. We'll begin by building a table to store all of the contacts with our customers.

 

Next, you'll build a contact query, so that you can get - for example - a list of all contacts between two dates - of course the user can type these dates in when the query runs using parameters.

 

We'll learn about string concatenation - or taking two text fields (like First Name and Last Name) and smashing them together into one Full Name field.

 

Next we will make a contact report - showing all of the contacts for each of our customers. We'll learn about the Can Grow and Can Shrink properties in reports - which will allow certain fields (like our notes fields) to grow to fit the data in them.

 

Then we'll learn about Sorting and Grouping levels in reports - so that we can turn group headers and footers on and display all of a particular customer's contacts together in the same group.

 

Finally (with reports) you'll learn how to use the Page and Report Headers and Footers to put a classy title at the top of your report, and Page Numbers at the bottom of each page.

 

We'll go back to our Main Menu and add buttons for our new contact management features. We'll also create Tooltips on them (you know - those little yellow text boxes that pop up to tell you what a certain button does when you hover over it).

 

If you're interested in building your database into a professional-quality contact manager, this is the course for you. Say goodbye to your old Rolodex or Act! software. We're going to make Access do everything for you! By the end of the next few classes, you'll have something very powerful to use... and you can customize it to do exactly what you want it to!


 

 

Access 104 Outline
 
l. Introduction
Welcome
Objectives
Pre-Requisites
Versions
Sample Database Files

2. Contact Table
What is a "Contact"
Using the customer notes field for contacts
Limitations
Creating the Contact
Duplicate data problem
Setting the default date with the Now() function

3. Contact Query
Listing contacts by date
Show only a specific date between two dates
Between keyword
Let the user enter the dates with a parameter
Creating Full Name field by merging two fields
String concatenation
Formatting a query field
Format property

4. Contact Report
Using the page header
Selecting objects using the ruler bar
Notice an & disappears in label
&& in Label
Adding a line object
Keeping your line straight
Text boxes with large amounts of data are truncated
Can Grow / Can Shrink textbox properties
Can Grow / Can Shrink section properties
Sorting and Grouping
Sorting in the report
Group Header & Footer
Keeping a group together on a page
Report header / footer
Adding page numbers to your reports
Showing total number of pages

5. Miscellaneous
Put contact report on Main Menu
Control Tip Text

6. Review
Review topics
Skills check
What's next?
 


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