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Courses - Microsoft
Access 207 |
| Description: |
Intermediate Microsoft Access 7 |
| Running Time: |
73
minutes |
| Pre-Requisites: |
Access 206 very strongly recommended |
| Versions: |
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We use Access XP in this course,
but the lessons are valid for all versions of Access from 95 to 2003.
There are cosmetic changes in Access 2007. Order before 3/15/2010 to
get a FREE upgrade to our 2007 version when released!
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Microsoft Access 207
Intermediate Access 7
Form-Based Field Filters, Macro
Collections, Allow Edits / Deletions / Additions, IIF Function, LIKE
Keyword, Compact & Repair.
73 Minutes. |
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AC207 Major
Topics |
- Form-Based Field
Filters
- Macro Conditions
- Allow Edits,
Deletions, Additions
- IIF Function
- LIKE Keyword
- Compact & Repair
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In this
class, and it's pre-requisite Access 206, we
are building a Task Management System to manage your "to do"
list. This is the second of a 2-part series on Task Management. In this
course you will learn how to hide completed tasks, show tasks by date,
set recurring tasks, set conditions (IF/THEN) in macros, learn about the
IIF function, and learn how to filter form results with your own text
boxes.
We will begin this class by creating a date
filter for our tasks - to only see tasks that are due up to and
including a certain date. We will use the AfterUpdate property to
assign a macro to it so it requeries the list when you change the date
automatically.
We will learn more complicated macro grouping
techniques, and how to assign all of these groups to buttons.
Next we'll learn about Macro Conditions,
which are essentially IF / THEN statements for macros. Use them to make
the macro smart and make decisions.
We will deal with recurring tasks... if the
task is set to be a "Daily" task, for example, just move the date
forward one day instead of closing it when someone clicks on the
Completed box.
We'll learn about some new form properties:
Allow Edits, Allow Deletions, and Allow Additions.
We'll also learn how to lock individual
form controls with the Locked property so that users can't change
them.
Next we'll learn about a real powerful
function called IIF or Immediate If. This is a function
that can act as an IF/THEN statement inside of queries or forms.
We will use that IIF function in several
places to determine whether or not to display tasks based on a checkbox
we'll place on the form (show all tasks or not?)
We will review manually filtering results
on a form.
Then we'll create our own set of combo boxes and
text boxes so our users can filter the results by setting the
values themselves - without having to know how to filter.
We will review how to use the LIKE keyword
to create wildcard parameters for our queries - allowing the users to
set filters based on any combination of characters in the description.
You will see how to deal with the problem that can
exist if one of your users doesn't pick a value - say assign a category
to a Task - and that task is missing. We'll compact and repair
our database.
We'll finish off the class by placing a button
for our new Task Management System on our Main Menu.
Make sure to get yourself a copy of the
Handbook for this course.
There are a ton of ideas that I threw in while I was writing the
book - after the course videos were made. The handbook has lots of extra
tips in it!
Don't miss this course! We cover a lot of really
cool tips and tricks with relation to macros and form values.
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Access 207 Outline
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Lesson 1. Task Query
Creating a TaskQ query
Create a TaskViewDate form field to limit the date
Base the data in the query on the date on the form
Run our requery macro in the On Open event
Run our requery macro in the AfterUpdate for the date
Copy date reset buttons from TaskF to TaskListF
Lesson 2. Recurring Tasks
Learn about Macro Conditions (groups)
Conditions are IF/THEN statements for Macros
If the Completed box is clicked on a recurring macro increment
date
Deal with weekly, monthly, and other tasks
Allow Edits form property
Allow Deletions form property
Allow Additions form property
Locked control property
Lesson 3. Choose to Hide Future Tasks
Create a Show All Tasks check box
If the check box is unchecked, hide tasks by date
If checked, show all of the tasks regardless of date
Use the IIF() function to determine if task in future
Use the NOT keyword to negate values
Complex IIF() function with multiple conditions
Nested statements using AND and OR clauses
Feeding query results into a second query Task2Q
Lesson 4. Filtering Results
Manually filtering using built-in Access filters
Filter By Selection, Remove Filter/Sort
Creating our own filter text and combo boxes
Adding * values to our supporting tables
Review of the LIKE keyword in queries
Manually editing the Column Count and Column Width
Lesson 5. Miscellaneous
Dealing with missing data
Tasks without a category won't show. Fix this.
Compact and Repair Database
Add Tasks button to Main Menu |
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Student Interaction:
Microsoft Access 207
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Richard on 1/1/2007:
Task Management Part Two, hide completed tasks, IF conditions in macros, IIF function, filter combo boxes |
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joe on 2/13/2008: I have a table called LeadDetailsT and one of the fields in that table is called TypeOfSale. TypeOfSale has 10 choices from a drop down box. One of the choices is called "Avaya Maint". I have a query that returns a bunch of data for me. I have a form which is based off of that query and in the form I have some blank boxes/fields where I can do calculations. One of the calculations I need to do on the form is IF TypeOfSale = "Avaya Maint" THEN multiply Field A x 0.07 OR IF TypeOfSale = any other choice THEN multiply Field A x 0.15 |
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Richard Rost on 2/28/2008: Joe, this is the exact kind of thing you need PROGRAMMING in VBA for. I start covering this kind of thing in Access 301. You can use a classic IF/Then statement in an AfterUpdate event, or you can use an IIF function. |
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Judith Koester on 4/29/2008: Access207 Recurring @6:02 - My TaskListF and TaskF open together fine. When I check Completed on the TaskF on a daily, weekly task the date changes OK. Then Requery the TaskListF – OK. However, when I check Completed on a Non-Recurring task, nothing happens. Also check marks don’t show up on TaskF or TaskListF at all even though date changes. When I remove the TaskRecurringM from Completed on the TaskF, I get check marks, but of course my dates don’t change.
I have been working this for 2 weeks and going back over the lessons, Macros, Events, etc. and can’t find out what is going wrong.
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Richard Rost on 5/24/2008: Judith, this one is MY FAULT. The problem is that I didn't correctly show you how to use the CONDITION column in the macro builder. See, just like I said in the video, I almost NEVER use macros. I use VBA programming for almost everything (especially something this easy). And, unfortunately, I didn't test this thoroughly enough in class to notice this problem - which is why this user feedback interaction is so cool.
Anyhow, here's what happened... I forgot to tell you that you either need to copy the conditional statement down to the NEXT ROW for each item that is supposed to run UNDER it, *OR* use an ELIPSIS to indicate that the current condition runs as part of the previous one.
So, what's happening right now, is the first condition runs, which is [RecurringCombo]=1 and it performs its SetValue command if that is the case, but then the NEXT line runs REGARDLESS OF THE CONDITION because it has no condition. So in ANY CASE, the value of the Completed checkbox is made FALSE.
How to fix it? Either copy the condition down from the previous line, or just put a ELIPSES (...) there to indicate it's part of a "BLOCK" of statements.
I'll make sure to make this change to the video the next time I edit the class, but I'm very happy you found this problem. This is a MAJOR booboo on my part. I really haven't done anything in any of my personal projects with Macros in YEARS (again, all VBA), so that's why I didn't catch it. As soon as you mentioned this was happening, I was like "uh oh... my bad." :) I'm just sorry I didn't get to this sooner. I've been so busy I haven't had a chance to go through my Blog posts in a long while.
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Richard Jenkinson on 9/30/2008: I couldn't get this to work for ages. After a lot of trial and error I have finally got it working. I'm pretty sure the solution was changing the 'Description' field in the RecurringT to a unique name. In the TaskListF I was getting '#Name?' in the description field and I think this was because Access didn't like the fact I had two fields called 'Description' - one in the TaskT and one in the RecurringT. I'm not sure if this is just a problem for Access 2007 but I thought I'd note it in case anyone else experiences the same problem. |
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Debbie on 2/24/2009: I built a query based on 3 tables i then built a report based on this query, i then built a form where you can add new records. These are all supposed to work together but they don't! I have checked the vba and it seems to be fine I don't know what else i'm supposed to check can you help. |
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Richard Rost on 2/26/2009: Debbie, I'd love to help you, but you haven't given me anywhere near enough information. Tell me what's not working, and what it's supposed to do. |
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Debbie on 2/26/2009: All 3 table are supposed to work together to build and update a report every time a new record is added. The query is not picking up or pulling any records out of the table that i created.In the query there are 3 tables 2 of them already exist and i created 1 for the form that i'm using with the add new record command button and the one that i created is the one that the query is not picking up on.i have checked the joining properties and they seem fine, i have them left joined |
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Richard Rost on 2/26/2009: Debbie, again this doesn't help me. I guess I would need to see what you're doing and how your database is laid out in order to help you. If you have a query based on a new table and it's not pulling records from it, then something is either wrong with your query, or your data isn't making it to the table. Just based on the description you've given me, however, it's impossible for me to tell. Why don't you submit this to me, along with a copy of your database, to my TechHelp page. |
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Lynn Shankles on 11/6/2009: Hi. I need help with an Access problem. I have a form with several tabs to track production. One of the table is a total tab that pulls information from the tufting, latex, powder and felt tabs. I am trying to create a IIF then statement that says if there is no date in the felt tab go to the powder tab. If there is not date in the powder tab then go to the latex tab and so on and so forth. Can you help me with the forumula? |
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