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Access Expert Level 10

Expert Microsoft Access Tutorial - 1 Hour, 27 Minutes
 
 
This Microsoft Access video tutorial picks up where Expert Level 9 left off. In this class  we will work with quotations, invoices (paid & unpaid), the DLOOKUP function, and calculated table fields. Topics include:
 
  - Quotation or Invoice
  - Paid or Unpaid
  - Nested IIF Functions
  - The DLOOKUP Function
  - Sales Reps & Service Techs
  - DLOOKUP Criteria (ID, String, Date)
  - Display Values Direct from Tables
  - Calculated Table Fields
  - Expressions in Queries vs Tables

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If you would like a preview of what's covered in this class,
click here to watch the first and last lessons of this course (free of charge), or scroll down for more information.




 

Access Expert Level 10
Description: Access Expert Level 10
Versions: Recorded with Access 2013. Also use with 2007 and 2010. The last short lesson on calculated table fields won't work with 2007 because that feature was added in 2010, but you're not missing much as I generally recommend against using them.
Pre-Requisites: Access Expert Level 9 strongly recommended
Running Time: 1 Hour, 27 Minutes
Cost: $24.99


This class picks up where Expert Level 9 left off. We will start by reviewing my solution to the homework assignment you were given in the last class. You were to move the name, address, and company logo of our fictitious company to the System Defaults table we created in Expert 9. This way you can display that information anywhere in the database without having to copy and paste it a million times if it changes. We'll also learn about Nested IIF Functions.

 

Next, you will learn about one of the most powerful functions in Access: DLOOKUP. You can use DLOOKUP to pull information directly out of a table or query without having to have a form open. We'll create a special form just for our System Defaults (instead of having them always sitting on the Main Menu) and then use DLOOKUP to read that data for our company name, address, and logo on our forms and reports.

 

We'll spend lots of time learning about DLOOKUP. In the previous example, we were just dealing with a table that only has one record: the System Defaults. However, DLOOKUP's true potential comes when you learn how to send it criteria to pick data from a specific record. We'll learn how to work with numeric (ID) criteria, text string criteria, and even date criteria. You'll learn about the troublesome "double-double quotes" which can make your life miserable if you don't get them right. We will use this technique to look up the phone number for an order's sales rep so that you can quickly display it on the order form and invoice.

 

We'll discuss how we can have multiple fields that are related to a value in another table, but have different names. For example, we'll have a SalesRepID and a ServiceTechID in the Customer's table (a sales rep and a service tech) but both will be related to the EmployeeT. You'll see how the relationships for this work.

 

Finally, we'll learn about Calculated Table Fields. These are similar to the Calculated Query Fields we worked with in previous lessons, however the results are stored directly in the table. You generally want to avoid using them, but there is an exception - and we'll talk about that in this lesson.

 

This is the tenth class in the Access Expert series. There's a lot of great material in this class. Learning DLOOKUP alone will make your databases much more powerful. Of course, if you have any questions about whether or not this class is for you, please contact me.
 

 

Complete Outline - Access Expert Level 10

00. Intro (7:02)

01. Quote or Invoice (28:09)
Add My Company Info to Defaults
Company Logo
Size to Tallest
Paid or Unpaid Text on Invoice
Refresh Dirty Record
IsQuotation Field on Order Form
Quotation or Invoice Text
Nested IIF Functions
Hide Paid Text if Quotation

02. DLOOKUP Function (12:10)
Move System Defaults to Own Form
DLOOKUP Field, Table
Get SalesTaxRate from DefaultT
Edit Invoice to use DLOOKUP
03. More with DLOOKUP (25:35)
Sales Rep for Customer
SalesRepID
ServiceTechID
Related Fields with Different Names
Sales Rep Combo Box
Service Tech Combo Box
SalesRepID on Order Form
Display Sales Rep's Phone Number
Criteria Format
"EmployeeID=" & SalesRepCombo
@@@-@@@-@@@ Phone Number Format
Strings Inside Criteria
Double Double Quotes ""
Dates in Criteria need # signs
AND Condition in Criteria
Add Rep Name and Phone to Invoice

04. Calculated Table Fields (8:31)
Expressions in Tables vs Queries
Problems with Calculated Table Fields
When to use them
Example: TimeToShip in Days

05. Review (5:35)

 


 
Keywords: Printable Invoice, microsoft access tutorial, microsoft access tutorial, microsoft access training, access 2007, access 2010, access 2013, quote, quotation, invoice, company logo, paid, unpaid, iif, dlookup, sales tax, criteria, and condition, calculated table fields, calculated values
 

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