The Expert series is my intermediate set of lessons. It's the bridge between the Beginner lessons and the Advanced and Developer series where you'll learn more sophisticated automation and programming techniques. These classes go beyond the fundamentals and focus on building practical, real-world databases using relationships, advanced queries, action queries, imports and exports, reporting, mail merge, charts, financial functions, and many other tools that professional Access developers use every day. The good news is that you can accomplish an amazing amount in Microsoft Access without writing a single line of VBA code. If you've completed the Beginner series and are ready to take your database skills to the next level, this is the perfect place to continue your journey.

Microsoft Access Expert Courses			Options Sort: Date Title   |   Display: Full Compact
	Access Expert 32 Expand your skills by learning how to create letter report headers, dynamic report list forms, and calculate advanced statistics like rank, median, and mode using subqueries. This course also introduces macros, showing you how to automate tasks such as inserting blank labels at the top of mailing sheets. You will work with grouping, formatting reports, using functions like Left and IIf, and discover automated and manual methods for report lists. Ideal for users ready to automate reporting and manage data workflows with practical, real-world Microsoft Access techniques.
	Access Expert 31 Learn how to create and format bar charts, pie charts, and 3D charts for dynamic data visualization in Microsoft Access. This course covers setting up data tables, adding charts to forms, adjusting chart properties such as titles, colors, legends, and trendlines, as well as managing chart components like axes and data series. You will also build interactive dashboard forms to display multiple charts, incorporate real sales data using queries, and explore essential formatting options to enhance the appearance and functionality of your charts and dashboards.
	Access Expert 30 This course covers how to use Access financial functions like PMT, FV, NPER, RATE, and PV to build powerful calculators for loan payments, investment growth, interest rates, time-to-goal savings, and house affordability. Learn to set up tables and queries for real-world scenarios, including loan amortization schedules and solutions for principal and interest breakdowns. The lessons demonstrate practical applications such as calculating monthly payments, determining initial deposits needed for savings goals, and estimating how much house you can afford, with clear instructions on using each function and handling formatting or common calculation issues.
	Access Expert 29 Learn how to use powerful aggregate functions like Sum, Average, Count, Max, and Min, as well as domain aggregate functions including DLookup, DSum, DCount, and DMax to summarize, search, and analyze your data in Microsoft Access. This course shows you how to calculate running totals, build editable auto-increment counters, and display running balances in reports and forms. You will also discover how to replace Excel VLOOKUP logic using DLookup and DMax for advanced lookup tables, create dynamic criteria, and work with related records for real-world tasks like sales forecasting and credit category assignment.
	Access Expert 28 Learn advanced date and time functions in Microsoft Access with this course that covers breaking apart dates into components, using DateAdd, DateDiff, DatePart, and DateSerial for calculations, and extracting information like years, weeks, and weekdays. You will also create ordinal date suffixes, generate lists of upcoming birthdays, and set up table-level validation rules to ensure data integrity. Explore practical examples such as calculating due dates, aging, handling workdays, and building dynamic queries, helping you master efficient and accurate date handling in your Access databases.
	Access Expert 27 Learn how to work with Date and Time functions in Microsoft Access, including using date math, formatting date and time fields, and applying criteria for dynamic queries. This course covers essential techniques like creating an accounts receivable aging report, handling hour and minute data, and solving challenges such as shifts crossing midnight and converting worked hours to readable formats. Gain hands-on experience with functions like Date, Time, Now, CDate, and Format, as well as practical approaches to aggregating and displaying time-based data for powerful, real-world reporting and analysis.
	Access Expert 26 This course covers essential math and type conversion functions in Microsoft Access, including ABS, ROUND, INT, FIX, and VAL, along with advanced calculations like square roots, exponentials, logarithms, and trigonometry. You will learn how to use modulus and integer division, generate random numbers, and convert data between types using functions such as CInt, CLng, CDate, and CString. Practical examples show how to handle numeric and string data, perform rounding, convert between degrees and radians, and apply these methods to solve real database problems.
	Access Expert 25 Learn how to efficiently manipulate and analyze text and data using string functions like Left, Right, Mid, InStr, Len, Trim, and Replace, and master logical functions including IsDate, IsNull, IsNumeric, IF, SWITCH, and CHOOSE in Microsoft Access. This course uses practical examples to show how to extract, clean, and compare data, perform advanced conditional calculations, apply logical operators like AND and OR, and combine functions for real-world database solutions, preparing you for more advanced functions in your Access projects.
	Access Expert 24 Learn how to efficiently import and manage RSS feeds and real-time weather data from top sources directly into Microsoft Access. This course shows you practical techniques for importing XML data, adjusting table structures, and displaying up-to-date weather with web browser controls and auto-refresh. You will also discover how to share your data with multiple users by linking Access tables to an online SQL Server database, including detailed steps for setup and live data synchronization. Perfect for users seeking to automate updates and securely share data across different locations.
	Access Expert 23 Learn how to set up remote data entry databases for offline use, import PayPal CSV transactions while preventing duplicates, and design tables with composite keys to ensure data integrity. This course also covers exporting and importing multiple related tables using XML, syncing updates between remote and main databases, and best practices for handling bank data and transaction imports. Get practical tips for managing duplicate checks, maintaining relationships between records, and making the most of powerful Access features for importing, exporting, and data validation.
	Access Expert 22 Learn how to fix non-relational data from spreadsheets by importing and normalizing tables, efficiently update vendor pricing from Excel files using action and update queries, and resolve order entry issues where product price changes affect historical orders by storing prices at the time of sale. The course covers using DLookup functions, cleaning duplicate data, automating tasks with macros, and handling challenges like data type mismatches and complex queries, giving you practical tools to maintain accuracy in your order entry system and streamline database management.
	Access Expert 21 Learn how to seamlessly import and link tables, queries, forms, and reports between databases, set up a robust split database environment with front end and back end files for multi-user access, and secure your data with proper record locking and permissions. This course covers everything from sharing databases on a network and managing different user roles to relinking tables, using ACCDE files for protection, and troubleshooting common issues, giving you the tools to confidently manage and maintain efficient multi-user setups in Microsoft Access.
	Access Expert 20 Learn how to maximize your database capabilities by sending bulk email using Word Mail Merge with Outlook, seamlessly importing and linking data from Excel spreadsheets, text files, and HTML documents, and efficiently managing data imports and cleanup. Explore exporting and importing XML files with schema definitions, and connect your Access databases directly to Outlook folders to manage emails and contacts. This course guides you through best practices for integrating diverse data sources, troubleshooting common errors, and creating smooth workflows between Access, Word, and Outlook.
	Access Expert 19 Learn how to enhance your databases with conditional formatting, using field value rules, data bars, and expressions to highlight key data points. This course covers exporting tables and queries to Excel with formatting, generating reports, labels, and performing mail merge with Word, plus creating delimited or fixed width text files for universal compatibility. Explore advanced export options like XML, PDF, Access databases, and SharePoint lists, and discover tips for handling formats, saving export steps, and sharing data efficiently across platforms.
	Access Expert 18 Take your query skills to the next level with advanced topics including crosstab queries with fixed column headings, grouping data by month or quarter, and using parameters and criteria. Learn how to build find duplicates and unmatched record queries both with wizards and manually, plus use the Partition function to create value ranges and product tiers. Explore crucial query properties like Unique Values, record locking, Cartesian products, and advanced join types to refine your Access solutions and uncover insights from your data.
	Access Expert 17 Learn how to streamline your workflow by using action queries to archive and manage old unpaid orders, including creating update, append, make-table, and delete queries. This course guides you through setting up archive tables, adding review processes, backing up critical data, and customizing your interface with button macros. You will also discover how to combine current and archived records with union queries for reporting, and finish by building crosstab queries to summarize sales data by month and state, giving you robust tools to organize, automate, and analyze your business data effectively.
	Access Expert 16 Advance your skills with expert techniques for automating tasks and managing data in Microsoft Access by learning how to run multiple action queries using embedded macros, suppress warning messages with SetWarnings, and execute complex delete queries across related tables. Discover how to use make table queries for backups and data export, handle mailing lists involving multiple parents with both flat and relational designs, and effectively merge current and archived data using union queries. Perfect for those looking to streamline processes and leverage advanced query features.
	Access Expert 15 Learn how to efficiently track student attendance and manage data with append queries, delete queries, and many-to-many relationships in Microsoft Access. This course guides you through building class, student, and attendance tables, creating forms and subforms for enrollment and attendance, designing automated buttons and macros, and generating detailed attendance reports by student or date. You will also learn to archive old contact records safely by combining append and delete queries, plus explore best practices for data organization and automating everyday database tasks.
	Access Expert 14 Take your database management skills to the next level by mastering advanced update queries and append queries to efficiently clean and standardize phone numbers, change email domains, split combined first and last names, and convert non-relational tables to a robust relational structure. Learn how to use key functions like REPLACE, LEFT, RIGHT, INSTR, CSTR, and NZ for data scrubbing and automation, including using macros for repetitive tasks. Plus, set up an effective attendance-tracking system, streamline daily processes, and ensure your data is accurate and easy to maintain.
	Access Expert 13 Learn how to harness action queries in Microsoft Access to efficiently modify data with techniques for using update queries, append, delete, and make table queries. Discover how to filter report results with WHERE conditions, automate tasks like updating records based on criteria, assign sales reps, adjust product pricing, and mark orders as shipped. The course also covers powerful string functions like Ucase, Lcase, and text conversion to standardize data, along with tips for managing exceptions, handling table relationships, and performing safe backups before making bulk updates.
	Access Expert 12 Learn how to build advanced forms and reports in Microsoft Access, including an interactive Order List Form with totals, payment status, and filters, as well as an Employee Work Log for time tracking and activity logging. This course covers fixing calculation issues in reports, setting default values for fast data entry, and mastering powerful report grouping features, such as grouping by state, week, or customized currency intervals. You will also use queries with aggregate functions, customize layouts with headers and footers, and explore the report wizard for streamlined report creation.
	Access Expert 11 Learn to harness the power of aggregate queries in Microsoft Access to create advanced summaries using sum, average, count, max, and min functions. This course covers grouping by fields like state or month, using complex query criteria with date filtering, analyzing sales data, finding the lowest product costs with DLookup, listing each customer's latest contact details, and tracking employee hours with total and overtime calculations. You will also use the DSum function, set up refreshed dashboard summaries, and design practical forms and reports to maximize efficiency with your Access databases.
	Access Expert 10 Learn how to enhance your Microsoft Access database by letting invoices double as quotations, displaying paid or unpaid status, and setting up system default values like company info for easy updates. This course covers using the DLookup function to pull data such as tax rates and sales rep details directly from tables, and configuring combo boxes and table relationships for sales reps and service techs. You will also explore calculated table fields versus query fields, learning their pros, cons, and best practices to streamline your forms and reports.
	Access Expert 9 Learn how to customize your order entry system in Microsoft Access by setting up customer discount rates, handling multiple sales tax rates, and distinguishing between taxable and non-taxable products. This course guides you step by step through updating tables, queries, and forms to enable flexible discounts, accurate tax calculations, and system-wide defaults. You will also build a professional-looking printable invoice using sub-reports and advanced formatting, while exploring techniques like managing default values and cascading data between related forms. Perfect for anyone looking to streamline their Access-based invoicing and sales workflow.
	Access Expert 8 Learn how to build a powerful order entry system in Microsoft Access, including designing tables and building forms with subforms to manage vendors, products, and customers. This course covers creating and linking an order details table for line items, using calculated fields in queries for totals and sales tax, working with the IIf function and IsNull for advanced logic, and applying proper rounding techniques like bankers rounding. By the end, you will have hands-on experience setting up relationships, combo boxes, formatted subforms, and automatic calculations in your Access database.
	Access Expert 7 Learn how to properly set up many-to-many relationships in Microsoft Access with real-world examples such as customers and groups or vendors and products. This course covers the pitfalls of using the Lookup Wizard, the benefits of using junction tables, and step-by-step instructions for building forms, subforms, and combo boxes to manage complex data relationships. Plus, you will generate mail merge letters, design custom reports for postcards, and handle duplicate values using queries, all while following best practices for database structure and report formatting in Access.
	Access Expert 6 Learn how to use Microsoft Access to automate collection letters and mass mailings, including building and joining order and customer tables, creating queries for overdue accounts, designing customizable letter templates for different date ranges with rich text formatting, and generating targeted mailings by customer status or lead source. You'll set up forms that automatically adjust criteria, develop flexible queries and reports, and manage both collection and generic letters efficiently within your database. This course is perfect for anyone ready to expand their Access skills into real-world business communications and automated reporting.
	Access Expert 5 Upgrade your Microsoft Access contact database by learning how to write and print letters using rich text, design a professional letter report for printing and emailing, and streamline correspondence with a customizable Print Letter button and embedded macros. This course covers building a contact letter query, formatting reports for window envelopes, exporting or emailing letters in multiple formats including PDF and Word, and enhancing productivity by customizing the Access ribbon and Quick Access Toolbar. Perfect for efficiently managing and automating personalized communication directly within your Access database.
	Access Expert 4 Learn how to enhance your Microsoft Access databases by building one-to-one relationships, creating extended customer forms with advanced platform controls like option groups, toggle buttons, and image controls, and organizing data using subforms and tab controls. Discover how to manage family member relationships, utilize helper forms, work with combo and list boxes, and display images efficiently without storing them in your tables. The course also covers using toolbox controls such as hyperlinks, web browser, and page breaks to improve forms and reports, while providing guidance on better database structure and usability.
	Access Expert 3 Learn how to harness the power of SQL in Microsoft Access by editing query statements for combo boxes and forms, and efficiently track customer follow-ups with a custom callback form. Explore building and connecting subforms to display related records, and enhance your forms with dynamic footer totals using functions like sum and count. This course covers updating tables, customizing form navigation, and applying best practices for relationships and queries to streamline your Access databases.
	Access Expert 2 Learn how to structure your Microsoft Access databases efficiently by applying normalization principles, eliminating redundancy, and managing relationships between tables. This course covers defining referential integrity, setting up one-to-many relationships, and using cascade update and delete options to keep related data consistent. You will also discover practical techniques for opening related forms, setting default values across forms, and managing subdatasheets, helping you design robust, user-friendly Access solutions.
	Access Expert 1 Learn how to build efficient Microsoft Access applications by mastering relational database concepts, including setting up tables with primary and foreign keys, defining table relationships, and creating powerful relational combo boxes for data entry. This course guides you through designing linked tables, using different join types in queries to connect data, and customizing forms to display related information cleanly. Whether updating existing database structures or creating robust queries and forms, you will gain practical skills for eliminating duplicate data and improving productivity in Access.

Next up... the Advanced Series...

Become a Member. Save 50%

Join my Learning Connection program. Get the next class in the series each week at a 50% discount. Cancel any time. The most effective way to learn. Also, don't forget to check out my TechHelp videos! New lessons released almost every day.