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Access Search Seminar

Learn almost everything there is to know about searching and sorting in Access
 
 

This seminar will teach you just about everything there is to know about searching and sorting data in Microsoft Access. This seminar is for the intermediate to advanced Access developer. You will...

1. Learn how to perform basic find & replace, filter & sort operations
2. Create parameter queries to prompt users for input
3. Learn how to use form fields as parameters without prompts
4. Perform wildcard searches and learn how to deal with blank or NULL data
5. Search for records using a combo box on a form
6. Understand the difference between embedded macros and VBA code
7. Design a single-field search button to quickly find data in a selected field
8. Learn how to apply filters using VBA commands
9
. Design search forms using custom SQL commands and VBA
10. Manipulate your form search results and modify the sort order of records
11
. Create a simple search form designed for novice users with hidden advanced options
12. Build a recent customer list to quickly open those clients you work with often
13
. Search for data in multiple tables using one quick search form
14. Search for products using ranged criteria (between dates, dollar amounts, etc.)
15
. Quickly view summary information on returned result sets (count, max, min, etc.)
16. Design a natural language search that can decide what type of search you want
17
. Create a search-as-you-type form that updates results with each keystroke

Watch this video to learn more about this seminar:

 

 
Access Search Seminar
Description: Learn just about everything there is to know about searching and sorting in Access.
Versions: I will use Access 2010, however the lessons are valid for all versions of Access back to 2000 with some minor cosmetic differences.
Pre-Requisites: This course stands alone, however you would benefit greatly from having first taken Part One of my Access SQL Seminar. You should have completed at least our Beginner-level Access courses (at least 1-4) before taking this seminar. Our 300-series advanced classes would also be helpful, but not required. I will take the time to explain all of the SQL and VBA commands without assuming you know them already, but it would help to start with those other courses first, if you're planning on learning those topics in depth as well.
Running Time: 9 Hours, 26 minutes
Cost: $199 - Order multiple courses to receive a discount up to 50% off

 

Goals

There are four major goals for today's class.

  • You will learn how to perform simple search and sort operations in Access.

  • You will understand complex query parameters (especially when it comes to working with NULL values).

  • You will gain a basic understanding of SQL, specifically SELECT queries.

  • Finally, you will learn how to create dynamic SQL statements to control form searches and sorts with VBA commands.


 

Sample Database

You can download the database that is built in this class so you can test it and make sure it's right for your needs. Click here to download (Access 2007/2010 format).

 

Free Lessons

The introduction and first lesson of this seminar are FREE to watch online. This introduction covers most of what's listed below, including an overview of all of the topics and concepts covered in this seminar. Lesson 1 goes over basic searching and sorting. Click here to play.

AccessLearningZone.com

 

Concepts

We're going to start out in the first couple of lessons going over basic find, replace, filter, and sort techniques. Even if you consider yourself and advanced access user you should watch these first couple of lessons. You might pick up a couple of tips and tricks you didn't know and some techniques for showing other people how to perform basic searches inside of your Access databases.

 

Were going to then learn how to work with parameter queries which is having the database ask us for parameter for some criteria. We'll learn how to work with multiple AND/OR conditions and how to use those parameter queries in our forms.

 

We'll set up some database infrastructure including a Main Menu form, a continuous form to show all customers which will then filter to the show only customers in a particular state. Then we will make a button to open the specific selected customer from that continuous form.

 

We will learn how to work with form field parameters which is setting a value on one form and then using that as a criteria when we open up another form.

 

You will then learn about wildcard searches which is specifying a portion of a criteria and showing all the records that "kind of" match. For example, showing all states that start with the letter "N." We will then will cover a very difficult topic for beginner Access developers: how to deal with blank values. If the user leaves a criteria blank, do you want to show the NULL values or not.

 

Next you'll learn how to make a search combo box. We can simply pick a customer from a list and have the form jump immediately to a specific customer record.

 

Next we will learn about embedded macros and how they're different from VBA functions. We'll talk about the pros and cons of working with each. Then we will make a single field search button. This will be a button that searches a particular field, such as company name or phone number. Click the button, type in your criteria, and Access finds the first record matching your criteria. We'll design this form first using embedded macros, and then using VBA commands.

 

Next we will cover multiple field filters. Using some VBA code we can specify multiple parameters in a continuous form. Specify an AND/OR condition, click the Filter button, and Access will show you just those records.

 

Then we'll build something similar to the previous example, but instead of using filters will use SQL record source changes. Once again we'll see how to deal with blank values or NULL values in our search results.

 

Next we will learn how to change the sort order of our search results. Would you like ascending or descending sort? We'll change that with some toggle buttons. We'll also learn how to sort based on multiple fields.

 

We will take a look at how to build a search form that is designed for the novice user. If you have other people that are going to be using your database that aren't experts in Access, you want a way for them to quickly and easily search for information in the database. So we'll build a nice simple search form for them.

 

However, for you and other advanced users, you want to be able to enter additional search options. I'll show you how to make a button to resize your form show the advanced options menu. We'll learn how to resize a form using VBA code.

 

If you're like me, you probably have a small group of customers that you deal with on a regular basis. Next you'll learn how to create a recent customer list as part of your search form. Whenever you have a customer that you know you work with often, you can add him to a little mini list of recent customers. Just double-click on that customer's name his record opens up.

 

Next we will make a multi-table search form. If you're looking for information and you're not sure which table the data is in, you can type information to this form and it will search whichever tables you specify. For example you may wish to find all the people in your database from New York, whether they are employees, vendors, or customers. This form will search all three tables and present you with one single list. Double-click on any item to open the particular form that data is found on.

 

We we'll then build a form for searching products in a product table. You will learn how to search by vendor or product name but more importantly between ranges of values. For example, you can find all products that were updated between two dates, or find all products that are between a range of unit costs. You might have a particular product and you want find out who the cheapest vendor is. You'll learn how to display summary information on your search results such as the count of items found, the maximum value, the minimum value, and so on.

 

Next we will build a form focusing and natural language searching. This is where Access tries to determine what you're looking for based on the phrasing of your search terms. For example, are you searching with multiple keywords, or are you looking for a phrase inside of quotes. The search form will actually write custom SQL code based on how you type in your search phrase. This search is performed in as many fields of as many tables that you like.

 

We will then customize the natural language search form and turn it into a search-as-you-type form. As you are typing in your search phrase, Access updates the results with each character you press. You'll find this is very similar to how Google gives you the instant search results.

 

Finally we will learn how to take the custom SQL that our forms are writing for us and use that to print a custom report.

 

Lesson Summary

Lesson 1: Review the sample database that you can download for this class and we'll see how to perform a simple find and replace operation.

Lesson 2: Learn how to apply simple filters and sorts to our tables and forms.


Lesson 3:
Begin building a customer search form by using a parameter query to prompt the user for bit of information and then display the search form with just that data.

Lesson 4: Learn about menus and buttons. Make a main menu that will open up when the database starts. We will make a button to browse customers, and another button to show customers by state, and then open a specific customer record.


Lesson 5:
Learn how to get a parameter from a form field instead of having to use pop-up prompts.

Lesson 6: Wildcard searches. We can search for records based on any part of a criteria.

Lesson 7: Learn how to work with blank or NULL values.


Lesson 8:
Use the combo box wizard to create two different combo boxes to search for records in our form. Search for company name or customer name.

Lesson 9: Learn about Embedded Macros, how they're different from Visual Basic code, and the pros and cons of each.

Lesson 10: Build a single field search button using a Macro.


Lesson 11: Build a single field search button using VBA code.

Lesson 12: Create more find buttons. Make a find button for the company name field and for the address field. Also show you how to make your own subroutines.

Lesson 13: Apply filters using VBA code.

Lesson 14: Modify the record source of the form using an SQL statement.

Lesson 15: Add triple-state checkboxes to our form to view values that are NULL or are NOT NULL.


Lesson 16:
Add a second field to search by last name then first name, or state then city. Make a set of toggle buttons sort order (ascending or descending)

Lesson 17: Build a simple search form that is designed specifically for novice users; easy to use.

Lesson 18: Add some advanced options to the simple search form. Hide them by default and make a button to resize the form and show those advanced options for power users.

Lesson 19: Create a Recent Customers List.


Lesson 20: Handle the problem of the user typing to add the same customer to the Recent Customer List that's already on the list.

Lesson 21: Dynamically resize the column widths inside of your list box and the with of a list box itself. Determing the last time and date the customer was looked up, and number of times that customer's record was opened.

Lesson 22: Add labels the top of each column and our customer search list to sort based on that column.


Lesson 23: Begin building a multi table search form we can type in some parameters and then Access will search multiple tables for those values.

Lesson 24: Set up extra list boxes for vendors and for our employees and have one search button that will search and show results for all three tables.

Lesson 25: Construct a union query to bring the results from three tables into one and add check boxes so the user can select which of those three tables they want to search in.


Lesson 26: Start working on a product search form to allow the user to work with other types of data, for example currency values, dates, times, and so on.

Lesson 27: Learn how to search between a range of unit costs, or a range of dates.

Lesson 28: Summary information on search results. When you perform a search, obtain the number of records returned, the minimum or maximum values, etc.

Lesson 29: Search for customers that purchased a specific product. Get a count of those customers.


Lesson 30:
Natural language search. Search one or multiple tables, and one or multiple fields of data for an exact phrase - all from a single search box (just like Google).

Lesson 31: Learn how to break up a long search term into multiple shorter keywords

Lesson 32: Phrase searches. Negative keywords. Exact match searches.

Lesson 33: Search-as-you-type. As we key in our search phrase it refreshes the search results after each character is pressed.


Lesson 34: Learn how to take the search results we generate with their previous search forms and use that same SQL to print a report with those results

This is the perfect seminar for anyone who wants to learn how to search for or sort data in their access databases. There's something for everyone in this seminar - from beginner to advanced. Of course, if you have any questions about whether or not this seminar is for you, please feel free to  contact me. I'd be happy to answer any questions you might have.
 

 

Access Search Seminar Outline

00. Intro (19:06)

01. Simple Find & Replace (11:32)
Overview of Sample Database
CustomerT
CustomerF
Overlapping Windows
Find & Replace
Access Beginner 4
Find in a Table
Find in a Form
Use Ribbon
Backing Up Tables
Use Bottom Search Box
Find & Replace
Backup Your Data!
Replace All

02. Simple Filter & Sort (11:13)
Filter with column header button
Filtered/Unfiltered button
Apply filter
Blanks
Text Filters
Begins With
Clear Filter
Number and Date Filters
Filter by Selection
Filter Excluding Selection
Contains / Does Not Contain
Filter By Form
AND OR conditions in Filter by Form
Save As Query
Load From Query
Clear Grid
Advanced Filter
Sort Ascending / Descending
Sort by Multiple Fields

03. Parameter Query (13:53)
Simple Query
Benefits of a Query
Find Customers from NY
AND OR conditions
Parameter Query
CustomerListF
Form Design
Form Property Sheet
Record Source Property
Continuous Forms
Form Header/Footer
Change Form Record Source
Use Parameter Query in Form

04. Menus & Buttons (10:45)
Create Main Menu Form
Command Button Wizard
Show All Data
Show Specific Records
Startup Form
Show Customers By State Button
Open Selected Customer

05. Form Fields as Parameters (11:40)
Get Parameter From Form Field
Forms!FormName!FieldName
Search Parameter on Form
Unbound Text Box
Multiple Fields, OR Condition
Multiple Fields, AND Condition

06. Wildcard Searches (9:49)
LIKE Keyword
* and ?
String Concatenation
"*" & Criteria & "*"
Default Values Not Clearing
NULL values missing
Or Is Null

07. Showing Blank Values (19:06)
Null values problematic
Convert Null to Empty String ""
IIF Function
Rename a Query Field, Alias
Show ONLY blank values
Exact or Wildcard Search
Checkboxes
Show Blanks
Search City or State with Blanks

08. Search Combo Box (13:28)
Combo Box Wizard
Find a Record in my Form
Why Find Option Might be Missing
Company Name Search
LastName, FirstName Search
Combo Box Columns
Combo Box Column Widths
Use SQL to manipulate a combo box
Basic SQL Primer
SELECT Statement
ORDER BY for Sorting

09. Embedded Macros (21:03)
Unique list of company names
Group By in a query
Is Not Null
Type Mismatch
What is a Macro
Macro v. VBA Code
Examine Embedded Macros
Open Form Macro
SearchForRecord Macro
Quotes inside of Quotes
Single Quotes
Double Double Quotes
Make a Find Next Button
GoToControl
FindNextRecord

10. Single Field Search Button (11:43)
Wizard Default Search Button
Custom Search Button For 1 Field
Static Search for "XYZ"
User Prompt with InputBox
FindRecord Macro
SearchForRecord Macro
Full WHERE Condition SQL

11. Search Button with VBA (14:25)
Make Backup Copy of CustomerF
Creating VBA Code
Focus
DoCmd.GoToControl
DoCmd.FindRecord
Dim Variable
InputBox
Reset / Stop Code
If Then

12. More Find Buttons (13:05)
Company Name Search
Copy Paste Code
Make Your Own Subroutine
Sub Parameters
Comments
Finding the Next Record
Determine Previous Control
Screen.PreviousControl
Docmd.FindNext

13. Filters with VBA (23:24)
Simple Form Filter
DoCmd.ApplyFilter
If Then Else
DoCmd.ShowAllRecords
Concatenate Many Search Fields
And/Or Combo
Clear Filter Button

14. SQL RecordSource Form (14:40)
Build SQL Statement from Scratch
SELECT FROM
WHERE Clause
Me.RecordSource
Add a Sort Order
ORDER BY Clause
Order By Combo Box
Allow Deletions
Allow Additions
Allow Edits
Allow Filters

15. Dealing with NULL Values (10:52)
Adding IsNull to SQL
Adding NOT IsNull to SQL
Triple State Checkbox
Null Values Multiple Fields

16. Descending Sort Toggles (25:52)
Toggle Button
Button Quick Styles
Background Color
Hover Color
Pressed Color
Toggle.Caption Property
AfterUpdate Event for Toggle Button
RequeryForm Sub
Requery When ANY Value Changed
Sort DESC decending
Run Event when Form Opens
OnOpen Event
Add 2nd Field to Sort By
Definition Jump To
Add a No Sort Option

17. Simple Search Form (22:16)
Easier Form for New Users
Make sure user entered at least 1 item
Message if customer not found
Add new customer with one click
vbYesNoCancel MsgBox
vbYes
With Forms!CustomerF

18. Show Advanced Options (18:07)
Clear button
Tab Order
Determine if an email address
InStr Function
ENTER and ESC buttons
Button Default and Cancel Properties
Get form width property
Resize Form with Button
Me.Width
Twips
DoCmd.MoveSize

19. Recent Customer List 1 (17:43)
Listbox for Recent Customers
CustomerSearchT
On Error Resume Next
Simple Debugging
INSERT INTO SQL statement
Docmd.SetWarnings

20. Recent Customer List 2 (18:03)
Open Selected Customer
Listbox.Column()
OnDblClick Event
On Double Click
See if Customer Exists in Table
DLOOKUP
Look up a value in a table
NZ convert Null to Zero
Delete Query SQL
No Customer Selected on Delete

21. Recent Customer List 3 (17:33)
Change Width of Listbox
No ScrollBars Property for Listboxes
Listbox.ColumnWidths Property
Listbox.ColumnCount Property
Hide the Horizontal Scrollbar
Adjust Col Width in VBA
Format a Date with Format Function
UPDATE SET SQL
Increment In SQL

22. Recent Customer List 4 (25:08)
Sort Labels
Events and Default Values Conflicting
Reload Customer Search List
Order By Labels For Each Column
Default Sort Field
Beware Layout Mode Saving Design
Ascending / Descending Sort

23. Multi Table Search Form 1 (17:30)
Employee and Vendor Tables
Search Results to List Box
Split FirstName LastName to 2 fields
Left, Right, Len Functions

24. Multi Table Search Form 2 (18:41)
Set RowSource of CustomerList on Search
OnDblClick to Open Customer Form
Add EmployeeList, VendorList
Change SQL Statement Based on Which List

25. Multi Table Search Form 3 (24:00)
Create a UNION Query
Merge 3 Tables into 1 Query
Pull All Records from SearchUnionQ
Show Type of Record in Listbox
Select Case Statement
Open Whichever Form is Needed
Select Which Tables to Search In

26. Product Search Form 1 (17:31)
Create Product Table
ProductQ
Outer Join to Show All Products
Vendor Combo Box
Align to Grid
Size to Grid
Empty vs. Null - What to Look For
How to Test Empty or Null

27. Product Search Form 2 (12:02)
SQL for Product Search RowSource
Search Range of Unit Costs
Search Range of Dates Updated
Search Notes Field
Double Click to Open Product

28. Product Search Form 3 (10:50)
Domain Aggregate Functions
DLOOKUP Product Notes
Count of Records Returned
DCOUNT Function
Max and Min Unit Costs
DMAX and DMIN Functions

29. Product Search Form 4 (11:54)
Product purchased by how many customers
Aggregate Query Group By Count
List of customers who purchased product
Docmd.OpenQuery

30. Natural Language Search 1 (14:49)
CourseT Table
CourseF Form
CourseSearchF Form
Search Multiple Fields from One Lookup

31. Natural Language Search 2 (14:46)
Break up string into keywords
OR condition between keywords
Replace Function

32. Natural Language Search 3 (22:41)
Phrase search
Remove quotation marks
Highlight the search phrase in the form
SetFocus
SelStart
SelLength
Negative keywords
Exact match search

33. Search As You Type (18:36)
KeyDown, KeyUp, KeyPress Events
ASCII Character Codes
CHAR, ASC functions
On Change Event

34. Printing Reports (5:08)
DoCmd.OpenReport
Where Condition
Report Events

35. Review (3:21)

 


 

 

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