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Microsoft Office Access 2007 Forms, Reports, and Queries Paul McFedries

Microsoft Office Access 2007 Forms, Reports, and Queries By Paul McFedries

Microsoft Office Access 2007 Forms, Reports, and Queries by Paul McFedries


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Summary

Microsoft Access is a large, intimidating program. It presents challenges from the outset. This book aims to give you the skills required to extract the data you need (queries), build efficient front-ends for that data (forms), and publish the results in an attractive and easy-to-read format (reports).

Microsoft Office Access 2007 Forms, Reports, and Queries Summary

Microsoft Office Access 2007 Forms, Reports, and Queries by Paul McFedries

Everything you need to master Access 2007 forms, reports, and queries. -Charles Carr, Reviews Editor, ComputorEdge Magazine Create Forms for Business Ensure Data Entry Accuracy Build Elegant Form Interfaces Collect Data Via Email Design Effective Business Reports Make an Invoice Report Create Mailing Labels Extract Data Work with Multiple Tables Calculate Discounts Analyze Data Develop your Microsoft Access expertise instantly with proven techniques Let's face it: Microsoft Access is a large, intimidating program. Most people never progress beyond creating simple tables and using wizards to build basic forms and reports. At the same time, you need information and you know that what you seek is embedded somewhere in your Access database. Without a more sophisticated knowledge of how to extract and present that data, you're forced to rely on office gurus and overworked IT people to provide canned reports or one-size-fits-all solutions. This book changes all that by giving you the skills to build efficient front-ends for data (forms), publish the results in an attractive and easy-to-read format (reports), and extract the data you need (queries). This book shuns the big Access picture and instead focuses intently on forms, reports, and queries. This in-depth approach will give you the knowledge and understanding you need to get at the data and prove the old saw that knowledge is power. * Focuses on the three technologies that you must master to get the most out of Access: forms, reports, and queries. * Avoids database theory in favor of practical know-how that you can put to use right away. * Packed full of real-world examples and techniques to help you learn and understand the importance of each section. * Covers what's new and changed in Microsoft Access 2007. Introduction Part I: Creating Forms Chapter 1 Creating and Using a Form Chapter 2 Working with Form Controls Chapter 3 Designing Forms for Efficient and Accurate Data Entry Chapter 4 Designing Forms for Business Use Chapter 5 Creating Specialized Forms Part II: Designing and Customizing Reports Chapter 6 Creating and Publishing a Report Chapter 7 Designing Effective Business Reports Chapter 8 Designing Advanced Reports Chapter 9 Creating Specialized Reports Part III: Creating Powerful Queries Chapter 10 Creating a Basic Query Chapter 11 Building Criteria Expressions Chapter 12 Working with Multiple-Table Queries Chapter 13 Creating Advanced Queries Chapter 14 Creating PivotTable Queries Chapter 15 Querying with SQL Statements Index

About Paul McFedries

Paul McFedries is the president of Logophilia Limited, a technical writing company. Now primarily a writer, Paul is well known as a teacher of Microsoft Office and Microsoft Windows, and has worked as a programmer, consultant, database developer, and website developer. He has written more than 50 books that have sold more than three million copies worldwide. These books include Tricks of the Microsoft Office 2007 Gurus (Que, 2007), Formulas and Functions with Microsoft Excel 2007 (Que, 2007), VBA for the 2007 Microsoft Office System (Que, 2007), and Windows Vista Unleashed (Sams, 2006).

Table of Contents

Contents Introduction 1 What's in the Book 2 This Bookis Special Features 2 The Examples Used in the Book 3 I CREATING FORMS 1 Creating and Using a Form 7 Building a Basic Form 9 Building a Standard Form 9 Building a Split Form 11 Building a Multiple Items Form 11 Creating Simple Forms with the Form Wizard 12 Navigating a Form 14 Creating a Form in Design View 15 Displaying the Design View 15 Changing the Record Source 15 Understanding Form Controls 16 Adding Fields to the Form 17 Changing the Size of the Form 18 Viewing the Form 18 Assigning an AutoFormat in Design View 19 Working with Form Properties 20 Working with the Form Header and Footer 20 Adding a Logo 22 Adding a Title 23 Formatting the Background 23 Creating a Form Interactively in Layout View 25 Case Study: Protecting the Form and Data from Other Users 26 From Here 27 2 Working with Form Controls 29 Manipulating Form Controls 29 Inserting Controls on a Form 30 Selecting Controls 30 Formatting Controls 31 Adding Conditional Formatting 31 Sizing Controls 33 Moving Controls 34 Creating a Control Layout 36 Working with Control Margins 38 Grouping Controls 38 Ordering Overlapped Controls 39 Converting an Unbound Control to a Bound Control 39 Changing a Controlis Type 40 Setting the Tab Order 40 Adding Labels to the Form 41 Inserting a Label 41 Editing the Label Caption 42 Using Labels to Create Keyboard Shortcuts for Controls 42 Adding Text Boxes to the Form 43 Inserting a Text Box 43 Using Text Boxes as Calculated Controls 44 Case Study: Creating a Mortgage Calculator 46 From Here 48 3 Designing Forms for Efficient and Accurate Data Entry 49 Preventing Errors by Validating Data 50 Helping Users with Text Prompts 50 Preventing Errors with Data Validation Expressions 51 Using Input Masks for Consistent and Accurate Data Entry 52 Using Controls to Limit Data Entry Choices 55 Working with Yes/No Fields 56 Using Option Buttons to Present a Limited Number of Choices 59 Case Study: Using an Option Group to Select the Shipper 61 Using Lists to Present a Large Number of Choices 62 Entering Data with ActiveX Controls 67 Entering Numbers Using a Spin Button 68 Entering Numbers Using a Scrollbar 69 Entering Dates Using a Calendar 71 Collecting Form Data via Email 72 Sending the Access Data Collection Email Message 72 Replying to an Access Data Collection Email Message 74 Managing the Access Data Collection Replies 75 From Here 75 4 Designing Forms for Business Use 77 Using Forms in a Business Context 77 Why Collect the Data? 78 What Is the Data? 78 Who Are Your Users? 78 Ten Design Guidelines for Business Forms 79 1. Make Forms Fast 79 2. Make Forms Foolproof 79 3. Mimic Paper Forms When Practical 79 4. Give Users What They Need and Then Stop 79 5. Donit Neglect the Keyboard 80 6. Watch the Field Order (and the Tab Order, Too) 80 7. Watch Your Screen Resolution 80 8. Make Form Text Readable 80 9. Go Easy on the Extras 81 10. Organize Your Form Controls 81 Organizing Controls on the Form 81 Making Good Use of Lines and Rectangles 82 Organizing with Option Groups 83 Organizing with a Tab Control 84 Enhancing Form Text 86 Formatting Text 87 Text Formatting Tips and Guidelines 87 Applying Fancier Form Formatting 88 Working with Colors 88 Adding Images to Your Forms 91 Creating a Shadow Effect for Text 92 From Here 93 5 Creating Specialized Forms 95 Creating a Multiple-Table Form 95 Understanding Subforms 95 Creating a Form and Subform with the Form Wizard 96 Creating a Subform in the Form Design View 98 Working with Form Command Buttons 99 Case Study: Creating a Switchboard Form 102 Creating a Form Pop-Up Box or Dialog Box 103 Creating a Pop-Up Form 103 Creating a Modal Form 104 Using a Custom Form with a Parameter Query 105 Creating the Custom Form 105 Adjusting the Parameter Query 106 Using the Custom Form and Parameter Query 107 Creating a Startup Form 107 Creating a PivotChart Form 108 From Here 110 II DESIGNING AND CUSTOMIZING REPORTS 6 Creating and Publishing a Report 113 Creating a Basic Report 113 Creating Simple Reports with the Report Wizard 114 Creating a Report in Design View 116 Displaying the Design View 116 Changing the Record Source 117 Understanding the Architecture of Access Reports 118 Understanding Report Controls 119 Adding Fields to the Report 120 Adding Labels to the Report 120 Adding a Logo 121 Adding a Title 122 Adding Page Numbers to the Report 122 Adding the Date and Time to the Report 123 Changing the Size of a Report Section 124 Previewing the Report 124 Assigning an AutoFormat in Design View 125 Working with Report Properties 126 Formatting the Background 126 Manipulating Report Controls 128 Creating a Report Interactively in Layout View 136 Publishing a Report 137 Publishing on Paper 137 Publishing to Email 138 Exporting to Word 138 Exporting to PDF or XPS 139 From Here 140 7 Designing Effective Business Reports 141 Using Reports in Business 141 Whatis in the Report? 142 What Is the Goal of the Report? 142 Who Are Your Readers? 144 Ten Design Guidelines for Business Reports 145 1. Copy Legacy Reports When Practical 145 2. Give Users What They Need, Then Stop: Part 1 145 3. Give Users What They Need, Then Stop: Part 2 145 4. Use Page Numbers 146 5. Use Dates and Times 146 6. Watch the Field Order 146 7. Watch Your Screen Resolution 146 8. Make Report Text Readable 147 9. Always Sort and/or Group Data 147 10. Organize the Report Layout 147 Organizing Controls on the Report 147 Making Good Use of Lines and Rectangles 148 Creating Page Breaks 149 Enhancing Report Text 150 Formatting Text 150 Text Formatting Tips and Guidelines 151 Applying Fancier Report Formatting 152 Working with Colors 152 Adding Images to Your Reports 153 Adding Special Effects 154 Creating a Shadow Effect for Text 154 From Here 155 8 Designing Advanced Reports 157 Sorting and Grouping a Report 157 Setting Up Sorting Options 158 Setting Up Grouping Options 158 Sorting and Grouping Using an Expression 161 Adding Calculations to a Report 161 Using the Totals List 162 Inserting a Text Box 162 Using Text Boxes as Calculated Controls 163 Case Study: Creating an Invoice Report 165 Using Advanced Methods to Launching a Report 167 Launching a Report with a Command Button 167 Launching a Report with a Macro 169 Controlling Report Output 174 Adding Page Breaks After Sections 174 Starting Sections at the Top of a Row or Column 174 Avoiding Widowed Records 175 From Here 175 9 Creating Specialized Reports 177 Creating a Multiple-Column Report 177 Setting Up the Report 178 Tweaking the Page Setup 178 Troubleshooting Multiple Columns 180 Case Study: Using Multiple Columns to Reduce Report Page Count 181 Creating Mailing Labels 184 Running the Label Wizard 185 Creating a Custom Label 187 Creating a Mail Merge Report 187 Creating a Multiple-Table Report 189 Understanding Subreports 190 Creating a Report and Subreport with the Report Wizard 191 Creating a Subreport in the Report Design View 192 Creating a PivotChart Report 194 From Here 195 III CREATING POWERFUL QUERIES 10 Creating a Basic Query 199 Sorting Records 199 Sorting on a Single Field 200 Sorting on Multiple Fields 200 Filtering Table Data 201 Filtering by Selection 203 Filtering Excluding Selection 203 Filtering in Place 204 Applying Text, Numeric, and Date Filters 204 Filtering by Form 206 Learning About Filter Criteria 207 Creating a Filter 208 Working with Queries 210 Creating a Query 210 Creating a New Query Object 211 Selecting the Fields to Include in the Query 212 Entering the Query Criteria 213 Excluding a Field from the Query Results 213 Returning Only the Top N Values 213 Setting Field Properties 214 Running the Query 215 Querying Notes for Business Users 216 Case Study: Querying for a Mail Merge 217 Querying the Customers Table 218 Running the Mail Merge 219 Creating Queries with the Query Wizards 220 Creating Crosstab Queries 220 Creating Find Duplicates Queries 222 Setting Up a Find Unmatched Query 222 Working with a Query Dynaset 223 Understanding the Datasheet View 223 Navigating Fields 224 Entering Data 224 Adding More Records 225 Navigating Records 225 Selecting a Record 226 Copying a Record 226 Deleting a Record 227 Formatting the Datasheet 227 Working with Query Properties 228 From Here 229 11 Building Criteria Expressions 231 Using Operands in Criteria Expressions 232 Literals 232 Identifiers 232 Functions 233 Using Operators in Criteria Expressions 233 Comparison Operators 233 Arithmetic Operators 234 The Like Operator 235 The Between...And Operator 235 The In Operator 235 The Is Null Operator 235 Compound Criteria and the Logical Operators 236 Using the Logical Operators 237 Understanding Operator Precedence 238 Setting Up a Calculated Column 239 Calculating Inventory Value 240 Calculating Discounted Product Totals 241 Using the Built-In Functions 241 Using Text Functions 243 Using Date and Time Functions 246 Using Math Functions 251 Using Financial Functions 253 Working with the Expression Builder 256 From Here 257 12 Working with Multiple-Table Queries 259 Relational Database Fundamentals 259 The Pitfalls of a Nonrelational Design 259 How a Relational Design Can Help 262 Types of Relational Models 264 The One-to-Many Model 264 The One-to-One Model 265 The Many-to-Many Model 265 Enforcing Referential Integrity 266 Establishing Table Relationships 267 Understanding Join Lines 267 Identifying Join Types 268 Adding Tables to the Relationships Window 269 Joining Tables 269 Editing a Relationship 271 Removing a Join 271 Working with Multiple Tables in a Query 271 Adding Multiple Tables to a Query 271 Adding Fields from Multiple Tables 272 Nesting Queries Within Queries 273 Joining Tables Within the Query Design Window 274 Creating Other Types of Joins 275 Creating Outer Joins 275 Creating Self-Joins 278 Creating Theta Joins 279 Creating a Unique Values Query 280 Case Study: Drilling Down to the Order Details 282 Adding a Subdatasheet to a Query 284 Working with Query Subdatasheets 284 From Here 286 13 Creating Advanced Queries 287 Creating a Totals Query 287 Displaying the Total Row in the Design Grid 288 Setting Up a Totals Query on a Single Field 289 Setting Up a Totals Query on Multiple Fields 289 Filtering the Records Before Calculating Totals 290 Creating a Totals Query for Groups of Records 291 Grouping on Multiple Fields 291 Creating a Totals Query Using a Calculated Field 293 Creating a Totals Query Using Aggregate Functions 294 Combining Aggregate Functions and Totals 295 Creating Queries That Make Decisions 296 Making Decisions with the IIf Function 297 Making Decisions with the Switch Function 299 Case Study: Calculating a Customer Discount Rate 300 Calculating a Simple Discount Rate 300 Calculating a Complex Discount Rate 301 Running Parameter Queries 302 Creating a Simple Query Parameter 302 Specifying the Parameter Data Type 304 Running Action Queries 304 Modifying Table Data with an Update Query 304 Removing Records from a Table with a Delete Query 306 Creating New Tables with Make-Table Queries 307 Adding Records to a Table with an Append Query 309 From Here 309 14 Creating PivotTable Queries 311 What Is a PivotTable? 311 How PivotTables Work 312 Some PivotTable Terms 313 Creating a One-Dimensional PivotTable 314 Display Data Field Details 314 Displaying the Sum of the Data Field Values 316 Hiding and Showing the Data Details 318 Inserting an AutoCalc Data Field Summary Calculation 318 Changing the AutoCalc Calculation Type 320 Creating a Calculated Field 321 Removing a PivotTable Field 322 Creating a Multiple-Field One-Dimensional PivotTable 322 Creating a Two-Dimensional PivotTable 323 Analyzing Customer Orders by Product Category 324 Adding a Temporal Dimension to the PivotTable 326 Filtering a PivotTable 332 Using the PivotTable AutoFilters 332 Displaying Only the Top or Bottom Items 333 Grouping Field Items 335 Adding a Filter Field 335 Pivoting a PivotTable 336 Moving a Field to a Different Area 337 Changing the Field Order 338 Formatting a PivotTable 339 From Here 339 15 Querying with SQL Statements 341 Viewing the SQL Statement 341 Using SQL to Perform a Select Query 342 Understanding the SELECT Statement 343 Using SQL with Multiple-Table Queries 346 Adding a Calculated Column to the SELECT Statement 349 Using SQL to Total and Group Records 350 Using SQL to Set Up a Parameter Query 350 The Full SQL SELECT Syntax 351 Using SQL to Perform Action Queries 351 Using SQL to Perform an Update Query 352 Using SQL to Perform a Delete Query 352 Using SQL to Perform a Make-Table Query 353 Using SQL to Perform an Append Query 353 Using SQL to Create Subqueries 354 Using a Subquery to Define a Field 355 Determining Whether a Unit Price Is Greater Than the Average 355 Using a Subquery to Define Criteria for a Field 356 Using Subqueries That Return Dynasets 356 In Predicate: Customers Who Have Placed Orders 357 All Predicate: Products Cheaper Than All the Condiments 358 Using SQL to Create Union Queries 359 From Here 360 Index 361

Additional information

GOR003740322
9780789736697
0789736691
Microsoft Office Access 2007 Forms, Reports, and Queries by Paul McFedries
Used - Good
Paperback
Pearson Education (US)
20070509
408
N/A
Book picture is for illustrative purposes only, actual binding, cover or edition may vary.
This is a used book - there is no escaping the fact it has been read by someone else and it will show signs of wear and previous use. Overall we expect it to be in good condition, but if you are not entirely satisfied please get in touch with us

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