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Tutorial 3

Maintaining and Querying a Database

Microsoft Access 2010
              ®
Objectives                                               XP

      •     Find, modify, and delete records in a table
      •     Learn how to use the Query window in Design view
      •     Create, run, and save queries
      •     Update data using a query datasheet
      •     Create a query based on multiple tables
      •     Sort data in a query
      •     Filter data in a query




New Perspectives on Microsoft Office Access 2010                    2
Objectives                                            XP

      • Specify an exact match condition in a query
      • Change the font size and alternate row color in a
        datasheet
      • Use a comparison operator in a query to match a
        range of values
      • Use the And and Or logical operators in queries
      • Create and format a calculated field in a query
      • Perform calculations in a query using aggregate
        functions and record group calculations
      • Change the display of database objects in the
        Navigation Pane

New Perspectives on Microsoft Office Access 2010                 3
Query Window in Design View                  XP




New Perspectives on Microsoft Office Access 2010        4
Updating a Database                                 XP

      • Updating, or maintaining, a database is the process
        of adding, modifying, and deleting records in
        database tables to keep them current and accurate
         – Navigation mode
         – Editing mode




New Perspectives on Microsoft Office Access 2010               5
Finding Data in a Table                                    XP

      • The Find command allows you to search a table or
        query datasheet, or a form, to locate a specific field
        value or part of a field value




New Perspectives on Microsoft Office Access 2010                      6
Deleting a Record                                      XP

      • With the table open in Datasheet view, click the row
        selector for the record you want to delete
      • In the Records group on the Home tab, click the
        Delete button (or right-click the row selector for the
        record, and then click Delete Record on the shortcut
        menu)
      • In the dialog box asking you to confirm the deletion,
        click the Yes button




New Perspectives on Microsoft Office Access 2010                  7
Deleting a Record                            XP




New Perspectives on Microsoft Office Access 2010        8
Introduction to Queries                                 XP

      • Access provides powerful query capabilities that
        allow you to do the following:
         – Display selected fields and records from a table
         – Sort records
         – Perform calculations
         – Generate data for forms, reports, and other
           queries
         – Update data in the tables in a database
         – Find and display data from two or more tables
      • A Query Wizard prompts you for information by
        asking a series of questions and then creates the
        appropriate query based on your answers
New Perspectives on Microsoft Office Access 2010                   9
Introduction to Queries                              XP

      • Click the Create tab on the Ribbon
      • In the Other group on the Create tab, click the Query
        Design button




New Perspectives on Microsoft Office Access 2010                10
Introduction to Queries                      XP




New Perspectives on Microsoft Office Access 2010        11
Updating Data Using a Query                          XP

      • You can update the data in a table using a query
        datasheet
      • After updating the query, close the table




New Perspectives on Microsoft Office Access 2010                12
Creating a Multitable Query                           XP

      • A multitable query is a query based on more than
        one table
      • If you want to create a query that retrieves data from
        multiple tables, the tables must have a common field




New Perspectives on Microsoft Office Access 2010                 13
Sorting Data in a Query                               XP

      • Sorting is the process of rearranging records in a
        specified order or sequence
      • To sort records, you must select the sort field, which
        is the field used to determine the order of records in
        the datasheet




New Perspectives on Microsoft Office Access 2010                 14
Using an AutoFilter to Sort Data                        XP

      • The AutoFilter feature enables you to quickly sort
        and display field values in various ways
      • Clicking the arrow in a column heading displays the
        AutoFilter menu




New Perspectives on Microsoft Office Access 2010                   15
Sorting a Query Datasheet                                              XP

      • In the query datasheet, click the arrow on the column heading for
         the field you want to sort
      • In the menu that opens, click Sort A to Z for an ascending sort, or
         click Sort Z to A for a descending sort
      or
      • In the query datasheet, select the column or adjacent columns on
         which you want to sort
      • In the Sort & Filter group on the Home tab, click the Ascending
         button or the Descending button
      or
      • In Design view, position the fields serving as sort fields from left to
         right
      • Click the right side of the Sort box for the field you want to sort, and
         then click Ascending or Descending for the sort order
New Perspectives on Microsoft Office Access 2010                                   16
Sorting a Query Datasheet                    XP




New Perspectives on Microsoft Office Access 2010        17
Using Filter By Selection                                   XP

      • A filter is a set of restrictions you place on the
        records in an open datasheet or form to temporarily
        isolate a subset of the records
      • In the datasheet or form, select part of the field value
        that will be the basis for the filter; or, if the filter will
        be based on the entire field value, click anywhere
        within the field value
      • In the Sort & Filter group on the Home tab, click the
        Selection button, and then click the type of filter you
        want to apply



New Perspectives on Microsoft Office Access 2010                        18
Using Filter By Selection                    XP




New Perspectives on Microsoft Office Access 2010        19
Selection Criteria in Queries                XP




New Perspectives on Microsoft Office Access 2010        20
Defining Record Selection Criteria                   XP
      for Queries
      • Just as you can display selected fields from a
        database in a query datasheet, you can display
        selected records
      • To tell Access which records you want to select, you
        must specify a condition as part of the query
      • A condition usually includes a comparison operator




New Perspectives on Microsoft Office Access 2010                21
Defining Record Selection Criteria           XP
      for Queries




New Perspectives on Microsoft Office Access 2010        22
Specifying an Exact Match                             XP

      • With an exact match, the value in the specified field
        must match the condition exactly in order for the
        record to be included in the query results




New Perspectives on Microsoft Office Access 2010                 23
Changing a Datasheet’s Appearance                       XP

      • You can change the characteristics of a datasheet,
        including the font type and size of text in the
        datasheet, to improve its appearance or readability
      • A theme is a predefined set of formats including
        colors, fonts, and other effects that enhance an
        object’s appearance and usability




New Perspectives on Microsoft Office Access 2010                   24
Changing a Datasheet’s Appearance            XP




New Perspectives on Microsoft Office Access 2010        25
Using a Comparison Operator                  XP
      to Match a Range of Values




New Perspectives on Microsoft Office Access 2010        26
Defining Multiple Selection Criteria                 XP
      for Queries
      • Multiple conditions require you to use logical
        operators to combine two or more conditions
         – Use the And logical operator when you want a
           record selected only if two or more conditions are
           met
         – Use the Or logical operator when you place
           conditions in different Criteria rows




New Perspectives on Microsoft Office Access 2010                27
Defining Multiple Selection Criteria         XP
      for Queries




New Perspectives on Microsoft Office Access 2010        28
Creating a Calculated Field                                        XP

      • In addition to using queries to retrieve, sort, and filter data in a
        database, you can use a query to perform calculations
      • To perform a calculation, you define an expression containing a
        combination of database fields, constants, and operators
         – Expression Builder is an Access tool that makes it easy for
            you to create an expression
      • Open the query in Design view
      • In the design grid, click the Field box in which you want to create
        an expression
      • In the Query Setup group on the Design tab, click the Builder
        button
      • Use the expression elements and common operators to build the
        expression, or type the expression directly in the expression box
      • Click the OK button
New Perspectives on Microsoft Office Access 2010                               29
Creating a Calculated Field                  XP




New Perspectives on Microsoft Office Access 2010        30
Formatting a Calculated Field                              XP

      • You can specify a particular format for a calculated
        field, just as you can for any field, by modifying its
        properties




New Perspectives on Microsoft Office Access 2010                      31
Using Aggregate Functions                            XP

      • Aggregate functions perform arithmetic operations
        on selected records in a database
      • If you want to quickly perform a calculation using an
        aggregate function in a table or query datasheet, you
        can use the Totals button in the Records group on
        the Home tab




New Perspectives on Microsoft Office Access 2010                32
Using Aggregate Functions                    XP




New Perspectives on Microsoft Office Access 2010        33
Creating Queries                               XP
      with Aggregate Functions
      • Aggregate functions operate on the records
        that meet a query’s selection criteria




New Perspectives on Microsoft Office Access 2010          34
Using Record Group Calculations                       XP

      • The Group By operator divides the selected records
        into groups based on the values in the specified field




New Perspectives on Microsoft Office Access 2010                 35
Working with the Navigation Pane                      XP

      • The Navigation Pane is the main area for working
        with the objects in a database
      • The Navigation Pane divides database objects into
        categories, and each category contains groups
         – Object Type
         – All Access Objects




New Perspectives on Microsoft Office Access 2010                 36

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New Perspectives: Access.03

  • 1. Tutorial 3 Maintaining and Querying a Database Microsoft Access 2010 ®
  • 2. Objectives XP • Find, modify, and delete records in a table • Learn how to use the Query window in Design view • Create, run, and save queries • Update data using a query datasheet • Create a query based on multiple tables • Sort data in a query • Filter data in a query New Perspectives on Microsoft Office Access 2010 2
  • 3. Objectives XP • Specify an exact match condition in a query • Change the font size and alternate row color in a datasheet • Use a comparison operator in a query to match a range of values • Use the And and Or logical operators in queries • Create and format a calculated field in a query • Perform calculations in a query using aggregate functions and record group calculations • Change the display of database objects in the Navigation Pane New Perspectives on Microsoft Office Access 2010 3
  • 4. Query Window in Design View XP New Perspectives on Microsoft Office Access 2010 4
  • 5. Updating a Database XP • Updating, or maintaining, a database is the process of adding, modifying, and deleting records in database tables to keep them current and accurate – Navigation mode – Editing mode New Perspectives on Microsoft Office Access 2010 5
  • 6. Finding Data in a Table XP • The Find command allows you to search a table or query datasheet, or a form, to locate a specific field value or part of a field value New Perspectives on Microsoft Office Access 2010 6
  • 7. Deleting a Record XP • With the table open in Datasheet view, click the row selector for the record you want to delete • In the Records group on the Home tab, click the Delete button (or right-click the row selector for the record, and then click Delete Record on the shortcut menu) • In the dialog box asking you to confirm the deletion, click the Yes button New Perspectives on Microsoft Office Access 2010 7
  • 8. Deleting a Record XP New Perspectives on Microsoft Office Access 2010 8
  • 9. Introduction to Queries XP • Access provides powerful query capabilities that allow you to do the following: – Display selected fields and records from a table – Sort records – Perform calculations – Generate data for forms, reports, and other queries – Update data in the tables in a database – Find and display data from two or more tables • A Query Wizard prompts you for information by asking a series of questions and then creates the appropriate query based on your answers New Perspectives on Microsoft Office Access 2010 9
  • 10. Introduction to Queries XP • Click the Create tab on the Ribbon • In the Other group on the Create tab, click the Query Design button New Perspectives on Microsoft Office Access 2010 10
  • 11. Introduction to Queries XP New Perspectives on Microsoft Office Access 2010 11
  • 12. Updating Data Using a Query XP • You can update the data in a table using a query datasheet • After updating the query, close the table New Perspectives on Microsoft Office Access 2010 12
  • 13. Creating a Multitable Query XP • A multitable query is a query based on more than one table • If you want to create a query that retrieves data from multiple tables, the tables must have a common field New Perspectives on Microsoft Office Access 2010 13
  • 14. Sorting Data in a Query XP • Sorting is the process of rearranging records in a specified order or sequence • To sort records, you must select the sort field, which is the field used to determine the order of records in the datasheet New Perspectives on Microsoft Office Access 2010 14
  • 15. Using an AutoFilter to Sort Data XP • The AutoFilter feature enables you to quickly sort and display field values in various ways • Clicking the arrow in a column heading displays the AutoFilter menu New Perspectives on Microsoft Office Access 2010 15
  • 16. Sorting a Query Datasheet XP • In the query datasheet, click the arrow on the column heading for the field you want to sort • In the menu that opens, click Sort A to Z for an ascending sort, or click Sort Z to A for a descending sort or • In the query datasheet, select the column or adjacent columns on which you want to sort • In the Sort & Filter group on the Home tab, click the Ascending button or the Descending button or • In Design view, position the fields serving as sort fields from left to right • Click the right side of the Sort box for the field you want to sort, and then click Ascending or Descending for the sort order New Perspectives on Microsoft Office Access 2010 16
  • 17. Sorting a Query Datasheet XP New Perspectives on Microsoft Office Access 2010 17
  • 18. Using Filter By Selection XP • A filter is a set of restrictions you place on the records in an open datasheet or form to temporarily isolate a subset of the records • In the datasheet or form, select part of the field value that will be the basis for the filter; or, if the filter will be based on the entire field value, click anywhere within the field value • In the Sort & Filter group on the Home tab, click the Selection button, and then click the type of filter you want to apply New Perspectives on Microsoft Office Access 2010 18
  • 19. Using Filter By Selection XP New Perspectives on Microsoft Office Access 2010 19
  • 20. Selection Criteria in Queries XP New Perspectives on Microsoft Office Access 2010 20
  • 21. Defining Record Selection Criteria XP for Queries • Just as you can display selected fields from a database in a query datasheet, you can display selected records • To tell Access which records you want to select, you must specify a condition as part of the query • A condition usually includes a comparison operator New Perspectives on Microsoft Office Access 2010 21
  • 22. Defining Record Selection Criteria XP for Queries New Perspectives on Microsoft Office Access 2010 22
  • 23. Specifying an Exact Match XP • With an exact match, the value in the specified field must match the condition exactly in order for the record to be included in the query results New Perspectives on Microsoft Office Access 2010 23
  • 24. Changing a Datasheet’s Appearance XP • You can change the characteristics of a datasheet, including the font type and size of text in the datasheet, to improve its appearance or readability • A theme is a predefined set of formats including colors, fonts, and other effects that enhance an object’s appearance and usability New Perspectives on Microsoft Office Access 2010 24
  • 25. Changing a Datasheet’s Appearance XP New Perspectives on Microsoft Office Access 2010 25
  • 26. Using a Comparison Operator XP to Match a Range of Values New Perspectives on Microsoft Office Access 2010 26
  • 27. Defining Multiple Selection Criteria XP for Queries • Multiple conditions require you to use logical operators to combine two or more conditions – Use the And logical operator when you want a record selected only if two or more conditions are met – Use the Or logical operator when you place conditions in different Criteria rows New Perspectives on Microsoft Office Access 2010 27
  • 28. Defining Multiple Selection Criteria XP for Queries New Perspectives on Microsoft Office Access 2010 28
  • 29. Creating a Calculated Field XP • In addition to using queries to retrieve, sort, and filter data in a database, you can use a query to perform calculations • To perform a calculation, you define an expression containing a combination of database fields, constants, and operators – Expression Builder is an Access tool that makes it easy for you to create an expression • Open the query in Design view • In the design grid, click the Field box in which you want to create an expression • In the Query Setup group on the Design tab, click the Builder button • Use the expression elements and common operators to build the expression, or type the expression directly in the expression box • Click the OK button New Perspectives on Microsoft Office Access 2010 29
  • 30. Creating a Calculated Field XP New Perspectives on Microsoft Office Access 2010 30
  • 31. Formatting a Calculated Field XP • You can specify a particular format for a calculated field, just as you can for any field, by modifying its properties New Perspectives on Microsoft Office Access 2010 31
  • 32. Using Aggregate Functions XP • Aggregate functions perform arithmetic operations on selected records in a database • If you want to quickly perform a calculation using an aggregate function in a table or query datasheet, you can use the Totals button in the Records group on the Home tab New Perspectives on Microsoft Office Access 2010 32
  • 33. Using Aggregate Functions XP New Perspectives on Microsoft Office Access 2010 33
  • 34. Creating Queries XP with Aggregate Functions • Aggregate functions operate on the records that meet a query’s selection criteria New Perspectives on Microsoft Office Access 2010 34
  • 35. Using Record Group Calculations XP • The Group By operator divides the selected records into groups based on the values in the specified field New Perspectives on Microsoft Office Access 2010 35
  • 36. Working with the Navigation Pane XP • The Navigation Pane is the main area for working with the objects in a database • The Navigation Pane divides database objects into categories, and each category contains groups – Object Type – All Access Objects New Perspectives on Microsoft Office Access 2010 36