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Workplace Software and Skills

14.2 Multiple Table Forms

Workplace Software and Skills14.2 Multiple Table Forms

Table of contents
  1. Preface
  2. 1 Technology in Everyday Life and Business
    1. Chapter Scenario
    2. 1.1 Computing from Inception to Today
    3. 1.2 Computer Hardware and Networks
    4. 1.3 The Internet, Cloud Computing, and the Internet of Things
    5. 1.4 Safety, Security, Privacy, and the Ethical Use of Technology
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  3. 2 Essentials of Software Applications for Business
    1. Chapter Scenario
    2. 2.1 Software Basics
    3. 2.2 Files and Folders
    4. 2.3 Communication and Calendar Applications
    5. 2.4 Essentials of Microsoft 365
    6. 2.5 Essentials of Google Workspace
    7. 2.6 Collaboration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  4. 3 Creating and Working in Documents
    1. Chapter Scenario
    2. 3.1 Navigating Microsoft Word
    3. 3.2 Formatting Document Layout in Microsoft Word
    4. 3.3 Formatting Document Content in Microsoft Word
    5. 3.4 Collaborative Editing and Reviewing in Microsoft Word
    6. 3.5 Document Design
    7. 3.6 Navigating Google Docs
    8. 3.7 Formatting Layout and Content in Google Docs
    9. 3.8 Collaborative Editing and Reviewing in Google Docs
    10. 3.9 Versions and Version History
    11. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  5. 4 Document Preparation
    1. Chapter Scenario
    2. 4.1 Microsoft Word: Advanced Formatting Features
    3. 4.2 Working with Graphics and Text Tools in Microsoft Word
    4. 4.3 Managing Long Documents in Microsoft Word
    5. 4.4 Google Docs: Enhanced Formatting Features
    6. 4.5 Working with Graphics and Text Tools in Google Docs
    7. 4.6 Managing Long Documents in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  6. 5 Advanced Document Preparation
    1. Chapter Scenario
    2. 5.1 Creating Different Document Types in Microsoft Word
    3. 5.2 Mail Merge in Microsoft Word
    4. 5.3 Creating Forms in Microsoft Word
    5. 5.4 Creating Different Document Types in Google Docs
    6. 5.5 Creating Forms in Google Docs
    7. 5.6 Advanced Collaboration in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  7. 6 Preparing Presentations
    1. Chapter Scenario
    2. 6.1 Presentation and Design Essentials
    3. 6.2 Designing a Presentation in Microsoft PowerPoint
    4. 6.3 Formatting Microsoft PowerPoint Slides: Layout and Design Principles
    5. 6.4 Adding Visuals and Features to Microsoft PowerPoint Slides
    6. 6.5 Designing a Presentation in Google Slides
    7. 6.6 Creating Google Slides: Layout and Text
    8. 6.7 Adding Visuals and Features to Google Slides
    9. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  8. 7 Advanced Presentation Skills
    1. Chapter Scenario
    2. 7.1 Effective Presentation Skills
    3. 7.2 Finalizing a Slide Collection
    4. 7.3 Preparing a Microsoft PowerPoint Collection for Presentation
    5. 7.4 Preparing a Google Slides Collection for Presentation
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  9. 8 Content Management Systems and Social Media in Business
    1. Chapter Scenario
    2. 8.1 What Are Content Management Systems?
    3. 8.2 Common Content Management Systems
    4. 8.3 Creating Content with a Content Management System
    5. 8.4 Search Engine Optimization
    6. 8.5 Social Media in Business
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  10. 9 Working with Spreadsheets
    1. Chapter Scenario
    2. 9.1 Microsoft Excel Basics
    3. 9.2 Text and Numbers in Microsoft Excel
    4. 9.3 Calculations and Basic Formulas in Microsoft Excel
    5. 9.4 Formatting and Templates in Microsoft Excel
    6. 9.5 Google Sheets Basics
    7. 9.6 Text and Numbers in Google Sheets
    8. 9.7 Calculations and Basic Formulas in Google Sheets
    9. 9.8 Formatting and Templates in Google Sheets
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  11. 10 Advanced Excel Formulas, Functions, and Techniques
    1. Chapter Scenario
    2. 10.1 Data Tables and Ranges
    3. 10.2 More About Formulas
    4. 10.3 Using Arithmetic, Statistical, and Logical Functions
    5. 10.4 PivotTables
    6. 10.5 Auditing Formulas and Fixing Errors
    7. 10.6 Advanced Formatting Techniques
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  12. 11 Advanced Excel Spreadsheets: Statistical and Data Analysis
    1. Chapter Scenario
    2. 11.1 Understanding Data, Data Validation, and Data Tables
    3. 11.2 Statistical Functions
    4. 11.3 What-If Analysis
    5. 11.4 PivotTables/Charts
    6. 11.5 Data Analysis Charts
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  13. 12 Using Excel in Accounting and Financial Reporting
    1. Chapter Scenario
    2. 12.1 Basic Accounting
    3. 12.2 Financial Functions in Microsoft Excel
    4. 12.3 Integrating Microsoft Excel and Accounting Programs
    5. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  14. 13 Understanding and Using Databases
    1. Chapter Scenario
    2. 13.1 What Is a Database?
    3. 13.2 Microsoft Access: Main Features and Navigation
    4. 13.3 Querying a Database
    5. 13.4 Maintaining Records in a Database
    6. 13.5 Creating Reports in Microsoft Access
    7. 13.6 Creating Forms in Microsoft Access
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  15. 14 Advanced Database Use
    1. Chapter Scenario
    2. 14.1 Advanced Queries in Microsoft Access
    3. 14.2 Multiple Table Forms
    4. 14.3 Customizing Forms
    5. 14.4 Customizing Reports
    6. 14.5 Using Macros
    7. 14.6 Data Analysis and Integration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  16. 15 Integrating Applications
    1. Chapter Scenario
    2. 15.1 Microsoft 365: Collaboration and Integration
    3. 15.2 Microsoft Word: Integration with Microsoft Excel and Microsoft Access
    4. 15.3 Microsoft Word and Microsoft PowerPoint Integration
    5. 15.4 Microsoft Excel and Microsoft PowerPoint Integration
    6. 15.5 Microsoft Excel and Microsoft Access Integration
    7. 15.6 Integrating Data from Other Programs into Google Workspace
    8. 15.7 New Developments: The Role of Artificial Intelligence
    9. 15.8 Mastering Workplace Software Skills: A Project
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
  17. Index

Learning Objectives

By the end of this section, you will be able to:

  • Create a form that uses data from two different tables
  • Create a form that contains subforms

Much like any global manufacturing corporation, we have an extensive list of assets that include company vehicles, equipment, and facilities to operate and manage. At WorldCorp, when you work with relational data, it is often convenient to be able to view multiple tables on the same form. For example, suppose you are reviewing a fleet of vehicles for one of our manufacturing facilities in Germany. Initially, you built a form that lists all the vehicles in use and enables you to add and subtract vehicles. You also built a form to create service records for each vehicle that WorldCorp owns.

When a new vehicle is added to the fleet, it receives an initial oil change and fresh fluids, and these service records are logged. You want to create a form that will make it easy to add a new vehicle and simultaneously add the initial maintenance and repair notes for that vehicle. To do this, you need to add a vehicle to a list of fleet vehicles on one table and, at the same time, add information about the maintenance/repair that has been done to the vehicle on another table. To accomplish this goal, you may want to combine data from two tables in one form or create subforms. This section presents several methods to help you create advanced forms.

Adding Data from Two Tables in a Single Form

If you want to add data across multiple tables in one form, this could help with efficiency when managing a fleet of vehicles at WorldCorp. Primarily, it can speed data entry while maintaining the organization of tables, fields, and records.

To effectively create forms that feed into multiple tables, you should use a query as a critical building block. Recall from the chapter on Understanding and Using Databases that a query is an Access object used to view, analyze, or modify data. The query design determines which fields and records you see and their sort order. Using the example of our manufacturing facility fleet vehicle program, you can review how the query is designed, how to adjust it for user experience, and how to use the Form Wizard to build a form that can add data to two tables.

Using Queries for a Form

First, a query needs to be designed to build a relational database for the fleet vehicle program. In this example, you have two tables of information, as seen in Figure 14.17: tblVehicle and tblMaintenance.

tblVehicle forms with columns Field Name and Date Type (both containing information in cells) and tblMaintenance form with columns Field Name and Data Type (highlighted yellow) (both containing information in cells).
Figure 14.17 Forms are used in a variety of ways in organizations and using Access collects the data automatically into a table. (Used with permission from Microsoft)

The tblVehicle table represents each unique car/truck the company owns. The tblMaintenance table represents every maintenance record (oil changes, new tires, chipped glass repair, inspections, etc.) on all vehicles. In this section, you will see how to design a form that can add information to both tables simultaneously.

Remember that the ultimate goal of the new form is to add a new vehicle to the fleet and to include that vehicle’s initial service information (oil change, safety inspection, cleaning, company decals, etc.) so that WorldCorp does not lose track or misuse valued assets. The new form will serve as a quick form for all new vehicles. For the query to be effective, a clear relationship needs to be established between the two tables.

In this example, VehicleID is the primary key of tblVehicle and is listed as a required field of tblMaintenance. Recall from the chapter Understanding and Using Databases that a primary key is a field or set of fields with values that are unique throughout a table. Values of the primary key can be used to refer to entire records because each record has a different value for the key, as shown in Figure 14.18.

tblVehicle and tblMaintenance forms visible. Data Type in VehicleID opens to option pane (includes Short Text, Long Text, Number, Large Number, Date/Time, Date/Time Extended, Currency, AutoNumber, Yes/No, Hyperlink, Lookup Wizard (highlighted), etc.).
Figure 14.18 Similar to defining the number type in Excel, when you create fields you can determine the type of information in that field. (Used with permission from Microsoft)

Access provides different data types for formatting field names. Rather than setting the VehicleID field in the tblMaintenance to short text, autonumber, or number, you can use the Lookup Wizard to build a relationship between tables. The example, shown in a series of screenshots (Figure 14.19, Figure 14.20, Figure 14.21, Figure 14.22, Figure 14.23, and Figure 14.24) will walk through the use of the Lookup Wizard steps that are used to create a relationship.

Lookup Wizard window lists options for I want the lookup field to get the values from another table or query (selected/indicated) and I will type in the values that I want.
Figure 14.19 The Lookup Wizard can be used to create fields in a table in a step by step fashion either from an existing table or you can create a new table. (Used with permission from Microsoft)
Lookup Wizard Asks Which table or query should provide the values for your lookup field? Table: tblMaintenance and Table: tblVehicle (selected) display. Tables button selected from View options including Queries and Both.
Figure 14.20 If you choose to pull fields from an existing table in the database, you will need to identify the specific table. (Used with permission from Microsoft)
Lookup Wizard asks: Which fields of tblVehicle contain the values you want included in your lookup field? The fields you select become columns in your lookup field. Selected Fields: Vyear (selected).
Figure 14.21 Only fields contained in the table you select will be listed. (Used with permission from Microsoft)
Lookup Wizard asks What sort order do you want for the items in your list box? Drop-down field panes display Make, Model, and Vyear with buttons at the right labeled Ascending.
Figure 14.22 Sort the information using a logical field such as the specific car details. (Used with permission from Microsoft)
Lookup Wizard asks: How wide would you like the columns in your lookup field? Button is checked for Hide key column (recommended). Columns visible below for VIN, Make, Model, and VYear.
Figure 14.23 Recall the primary key is the field that ties the tables together. (Used with permission from Microsoft)
VehicleID is selected for What label would you like for your lookup field? Enable Data Integrity and Restrict Delete buttons are selected (Cascade Delete also available). Allow multiple Values button not checked.
Figure 14.24 Enabling data integrity is a good idea if you are collaborating with others in the same database file. (Used with permission from Microsoft)

Now that you have created a relationship between the tables, build a query that joins the fields from the two tables together. To start, go to Query Design and bring in all the fields from both tables. In this example, the query will be saved as qryNewVehicles, as it will be the driver for the New Vehicle form to use in the vehicle fleet program (see Figure 14.25).

(a) tblVehicle and tblMaintenance queries displayed with table. (b) Join Properties pane displays selected option: Include ALL records from ‘tblVehicle’ and only those records from ‘tblMaintenance’ where the joined fields are equal.
Figure 14.25 (a) In the query view you can see the primary keys identified in each table. (b) Define the relationship between the two tables and which records are created in the new table created from the form. (Used with permission from Microsoft)

Select qryNewVehicle from the list of All Access Objects to create the form “fromNewVehicle” (see Figure 14.26). Access will create the form automatically. This form allows the user to enter both the new vehicle that is part of the fleet and the initial check-in service performed on the vehicle.

qryNewVehicle file displays tblVehicle.VehicleID and MaintenanceID fields both populated with (New). Other blank fields include VIN, Make, Model, VYear, tblMaintenance.VehicleID, Description, RepairDate, and Amount.
Figure 14.26 Because relationships were created previously between the two tables using the Wizard, when data is entered into the form, both tables are populated with the information. (Used with permission from Microsoft)

Using Subforms

A subform is a form that is inserted in another form (known as the main form). A form/subform combination may be referred to as a hierarchical form, a master/detail form, or a parent/child form. Subforms are generally used whenever you want to display data from multiple tables where there is a one-to-many relationship.

In a one-to-one relationship, each record in one table has no more than one related record in another table. This type of relationship is not common, as most information related in this way would be in one table, so there would be no need for a second table.

By contrast, a one-to-many relationship is the most common type of relationship. In a one-to-many relationship, a record in one table can have many matching records in another table, and the opposite is true as well.

For example, suppose you have two tables in your database, one called Employees and another called Employee Details. The Employees table contains basic information about each employee, such as their name, ID number, and job title. The Employee Details table contains additional details about each employee, such as their address, phone number, and emergency contact information. Because each employee has only one set of details, there is a one-to-one relationship between the Employees and Employee Details tables. To view and edit this information on the same form, you can use a subform.

To do this, you could create a main form based on the Employees table, with fields for Employee ID, First Name, Last Name, and other relevant information. Then, you could add a subform based on the Employee Details table, with fields for Address, Phone Number, Emergency Contact, and other relevant information. By embedding the Employee Details subform within the Employees main form, you can easily view and edit data for both the employee and their details on the same screen. You can navigate between records in the Employees table and see the corresponding details in the subform, or you can add a new employee and their details at the same time.

A many-to-many relationship means that for each record in one table, there can be many records in another table; likewise, for each record in the second table, there can be many in the first. Many-to-many relationships cannot be directly represented in relational database programs; they have to be built by using two or more one-to-many relationships. For example, for any business, a many-to-many relationship exists between customers and products. Customers can purchase various products and various amounts of a product, and products can be purchased by many different customers. A third table is required to create the relationship between customers (many) and products (many).

Understanding How Subforms and Relationships Work

Using subforms is an effective way to create one-to-many relationships and offers unlimited options for business use. In this type of association between two tables, the primary key value of each record in the primary table corresponds to the value in the matching field or fields of many records in the related table.

For example, if you want to display an order with all of its details, you will use a subform. The order information would display on the “main” form (one detail), and the order details would display on the subform (many details). The data in the CustomerOrder table in Figure 14.27 is the “one” side of the relationship in this example. It creates a Document number for the transaction, identifies the Customer, provides room for Notes (delivery instructions, special handling, etc.), and date-stamps the transaction. In contrast, the data in the OrderDetails table is the “many” side of the relationship, showing an unlimited list of items purchased in a transaction.

Customer Order form displays Document, Customer, DateOut and Notes fields at the top (labeled One transaction (main form)) and Item, Rate, Qty, and Amount columns at the bottom (labeled Many Items (subform)).
Figure 14.27 The main form provides the lookup values to determine what to populate in the subform, which lists the items ordered. (Used with permission from Microsoft)

The main form and subform are linked so that the subform displays only records that are related to the current record in the main form. For example, when the main form displays a Customer Order by Arnold on 1/20/22, as shown, the subform then displays items that were included on Arnold’s #2 order only. If the form and subform were unlinked, the subform would display all the items that Arnold ever ordered, not just those ordered on 1/20/22, on Document #2.

Adding a Subform through the Subform Wizard

There are two common ways to add a subform to a main form. The quickest way is to simply open a form in Design View and then drag and drop a form (from your list of completed forms) that you want to be the “many” as your subform. However, using the Form Wizard can ensure that the correct relationships are established when creating the advanced form. The following example will walk you through the use of the Form/Subform Wizard to track your time away from the WorldCorp office on the golf course.

Start by designing a query that helps ensure that relationships between the tables are created. To help you think through the query design, you might consider sketching it out on paper or in another app with boxes and arrows to show how fields are connected. Then you can take this plan and use it as your work through the queries when designing a form. Using the Form/Subform Wizard can also make designing the queries and the form easier. In this example, shown in Figure 14.28, you will design a golfing relational database that keeps track of individual scores and rounds. It may sound like a complicated task to create for a weekend activity, but with the wizard, it can take just a few minutes to have a great application in place for your out-of-office recreation.

First, create four tables to help keep track of (1) the different courses (tblCourseID), (2) the different players (tblPlayer), (3) each round played (tblRound), and (4) the score shot on each hole played per round (TblScore). Then, create a query that will bring together all four tables with all the fields from each table using the skills covered earlier in the chapter. The goal is to make tblPlayer the main form; with tblRound and tblScore listed as subforms.

qryRound is selected from Queries. Connected queries for tblScore, tblRound, tblCourseID, and tblPlayer are displayed. Table at bottom shows columns with tblRound.*, tblScore.*, tblCourseID.* and tblPlayer.* in Field and Table: rows.
Figure 14.28 Four tables are joined in this query to create the main form and two subforms. (Used with permission from Microsoft)

Now that you have created a query, save and close it. The next step, shown in Figure 14.29, is to select the Form Wizard from the Create tab in Access.

A screenshot of Form Wizard highlighted in the Forms command group of the Create tab in Access.
Figure 14.29 The query established the relationships between the tables and the Form Wizard found on the Create tab is used to create the form from the query. (Used with permission from Microsoft)

The following sequence of figures walks through the different options in the wizard. Once you have used the wizard a few times, you will find it easier to plan future forms and subforms for data management (see Figure 14.30, Figure 14.31, Figure 14.32, and Figure 14.33). Remember that we also used the Form Wizard in Understanding and Using Databases.

Form Wizard asks: Which fields do you want on your form? Query: qryRound selected in Table/Queries. tblRound.RoundID selected in Available Fields. >> arrows are highlighted between Available Fields and Selected Fields panes.
Figure 14.30 The Form Wizard begins with determining the fields that will be used in the form and from which tables those fields come from. (Used with permission from Microsoft)
In Form Wizard, by tblPlayer is selected for How do you want to view your data? Two categories of information are shown with options in each. Form with subform(s) button is selected.
Figure 14.31 Rather than creating a form with a subform, you can instead create two separate forms and link them together. (Used with permission from Microsoft)
Form Wizard asks: What layout would you like for each subform? Datasheet button is selected for both options (Tabular button also available for both options).
Figure 14.32 Each subform can be displayed differently on the main form. (Used with permission from Microsoft)
What titles do you want for your forms? asked. Form (Player), Subform (Round), and Subform (Score) and Modify the form’s design selected (Open the form to view or enter information is also available).
Figure 14.33 Choose Modify to preview the form before using it to collect data. (Used with permission from Microsoft)

After you select Finish in the wizard, the following form is created Figure 14.34. This database, built with four tables, one query, and three forms, will provide a way to keep track of weekend golf performance for years to come.

Player is selected from Forms. Categories for PlayerID, PlayerName, Round, and Score are available. Round displays tabs for RoundID, DatePlayed, and tblRound_CourseID and Score displays tabs for ScoreID, Hole, Score, and Par.
Figure 14.34 This form was designed as a training aid to demonstrate how the Form Wizard can be used to create subforms. The subform to collect the scores is displayed in a tabular form. (Used with permission from Microsoft)

To review, the Form Wizard created three forms, as shown in the All Access Objects section: Player, Round, and Score. When you open the Player form, it will display all three forms. In this example, Larry is the selected player on the main form—PlayerID #1. The subforms will display information related to only Larry. He is currently playing his first round at Twin Oaks on 5/24/22. We know this because the information displayed within the Round subform is clearly highlighted in blue. Round is set to be a subform of Player. Additionally, Larry has just entered his score on hole #3 of his first round. His score was a 3, and he also marked that the hole was listed as a par 3; Larry shot par!

Score is a subform of Round, so only scores for the selected round will be stored. As Larry continues his round, he can simply add additional rows of data from each hole he plays on the Score subform. These scores will both be saved under RoundID #1 and kept as Larry’s unique scores. If Larry is playing against another player, you would navigate to the correct player on the main form and enter their round/score as well.

Larry can use this simple yet powerful form to keep track of unlimited rounds of golf. In the office, he might apply these steps to developing a way to keep track of a variety of business tasks or projects. For example, each of his employees could have an assigned project with numerous unique details concerning each project. The employee would be the main form, while the project names and project details could be the subforms.

Adjusting a Subform in Design View

Subforms are difficult to change and update within Design View of the main form that they are sitting on. A much easier way to alter a subform is to open that form separately (first making sure the main form has been closed). Using the previous golf example, if you want to add details to the Round subform (for example, add a place for notes on weather or course conditions), it is best to open up the Round form by itself and make the changes. Once the changes have been made, you can save and close the form, then reopen the main form (in this example, Player) to see whether you need to adjust the size. After making any changes, always make sure the subform displays the new information within the main form.

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