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Workplace Software and Skills

Summary

Workplace Software and SkillsSummary

Summary

14.1 Advanced Queries in Microsoft Access

  • Queries can handle multiple types of criteria to help isolate data.
  • Learning how to build/record expressions through correct syntax can help control numerous operators in a query. Using multiple criteria in a single query can help drill down when asking questions about data records.
  • Creating an aggregate within a query can help find totals and groupings within data.

14.2 Multiple Table Forms

  • Adding data from two tables to a single specialized form can be an efficient way to reduce steps and enhance user experience. Queries are the bedrock of building and designing relational forms.
  • Using the Form/Subform Wizard in Access can help ensure the creation of proper relationships. Understanding how subforms and relationships work opens the door to form design.

14.3 Customizing Forms

  • Through the tools in Access, you can add and arrange fields, labels, buttons, and other objects, and set their properties to control their behavior and appearance in the form. These tools allow you to create more complex and customized forms.
  • Controls are the parts of a form that are used to enter, edit, or display data Adding controls such as command buttons or combo boxes are added to manage how form looks, works, and interacts with the rest of the database.
  • Elements such as headers and footers, titles, modifications to the text and colors, logos can be used to customize the form to company specific standards.

14.4 Customizing Reports

  • Use report tools to build a custom report in both Layout View and Design View.
  • Use report tools to group and sort in a report, filter records, and add totals and subtotals to a report.
  • Use report tools to change the appearance of a report by adding fields with time and date, formatting text, adding page numbers to a report, and adding logos and images to a report.

14.5 Using Macros

  • Macros can make tasks that you routinely perform in Access quicker through automation. Macros are built using computer coding language to perform specific tasks such as running reports, printing forms, or copying data from one table into another table
  • By customizing your database with macros, you can create a system for accomplishing many similar operations easily and efficiently. Two common applications for macros are displaying message boxes and validating data.
  • VBA is a programming language that is integrated into Access, allowing you to create custom solutions for data management, reporting, and other tasks. Using the Code Builder tool, you can add specialized macros to forms and reports.

14.6 Data Analysis and Integration

  • Integrating data from outside sources may take some planning.
  • Steps for importing and exporting data were reviewed.
  • Building a dashboard with navigation forms helps drive business. Plan and build your dashboard around forms are used most often in the organization.
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