Microsoft ® Office Access ® 2007 Training Datasheets II: Sum, sort, filter, and find your data ICT Staff Development presents:

Datasheets II: Sum, sort, filter, and find your data Course contents Overview: Sum it up, and more Lesson: Easy math, sorts, and searches The lesson includes a list of suggested tasks and a set of test questions.

Datasheets II: Sum, sort, filter, and find your data Overview: Sum it up, and more Access 2007 makes it easier than ever to perform math functions on your data. Datasheet view now has sorting and filtering commands; the Totals row, which lets you sum, count, or average your data; and a new Search feature to help you find data. This course explains how to use those new tools, and in the process, see how they can help you answer some common business questions.

Datasheets II: Sum, sort, filter, and find your data Course goals Show the Totals row in a datasheet. Sum, count, and average the data in a column. Sort and filter the data in one or more columns. Use Search to find data in a table.

Lesson Easy math, sorts, and searches

Datasheets II: Sum, sort, filter, and find your data Easy math, sorts, and searches Let’s say your boss needs to know how much the company has spent on computers during the past four years. The Totals row makes it easy to find that kind of information in your Access database.

Datasheets II: Sum, sort, filter, and find your data Easy math, sorts, and searches Let’s say your boss needs to know how much the company has spent on computers during the past four years. In the Navigation pane, double-click your table. That opens it in Datasheet view automatically. On the Home tab, in the Records group, click Totals. That shows the Totals row at the bottom of your datasheet.

Datasheets II: Sum, sort, filter, and find your data Easy math, sorts, and searches Let’s say your boss needs to know how much the company has spent on computers during the past four years. In the Totals row, select the field where you want to perform the calculation, then select a function from the list. For this example, you want to add the numbers in a column, so you select the Sum function, and you’re done!

Datasheets II: Sum, sort, filter, and find your data Never get out of sorts Now that you’ve calculated what the company spends on computers, your boss says she needs to see which machines come from each supplier. That’s another easy one: All you have to do is sort the data by the names of your suppliers.

Datasheets II: Sum, sort, filter, and find your data Never get out of sorts Now that you’ve calculated what the company spends on computers, your boss says she needs to see which machines come from each supplier. In the column you want to sort, click the arrow at the right side of the column header, and then click Sort A to Z. This sorts your column in alphabetical order. An arrow appears in the sorted column. If you sort from A to Z, the arrow points upward. If you sort from Z to A, it points downward.

Datasheets II: Sum, sort, filter, and find your data Never get out of sorts Now that you’ve calculated what the company spends on computers, your boss says she needs to see which machines come from each supplier. You can always undo a sort. Just go to the Home tab, and in the Sort & Filter group, click Remove all sorts.

Datasheets II: Sum, sort, filter, and find your data Filters: rules to see by Next, your boss wants to see how much the company spends on each supplier. You can do that by filtering data, another quick and easy process.

Datasheets II: Sum, sort, filter, and find your data Filters: rules to see by Next, your boss wants to see how much the company spends on each supplier. In the column you want to filter, click the arrow at the right side of the column header, and then clear the Select All check box. Select the items that you want to see in your datasheet. You can select as many as you need. Access displays the data that matches your selections and hides the rest.

Datasheets II: Sum, sort, filter, and find your data Filters: rules to see by Next, your boss wants to see how much the company spends on each supplier. After you click OK, an icon tells you the column is filtered. If you point at the icon, Access shows your filter criteria, and … … as you filter data, the calculations in the Totals row stay in sync with your changes.

Datasheets II: Sum, sort, filter, and find your data A simple data filter Your boss really likes what she’s seen so far, but now she wants to see which computers were purchased during the past few months. To do that, you can use a prebuilt filter to find data that occurs within a starting and ending date that you specify.

Datasheets II: Sum, sort, filter, and find your data A simple data filter Your boss really likes what she’s seen so far, but now she wants to see which computers were purchased during the past few months. Click the arrow at the right side of the column header, click Date Filters, and then click an option on the menu. In this case, you want to see data that occurs between certain dates, so you click Between.

Datasheets II: Sum, sort, filter, and find your data A simple data filter Your boss really likes what she’s seen so far, but now she wants to see which computers were purchased during the past few months. Fill in the Oldest and Newest fields in the dialog box, click OK, and … … the filtered data appears in the datasheet.

Datasheets II: Sum, sort, filter, and find your data Search for specific records Sometimes, you need to find data quickly, but you aren’t sure where it is in your datasheet. That makes it hard to sort or filter effectively, so instead you can use the Search box, located at the bottom of the Access screen.

Datasheets II: Sum, sort, filter, and find your data Search for specific records Sometimes, you need to find data quickly, but you aren’t sure where it is in your datasheet. Enter part or all of a word, phrase, date, or number in the Search box and press ENTER.

Datasheets II: Sum, sort, filter, and find your data Search for specific records Sometimes, you need to find data quickly, but you aren’t sure where it is in your datasheet. Access highlights the corresponding characters in the first record that matches your search. To find the next matching record, press ENTER again. Access finds all records that match your search data, anywhere in your datasheet.

Datasheets II: Sum, sort, filter, and find your data Suggestions for practice 1.Sum, average, and count your data. 2.Sort your data. 3.Apply simple, common filters to your data. 4.Apply prebuilt filters to your data. 5.Save your sorts and filters, and then turn them on and off. 6.Find a record with the Search box. Online practiceOnline practice (requires Access 2007)

Datasheets II: Sum, sort, filter, and find your data Test question 1 How do you show the Totals row? (Pick one answer.) 1.Right-click the last row in a datasheet and click Totals. 2.Double-click a column header and click Show Totals. 3.On the Home tab, in the Records group, click Totals.

Datasheets II: Sum, sort, filter, and find your data Test question 1: Answer On the Home tab, in the Records group, click Totals. You click the button again to hide the Totals row. When you show the row again, the results are still there. To clear the row, click the arrow in each of the Totals row fields that uses a function, then select None from the list of functions.

Datasheets II: Sum, sort, filter, and find your data Test question 2 How do you sort data? (Pick one answer.) 1.Right-click any record in a datasheet and click Sort A to Z or Sort Z to A. 2.Click the Ascending or Descending buttons, located on the Home tab, in the Sort & Filter group. 3.Click the arrow located to the right of any column header, and then click Sort A to Z or Sort Z to A. 4.All of the above.

Datasheets II: Sum, sort, filter, and find your data Test question 2: Answer All of the above. You can use any of these techniques or commands.

Datasheets II: Sum, sort, filter, and find your data Test question 3 Filters remove unwanted data from your data sheet. (Pick one answer.) 1.True. 2.False.

Datasheets II: Sum, sort, filter, and find your data Test question 3: Answer False. Filtering never removes or otherwise affects your data.

Datasheets II: Sum, sort, filter, and find your data Quick Reference Card For a summary of the tasks covered in this course, view the Quick Reference Card. Quick Reference Card

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