Exploring Office 2003 - Grauer and Barber 1 Committed to Shaping the Next Generation of IT Experts. Chapter 3 - Information From the Database: Reports.

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Exploring Office Grauer and Barber 1 Committed to Shaping the Next Generation of IT Experts. Chapter 3 - Information From the Database: Reports and Queries Robert Grauer and Maryann Barber Exploring Microsoft Access 2003

Exploring Office Grauer and Barber 2 Objectives Describe types of reports Describe similarities between forms and reports with respect to controls List sections in a report Use conditional formatting in a report Differentiate between a query and a table

Exploring Office Grauer and Barber 3 Objectives (continued) Use design grid to create and modify a select query Explain multiple criteria rows in a query Use concatenation to combine fields Use an immediate If statement Define an action query Create a crosstab query

Exploring Office Grauer and Barber 4 Report Types Columnar (vertical) report  Simplest type  Lists every field for every record in a single column (one record per page) Tabular report  Displays selected fields in a row  One record per row

Exploring Office Grauer and Barber 5 Anatomy of a Report Report header & footer Page header & footer Group header & footer Detail section

Exploring Office Grauer and Barber 6 Report Wizard Easiest way to create a report Specify the table or query Select one or more fields Select layout (columnar/ tabular) Select a style Modify the resulting report

Exploring Office Grauer and Barber 7 Report Wizard (continued) Select the Table/Query Double-click Available Field Moves to Selected Fields

Exploring Office Grauer and Barber 8 Report Wizard (continued) Select report style Select page orientation Select Layout type

Exploring Office Grauer and Barber 9 Report Wizard (continued) Report Header Page Header Detail Section

Exploring Office Grauer and Barber 10 Report Design View Bound Controls  Data source is a field in the table/query Unbound Controls  Has no data source  Used to display titles, labels, lines, rectangles, and graphics Calculated Controls  Data source is an expression (avg, sum)

Exploring Office Grauer and Barber 11 Report Design View (continued) Unbound Control Bound Control Now function

Exploring Office Grauer and Barber 12 Hands-on Exercise 1 Title of Exercise: The Report Wizard Objective: to use the Report Wizard; to modify an existing report by adding, deleting, and/or modifying its controls  Input file: Our Students  Output file: Our Students (modified)

Exploring Office Grauer and Barber 13 Introduction to Queries Query provides the resulting records from a question Design grid: graphical tool used to develop queries Dynaset: The records that satisfy the query criteria

Exploring Office Grauer and Barber 14 Dynaset Looks and acts like a table Is a dynamic subset of a table Allows for entry, updating and deletion of records Changes update the underlying table

Exploring Office Grauer and Barber 15 Select Query Dynaset The results of a query are displayed as a dynaset

Exploring Office Grauer and Barber 16 Creating a Query Select query Query window views  Datasheet view  Design view

Exploring Office Grauer and Barber 17 Select Query Design View Table Criteria

Exploring Office Grauer and Barber 18 Query Selection Criteria AND condition OR condition Relational operators Between function NOT function Wild card

Exploring Office Grauer and Barber 19 “And” Query

Exploring Office Grauer and Barber 20 Hands-on Exercise 2 Title of Exercise: Creating A Select Query Objective: to create a select query using Simple Query Wizard; to show how changing values in a dynaset changes values in underlying table; to create a report based on a query  Input file: Our Students (from Hands-on Ex. 1)  Output file: Our Students (modified)

Exploring Office Grauer and Barber 21 Access Functions and Calculated Controls Concatenate  Joins together fields, such as first and last names, into a single field  Name: [LastName]&”,”&[FirstName] Immediate IF (IIF) function  Similar to the IF function in Excel  Condition, what happens if true, what happens if false

Exploring Office Grauer and Barber 22 Example of IIF Function

Exploring Office Grauer and Barber 23 Demo of IIF Function and Concatenation using Chapter 1 # 4

Exploring Office Grauer and Barber 24 Grouping Records Use report anatomy to group records Grouping allows calculations like:  Count function  Sum function  Min function  Max function  Avg function

Exploring Office Grauer and Barber 25 Demo of Grouping Functions of Sum, Max, Min, etc.

Exploring Office Grauer and Barber 26 Hands-on Exercise 3 Title of Exercise: Grouping Records Objective: to create a query containing a calculated control, then create a report based on that query; use sorting and Grouping to add a group header and footer to a report  Input file: Our Students (from Hands-on Ex. 2)  Output file: Our Students (modified)

Exploring Office Grauer and Barber 27 Crosstab Queries Average GPA/Major by Gender Listing of Majors

Exploring Office Grauer and Barber 28 Demo of Crosstab Query

Exploring Office Grauer and Barber 29 Action Queries Enables table updates. Four types: Update: Changes multiple records Append: Adds records from one table to another Delete: deletes records that meet a criteria Make-table: Creates a new table from existing records

Exploring Office Grauer and Barber 30 Action Queries A GPA greater than 3 Changes Financial Aid to Yes

Exploring Office Grauer and Barber 31 Demo of Action Queries

Exploring Office Grauer and Barber 32 Hands-on Exercise 4 Title of Exercise: Crosstab and Action Queries Objective: to use action queries to modify a database; to create a crosstab query to display summarized values from a table  Input file: Our Students (from Hands-on Ex. 3)  Output file: Our Students (modified)

Exploring Office Grauer and Barber 33 Chapter 3 Summary Report prints and displays information from a database Report Wizard easily creates reports Each report section comprised of controls Reports: based on table or query Query displays records that meet a criteria

Exploring Office Grauer and Barber 34 Chapter 3 Summary (continued) Queries display selected records in a dynaset Grouping records by a field for summaries Action queries modify records Crosstab queries display aggregated rather than individual records

Exploring Office Grauer and Barber 35 End-of-chapter Exercises Multiple Choice Practice With Access  Exercise 1 – The Oscars  Exercise 2 – The United States  Exercise 3 – The Super Bowl  Exercise 4 – The Shopping Mall  Exercise 5 – Best Realty  Exercise 6 – The Fishing Pole  Exercise 7 – Salary Increases  Exercise 8 – Action Queries

Exploring Office Grauer and Barber 36 End-of-chapter Exercises (continued) Additional Mini Cases  Mail Merge  Oh Canada On Your Own  Compacting versus Compressing

Exploring Office Grauer and Barber 37 Questions?