Microsoft Office Access 2007 Forms, Reports, and Queries

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  • Edition: 1st
  • Format: Paperback
  • Copyright: 2007-05-01
  • Publisher: Que Publishing
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Shows the reader how to create user-friendly forms, striking reports, and powerful queries in Microsoft Access 2007.

Author Biography

Paul McFedries is the president of Logophilia Limited, a technical writing company. Now primarily a writer, Paul is well known as a teacher of Microsoft Office and Microsoft Windows, and has worked as a programmer, consultant, database developer, and website developer. He has written more than 50 books that have sold more than three million copies worldwide. These books include Tricks of the Microsoft Office 2007 Gurus (Que, 2007), Formulas and Functions with Microsoft Excel 2007 (Que, 2007), VBA for the 2007 Microsoft Office System (Que, 2007), and Windows Vista Unleashed (Sams, 2006).

Table of Contents

Introductionp. 1
What's in the Bookp. 2
This Book's Special Featuresp. 2
The Examples Used in the Bookp. 3
Creating Forms
Creating and Using a Formp. 7
Building a Basic Formp. 9
Building a Standard Formp. 9
Building a Split Formp. 11
Building a Multiple Items Formp. 11
Creating Simple Forms with the Form Wizardp. 12
Navigating a Formp. 14
Creating a Form in Design Viewp. 15
Displaying the Design Viewp. 15
Changing the Record Sourcep. 15
Understanding Form Controlsp. 16
Adding Fields to the Formp. 17
Changing the Size of the Formp. 18
Viewing the Formp. 18
Assigning an AutoFormat in Design Viewp. 19
Working with Form Propertiesp. 20
Working with the Form Header and Footerp. 20
Adding a Logop. 22
Adding a Titlep. 23
Formatting the Backgroundp. 23
Creating a Form Interactively in Layout Viewp. 25
Case Study: Protecting the Form and Data from Other Usersp. 26
From Herep. 27
Working with Form Controlsp. 29
Manipulating Form Controlsp. 29
Inserting Controls on a Formp. 30
Selecting Controlsp. 30
Formatting Controlsp. 31
Adding Conditional Formattingp. 31
Sizing Controlsp. 33
Moving Controlsp. 34
Creating a Control Layoutp. 36
Working with Control Marginsp. 38
Grouping Controlsp. 38
Ordering Overlapped Controlsp. 39
Converting an Unbound Control to a Bound Controlp. 39
Changing a Control's Typep. 40
Setting the Tab Orderp. 40
Adding Labels to the Formp. 41
Inserting a Labelp. 41
Editing the Label Captionp. 42
Using Labels to Create Keyboard Shortcuts for Controlsp. 42
Adding Text Boxes to the Formp. 43
Inserting a Text Boxp. 43
Using Text Boxes as Calculated Controlsp. 44
Case Study: Creating a Mortgage Calculatorp. 46
From Herep. 48
Designing Forms for Efficient and Accurate Data Entryp. 49
Preventing Errors by Validating Datap. 50
Helping Users with Text Promptsp. 50
Preventing Errors with Data Validation Expressionsp. 51
Using Input Masks for Consistent and Accurate Data Entryp. 52
Using Controls to Limit Data Entry Choicesp. 55
Working with Yes/No Fieldsp. 56
Using Option Buttons to Present a Limited Number of Choicesp. 59
Case Study: Using an Option Group to Select the Shipperp. 61
Using Lists to Present a Large Number of Choicesp. 62
Entering Data with ActiveX Controlsp. 67
Entering Numbers Using a Spin Buttonp. 68
Entering Numbers Using a Scrollbarp. 69
Entering Dates Using a Calendarp. 71
Collecting Form Data via Emailp. 72
Sending the Access Data Collection Email Messagep. 72
Replying to an Access Data Collection Email Messagep. 74
Managing the Access Data Collection Repliesp. 75
From Herep. 75
Designing Forms for Business Usep. 77
Using Forms in a Business Contextp. 77
Why Collect the Data?p. 78
What Is the Data?p. 78
Who Are Your Users?p. 78
Ten Design Guidelines for Business Formsp. 79
Make Forms Fastp. 79
Make Forms Foolproofp. 79
Mimic Paper Forms When Practicalp. 79
Give Users What They Need and Then Stopp. 79
Don't Neglect the Keyboardp. 80
Watch the Field Order (and the Tab Order, Too)p. 80
Watch Your Screen Resolutionp. 80
Make Form Text Readablep. 80
Go Easy on the Extrasp. 81
Organize Your Form Controlsp. 81
Organizing Controls on the Formp. 81
Making Good Use of Lines and Rectanglesp. 82
Organizing with Option Groupsp. 83
Organizing with a Tab Controlp. 84
Enhancing Form Textp. 86
Formatting Textp. 87
Text Formatting Tips and Guidelinesp. 87
Applying Fancier Form Formattingp. 88
Working with Colorsp. 88
Adding Images to Your Formsp. 91
Creating a Shadow Effect for Textp. 92
From Herep. 93
Creating Specialized Formsp. 95
Creating a Multiple-Table Formp. 95
Understanding Subformsp. 95
Creating a Form and Subform with the Form Wizardp. 95
Creating a Subform in the Form Design Viewp. 98
Working with Form Command Buttonsp. 99
Case Study: Creating a Switchboard Formp. 102
Creating a Form Pop-Up Box or Dialog Boxp. 103
Creating a Pop-Up Formp. 103
Creating a Modal Formp. 104
Using a Custom Form with a Parameter Queryp. 105
Creating the Custom Formp. 105
Adjusting the Parameter Queryp. 106
Using the Custom Form and Parameter Queryp. 107
Creating a Startup Formp. 107
Creating a PivotChart Formp. 108
From Herep. 110
Designing and Customizing Reports
Creating and Publishing a Reportp. 113
Creating a Basic Reportp. 113
Creating Simple Reports with the Report Wizardp. 114
Creating a Report in Design Viewp. 116
Displaying the Design Viewp. 116
Changing the Record Sourcep. 117
Understanding the Architecture of Access Reportsp. 118
Understanding Report Controlsp. 119
Adding Fields to the Reportp. 120
Adding Labels to the Reportp. 120
Adding a Logop. 121
Adding a Titlep. 122
Adding Page Numbers to the Reportp. 122
Adding the Date and Time to the Reportp. 123
Changing the Size of a Report Sectionp. 124
Previewing the Reportp. 124
Assigning an AutoFormat in Design Viewp. 125
Working with Report Propertiesp. 126
Formatting the Backgroundp. 126
Manipulating Report Controlsp. 128
Creating a Report Interactively in Layout Viewp. 136
Publishing a Reportp. 137
Publishing on Paperp. 137
Publishing to Emailp. 138
Exporting to Wordp. 138
Exporting to PDF or XPSp. 139
From Herep. 140
Designing Effective Business Reportsp. 141
Using Reports in Businessp. 141
What's in the Report?p. 142
What Is the Goal of the Report?p. 142
Who Are Your Readers?p. 144
Ten Design Guidelines for Business Reportsp. 145
Copy Legacy Reports When Practicalp. 145
Give Users What They Need, Then Stop: Part 1p. 145
Give Users What They Need, Then Stop: Part 2p. 145
Use Page Numbersp. 146
Use Dates and Timesp. 146
Watch the Field Orderp. 146
Watch Your Screen Resolutionp. 146
Make Report Text Readablep. 147
Always Sort and/or Group Datap. 147
Organize the Report Layoutp. 147
Organizing Controls on the Reportp. 147
Making Good Use of Lines and Rectanglesp. 148
Creating Page Breaksp. 149
Enhancing Report Textp. 150
Formatting Textp. 150
Text Formatting Tips and Guidelinesp. 151
Applying Fancier Report Formattingp. 152
Working with Colorsp. 152
Adding Images to Your Reportsp. 153
Adding Special Effectsp. 154
Creating a Shadow Effect for Textp. 154
From Herep. 155
Designing Advanced Reportsp. 157
Sorting and Grouping a Reportp. 157
Setting Up Sorting Optionsp. 158
Setting Up Grouping Optionsp. 158
Sorting and Grouping Using an Expressionp. 161
Adding Calculations to a Reportp. 161
Using the Totals Listp. 162
Inserting a Text Boxp. 162
Using Text Boxes as Calculated Controlsp. 163
Case Study: Creating an Invoice Reportp. 165
Using Advanced Methods to Launching a Reportp. 167
Launching a Report with a Command Buttonp. 167
Launching a Report with a Macrop. 169
Controlling Report Outputp. 174
Adding Page Breaks After Sectionsp. 174
Starting Sections at the Top of a Row or Columnp. 174
Avoiding Widowed Recordsp. 175
From Herep. 175
Creating Specialized Reportsp. 177
Creating a Multiple-Column Reportp. 177
Setting Up the Reportp. 178
Tweaking the Page Setupp. 178
Troubleshooting Multiple Columnsp. 180
Case Study: Using Multiple Columns to Reduce Report Page Countp. 181
Creating Mailing Labelsp. 184
Running the Label Wizardp. 185
Creating a Custom Labelp. 187
Creating a Mail Merge Reportp. 187
Creating a Multiple-Table Reportp. 189
Understanding Subreportsp. 190
Creating a Report and Subreport with the Report Wizardp. 191
Creating a Subreport in the Report Design Viewp. 192
Creating a PivotChart Reportp. 194
From Herep. 195
Creating Powerful Queries
Creating a Basic Queryp. 199
Sorting Recordsp. 199
Sorting on a Single Fieldp. 200
Sorting on Multiple Fieldsp. 200
Filtering Table Datap. 201
Filtering by Selectionp. 203
Filtering Excluding Selectionp. 203
Filtering in Placep. 204
Applying Text, Numeric, and Date Filtersp. 204
Filtering by Formp. 206
Learning About Filter Criteriap. 207
Creating a Filterp. 208
Working with Queriesp. 210
Creating a Queryp. 210
Creating a New Query Objectp. 211
Selecting the Fields to Include in the Queryp. 212
Entering the Query Criteriap. 213
Excluding a Field from the Query Resultsp. 213
Returning Only the Top N Valuesp. 213
Setting Field Propertiesp. 214
Running the Queryp. 215
Querying Notes for Business Usersp. 216
Case Study: Querying for a Mail Mergep. 217
Querying the Customers Tablep. 218
Running the Mail Mergep. 219
Creating Queries with the Query Wizardsp. 220
Creating Crosstab Queriesp. 220
Creating Find Duplicates Queriesp. 222
Setting Up a Find Unmatched Queryp. 222
Working with a Query Dynasetp. 223
Understanding the Datasheet Viewp. 223
Navigating Fieldsp. 224
Entering Datap. 224
Adding More Recordsp. 225
Navigating Recordsp. 225
Selecting a Recordp. 226
Copying a Recordp. 226
Deleting a Recordp. 227
Formatting the Datasheetp. 227
Working with Query Propertiesp. 228
From Herep. 229
Building Criteria Expressionsp. 231
Using Operands in Criteria Expressionsp. 232
Literalsp. 232
Identifiersp. 232
Functionsp. 233
Using Operators in Criteria Expressionsp. 233
Comparison Operatorsp. 233
Arithmetic Operatorsp. 234
The Like Operatorp. 235
The Between...And Operatorp. 235
The In Operatorp. 235
The Is Null Operatorp. 235
Compound Criteria and the Logical Operatorsp. 236
Using the Logical Operatorsp. 237
Understanding Operator Precedencep. 238
Setting Up a Calculated Columnp. 239
Calculating Inventory Valuep. 240
Calculating Discounted Product Totalsp. 241
Using the Built-In Functionsp. 241
Using Text Functionsp. 243
Using Date and Time Functionsp. 246
Using Math Functionsp. 251
Using Financial Functionsp. 253
Working with the Expression Builderp. 256
From Herep. 257
Working with Multiple-Table Queriesp. 259
Relational Database Fundamentalsp. 259
The Pitfalls of a Nonrelational Designp. 259
How a Relational Design Can Helpp. 262
Types of Relational Modelsp. 264
The One-to-Many Modelp. 264
The One-to-One Modelp. 265
The Many-to-Many Modelp. 265
Enforcing Referential Integrityp. 266
Establishing Table Relationshipsp. 267
Understanding Join Linesp. 267
Identifying Join Typesp. 268
Adding Tables to the Relationships Windowp. 269
Joining Tablesp. 269
Editing a Relationshipp. 271
Removing a Joinp. 271
Working with Multiple Tables in a Queryp. 271
Adding Multiple Tables to a Queryp. 271
Adding Fields from Multiple Tablesp. 272
Nesting Queries Within Queriesp. 273
Joining Tables Within the Query Design Windowp. 274
Creating Other Types of Joinsp. 275
Creating Outer Joinsp. 275
Creating Self-Joinsp. 278
Creating Theta Joinsp. 279
Creating a Unique Values Queryp. 280
Case Study: Drilling Down to the Order Detailsp. 282
Adding a Subdatasheet to a Queryp. 284
Working with Query Subdatasheetsp. 284
From Herep. 286
Creating Advanced Queriesp. 287
Creating a Totals Queryp. 287
Displaying the Total Row in the Design Gridp. 288
Setting Up a Totals Query on a Single Fieldp. 289
Setting Up a Totals Query on Multiple Fieldsp. 289
Filtering the Records Before Calculating Totalsp. 290
Creating a Totals Query for Groups of Recordsp. 291
Grouping on Multiple Fieldsp. 291
Creating a Totals Query Using a Calculated Fieldp. 293
Creating a Totals Query Using Aggregate Functionsp. 294
Combining Aggregate Functions and Totalsp. 295
Creating Queries That Make Decisionsp. 296
Making Decisions with the IIf Functionp. 297
Making Decisions with the Switch Functionp. 299
Case Study: Calculating a Customer Discount Ratep. 300
Calculating a Simple Discount Ratep. 300
Calculating a Complex Discount Ratep. 301
Running Parameter Queriesp. 302
Creating a Simple Query Parameterp. 302
Specifying the Parameter Data Typep. 304
Running Action Queriesp. 304
Modifying Table Data with an Update Queryp. 304
Removing Records from a Table with a Delete Queryp. 306
Creating New Tables with Make-Table Queriesp. 307
Adding Records to a Table with an Append Queryp. 309
From Herep. 309
Creating PivotTable Queriesp. 311
What Is a PivotTable?p. 311
How PivotTables Workp. 312
Some PivotTable Termsp. 313
Creating a One-Dimensional PivotTablep. 314
Display Data Field Detailsp. 314
Displaying the Sum of the Data Field Valuesp. 316
Hiding and Showing the Data Detailsp. 318
Inserting an AutoCalc Data Field Summary Calculationp. 318
Changing the AutoCalc Calculation Typep. 320
Creating a Calculated Fieldp. 321
Removing a PivotTable Fieldp. 322
Creating a Multiple-Field One-Dimensional PivotTablep. 322
Creating a Two-Dimensional PivotTablep. 323
Analyzing Customer Orders by Product Categoryp. 324
Adding a Temporal Dimension to the PivotTablep. 326
Filtering a PivotTablep. 332
Using the PivotTable AutoFiltersp. 332
Displaying Only the Top or Bottom Itemsp. 333
Grouping Field Itemsp. 335
Adding a Filter Fieldp. 335
Pivoting a PivotTablep. 336
Moving a Field to a Different Areap. 337
Changing the Field Orderp. 338
Formatting a PivotTablep. 339
From Herep. 339
Querying with SQL Statementsp. 341
Viewing the SQL Statementp. 341
Using SQL to Perform a Select Queryp. 342
Understanding the SELECT Statementp. 343
Using SQL with Multiple-Table Queriesp. 346
Adding a Calculated Column to the SELECT Statementp. 349
Using SQL to Total and Group Recordsp. 350
Using SQL to Set Up a Parameter Queryp. 350
The Full SQL SELECT Syntaxp. 351
Using SQL to Perform Action Queriesp. 351
Using SQL to Perform an Update Queryp. 352
Using SQL to Perform a Delete Queryp. 352
Using SQL to Perform a Make-Table Queryp. 353
Using SQL to Perform an Append Queryp. 353
Using SQL to Create Subqueriesp. 354
Using a Subquery to Define a Fieldp. 355
Determining Whether a Unit Price Is Greater Than the Averagep. 355
Using a Subquery to Define Criteria for a Fieldp. 356
Using Subqueries That Return Dynasetsp. 356
In Predicate: Customers Who Have Placed Ordersp. 357
All Predicate: Products Cheaper Than All the Condimentsp. 358
Using SQL to Create Union Queriesp. 359
From Herep. 360
Indexp. 361
Table of Contents provided by Ingram. All Rights Reserved.

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