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).
Introduction | p. 1 |
What's in the Book | p. 2 |
This Book's Special Features | p. 2 |
The Examples Used in the Book | p. 3 |
Creating Forms | |
Creating and Using a Form | p. 7 |
Building a Basic Form | p. 9 |
Building a Standard Form | p. 9 |
Building a Split Form | p. 11 |
Building a Multiple Items Form | p. 11 |
Creating Simple Forms with the Form Wizard | p. 12 |
Navigating a Form | p. 14 |
Creating a Form in Design View | p. 15 |
Displaying the Design View | p. 15 |
Changing the Record Source | p. 15 |
Understanding Form Controls | p. 16 |
Adding Fields to the Form | p. 17 |
Changing the Size of the Form | p. 18 |
Viewing the Form | p. 18 |
Assigning an AutoFormat in Design View | p. 19 |
Working with Form Properties | p. 20 |
Working with the Form Header and Footer | p. 20 |
Adding a Logo | p. 22 |
Adding a Title | p. 23 |
Formatting the Background | p. 23 |
Creating a Form Interactively in Layout View | p. 25 |
Case Study: Protecting the Form and Data from Other Users | p. 26 |
From Here | p. 27 |
Working with Form Controls | p. 29 |
Manipulating Form Controls | p. 29 |
Inserting Controls on a Form | p. 30 |
Selecting Controls | p. 30 |
Formatting Controls | p. 31 |
Adding Conditional Formatting | p. 31 |
Sizing Controls | p. 33 |
Moving Controls | p. 34 |
Creating a Control Layout | p. 36 |
Working with Control Margins | p. 38 |
Grouping Controls | p. 38 |
Ordering Overlapped Controls | p. 39 |
Converting an Unbound Control to a Bound Control | p. 39 |
Changing a Control's Type | p. 40 |
Setting the Tab Order | p. 40 |
Adding Labels to the Form | p. 41 |
Inserting a Label | p. 41 |
Editing the Label Caption | p. 42 |
Using Labels to Create Keyboard Shortcuts for Controls | p. 42 |
Adding Text Boxes to the Form | p. 43 |
Inserting a Text Box | p. 43 |
Using Text Boxes as Calculated Controls | p. 44 |
Case Study: Creating a Mortgage Calculator | p. 46 |
From Here | p. 48 |
Designing Forms for Efficient and Accurate Data Entry | p. 49 |
Preventing Errors by Validating Data | p. 50 |
Helping Users with Text Prompts | p. 50 |
Preventing Errors with Data Validation Expressions | p. 51 |
Using Input Masks for Consistent and Accurate Data Entry | p. 52 |
Using Controls to Limit Data Entry Choices | p. 55 |
Working with Yes/No Fields | p. 56 |
Using Option Buttons to Present a Limited Number of Choices | p. 59 |
Case Study: Using an Option Group to Select the Shipper | p. 61 |
Using Lists to Present a Large Number of Choices | p. 62 |
Entering Data with ActiveX Controls | p. 67 |
Entering Numbers Using a Spin Button | p. 68 |
Entering Numbers Using a Scrollbar | p. 69 |
Entering Dates Using a Calendar | p. 71 |
Collecting Form Data via Email | p. 72 |
Sending the Access Data Collection Email Message | p. 72 |
Replying to an Access Data Collection Email Message | p. 74 |
Managing the Access Data Collection Replies | p. 75 |
From Here | p. 75 |
Designing Forms for Business Use | p. 77 |
Using Forms in a Business Context | p. 77 |
Why Collect the Data? | p. 78 |
What Is the Data? | p. 78 |
Who Are Your Users? | p. 78 |
Ten Design Guidelines for Business Forms | p. 79 |
Make Forms Fast | p. 79 |
Make Forms Foolproof | p. 79 |
Mimic Paper Forms When Practical | p. 79 |
Give Users What They Need and Then Stop | p. 79 |
Don't Neglect the Keyboard | p. 80 |
Watch the Field Order (and the Tab Order, Too) | p. 80 |
Watch Your Screen Resolution | p. 80 |
Make Form Text Readable | p. 80 |
Go Easy on the Extras | p. 81 |
Organize Your Form Controls | p. 81 |
Organizing Controls on the Form | p. 81 |
Making Good Use of Lines and Rectangles | p. 82 |
Organizing with Option Groups | p. 83 |
Organizing with a Tab Control | p. 84 |
Enhancing Form Text | p. 86 |
Formatting Text | p. 87 |
Text Formatting Tips and Guidelines | p. 87 |
Applying Fancier Form Formatting | p. 88 |
Working with Colors | p. 88 |
Adding Images to Your Forms | p. 91 |
Creating a Shadow Effect for Text | p. 92 |
From Here | p. 93 |
Creating Specialized Forms | p. 95 |
Creating a Multiple-Table Form | p. 95 |
Understanding Subforms | p. 95 |
Creating a Form and Subform with the Form Wizard | p. 95 |
Creating a Subform in the Form Design View | p. 98 |
Working with Form Command Buttons | p. 99 |
Case Study: Creating a Switchboard Form | p. 102 |
Creating a Form Pop-Up Box or Dialog Box | p. 103 |
Creating a Pop-Up Form | p. 103 |
Creating a Modal Form | p. 104 |
Using a Custom Form with a Parameter Query | p. 105 |
Creating the Custom Form | p. 105 |
Adjusting the Parameter Query | p. 106 |
Using the Custom Form and Parameter Query | p. 107 |
Creating a Startup Form | p. 107 |
Creating a PivotChart Form | p. 108 |
From Here | p. 110 |
Designing and Customizing Reports | |
Creating and Publishing a Report | p. 113 |
Creating a Basic Report | p. 113 |
Creating Simple Reports with the Report Wizard | p. 114 |
Creating a Report in Design View | p. 116 |
Displaying the Design View | p. 116 |
Changing the Record Source | p. 117 |
Understanding the Architecture of Access Reports | p. 118 |
Understanding Report Controls | p. 119 |
Adding Fields to the Report | p. 120 |
Adding Labels to the Report | p. 120 |
Adding a Logo | p. 121 |
Adding a Title | p. 122 |
Adding Page Numbers to the Report | p. 122 |
Adding the Date and Time to the Report | p. 123 |
Changing the Size of a Report Section | p. 124 |
Previewing the Report | p. 124 |
Assigning an AutoFormat in Design View | p. 125 |
Working with Report Properties | p. 126 |
Formatting the Background | p. 126 |
Manipulating Report Controls | p. 128 |
Creating a Report Interactively in Layout View | p. 136 |
Publishing a Report | p. 137 |
Publishing on Paper | p. 137 |
Publishing to Email | p. 138 |
Exporting to Word | p. 138 |
Exporting to PDF or XPS | p. 139 |
From Here | p. 140 |
Designing Effective Business Reports | p. 141 |
Using Reports in Business | p. 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 Reports | p. 145 |
Copy Legacy Reports When Practical | p. 145 |
Give Users What They Need, Then Stop: Part 1 | p. 145 |
Give Users What They Need, Then Stop: Part 2 | p. 145 |
Use Page Numbers | p. 146 |
Use Dates and Times | p. 146 |
Watch the Field Order | p. 146 |
Watch Your Screen Resolution | p. 146 |
Make Report Text Readable | p. 147 |
Always Sort and/or Group Data | p. 147 |
Organize the Report Layout | p. 147 |
Organizing Controls on the Report | p. 147 |
Making Good Use of Lines and Rectangles | p. 148 |
Creating Page Breaks | p. 149 |
Enhancing Report Text | p. 150 |
Formatting Text | p. 150 |
Text Formatting Tips and Guidelines | p. 151 |
Applying Fancier Report Formatting | p. 152 |
Working with Colors | p. 152 |
Adding Images to Your Reports | p. 153 |
Adding Special Effects | p. 154 |
Creating a Shadow Effect for Text | p. 154 |
From Here | p. 155 |
Designing Advanced Reports | p. 157 |
Sorting and Grouping a Report | p. 157 |
Setting Up Sorting Options | p. 158 |
Setting Up Grouping Options | p. 158 |
Sorting and Grouping Using an Expression | p. 161 |
Adding Calculations to a Report | p. 161 |
Using the Totals List | p. 162 |
Inserting a Text Box | p. 162 |
Using Text Boxes as Calculated Controls | p. 163 |
Case Study: Creating an Invoice Report | p. 165 |
Using Advanced Methods to Launching a Report | p. 167 |
Launching a Report with a Command Button | p. 167 |
Launching a Report with a Macro | p. 169 |
Controlling Report Output | p. 174 |
Adding Page Breaks After Sections | p. 174 |
Starting Sections at the Top of a Row or Column | p. 174 |
Avoiding Widowed Records | p. 175 |
From Here | p. 175 |
Creating Specialized Reports | p. 177 |
Creating a Multiple-Column Report | p. 177 |
Setting Up the Report | p. 178 |
Tweaking the Page Setup | p. 178 |
Troubleshooting Multiple Columns | p. 180 |
Case Study: Using Multiple Columns to Reduce Report Page Count | p. 181 |
Creating Mailing Labels | p. 184 |
Running the Label Wizard | p. 185 |
Creating a Custom Label | p. 187 |
Creating a Mail Merge Report | p. 187 |
Creating a Multiple-Table Report | p. 189 |
Understanding Subreports | p. 190 |
Creating a Report and Subreport with the Report Wizard | p. 191 |
Creating a Subreport in the Report Design View | p. 192 |
Creating a PivotChart Report | p. 194 |
From Here | p. 195 |
Creating Powerful Queries | |
Creating a Basic Query | p. 199 |
Sorting Records | p. 199 |
Sorting on a Single Field | p. 200 |
Sorting on Multiple Fields | p. 200 |
Filtering Table Data | p. 201 |
Filtering by Selection | p. 203 |
Filtering Excluding Selection | p. 203 |
Filtering in Place | p. 204 |
Applying Text, Numeric, and Date Filters | p. 204 |
Filtering by Form | p. 206 |
Learning About Filter Criteria | p. 207 |
Creating a Filter | p. 208 |
Working with Queries | p. 210 |
Creating a Query | p. 210 |
Creating a New Query Object | p. 211 |
Selecting the Fields to Include in the Query | p. 212 |
Entering the Query Criteria | p. 213 |
Excluding a Field from the Query Results | p. 213 |
Returning Only the Top N Values | p. 213 |
Setting Field Properties | p. 214 |
Running the Query | p. 215 |
Querying Notes for Business Users | p. 216 |
Case Study: Querying for a Mail Merge | p. 217 |
Querying the Customers Table | p. 218 |
Running the Mail Merge | p. 219 |
Creating Queries with the Query Wizards | p. 220 |
Creating Crosstab Queries | p. 220 |
Creating Find Duplicates Queries | p. 222 |
Setting Up a Find Unmatched Query | p. 222 |
Working with a Query Dynaset | p. 223 |
Understanding the Datasheet View | p. 223 |
Navigating Fields | p. 224 |
Entering Data | p. 224 |
Adding More Records | p. 225 |
Navigating Records | p. 225 |
Selecting a Record | p. 226 |
Copying a Record | p. 226 |
Deleting a Record | p. 227 |
Formatting the Datasheet | p. 227 |
Working with Query Properties | p. 228 |
From Here | p. 229 |
Building Criteria Expressions | p. 231 |
Using Operands in Criteria Expressions | p. 232 |
Literals | p. 232 |
Identifiers | p. 232 |
Functions | p. 233 |
Using Operators in Criteria Expressions | p. 233 |
Comparison Operators | p. 233 |
Arithmetic Operators | p. 234 |
The Like Operator | p. 235 |
The Between...And Operator | p. 235 |
The In Operator | p. 235 |
The Is Null Operator | p. 235 |
Compound Criteria and the Logical Operators | p. 236 |
Using the Logical Operators | p. 237 |
Understanding Operator Precedence | p. 238 |
Setting Up a Calculated Column | p. 239 |
Calculating Inventory Value | p. 240 |
Calculating Discounted Product Totals | p. 241 |
Using the Built-In Functions | p. 241 |
Using Text Functions | p. 243 |
Using Date and Time Functions | p. 246 |
Using Math Functions | p. 251 |
Using Financial Functions | p. 253 |
Working with the Expression Builder | p. 256 |
From Here | p. 257 |
Working with Multiple-Table Queries | p. 259 |
Relational Database Fundamentals | p. 259 |
The Pitfalls of a Nonrelational Design | p. 259 |
How a Relational Design Can Help | p. 262 |
Types of Relational Models | p. 264 |
The One-to-Many Model | p. 264 |
The One-to-One Model | p. 265 |
The Many-to-Many Model | p. 265 |
Enforcing Referential Integrity | p. 266 |
Establishing Table Relationships | p. 267 |
Understanding Join Lines | p. 267 |
Identifying Join Types | p. 268 |
Adding Tables to the Relationships Window | p. 269 |
Joining Tables | p. 269 |
Editing a Relationship | p. 271 |
Removing a Join | p. 271 |
Working with Multiple Tables in a Query | p. 271 |
Adding Multiple Tables to a Query | p. 271 |
Adding Fields from Multiple Tables | p. 272 |
Nesting Queries Within Queries | p. 273 |
Joining Tables Within the Query Design Window | p. 274 |
Creating Other Types of Joins | p. 275 |
Creating Outer Joins | p. 275 |
Creating Self-Joins | p. 278 |
Creating Theta Joins | p. 279 |
Creating a Unique Values Query | p. 280 |
Case Study: Drilling Down to the Order Details | p. 282 |
Adding a Subdatasheet to a Query | p. 284 |
Working with Query Subdatasheets | p. 284 |
From Here | p. 286 |
Creating Advanced Queries | p. 287 |
Creating a Totals Query | p. 287 |
Displaying the Total Row in the Design Grid | p. 288 |
Setting Up a Totals Query on a Single Field | p. 289 |
Setting Up a Totals Query on Multiple Fields | p. 289 |
Filtering the Records Before Calculating Totals | p. 290 |
Creating a Totals Query for Groups of Records | p. 291 |
Grouping on Multiple Fields | p. 291 |
Creating a Totals Query Using a Calculated Field | p. 293 |
Creating a Totals Query Using Aggregate Functions | p. 294 |
Combining Aggregate Functions and Totals | p. 295 |
Creating Queries That Make Decisions | p. 296 |
Making Decisions with the IIf Function | p. 297 |
Making Decisions with the Switch Function | p. 299 |
Case Study: Calculating a Customer Discount Rate | p. 300 |
Calculating a Simple Discount Rate | p. 300 |
Calculating a Complex Discount Rate | p. 301 |
Running Parameter Queries | p. 302 |
Creating a Simple Query Parameter | p. 302 |
Specifying the Parameter Data Type | p. 304 |
Running Action Queries | p. 304 |
Modifying Table Data with an Update Query | p. 304 |
Removing Records from a Table with a Delete Query | p. 306 |
Creating New Tables with Make-Table Queries | p. 307 |
Adding Records to a Table with an Append Query | p. 309 |
From Here | p. 309 |
Creating PivotTable Queries | p. 311 |
What Is a PivotTable? | p. 311 |
How PivotTables Work | p. 312 |
Some PivotTable Terms | p. 313 |
Creating a One-Dimensional PivotTable | p. 314 |
Display Data Field Details | p. 314 |
Displaying the Sum of the Data Field Values | p. 316 |
Hiding and Showing the Data Details | p. 318 |
Inserting an AutoCalc Data Field Summary Calculation | p. 318 |
Changing the AutoCalc Calculation Type | p. 320 |
Creating a Calculated Field | p. 321 |
Removing a PivotTable Field | p. 322 |
Creating a Multiple-Field One-Dimensional PivotTable | p. 322 |
Creating a Two-Dimensional PivotTable | p. 323 |
Analyzing Customer Orders by Product Category | p. 324 |
Adding a Temporal Dimension to the PivotTable | p. 326 |
Filtering a PivotTable | p. 332 |
Using the PivotTable AutoFilters | p. 332 |
Displaying Only the Top or Bottom Items | p. 333 |
Grouping Field Items | p. 335 |
Adding a Filter Field | p. 335 |
Pivoting a PivotTable | p. 336 |
Moving a Field to a Different Area | p. 337 |
Changing the Field Order | p. 338 |
Formatting a PivotTable | p. 339 |
From Here | p. 339 |
Querying with SQL Statements | p. 341 |
Viewing the SQL Statement | p. 341 |
Using SQL to Perform a Select Query | p. 342 |
Understanding the SELECT Statement | p. 343 |
Using SQL with Multiple-Table Queries | p. 346 |
Adding a Calculated Column to the SELECT Statement | p. 349 |
Using SQL to Total and Group Records | p. 350 |
Using SQL to Set Up a Parameter Query | p. 350 |
The Full SQL SELECT Syntax | p. 351 |
Using SQL to Perform Action Queries | p. 351 |
Using SQL to Perform an Update Query | p. 352 |
Using SQL to Perform a Delete Query | p. 352 |
Using SQL to Perform a Make-Table Query | p. 353 |
Using SQL to Perform an Append Query | p. 353 |
Using SQL to Create Subqueries | p. 354 |
Using a Subquery to Define a Field | p. 355 |
Determining Whether a Unit Price Is Greater Than the Average | p. 355 |
Using a Subquery to Define Criteria for a Field | p. 356 |
Using Subqueries That Return Dynasets | p. 356 |
In Predicate: Customers Who Have Placed Orders | p. 357 |
All Predicate: Products Cheaper Than All the Condiments | p. 358 |
Using SQL to Create Union Queries | p. 359 |
From Here | p. 360 |
Index | p. 361 |
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