Access Tutorial 1 Creating a Database Microsoft Office 2013 ® ®

Access Tutorial 1 Creating a Database Microsoft Office 2013

Objectives, Part 1 XP Session 1.1 – Learn basic database concepts and terms – Start and exit Access – Explore the Microsoft Access window and Backstage view – Create a blank database – Create and save a table in Datasheet view – Enter field names and records in a table datasheet – Open a table using the Navigation Pane New Perspectives on Microsoft Access 2013 2

Objectives, Part 2 XP Session 1.2 – – – – – – – – Open an Access database Copy and paste records from another Access database Navigate a table datasheet Create and navigate a simple query Create and navigate a simple form Create, preview, navigate, and print a simple report Use Help in Access Learn how to compact, back up, and restore a database New Perspectives on Microsoft Access 2013 3

Creating a Database, Part 1 XP Case - Chatham Community Health Services – All Tutorials use this Case – A nonprofit health clinic located in Hartford, Connecticut, specializes in the areas of pulmonology, cardiac care, and chronic disease management – Cindi Rodriguez, the office manager for Chatham Community Health Services, oversees a small staff and is responsible for maintaining the medical records of the clinic’s patients New Perspectives on Microsoft Access 2013 4

Creating a Database, Part 2 XP Case - Chatham Community Health Services – Cindi and her staff rely on electronic medical records for patient information, billing, inventory control, purchasing, and accounts payable – The clinic recently upgraded to Microsoft Access 2013 (or simply Access) – Using the software to enter, maintain, and retrieve related data in a format known as a database New Perspectives on Microsoft Access 2013 5

Creating a Database, Part 3 New Perspectives on Microsoft Access 2013 XP 6

Creating a Database, Part 4 New Perspectives on Microsoft Access 2013 XP 7

Introduction to Database Concepts, Part 1 XP Organizing Data – A field is a single characteristic or attribute of a person, place, object, event, or idea Patient ID, first name, last name, address, phone number, visit date, reason for visit, and invoice amount – Related fields are grouped together into a table A collection of fields that describes a person, place, object, event, or idea The specific content of a field is called the field value – his set of field values is called a record New Perspectives on Microsoft Access 2013 8

Introduction to Database Concepts, Part 2 New Perspectives on Microsoft Access 2013 XP 9

Databases and Relationships XP A relational database is a collection of related tables Records in the separate tables are connected through a common field A primary key is a field, or a collection of fields, that uniquely identify each record in a table Including the primary key from one table as a field in a second table to form a relationship between the two tables, it is called a foreign key in the second table New Perspectives on Microsoft Access 2013 10

Relational Database Management Systems, Part 1 XP A database management system (DBMS) is a software program that lets you create databases and then manipulate the data they contain In a relational database management system, data is organized as a collection of tables. A relational DBMS controls the storage of databases and facilitates the creation manipulation, and reporting of data New Perspectives on Microsoft Access 2013 11

Relational Database Management Systems, Part 2 XP A relational DBMS provides the following functions: – Allows you to create database structures containing fields, tables, and table relationships – Lets you easily add new records, change field values in existing records, and delete records – Contains a built-in query language, which lets you obtain immediate answers to the questions (or queries) you ask about your data – Contains a built-in report generator, which lets you produce professional-looking, formatted reports from your data – Protects databases through security, control, and recovery facilities New Perspectives on Microsoft Access 2013 12

Starting Access and Creating a Database, Part 1XP New Perspectives on Microsoft Access 2013 13

Starting Access and Creating a Database, Part 2XP When you start Access, the first screen that appears is Backstage view which contains commands that allow you to manage Access files and options – The Recent screen in Backstage view provides options for you to create a new database or open an existing database – To create a new database that does not contain any data or objects, you use the Blank desktop database option – Use a template (a predesigned database that includes professionally designed tables, reports, and other database objects) If the database contains objects that match those found in common databases, such as databases that store data about contacts or tasks New Perspectives on Microsoft Access 2013 14

Working in Touch Mode XP If you are working on a touch device, such as a tablet, you can switch to Touch Mode in Access to make it easier for you to tap buttons on the ribbon and perform other touch actions To switch to Touch Mode: – On the Quick Access Toolbar, click the Customize Quick Access Toolbar button and make sure the Touch/Mouse Mode is selected (shaded red to indicate that it is selected) The display switches to Touch Mode with more space between the commands and buttons on the ribbon New Perspectives on Microsoft Access 2013 15

Creating a Table in Datasheet View, Part 1 XP On the ribbon, click the CREATE tab In the Tables group, click the Table button Rename the default ID primary key field and change its data type, if necessary; or accept the default ID field with the AutoNumber data type In the Add & Delete group on the FIELDS tab, click the button for the type of field you want to add to the table and then type the field name; Repeat this step to add all the necessary fields to the table In the first row below the field names, enter the value for each field in the first record, pressing the Tab or Enter key to move from one field to the next After entering the value for the last field in the first record, press the Tab or Enter key to move to the next row, and then enter the values for the next record. On the Quick Access Toolbar, click the Save button, enter a name for the table, and then click the OK button New Perspectives on Microsoft Access 2013 16

Creating a Table in Datasheet View, Part 2 XP Figure 1-6: Plan for the Visit table Field VisitID PatientID VisitDate Reason Walkln Purpose Unique number assigned to each visit; will serve as the table's primary key Unique number assigned to each patient; common field that will be a foreign key to connect to the Patient table Date on which the patient visited the clinic Reason/diagnosis for the patient visit Whether the patient visit was a walk-in or a scheduled appointment New Perspectives on Microsoft Access 2013 17

Creating a Table in Datasheet View, Part 3 XP Decision Making: Naming Fields in Access Tables – One of the most important tasks in creating a table is deciding what names to specify for the table’s fields. Keep the following guidelines in mind when you assign field names: A field name can consist of up to 64 characters, including letters, numbers, spaces, and special characters, except for the period (.), exclamation mark (!), grave accent ( ), and square brackets ([ ]) A field name cannot begin with a space Capitalize the first letter of each word in a field name that combines multiple words, for example VisitDate Use concise field names that are easy to remember and reference, and that won’t take up a lot of space in the table datasheet Use standard abbreviations, such as Num for Number, Amt for Amount, and Qty for Quantity, and use them consistently throughout the database. For example, if you use Num for Number in one field name, do not use the number sign (#) for Number in another Give fields descriptive names so that you can easily identify them when you view or edit records New Perspectives on Microsoft Access 2013 18

Creating a Table in Datasheet View, Part 4 XP Renaming the Default Primary Key Field To rename the ID field to the VisitID field: 1. 2. Right-click the ID column heading to open the shortcut menu, and then click Rename Field. The column heading ID is selected, so that whatever text you type next will replace it Type VisitID and then click the row below the heading. The column heading changes to VisitID, and the insertion point moves to the row below the heading Notice that the TABLE TOOLS tab is active on the ribbon. This is a contextual tab, which appears and provides options for working with objects selected New Perspectives on Microsoft Access 2013 19

Creating a Table in Datasheet View, Part 5 XP Changing the Data Type of the Default Primary Key Field Notice the Formatting group on the FIELDS tab (One of the options available in this group is the Data Type option) Each field in an Access table must be assigned a data type The data type determines what field values you can enter for the field The AutoNumber data type automatically inserts a unique key for every record, beginning with the number 1 for the first record, the number 2 for the second, etc. New Perspectives on Microsoft Access 2013 20

Creating a Table in Datasheet View, Part 6 XP Adding New Fields When you create a table in Datasheet view, you can use the options in the Add & Delete group on the FIELDS tab to add fields to your table You can also use the Click to Add column in the table datasheet to add new fields New Perspectives on Microsoft Access 2013 21

Creating a Table in Datasheet View, Part 7 XP Datasheet view shows a table’s contents in rows (records) and columns (fields) Each column is headed by a field name inside a field selector Each row has a record selector to its left Clicking a field selector or a record selector selects that entire column or row (respectively) A field selector is also called a column selector A record selector is also called a row selector New Perspectives on Microsoft Access 2013 22

Creating a Table in Datasheet View, Part 8 XP Entering Records Visit table records VisitID 1550 1527 1555 1542 1530 1564 1575 1538 PatientID 22549 22522 22520 22537 22510 22512 22513 22500 New Perspectives on Microsoft Office 2013 VisitDate 12/1/2015 11/9/2015 12/7/2015 11/24/2015 11/10/2015 1/5/2016 1/13/2016 11/17/2015 Reason Influenza Allergies - environmental Annual wellness visit Influenza Seborrheic dermatitis Annual wellness visit Broken leg Migraine Walkln Yes Yes No Yes No No Yes Yes 23

Creating a Table in Datasheet View, Part 9 New Perspectives on Microsoft Access 2013 XP 24

Creating a Table in Datasheet View, Part 10 XP Saving a Table Records you enter are immediately stored in the database as soon as you enter them However, the table’s design—the field names and characteristics of the fields themselves, plus any layout changes to the datasheet—are not saved until you save the table When you save a new table for the first time, you should give it a name that best identifies the information it contains Like a field name, a table name can contain up to 64 characters, including spaces New Perspectives on Microsoft Access 2013 25

Creating a Table in Datasheet View, Part 11 XP Entering Additional Records New Perspectives on Microsoft Access 2013 26

Creating a Table in Datasheet View, Part 12 XP Opening a Table The tables in a database are listed in the Navigation Pane. You open a table, or any Access object, by double-clicking the object name in the Navigation Pane New Perspectives on Microsoft Access 2013 27

Closing a Table and Exiting Access XP Close a table by clicking its Close button on the object tab, as you did earlier If you want to close the Access program as well, you can click the program’s Close button When you do, any open tables are closed, the active database is closed, and you exit the Access Program If you want to close a table without exiting Access, click the FILE tab to display Backstage view, and then click Close New Perspectives on Microsoft Access 2013 28

Creating a Database, Part 5 New Perspectives on Microsoft Access 2013 XP 29

Copying Records from Another Access XP Database, Part 1 There are many ways to enter records in a table, including copying and pasting records from a table into the same database or into a different database The two tables must have the same structure—that is, the tables must contain the same fields, with the same design, in the same order Cindi has already created a table named Appointment that contains additional records with visit data The Appointment table is contained in a database named Cindi located in the Access1 Tutorial folder included with your Data Files The Appointment table has the same table structure as the Visit table you created New Perspectives on Microsoft Access 2013 30

Copying Records from Another Access XP Database, Part 2 New Perspectives on Microsoft Access 2013 31

Copying Records from Another Access XP Database, Part 3 New Perspectives on Microsoft Access 2013 32

Navigating a Dataset XP Navigation buttons provide another way to move vertically through the records The Current Record box appears between the two sets of navigation buttons Displays the number of the current record as well as the total number of records in the table The New (blank) record button works in the same way as the New button on the HOME tab New Perspectives on Microsoft Access 2013 33

Creating a Simple Query New Perspectives on Microsoft Access 2013 XP 34

Creating a Simple Form, Part 1 XP Forms display one record at a time Provide another view of the data that is stored in the table Allowing you to focus on the values for one record Access displays the field values for the first record in the table Each field appears on a separate line As indicated in the status bar, the form is displayed in Layout view In Layout view, you can make design changes to the form while it is displaying data, so that you can see the effects of the changes you make immediately New Perspectives on Microsoft Access 2013 35

Creating a Simple Form, Part 2 XP Use a form to enter, edit, and view records in a database Although you can perform these same functions with tables and queries, forms can present data in many customized and useful ways New Perspectives on Microsoft Access 2013 36

Creating a Simple Report, Part 1 XP A report is a formatted printout (or screen display) of the contents of one or more tables or queries Reports show each field in a column, with the field values for each record in a row, similar to a table or query datasheet Reports offers a more visually appealing format for the data, with the column headings in a different color, borders around each field value, a graphic of a report at the top left, and the current day, date, and time at the top right New Perspectives on Microsoft Access 2013 37

Creating a Simple Report, Part 2 New Perspectives on Microsoft Access 2013 XP 38

Creating a Simple Report, Part 3 New Perspectives on Microsoft Access 2013 XP 39

Creating a Simple Report, Part 4 New Perspectives on Microsoft Access 2013 XP 40

Creating a Simple Report, Part 5 XP Printing a Report Print reports to distribute to others who need to view the report’s contents STEPS Open the report in any view, or select the report in the Navigation Pane Click the FILE tab to display Backstage view, click Print, and then click Quick Print to print the report with the default print settings – or Open the report in any view, or select the report in the Navigation Pane Click the FILE tab, click Print, and then click Print (or, if the report is displayed in Print Preview, click the Print button in the Print group on the PRINT PREVIEW tab). The Print dialog box opens, in which you can select the options you want for printing the report New Perspectives on Microsoft Access 2013 41

Viewing Objects in the Navigation Pane XP The Navigation Pane currently displays the default category, All Access Objects, which lists all the database objects in the pane Each object type (Tables, Queries, Forms, and Reports) appears in its own group New Perspectives on Microsoft Access 2013 42

Using Microsoft Access Help XP Start Help by clicking the Microsoft Access Help button in the top right of the Access window, or by pressing the F1 key New Perspectives on Microsoft Access 2013 43

Managing a Database, Part 1 XP Activities involved in database management include compacting and repairing a database and backing up and restoring a Database Compacting and Repairing a Database Rearranges the data and objects in a database to decrease its file size, thereby making more storage space available and enhancing the performance of the database New Perspectives on Microsoft Access 2013 44

Managing a Database, Part 2 XP Backing Up and Restoring a Database The process of making a copy of the database file to protect your database against loss or damage The Back Up Database command enables you to back up your database file from within the Access program, while you are working Steps: Click the FILE tab to display the Info screen in Backstage view Click Save As in the navigation bar Click Back Up Database in the Advanced section of the Save Database As pane Click the Save As button New Perspectives on Microsoft Access 2013 45

Excel or Access? XP Ask the following questions 1. Do you need to store data in separate tables that are related to each other? 2. Do you have a very large amount of data to store? 3. Will more than one person need to access the data at the same time? If you answer “yes” to any of these questions, an Access database is most likely the appropriate application to use New Perspectives on Microsoft Access 2013 46