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An Introduction to Forms ( continued ). The Major Steps of a MicroSoft Access Database. Tables Queries Forms Macros Reports Modules. On our road map, we are here!. SESSION 4.2.

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slide2

TheMajorSteps of a MicroSoft Access Database

  • Tables
  • Queries
  • Forms
  • Macros
  • Reports
  • Modules

On our road map, we are here!

slide3

SESSION 4.2

This section covers creating a form with a main form and sub-form, creating a report using the Report Wizard, inserting a picture in a report or form and print / print-preview a report.

Creating Forms & Sub Forms

slide4

To create a form based on two tables, you must first define a relationship between two tables. In Tutorial 3, we defined a one-to-many relationship between the Customer (primary) and Order (related)

tables, so we are

now ready to create

the form based on

both tables.

slide5

Let’s say that you were looking at a form with all your customer information so that you could use some of this information in order to find the invoices that have been produced for this customer.

It would be much more convenient to have a form that showed all the customer data on the top half and all the order information for that customer in datasheet format on the bottom.

slide6

The same principal applies to reports. You could create a report with a subreport showing the customer name and address on the top part and all the unpaid invoices for that customer on the bottom part.

You could call this report a “Monthly Statement”.

slide7

A form with a SubForm and a Report with a SubReport are joined together much in the same manner as two tables were joined together in a relationship, by a common field.

If you decide to create a Form/SubForm manually, you will need to create each form as an individual form first, and then from the design view of the Main Form you would insert the subform using a special tool.

slide8

Once the subform has been inserted into the Main Form you would then link the two forms together by opening the Main Form’s properties box and indicating in the properties box the common field that links the two together.

slide13

‘97

This is also included in Access 97.

slide16

The top set of navigation buttons is used to navigate through the orders for this customer.

slide18

Each time you change customers, the orders in the subform will change to the orders for the new customer that you are viewing.

slide19

Once you have created both the Master Form and the Sub Form as individual separate forms you would continue the process in the design view of the Master Form by clicking on the Tool Box button on your tool bar.

slide20

This will open your tool box. We will be exploring the different tools of the tool box during the next session. For now we are interested in only the subform/subreport tool.

slide21

To activate this tool, you click only once on it. The button will become inserted and you will notice that your cursor will change.

slide22

To activate this tool, you click only once on it. The button will become inserted and you will notice that your cursor will change.

slide23

Without clicking, position the cursor in the upper left corner of where you want your subform to be and then click and hold the left mouse button.

slide24

While the mouse button is held down, draw a box that will be your subform, as shown below and then release the button. If you don’t get it just right, you can resize it or move it later.

slide25

A white box will appear with the word unbound in the upper left corner. This means that the subform object on the master form has not been linked to another form yet.

slide26

To begin the process of binding this form to it’s source object, right click anywhere in the white area, then click on the properties option of the resulting menu that appears with the left mouse button .

slide27

In the Source Object property shown in the properties window select the form that you created for your subform.

slide28

The final step is to indicate the common field that is found on both forms, such as the customernum field, if Access has not already found it for you.

slide30

In today’s class, we will

be using a shortcut

method to create the

Form / SubForm combination.

slide31

When you create a form containing data from two tables that have a one-to-many relationship, you actually create a main form for data from the primary table and a subform for data from the related table.

Main Form

SubForm

slide32

Access uses the defined relationship between the tables to automatically join the tables through the common field that exists in both tables.

Common Field

slide33

We will

also look at

Creating a

Report using

the

Report Wizard.

slide34

Tutorial 1 tells us that a report is a formatted hardcopy of the contents of one or more tables in a database. In Access, you can create your own reports or use the Report Wizard to create them for you. Like the Form Wizard, the Report Wizard asks you a series of questions and then creates a report based on your answers.

slide35

Whether you use the Report Wizard or design your own report, you can change the report’s design after you have created it. We will be looking at methods to do this with Forms and Reports during the next session.

slide36

Regardless of the method that you will be using to create your report, it is a good idea to sketch the report out on paper first.

slide37

The figure on the right shows a sketch of the report that Kim wants to create for Valle Coffee.

slide38

This sketch will give you not only an idea of the fields and tables needed in the report, but will also indicated if subreports are necessary.

slide39

In Access, you can insert a picture or other graphic image on a report or form to enhance the appearance of the report or form.

slide40

Sources of graphic images include (but are not limited to) Microsoft Paint, other drawing programs, and scanners.

slide41

The file containing the picture you need to insert is named ValleCup, and is located in the Tutorial folder on the student disk that you will use today.

slide43

Access 2000 includes a new feature that lets you convert a database to the previous version, Access97. When you convert an Access 2000 database to Access 97 format, any functionality that is specific to Access 2000 is lost. However, the database’s structure and data will be useable in the converted database.

slide44

Page AC 4.32 in your book discusses the method to use to convert an Access 2000 database back to an Access 97 database.

slide45

Finally, when you delete records in Access table, the space occupied by the deleted records on disk does not become available for other records. The same is true when you delete an object, such as a table, query, or form. To make space available, and to clean house, you must “Compact” a database.

slide46

Compacting a database rearranges the data and objects in a database and creates creates a smaller copy of the database. Unlike making a copy of the database file, which you do to protect your database against loss or damage, you compact the database to make it smaller, thereby making more space available on your disk.

slide47

In the Compacting process, Access actually makes a copy of your database and compacts the copy, leaving the original in tack, just in case.

Before you can compact a database, you must first close it, but do not exit Access.

slide48

Quick Check Review

Page AC 4.32

quick check review
Quick Check Review

Let’s take a few

moments to break up

into discussion groups.

Each group will discuss

the quick check questions on page

AC 4.32 in your books. We will then review the answers at the end of the discussion.

quick check review session 4 2
Quick Check Review Session 4.2

1) How are a related table and a

primary table associated with a form that contains a main form and a sub form?

quick check review session 4 21
Quick Check Review Session 4.2

2) Describe how you use the navigation buttons to move through a form containing a main form and a sub form.

quick check review session 4 22
Quick Check Review Session 4.2

3) When you use the report wizard, the report name is also used as the

_______________.

quick check review session 4 23
Quick Check Review Session 4.2

4) Each item on a report in the design view is called a(n)__________

quick check review session 4 24
Quick Check Review Session 4.2

5) To insert a picture in a report, the report must be displayed in the

__________ view.

quick check review session 4 25
Quick Check Review Session 4.2

6) Any text or graphic placed in the

____________ section of a report will appear only on the first page of the report.

quick check review session 4 26
Quick Check Review Session 4.2

7) Describe one advantage and one disadvantage of converting an Access 2000 database to an Access 97 format.

slide57

Your task is to work the exercises in Tutorial #4 from Page AC 4.15 through Page AC 4.32

Use Level 1 Disk 1 for this exercise.

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