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Integrated Business Projects

Integrated Business Projects. Part 3 Operations. Project 18 Managing Information Requests. Project 18 Objectives. Create macros to automate tasks Group records in a report Define fields with data types of memo and attachment Publish reports as Web pages. Continued.

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Integrated Business Projects

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  1. Integrated Business Projects Part 3 Operations Project 18 Managing Information Requests

  2. Project 18 Objectives • Create macros to automate tasks • Group records in a report • Define fields with data types of memo and attachment • Publish reports as Web pages Continued

  3. Objectives (continued) • Modify forms with subforms • Create multitable queries and reports • Merge a letter with multiple tables • Customize and protect a database • Create a safety presentation

  4. Project 18 Jobs • Job 18-1: Record Customer Vacation Requests • Job 18-2: Respond to Customer Requests • Job 18-3: Customize and Protect Database • Job 18-4: Create Safety Presentation

  5. Job 18-1: Record Customer Vacation Requests Jobs List • Creating a calculated control on a form • Inserting images and captions • Creating a macro • Creating a lookup field to look up values in another table • Creating a multi-field primary key • Editing relationships between tables

  6. Insert Image, Label, and Text Box Controls Jobs List Form Design Tools/Design/Controls/ Image/Label/Text Box 1. Form Design Tools/Design tab 3. Image button 3. Label button 3. Text box button 2. Controls group

  7. Create Macro Jobs List Access 2010 • Click the Create tab. • In the Macros & Code group, click Macro. Access 2007 • Click the Create tab. • In the Other group, select Macro and then click Macro.

  8. Run Macro Jobs List Database Tools/Macro/Run Macro 1. Database Tools tab 3. Run Macro button 2. Macro group

  9. Job 18-2: Respond to Customer Requests Jobs List • Creating an attachment field • Formatting and saving history in a memo field • Using the Find feature to search a memo field • Importing from Excel • Creating reports using the Report Wizard Continued

  10. Job 18-2: continued Jobs List • Modifying reports in Layout View and Design View • Creating a multitable query • Creating a grouped report based on a query • Exporting to HTML format • Attaching reports to customer records • Creating a parameter query

  11. Change Field Properties Jobs List Form Design Tools/Design/Tools/ Property Sheet 1. Form Design Tools/Design tab 3. Property Sheet button 2. Tools Group

  12. Create New Report Jobs List Create/Reports/Report Wizard 1. Create tab 2. Reports group 3. Report Wizard button

  13. Add Report Title Jobs List Access 2010 • Click the Report Layout Tools/ Design tab. • In the Header/ Footer group, click the Title button. Access 2007 • Click the Report Layout Tools/ Format tab. • In the Controls group, click the Title button.

  14. Adjust Line Spacing Jobs List Word 2010 • Click the Home tab. • In the Paragraph group, select Line and Paragraph Spacing and then select Line Spacing Options. Word 2007 • Click the Home tab. • In the Paragraph group, select Line Spacing and then select Line Spacing Options.

  15. Word – Mail Merge Jobs List Mailings/Start Mail Merge/Start Mail Merge/Letters 1. Mailings tab 4. Letters 2. Start Mail Merge group 3. Start Mail Merge button

  16. Mail Merge – Select Recipients Jobs List Mailings/Start Mail Merge/Select Recipients 1. Mailings tab 2. Start Mail Merge group 3. Select Recipients button

  17. Mail Merge – Merge Fields Jobs List Mailings/Write & Insert Fields 1. Mailings tab 2. Write & Insert Fields group

  18. Export to HTML Jobs List External Data/Export/More/HTML Document 1. External Data tab 3. More button 2. Export group

  19. Job 18-3: Customize and Protect Database Jobs List • Customizing the Navigation Pane • Compacting, repairing, and backing up a database • Encrypting the database with a password

  20. Customize Navigation Pane Jobs List • Right-click the All Access Objects menu at the top of the Navigation Pane. • Select Navigation Options.

  21. Encrypt Database with Password Jobs List Access 2010 • Click the File tab and click Info. • Select Encrypt with Password. Access 2007 • Click the Database Tools tab. • In the Database Tools group, select Encrypt with Password.

  22. Job 18-4: Create Safety Presentation Jobs List • Creating presentations using design templates • Applying an animation scheme • Applying transition effects • Changing the layout of individual slides • Print handouts • Publishing a presentation online

  23. Writing Slide Content Jobs List • Bulleted lists on slides should be brief and concise. • They are ideal for introducing a thought. • More detailed information can be entered as notes for each slide.

  24. PowerPoint – Header & Footer Jobs List Insert/Text/Header & Footer 1. Insert tab 2. Text group 3. Header & Footer button

  25. Save Presentation for Online Viewing Jobs List END SHOW PowerPoint 2010 • Click the File tab, click Share, and then click Broadcast Slide Show. • Click Start Broadcast. • Enter the information requested. • Click Start Slide Show. PowerPoint 2007 • Click the Office Button and click Save As. • From the Save as box, Select Web Page. • Enter a page title if desired, and click Publish.

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