1 Access2010 GettingStarted
1 Access2010 GettingStarted
1 - Getting Started
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1 - Getting Started
Getting Started
Microsoft Access is a computer application used to create and work with databases. In computer jargon that means its a Relational Database Management System or RDBMS. So what is a database? A database is basically a collection of data or pieces of information. Whether you know it or not, you probably use databases all of the time. Some examples of commonly used databases might be: Address book Library catalogue Telephone directory Stock list
A database isnt necessarily contained on a computer. A telephone directory is still a database even if its in the form of a huge book sitting next to your phone. However, for the purpose of these exercises, we will assume that the term database refers to an organised collection of information stored on a computer. Telephone books have largely been replaced these days with computer based searches anyway (such as on the white pages website). And those searches use you guessed it a computerised database. Databases are intended for storing and maintaining large amounts of information. The following are examples of the sort of information that can be kept in a database: Inventory control Payroll systems Personnel records Music collection catalogue Phone and address lists
In the exercises that will follow you will create a simple database while you learn the basic features of Access. Later on, you will create a more complex database as you learn more advanced features in addition to some of the principles of database theory. In these exercises it is assumed that you are familiar with Windows use and have experience in using other applications such as Word or Excel. Access can be a little tougher for beginners so if youre new to computers, you might want to start with one of those.
Note Much of what is taught in these exercises will work fine in most versions of Access up to Access 2010. However, some features may be missing or slightly different in older versions. Also, databases created in newer versions of Access wont work in some older versions. Examples shown in these th exercises are from the 2010 version (also known as Access 14 which is the 9 version of Access).
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1 - Getting Started
On the left you can see the File Pane with a list which includes options to Open a recent database or create a new one. When you first open Access the new database option will usually be selected. The main screen area will show options depending on what is selected in the File Pane. At the moment, the New File options will be displayed allowing you to create a new blank database, or create one using one of the built-in templates.
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Exercise 2.
1. Make sure Blank database is selected in the options available. Options for saving your file are in the bottom right section of the screen. 2. Click the Browse icon and then select a folder to save your database in. 3. Type Student List for the filename. Access will add a .accdb file extension on end of the filename when you create it so you dont need to type that yourself. 4. When you have selected the location and specified the filename, click the Create button that is below the file location options.
Note
the
Unlike the files you might create in another application such as Word, Access databases can be opened by more than one person at the same time. It is common for Access databases to be saved on a network where many people can access the information (hence the name). While you are setting up the database though, it is usually best to keep it in a location that is not open for others to modify.
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1 - Getting Started
Databases are made up of various objects such as tables, queries and forms. When you have created some of these in your database, they will be listed on the left so that you can quickly get to them. Some older database management systems required you to create a separate file for each object in the database. In Access, all of these database objects are contained in the same database file. The first database object we will look at is tables.
Tables
Tables are the most important component of an Access database because tables are where all of your information is stored. Tables in an access database are similar in many ways to Excel tables. Most Access databases will consist of more than one related table, but the first database we will create will be a simple, single-table database. Each table is made up of columns referred to as Fields and rows referred to as Records. Example: A telephone book is made up of several related tables. There is the main table which contains all of the phone listings. There are also related tables containing information such as area codes and post codes. The following is an example of how a telephone listing may appear in a phone book.
Field
Name
Smith
Record
Initials AJ AL AR BD
Each category of data (Name, Initials, Address etc) is a field. Each individual item of information (such as the information for A L Smith) is a record.
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Exercise 3.
Creating a Table
When you have created a new database, a new blank table is already created. You could create this table as you go by simply entering data. It is generally recommended that you plan a database before working on it though. Making it up as you go along doesnt always work quite as w ell as it does in other applications so we will close the existing table without saving any changes, and then create a new one using the design view. 1. Click the Close button to close the table. Unless youve made changes you wont be prompted to save anything.
Now we will use the Ribbon to create a new table. Users of earlier versions of Microsoft Office applications may be familiar with Menus and Toolbars. Office 2007 and now 2010 merged them in to the Ribbon. This can be confusing at first but works well when youre familiar with it. 2. Click the Create tab on the Ribbon.
In the create tab we can see some options for creating new content in your database including Tables. You can create a new table in the Datasheet View which is the view you use for entering data in to the table. We will use the Table Design view which is well suited for setting up the structure of a table. 3. Click the Table Design button beneath the Create tab.
A new table will now be created and displayed in Table Design view.
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The top section of the window is where you enter the names of the fields in your table along with the data type for each field. When you have a field name selected in the top section, the bottom section will display properties which allow you to customise the selected field.
This is the default field type since it is the most commonly used. Text fields can store any kind of text/numeric characters with a maximum of 255 characters. This field is best suited for text or numbers that dont require calculations (such as phone numbers). Stores large amounts of text or numbers up to 63,999 characters. Uses more memory on your computer than a text field. Stores only numbers. Useful for fields that may require calculations. For numbers that dont require calculations (such as phone numbers) you are better off sticking with Text fields which use less space. For fields that will be used to store dates or times. Used for storing monetary amounts. Automatically generates a unique number for each new record. Useful for primary key fields. Fields that contain only one of two values (such as yes/no, true/false, on/off). This is used for fields that need to link to an external object, such as a picture or document. Used or fields that will store links, such as web URLs, email addresses and network locations. You can attach images, spreadsheet files, documents, charts, and other types of supported files to the records in your database, much like you attach files to e-mail messages. This allows you to create a drop down list so that a user of the database can choose from a list of options rather than typing data.
Memo Number
Lookup Wizard
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Exercise 4.
Creating Fields
1. Make sure the first row in the Field Name column is selected. 2. Type Last Name and press [Tab] or [Enter]. This will move you to the Data Type column. Notice that the bottom part of the window now changes to show properties for the selected field. We will look at Field properties later on. 3. Leave the Data Type as Text and press [Tab] or [Enter] to move to the Description column. 4. In the Description column type Last name of the student and press [Tab] or [Enter] to move on to the next line. 5. For the next field enter First Name as Field Name, Text as Data Type and First name of the student as the Description. 6. For the next field enter Date of Birth as Field Name. 7. In the Data Type column we want to change it to Date/Time. An easy way of selecting Data Types is to press the first letter of the one you want. Press the letter D and Date/Time will become selected. Enter Birth date of the student for the Description and move to the next line. 8. Complete the remainder of the fields so that they are the same as the ones shown below.
Note
it is not essential to provide a description for each field but it is a good idea. These descriptions can be used for certain features in other parts of your database.
Tip
Notice that instead of just having one field for the student name we have separate fields for last name and first name. This enables us to search and sort the table by last and first names separately. We have separated the address in to separate fields for the same reason so that information in the table can be searched/sorted by suburb, postcode etc.
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Exercise 5.
At the moment the table has no primary key specified. None of the fields would contain information that would be unique to each student. For instance, the same last name could be shared by more than one student so last name could not be used to identify a specific student record. The same is true for each other field. In cases like this where there is no field unique to each record, a new field can be created and used as a primary key. 1. Click on the first field (Last Name). 2. Use one of the following methods to insert a new Field before Last Name. Right-click on the Last Name field and select Make sure the Table Tools Design tab is selected on the Ribbon and click the icon Select the field by clicking the small blank button to the left of the field name and then press the [Ins] key on your keyboard.
3. Enter Student No as the new Field Name. 4. Choose AutoNumber as the Data Type. 5. For the new field Description enter - Unique identification number. An AutoNumber field is the only type where you dont need to enter anything in to a record. For each new record entered, Access will automatically place a new number in the AutoNumber field. It is useful as a primary key field as it ensures that each record will have a number that is different from every other record. 6. Make sure the Student No field is still selected. 7. Click the Primary Key icon on the Ribbon. You can also right-click on the Student No field and select Primary Key. If you accidentally set the wrong field as a primary key, then simply select the intended field and choose the primary key option once again to set it as the new primary key.
Exercise 6.
Saving a Table
It is usually best to specify a primary key for a table before saving it as we have done. Otherwise, Access will want to create an extra field as a primary key. When a table is saved, it doesnt become a new file. It becomes an object within the database file you have already created. In all other ways though, it is similar to saving a file. 1. Click the Save icon in the top left corner of the Access window (it looks like a small disk as in most other applications). You can also use the [Ctrl] [S] shortcut that is common to many applications. 2. For the table name type STUDENTS. 3. Click OK to finish saving the table.
Tip You should give the table a name describing the data it will contain. Also, some developers like to use names that will distinguish tables from queries, such as using uppercase letters or name prefixes.
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Exercise 7.
Entering a Record
While a table is open, you can quickly switch between the Design View (used for modifying the design of the table) and the Datasheet View (used for working with the actual data in the table). 1. Click the View icon on the Ribbon. This icon allows you to switch between Design and Datasheet Views. When you are in Datasheet view (as you should be now) the icon will change to a Design icon.
Notice that the first column is for the Student Number field and it is filled with the text (New). We dont need to enter anything in this field since a student number will be generated automatically (remember thats what an AutoNumber fields for) so press [Tab] to move to the Last Name field. 2. Type Robbins as the Last Name. Notice that as soon as you enter information, a number will appear in the Student Number column. Every record will be given a unique number. If you delete a record, that number wont be used again. 3. Press [Enter] or [Tab] to move on to the next field. 4. Complete the rest of the fields as shown below.
Student No Last First Name Name Date of Birth Address Suburb Postcode State WA Phone Gender Mark 78 Comment
1 Robbins Mark
(08)93751234 Male
5. When you reach the last field (Comments) press [Enter] again to move to the next line. As soon as you move off that row, the record will be saved. Changes to table data are saved automatically in Access. The only time you need to save any changes yourself is when youve modified the structure of a database by adding or modifying the design of objects (such as tables). Changes to data are saved for you. 6. Click the View icon to return to the Table Design view.
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Exercise 8.
You can close a table the same way you would close an open document in another program. These methods include: Clicking the Close button in the corner of the window as shown. Pressing [Ctrl] [F4] or [Ctrl] [W].
1. Use one of the above methods to close the table. If there have been any changes to the design of the table since you last saved you will be prompted to save the changes. 2. To close the database without exiting Microsoft Access, select the File Tab from the Ribbon and then choose . You will be returned to the Backstage View.
Exercise 9.
Opening a Database
Opening a database in Access is similar to opening a file in another program. When you have no database open, the Backstage View will be displayed. Any recently used database will be listed on the left side.
1. Use one of the above methods to open the Student List database.
Table Properties
A database will often be used by a lot of different people the person designing it will not always be one of those users. For that reason, it is important to ensure that the database is designed to be easy to use. A tables fields each have several properties that can be changed to make the table easier to use. The properties available for each field vary depending on data type. The following table provides summary of the purpose of each field property. and
will a
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Exercise 10.
With your database open, the objects within the database will be listed to the left. Currently the only item in the list will be your STUDENTS table. To open an existing database you can double click its name in the list, and then click the View icon to change to Design View. You can also go straight to Design View by right-clicking the name of the table and then selecting Design View. 1. Use one of the above methods to open the STUDENTS table in Design View. We will limit how many characters can be typed in some of the fields by changing the Field Size property. 2. Click on the Postcode field. At the bottom of the window you will see a list of properties for the 3. 4. 5. 6. 7. selected field. Since we will only use this field for Australian postcodes, we will limit the field size to 4 characters. Click in the Field Size property and change the number from 255 to 4. In the top part of the window, click in the State field. This field will only be used to store 2 and 3 letter abbreviations for state names such as WA and NSW. Change the Field Size property to 3. In the top part of the window, click in the Mark field. For number fields, you have a range of Field Size options to choose from (such as byte, single and integer). To find out more about any property you want to modify, you can use the [F1] key to go straight to help about the selected property. Press [F1] now to find out more about the options for the Field Size property.
8. Click the FieldSize Property link to go to that help topic and have a quick read through its contents.
Tip Help in access isnt just for beginners. The help within Access is often an ideal reference when you want to know what different options you have for a certain property, often with examples.
9. Close the help window. 10. For our marks field we want an option that allows for decimal places but doesnt have a large number range. Single would be a suitable option so choose that for Field Size. 11. Click or press [Ctrl] [S] to save the changes to the design of the table.
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Exercise 11.
The format property is used to control how information from a field will display. This allows you to ensure that all of the information in a table will have a neat and consistent look. 1. Select the Date of Birth field from the top section of the window. 2. Click in the Format property at the bottom. An arrow to the right of the property indicates that there are some built-in formats that can be chosen from a list. 3. Click the arrow to display the list and choose the Short Date option. This will mean that any dates in this field will be displayed as dd/mm/yyyy so that the 1st of January 2008 would display as 01/01/2008, even if the dates are typed in a different format. You can also create your own custom formats for any field. Remember that you can use the [F1] key for help on creating custom formats. 4. In the Format property for the date, delete Short Date and change it to dd-mm-yy. This will mean that the date from the example in step 3 would appear as 01-01-04.
Exercise 12.
This property is used to specify that a certain field will be filled in automatically. This is useful if most of the values in that field will be the same, since the user will only have to type information that is different from the specified default value. 1. Select the Default Value property for the State field. We will assume that most of the addresses will be in WA so we will make that the default value. 2. Enter WA for the default value. When you click on a different property you will notice that Access has placed quotation marks around WA. This is a normal way for Access to indicate it is a text value rather than a numerical value. 3. Save changes to the table design ( [Ctrl] [S] ).
Tip If you have a field where you want the default value to be the current date, you can use the =Date() function. Whenever you enter a record, Access will enter the current date in that field. We wont be doing that with our date field though since we wont be assuming that all our students were born today.
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Exercise 13.
Input masks are a way of ensuring that information is entered in to a database in a consistent way. They are often used with things like Dates and Phone numbers to assist with data entry. This can prevent problems with data being entered different ways by different users of the database. For example, different people using the database might enter the same phone number in different ways such as:
+61 08 0000 0000 0000 0000 (08) 0000 0000
In this instance, an input mask could be used as an entry guide to ensure that everyone enters phone numbers the same way. 1. Select the Phone field from the top section of the window and then click in the Input Mask property at the bottom. 2. A button will appear to the right of the property . Click on this button to begin the Input Mask Wizard (you may be prompted to save changes to the table first).
3. In the first step of the wizard, make sure the first phone number option is selected. 4. Press [Tab] to move to the Try It: box. 5. Type in your own phone number to see a sample of how the input mask will work. Notice that the brackets and spaces are put in for you so you only need to enter the numbers. 6. Click Next to move to the next step of the wizard. 7. The top part of this step will show the code for the input mask as !\(999) 9900\ 0000. We only want a 2 digit area code so change it to !\(99) 9900\ 0000. Leave the placeholder character as it is and click Next. 8. For the final step, choose the first option, With the symbols in the mask, and click Finish. 9. The Input Mask property will now contain !\(99) 9900\ 0000;0;_ (remember you can press [F1] for an explanation of what the input mask code means). 10. Enter Input Masks for the following fields as shown below. Date of Birth Postcode State 99/90/00;;_ 0000;;_ >aaa
11. Save the changes to the table design. Steve ONeil 2011 Page 14 of 20 http://www.oneil.com.au/pc/
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Exercise 14.
A Validation Rule is a property which places a restriction on what can be entered in to a particular field. This can be used to make sure that only certain types of information are entered in to a field and prevent incorrect data entry. If the user of a database tries to enter information which is not allowed by the validation rule, an error message will appear. The Validation Text property allows you to specify what the error message will say. First we will create a validation rule which limits the State field to Australian states. 1. Select the State field in the top section of the window and then select the Validation Rule property in the bottom section. 2. For the Validation Rule enter ACT or NSW or NT or QLD or SA or TAS or VIC or WA. When you press the [Enter] key after typing the rule, Access will place s around each entry. This rule will mean that the user of the database can only enter information that matches one of the entries in the rule. Now we will enter Validation Text in the next property. 3. For the Validation Text property enter, Must be an Australian state. This means that if someone enters something that is not allowed by the rule, this text will appear as an error message. 4. Enter the following Validation Rule and Validation Text for the Date of Birth field. Validation Rule Validation Text <Date() Must be earlier than todays date
This rule will only accept dates that are earlier than Date() (which means the current date in Access). Obviously we wont have any students that havent been born yet, so any future dates entered would be an error. Validation rules and text can let a user know when they have made an error such as that. 5. Save the changes to the table design. You may see a message like the following:
This simply means that access wants to check and make sure that none of the data that s already in the table breaks the new rules you have just added.
Note If you create a validation rule, make sure you also provide a clear validation text message. If a user gets an error message, theyll want to know why theres an error.
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Exercise 15.
Some of the other field properties may also be useful in table design. 1. Select the Last Name field. We want to set the field properties so that the user has to make an entry in this field. Leaving it blank will not be permitted. 2. Change the Required property to Yes (wherever you have a drop-down list for a property you can double click on the to quickly change it to the next available option which would be Yes in this case). When the Required property is set to Yes, the user must enter something in this field or they will get an error. 3. Change the Allow Zero Length property to No. When the Allow Zero Length property is set to No, entering a blank space and nothing else in the field will not be accepted as a valid entry. 4. Change the Indexed property to Yes (Duplicates OK). When a field is indexed, it means that Access will keep track of what has been entered in to that field. That means that Access will be able to find information in that field a lot quicker which speeds up operations such as sorting, searching and querying. It is similar to the way an index in a book allows you to find information quicker without you have to search one page at a time. It is a good idea to index any field that is likely to be used a lot in searches and sorting. The Duplicates OK part simply means that it will be OK to have more than one record with the same last name in the field. 5. Change the Indexed property to Yes (Duplicates OK) for the following fields.
Note
6. Save the changes to the table design. 7. Close the table to return to the Database window.
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Exercise 16.
Now that we have modified field properties for the table, will enter another record to see the effects of the changes.
1. Double click the STUDENTS table to open it in Datasheet view. 2. The student record you entered before will be displayed. Click in the Last Name field underneath Robbins. 3. Type Stevens for the Last Name and press [Enter]. 4. Type Sarah for the First Name and press [Enter]. As soon as you begin entering a date in the Date of Birth field, the Input Mask will appear. 5. We will test the Validation Rule by deliberately entering a date thats not accepted. Enter a future date such as 020815 (remember you wont need to enter the / since the input mask puts them in there for you). As soon as you press [Enter], the Validation Rule will recognise that the entry is invalid and the Validation Text will appear.
6. Click OK to clear the message. You wont be able to proceed until you enter a valid date or press [Esc] to cancel the entry. Press backspace to delete the incorrect date and enter 100495 (10/04/95) for the date. Press [Enter] to proceed to the next field. 7. Enter 240 Browne Ave for the Address Field and Yokine for the Suburb field. 8. Enter 6060 for the Postcode field (notice the input mask in this field). 9. Notice that the Default Value for the State field (WA) has already been entered. To test the Validation Rule, enter NY as the State. The Validation Text will tell you that only Australian states can be entered. 10. Type WA for the State and press [Enter] (The Input Mask used for this field automatically converts entered text to uppercase). 11. For the final four fields, enter the information shown below.
Phone (08)92498127 Gender Female Mark 62 Comment New Student
12. Close the table when complete. The new data will be saved automatically in the Database.
Note When you are editing a record in a Table or a Form, the description for the selected field will be visible in the status bar along the bottom as shown in the example below.
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Exercise 17.
Many people find it easier to enter data with the help of a form. Especially since we tend to fill out a lot of forms in real life more often than adding details to the bottom of a list. 1. From the Database Window, make sure the STUDENTS table is selected. 2. Select the Create tab on the Ribbon. 3. Click the Form icon on the Ribbon. A form will automatically be created based on the selected STUDENTS table.
When the form is first created you will be in Layout View. 4. Look in the bottom right corner of the form and click the first icon to switch to Form View.
You can move from one record or Field to another using your mouse or the keyboard. To use your keyboard: Press [Tab] to move to the next field and [Shift][Tab] to move to the previous field. Press [Page Down] to move to the next record and [Page Up] to move to the previous record. Press [Ctrl][End] to move to the last record and [Ctrl][Home] to move to the first record. If you are already on the last record, moving to the next one will give you a blank record.
To use your mouse, click the icons at the bottom of the form. Previous record and Next record First record and Last record New record Enter a number to be taken to that record 5. Use any of the above methods to move to a new, blank record.
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Using Microsoft Access 6. Enter the following student details as a new record.
1 - Getting Started
You will notice that the tables properties such as Formats and Input Masks also work in the Form which is based on the table. Later on we will learn more about customising forms to make them easier to use and then saving them for regular use. 7. Use the form to add the following 3 records (note that your student numbers might not be the same. Thats not important, as long as the AutoNumber is making sure that no 2 students have the same number).
Student Number Last Name First Name Date of Birth Address Suburb Postcode State Phone Gender Mark Comment
Auto
McKay
Tim
02-08-95
Dianella
6059
WA
Auto
Petersen
Robert
28-03-95
Yokine
6060
WA
Auto
Sanders
Jemma
30-05-95
Bedford
6062
WA
Male
34
Male
83
Female
91
8. After you have entered the last record, close the form. You will be prompted to save. Since this was only a temporary table to use for data entry, click No.
9. Open the table and you will see the new records listed.
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Using Microsoft Access 10. Use any of the methods learned to add these additional records.
Hutch Springer Davies Carey Chang Ian Louise Laura Ivan Paul 28-09-95 18-10-95 09-07-94 27-12-95 14-03-95 18 Croft Ave 56 Surry St 14 Halvorsen Rd 287 Light St 89 Wellington Rd 14 Chelsea Crt Dianella Dianella Morley Dianella Morley 6059 6059 6062 6059 6062 WA WA WA WA WA
1 - Getting Started
(08) 9275 7219 (08) 9375 9182 (08) 9276 8291 (08) 9375 2839 (08) 9276 2983 (08) 9375 8127
67 72 54 67 76
Sheppard
Larissa
12-08-95
Dianella
6059
WA
Female
83
11. Close the table (There wont be any need to save anything unless you changed the design of the table by doing something like adjusting column widths).
Tip A quick way of entering information in a field that is the same as information from the previous record is to use the [Ctrl] [] (Control apostrophe) shortcut. For example, in the above exercise, if you wanted to add a thirteenth record that had Dianella for the suburb, you could use the shortcut since the precious record also had Dianella for the suburb. When you were in the Suburb field, you could press [Ctrl] [] to enter the information from the previous record in the same field.
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