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Office Basics

 

 

 

The slide master is an element of the design template that stores information about the template, including font styles, placeholder sizes and positions, background design, and color schemes.

The style elements contained in the slide master

Callout 1Font styles for title, body, and footer text

Callout 2Placeholder positions for text and objects

Callout 3Bullet styles

Callout 4Background design and color scheme

The slide master's purpose is to let you make a global change— such as replacing the font style— and have that change reflected on all the slides in your presentation.

You would typically go to the slide master to do the following:

  • Change the font or bullets
  • Insert art— such as a logo— that you want to appear on multiple slides
  • Change placeholder positions, size, and formatting

To see the slide master, you display master view. You can make changes to the slide master just as you would change any slide, except remember that the text on the master is only for styling; actual slide text, such as titles and lists, should be typed on the slide in normal view or, for headers and footers, in the Header and Footer dialog box.

When you change the slide master, changes you have made to individual slides are preserved.

A slide master is added to your presentation when you apply a design template. Usually, the template also contains a title master, on which you can make changes that apply to slides with a Title Slide layout.

 

 

 

 

 

 

 

 

You can print your entire presentation— the slides, outline, notes pages, and audience handouts— in color, grayscale, or pure black and white. You can also print specific slides, handouts, notes pages, or outline pages.

 

 

 

 

 

Microsoft Excel

 

 

Change the color

 

1.      Click the ink (ink: The writing or drawing strokes made with a tablet pen or mouse.).

2.      On the Drawing toolbar (toolbar: A bar with buttons and options that you use to carry out commands. To display a toolbar, click Customize on the Tools menu, and then click the Toolbars tab.), click the arrow next to Line Color Button image, and then click the color you want to use.

 

 

 

Change Font

 

 

 

 

 

Change Size

 

 

 

 

 

Formatting Rows and Columns

 

 

 

 

 

 

 

Wrap text

  1. Select the cells you want to format.
  2. On the Format menu, click Cells, and then click the Alignment tab.
  3. Under Text control, select the Wrap text check box.

 

 

 

 

Align Text

 

  1. Select the cells you want to reposition. To center or align data that spans several columns or rows, such as column and row labels, first merge a selected range (range: Two or more cells on a sheet. The cells in a range can be adjacent or nonadjacent.) of cells and then select the merged cell (merged cell: A single cell that is created by combining two or more selected cells. The cell reference for a merged cell is the upper-left cell in the original selected range.) for repositioning.
  2. Do one of the following:

ShowCenter, left-align, or right-align data

On the Formatting toolbar (toolbar: A bar with buttons and options that you use to carry out commands. To display a toolbar, click Customize on the Tools menu, and then click the Toolbars tab.), click the appropriate button.

    • Click Align Left Button image, to align text to the left.
    • Click Center Button image, to center text.
    • Click Align Right Button image, to align text to the right.

ShowTip

To restore the default alignment, select the cells, click Cells on the Format menu, and then click the Alignment tab. In the Horizontal box, click General.

ShowIncrease or decrease indented text from the left edge of a cell

On the Formatting toolbar (toolbar: A bar with buttons and options that you use to carry out commands. To display a toolbar, click Customize on the Tools menu, and then click the Toolbars tab.), click Increase Indent Button imageor Decrease Indent Button image.

ShowIndent text in a cell

4.                  On the Format menu, click Cells, and then click the Alignment tab.

5.                  Do one of the following:

      • To indent text from the left, right, or both sides of the cell, in the Horizontal box, click Left (Indent), Right (Indent), or Distributed (Indent). Then, in the Indent box, click the amount of indent you want.
      • To indent text from the top, bottom, or both top and bottom of the cell, in the Vertical box, click Top (Indent), Bottom (Indent), or Distributed. Then, in the Indent box, click the amount of indent you want.
      • To horizontally justify text that is distributed in a cell (indented from both sides), in the Horizontal box, click Justify.
      • To horizontally justify text that is not distributed in a cell, in the Horizontal box, click Distributed (Indent), and then click Justify distributed.
      • To vertically justify text in a cell, in the Vertical box, click Justify.

ShowAlign data at the top, center, or bottom of a cell

6.                  On the Format menu, click Cells, and then click the Alignment tab.

    1. In the Vertical box, click the option you want.

ShowRotate text in a cell

8.                  On the Format menu, click Cells, and then click the Alignment tab.

    1. In the Orientation box, click a degree point, or drag the indicator to the angle you want.

To display text vertically from top to bottom, click the vertical Text box under Orientation.

 

 

 

 

Merge or split cells or data

ShowSpread the content of one cell over many cells

Text spread and centered over multiple cells

Text spread and centered over multiple cells

Warning  Microsoft Excel places only the upper-leftmost data in the selected range (range: Two or more cells on a sheet. The cells in a range can be adjacent or nonadjacent.) into the resulting merged cell (merged cell: A single cell that is created by combining two or more selected cells. The cell reference for a merged cell is the upper-left cell in the original selected range.). If there is data in other cells, the data is deleted.

  1. Copy the data you want into the upper-leftmost cell within the range.
  2. Select the cells you want to merge.
  3. To merge cells in a row or column and center the cell contents, click Merge and Center Button imageon the Formatting toolbar (toolbar: A bar with buttons and options that you use to carry out commands. To display a toolbar, click Customize on the Tools menu, and then click the Toolbars tab.).

ShowTip

You can change the text alignment in the merged cell by clicking Align Left Button image, Center Button image, or Align Right Button imageon the Formatting toolbar. To make other changes to the text alignment, including the vertical alignment, use the options on the Alignment tab (Cells command, Format menu).

 

Viewing the worksheet

 

 

 

 

Page Setup

 

 

 

 

 

Setting up print area

 

 

Preview a page before printing

  1. On the File menu, click Print Preview.
  2. Use the buttons on the toolbar to look over the page or make adjustments before printing.

 

 

 

 

About filtering

Filtering is a quick and easy way to find and work with a subset of data in a range. A filtered range displays only the rows that meet the criteria (criteria: Conditions you specify to limit which records are included in the result set of a query or filter.) you specify for a column. Microsoft Excel provides two commands for filtering ranges:

  • AutoFilter, which includes filter by selection, for simple criteria
  • Advanced Filter, for more complex criteria

Unlike sorting, filtering does not rearrange a range. Filtering temporarily hides rows you do not want displayed.

When Excel filters rows, you can edit, format, chart, and print your range subset without rearranging or moving it.

When you use the AutoFilter command, AutoFilter arrows Field arrow appear to the right of the column labels in the filtered range.

List filtered for Davolio

Callout 1Unfiltered range

Callout 2Filtered range

Microsoft Excel indicates the filtered items with blue.

You use custom AutoFilter to display rows that contain either one value or another. You can also use custom AutoFilter to display rows that meet more than one condition for a column; for example, you might display rows that contain values within a specific range (such as a value of Davolio).

ShowAdvanced Filter

The Advanced Filter command can filter a range in place like the AutoFilter command, but it does not display drop-down lists for the columns. Instead, you type the criteria (criteria: Conditions you specify to limit which records are included in the result set of a query or filter.) you want to filter by in a separate criteria range above the range. A criteria range allows for more complex criteria to be filtered.

ShowExamples of complex criteria

ShowMultiple conditions in a single column

If you have two or more conditions for a single column, type the criteria directly below each other in separate rows. For example, the following criteria range displays the rows that contain either "Davolio," "Buchanan," or "Suyama" in the Salesperson column.

Salesperson

Davolio

Buchanan

Suyama

ShowOne condition in two or more columns

To find data that meets one condition in two or more columns, enter all the criteria in the same row of the criteria range. For example, the following criteria range displays all rows that contain "Produce" in the Type column, "Davolio" in the Salesperson column, and sales values greater than $1,000.

Type

Salesperson

Sales

Produce

Davolio

>1000

ShowOne condition in one column or another

To find data that meets either a condition in one column or a condition in another column, enter the criteria in different rows of the criteria range. For example, the following criteria range displays all rows that contain either "Produce" in the Type column, "Davolio" in the Salesperson column, or sales values greater than $1,000.

Type

Salesperson

Sales

Produce

 

 

 

Davolio

 

 

 

>1000

ShowOne of two sets of conditions for two columns

To find rows that meet one of two sets of conditions, where each set includes conditions for more than one column, type the criteria in separate rows. For example, the following criteria range displays the rows that contain both "Davolio" in the Salesperson column and sales values greater than $3,000, and also displays the rows for salesperson Buchanan with sales values greater than $1,500.

Salesperson

Sales

Davolio

>3000

Buchanan

>1500

ShowMore than two sets of conditions for one column

To find rows that meet greater than two sets of conditions, include multiple columns with the same column heading. For example, the following criteria range displays sales that are between 5,000 and 8,000 in addition to sales that are less than 500.

Sales

Sales

>5000

<8000

<500

 

ShowConditions created as the result of a formula

You can use a calculated value that is the result of a formula (formula: A sequence of values, cell references, names, functions, or operators in a cell that together produce a new value. A formula always begins with an equal sign (=).) as your criterion. When you use a formula to create a criterion, do not use a column label for a criteria label; either keep the criteria label blank or use a label that is not a column label in the range. For example, the following criteria range displays rows that have a value in column C greater than the average of cells C7:C10.

 

=C7>AVERAGE($C$7:$C$10)

Notes

 

 

About data tables

Data tables are part of a suite of commands sometimes called what-if analysis (what-if analysis: A process of changing the values in cells to see how those changes affect the outcome of formulas on the worksheet. For example, varying the interest rate that is used in an amortization table to determine the amount of the payments.) tools. A data table is a range of cells that shows how changing certain values in your formulas (formula: A sequence of values, cell references, names, functions, or operators in a cell that together produce a new value. A formula always begins with an equal sign (=).) affects the results of the formulas. Data tables provide a shortcut for calculating multiple versions in one operation and a way to view and compare the results of all of the different variations together on your worksheet.

One-variable data tables    For example, use a one-variable data table if you want to see how different interest rates affect a monthly mortgage payment. In the following example, cell D2 contains the payment formula, =PMT(B3/12,B4,-B5), which refers to the input cell B3.

Data table with one variable

Two-variable data tables    A two-variable data table can show how different interest rates and loan terms will affect the mortgage payment. In the following example, cell C2 contains the payment formula, =PMT(B3/12,B4,-B5), which uses two input cells, B3 and B4.

Data table with two variables

Data table calculations Data tables recalculate whenever a worksheet is recalculated, even if they have not changed. To speed up calculation of a worksheet that contains a data table, you can change the Calculation options to automatically recalculate the worksheet but not data tables.

 

 

 

Data Validation

 

 

About Subtotals

 

 

 

 

 

 

 

 

Microsoft Excel can automatically calculate subtotal and grand total values in a list (list: A series of rows that contains related data or a series of rows that you designate to function as a datasheet by using the Create List command.). When you insert automatic subtotals, Excel outlines the list so that you can display and hide the detail rows for each subtotal.

To insert subtotals, you first sort your list so that the rows you want to subtotal are grouped together. You can then calculate subtotals for any column that contains numbers.

If your data isn't organized as a list, or you only need a single total, you can use AutoSum Button imageinstead of automatic subtotals.

ShowHow subtotals are calculated

Subtotals    Excel calculates subtotal values with a summary function (summary function: A type of calculation that combines source data in a PivotTable report or a consolidation table, or when you are inserting automatic subtotals in a list or database. Examples of summary functions include Sum, Count, and Average.), such as Sum or Average. You can display subtotals in a list with more than one type of calculation at a time.

Grand totals    Grand total values are derived from detail data (detail data: For automatic subtotals and worksheet outlines, the subtotal rows or columns that are totaled by summary data. Detail data is typically adjacent to and either above or to the left of the summary data.), not from the values in the subtotal rows. For example, if you use the Average summary function, the grand total row displays an average of all detail rows in the list, not an average of the values in the subtotal rows.

Automatic recalculation    Excel recalculates subtotal and grand total values automatically as you edit the detail data.

ShowNesting subtotals

You can insert subtotals for smaller groups within existing subtotal groups. In the example below, subtotals for each sport are in a list that already has subtotals for each region.

Callout 1Outer subtotals

Callout 2Nested subtotals

Before inserting nested subtotals, be sure to sort the list by all the columns for which you want subtotal values, so that the rows you want subtotaled are grouped together.

ShowSummary reports and charts

Create summary reports    When you add subtotals to a list, the list is outlined so that you can see its structure. You can create a summary report by clicking the outline symbols one two three, plus, and minusto hide the details and show only the totals.

Outlined list with only total rows showing

Chart the summary data    You can create a chart that uses only the visible data in a list that contains subtotals. If you show or hide details in the outlined list, the chart is also updated to show or hide the data.

 

 

Freezing and Splitting Panes

 

View two parts of a sheet by splitting or freezing panes

Split panes

  1. At the top of the vertical scroll bar or at the right end of the horizontal scroll bar, point to the split box.

Split box

  1. When the pointer changes to a split pointer Split pointer, drag the split box down or to the left to the position you want.

Freeze panes

Freezing panes allows you to select data that remains visible when scrolling in a sheet. For example, keeping row and column labels visible as you scroll.

Worksheet window with row 1 frozen

  1. To freeze a pane, do one of the following:

The top horizontal pane    Select the row below where you want the split to appear.

The left vertical pane    Select the column to the right of where you want the split to appear.

Both the upper and left panes    Click the cell below and to the right of where you want the split to appear.

  1. On the Window menu, click Freeze Panes.

 

 

 

 

 

 

About working with data in a datasheet

 

Show AllShow All

Hide AllHide All

In a table or query, Datasheet view (Datasheet view: A window that displays data from a table, form, query, view, or stored procedure in a row-and-column format. In Datasheet view, you can edit fields, add and delete data, and search for data.) provides the tools you need to work with data.

HideUsing the Table Datasheet and Query Datasheet toolbars

The Table Datasheet and Query Datasheet toolbars (toolbar: A bar with buttons and options that you use to carry out commands. To display a toolbar, click Customize on the Tools menu, and then click the Toolbars tab.) provide many of the tools you need to find, edit, and print records.

Datasheet toolbar

Callout 1Print or preview data.

Callout 2Check spelling.

Callout 3Cut, copy, or paste selected text, fields, whole records, or the entire datasheet.

Callout 4Sort records.

Callout 5Filter records, and find or replace values.

Callout 6Add or delete records.

HideWorking with columns, rows, and subdatasheets

You can find tools for working with columns, rows, and subdatasheets (subdatasheet: A datasheet that is nested within another datasheet and that contains data related or joined to the first datasheet.) in the datasheet itself, or by right-clicking a column selector (column selector: The horizontal bar at the top of a column. You can click a column selector to select an entire column in the query design grid or the filter design grid.).

Tools for working with data in Datasheet view

Callout 1Use the column selector to move, hide, or rename a column.

Callout 2Resize columns or rows.

Callout 3Use subdatasheets to view related data.

Callout 4Freeze the leftmost column so that it is displayed as you scroll to the right.

HideMoving through records

You can use the navigation toolbar to move through the records in a datasheet.

Record navigation buttons

Callout 1Go to the first record.

Callout 2Go to the previous record.

Callout 3Type a record number to move to.

Callout 4Go to the next record.

Callout 5Go to the last record.

Callout 6Go to a blank (new) record.

 

Move between records or fields

ShowMove between records by using navigation buttons in a datasheet or form

The navigation buttons are located at the bottom of the window in Datasheet (Datasheet view: A window that displays data from a table, form, query, view, or stored procedure in a row-and-column format. In Datasheet view, you can edit fields, add and delete data, and search for data.) or Form view (Form view: A window that displays a form to show or accept data. Form view is the primary means of adding and modifying data in tables. You can also change the design of a form in this view.). You can use these buttons to move quickly between records.

Record navigation buttons

Callout 1First record

Callout 2Previous record

Callout 3Record number

Callout 4Next record

Callout 5Last record

Callout 6New record

ShowMove between records by using navigation buttons on a data access page

Record navigation buttons

Callout 1First record

Callout 2Previous record

Callout 3Record source and number

Callout 4Next record

Callout 5Last record

Note  If you don't see the record navigation toolbar on your page, it means one of the following:

  • All the records are displayed on the page, so the navigation buttons are not necessary.
  • The designer of the page has customized the toolbar. Look for custom instructions on how to use the page, or contact the designer.

ShowMove between fields with the Go To Field box in Datasheet view

Adding the Go To Field box makes it easier to move between fields in long records in Datasheet view (Datasheet view: A window that displays data from a table, form, query, view, or stored procedure in a row-and-column format. In Datasheet view, you can edit fields, add and delete data, and search for data.).

  1. Open a table, query, form, view, or stored procedure in Datasheet view.
  2. Click Toolbars on the View menu.
  3. Select Formatting (Datasheet).
  4. Click Close.

The Go To Field box is the leftmost item on the Formatting (Datasheet) toolbar. Use it to click the name of the field that you want to move to in the current record.

 

GoToPage Action

You can use the GoToPage action to move the focus in the active form to the first control on a specified page. You can use this action if you've created a form with page breaks that contains groups of related information. For example, you might have an Employees form with personal information on one page, office information on another page, and sales information on a third page. You can use the GoToPage action to move to the desired page. You can also present multiple pages of information on a single form by using tab controls.

Setting

The GoToPage action has the following arguments.

Action argument

Description

Page Number

The number of the page to which you want to move the focus. Enter the page number in the Page Number box in the Action Arguments section of the Macro window. If you leave this argument blank, the focus stays on the current page. You can use the Right and Down arguments to display the part of the page you want to see.

Right

The horizontal position of the spot on the page, measured from the left edge of its containing window, that's to appear at the left edge of the window. This is required if you specify a Down argument.

Down

The vertical position of the spot on the page, measured from the top edge of its containing window, that's to appear at the top edge of the window. This is required if you specify a Right argument.

Note  The Right and Down arguments are measured in inches or centimeters, depending on the regional settings in Windows Control Panel.

Remarks

You can use this action to select the first control (as defined by the form's tab order) on the specified page. Use the GoToControl action to move to a particular control on the form.

You can use the Right and Down arguments for forms with pages larger than the Microsoft Access window. Use the Page Number argument to move to the desired page, and then use the Right and Down arguments to display the part of the page you want to see. Access displays the part of the page whose upper-left corner is offset the specified distance from the upper-left corner of the page.

You can't use the GoToPage action in the following cases:

  • To move the focus to a page on a hidden form.
  • To move the focus from one page to another within the tab control.

To run the GoToPage action in Visual Basic, use the GoToPage method of the DoCmd object.

 

About updating data in an Access project

ShowGeneral guidelines for updating data

The following general guidelines apply when you are updating data in a Microsoft Access project (Microsoft Access project: An Access file that connects to a Microsoft SQL Server database and is used to create client/server applications. A project file doesn't contain any data or data-definition-based objects such as tables and views.):

ShowWhen you can update data

In general, you can update data under the following circumstances:

·         In general, views can be updated subject to the query restrictions described in the next section below. However, in SQL Server 2000 databases, you can add the WITH VIEW_METADATA clause to the CREATE VIEW SQL statement (Select the Update using view rules check box in the View properties page). This clause allows updates to partitioned views, with certain restrictions, and the use of INSTEAD OF triggers to make the view updateable. For more information on updateable views, see the CREATE VIEW TRANSACT-SQL statement in the SQL Server documentation.

·         A query based on a one-to-one relationship.

·         A query based on a one-to-many relationship. However, there are important differences depending on the version of SQL Server.

SQL Server 2000 databases    You can update any table in the join because Access automatically detects the unique table in the relationship (The "many" side of a join).

SQL Server 7.0 and 6.5 databases    You can update data based on a one-to-many (one-to-many relationship: An association between two tables in which the primary key value of each record in the primary table corresponds to the value in the matching field or fields of many records in the related table.) join in a form and page, but only for fields from the unique table. When you open a query that contains a join in Datasheet view, it is read-only, by default. However, you can update data from a form or if you set the form's UniqueTable property (see discussion below).

ShowWhen you can't update data

In general, you cannot update data under the following circumstances:

·         A query based on data marked as read-only in the database.

·         A query that violates constraints on the base tables.

·         A query that includes the DISTINCT keyword to exclude duplicate rows.

·         A query based on a subquery that contains totals or aggregate functions.

·         In addition, you might not be able to update specific columns in the query results. The following list summarizes specific types of columns that you cannot update in the result set:

o    Columns based on expressions (such as price * quantity AS extended_price).

o    Rows or columns deleted by another user.

o    Rows or columns locked by another user (locked rows can usually be updated as soon as they are unlocked).

o    Timestamp or image (image data type: In an Access project, a variable-length data type that can hold a maximum of 2^31 - 1 (2,147,483,647) bytes of binary data. It is used to store Binary Large Objects (BLOBs), such as pictures, documents, sounds, and compiled code.) columns.

ShowHow Access displays updated and default column values in a datasheet or form

ShowDisplay of updated column values

When you are updating fields in a form, datasheet, or page, Microsoft Access can automatically insert a value for you, such as a default value, a calculated column, a timestamp value, an identity/AutoNumber field, or an action performed by a trigger. However, unlike a Microsoft Access database (database: A collection of data related to a particular subject or purpose. Within a database, information about a particular entity, such as an employee or order, is categorized into tables, records, and fields.), which in most cases updates the field value as soon as you leave the field, in an Access project the display of the value or effect of the operation may not occur until after you commit the record depending on the version of the database you are using and several property settings. Access may update or perform the operation at the server first and then refresh the current display on the client.

After you update a record, such as by calculating columns, changing the value of a joined field, or updating a foreign key field, Access will fix up the corresponding join tables. In a SQL Server 2000 database, Access normally resynchronizes the data on the form or datasheet to reflect the changed values. However, because this row fix-up requires additional round trips to the server, you may want to disable this setting with the PerformResync property. In SQL Server version 7.0 and 6.5 databases, this row fix up must be set by the form designer using the ResyncCommand property (see discussion below).

ShowSorted and filtered results

For SQL Server 2000 databases, when you update a sorted and filtered query, you don't lose the sort and filter.

For SQL Server 7.0 and 6.5 databases, Access removes filters and sorts and it appears as if the record disappears from its current position and moves to a new location.

ShowDisplay of default values

Access 2000 databases    Access displays default values when the form or datasheet displays new records by default. However, on a form, you can set the Fetch Defaults property to No to disable this for performance reasons.

Access 7.0 and 6.5 databases    Access does not display default values when the form or datasheet displays new records. However, any defaults you have on controls will be displayed.

ShowConstraint validation and validation text

Access does not inform a user about column constraint violations or display the Validation Text property value until the user attempts to save the record.

ShowWorking with updatable snapshots in SQL Server 7.0 or 6.5 databases

ShowOverview

Access supports only inserting, deleting, and updating data in a row of a unique table (the "many" side of a join) in an updatable snapshot (updateable snapshot: A type of recordset that works efficiently in a client/server environment by caching data on the client and minimizing round trips to the server to access and update data.) that has been created by a one-to-many join operation in a view, row-returning stored procedure, or SQL SELECT statement. Access doesn't allow you to update fields on the "one" side of the join.

A Form or page that is based on a one-to-many join must define the UniqueTable property in order for the recordset (recordset: The collective name given to table-, dynaset-, and snapshot-type Recordset objects, which are sets of records that behave as objects.) to be updatable. The unique table (also called the "most-many" table) is the "many" side of a one-to-many relationship. It is called a unique table because one record from the unique table corresponds to, at most, one record in the view, row-returning stored procedure, or SQL statement. For example, in a view that joins the Customers and Orders tables, Orders is the unique table because one record from the Orders table corresponds to, at most, one unique record in the view. By contrast, one record in the Customers table can correspond to multiple records in the view.

Additionally, for a record source (record source: The underlying source of data for a form, report, or data access page. In an Access database, it could be a table, query, or SQL statement. In an Access project, it could be a table, view, SQL statement, or stored procedure.) that is a stored procedure or SQL statement containing unnamed parameters, if you want to display the current values of a record after it is updated, you must also set the ResyncCommand property. Note that if you don't set the ResyncCommand property in these cases, the only consequence is that you won't see current values in a record after an update or insert. The update or insert will still happen correctly. For other types of record sources, Access displays current values even if the ResyncCommand property is not set.

In an updatable snapshot, you see only current values in an edited or newly inserted record after it has been successfully saved (see discussion above). For example, the Orders table contains an identity column as its primary key. When you insert data into this table, the new OrderID value appears after you save the record or move to another record (which implicitly saves the record). Similarly, in a form based on a view joining Customers and Orders, if you update the OrderID field to a different CustomerID, the Address field will not show the address of the new customer until after the record has been saved.

Finally, all key fields or the UniqueTable must be in the SQL SELECT statement select list (although not necessarily visible). You must also select all NOT NULL columns that do not have server defaults defined and supply values for these columns in the recordset. This does not apply to fields which have the Identity property set.

ShowRecommended ways to update related data

The following are recommended ways to update related data:

  • AutoForm is a handy way to create a form that allows updating of a view or stored procedure based on a join. Use AutoForm to quickly create the form, then switch to design view to set the UniqueTable property. You can also change the DefaultView property if you prefer a Datasheet view to a single Form view.
  • Displaying several "filtered" forms allows you to base one form on a main table and have buttons on this form that pop up other modal forms that are filtered from the data in the main form. For example, the main form could be based on "Customers" and you would have a "View Orders For Customer" button that would open a second form based on the Orders table that filters by the CustomerID field on the main form.
  • To update all data in a one-to-many relationship, you can create a form/subform combination. For example, instead of displaying data on a single form that joins orders and customers (in this case, the customer fields would be read-only), you can create a form for customers and a subform for orders. Because a form/subform combination uses two different recordsets, you can update all fields. Additionally, you can display this form/subform combination as a datasheet with a subdatasheet.
  • In a page, you can simulate a form/subform combination by linking two pages using a hyperlink field, and then use Microsoft FrontPage to create two frames, one for each page.

 

Select fields and records

ShowSelect fields and records in a datasheet

The following table lists mouse techniques for selecting data or records in Datasheet view (Datasheet view: A window that displays data from a table, form, query, view, or stored procedure in a row-and-column format. In Datasheet view, you can edit fields, add and delete data, and search for data.).

To select

Click

Data in a field

Where you want to start selecting and drag across the data.

An entire field

The left edge of the field in a datasheet, where the pointer changes into Button image.

Adjacent fields

The left edge of a field and drag to extend the selection.

A column

The field selector (field selector: A small box or bar that you click to select an entire column in a datasheet.).

Adjacent columns

The field name at the top of the column and then drag to extend the selection.

A record

The record selector (record selector: A small box or bar to the left of a record that you can click to select the entire record in Datasheet view and Form view.).

Multiple records

The record selector of the first record, and then drag to extend the selection.

All records

Select All Records on the Edit menu.

ShowSelect fields and records in a data access page

The following table lists mouse techniques for selecting data or records in Page view (Page view: An Access window in which you can browse the contents of a data access page. Pages have the same functionality in Page view as in Internet Explorer 5.0 or later.).

To select

Click

Data in a field

Where you want to start selecting and drag across the data

An entire field

Three times within the field

A record

A field that belongs to the record


The following table lists keyboard techniques for selecting data or records in Page view.

To select

Do this

Data in a field

Move the insertion point to the start of the text you want to select, and then hold down SHIFT and press the arrow keys to move to the end of the selection.

An entire field

Move the insertion point to anywhere in the field, press HOME, and then press SHIFT+END.

A record

Press TAB until a field that belongs to the record gets focus.


Note     Your data access page might have a Microsoft Office PivotTable Component, Spreadsheet Component, or Chart Component, which have their own methods of selection. To display Help for one of these components, click Help Button imageon its toolbar.

 

 

Save a database object

  1. Click Save Button imageon the Design toolbar.
  2. Do one of the following:
    • If you are saving a database object for the first time, type a unique name in the Save As dialog box, and then click OK. If you click Cancel in the Save As dialog box, the object is not saved.
    • If you are saving a data access page for the first time, specify a location and name for the HTML file in the Save As Data Access Page dialog box.

To save the page so that you can use it over a network, select a network location in the Save in box, or specify a UNC path in the File name box. If you save the page to location that specifies an absolute path (a path that contains a drive letter), Microsoft Access displays a message stating that the page might not be able to connect to data through the network. To connect through a network, edit the connection string to specify a network (UNC) path.

Notes

  • You don't need to save new data in records. Access automatically saves a record when you do any of the following: move the focus to a different record; close the active form, datasheet, data access page, or database; or quit Access.
  • Access automatically saves changes to your data whenever you quit. However, if you have made changes to the design of any database objects since you last saved them, Access asks whether you want to save these changes before quitting.
  • If you make a change in PivotTable view, Access updates the PivotChart view automatically. Similarly, if you make a change in PivotChart view, Access automatically update the PivotTable view. When you save the object, you also save the PivotTable and PivotChart views.

 

Quit Action

You can use the Quit action to exit Microsoft Access. The Quit action can also specify one of several options for saving database objects prior to exiting Access.

Setting

The Quit action has the following argument.

Action argument

Description

Options

Specifies what happens to unsaved objects when you quit Access. Click Prompt (to display dialog boxes that ask whether to save each object), Save All (to save all objects without prompting by dialog boxes), or Exit (to quit without saving any objects) in the Options box in the Action Arguments section of the Macro window. The default is Save All.

Remarks

Access doesn't run any actions that follow the Quit action in a macro.

You can use this action to quit Access without prompts from Save dialog boxes by using a custom menu command or a button on a form. For example, you might have a master form that you use to display the objects in your custom workspace. This form could have a Quit button that runs a macro containing the Quit action with the Options argument set to Save All.

This action has the same effect as clicking Exit on the File menu. If you have any unsaved objects when you click this command, the dialog boxes that appear are the same as those displayed when you use Prompt for the Options argument of the Quit action.

You can use the Save action in a macro to save a specified object without having to quit Access or close the object.

To run the Quit action in Visual Basic, use the Quit method of the DoCmd object.

 

 

Set or change the primary key (MDB)

Note  The information in this topic applies only to a Microsoft Access database (.mdb).

  1. Open a table in Design view (Design view: A window that shows the design of these database objects: tables, queries, forms, reports, macros, and data access pages. In Design view, you can create new database objects and modify the design of existing ones.).
  2. Select the field or fields you want to define as the primary key (primary key: One or more fields (columns) whose values uniquely identify each record in a table. A primary key cannot allow Null values and must always have a unique index. A primary key is used to relate a table to foreign keys in other tables.).

To select one field, click the row selector (row selector: A small box or bar that, when clicked, selects an entire row in table or macro Design view, or when you sort and group records in report Design view.) for the desired field.

To select multiple fields, hold down the CTRL key and then click the row selector for each field.

  1. Click Primary Key Button imageon the toolbar.

Note  If you want the order of the fields in a multiple-field primary key to be different from the order of those fields in the table, click Indexes Button imageon the toolbar to display the Indexes window (Indexes window: In an Access database, a window in which you can view or edit a table's indexes or create multiple-field indexes.), and then reorder the field names for the index (index: A feature that speeds up searching and sorting in a table based on key values and can enforce uniqueness on the rows in a table. The primary key of a table is automatically indexed. Some fields can't be indexed because of their data type.) named PrimaryKey.

 

 

Add or edit data

ShowAdd or edit data in a datasheet or form

  1. Open a datasheet (Datasheet view: A window that displays data from a table, form, query, view, or stored procedure in a row-and-column format. In Datasheet view, you can edit fields, add and delete data, and search for data.), or open a form in Form view (Form view: A window that displays a form to show or accept data. Form view is the primary means of adding and modifying data in tables. You can also change the design of a form in this view.).
  2. Do one of the following:

To add a new record, click New Record Button imageon the toolbar, type the data, and then press TAB to go to the next field. At the end of the record, press TAB to go to the next record.

To edit data within a field, click in the field you want to edit, and then type the data.

To replace the entire value, move the pointer to the leftmost part of the field until it changes into the plus pointer Button image, and then click. Type the data.

Notes

  • To correct a typing mistake, press BACKSPACE. To cancel your changes in the current field, press ESC. To cancel your changes in the entire record, press ESC again before you move out of the field.
  • When you move to another record, Microsoft Access saves your changes.

ShowAdd new data in a data access page

  1. On the record navigation toolbar, click New Button image.

Note   If you don't see the New button, it means one of the following:

    • The page does not support data entry.
    • The designer of the page has customized the button. Look for custom instructions on how to use the page, or contact the designer.
  1. Type the data you want in the first field, and then press TAB to go to the next field.
  2. When you are finished adding data to each field, save the record.

Note   If you make a typing mistake, press BACKSPACE. To cancel your changes in the current field, press ESC. To cancel your changes to the entire record, click Undo Button imageon the record navigation toolbar.

ShowEdit data in a data access page

  1. Click in the field you want to edit.

Note   You cannot edit group fields and calculated fields (calculated field: A field, defined in a query, that displays the result of an expression rather than displaying stored data. The value is recalculated each time a value in the expression changes.). If you can't insert the input cursor inside any of the fields in the page, the page does not support edits.

  1. Type the text you want to insert.
  2. Save the record.

Note   If you make a typing mistake, press BACKSPACE. To cancel your changes in the current field, press ESC. To cancel your changes to the entire record, click Undo Button imageon the record navigation toolbar.

 

 

 

About sorting records (MDB)

ShowSimple and complex sorts

There are two types of sorts you can do; simple and complex.

·         Simple sorts    When you sort in Form view (Form view: A window that displays a form to show or accept data. Form view is the primary means of adding and modifying data in tables. You can also change the design of a form in this view.), Datasheet view (Datasheet view: A window that displays data from a table, form, query, view, or stored procedure in a row-and-column format. In Datasheet view, you can edit fields, add and delete data, and search for data.), or Page view (Page view: An Access window in which you can browse the contents of a data access page. Pages have the same functionality in Page view as in Internet Explorer 5.0 or later.), you do a simple sort, which means you can sort all records in ascending or descending order (but you cannot use both sort orders (sort order: A way to arrange data based on value or data type. You can sort data alphabetically, numerically, or by date. Sort orders use an ascending (0 to 100, A to Z) or descending (100 to 0, Z to A) order.) on more than one field).

·         Complex sorts    When you sort in query Design view (Design view: A window that shows the design of these database objects: tables, queries, forms, reports, macros, and data access pages. In Design view, you can create new database objects and modify the design of existing ones.), the Advanced Filter/Sort window (Advanced Filter/Sort window: A window in which you can create a filter from scratch. You enter criteria expressions in the filter design grid to restrict the records in the open form or datasheet to a subset of records that meet the criteria.), report Design view, Page Design view, PivotTable view, or PivotChart view, you can perform complex sorts. This means you can sort records in ascending order by some fields and in descending order by others.

ShowHow a sort is saved or re-applied depends on the object

·         Saving or re-applying a form, datasheet, report, PivotTable, or PivotChart sort order    Regardless of where you specify the sort order (sort order: A way to arrange data based on value or data type. You can sort data alphabetically, numerically, or by date. Sort orders use an ascending (0 to 100, A to Z) or descending (100 to 0, Z to A) order.), Microsoft Access saves the sort order when you save the form, datasheet, report, PivotTable, or PivotChart. In a form, datasheet, PivotTable, or PivotChart, Access also reapplies the sort automatically when you reopen that object or view, or base a new form or report on a form or datasheet.

·         Saving a data access page sort order    In a Page, Access saves the sort order if you create it in Page Design view (Design view: A window that shows the design of these database objects: tables, queries, forms, reports, macros, and data access pages. In Design view, you can create new database objects and modify the design of existing ones.) (by using Data Outline or setting the DefaultSort property), but doesn't save the sort order if you create it in Page view (Page view: An Access window in which you can browse the contents of a data access page. Pages have the same functionality in Page view as in Internet Explorer 5.0 or later.) (by using the Sort buttons).

ShowConsiderations when sorting records

ShowSorting on fields with a data type of Memo, Hyperlink, or OLE object

You can't sort an OLE Object (OLE object: An object supporting the OLE protocol for object linking and embedding. An OLE object from an OLE server (for example, a Windows Paint picture or a Microsoft Excel spreadsheet) can be linked or embedded in a field, form, or report.) under any circumstances. Although you can't sort a Memo (Memo data type: In a Microsoft Access database, this is a field data type. Memo fields can contain up to 65,535 characters.) or Hyperlink (Hyperlink data type: A data type for an Access database field that stores hyperlink addresses. An address can have up to four parts and is written using the following format: displaytext#address#subaddress#.) field in a Page, you can sort these fields in a table, query, form, or report. In a report, you must type the name of the Memo or Hyperlink field into the Field/Expression box of the Sorting and Grouping dialog box because those fields don't show up in the list of available fields.

Note  Memo fields will only be sorted based on the first 255 characters.

ShowAbout sorting data in PivotTable or PivotChart view

ShowIn PivotTable view

ShowSort in ascending or descending order

For example, you can sort a sales column in ascending order or an employee name column in descending order.

You can also sort data separately for each column. The order in which you sort the columns determines how the data will be organized.

Example of data sorted by two columns

In this example, data is organized by salesperson. The Product column was sorted first so that the products would be in alphabetical order; the Salesperson column was sorted second.

When sorting multiple columns, first determine the order in which you want to sort the columns, and then work backward, sorting the outermost column last. For example, if you're sorting two columns, determine which is the outer column and which is the inner column. Sort the inner column first, and then sort the outer column. To list the products in alphabetical order for each salesperson, you would first sort the inner Product column and then sort the outer Salesperson column.

ShowDefine a custom sort order

You can define a custom order for a row (row field: A field in the row area of PivotTable view. Items in row fields are listed down the left side of the view. Inner row fields are closest to the detail area; outer row fields are to the left of the inner row fields.) or column field (column field: A field in the column area of PivotTable view. Items in column fields are listed across the top of a PivotTable list. Inner column fields are closest to the detail area; outer column fields are above the inner column fields.) when sorting in ascending or descending order does not meet your requirements. For example, you might want to show the values in the Title column ordered on the basis of the seniority of the title. If the column had three values— Vice President, General Manager, and Manager— sorting in ascending or descending order will not show the data in the order you want. In this case, you might want to explicitly define the order of the items for the Title column.

If items are added to a field after you define a custom sort order, the new items will appear at the bottom of the field until you rearrange them.

ShowIn PivotChart view

In a PivotChart view, you can sort numerical data or alphabetical data in ascending or descending order. For example, you can sort a series (data series: Related data points that are plotted in a chart. Each data series in a chart has a unique color or pattern. You can plot one or more data series in a chart.) that contains numerical sales data to show the highest to lowest sales amounts, or you can sort a category field (category field: A field that is displayed in the category area of PivotChart view. Items in a category field appear as labels on the category axis.) that contains company names to display in ascending order (A - Z).

In the following example, the series field (series field: A field that is displayed in the series area of a chart and that contains series items. A series is a group of related data points.), which consists of sales amounts, is sorted in ascending order to show lowest to highest sales. If the category field had been sorted in ascending order, the salespeople's names would be displayed on the category axis in alphabetical order instead.

Chart with series sorted in ascending oder

If you have a stacked bar, area, or column chart, you can sort numerically based on the height of the entire stacked value rather than just one series.

 

 

About relationships in an Access database (MDB)

After you've set up different tables for each subject in your Microsoft Access database (Microsoft Access database: A collection of data and objects (such as tables, queries, or forms) that is related to a particular topic or purpose. The Microsoft Jet database engine manages the data.), you need a way of telling Microsoft Access how to bring that information back together again. The first step in this process is to define relationships (relationship: An association that is established between common fields (columns) in two tables. A relationship can be one-to-one, one-to-many, or many-to-many.) between your tables. After you've done that, you can create queries, forms, and reports to display information from several tables at once. For example, this form includes information from four tables:

Orders form displaying related information from five tables at once

Callout 1The Customers table

Callout 2The Orders table

Callout 3The Products table

Callout 4The Order Details table

ShowHow relationships work

In the previous example, the fields in four tables must be coordinated so that they show information about the same order. This coordination is accomplished with relationships between tables. A relationship works by matching data in key fields— usually a field with the same name in both tables. In most cases, these matching fields are the primary key (primary key: One or more fields (columns) whose values uniquely identify each record in a table. A primary key cannot allow Null values and must always have a unique index. A primary key is used to relate a table to foreign keys in other tables.) from one table, which provides a unique identifier for each record, and a foreign key (foreign key: One or more table fields (columns) that refer to the primary key field or fields in another table. A foreign key indicates how the tables are related.) in the other table. For example, employees can be associated with orders they're responsible for by creating a relationship between the EmployeeID fields.

EmployeeID used as primary key in Employees table and foreign key in Orders table.

Callout 1EmployeeID appears in both tables— -as a primary key ...

Callout 2... and as a foreign key.

ShowA one-to-many relationship

A one-to-many relationship is the most common type of relationship. In a one-to-many relationship, a record in Table A can have many matching records in Table B, but a record in Table B has only one matching record in Table A.

A record in Suppliers table with more than one related record in Products table

Callout 1One supplier ...

Callout 2... can supply more than one product ...

Callout 3... but each product has only one supplier.

ShowA many-to-many relationship

In a many-to-many relationship, a record in Table A can have many matching records in Table B, and a record in Table B can have many matching records in Table A. This type of relationship is only possible by defining a third table (called a junction table) whose primary key (primary key: One or more fields (columns) whose values uniquely identify each record in a table. A primary key cannot allow Null values and must always have a unique index. A primary key is used to relate a table to foreign keys in other tables.) consists of two fields— the foreign keys (foreign key: One or more table fields (columns) that refer to the primary key field or fields in another table. A foreign key indicates how the tables are related.) from both Tables A and B. A many-to-many relationship is really two one-to-many relationships with a third table. For example, the Orders table and the Products table have a many-to-many relationship that's defined by creating two one-to-many relationships to the Order Details table. One order can have many products, and each product can appear on many orders.

Foreign keys in Order Details table and matching primary keys in Orders table and Products table

Callout 1Primary key from the Orders table

Callout 2Primary key from the Products table

Callout 3One order can have many products ...

Callout 4... and each product can appear on many orders.

ShowA one-to-one relationship

In a one-to-one relationship, each record in Table A can have only one matching record in Table B, and each record in Table B can have only one matching record in Table A. This type of relationship is not common, because most information related in this way would be in one table. You might use a one-to-one relationship to divide a table with many fields, to isolate part of a table for security reasons, or to store information that applies only to a subset of the main table. For example, you might want to create a table to track employees participating in a fundraising soccer game. Each soccer player in the Soccer Players table has one matching record in the Employees table.

Every record in the Employees table can have only one matching record in the Soccer Players table.

Callout 1Each soccer player has one matching record in the Employees table.

Callout 2This set of values is a subset of the EmployeeID field and the Employees table.

ShowAbout defining relationships

The kind of relationship that Microsoft Access creates depends on how the related fields are defined:

You can also create a relationship between a table and itself. This is useful in situations where you need to perform a Lookup within the same table. In the Employees table, for example, you can define a relationship between the EmployeeID and ReportsTo fields, so that the ReportsTo field can display employee data from a matching EmployeeID.

Note  If you drag a field that isn't a primary key and doesn't have a unique index to another field that isn't a primary key and doesn't have a unique index, an indeterminate relationship is created. In queries containing tables with an indeterminate relationship, Microsoft Access displays a default join (join: An association between a field in one table or query and a field of the same data type in another table or query. Joins tell the program how data is related. Records that don't match may be included or excluded, depending on the type of join.) line between the tables, but referential integrity (referential integrity: Rules that you follow to preserve the defined relationships between tables when you enter or delete records.) won't be enforced, and there's no guarantee that records are unique in either table.

ShowReferential integrity

Referential integrity is a system of rules that Microsoft Access uses to ensure that relationships between records in related tables are valid, and that you don't accidentally delete or change related data. You can set referential integrity when all of the following conditions are met:

The following rules apply when you use referential integrity:

ShowCascading updates and deletes

For relationships in which referential integrity (referential integrity: Rules that you follow to preserve the defined relationships between tables when you enter or delete records.) is enforced, you can specify whether you want Microsoft Access to automatically cascade update (cascading update: For relationships that enforce referential integrity between tables, the updating of all related records in the related table or tables when a record in the primary table is changed.) and cascade delete (cascading delete: For relationships that enforce referential integrity between tables, the deletion of all related records in the related table or tables when a record in the primary table is deleted.) related records. If you set these options, delete and update operations that would normally be prevented by referential integrity rules are allowed. When you delete records or change primary key (primary key: One or more fields (columns) whose values uniquely identify each record in a table. A primary key cannot allow Null values and must always have a unique index. A primary key is used to relate a table to foreign keys in other tables.) values in a primary table (primary table: The "one" side of two related tables in a one-to-many relationship. A primary table should have a primary key and each record should be unique.), Microsoft Access makes necessary changes to related tables to preserve referential integrity.

If you select the Cascade Update Related Fields check box when defining a relationship, any time you change the primary key of a record in the primary table, Microsoft Access automatically updates the primary key to the new value in all related records. For example, if you change a customer's ID in the Customers table, the CustomerID field in the Orders table is automatically updated for every one of that customer's orders so that the relationship isn't broken. Microsoft Access cascades updates without displaying any message.

Note  If the primary key in the primary table is an AutoNumber (AutoNumber data type: In a Microsoft Access database, a field data type that automatically stores a unique number for each record as it's added to a table. Three kinds of numbers can be generated: sequential, random, and Replication ID.) field, setting the Cascade Update Related Fields check box will have no effect, because you can't change the value in an AutoNumber field.

If you select the Cascade Delete Related Records check box when defining a relationship, any time you delete records in the primary table, Microsoft Access automatically deletes related records in the related table. For example, if you delete a customer record from the Customers table, all the customer's orders are automatically deleted from the Orders table (this includes records in the Order Details table related to the Orders records). When you delete records from a form or datasheet with the Cascade Delete Related Records check box selected, Microsoft Access warns you that related records may also be deleted. However, when you delete records using a delete query (delete query: A query (SQL statement) that removes rows matching the criteria that you specify from one or more tables.), Microsoft Access automatically deletes the records in related tables without displaying a warning.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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