access integrated project 6

8/10/2019 Access Integrated Project 6

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Access 2013: In Practice Integrated Access Project 6 (Chapters 8-10) Page 1 of 4

Access 2013: In Practice (Chapters 8-10)

Integrated Access Project 6

For this project, you enhance the functionality of a database that tracks daily price information for a

collection of stocks. You export to HTML the data from a report and use mail merge to create labels.Next you analyze the table structure and performance of the database. You back up and then split the

database and lock the front-end database. You customize your working environment in Access. Finally,

you use OneDriveto upload and share files.

[Student Learning Outcomes: 8.3, 8.5, 9.1, 9.3, 9.4, 9.5, 10.1, 10.2, 10.3]

Files Needed: StockTracking-06.accdb

Completed Project File Names: [your initials] Access Project 6.accdb, [your initials] StockPriceSummary.html, [your initials]

StockPriceSummaryPage2.html, [your initials] StockPriceSummaryPage3.html, [your initials] StockLabels merge.docx,[your

initials] StockLabels.docx,[your initials] Access Project 6_Backup.accdb,[your initials] Access Project 6_be.accdb and[your

initials] Access Project 6.accde

Skills Covered in this Project

Export to HTML.

Use mail merge to create labels.

Save settings in a mail merge document.

Use the Table Analyzertool.

Back up a database.

Use the Performance Analyzertool.

Use the Database Splittertool.

Lock a database.

Reset customizations to the Ribbonand the Quick Accesstoolbar.

Add commands to the Quick Accesstoolbar.

Remove tabs from the Ribbon.

Change application title in Access. Customize Office account settings.

Log in to OneDrive.

Create an OneDrivefolder.

Upload a file to an OneDrivefolder.

Share an OneDrivefolder.

1.

Open the StockTracking-06.accdbdatabase file from your student data files andsave it as[your

initials] Access Project 6.

2.

If prompted, enable content in the database.

3.

Export the StockPriceSummaryreport to HTML. Since this report is designed with a tabular layout,

the exported result should display correctly.

a.

Start the export by selecting the StockPriceSummaryreport and selecting HTML Documentas

the export option. Use [your initials] StockPriceSummary.htmlas the file name.

b.

Choose to Open the destination file after the export operation is complete. The Export data

with formatting and layout option should already be selected and dimmed. Click OK.


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c.

Click OKto accept

the choices in the

HTML Output

Optionsdialog box.

The file opens in

your defaultbrowser (Figure 1).

d.

Scroll down to the

bottom of the

browser page and

click the Nextlink.

e.

The browser

updates to display

the next page of the

report.

f.

Close the browser

tab.

g.

Close the wizard

without saving the export steps.

4.

Navigate to the folder on your computer where you saved the HTML file. Note that the export

process created three separate HTML files, since the report in Access contained three pages. The

links you saw in step 3d were automtically added into the file.

5.

Use mail merge to create mailing labels.

a.

Select the Stockstable and click Word Merge.

b.

Choose to Create a new document and then link the data to it.

c.

In the Mail Mergepane, select Labelsand advance to the next step. You are creating

identification labels to put on file folders.d.

Choose Labeloptions. Select Avery US Letter as the Vendorand 2224 Print or Write Multi-Use

Labels as the Product number.

e.

If it is not already displayed, choose to view gridlines around the table cells. Advance to the

next step.

f.

Verify that the Stockstable displays as the data source. Advance to the next step.

g.

In the Word document, position the insertion point in the upper left of the first label and type

Symbol: . Be sure to also enter a space after the colon.

h.

Click the More itemslink to open the Insert Merge Fielddialog box, select theStockSymbol

field, click Insert,and click Close. The merge field is inserted into the document.

i.

Apply boldformatting to the Symbol: text and merge field.

j.

Click to the right of the StockSymbolmerge field and press Ctrl+Tab.

k.

Click the Paragraphlauncher [Hometab, Paragraphgroup] to open the Paragraphdialog box.

l.

Click the Tabsbutton to open the Tabs dialogbox.

m.

Enter 3.8in the Tab stop positionand select Rightin theAlignmentarea. Click OKto close

the dialog box.

n.

Type Exchange: (including a space after the colon) and insert the Exchangefield from the

More items option.

Figure 1StockPriceSummaryreport exported to HTML


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o.

Continue adding the text and merge fields so that

your label matches the one shown in Figure 2.

Note that the StockNamemerge field has a Center

alignment and a 12ptfont size.

p.

Update all the labels and advance to the next step.

The document updates to show how the mergeddata appears in a label (Figure 3).

q.

Complete the merge.

r.

Choose to Edit individual labelsand merge all the records.

s.

Save the completed merged labels as[your

initials] StockLabels merge.docxand close

the document.

6.

Save a copy of the main document as [your initials]

StockLabels.docxto preserve the merge settings. Close

the document.

7.

Analyze the Stockstable.

a.

Click the Analyze Tablebutton to open the Table Analyzer

Wizard.

b.

If necessary, advance past the information windows.

c.

Select the Stockstable and the Yes, let the wizard decideradio button when prompted.

d.

Enlarge the tables in the

recommendation so you

can read all of the content

(Figure 4).

e.

The wizard suggests

moving the Sectorfield into

a separate table andmoving the Exchange field

into a separate table. This

proposed solution will not

reduce redundancy since

the lookup field will simply

replace the Sectoror

Exchangefield. Do not

accept this

recommendation.

f.

Click the Backbutton two

times to return to the wizard screen where you can select a table.

8.

Analyze the HistoricalPricestable.

a.

Select the HistoricalPricestable and the Yes, let the wizard decideradio button when

prompted. A dialog box displays informing you that the wizard doesnt recommend any splitting

of the table.

b.

Click the Cancelbutton to exit the wizard.

Figure 2Text and merge fields in label

Figure 3Preview of merged labels

Figure 4 Table Analyzer Wizardrecommendations for Stockstable


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9.

Back up the database before analyzing the performance. Save the file as[your initials]

Access Project 6_Backup.accdb.

10.

Analyze the performance of the database.

a.

Click the Analyze Performancebutton to open the Performance Analyzer.

b.

Analyze all of the objects in the database.

c.

Review the one Idea displayed intheAnalysis Resultswindowd.

Dont implement the idea.

e.

Close theAnalyzer.

11.

Split the database. Accept the default file name of [your initials] Access Project 6_be.accdb. Since

you are not password protecting the back-end database, you do not need to update links in the

front-end database.

12.

Lock the front-end database.

a.

Click the Filetab to open the Backstageview and click the Save Asbutton.

b.

Click the Make ACCDE button in theAdvanced grouping of the Save Database Assection and

click the Save Asbutton. The Save Asdialog box displays.

c.

Select the location to store the file, accept the suggested file name, and click theSavebutton.

The .accdefile is created.

d.

Close the database.

13.

Open the locked database.

a.

Open the [your initials] Access Project 6.accdedatabase file. If a Microsoft Access Security

Noticedisplays, click Open.

b.

Click the Createtab. Notice that the Formsand Reportsgroups are dimmed.

14.

Reset and customize the Ribbonand the Quick Accesstoolbar.

a.

Reset all customizations to the Ribbonand the Quick Accesstoolbar.

b.

Add Openand Quick Printto the Quick Accesstoolbar for this database only

c.

Remove the External Datatab so it doesnt display on the Ribbon.

15.

Change the application title for the current database to read [Your Initials] StockTracking.

16.

Customize Office account settings.

a.

Open the account information area on theBackstage view.

b.

Select an Office Backgroundand Office Themeof your choice.

17.

Close the database and exit Access.

18.

Create an OneDrivefolder and upload files to the OneDrivefolder.

a.

Open an Internet browser page and log in to your OneDriveaccount

(http://www.onedrive.com).

b.

Create a new folder namedStocksin the Filesarea.

c.

Upload the [your initials] Access Project 6_be.accdband [your initials] Access Project 6.accde

files from your student data files to the Stocksfolder.

19.

Share the Stocksfolder with your instructor, include a brief message, and allow him or her to edit

the materials in the folder.

20.

Sign out of OneDrive.

access integrated project 6

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