microsoft access 2007 advanced level. © 1995-2008 cheltenham courseware pty. ltd. slide no 2 forms...

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Microsoft Access 2007 Advanced Level

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Page 1: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

Microsoft Access 2007Advanced Level

Page 2: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 2

Forms Customisation

Page 3: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 3

Linking Form to a table• Click on the Create tab, and within Form group click on the Form Design

button.• This will Create a new form in Design View.• Within the Tools group, click on the Property Sheet button.• This will display the Property Sheet window on the right side of the

screen.• In the Property Sheet window, under Data tab click on the Record Source

and select a table from drop down list, i.e. select TblStudents.

• This will link the Form to the table TblCustomer.

Page 4: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 4

Placing controls on the form

• Click on the Create tab and within the Tools group, click on the Add Existing Fields button.

• A Field List window will be displayed on the right side, showing all the available fields that can be added on this form.

• In this Field List window, click and drag fields to the form.

Page 5: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 5

Aligning controls on a form

• Select all of the controls on the Form.• Right click on any of these selected controls.• From the popup menu, click on the Align.• Under Align click on the Left command.• It will align all the controls to the left based on

the control which is on the extreme left side.

Page 6: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 6

Sizing to fit controls on a form

• Sizing to fit adjust the height and width of the controls automatically.

• Select all the controls on the Form.• Right click on any of these selected controls.• From the popup menu, click on the Size.• Under Size click on the To Fit command.

Page 7: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 7

Special effects

Page 8: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 8

Setting tab order

Page 9: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 9

Placing a bound control on the form

• In the Property Sheet window, under Data tab click on the Record Source and select a table from drop down list, i.e. select TblCourses.

Page 10: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 10

Placing a check box on the form

• Click on the Create tab.• Within Controls group click on the Check Box

and then click on the Detail section of the form to place the Check Box control on the form.

Page 11: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 11

Placing a command button on the form

• Click on the Create tab.• Within Controls group click on Button and then click

on the Detail section of the form to place the Command Button control on the form.

Page 12: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 12

Placing a group box on the form

• Click on the Create tab.• Within Controls group click on the Option

Group button.

• Click on the Detail section of the form to place this Option Group control.

Page 13: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 13

Placing a combo box on the form

• Click on the Create tab.• Within Controls group click on the Combo Box

button.

• Click on the Detail section of the form to place this Combo Box control.

Page 14: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 14

Placing a list box on the form

• Click on the Create tab.• Within Controls group click on the Combo Box

button.

• Click on the Detail section of the form to place this Combo Box control.

Page 15: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 15

Types of Forms

Page 16: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 16

Popup forms

• In the Property Sheet window under Other tab, select Yes from the drop down list for the Pop Up field.

Page 17: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 17

Modal forms

• In the Property Sheet under the Other tab, select Yes from the drop down list for the Modal field.

Page 18: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 18

Split forms

• A Split form is a new feature in Microsoft Office Access 2007 that gives you two views of your data at the same time — a Form view and a Datasheet view.

• Click on the Create tab, and within Form group click on the Split Form button.

Page 19: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 19

Limiting user access

Page 20: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 20

Limit user from adding new records

• Open a form in design view.• In the Property Sheet under Data tab, select

No from the drop down list for the Allow Additions field.

Page 21: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 21

Limit user from deleting existing records

• Open a form in design view.• In the Property Sheet window under Data tab,

select No from the drop down list for the Allow Deletions field.

Page 22: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 22

Limit user from editing a records

• Open a form in design view.• In the Property Sheet under Data tab, select No from

the drop down list for the Allow Edits field.

Page 23: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 23

Exporting form to XML

• Open a form in design view.

• Click on the External Data tab, and within Export group click on the More button.

• From the drop down list click on the XML File command.

Page 24: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 24

Reports

Page 25: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 25

Creating a report

• Click on the Create tab, and within Reports group click on the Report Wizard button.

• This will open the Report Wizard dialog box.

• Follow the wizard.

Page 26: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 26

Creating an AutoFormat template

• Click on the Arrange tab and within AutoFormat group click on the AutoFormat drop down button.

• From the drop down list click on the AutoFormat Wizard.

Page 27: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 27

Applying an AutoFormat to a report

• In the next dialog box that asks for a style, select your template i.e. My Style.

Page 28: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 28

Conditional formatting

• Click on the Design tab and within Font group click on the Conditional button.

Page 29: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 29

Sub Reports

• Click on the Design tab, and within Controls group click on the Sub Report button.

• Click on the Detail section of the report to place the sub report on the main report.

• This will open the SubReport Wizard dialog box.

• Follow the wizard.

Page 30: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 30

Access Switchboards

Page 31: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 31

What is a Switchboard

• Switchboards are the screens used to navigate around a database and perform tasks, such as running reports.

• The switchboard is made of buttons that you click. You can program these buttons to open forms, reports, queries, etc.

Page 32: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 32

Using the Switchboard Manager

Page 33: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 33

Creating a Switchboard

• Click on the Database Tools tab, and within Database Tools group click on the Switchboard Manager button.

Page 34: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 34

Adding a Switchboard

Page 35: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 35

Deleting a Switchboard

• Click on the Delete button.

Page 36: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 36

Editing a switchboard

• Click on the Edit button.

Page 37: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 37

Adding an Item to a Switchboard

Page 38: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 38

Deleting Items from a Switchboard

• Click on the delete button.

Page 39: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 39

Editing Items in the Switchboard

Page 40: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 40

Customising Items in the Switchboard

• You can select an item from the switchboard items list by clicking on it and then click on the Move Up or Move Down button to move the item above in the switchboard.

Page 41: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 41

Making a Switchboard the default Switchboard

• Select a switchboard by clicking on it and click on the Make Default button.

Page 42: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 42

Displaying Switchboards automatically

Page 43: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 43

CUSTOMISING ACCESS

Page 44: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 44

Access options

Page 45: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 45

Current Database options

Page 46: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 46

Datasheet options

Page 47: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 47

Object Designers options

Page 48: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 48

Proofing options

Page 49: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 49

Customize options

Page 50: Microsoft Access 2007 Advanced Level. © 1995-2008 Cheltenham Courseware Pty. Ltd.  Slide No 2 Forms Customisation

© 1995-2008 Cheltenham Courseware Pty. Ltd. www.cheltenhamcourseware.com.au Slide No 50

Add-ins options