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Access 2003

Copyright 2009 Steve Copley

www.igcseict.info

This work is licensed under the Creative Commons


Attribution Non-Commercial 3.0 License

To view a copy of this license, visit


http://creativecommons.org/licenses/by-nc/3.0/
1 Getting Data Into Your Database

1.1 Creating a Blank Database 4

1.2 Importing a CSV File 6

1.3 Fixing data in Yes/No Fields that are shown as 0 and -1 10

1.4 Showing Evidence of Your Import 12

2 Creating Queries

2.1 Creating a Simple Query 16

2.2 Query Criteria for Text Fields 19

2.3 Query Criteria for Numeric Fields 23

2.4 Query Criteria for Boolean Fields 26

2.5 Query Criteria for Date Fields 27

2.6 Adding a Calculated Field to a Query 29

2.7 Creating a Summary Query 31

3 Creating Reports

3.1 Creating a Report 34

3.2 Adding a Summary Field to a Report 42

3.3 Creating Labels 46


Getting Data Into
Your Database

Access 2003 - 3 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Creating a Blank Database
This lesson will show you how to create a new, blank database ready to add data to

1. Create a New File

Click the File menu and then New...

2. Chose the Database Type

Select Blank Database... from the list of options

Access 2003 - 4 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


3. Name and Save Your New Database

Navigate to the folder that you want to save your


database in, type in a sensible name and click
Create

4. Finished!

Your new database is now ready for use

Access 2003 - 5 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Importing a CSV File
This lesson will show you how to import data from a CSV file into your new database

Start the import wizard

In the Tables section of your database, click New


and then select Import Table

Go to the CSV file folder

The CSV file may not be visible because, by


default, Access is looking for Access files only

Change the file type

If you change the file type to Text Files, the CSV


file should now be visible

Access 2003 - 6 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


First step of the import wizard

A CSV file is a Delimited file, so no changes here


- just click Next

Second step of the import wizard

Your CSV file probably has a first row containing


field names - Tick this box.

Also, to make sure the fields have the correct data


type, click Advanced

Advanced settings

Check that the Data Types are set correctly

Make sure that all fields have Indexed set to No

If any of the fields contain dates, make sure that


the Date Order matches the data

Access 2003 - 7 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Third step of the import wizard

You want to put the data in a New Table - just


click Next

Forth step of the import wizard

No changes are needed here (you set all this in


the Advanced settings) - just clcik Next

Fifth step of the import wizard

For a simple database with just one table, you


won't need a primary key

Select No Primary Key and click Next

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Final step of the import wizard

Give your new table a name, and clcik Finish

Success!

You should see this message if everything went


ok.

Your new table

If you get an error message, or you have , throw


your new table away, run the the wizard again,
and follow every step carefully

Open it up and check it looks ok

Access 2003 - 9 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Fixing data in Yes/No Fields that are shown as 0 and -1
When you import data as boolean (Yes/No) from a CSV file, Access shows the data values as
-1 and 0. This is correct (-1 means Yes and 0 means No) but it looks wrong.

This lesson will show you how to change the format of the data so that you can see 'Yes' and
'No'

The problem: Yes is shown as -1, No is shown as 0

Open the table - you should see the Yes/No data displayed as
-1 and 0

Go to Design View

Click the View button to enter the table design view

Access 2003 - 10 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Change the format of the Yes/No (Boolean) field

Clcik the Yes/No data field, then select Yes/No for


the Format menu at the bottom of the window

Back to data view

Click the View button again to go back to the table data view

Check everything looks ok

Your Yes/No data should now be shown as Yes and No

Access 2003 - 11 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Showing Evidence of Your Import
You need to prove tothe examiner that you have imported the CSV data using the correct data
types.

This lesson will show you how to take and print a screenshot to prove the import was correct.

Open the table in design view

Click the table to highlight it, then click Design

Take a screenshot of the table's design view

Press the Print Screen key on your keyboard


(often labeled PrtScr, PrntScr, or something
similar)

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Paste the screenshot into a word-processor document

Paste the screenshot and add your name and


details below

Select the screenshot to see the Picture Toolbar

Click the screenshot and the Picture Toolbar


should appear (if not, right-click and Show picture
toolbar)

Select the crop tool

Crop the screenshot

You only need to show the field names and data


types, so crop off the rest of the screenshot

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Resize the remaining screenshot

Turn off the crop tool then resize the remaining


part of the screenshot so that the writing is clear to
read

You can now print the document

Access 2003 - 14 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Creating Queries

Access 2003 - 15 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Creating a Simple Query
Create a new query

Go to the Queries section and click New

Select Design View

Although the wizard is sometimes quicker to use,


it can't always do what we need - stick to Design
View

Add in the table

Click the Add button to add the table into the


query builder

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Select the fields you need

Double-click each of the fields that you need -


you will see them added to the query builder grid

(If you add a field by mistake, click the grey bar


above the field to highlight it and then press the
Delete key)

Add the required criteria for each field

Enter the criteria specified for each field.

Criteria on the same row, all have to match (AND)


Criteria on different rows, any can match (OR)

Hide fields that are not required to be shown

Untick the Show boxes for those fields that are


part of the query, but should not be shown

Sort the data

Select Ascending or Descending sorting for the


required fields.

Note: Sorting is applied from left-to-right (so here


the Countries will be sorted first, and then the
Dates within each country)

Run the query

Click the View button to go to the data view and


run the query

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Check the results

Look at your query's results - do they seem correct?

Go back to design view to make any changes

Click the View button again to go back to the


query builder's design view

Close and save the query

Clcik the red cross to close the query and to save


it

Give the query a name (e.g. Q37 if it is part of Question 37)


Finished!

Access 2003 - 18 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Query Criteria for Text Fields
Queries work because you set the criteria for the records that you want to find.

This lesson will show you a range of criteria that can be used with text fields.

Find a specific word

Just type the word(s) in. Access will add speech


marks around the word(s) if you don't

Only records with the Country 'France' are shown

Find one of several possibilities

A number of alternatives can be specified by


adding them to different rows

Records with the Country set to either 'France' or


'Germany' are shown

Access 2003 - 19 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Find several different criteria

Criteria can be added to more than one field.

Note: When criteria are on the same row, both


criteria have to match (e.g. 'France' AND 'Paris')

Only records where Country is 'France' AND City


is 'Paris' are shown

Text starts with...

The symbol * represents 'anything'

So the criteria M* means that the data must begin


with the letter M, but the rest of the text can be
anything

Note: Access converts M* to the correct crieria:


Like "M*" (you do not need to type 'Like...' yourself)

Only records with City beginning with 'M' are shown

Text ends with...

The criteria *S means that any text will be


matched as long as the last letter is S

Access 2003 - 20 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Only records with City ending in 'S' are shown

Text contains...

The criteria *AN* means that the text can start


with anything, and end with anything, as long
as the letters AN are in the text somewhere

Only records with Country containing the letters


'AN' are shown

Word is exactly ... letters long

The symbol ? means any single letter

So the criteria "?????" means any word as long as


it has exactly 5 letters (Note: You need to type the
speech markls around this criteria)

Only the records which have City with 5 letters are


shown

Access 2003 - 21 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Text is not blank

Since * means anything, using it as the criteria for


a field will find those records which have
non-blank fields

Records where Notes contain some text (not


blank) are shown

Text is blank

The word Null means 'nothing'

Using Null as the criteria will find records which


have blank fields

Records where the Notes field is blank (Null) are


shown

Access 2003 - 22 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Query Criteria for Numeric Fields
Queries work because you set the criteria for the records that you want to find.

This lesson will show you a range of criteria that can be used with numeric fields.

Find a specific value

Just enter the number as the criteria

Only records where Quantity is exactly 50 are


shown

Find data that is less than a value

Use the 'less than' symbol (<) before the number

Only records where Quantity is less than 50 are


shown

Access 2003 - 23 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Find data that is less than or equal to a value (... or under)

Use the 'less than' sign (<), followed by the


'equals' sign (=) to make <=

Only records where the Quantity is 50 or less are


shown

Find data that is higher than a value

Use the 'greater than' sign (>)

Only records where Quantity is over 50 are shown

Find numbers that are not equal to a value

Use the word Not before the value

Access 2003 - 24 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Only records that have a Quantity that is not 50
are shown

Find values in a range (from ... to ...)

Write 'Between' the lower value 'And' the upper


value

Only records where the Quantity is between 10


and 20 are shown

Access 2003 - 25 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Query Criteria for Boolean Fields
Queries work because you set the criteria for the records that you want to find.

This lesson will show you a range of criteria that can be used with Boolean fields.

Find values that are Yes / True

Enter Yes as the criteria (without speech marks)

Only records that are Urgent are shown

Find values that are No / False

Enter No as the criteria

Only records that are not Urgent are shown

Access 2003 - 26 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Query Criteria for Date Fields
Queries work because you set the criteria for the records that you want to find.

This lesson will show you a range of criteria that can be used with date fields.

Find a specific date

Type the date as the criteria

Note: Access will add hash symbols around any


dates that you type (you don't need to do this
yourself)

Only records with Date of exactly 01/01/09 are


shown

Find dates after a given date

The 'greater than' sign (>) is placed before the


date

Only records with Dates after 01/03/09 are shown

Access 2003 - 27 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Find dates before a given date

The 'less than' sign (<) is placed before the date

Only records with Dates before 01/03/09 are


shown

Find dates in a given range

Type 'Between' the first date 'And' the last date

Only records with Dates between 01/03/09 and


31/03/09 are shown

Access 2003 - 28 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Adding a Calculated Field to a Query
New, calculated fields can be added to queries.

This lesson will show you how to add a new, calculated field

Type the calculation into a the query builder

Simply type in the field names and the operation


required (+, -, *, /)

Calculation becomes an expression

Access will convert your calculation into a


standard expression, called Expr1.

Access adds square brackets [ ] around each field


name. You don't need to type these yourself unless
the field name is more than one word, e.g.
[Quantity Ordered]

Change the expression's name

Highlight Expr1 and change it to the required field


name

The expression is now complete

Of course, you could just type this in directly!

Access 2003 - 29 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Alter the field format if needed

Right-click the field name and select Properties

Choose the format required

Pick the required format and/or the decimal


places

Run the query and check the results

Finished!

Access 2003 - 30 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Creating a Summary Query
Summary queries are used to summarise the data from many records.

This lesson will show you how to create a summary query

Start with a normal query

Begin creating a query just as you normally would

Show the Totals row

Click the Totals button to show/hide the Total row

The Totals row is now visible

The Total row is what makes a summary query


different from a normal query

Add fields to the query

Notice that the Total row says Group By under


each new field

Access 2003 - 31 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Choose the summarisation

Under the fields that you want to summarise, pick the how you want
the data summarised: Sum, Avg, Min, Max, Count

In this example, the query will count the number of Items

Leave one field to Group By

One field only must have the Total row set to


Group By - this is the field that you are using to
group the summary data

In this example, the data will be summarised by


Country: For each Country the query will show
Item count and the sum of the Price

Run the query to see the summarised data

The ouput of the query will show the summarised


data.

In this example, you can see the data has been


grouped by country.

(You can see that there are 13 items from


England, worth a total of £71.55)

Access 2003 - 32 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Creating Reports

Access 2003 - 33 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Creating a Report
Reports are used to present a collection of data, usually ready for printing.

This lesson will show you how to create a well-formatted report

Always start with a query

Your query will do all the hard work of getting the


data for your report together

Check that your query works

Does the data from your query look ok?

Check the correct records are shown, the correct


fields are visible, and the data is sorted correctly

Create a new report

Go to the Reports section and click New

Access 2003 - 34 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Start the Report Wizard

Select the Report Wizard and pick the query that


you created

Step 1 of the Report Wizard - Select the fields

Your query has already chosen fields that you


need - you just need to put them into the report.

Move all of the fields to the Selected Fields box


using the 'Move All' button

All fields are now in the report

Click Next

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Step 2 of the Report Wizard - No Grouping required

Click Next

Step 3 of the Report Wizard - Select sorting options

Your query should have sorted your data, but


sometimes you need to select the options here too

Step 4 of the Report Wizard - Chose the page orientation

Pick Portrait or Landscape and then click Next

Access 2003 - 36 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Step 5 of the Report Wizard - Pick a style for the report

Select any style (they aren all ugly!) then click


Next

Final step of the Report Wizard - Enter a title for the Report

The title you enter here will appear at the top of


the finished report.

Click Finish

Access 2003 - 37 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Preview your report

There are still a couple of things to do before you


can print the report...

Check the report closely for problems

Sometimes data or labels are truncated (cut off).

These need to be resized

Go to design view

Click the View button to go to the report design


view

Access 2003 - 38 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


The report design view

Adjust the relevent labels and/or fields

The label (the top one) and the data field (the bottom one)
can both be adjusted at the same time...

Click on one, hold down the Shift key, and click the second.

The label and field can now be resized / moved together

Make all labels and/or data fields visible

Check the report

All labels and data should be visible

Make room to add your name to the page footer

Make some room in the Page Footer by dragging


the bottom edge downwards

Access 2003 - 39 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Select a new Label from the Toolbox

For simple items of text, a label is all that is needed.

If the Toolbox is not visible, click the View menu, then Toolbox

Write your name

Click and drag to create a label box, then type


your name into the box

Note: Do not type your name into one of the


textboxes that are already in the page footer (the
date and page number).

You can, however, delete these to make more


room for your name label if you wish

Access 2003 - 40 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Do a final check of the report

If everything is ok, print it!

Access 2003 - 41 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Adding a Summary Field to a Report
It is quite common to want to see some kind of summary data at the bottom of a report: a total,
an average, etc.

This lesson will show you how to add a summary field under a report data column

The Report Footer is the area just below the last record

Note: The Report Footer is totally seperate from


the Page Footer

The Report Footer appears just once, at the end


of the report (even if the report is 10 pages long)
whereas the Page Footer appears on every page

The Report Footer is the perfect place to add


summary fields, such as totals or averages

Open up the Report Footer

Drag down the bottom edge of the Report Footer


to make room for the summary field

Access 2003 - 42 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Select a new textbox from the Toolbox

You need to use a textbox for the summary since you will be typing in a
formula.

Formulas do not work in labels, only in textboxes

Add the textbox under the column you wish to summarise

The textbox comes with its own label

Type the text for the label

The label text should indicate what the summary


field contains

Type the formula into the textbox

The formula is similar to a spreadsheet formula:

=SUM( field ) to add up the field column


=AVG( field ) to average the field column
=MIN( field ) to find the smallest value
=MAX( field ) to find the biggest value
=COUNT( field ) to count the values

Access 2003 - 43 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Alter the format of the summary field

Right-click, and select Properties

Select the format and/or decimal places

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Preview the report to check the summary field is ok

Zoom in to check the field

Make sure that the label and data are visible, and
the formatting is correct

Access 2003 - 45 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Creating Labels
The records from your database can be printed onto sheets of sticky labels

This lesson will show you how to create a label report

Note: just as with a normal report, you should always create a query first to collect the data
you need

Create a new report

Go to the Reports section, then click New

Select the Label Wizard

Select Label Wizard and pick the query that you


created

Access 2003 - 46 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed


Step 1 of the Label Wizard - Label page layout

Choose a layout that gives you the correct number


of labels across the page (side-by-side). Then
click Next

(Stick to the first label in the Avery collection - the


labels are a good size)

Step 2 of the Label Wizard - Fonts

leave the font on its default settings. Just click Next

Step 3 of the Label Wizard - Layout the label

First add details such as headings and your name


- simply click on the prototype label and type

Add in the fields in the required positions


(normally one per line)

When the label has been designed, click Next

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Step 4 of the Label Wizard - Sorting options

Your query should have set the sorting options,


but you can do it here too. Click Next

Final step of the Label Wizard - Title

You can use any title - it never gets printed.

Click Finish

Preview your sheet of labels

Check the labels look ok, and that they fit on the
page

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Adjust the label if needed

Go to the label design view to adjust any of the


text / fields.

Select a field and change the font / bold /


alignment as needed

Final check

Preview the labels one last time.

If they look ok, print them

Access 2003 - 49 Copyright 2009 Steve Copley (www.igcseict.info) CC Licensed

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