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Access 2007 Advanced

Sample

Corporate Training Materials
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TABLE OF CONTENTS
Preface ..............................................................................................................................................3 What is Courseware? ................................................................................................................................ 3 How Do I Customize My Course? .............................................................................................................. 3 Materials Required ................................................................................................................................... 4 Maximizing Your Training Power.............................................................................................................. 5 Icebreakers ........................................................................................................................................6 Icebreaker: Friends Indeed........................................................................................................................ 7 Training Manual Sample.....................................................................................................................8 Sample Module: Advanced Table Tasks.................................................................................................... 9 Instructor Guide Sample................................................................................................................... 16 Sample Module: Advanced Table Tasks.................................................................................................. 17 Activities ......................................................................................................................................... 28 Quick Reference Sheets.................................................................................................................... 30 Certificate of Completion ................................................................................................................. 32 HTML Material ................................................................................................................................. 34 PowerPoint Sample.......................................................................................................................... 41

Preface
What is Courseware?
Welcome to Corporate Training Materials, a completely new training experience! Our courseware packages offer you top-quality training materials that are customizable, user-friendly, educational, and fun. We provide your materials, materials for the student, PowerPoint slides, and a takehome reference sheet for the student. You simply need to prepare and train! Best of all, our courseware packages are created in Microsoft Office and can be opened using any version of Word and PowerPoint. (Most other word processing and presentation programs support these formats, too.) This means that you can customize the content, add your logo, change the color scheme, and easily print and e-mail training materials.

How Do I Customize My Course?
Customizing your course is easy. To edit text, just click and type as you would with any document. This is particularly convenient if you want to add customized statistics for your region, special examples for your participants’ industry, or additional information. You can, of course, also use all of your word processor’s other features, including text formatting and editing tools (such as cutting and pasting). To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click “Update entire table” and press OK.

(You will also want to perform this step if you add modules or move them around.) If you want to change the way text looks, you can format any piece of text any way you want. However, to make it easy, we have used styles so that you can update all the text at once. If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting. In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will then produce the Modify Style options window where you can set your preferred style options.

For example, if we wanted to change our Heading 1 style, used for Module Titles, this is what we would do:

Now, we can change our formatting and it will apply to all the headings in the document. For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by Corporate Training Materials.

Materials Required
All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard or chalkboard instead.) We recommend that each participant have a copy of the Training Manual, and that you review each module before training to ensure you have any special materials required. Worksheets and handouts are included within a separate activities folder and can be reproduced and used where indicated. If you would like to save paper, these worksheets are easily transferrable to a flip chart paper format, instead of having individual worksheets.

so we thought we would share some of our tips with you. For more information. by trainers. Participants are much more receptive to learning if they understand why they are learning it and how they can apply it in their daily lives. for PowerPoint slides Quick Reference Sheets for students to take home Timer or watch (separate from your laptop) Masking tape Blank paper Maximizing Your Training Power We have just one more thing for you before you get started. case studies. If you go into a training session with that attitude. Enjoy it. while still others need a hands-on approach. Different people learn in different ways. Most importantly. time for the training! . and make the most of it in your workshops. Make it relevant. and stories that are relevant to the group. they want to know how it will benefit them and make their lives easier.We recommend these additional materials for all workshops: • • • • • Laptop with projector. Identify whether your participants are strangers or whether they work together. • • And now. learn from it. small group work. to help you create an engaging. Many trainers find that they learn something each time they teach a workshop. you will find that your results will increase a thousand-fold. Keep an open mind. so use different types of activities to balance it all out. and mini-lectures. Mix up the activities to include individual work. some people learn by reading. Most people do not enjoy sitting and listening to someone else talk for hours at a time. Tailor your approach appropriately. large group discussions. we suggest Experiential Learning by David Kolb. • Make it customized. Take every opportunity to tie what you are teaching back to real life. Make use of the tips in this book and your own experience to keep your participants engaged. By tailoring each course to your participants. unforgettable experience for your participants. o o Use examples.) o • Make it fun and interactive. (For example. Our company is built for trainers. while others learn by talking about it. you will find that there can be an amazing two-way flow of information between the trainer and trainees.

. an icebreaker is a great way to introduce everyone to each other. If the participants are new to each other. as it helps “break the ice” with the participants.Icebreakers Each course is provided with a wide range of interactive Icebreakers. Below you will see one of the icebreakers that can be utilized from the Icebreakers folder. If the participants all know each other it can still help loosen up the room and begin the training session on positive note. The trainer can utilize an Icebreaker to help facilitate the beginning of the course.

Materials Required • • Name card for each person Markers Preparation Have participants fill out their name card. Play a few rounds until everyone has had a chance to move around. body-checking. shoulder to shoulder. .Icebreaker: Friends Indeed Purpose Have the participants moving around and help to make introductions to each other. They should place their name card at their feet. You will call out a statement that applies to you. The rules: • • You cannot move immediately to your left or right. or back to your place. punching. Examples: • • • Friends who have cats at home Friends who are wearing blue Friends who don’t like ice cream The odd person out must stand in the center and make a statement. Activity Explain that there is one less place than people in the group. Let’s be adults: no kicking. Then. Then they can take a step back. as you are in the middle and will be participating. etc. ask participants to stand in a circle. and anyone to whom that statement applies must find another place in the circle. You as the facilitator should take the place in the center of the circle.

It is in the same format and contains the same material as the Instructor Guide. It provides each participant with a copy of the material where they can follow along with the instructor. The Training Manual can be easily updated. but does not contain the Lesson Plans box which assists the trainer during facilitation. which is the shown after the Training Manual sample. Each of our courses contains twelve modules with three to five lessons per module. or customized to add your business name and company logo or that of your clients. edited. .Training Manual Sample On the following pages is a sample module from our Training Manual.

moving and removing controls Formatting controls Setting the primary key Let’s begin by learning how to use the property sheet in Access 2007. Chinese Proverb Sample Module: Advanced Table Tasks Once you have tables created in Access 2007. . In this module. you are going to learn the following concepts in Access 2007: • • • • Using the property sheet Adding.Learning is like rowing upstream: not to advance is to drop back. you can use advanced settings to set properties and controls.

• • Select the Design View Review the various options available to you on the property sheet. Let’s take a moment to view a basic property sheet in a table object. Click on the View button in the Views group pane on the Home tab. The property sheet appears on the following objects: • Tables • Queries • Fields • Forms • Reports • Data access pages • Controls For each type of object.Using the Property Sheet The property sheet is a pane that appears in Design View usually on the right side of the screen. follow these steps to access the property sheet. the property sheet offers different property settings. but one form object field contains 46 settings. when creating your database at work or home. In this workshop. take a moment to explore the features of the property sheets you see when creating an object. For example. you will have a few minutes to explore the various options. • • Open the table. . After you have created your tables. The settings range from visual appearances to setting filters and validation rules. the property sheet on a table object contains approximately 15 property settings. however.

At this point. Next. we are going to learn about controls. . we are not going to make any major property changes to the table. Just remember that you do have these options and you can explore these further when you are building your database.

• If you wish to move the existing controls on your form. and remove a control on a form. move. controls are automatically created with the fields created on the table. execute action and allows you to increase the appeal of a form or report. Make sure you are in the design mode and access the Format tab in the Form Layout Tools tab. You can add other controls to the form rearrange and remove controls with ease in Access 2007. and Removing Controls The control feature in Access 2007 helps to display data. • • • After you have created your form. Whenever you create a form. Add a Date and Time control by clicking the Date and Time tool object under the Controls pane. Moving. .Adding. Let’s take a moment to add. follow these steps to add a control. • You can move the objects by grabbing the object and dragging it to the desired position. click on the Arrange contextual tab and use one of the many tools to manipulate your controls.

simple right-click and select delete. .• To delete a control.

There are many ways to format the controls on your form or report. . • You can also use the Arrange tab to make formatting changes. In this case. alignment and other features.Formatting Controls Formatting a control is easy to do in Access. you can use the property sheet to make format changes. select the name field and adjust the font. The look of the control can be adjusted by several means. Personalize your interface object by using the following methods to formatting controls: • • Select a control you wish to format. using the Format tab. Use the formatting tools in the Design tab to change the look of the control. • Finally.

Setting these fields to be the primary key will help to prevent duplicating records when the product or person being entered is unique. which is set to be the primary key. Access automatically creates an auto-numbering field. • You can keep the ID auto-number field or delete it if you do not need it. product serial number or VIN number.Setting the Primary Key Whenever you create a new table. Here is how you set a primary key: • • Open a table and go into the Design View. There are times when you may want to use a unique identification number like a social security number. Highlight the field you wish to make the primary key. .

They differ in that the Instructor Guide is customized towards the trainer. recommended activities.Instructor Guide Sample On the following pages is a sample module from our Instructor Guide. and Training Manual is customized for the participant. Each Instructor Guide and Training Manual mirrors each other in terms of the content. The Lesson Plan box gives an estimated time to complete the lesson. The key benefit for the trainer is the Lesson Plan box. It provides the instructor with a copy of the material and a Lesson Plans box. It provides a standardized set of tools to assist the instructor train that particular lesson. and additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips. . any materials that are needed for the lesson.

In this module.Learning is like rowing upstream: not to advance is to drop back. you can use advanced settings to set properties and controls. you are going to learn the following concepts in Access 2007: • • • • Using the property sheet Adding. . Chinese Proverb Sample Module: Advanced Table Tasks Once you have tables created in Access 2007. moving and removing controls Formatting controls Setting the primary key Let’s begin by learning how to use the property sheet in Access 2007.

Allow 5-7 minutes 9. • Materials Required • • Planning Checklist • • Prepare the classroom with the following items: computers with Access2007 on participant’s desktop. Have participants create three tables with the following fields: Recommended Activity a. Demonstrate the features of the property sheet 4. Vehicle_Inventory c. Sales_Personnel b. and facilitator’s computer with Access 2007 on the desktop. Dealer_Prep 7. screen. and queries in Access 2007. allow participants to explore the features of the property sheet 8. The property sheet is used to set the properties of objects like tables and forms and is accessed in the design view. Instruct the participants to work alone 5. Introduce the topic 2. forms. 1. Become familiar with the features found on the property sheet. projector. Database Set Up handout Create the tables in the handout for yourself before class begins.Using the Property Sheet Estimated Time Topic Objective Topic Summary 10 minutes Participants will understand how the property sheet modifies the properties of objects like tables. Review the talking points below 3. Debrief by encouraging questions . Once tables are created. Purchaser_Info d. Prepare enough handouts for each participant. Distribute database handout 6.

In this workshop. fields. Click on the View button in the Views group pane on the Home tab. • What objects contain a property sheet? Review Questions Tables. the property sheet on a table object contains approximately 15 property settings. when creating your database at work or home. however. the property sheet offers different property settings. queries.Stories to Share Delivery Tips None Monitor the room in case some participants are having difficulty creating the tables in the activity. forms. follow these steps to access the property sheet. For example. data access pages and controls The property sheet is a pane that appears in Design View usually on the right side of the screen. take a moment to explore the features of the property sheets you see when creating an object. reports. but one form object field contains 46 settings. you will have a few minutes to explore the various options. After you have created your tables. The property sheet appears on the following objects: • Tables • Queries • Fields • Forms • Reports • Data access pages • Controls For each type of object. The settings range from visual appearances to setting filters and validation rules. . Let’s take a moment to view a basic property sheet in a table object. • • Open the table.

At this point.• • Select the Design View Review the various options available to you on the property sheet. . Next. Just remember that you do have these options and you can explore these further when you are building your database. we are not going to make any major property changes to the table. we are going to learn about controls.

• 1. Have participants create a form using the Sales Personnel table 5. and remove a control from a form in Access 2007. and Removing Controls Estimated Time Topic Objective Topic Summary Materials Required 5 minutes Participants will add. Introduce the topic 2. Become familiar with adding. Have participants to work alone 7. . Tables created in last activity. moving. become familiar with creating a form. Debrief by encouraging questions Stories to Share Delivery Tips Review Questions None None • What questions do you have? Answer all questions and then continue. Moving. Allow 2-3 minutes 8. Demonstrate how to add. and have one ready before class.Adding. The form controls are located on the form layout tools contextual tab. move and remove a control Recommended Activity 4. Review the talking points below 3. move. Allow participants to add. and removing controls in Access 2007. move and remove a control 6. • Planning Checklist You are going to ask the participants to create a form.

You can add other controls to the form rearrange and remove controls with ease in Access 2007. Make sure you are in the design mode and access the Format tab in the Form Layout Tools tab. and remove a control on a form. • You can move the objects by grabbing the object and dragging it to the desired position. Let’s take a moment to add. Whenever you create a form. Add a Date and Time control by clicking the Date and Time tool object under the Controls pane. . • If you wish to move the existing controls on your form. follow these steps to add a control. controls are automatically created with the fields created on the table. • • • After you have created your form.The control feature in Access 2007 helps to display data. move. execute action and allows you to increase the appeal of a form or report. click on the Arrange contextual tab and use one of the many tools to manipulate your controls.

. simple right-click and select delete.• To delete a control.

Debrief by encouraging questions Review Questions • What questions do you have? Answer all questions and then continue. Allow 2-3 minutes 7. Controls can be formatted through the Format tab. Arrange tab and the property sheet. . Introduce the topic 2. Form created in the last activity • Become familiar with the features of the Format tab.Formatting Controls Estimated Time Topic Objective Topic Summary Materials Required Planning Checklist 5 Minutes Participants will format a control on a form in Access 2007. Demonstrate how to format a control on a form Recommended Activity 4. Allow participants to format a control 5. Review the talking points below 3. Have participants to work alone 6. 1. Arrange tab and the property sheet.

• Finally. There are many ways to format the controls on your form or report. Use the formatting tools in the Design tab to change the look of the control. Personalize your interface object by using the following methods to formatting controls: • • Select a control you wish to format. • You can also use the Arrange tab to make formatting changes. The look of the control can be adjusted by several means. select the name field and adjust the font. In this case. alignment and other features. using the Format tab. you can use the property sheet to make format changes. .Formatting a control is easy to do in Access.

Allow participants to set a primary key 6. Setting the primary key is achieved in the design view of a table. Allow 2-3 minutes 8. Distribute handout 5. Introduce the topic 2. Demonstrate how to set a primary key Recommended Activity 4. Review the talking points below 3. Setting Primary Key handout • • Become familiar with setting a primary key before class begins Prepare enough handouts for all participants 1. Debrief by encouraging questions • Review Questions When could you set your own primary key instead of using the one automatically generated by Access? When you have a unique identification number like a social security number or unique product serial number like a Vehicle Identification Number (VIN) . Have participants to work alone 7.Setting the Primary Key Estimated Time Topic Objective Topic Summary Materials Required Planning Checklist 7 minutes Participants will set a primary key on a form in Access 2007. Tables created earlier.

Access automatically creates an auto-numbering field. There are times when you may want to use a unique identification number like a social security number. . which is set to be the primary key. product serial number or VIN number. • You can keep the ID auto-number field or delete it if you do not need it. Here is how you set a primary key: • • Open a table and go into the Design View.Whenever you create a new table. Highlight the field you wish to make the primary key. Setting these fields to be the primary key will help to prevent duplicating records when the product or person being entered is unique.

They are located in the Activities folder and can be easily printed and edited for the participants. . The trainer can then utilize the Activities folder for the corresponding material and then provide it to the participants. Below you will see the Worksheets or Handouts that are utilized during the training of the above lesson. If a lesson calls for a Worksheet or Handout it will be listed in the Lesson Plan box under Materials Required. and are easily edited and customized.Activities During the facilitation of a lesson Worksheet or Handout may be utilized to help present the material. They are all on separate Word documents.

sale pending. . vehicle_Inventory and Purchaser_Info tables. Here are the tables and the columns for each: • Sales_Personnel o First_Name o Last_Name o Tax_ID o Hire_Date Vehicle_Inventory o Make o Model o Model_Year o Price o Sales_Rep o Status (Inventory. sold) o VIN Purchaser_Info o SSN o Cust_No o Customer_First_Name o Customer_Last_Name o Address o City o State o Zip o Telephone o Vehicle_Stock_ID Dealer_Prep o Vehicle o Inspected o Detailed o Lockbox_# • • • Input data into the Sales_Personnel.Sample Handout: Database Set Up Instructions: Take a moment to create tables in Access 2007.

They are used to provide the participants with a quick way to reference the material after the course has been completed. When a participant leaves with a Quick Reference Sheet it provides a great way to promote future business. They can be customized by the trainer to provide the material deemed the most important. .Quick Reference Sheets Below is an example of our Quick reference Sheets. They are also very useful as a take-away from the workshop when branded. They are a way the participants can look back and reference the material at a later date.

Make the selections necessary to make the button open a form. Click the Split Form tool object on the Forms tool pane on the Create tab. 1. Click the Modal Dialog button on the More Forms dropdown on the Forms tool pane on the Create tab. 4. you can still create a simple modal that guides your user. Begin by selecting a table and the Pivot Table option under More Forms in the Forms tool pane under the Create tab. Creating a Pivot Table Pivot tables give you the ability to analyze large amounts of data in a short amount of time. Select the fields you wish to be on the pivot table from the Pivot Table Field list dialogue box. 1. you see fit and save it as an object in Access 2007. Here is how you create a split form. You can take advantage of the best features of each object when in this mode. For example. Click the Button tool in the Controls tool pane on the Design contextual tab. Here is how you do it. Select the table you wish to create a split. or tables. 2. Click save the designed form 6. Modals can be used to help choose a set of reports.corporatetrainingmaterials. You can now review the table. 1. There are many uses for modal dialogs and their functionality can become complex and require more knowledge in understanding event properties. The data will automatically appear. 2011 www. Nonetheless. 3. 4. you can use the table part of the split form to find a record quickly. The split form comes up in design view where you can adjust to your liking. Creating a pivot table in Access 2007 is simple. 3. 3. Repeat steps 2 and 3 to add another form 5. © Corporate Training Materials. Save the form and it is ready to use. 4. Let’s create a modal that gives you a choice of launching one of two forms. 2. analyze however. Double-click the modal form to view it. 2. Once the record is located. Creating a Modal Dialog A modal dialog us a form that interrupts an action and has to be cleared before you can continue.Access 2007 Advanced Creating a Split-Form The Split Form tool is found under the Create tab and it allows you to view both the form and the table it is referencing in one view. forms.com . There are many ways to use modals. you can use the form portion of the split view and make edits to the record.

.Certificate of Completion Every course comes with a Certificate of Completion where the participants can be recognized for completing the course. It provides a record of their attendance and to be recognized for their participation in the workshop.

20___ Presenter Name and Title .CERTIFICATE OF COMPLETION [Name] Has mastered the course Access 2007 Advanced Awarded this _______ day of __________.

a LAN.HTML Material We also offer an HTML version of the material.html . We convert a Training Manual to HTML which provides a basic way of viewing the material through your Internet browser. The HTML material can be hosted and accessed on a local computer. The material is presented with a Table of Content along the left so you can navigate between modules and lessons. HTML provides the ability to offer a self-paced or off site version of the course.com/HTML_Sample/Access_2007_Advanced/index. It is also possible to provide remote access through the Internet. www. The link below will provide you the opportunity to view and navigate through the HTML format the same way a participant would experience it.corporatetrainingmaterials. or even your companies Intranet. There is also a set of navigation buttons along the top where you can just click though the material page by page.

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The slides are based on and created from the Training Manual. they help to focus on the important points of information presented during the training.PowerPoint Sample Below you will find the PowerPoint sample. PowerPoint slides are a great tool to use during the facilitation of the material. .