Access Tutorial Part 4-1

INFO 211 PSB
Access Tutorial Part 4

Reporting on the Data
To complete this lab, follow the steps outlined in the “Logging into Lynda.com” page in myClasses. Please watch the Access 2013
Essential Training with Adam Wilbert and then, practice your Access skills to create a simple database. Follow the steps below to
complete.
SET UP: As a starting point, you should use the Access database file you created for Part 3. In this tutorial, you will continue working
on the database you have created. If the queries in your database file do not match the names from the Part #3 Tutorial, that is fine,
you should simply substitute your object names for the ones in this guide. If you have any questions on how to setup the underlying
queries used in this tutorial, please go back and review the Part #3 tutorial.
CREATING A CUSTOMER REPORT: To build the customer report, we first need to open the
customer query we created in Part 3. In the Part 3 tutorial, this query was labeled q1Query, and
the results look like this when run:
1. Your query should return two columns of data sorted in ascending alphabetical order by
state name. To create a report based on this query (make sure that you have run the
query and have left the results open), click the Create ribbon and then click on the
Report button.
1
INFO 211 PSB
2. This will create a generic report using the default template and your query’s data is used to populate the report:
3. To give the report a more appropriate name, click on the title and rename the report C
ustomer Report. Your report should
now look like this:
4. Click the Save button and name your report Customer Report.
5. Close the report and save if prompted
2
INFO 211 PSB
CREATING A SALES REPORT To create a sales report, first locate the q3Query. It should look as follows when you run it:
6. This original query counted the number of orders containing the item “1L Clear Pure”.
Remember, your numbers may be different based on your additions.
7. To make the query more interesting, we will modify it slightly so that it summarizes total
sales (# orders) for every product our fictional company sells. To do this, open the query in
Design View.
8. Delete the criteria “1L Clear Pure”
9. Rerun the query. Your results should look as follows (remember, your numbers may be different):

10. To create a report based on this query (open it if you closed it already, select the Cr eate ribbon and then click on the Report
button. As with the previous report, edit the report’s title to Sales Report. Your new report should look like this:
3
INFO 211 PSB
11. Notice that the column labels show what the column is doing. To change that, click on CountOfQuantity and change this to
Total Sales.
12. Click the Save button and name your report Sales Report.
13. Close and save if prompted any reports or queries that are open.
CREATING A PRODUCT REPORT: To create a sales report, first locate the q4Query. It should look as follows when you run it:
14. To create a report based on this query (make sure that you have run the query and have left the results open), click the
Create ribbon and then click on the Report button. As with the previous report, edit the report’s title to Product Report.
Your new report should look like this:
4
INFO 211 PSB
15. Notice, by default, the report sums the prices of our six products. This doesn’t
make much sense, so we will edit the report to calculate the average price
instead.
16. Right click on the price total and find Total, then change the selection from
Sum to Average.
17. You can adjust the column size by clicking on it and dragging the box.
18. Your report should look as follows:
19. Close and save your report as Product Report.
5
INFO 211 PSB
CREATING A CUSTOMER STATE REPORT: To create a report of customers by state, first locate the q2Query. Open the query in
Design View. First, delete “Giant” as an Criteria, then click the Totals button.
20. Add a third column that will provide a count of the number of stores in each state. To do this, enter the following
information (exactly as I show below) into the empty third column:
21. Save the query and run it

22. You will notice, the Stores: portion of that expression changes the
column header and the Count(*) counts how many times that name
shows up in each state. So, there are 2 Giant stores in the state of
Maryland.
23. Save the changes
24. To create a report based on this query (make sure that you have run
the query and have left the results open), click the Create ribbon and then click on the Report button.
6
INFO 211 PSB
25. As with the previous report, edit the report’s title to Customer State Report.
26. If it looks good, save it as Customer State Report; verify that your report looks as follows:
Congratulations!
your reporting is done! Make sure you read the grading Rubric below.
CLOSE your Access file and SUBMIT it in myClasses
Description of Requirement Part 4 Points
Customer Report 5
Sales Report 5
Product Report 5
Customer State Report 5
Total: 20 Points

Access Tutorial Part 4-1

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Access Tutorial Part 4-1

Uploaded by

Copyright:

Available Formats

INFO 211 PSB