Access 2016: Forms and Reports

Learn how to use Access forms and reports to control and organize the display of your data, create data entry points and menus for your users, and publish reports.

Introduction

• Welcome
• Use the exercise files
• Add exercise files to a trusted location
• Challenges explained

1. Introduction to Forms

• The benefit of well designed forms
• Design for the end user
• Get to know the H+ Sport database
• Create a form with the form wizard
• Refine the form design in Layout view

2. Form Design Basics: Creating an Employee Directory

• Organize the form design
• Format objects and the Format Painter
• Object alignment
• Anchor controls
• Modify form properties
• Combine text boxes
• Add a form header
• Challenge: Exploring form properties
• Solution: Exploring form properties

3. Form and Report Controls

• Label control
• Lines and rectangles
• Organize screen space with tabs
• Button controls
• Link to external content
• Select data with a combo box
• Control input with option groups
• Attach external documents
• Add images to a form
• Embed a subform control
• Display a chart
• Link form controls
• Set the default properties for objects
• Edit the Tab Stop sequence

4. Getting Around the Database

• Create a main menu
• Refine button macros
• Create a data entry form
• Finalize the customer form
• Challenge: Navigate the database
• Solution: Navigate the database

5. Report Layout

• Organize records with group and sort
• Understanding report structure
• Build a report with the wizard
• Build a report from a query
• Format the report in Design view
• Apply conditional formatting rules
• Create calculation fields
• Add a report header
• Segment data into groups
• Challenge: Create an employee report
• Solution: Create an employee report

6. Linking Forms and Reports: Creating a Profit Summary

• Build the query
• Create the report structure
• Add data to the report
• Connect the form
• Connect the query
• Add line numbers to the report
• Launch the Main Menu form at startup

7. Printing and Exporting Reports

• Examine the Print Preview tab
• Automate the workflow with macros

8. Populating Business Documents

• Prepare the scanned template
• Select a single record from the database
• Construct the I-9 report
• Create a form letter

Conclusion

• Next steps