Office 365: Access Essential Training

Learn how to build databases to store and retrieve your data more efficiently in the Office 365 version of Access.

Introduction

• Welcome
• Using the exercise files
• Challenges explained

1. Getting Started

• Key database concepts
• Launching Access and the backstage screen
• Creating the database file
• Understanding the Trust Center
• Digging into Ribbon tabs
• Using the Navigation pane
• Using the Tell Me feature
• Using the Quick Access Toolbar
• Signing in to a Microsoft account
• Making backups
• Accessing Access help

2. Creating Tables

• Understanding table structure and relationships
• Creating a table and setting data types
• Entering data
• Understanding primary and foreign keys
• Importing tables

3. Setting Field Properties

• Establishing relationships and maintaining referential integrity
• Editing table structure in Design view
• Controlling input with masks
• Setting the default value
• Establishing validation rules
• Creating lookup fields
• Setting additional field properties
• Challenge: Creating tables
• Solution: Creating tables

4. Organizing Records

• Formatting columns
• Sorting table data
• Filtering table data
• Searching and replacing values

5. Using Queries

• Searching and replacing values
• Creating queries with the Simple Query Wizard
• Building queries in Design view
• Establishing constraints with criteria
• Specifying criteria with wildcards
• Leveraging multiple criteria with AND and OR statements
• Filtering with mathematical comparisons
• Creating flexible queries with parameter requests
• Building expressions
• Obtaining summary statistics
• Challenge: Creating queries
• Solution: Creating queries

6. Working with Specialty Queries

• Using update queries
• Using make table queries
• Finding unmatched records
• Using delete queries
• Using append queries
• Creating a union query in SQL view
• Getting a different look with crosstab queries

7. Creating Forms

• Understanding the role of forms
• Generating forms from tables
• Adjusting form elements in Layout view
• Using the Form Wizard

8. Designing Forms

• Creating forms in Design view
• Exploring the form property sheet
• Setting data sources
• Adding components with form controls
• Understanding input boxes
• Record navigation
• Adding buttons
• Assigning a tab order
• Checking out the More Forms options
• Creating a navigation form
• Challenge: Creating forms
• Solution: Creating forms

9. Creating Reports

• Introducing reports
• Using the Report Wizard
• Creating a report in Design view
• Editing a report in Layout view
• Grouping and sorting records
• Creating calculated totals
• Applying conditional formatting rules
• Creating labels
• Adjusting print settings
• Challenge: Creating reports
• Solution: Creating reports

10. Working with Macros

• Creating macros
• Embedding macros into buttons
• Attaching data macros to tables
• Launching macros at startup

11. Integrating Access with the Office Suite

• Exporting tables to Excel
• Emailing with macros
• Linking to data in an Outlook database
• Setting up labels and mail merge documents in Word

12. Maintaining the Database

• Organizing the navigation pane with custom groups
• Compacting and repairing the database
• Examining database object dependencies
• Documenting your work
• Printing the blueprint of your database with the Database Documenter
• Splitting a database into front and back ends
• Protecting the database with a password
• Creating custom Ribbon tabs
• Setting startup options and custom icons

Conclusion

• Next steps