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Jan's Working with Databases

Forms & Reports: Summary

Forms and reports are the usual way that you interact with a database. Forms allow you to enter new records and edit existing records. Reports allow you to sort and group results to show just exactly what you want to see. Reports can show totals (Sum, Avg, Min, Max, Count, etc.) for the whole report or for groups.

Forms and reports are similar in the way that you create and manage them, though each type has its own special features.

A well-designed form is easy to read and easy to use. For a data entry form, the controls should be in an order that matches the source that the user is using to enter new data. Backgrounds should not interfere with reading the data. Calculated values should be clearly different from values that the user must enter.

A well-designed report prints neatly and is easy to read. Groupings and totals are clearly labeled. The report fits on the page and the controls show all of the data from the control's source. Nothing is cut off.

The Property Sheet manages the look and behavior of the whole form/report, each section, and each control. There are a large number of properties for most objects.

The Page Setup dialog controls the pages of a print-out, including margins, orientation, and the number and size of columns.

Images that are not part of records can be inserted with an Image control. Bound object frames are needed for images that are part of a record. Adding images, attachments, or OLE objects to records can greatly increase the size of the database.

Compacting a database will usually reduce its file size. It is important to compact regularly and to keep backup copies of your database.

You can create totals using aggregate functions, like Sum and Average, for a whole report or for groups in a report. Doing totals for calculated controls can usually be done but requires extra effort.

You can combine two or more forms/reports into a single object by using subforms/subreports. The subform/subreport must be linked to the main form/report if you want to show only the data that matches the current record.

Access includes a number of wizards to help you create and manage objects. The Label Wizard and Chart Wizard create specialty reports. The Form and Report Wizards create a basic form/report based on one or more tables and queries. The Subform and Subreport Wizards automatically link to the main form/report to synchronize records.


What You Printed for Project 4: Forms & Reports

Lesson What is it? # of pages
1. Printable Form Form: Projects Form-Print 3
2. Groups Report: Clients-by country and postal code 3
3. Totals - Simple Report: Clients - country totals - last page 1
4. Totals - Simple Report: Trips by Clients - Numbered 1
5. Totals - Calculated Report: Trips by Agent - Cumulative Total 1
6. Label Wizard Report: Labels-Mailing for Clients 1
7. Chart Wizard Report: Chart-Trip Totals by Agent 1
8. Multiple Columns Report: Clients - country totals-3col
2
9. Subreports Report: Agent Trips with subreport totals 1
10. Subreports Report: Agents-with Clients- page 1 1

Skills Covered

Form Wizard
  • Use the Form Wizard to create a form

Controls

  • Copy and paste a form in Navigation pane
  • Position and size controls and labels
  • Format control and label
  • Use Format Painter
  • Create and format an unbound label
  • Format a section, Form Footer

Create Form Manually

  • Create a blank form
  • Add multiple controls from Field List
  • Resize multiple controls: Drag
  • Resize and position control(s)
  • Move control without moving label
  • Add non-adjacent fields from Field List
  • Align controls and labels
  • Resize control with Property Sheet
  • Check alignment with ruler
  • Resize form
  • Add a title control to Form Header

Format Form

  • Change spacing
  • Edit labels
  • Draw a rectangle
  • Format a rectangle and send to back
  • Copy and paste controls from another form
  • Change the tab order for Form View
  • Remove a control from the tab order and d isable a control for editing

Tab Control

  • Create a tab control
  • Rename tabs
  • Format tab text
  • Add and configure tab pages, including multiple rows
  • Move controls to tab pages
  • Verify tab page content
  • Edit Property Sheet
  • Resize form
  • Verify order of tab pages
  • Set Scroll Bars property

Data Properties

  • Create a Read-Only form
  • Create a data entry form

Form Images

  • Backup database and compare size with original
  • Create a new AutoForm
  • Add a background image
  • View Help on a property
  • Use Property Sheet to control image display
  • Change an image with Property Sheet
  • Format an Image control
  • Edit Header table
  • Access 2010, 2013, 2016: Remove layout table
  • Add control to form header; format form header
  • Compare file size after adding image and background

Record Images: Bound Object Frame

  • Insert images in datasheet Attachment field
  • Format an Attachment control with Property Sheet
  • Compare database file sizes
  • Compact database and compare again

Printable Form

  • Change Page Setup for printing the form
  • Resize form to fit on page
  • Change Back Color
  • Change Alternate Back Color
  • Change border and Special Effect
  • CanGrow property

Report Wizard

  • Use the Report Wizard to create a report

Create Report Manually

  • Create a blank report
  • Add controls
  • Create a calculated text value
  • Remove unneeded controls; format calculated control
  • Handle a circular reference in a calculated control

Groups

  • Create group
  • Add and format divider line
  • Fix layout problems
  • Sort in groups
  • Add page numbers and total number of pages
  • Add control to Report Header and format
  • Create a second group with a header

Totals - Simple

  • Count records with the Count(*) function for groups and the whole report
  • Use the Report Wizard to create a simple SUM of field values for group and whole report
  • Edit report
  • Create a running sum in the Detail section
  • Number records with Running Sum

Totals-Calculated Values

  • Plan report first
  • Use Query Builder to create a Record Source
  • Add controls and labels
  • Paste a control's label to different section
  • Create a group and edit layout
  • Create a calculated control
  • Create a total of calculated values for group and whole report with:
    Method 1: Repeating calculation in Total control
    Method 2: Query with calculated field
    Method 3: Running Sum property

Sharing

  • Export a report as a file in various formats:
        Excel format
        RTF format
        HTML format
        Text format

Switchboard Form

  • Create a switchboard with Switchboard Manager
  • Edit a Switchboard
  • Require the Switchboard to load at startup of database
  • Format Switchboard
  • Inspect how a switchboard works
     Access 2010, 2013, 2016:
  • Create a Navigation Form
  • Customize a Navigation Form

Custom Dialog

  • Create a select query, a simple reporta, and a custom form
  • Modify a form to choose values for the Parameter query
  • Use List Box Wizard
  • Use the Command Button Wizard
  • Edit a query to use form values as parameters
  • Test query, form, report interaction
  • Add a macro to the OnOpen event of a report to open the form for parameters
  • Add a macro to the OnClose event of a report to close a hidden form
  • Add a macro to the OnClick event of a command button to hide the form

Label Wizard

  • Use the Label Wizard

Chart Wizard

  • Create a query from one embedded in a report
  • Edit query
  • Use the Chart Wizard
  • Center chart on page
  • Format chart in Microsoft Graph

Multiple Columns

  • Copy and Paste existing single-column report
  • Edit report to fit in narrow column
  • Use Page Setup to create multiple columns with full-width report header

Subforms

  • Add a subform using drag-and-drop
  • Change the source of a subform
  • Edit a subform in a new tab
  • Format a subform control
  • Edit subform datasheet from parent form view
  • Add a subform form with tool on Controls palette
  • Rename a subform
  • Modify form source
  • Format subform

Subreports

  • Copy and Paste existing reports to be parent report and subreport
  • Edit subreport
  • Add a subreport using drag-and-drop to report's footer
  • Create a new report
  • Create a subreport with the Subreport tool
  • Edit subreport
  • Hide duplicate records
  • Remove unwanted white space with Can Shrink

Skills in Exercises

Ex. 4-1 Scouts

  • Create data entry form
  • Create a query to use as row source for form
  • Create form based on crosstab query
  • Create form for printing
  • Create form with subform
  • Create report with groups
  • Edit an existing report to show different data
  • Create a report with Totals
  • Create a chart report
  • Create a report with a subreport

Ex. 4-2 Ornaments

  • Rename an existing database
  • Create and revise a form
  • Insert images into records
  • Print form records
  • Create a report that calculates totals
  • Icon: New Skill Create an AutoExec macro
  • Document a macro

Ex. 4-3 Computers Today

  • Link tables
  • Create data entry form with subform
  • Icon: New Skill Create an Option group
  • Create report calculating totals
  • Create report with subreport in each record

Important Terms

#Error

#Name?

action

aggregate function

align

argument

attached

Attachment control

Auto Activate

AutoForm

AutoFormat

Avery

background

backup

bound control

bound object frame

calculated control

Can Grow

Can Shrink

chart

Chart Wizard

check box

Child

circular reference

clip

column

combo box

compact

concatenate

control

Control Source

Controls palette

Count(*)

crop

custom dialog

data entry form

default data

delimiter

detailed report

divider line

ellipsis button

embed

event

expression

Expression Builder

external data

Field List

file size

form

Form Header/Footer

Form Wizard

Format Painter

function

grid (Form or Report Design)

grid (Query Design)

group

Group Header/Footer

Group, Sort, and Total

handles

Hide Duplicates

HTML format

Image control

label

Label Wizard

layout

Link Master Fields;
Link Child Fields

list box

macro

Macro Builder

mailing labels

main form

main report

margins

Microsoft Graph

modal

modeless

multiple columns

Navigation Form

nested

OLE object

option button

page (tab control)

Page Header/Footer

Page Setup

Parent

path

popup

Print dialog

property

Property Sheet

prototype

Query Builder

Read-only

Record Source

report

Report Header/Footer

Report Wizard

RTF format

running sum

section

SQL statement

stretch

subform

subreport

summary report

switchboard

Switchboard Manager

switchboard pages

synchronize

syntax

tab control

tab page

texture

tiling

toggle button

truncate

unbound control

unbound object frame

View: Design

View: Form

View: Layout

View: Print Preview

View: Report View

Visual Basic

watermark

zoom