Access Forms & Reports:
Exercise 4-1

Title: Jan's Illustrated Computer Literacy 101
Did you want: Working with Databases: Access 2007, 2010, 2013, 2016


You need to use what you just learned and what you learned in the previous project, and maybe learn a little more. The exercises with databases will require more steps than in the other lessons!

Complete all parts of the following exercises. Don't forget to backup your Class disk when you have completed the exercises or whenever you stop for the day and saved a document along the way.

This exercise uses a file from the databases resource files. The default location for these files is c:\My Documents\complit101\databases\ You cannot make changes to these files and save them in the same place. Save the changed documents to your Class disk. This keeps the original resource files intact in case you need to start over or another student will be using this same computer.

Full floppy disk How to handle a full disk


Where you are:
JegsWorks > Lessons > Databases

Before you start...

Project 1: Intro

Project 2: Access Basics

Project 3: Tables & Queries

Project 4: Forms & Reports
    Import/Export/LinkTo subtopics
    Designing FormsTo subtopics
    Designing ReportsTo subtopics
    Special Forms & ReportsTo subtopics
    Summary
    Quiz
    Exercises Arrow: subtopic open
    Icon: Exercise Ex. 4-1 Scouts
    Icon: Exercise Ex. 4-2 Ornaments
    Icon: Exercise Ex. 4-3 Computers Today
    Icon: Exercise Ex. 4-4 On Your Own


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Appendix



Exercise Databases 4-1: Scouts


What you will do:

Import data and objects from external sources in different formats
Create relationships and correct imported queries
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

Some years ago when I was the Service Unit Manager (head local volunteer), I created a database for managing the Girl Scout troops and leaders in our service unit.  I have reduced the number of records and objects and have somewhat normalized the database for use here. I have learned more over the years about how this should have been done to start with!

You will import data in various formats to create the tables, so you won't have to enter many records. (Hurrah!) I actaully took my working copy of the database and exported the objects that you will import. The process of exporting changed some of them! You will see what kinds of difficulties that creates! It is fairly common to share tables with others or to purchase names/addresses list in various formats. You need to know what kinds of issues that can raise!

Disclaimer:
All of the names, phone numbers, and addresses are fictional and any correspondence to actual persons is coincidental. Girl Scouts of the USA has not approved this database in any way.

Start with:   Access open with no databases open, resource files

Importing:

Note: Be careful that you choose the correct file type in the Open dialog or you won't see the files you are looking for.

  1. Create a new blank database and name it gscouts-ex4-1.mdb.
     
  2. Import all of the tables and queries in the database gscouts-for import.mdb which should be in your resource files. Some of the queries will not work until you finish importing other tables.

    If you have not downloaded the whole set of resource files, you can find this file and others for the exercises at http://www.jegsworks.com/lessons/resources/databases_resources.
      
  3. Import the text file TrainingTypes.txt from your resource files as a new table named Training Types.
    For the Import Text Wizard you need to know:
    • The file is comma delimited text.
    • There is only 1 column of data.
    • The first row contains column headings.
    • Icon: New SkillThe text qualifier is a double quote (").
      If you do not specify the text qualifier, all of the values will include the quote marks!
    • Choose the field Event as the primary key. The values are unique.
       
    • Open the Table Design View and reduce the field size of the Event to 50.
       
  4. Import the spreadsheet file Adult Info.xls from your resource files as a table named Adult Info. (Remove the underscore that Access includes.)
     For the Import Spreadsheet Wizard you need to know:
    • First Row contains column headings.
    • Import all fields.
    • Select AdultID as primary key.

    Note: The original field names Home Phone # and Work Phone #  were changed during the export process, dropping the # symbol and instead using a period, like Home Phone . and Work Phone . That's strange enough, but, when you imported these fields, the periods were left off. Go figure!
     

  5. Import the dBase IV file TRAINING.dbf from your resource files.
    The Import Wizard runs all by itself. You don't need to make any choices! But you do need to know some quirks about DBF files:
    • dBase names are limited to 10 characters
    • dBase names can contain only letters, numbers, and the underscore character. No spaces!
    • dBase names must start with a letter.

    DBF format is often used for transferring data between different programs. You must be aware of the disastrous effects that these restrictions on names can have!

    Exporting into DBF format made several changes from the original. Sometimes these differences make a big difference.

    • Name of the original table Training Taken was changed to just Training, because of the space in the name.
    • The file's name and the field names were turned into all caps.
    • AutoNumber data was changed to just a number.
    • Rename the table back to its original name, Training Taken.
       
    • Change the Event field to be a Lookup field, using the Training Types table as its source.
       
    • Delete the TRAININGID field, which is not an AutoNumber field, and create a new AutoNumber field named TrainingID. Make it the primary key.
      (Once there is data in a record anywhere, you cannot change a field's data type to AutoNumber! AutoNumber fields are exported in other formats as just number fields.)
       

Relationships:

A troop can have several leaders or assistant leaders. An adult can be a leader in more than one troop and can take many different trainings. So you have several One-to-Many relationships. You can create joins but to enforce referential integrity (to get the symbols on the join lines) you must make some changes.

  1. Create relationships between the tables as shown below.

    The 3 fields named AdultID or ADULTID do not all have compatible data types! This is common with imported data when the primary key values are imported and are numbers. Access will not assign AutoNumber as the type to such fields. Complicating matters, once there is data in a record anywhere, you cannot change a field's data type to AutoNumber! You could delete the ID field and create a new ID field that has AutoNumber data type like you did above, BUT that might change the values for AdultID in the Adult Info table so that they would no longer match the values that already exist in the Leaders and Training Taken tables. So what can we do??
     

  2. Change the data type for all three fields (AdultID or ADULTID) to Long Integer.
     
  3. Enforce referential integrity on the three joins.
     
  4. Allow Cascading Updates.
    Now, if you change an AdultID or Troop #, the related records can update automatically. Sweet! The downside is that the id fields are not AutoNumbers. You must number them yourself.

    Relationships

    Examine the records and the design view of each table. Do you understand what kind of information goes in each one?

Correcting Broken Queries:

Some queries that you imported use tables that you imported from other sources. The joins may be missing and field names may be different! The dBase format, in particular, does not like long names or names with spaces. Eek!

  1. Open each query in Query Design View and create simple joins where needed.
    Some of the imported queries lost track of their tables.
     
  2. For any field that starts with Expr and a number, like Expr1:[Date] or Expr2:[Adult Info].[Last Name], revise to use an existing field from one of the displayed tables.
    You may only need to delete the new name, Expr1: or similar. Or, you may need to delete the column and drag the correct field down again yourself.

Data Entry Form:

  1. Use AutoForm to create a simple form for the Training Taken table with which to add records when new training is given.
     
  2. Make it a Data Entry type (so that it opens directly to a blank record and does not show existing records).
     
  3. Name the form Add Training records.
     
  4. Create source query for a control:
    • Icon: New Skill Change the ADULTID control to a combo box.
      (Right click on the control. Choose Change To, Combo Box.)
    • Use the Query Builder for the Control Source for the control to create a query as shown below.
      (Click in the source property in the Properties dialog and then on the ellipsis button.)
      The query should show AdultID from the Adult Info table and a calculated Name field, which combines the last name and first name of the person. To sort alphabetically you must also include the Last Name and First Name fields, but you do not wantr them to show in the query results.
    • Save it as QName.
    • Make any needed changes in the controls properties so that you will see the names in the drop list but the form will store the ID number.

    Query Design View: QName

    Form: Training Taken - AdultID control Form: Training Taken- Event control

    The AdultID control is now a drop list. The Event control is already a drop list because it is a Lookup field in the table's design.

Add records:

  1. Use your new form to add a set of records for a new First Aid training on 11/18/2006, attended by Jan Smith, Cindy Brown, Carolyn Roberts, Lillian Felton, Jan O'Flannery, and Karen Trapp.
    TipTip 1: AutoFill
    The combo box controls will autofill as you type.  (Names are listed with the last name first in ADULTID). Just type the first letter of the last name that you want and then the next letter...
    TipTip 2: Duplicate values with key combo
    When a sequence of new records shares some of the same data, like the Date and Event for this exercise, you must actually enter all of the values only for the first new record. For the remaining records, when data is the same as the previous record, just click in the text box and use the key combo CTRL + '  (That is, hold the CTRL key down and press the apostrophe key). The data from the preceding record is copied into the control.
     
  2. Close the form.
     

Form for Viewing Data only:

  1. Open the Query Design View of the crosstab query QLeaders Trained In?
     
  2. If necessary, recreate the joins and remove any new column names like Expr1: and Expr2:
     
  3. Inspect and run this query.
     
    What does it do?? It shows us the most recent date (Max function) that a leader or co-leader took a training course. (Position Code less than 990 means the person is still active)
     
  4. Use the Form Wizard to create a form named Leaders Trained In? to view the results of the crosstab query. (This form cannot be used to change the records since it is based on a Crosstab query.)
     
  5. Title: Add a title to the Form Header, Leaders Trained In?.
     
  6. Resize: Revise the label and text box sizes so that all of the text shows and there is room for the widest possible dates (2 digit month, 2 digit day, 2006). Remember - the more wide characters that may show, the wider the control must be.
     
  7. Layout: Rearrange the controls to put the trainings into 3 groups - Basics, Skills, Positions.
     
    Basics includes Orientation, Adult, age-level trainings, Intro to the Outdoors, Basic Outdoor Skills, CPR, and First Aid. Positions includes training for particular adult-level jobs. Skills includes trainings for particular kinds of activities.
     
  8. Tab Order: Adjust the tab order so that a user can tab through the controls in a logical order.
     
  9. Images: Add the images fire.gif and redcross.gif from your resource files to your form, with solid borders. Position the fire beside the two outdoor training items. Position the red cross beside the First Aid and CPR items.

    Below are two example layouts. Your form is allowed to look different from the illustrations but should include the same kinds of groups! How pretty do you want to get??

    The first form below is a rearrangement of what the Form Wizard produced. The second version is close to what I actually used.  It adds some manually shadowed controls and a calculated control at the bottom which pulls the person's name together. So much easier to read than the two separate controls at the top. Plus, it made sense to put the name near the navigation bar. My eyes were already in that area as I looked for a particular person's records. You can be more creative, if you wish!

    Form: Leaders Training In? Form: Leaders Trained In? (actually used in the past)

  10. Icon: Save Save and close the form.

Printable Form:

You will now revise the form to print a copy of the results to give to leaders for them to use to verify the training taken. You need each record to print on a separate page.

  1. Printable formCopy the Leaders Trained In? form and name the copy Leaders Trained In? - printable.
     
  2. Make changes to the new form as needed so that it will print neatly, without a background.
    (Your form may look quite different from the illustration!)
     
    The Form Header prints only once, so you must move the title to another section, either the Page Header or at the top of the Detail section for the new form.
     
  3. Add your name to the Page Footer.
     
  4. Icon: Save Save the form.
     
  5. Icon: Print Print record #36 - Jan Smith.

Form with Tab Control:

All of those training groups could be put on tab pages to save a lot of space. For some purposes a tabbed control would make the form more awkward to use. It won't print well at all!

  1. Tabbed formCopy the Leaders Trained In? form and name the copy Leaders Trained In? - tabbed
     
  2. Add a tab control with 3 tab pages, named Basics, Positions, Skills.
     
  3. Move the training controls to the appropriate tab page.
    (Your form may look different from the illustration!)
     
    Be careful that you move the controls to the tab page and not UNDER the tab page!
     

Form with subform:

  1. Form with subformUse AutoForm to create a new form based on the query QLeaders Info. This query sorts the names.
     
  2. Name the form Adult Info.
     
  3. Create a new query that includes the table Troop Info and the fields AdultID and Position Code from the table Leaders. (You need a field that will link to the data in the main form.)
     
  4. Name the query QTroops with Leaders.
     
  5. Add a subform based on your new query to show the Troop Info for that person's troop(s). The field AdultID does not need to be on the subform, but the Position Code does.
    (If you use the Troop Info table instead of the query, you will see all troops, not just the ones that match the leader! )
     
  6. Change the subform to show in Form View instead of the default Datasheet View. Enlarge the subform enough that the navigation bar at the bottom shows. Some leaders may work with more than one troop!

    The illustration shows the form that AutoForm produces, with the default subform changed just to position the Position Code and remove AdultID.

    You can arrange and format your own form differently. Be sure to adjust the tab order for the form and the subform if you move controls into a different order.
     

  7. Navigate through all the records. Which adults work with more than one troop?
     
  8. Close the form.
     
Report with groups:

New leaders must take several trainings before starting to work with the girls. You will create a report that lists who has taken Orientation, grouped by date. This amounts to an attendance list of each event.

  1. Create a new report, based on the Training Taken table.
     
  2. Group the report on DATE. Keep the group header with the First Detail.
     
  3. Change the report's using Query Builder to a query that picks out just Orientation training and sorts the attendees alphabetically, and includes a calculated field for the full name.
    Do NOT save the query separately.
     
  4. Report Design View: Orientation TakenIn the Report Header, include the title "Orientation Taken" and the current date, centered on the page.
     
  5. In the group header, include the field DATE.
     
  6. In the Detail section include the full name of each attendee.
     (from the query or as a calculated control)
     
  7. Print Preview: Orientation TakenIncrease the font size for the names in the Detail section to 12 pts.
     
  8. Format the group header and report header with appropriately larger font size and more interesting fonts.
     
  9. Make the details use 2 columns.
     
  10. Add your name to the page footer.
     
  11. Icon: Save Save the report as Orientation Taken to Date
     
  12. Icon: Print Print this one page report.
  13. Close the report.
     
Report: First Aid trainingModify Report:

You can change the existing report to show other training list. You just have to change the source. The formatting and layout are all done! be sure that the new records you entered for 11/18/2006 show up!

  1. Icon: Save Save your report Orientation Taken to Date with a new name, First Aid Taken to Date.
     
  2. Make changes to the report so that it will list the First Aid training instead of Orientation.
     
  3. Change the title to match.
     
  4. Icon: Save Save your changes.
  5. Icon: Print Print this one page report.
  6. Close the report.
     
Report with totals:

One question asked every year is "How many girls do we have in troops?" A related question is "What percentage of the girls are in each age-level?" You will create a report to answer both of these questions at once.

  1. Inspect the datasheet and design for the query QGirls in Troop. You imported this one.
    What table is it based on? Are there criteria? Does the query sort?
     
  2. Add criteria so that results will not include zero as a Troop #. Save the query.
     
  3. Start a new report in Design View based on the query QGirls in Troop.
     
  4. Group the records on the Age Code field and sort ascending on Troop #.
    Include a group header and footer.
     
  5. Report Design View: Girls in Troops, by Age LevelIn the Report Header, include as a title Girls in Troops, by Age Level and the current date. Include a divider line of 2 pts width, running across the header (6")
     
  6. In the Report Header, add a control that calculates a grand total for # of girls.
     
  7. In the Age Code Header, add a control for Age-Level. This will work since there is exactly one Age-Level for each Age Code. Keep whole group together.

    Note: By using codes in addition to the names of the age levels, we can set up the sort order that we want. Daisies are the youngest. Then Brownies, Juniors, Cadettes, and Seniors. Not regular alphabetical order!
     
  8. In the Detail section, include controls with no labels for Troop # and # of girls.
     
  9. Print Preview: Girls in Troops, by Age LevelIn the Age Code footer, add a control that calculates the SUM of # of girls.
     
  10. Also add a control that calculates the percentage of the grand total each age level's SUM is. You will need to divide the group total by the grand total and format the control as Percentage (in the Properties dialog).
     
  11. To create column headings, in the Page Header add labels for Age Level, Troop #, # of girls, and %.
     
  12. Create two columns for the Detail section while letting the Report Header extend across the whole page.
     
  13. Add your name to the page footer.
     
  14. Icon: Save Save the report as Total Girls in Troops, by Age Level.
  15. Icon: Print Print this one page report.
  16. Close the report.
     
Report with chart
  1. Start the Chart Wizard in the New Report dialog.
    Use the table Troop Info as the source for the report.
     
  2. Select the fields Age Code, Age-Level, and # of girls to be in the query underlying the report. You will need the  Age Code field to change the sorting from alphabetical to from youngest to oldest later.
     
  3. Report: ChartChoose a 3-D column chart as the type.
     
  4. In the chart layout, the horizontal axis should be Age-Level, which is the default choice.
    The vertical axis should be Sum of# of girls, not SumOfAgeCode.
     
  5. Enter for the title of the chart Total Girls, by Age Level.
    Do not display the legend.
     
  6. In Report Design View, resize the chart to be about 3" wide and 2.25" tall.
    Why so small? You are going to include this chart in another report shortly.
  7. Add a label in the Page Header with your name.
     
  8. Revise chart:
    • Select the chart and open the Query Builder for the chart's source.
    • Add the field Age Code to the design grid and sort it Ascending.
    • Do not have this column display in the results of the query.
    • Add criteria to the Age Code column ensure that values must be less than 7. This will remove the SU column from the chart. There are no girls in that category anyway.
    • Save the changed query to the report, not as a separate query.
    • Format the horizontal axis to angle the labels to 45 degrees.
       
  9. Icon: Save Save the report as Chart: Total Girls, by Age Level
  10. Icon: Print Print this one page report.

Report with subreport:

Now you can put the chart into the report header for the report Total Girls in Troops, by Age Level. Because we carefully managed the columns and size of the chart, all should still fit on 1 page.

  1. Report: Total Girls in Troops, by Age Level, with chartOpen the report Total Girls in Troops, by Age Level in Report Design View.
     
  2.  Arrange the windows so you can see the Database Window as well as the report's design view.
     
  3. Drag the chart report from the Database Window and drop it at the bottom edge of the Report Header for Total Girls in Troops, by Age Level.
     
  4. Delete the label for the subreport and center the subreport in the enlarged Report Header.
     
  5. Save the revised report as Total Girls in Troops, by Age Level, with chart.
  6. Icon: Print Print this one page report.