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ACCESS 2007 Chapter 7 Microsoft Access 2007 – Level 1 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END MODIFYING, FILTERING, AND VIEWING DATA 7-1 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Performance Objectives • Filter data by Selection and by Form • Remove a filter • Summarize and analyze data in PivotTable view • Summarize and analyze data in PivotTable form • Summarize and analyze data in PivotChart view • View and customize document properties • View object dependencies END 7-2 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END Filtering Data A filter places a set of restrictions on records without changing the design or removing records from the database Drop-down sort and filter options Can use a filter in a table, query, form, or report 7-3 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Filtering Using the Filter Button Open an object (table, query, form, or report) Click any entry in the column to be filtered Click Drop-down sort and filter options Click to deselect all, then click as desired Click OK END 7-4 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 Removing a Filter LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END Click to switch between filtered and unfiltered views -does NOT remove the filter To remove the filter, click Advanced, Clear All Filters 7-5 Copyright 2007, Paradigm Publishing Inc. Observe the Status bar ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END Filtering on Specific Values Click a field’s drop-down arrow Access shows the type of filter in the drop down menu, based on the field type 7-6 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 Filter By Selection LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Then click Click in a field or select part of a field END 7-7 Copyright 2007, Paradigm Publishing Inc. OR and Click choice ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Filtering by Shortcut Menu Right-click field or a selected part of a field Click choice for filter END 7-8 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT 7-9 Using Filter by Form Open an object (table, query, form, or report) Click In Filter by Form window, click arrow for desired field(s) and select from list Then click END If two or more in the row, all criteria must be met Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 PivotTables LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT A PivotTable is an interactive table that organizes and summarizes data Click OR END 7-10 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Creating PivotTable View Open table or query View button, PivotTable View END 7-11 Copyright 2007, Paradigm Publishing Inc. Drag and drop into appropriate drop zone ACCESS 2007 Chapter 7 Creating PivotTable View…/2 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END When you create a PivotTable View in a query or table, it is saved with the table or query; only one PivotTable view is saved 7-12 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 Creating PivotTable View…/3 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT 7-13 Click filter arrows Click + to show detail, - to hide it END Can print filtered / detail view Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Summarizing in PivotTable View Add totals and subtotals to the view … Click a column heading in the Detail area END 7-14 Copyright 2007, Paradigm Publishing Inc. Then Click ACCESS 2007 Chapter 7 Saving Objects LINKS TO OBJECTIVES • • • • • • • • • • • Click to save the object as a different type of object or with a different name Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END 7-15 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END PivotTable Forms Create a PivotTable form … After selecting an object in the Navigation pane, click Drag fields as in PivotTable View, Save AS a form 7-16 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 Summarizing in PivotChart View LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Open a table or query in Datasheet view, then Click OR END 7-17 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 Summarizing in PivotChart View../2 LINKS TO OBJECTIVES • • • • • • • • • • • Drag and drop into the appropriate drop zone Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END 7-18 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Summarizing in PivotChart View../3 Click filter arrows as desired END 7-19 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 Viewing Database Properties LINKS TO OBJECTIVES • • • • • • • • • • • Click to view properties Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END 7-20 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Viewing Current Database Properties Click to view properties END 7-21 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END Viewing Object Dependencies Review before modifying or deleting an object… Open the database, select an object, and click A list of related objects appears 7-22 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Features Summary In what objects can you filter records of data? In a database table, a query, a form, or a report END 7-23 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Features Summary How can you remove a filter? To remove the filter, click Advanced, Clear All Filters END 7-24 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Features Summary How can you filter by selection? Then click Click in a field or select part of a field END 7-25 Copyright 2007, Paradigm Publishing Inc. and Click choice ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Features Summary How can you apply a filter to more than one field? Use Filter by Form END 7-26 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Features Summary How can you make a copy of an object? Click the object in the Navigation bar, then click Office, Save As, Save Object As Name it, and click OK END 7-27 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Features Summary How can you create a PivotTable on a query of related tables? Open the query in datasheet view and switch to PivotTable view, then drag the desired fields to the row, column, and detail areas END 7-28 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Features Summary How can you save a PivotTable view? It is automatically saved when you save the object on which it has been created END 7-29 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT Features Summary How can you display the relationships between objects? Display the object dependencies END 7-30 Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 Coming Next LINKS TO OBJECTIVES • • • • • • • • • • • Filtering Data Removing a Filter Filter by Selection Filter by Form Summarize and Analyze Data in PivotTable View Saving Objects Summarize and Analyze Data in PivotTable Form PivotChart View View Database Properties View Object Dependencies Features Summary BACK NEXT END Importing and Exporting Data 7-31 Copyright 2007, Paradigm Publishing Inc.