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Transcript
Faculty Development Week
Microsoft Access 2007
What is Access?
Email: [email protected]
Web site: http://training.health.ufl.edu
Microsoft Access 2007 - What is Access?
1 hour
This workshop provides a brief introduction of relational databases and
Microsoft Access.
Worksheets:
What is a Database? ............................................................................................. 1
Why use Microsoft Access?................................................................................. 1
Basic Access Tools .............................................................................................. 2
Tables................................................................................................................ 2
Queries .............................................................................................................. 3
Forms ................................................................................................................ 4
Reports .............................................................................................................. 6
Pandora Rose Cowart
Training Specialist
Information Technology Center
Health Science Center
PO Box 100152
Gainesville, FL 32610-0152
352-273-5051
[email protected]
http://training.health.ufl.edu
Page 1
What is a Database?
A variety of definitions exist for a database; but essentially it is a collection of information,
regardless of how that information is stored. A filing cabinet, a Rolodex, a library card catalog
and the Internet are all types of databases.
Most often, however, the word "database" is used to describe a collection of related "data"
(information) stored on computers. An electronic database should allow you to store, sort and
retrieve data.
You can create simple databases by creating a Word table, or an Excel spreadsheet. These can
be used to keep data such as names and addresses.
For example, here we have simple database of our patients:
MedRec#
123-456
987-654
753-951
First Name
Jack
Jill
Mary
Last Name
Nimble
Pail
Bluebell
DOB
06/08/72
08/27/65
12/08/51
Doctor
Edwards
Lewis
Edwards
Here is a simple database of our doctors:
EmployeeID
999-999
888-888
777-777
First Name
Ken
Laura
Yolanda
Last Name
Edwards
Lang
Lewis
Phone #
555-1234
555-4567
555-7890
Why use Microsoft Access?
Microsoft Access is a "relational" database application. Relational means that we can link
together sets of data, we can relate the data. We can keep track of the patients, the doctors and
when the patients last saw their doctors, what happened at each visit and so on. Access allows us
to relate our data, without the repetition that may occur anywhere else.
In an Access file, we can create both of the datasets, and link them.
MedRec#
123-456
987-654
753-951
First
Jack
Jill
Mary
Last
Nimble
Pail
Bluebell
DOB
06/08/72
08/27/65
12/08/51
Doctor
Edwards
Lewis
Edwards
EmpID #
999-999
888-888
777-777
First
Last
Phone #
Ken
Edwards 555-1234
Laura
Lang
555-4567
Yolanda Lewis
555-7890
In Access the data is saved in Tables. As the Tables change, the rest of the Access file will
reflect the newest information (i.e. the Queries, Forms and Reports).
Queries show the data in a Table format. A Query can pull from multiple Tables and allow you
to limit the display by using criteria and showing only the fields (columns) you want. We can
find the phone number for Jill Pail's Doctor, and provide Ken Edwards with a list of his patients.
Forms can be created to provide a "user-friendly" side to your database. They are used to view
and enter your data in an interactive formatted structure. Forms are also used to make menus.
Reports are created to print out your data in a formatted structure.
Updated: 03/07/09
Page 2
Basic Access Tools
Access consists of four main tools: Tables, Queries, Forms and Reports. Each tool has at least
two views: a Design view and a Data view.
Tables
Tables store your data. These need to be created and properly linked (related) in order to
effectively use any of the other access tools. Tables are the core of your database, everything
else in Access is used to display and manipulate the data within the Tables. Tables consist of
rows and columns; the rows of the table each contain the information about one Record and the
columns (Fields) each contain a type of data.
The Design View of a Table allows you to create and modify:
- Field Names (the column headings)
- The type of data (Data Type) that can be stored in that field (column),
- Descriptions, which will be displayed in the status bar in the Data view
- And the Properties of each field (column), such as how many characters can be typed (field
size), how the data is formatted (05/05/95 or May 5, 1995).
The Datasheet View of a Table allows you to create and modify the data within a grid structure
based on the settings in the design view.
Updated: 03/07/09
Page 3
Queries
Queries can give you a selection of data based on criteria (limitations) you provide. Queries can
pull from more than one table, as long as the relationships are set.
The Design view of a query allows you to choose which tables to pull from and which fields you
want to display. It also allows to you set a sort order, and your criteria to limit your data.
Criteria limit the data.
The Datasheet view in a Query looks like the datasheet view in the tables.
Updated: 03/07/09
Page 4
Forms
Most forms display data one record at a time, in a formatted user-friendly environment. You can
also build your form so it will display multiple records. As you develop your forms you can
create navigation buttons, insert graphics, and change the colors to display everything
consistently. Forms have a design view, a layout view and a form view.
Your data source is most often a Table, but can be a Query. For example, if I want to see all the
patients I would use the table; if I only want to see Dr. Edward's Patients, I would use a query.
The data entered or modified in a form is
automatically saved to the table. The table is
the true location of the data; the form is just a
“pretty” way to view/modify/create the data.
If you would like to view more than one
record at a time you may use a "Multiple
Items" form, or a “Split Form”. Multiple
Items, sometimes called a Continuous Form,
shows multiple records on a formatted form.
Split Forms show the form view and a
datasheet view in the same window.
Multiple Items
Updated: 03/07/09
Split Form
Page 5
For the Basic Workshop we will use the AutoCreate buttons to make our Forms. Once the form
is created, you can use the Layout view to change the placement and size of the fields.
As your forms become more involved, you can use the design view to create navigation buttons
to move between records, forms and reports.
Updated: 03/07/09
Page 6
Reports
Reports are designed to create an organized output of information from your database. With a
report, you can group and summarize information. You can’t edit the data in a report, but if you
make the modifications in the table, query or form you will see the results when you open the
report again. Reports have four views, Report View, Print Preview, Layout View and Design
View.
Example of Grouping
For the Basic Workshop we will use
the wizard and AutoCreate buttons to
make our Reports.
The Design view and Layout view
allow you to resize and move the
fields.
The Print Preview and Report view
allow you to view how the data falls
into the report.
Updated: 03/07/09