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A Painless Introduction to MS Access Databasing Yannick Pouliot, PhD Bioresearch Informationist [email protected] Lane Medical Library & Knowledge Management Center 4/20/07 Lane Medical Library & Knowledge Management Center http://lane.stanford.edu Preliminaries Launch MS Access Open Simple1.mdb File/Open Using the Help don’t neglect it! Exercise: ask the Office Assistant for “select syntax” Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 2 Contents Familiarization with MS Acces Understanding a simple database Basics of SQL querying Creating a simple database Loading database via MS Excel Tools for running SQL queries Installation (Windows) Selected databases Resources & cheat sheet Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 3 Resources – MS Access Available as eBook Lane Medical Library & Knowledge Management Center http://lane.stanford.edu Available as eBook 4 Resources – Excel/MS Query In Lane catalog Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 5 Resources – MS Access Free Online Training Resources Using an Access database to store and information (2 min) http://office.microsoft.com/en-us/assistance/HA011709681033.aspx Creating a database from Excel (5 min): http://office.microsoft.com/enus/assistance/HA012013211033.aspx Creating tables in Access (50 min): http://office.microsoft.com/training/training.aspx?AssetID=RC061183261033 Writing queries (50 min): http://office.microsoft.com/training/training.aspx?AssetID=RC010776611033 Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 6 Why Bother with MS Access? Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 7 Why MS Access? More: http://office.microsoft.com/enus/access/HA010429181033.aspx Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 8 Definitions, Definitions… Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 9 Definitions Database: Collection of tables Table Collection of records that share a common fundamental characteristic Schema E.g., patients and locations can each be stored in their own table A view that inter-relates tables to each other Record Basic unit of information in a relational table E.g., 1 record per person A record is composed of fields Query Set of instructions to a database “engine” to retrieve, sort and format returning data. E.g., “find me all patients in my database” Database engine Software application that stores the data and enables querying Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 10 Table and Field Definitions How It Looks In Access… Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 11 Main Relational Database Engines Oracle MS Access MS SQL Server Filemaker MS SQL Server MySQL Postgress Sybase Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 12 Understanding Relational Databases Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 13 Understanding the Relational Principle: A Simple Database “join” Every patient gets ONE record in the Patients table Every visit gets ONE record in the Visits table Rows in different tables can be related one to another using a shared key (identifier number unique to table) There can be multiple visits records for a given patient There can be multiple tissue records for a given patient Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 14 The Relational Principle in Action Related records can be found using a shared key Shared key = identifier that is: unique to each table Can be referenced by another table Example: Patients.ID = Visits.PatientID Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 15 The Database Schema: Your Roadmap For Querying The schema describes all tables and all fields Describes relationships between tables Crucial in enabling retrievall of desired data Simple example: Very important Must understand schema for accurate querying Wrong understanding = wrong results Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 16 Example: The Schema for SRI’s BioWarehouse System Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 17 Querying MS Access or any relational database… Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 18 How Relational Databases Are Queried Querying = extracting information out of the database … and into something, e.g., Excel This is done using the Structured Query Language (SQL) Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 19 Introducing The SQL Select Statement Good news: This is the only SQL statement you need to understand for querying Exercise: run SuperSimpleQuery1 in Simple1 database Lane Medical Library & Knowledge Management Center http://lane.stanford.edu SELECT LastName, FirstName FROM Patients 20 Basic Syntax of Select Statement SELECT field_name FROM table [WHERE condition] [ ] = elective Example: Select LastName,FirstName From Patients Where Alive = ‘Y’; Important: Everything is MS Access is case sensitive LastName ≠ lastName Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 21 Realistic Querying With the MS Access Query Builder Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 22 A More Complete Description of Select Statement SELECT [DISTINCT|COUNT] field_list FROM table_list [WHERE conditions] [GROUP BY field_list] [ORDER BY field_list [ASC | DESC] ] more: http://office.microsoft.com/enus/access/HP010322651033.aspx?pid=CH010410171033 Includes examples and descriptions of each SELECT operator (e.g., “group by”) Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 23 Meaningful Queries in Acces Exercises - Database: Simple2.mdb 1. 2. Returning ordered records Counting records LifetimeNumberFAQs1 LifetimeNumberFAQs2 3. 4. 5. Exercise: how many FAQs per day? Demo: creating Pivot Tables Generating averages Querying from a query! Change order of columns Change sorting of rows Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 24 Uploading Data in MS Access Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 25 Importing Data Into Acces From Access Important Column headers in Excel file must match those of columns in Access target table Must ensure that data in Excel columns is of correct type (text, number, date) Blanks (not empty cells!) are nasty Exercise: Loading data via Excel No spaces, weird characters File: LoadingData.xls Demo: http://office.microsoft.com/enus/access/HP010950951033.aspx Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 26 Creating an Access DB from Excel One table per Excel worksheet Demo: http://office.microsoft.com/enus/access/HA012013211033.aspx Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 27 Cool Things You Can Do In Access Store entire files in records Excel, Word, sounds, pictures anything Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 28 Extras Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 29 Creating Forms Using MS InfoPath Really the easiest way to create interfaces to Access 10 min of work Probably 30 for you More: http://office.microsoft.com /enus/access/HA0111995010 33.aspx Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 30 Querying With MS Excel MSQuery, an unknown hero Free Facilitates writing of a SQL query graphical First, need to find it! Search for “MSQRY32.EXE” using “Search for Files or Folders” On my disk, it is located in C:\Program Files\Microsoft Office\OFFICE11 Once you find it, create a shortcut to it and rename it e.g. MSQuery Search hidden files and folders move the shortcut to a desired location Also needed: creating a data source name Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 31 To Conclude… If using Excel is a headache, use MS Access Access can work very well on its own reasonably easy to learn/use.. Lots of free resources to quickly learn how to use it MS Access + Excel = dynamite Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 32 Yannick Pouliot, PhD [email protected] Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 33 The NittyGritty Details Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 34 How to Query Using MS Query Steps 1. Make sure you have the requisite driver (next slide) 2. 3. 4. Create a Data Source Name (Windows only) Write your query Get the results back into Excel! See Lane videorecorded class Managing Experiment Data Using Excel and Friends: Digging Out from Under the Avalanche for lots more details. Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 35 Step1: Getting Drivers Essential for SQL Querying A driver is a piece of software that lets your operating system talk to a database Installed drivers visible in ODBC manager Each database engine (Oracle, MySQL, etc) requires its own driver “data connectivity” tool Generally must be installed by user Drivers are needed by Data Source Name tool and querying programs Require (simple) installation Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 36 MySQL Driver: Needed to Query MySQL Databases Windows: Download MySQL Connector/ODBC 3.51 here Must be installed for direct querying using e.g. Excel Not necessary if you are using the MySQL Query Browser Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 37 Oracle Driver: Needed to Query Oracle Databases Installing “client” software will also install driver Windows: Download 10g Client here Mac: Download 10g Client here Free Oracle user account required to download Must be installed if you are querying using MS Query or any other query browser involving Oracle Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 38 Step 2: Creating a Data Source Name A Data Source Name (DSN) tells programs on your PC where and how to query a database Populating the fields: Data Source Name: Unique name of your choice Description: anything Server: exactly as given by the database provider Port number: as specified by database provider Defaults: MySQL: 3306; Oracle: 1521; MS Access: N/A Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 39 Words of Caution Easy to build queries that Retrieve nonsense Never complete, end up completely bogging down the database Scotty to Captain Kirk: “Where going in circles, and at warp 6 we’re going mighty fast…” Understanding schema is only way to prevent that Not always easy… Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 40 Resources – SQL The Language to Query Relational Databases Beginning SQL, Wilton P & Colby JW: E http://jenson.stanford.edu/uhtbin/cgisirsi/5AG uKeptoD/GREEN/59960102/9#holdings Oracle SQL*Plus, Gennick, J. Beginning MySQL: e-book http://site.ebrary.com/lib/stanford/Doc?id=101 14227 Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 41 Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 42 The Relational Principle in Action Related records can be found using a shared key Example: Patients.ID = Visits.PatientID Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 43 MySQL Query Browser MS Query MySQL only All (e.g., Oracle) No Yes Dr iv er ? an ag er ? BC M Us e of High OK O D Tool Ea se Da ta ba se s SQL Querying…With What? Yes No Other query browsers exist but are more sophisticated = more complex Example: PL/SQL Developer, from Allround Automations Lane Medical Library & Knowledge Management Center http://lane.stanford.edu 44