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Transcript
ICT Staff Development presents:
®
Microsoft Office
®
Access 2007 Training
Build a database I: Design tables
for a new Access database
Course contents
• Overview: Tables, the backbone
• Lesson: Start with a plan
The lesson includes a list of suggested tasks and a set of
test questions.
Build a database I: Design tables
for a new Access database
Overview: Tables, the backbone
Say you’ve been using Microsoft Office
Excel® to manage your company’s
assets. It used to work well, but now
your spreadsheet is large and
unmanageable.
Access can make that information
easier to manage. But where do you
start? By planning tables, the
backbone of any database.
This course provides a comfortable
entry into the design process and into
Access 2007.
Build a database I: Design tables
for a new Access database
Course goals
• Plan the table structure of a new database.
• Plan the fields — the individual columns in each table.
• Plan the primary key fields that enable the relationships
among your tables.
Build a database I: Design tables
for a new Access database
Lesson
Start with a plan
Start with a plan
Before you start
planning, remember a
key fact:
Databases organize
your information into
separate tables, and
each table contains
unique data.
The database then uses relationships to join the data
in the tables in a meaningful way.
That set of tables and relationships is called a
relational structure, which the picture shows.
Build a database I: Design tables
for a new Access database
Decide on a purpose
The first step in
planning a new
database is to write
down its purpose. In
this case, you need to
enter and manage
your company’s asset
data.
But don’t stop there. Ask yourself who will use the
database and how they’ll use it.
For example, the technician who fixes a defective
machine has different information needs than the
accountant who tracks costs. Make sure your purpose
statement addresses those different needs and uses.
Build a database I: Design tables
for a new Access database
List the data you want to store
A good database
design helps ensure
your data is complete,
and most importantly,
that it’s accurate.
To reach those goals, start by listing the data you want
to capture. You can start with your existing data — in this
case, your spreadsheet.
Or, if you use paper ledgers or forms, gather examples
of those. And don’t hesitate to ask your coworkers what
they need.
Build a database I: Design tables
for a new Access database
List the data you want to store
Another way to
identify the information
you need to store is to
create a flowchart of
the tasks associated
with your data.
And while you’re at it, think about the reports or mailings
you want to produce from the database.
Looking at the data you need to enter and consume can
help you decide which data to store.
Build a database I: Design tables
for a new Access database
Group your data by subject
As you list the data
you want to capture,
you’ll see it naturally
falls into one or more
subject matter
categories or groups.
For example, your information may group itself like this:
• Asset data, such as models, purchase dates, and
costs.
• Support data — who you call for help or spare parts.
This category will probably include company names,
addresses, phone numbers, and contact names.
Build a database I: Design tables
for a new Access database
Group your data by subject
As you list the data
you want to capture,
you’ll see it naturally
falls into one or more
subject matter
categories or groups.
For example, your information may group itself like this:
• Supplier data, which looks a lot like support data
because it includes companies and contact names.
Grouping is important because each category can correspond
to a table, such as Assets, Support, Suppliers.
Build a database I: Design tables
for a new Access database
Group your data by subject
Your groups may not
result in a complete
list of tables, but
they’re a good starting
point.
Just make sure each group contains unique data — just
the asset information in one group, only the supplier
data in another, and so on.
Build a database I: Design tables
for a new Access database
From groups, fields
The next step in your
design is to list the
fields for each table.
In an Access table, columns are called fields and
individual records are called rows.
You plan your fields by deciding the specific information
each of your groups should capture.
Build a database I: Design tables
for a new Access database
From groups, fields
For your asset
database, you’ll
probably want to list
each item and
information about
each item, such as
purchase dates and
costs.
As part of this, try to reduce each field to its smallest
logical component.
In a good design, a field represents a single piece of
data, and the name of the field clearly identifies that
data.
Build a database I: Design tables
for a new Access database
From groups, fields
As you work, you may
find yourself wanting
to use data from one
table in another.
For example, the picture shows that the Assets group
includes fields for suppliers and support.
That’s natural — you’re seeing how you need to relate
your tables, and we’ll discuss those relationships in just
a bit. For now, include all the fields you think each table
should have.
Build a database I: Design tables
for a new Access database
From groups, fields
As you work, you may
find yourself wanting
to use data from one
table in another.
Finally, in case you’re wondering, you don’t plan rows.
Those come naturally as you enter data in your fields.
Build a database I: Design tables
for a new Access database
Plan your primary keys
A final step in your
plan is to add a
primary key field to
each of your tables.
A primary key is a field, or a combination of fields, with a
value that makes each row in a table unique.
Primary keys are another way to avoid duplicating your
data, because you can never duplicate a value in a
primary key field.
Build a database I: Design tables
for a new Access database
Plan your primary keys
Access provides
several ways to create
primary keys.
You can use existing values such as part numbers, but
only if each value will always be unique. Once you
define a field as a primary key, Access never lets you
enter duplicate values in that field.
Also, your key values should never change, because if
they do your tables may become out of synch.
Build a database I: Design tables
for a new Access database
Plan your primary keys
Access provides
several ways to create
primary keys.
If your existing data won’t work as a primary key, you
can use an AutoNumber field. Access simply increments
the value in that field by one whenever you add a new
record.
Build a database I: Design tables
for a new Access database
Plan your primary keys
So how do you plan
primary keys?
Start by adding an “ID” field, such as “Asset_ID”, to each
of your tables.
Or, if you want to use multiple columns of data to create
a composite key, make a note next to each column you
want to use.
Build a database I: Design tables
for a new Access database
A quick look at relationships
So, you’ve divided
your data into tables
and listed the fields
and primary keys.
How do you relate
your data back
together?
You create relationships by using the primary key field
from one table as a field in another table.
The picture shows this. You can see how the primary
keys in the Suppliers and Support tables have become
fields in the Assets table. Those duplicate fields in the
Assets table are called foreign keys.
Build a database I: Design tables
for a new Access database
A quick look at relationships
At this point, you may
be thinking, “Hang on,
I’ve just duplicated
some data!”
Don’t worry, this kind of duplication is okay. Primary key
values are small, and you can’t extract meaningful
information from your database unless you use them in
relationships.
So, as a final step in your design, indicate your foreign
key fields.
Build a database I: Design tables
for a new Access database
Suggestions for practice
1. Start your plan, thinking about the purpose of your database and its uses.
2. Explore a sample database template.
3. Explore ways to avoid redundant data without creating tables.
Online practice (requires Access 2007)
Build a database I: Design tables
for a new Access database
Test question 1
What is the function of a primary key? (Pick one answer.)
1. To uniquely identify each record in a table.
2. To encrypt and decrypt your database.
3. To help ensure you enter data in the correct table.
Build a database I: Design tables
for a new Access database
Test question 1: Answer
To uniquely identify each record in a table.
All your tables must have a primary key field.
Build a database I: Design tables
for a new Access database
Test question 2
A good database design helps ensure that your data is what?
(Pick one answer.)
1. Always backed up.
2. Complete and accurate.
3. Duplicated so it’s easier to find.
Build a database I: Design tables
for a new Access database
Test question 2: Answer
Complete and accurate.
Completeness and accuracy are essential for making sound decisions.
Build a database I: Design tables
for a new Access database
Test question 3
How many tables should a well-designed database contain?
(Pick one answer.)
1. As many as necessary to capture all your data without
redundancy.
2. One, with many fields.
3. Two.
Build a database I: Design tables
for a new Access database
Test question 3: Answer
As many as necessary to capture all your data without redundancy.
That can be one table, or dozens.
Build a database I: Design tables
for a new Access database
Quick Reference Card
For a summary of the tasks covered in this course, view the
Quick Reference Card.
Build a database I: Design tables
for a new Access database