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Microsoft 365 Access: Part 1


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Microsoft Access 365 is Microsoft’s flagship database application that allows you to create and manage databases. In this version of Access you will find a few new features that help you to better visualize data, and provide support for new datatypes. As well, interface and workflow improvements have been incorporated.

This course will help novice computer users quickly learn the basics of using Microsoft Access 365. Upon completion of this course, users should be comfortable navigating the Microsoft Access interface, creating a new database, querying a database, generating reports, sharing data, and more.

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Getting Started with Access

TOPIC A: What is Microsoft Access?

About Microsoft Access

What’s New in Microsoft Access?

Navigating the Microsoft Access Interface

Working with Microsoft Access Files

Using the Tell Me Box

Access Advanced Help

Activity 1-1: Getting Help in Access

TOPIC B: Components of a Database

What are Tables?

What are Fields?

What are Records?

What are Forms and Views?

What are Queries?

What are Reports?

Activity 1-2: Navigating Database Components

TOPIC C: Create a Simple Database

Database Templates

Working with Tables

Object Naming Conventions

Saving a Database

Activity 1-3: Creating a Simple Access Database

TOPIC D: Creating a Simple Form

Ways to Create a Form

Using the Three Form Views

About Form Sections

Saving a Form

Deleting a Form

Activity 1-4: Creating a Simple Form


Review Questions

Lesson 2: Working with Table Data

TOPIC A: Work with Table Data

Using AutoCorrect

Commit, Save, and Undo

Running a Quick Search

Using Find and Replace

Using Datasheet Totals

Activity 2-1: Modifying Table Data

TOPIC B: Work with Records

Adding New Records

Navigating Records

Updating Records Using a Query

Using Append Queries

Activity 2-2: Working with Records

TOPIC C: Sort and Filter Records

Sorting Records

Filtering Records

Other Filter Options

Grouping Records

Activity 2-3: Sorting and Filtering Records

TOPIC D: Create Lookups and Relationships

Using Lookup Fields

Table Relationships

Using the Relationship View

Using the Property Sheet Pane

Activity 2-4: Creating lookups


Review Questions

Lesson 3: Query a Database

TOPIC A: Use a Query to View Data from Multiple Tables

What are the Types of Queries?

Using the Simple Query Wizard

Using Query Views

Run a Query

Use Design View

Saving a Query

Deleting a Query

Renaming a Query

Activity 3-1: Creating a Query

TOPIC B: Sort and Filter Data in a Query

Choosing Query Criteria

Using Comparison Operators

Using Logical Operators

Sorting Query Results

Grouping Query Results

Formatting Query Fields

The Zoom Dialog Box

Activity 3-2: Sorting and Filtering Data in a Query

TOPIC C: Perform Calculations in a Query

The Arithmetic Operators

How to Add Calculated Fields

How to Add Conditional Logic

Activity 3-3: Performing Calculations in a Query


Review Questions

Lesson 4: Create Advanced Queries

TOPIC A: Create Parameter Queries

What are Parameter Queries?

Using the Ampersand Operator

Using Wildcards in Parameter Queries

Activity 4-1: Creating Parameter Queries

TOPIC B: Create Action Queries

What are Action Queries

About the Types of Action Queries

Activity 4-2: Creating Action Queries

TOPIC C: Create Find Duplicate and Find Unmatched Queries

What are Find Duplicate and Find Unmatched Queries?

Using the Find Duplicates Query Wizard

Using the Find Unmatched Query Wizard

Activity 4-3: Creating a Find Duplicates Query

TOPIC D: Summarize Data

What are Crosstab Queries?

Using Crosstab Queries

What are Multiple Table Queries?

Activity 4-4: Summarizing Data


Review Questions

Lesson 5: Generate Reports

TOPIC A: Create a Report

Report Creation Tools

Using the Report Wizard

Using Report Views

Saving a Report

Deleting a Report

Activity 5-1: Creating a Report

TOPIC B: Add Controls to a Report

What are Report Sections?

Adding Controls

Modifying Control Properties

Adding Images

Adding Charts

Activity 5-2: Adding Controls to a Report

TOPIC C: Advanced Reporting

Format Reports

Add Calculated Fields

Add a Subreport to an Existing Report

Adding a Header/Footer

Organize Report Information

Publish a Report as a PDF

Activity 5-3: Organizing Report Information


Review Questions

Lesson 6: Design a Relational Database

TOPIC A: Relational Database Design

What are Relational Databases?

Using the Relational Database Design Process

What are Primary Keys, Foreign Keys, and Composite Keys?

What are Table Relationships?

Activity 6-1: Designing and Creating a Relational Database

TOPIC B: Working with Tables

Creating a New Table

How to Insert Fields

How to Set Data Types

About the Table Properties Dialog Box

Activity 6-2: Creating a Table

TOPIC C: Modify a Table and Fields

Renaming Tables

Changing Field Captions

Changing Field Sizes

Deleting Fields

Configuring Fields to Auto-Increment

Setting the Default Value for a Field

Activity 6-3: Modifying a table and Fields

TOPIC D: Create Table Relationships

Using the Relationships View

About Join Lines

About Referential Integrity

Using the Edit Relationships Dialog Box

Creating a Relationship Report

Activity 6-4: Creating Table Relationships


Review Questions

Lesson 7: Joining Tables

TOPIC A: Create Query Joins

What are Joins?

Creating an Inner Join

Creating an Outer Join

Self-joins and the Table Alias Property

The Join Properties Dialog Box

Activity 7-1: Creating Query Joins

TOPIC B: Working with Subdatasheets and Subqueries

About Subdatasheets

About Subqueries

Activity 7-2: Working with Subdatasheets


Review Questions

Lesson 8: Importing and Exporting Data

TOPIC A: Import Data into Access

Types of Data Imports

Using the Get External Data Wizard

About Delimiters

Activity 8-1: Importing Data into Access

TOPIC B: Export Data

Export Access Data

Export Data to Excel

Activity 8-2: Exporting Data to Excel

TOPIC C: Create a Mail Merge

What is the Microsoft Word Mail Merge Wizard?

Merge Fields

About the Mail Merge Task Pane

Activity 8-3: Creating a Mail Merge


Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson 2

Lesson Lab 2-1

Lesson 3

Lesson Lab 3-1

Lesson 4

Lesson Lab 4-1

Lesson Lab 4-2

Lesson 5

Lesson Lab 5-1

Lesson 6

Lesson Lab 6-1

Lesson Lab 6-2

Lesson 7

Lesson Lab 7-1

Lesson Lab 7-2

Lesson 8

Lesson Lab 8-1

Course Wrap-Up

Post-Course Assessment

Course Summary

Next Steps


Keyboard Shortcut Quick Reference Sheet


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