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Office 365: Access Essential Training

via LinkedIn Learning

Overview

Learn how to build databases to store and retrieve your data more efficiently in the Office 365 version of Access.

Learn how to build databases to store and retrieve your data more efficiently in the Office 365 version of Access. Adam Wilbert shows how to use the powerful program to wrangle your data and create your first table, and he highlights smart strategies to edit and modify fields and records.

The course also shows you how to build queries and action queries, create and design forms, use macros, integrate Access with the rest of the Office 365 suite, and maintain your databases over time.

Syllabus

Introduction
  • Welcome
  • Using the exercise files
  • Challenges explained
1. Getting Started
  • Key database concepts
  • Launching Access and the backstage screen
  • Creating the database file
  • Understanding the Trust Center
  • Digging into Ribbon tabs
  • Using the Navigation pane
  • Using the Tell Me feature
  • Using the Quick Access Toolbar
  • Signing in to a Microsoft account
  • Making backups
  • Accessing Access help
2. Creating Tables
  • Understanding table structure and relationships
  • Creating a table and setting data types
  • Entering data
  • Understanding primary and foreign keys
  • Importing tables
3. Setting Field Properties
  • Establishing relationships and maintaining referential integrity
  • Editing table structure in Design view
  • Controlling input with masks
  • Setting the default value
  • Establishing validation rules
  • Creating lookup fields
  • Setting additional field properties
  • Challenge: Creating tables
  • Solution: Creating tables
4. Organizing Records
  • Formatting columns
  • Sorting table data
  • Filtering table data
  • Searching and replacing values
5. Using Queries
  • Searching and replacing values
  • Creating queries with the Simple Query Wizard
  • Building queries in Design view
  • Establishing constraints with criteria
  • Specifying criteria with wildcards
  • Leveraging multiple criteria with AND and OR statements
  • Filtering with mathematical comparisons
  • Creating flexible queries with parameter requests
  • Building expressions
  • Obtaining summary statistics
  • Challenge: Creating queries
  • Solution: Creating queries
6. Working with Specialty Queries
  • Using update queries
  • Using make table queries
  • Finding unmatched records
  • Using delete queries
  • Using append queries
  • Creating a union query in SQL view
  • Getting a different look with crosstab queries
7. Creating Forms
  • Understanding the role of forms
  • Generating forms from tables
  • Adjusting form elements in Layout view
  • Using the Form Wizard
8. Designing Forms
  • Creating forms in Design view
  • Exploring the form property sheet
  • Setting data sources
  • Adding components with form controls
  • Understanding input boxes
  • Record navigation
  • Adding buttons
  • Assigning a tab order
  • Checking out the More Forms options
  • Creating a navigation form
  • Challenge: Creating forms
  • Solution: Creating forms
9. Creating Reports
  • Introducing reports
  • Using the Report Wizard
  • Creating a report in Design view
  • Editing a report in Layout view
  • Grouping and sorting records
  • Creating calculated totals
  • Applying conditional formatting rules
  • Creating labels
  • Adjusting print settings
  • Challenge: Creating reports
  • Solution: Creating reports
10. Working with Macros
  • Creating macros
  • Embedding macros into buttons
  • Attaching data macros to tables
  • Launching macros at startup
11. Integrating Access with the Office Suite
  • Exporting tables to Excel
  • Emailing with macros
  • Linking to data in an Outlook database
  • Setting up labels and mail merge documents in Word
12. Maintaining the Database
  • Organizing the navigation pane with custom groups
  • Compacting and repairing the database
  • Examining database object dependencies
  • Documenting your work
  • Printing the blueprint of your database with the Database Documenter
  • Splitting a database into front and back ends
  • Protecting the database with a password
  • Creating custom Ribbon tabs
  • Setting startup options and custom icons
Conclusion
  • Next steps

Taught by

Adam Wilbert

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