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Access 2010: Forms and Reports in Depth
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Introducing forms


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Access 2010: Forms and Reports in Depth

with Adam Wilbert

Video: Introducing forms

One of the things that I really like about Access is that it's not just a place to store data. Yes, we talk a lot about data and records and relationships and queries, where Access truly shines is in your ability to create a fully customized application that is uniquely tailored to your specific needs. Where this really becomes apparent is when we start digging into forms. Forms are all about the user interface. They provide the mechanisms that translate what it is that you want to get done to the inner workings of the database. In fact, in a well-designed Access database there may never be a need to actually even see a data table or a query or a relationships map.
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  1. 1m 27s
    1. Welcome
      1m 2s
    2. Using the exercise files
      25s
  2. 15m 53s
    1. Introducing forms
      2m 41s
    2. Designing for the end user
      45s
    3. Exploring the database
      1m 49s
    4. Creating a form with the Form Wizard
      6m 43s
    5. Refining the form in Layout view
      3m 55s
  3. 24m 33s
    1. Organizing the form elements
      7m 14s
    2. Formatting
      4m 48s
    3. Modifying the form through its properties
      6m 56s
    4. Adding a header and some polish
      5m 35s
  4. 1h 2m
    1. Introducing form controls
      3m 48s
    2. Using lines and rectangles
      2m 48s
    3. Organizing screen space with tabs
      4m 47s
    4. Adding buttons
      5m 3s
    5. Linking to external content
      4m 15s
    6. Entering and selecting data
      5m 8s
    7. Controlling input with option groups
      6m 0s
    8. Attaching documents
      6m 49s
    9. Attaching images
      5m 8s
    10. Understanding the subform control
      4m 13s
    11. Adding charts
      7m 9s
    12. Linking controls
      7m 41s
  5. 21m 42s
    1. Creating the main menu
      8m 49s
    2. Adding a splash screen with startup options
      5m 35s
    3. Creating a customer form
      7m 18s
  6. 45m 20s
    1. Grouping and sorting data
      4m 36s
    2. Understanding report structure
      6m 12s
    3. Building reports from wizards
      5m 0s
    4. Building reports from queries
      6m 34s
    5. Formatting conditionally
      6m 59s
    6. Calculating fields
      4m 35s
    7. Adding the finishing touches
      4m 49s
    8. Populating pre-printed documents
      6m 35s
  7. 15m 8s
    1. Printing reports
      3m 6s
    2. Tweaking the design
      7m 10s
    3. Automating the workflow with macros
      4m 52s
  8. 58s
    1. Next steps
      58s

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Access 2010: Forms and Reports in Depth
3h 7m Intermediate Feb 14, 2012

Viewers: in countries Watching now:

Discover how to manage data entry and reporting tasks more efficiently using Access 2010. Author Adam Wilbert presents lessons on designing forms, organizing and displaying data with form controls, creating flexible queries, and building a form-based navigation system. The course also shows how to build reports from wizards and queries, highlight important data with conditional formatting, and automate reporting processes with macros.

Topics include:
  • Designing for the end user
  • Organizing form elements
  • Formatting a form
  • Adding headers
  • Linking to external content
  • Entering and selecting data
  • Adding charts
  • Creating a main menu
  • Creating a customer form
  • Understanding report structure
  • Building reports from wizards and queries
  • Printing reports
Subjects:
Business Forms Databases
Software:
Access Office
Author:
Adam Wilbert

Introducing forms

One of the things that I really like about Access is that it's not just a place to store data. Yes, we talk a lot about data and records and relationships and queries, where Access truly shines is in your ability to create a fully customized application that is uniquely tailored to your specific needs. Where this really becomes apparent is when we start digging into forms. Forms are all about the user interface. They provide the mechanisms that translate what it is that you want to get done to the inner workings of the database. In fact, in a well-designed Access database there may never be a need to actually even see a data table or a query or a relationships map.

Those are all background processes that organize input and output, and once set up properly should just work with little maintenance. Forms handle all the grunt work of capturing user intent and moving it through the system. They help guide users through all of the available options. Now, I've gone ahead and open up the Exercise File that we'll finish this course with. This is the 1-1 TwoTreesCompleted Access database. Now, you might have noticed at the beginning the splash screen has started up, that helps tell our end-users that what's about to happen, that is loading the Two Trees Olive Oil Company database. Once that's on the screen for a few seconds, it disappears and the Main Menu appears.

Now, I have a bunch of available options. I can choose for instance to view the employee directory. I'll click this. I can look through my employees, when I'm done reviewing this I can return to the Main Menu. I can also do things like enter a product review or perhaps I want to add a new customer, I'll click that. My Add a New Customer form is open, I can enter in the information and save the customer or I can cancel that entry. I'll press Cancel. I can even do things like Email Orders. I'm going to e-mail this report to somebody. I'll click on the button, Access package set up as a PDF file, it even opens up Outlook and addresses the e-mail and attaches it right here, ready for me to send.

I'll go ahead and close Outlook. So, as an end-user that has never even seen this database before, we can accomplish some very specific tasks without even digging into any say Navigation Pane here on the left or any of the buttons that might appear on the Ribbon. If you think about Word as a tool for creating documents then Access is a tool for creating more tools. Now, I know that's a little abstract, so let me explain. You can use Access and have a fully operational database with nothing more than a few tables and queries, and in fact that's where a lot of other database programs end, but when you layer forms and reports on top of that data you start creating something more.

It becomes a custom application or access the program doesn't really even matter anymore. You've created a custom tool that operates within Access but is tailored to your specific needs because in the end unlike with Word, the database file really isn't the end goal. The end goal is to have a place to store data to retrieve records easily and to manage the day-to-day operations of your organization. Your job as the database designer is to create the tool.

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