Microsoft Official Academic Course MICROSOFT ACCESS 2016 Includes coverage of the following Microsoft Office Specialist (MOS) exam: MOS EXAM 77-73O: ACCESS 2016 II This courseware is licensed, not sold. You may not copy, adapt, modify, prepare derivative works of, distribute, publicly display, sell or use this courseware for commercial purposes without the express prior written consent of Microsoft Corporation. This courseware is provided to you “as-is”. Microsoft makes no warranties, express or implied. Information and views expressed in this courseware, including URL and other Internet Web site references, may change without notice. Some examples depicted herein are provided for illustration only and are fictitious. No real asso- ciation or connection is intended or should be inferred. You may use this courseware for your personal use. This courseware does not provide you with any legal rights to any intellectual property in any Microsoft product. © 2016 Microsoft. All rights reserved. Microsoft and the trademarks listed at http://www.microsoft.com/en-us/legal/intellectualproper- ty/trademarks/en-us.aspx are trademarks of the Microsoft group of companies. All other marks are property of their respective owners. ISBN: 978-1-11-927443-8 Preface III Preface Welcome to the Microsoft Official Academic Course (MOAC) program for Microsoft Office 2016. MOAC represents the collaboration between Microsoft Learning and John Wiley & Sons, Inc. publishing company. Microsoft and Wiley teamed up to produce a series of textbooks that deliver compelling and innovative teaching solutions to instructors and superior learning experiences for students. Infused and informed by in-depth knowledge from the creators of Microsoft Office and Windows, and crafted by a publisher known worldwide for the pedagogical quality of its products, these textbooks maximize skills transfer in minimum time. Students are challenged to reach their potential by using their new technical skills as highly productive members of the workforce. Because this knowledgebase comes directly from Microsoft, architect of the Office 2016 system and creator of the Microsoft Office Specialist (MOS) exams, you are sure to receive the topical coverage that is most relevant to students’ personal and professional success. Microsoft’s direct participation not only assures you that MOAC textbook content is accurate and current; it also means that students will receive the best instruction possible to enable their success on certifica- tion exams and in the workplace. THE MICROSOFT OFFICIAL ACADEMIC COURSE PROGRAM The Microsoft Official Academic Course series is a complete program for instructors and institutions to prepare and deliver great courses on Microsoft software technologies. With MOAC, we rec- ognize that, because of the rapid pace of change in the technology and curriculum developed by Microsoft, there is an ongoing set of needs beyond classroom instruction tools for an instructor to be ready to teach the course. The MOAC program endeavors to provide solutions for all these needs in a systematic manner in order to ensure a successful and rewarding course experience for both instructor and student—technical and curriculum training for instructor readiness with new software releases; the software itself for student use at home for building hands-on skills, assess- ment, and validation of skill development; and a great set of tools for delivering instruction in the classroom and lab. All are important to the smooth delivery of an interesting course on Microsoft software, and all are provided with the MOAC program. IV Book Tour Pedagogical Features The MOAC courseware for Microsoft Office 2016 system are designed to cover all the learning objectives for that MOS exam, which is referred to as its “objective domain.” Many pedagogical features have been developed specifically for Microsoft Official Academic Course programs. Presenting the extensive procedural information and technical concepts woven throughout the textbook raises challenges for the student and instructor alike. Following is a list of key features in each lesson designed to prepare students for success on the certification exams and in the work- place: • Each lesson begins with a Lesson Skill Matrix. More than a standard list of learning objec- tives, the skill matrix correlates each software skill covered in the lesson to the specific MOS exam objective domain. • Every lesson opens with a Software Orientation. This feature provides an overview of the soft- ware features students will be working with in the lesson. The orientation will detail the general properties of the software or specific features, such as a ribbon or dialog box; and it includes a large, labeled screen image. • Concise and frequent Step-by-Step instructions teach students new features and provide an opportunity for hands-on practice. Numbered steps give detailed, step-by-step instructions to help students learn software skills. The steps also show results and screen images to match what students should see on their computer screens. • Illustrations: Screen images provide visual feedback as students work through the exercises. The images reinforce key concepts, provide visual clues about the steps, and allow students to check their progress. • Knowledge Assessment: Provides questions from a mix of True/False, Fill-in-the-Blank, and Multiple Choice, testing students on concepts learned in the lesson. • Projects: Provide progressively more challenging lesson-ending activities. • Online files: The student companion website contains the data files needed for each lesson. Instructor Support Program V Instructor Support Program The Microsoft Official Academic Course programs are accompanied by a rich array of resources that incorporate the extensive textbook visuals to form a pedagogically cohesive package. These resources provide all the materials instructors need to deploy and deliver their courses. Resources available online for download include: • The Instructor’s Guides contain Solutions to all the textbook exercises as well as chapter summaries and lecture notes. The Instructor’s Guides are available from the Instructor’s Book Companion site. • The Solution Files for all the projects in the book are available online from our Instructor’s Book Companion site. • A complete set of PowerPoint presentations is available on the Instructor’s Book Companion site to enhance classroom presentations. Tailored to the text’s topical coverage and Skills Ma- trix, these presentations are designed to convey key concepts addressed in the text. • The Student Data Files are available online on both the Instructor’s Book Companion site and for students on the Student Book Companion site. Student Support Program COPYING THE PRACTICE FILES Your instructor might already have copied the practice files before you arrive in class. However, your instructor might ask you to copy the practice files on your own at the start of class. Also, if you want to work through any of the exercises in this book on your own at home or at your place of business after class, you may want to copy the practice files. VI Author Credit MARY LEMONS Mary Lemons is an instructional writer, project manager, editor, manager, and producer. She has written books on HTML as well as online courses on various Microsoft Office products. She has managed the creative and pro- duction process for hundreds of online courses as well as numerous videos and interactive projects. She has also performed project, editorial, and author management along with publisher collaboration for more than 30 books. Microsoft Office 2016 Software This content was created using the Office 2016 Professional desktop version. If you have signed up for Office 365, some features may be added or updated. Brief Contents VII Brief Contents LESSON 1: DATABASE ESSENTIALS 1 LESSON 2: CREATING DATABASE TABLES 22 LESSON 3: WORKING WITH TABLES AND DATABASE RECORDS 35 LESSON 4: MODIFYING TABLES AND FIELDS 58 LESSON 5: CREATING FORMS 77 LESSON 6: CREATING REPORTS 91 LESSON 7: CREATING AND MODIFYING QUERIES 107 LESSON 8: USING CONTROLS IN REPORTS AND FORMS 126 LESSON 9: ADVANCED TABLES 164 LESSON 10: ADVANCED FORMS 177 LESSON 11: ADVANCED REPORTS 193 LESSON 12: ADVANCED QUERIES 212 LESSON 13: DISPLAYING AND SHARING DATA 244 LESSON 14: IMPORTING AND EXPORTING DATA 260 LESSON 15: DATABASE TOOLS 280 APPENDIX A 301 INDEX 305 1 Database Essentials LESSON SKILL MATRIX Skills Exam Objective Objective Number Working in the Access Interface Display objects in the Navigation Pane. 1.3.4 Change views. 1.3.5 Selecting Tools and Commands Defining Data Needs and Types Change field data types. 2.4.5 SOFTWARE ORIENTATION The Access Opening Screen Before you begin working in Microsoft Access 2016, you need to be familiar with the primary user interface. In the next section, you will be asked to open a new blank desktop database in Access. When you do so, a screen appears that is similar to the one shown in Figure 1-1. Quick access toolbar Tab Microsoft Office Access Help Ribbon Figure 1-1 Opening screen for new blank Access database Message Bar Navigation Pane Work area Status Bar When you create a blank database in Access, the opening screen provides you with a workspace in which to build a database. Being familiar with the screen elements helps you understand import- ant tools and information. The elements and features of your screen may vary if default settings have been changed or if other preferences have been set. 1 2 Lesson 1 GETTING STARTED A database is a tool for collecting and organizing information. For example, as a database, a phone book organizes a large amount of data—names, addresses, and phone numbers—so you can access it by name in alphabetic order. Even a grocery list is a simple type of database. A com- puterized database management system (DBMS), such as Access, enables you to easily collect large volumes of data organized into categories of related information. This type of data- base allows you to store, organize, and manage your data, no matter how complex it is, and then retrieve and present it in various formats and reports. Using a DBMS to organize data gives you the power to manipulate, view, and report the data in ways that other applications like spread- sheets and word processing documents cannot. As with any program, however, the first tasks are the most basic. This section shows you how to start Access and open an existing database. Starting Access Access 2016 runs on the Windows 7 and later operating systems, and the steps to start Access differ depending on the version of Windows you have installed on your system. When you start Access, a start screen with several options related to creating a database appears. The Access startup screen allows you to create a new, custom web app database, a blank desktop database, a database from a template, open a recent database (if you have already created one), or search online for templates. Take Note A web app database is a type of database that was introduced in Access 2013. It allows you to share the database with others as a Microsoft SharePoint app (an application on a network-based service that allows for collaboration) in a web browser or through Office 365 (a subscription-based version of Office provided on the web). In Office 2016, you can sign into an Office application using your Microsoft or Organizational account. You can easily create a Microsoft account when you sign up for a Microsoft web service such as OneDrive, Xbox Live, Outlook.com, or other Microsoft service. An Organizational ac- count is an account that your workplace or school would use to connect you to a Microsoft service. Once you sign in, your sign-in information will appear in the upper-right corner of each of the Office 2016 applications. This account information includes your name, email address, and user icon. You can use the Switch account command beside your user icon to sign in as a different user. Microsoft enables you to sign into Office to make it easier for you to access and share your doc- uments from virtually anywhere. You can open and save your documents using OneDrive, a free cloud-based file sharing service that can be accessed from any Internet-connected computer. Sign- ing into Office also allows access to your personalized application settings and themes, and will even remind you where you left off in your document. In this exercise, you learn to start Access from both Windows 10 and Windows 8 systems. STEP BY STEP Start Access in Windows 10 GET READY. Before you begin these steps, make sure that your computer is on. Sign on, if necessary. 1. Press the Windows key on the keyboard to display the Start menu. 2. Click All apps, point to Access 2016 (see Figure 1-2), and then click Access 2016 to start Access and display its Start screen (see Figure 1-3).
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