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  1. 1. Succeeding in Business with Microsoft Access 2013 Building The Database Chapter 2
  2. 2. Succeeding in Business with Microsoft Access 2013 Chapter Introduction • Learn different techniques for: – Creating tables – Entering data – Verifying data – Relating tables – Documenting database objects – Backing up database – Repairing database – Securing data 2
  3. 3. Succeeding in Business with Microsoft Access 2013 Tools Covered in This Chapter • Database Documenter • Database security • Datasheet view • Design view • Import Spreadsheet Wizard 3 • Input Mask Wizard • Lookup Wizard • Relationships window • Subdatasheet
  4. 4. Succeeding in Business with Microsoft Access 2013 Level 1 Objectives: Creating the Database Tables • Review the database design • Create the database tables using the database design • Work in Design view 4
  5. 5. Succeeding in Business with Microsoft Access 2013 Creating the Database Tables: Reviewing the Database Design • Make sure that the database stores data in the correct format and outputs the correct queries, forms, and reports • Analyze the client’s needs and make sure the design is easy to understand • Limit the scope of a new system 5
  6. 6. Succeeding in Business with Microsoft Access 2013 6
  7. 7. Succeeding in Business with Microsoft Access 2013 Creating the Database Using the Database Design • Start Access click New tab in the navigation bar on the File tab • Database window – Main control panel for database • Navigation pane – Located on the left side of the window – Lists all objects (tables, reports, etc.) in the database 7
  8. 8. Succeeding in Business with Microsoft Access 2013 Creating a Table by Entering Data in Datasheet View • Datasheet view – Shows table’s records in rows and table’s fields in columns • Table window – Indicates table’s name • Just start entering data • Access adds ID field to datasheet 8
  9. 9. Succeeding in Business with Microsoft Access 2013 Datasheet View 9
  10. 10. Succeeding in Business with Microsoft Access 2013 Creating a Table by Entering Data in Datasheet View (cont’d.) • Click save button – Save as dialog box – Enter table name • Change to design view – Click view button in Views group on the Home tab 10
  11. 11. Succeeding in Business with Microsoft Access 2013 Working in Design View • Design view – Define table’s fields and field properties – Rearrange order of fields as necessary • Table design grid – Top part of design view – Includes Field Name, Data Type, and Description columns – Each row • Field in table 11
  12. 12. Succeeding in Business with Microsoft Access 2013 Working in Table Design View (cont’d.) • Field properties pane – Bottom part of design view – Displays field properties for selected field • Rules when naming fields and database objects – Up to 64 characters and any combination of: • Letters • Numbers • Spaces • Special characters except ., !, `, [, and ] 12
  13. 13. Succeeding in Business with Microsoft Access 2013 Working in Design View (cont’d.) • Rules when naming fields and database objects (cont’d.) – Cannot begin with space • Some organizations establish standards for naming objects and fields • Field size property – Limit number of characters to store in Short Text field – Set the type of numeric data in Number field – Create a reasonable margin of error 13
  14. 14. Succeeding in Business with Microsoft Access 2013 Adding Descriptions to Fields in Table Design View • Description property – Document contents – Identify field as primary or foreign key – Provide users with instructions about entering values into field • Primary Key button – Access adds a key symbol to indicate the table’s primary key 14
  15. 15. Succeeding in Business with Microsoft Access 2013 Creating a Table in Design View • Click Table Design button on Create tab • Enter field names, data types, and properties 15
  16. 16. Succeeding in Business with Microsoft Access 2013 Evaluating and Testing the Table Design • By moving to next record – Access saves record in table – To cancel record • Press Esc key • After designing table – Evaluate for potential problems 16
  17. 17. Succeeding in Business with Microsoft Access 2013 Displaying Descriptive Field Names Using the Caption Property • Caption property – Changes way field name is displayed – Specifies how field name will appear in different database objects – Default caption property • Field name for all data types 17
  18. 18. Succeeding in Business with Microsoft Access 2013 Formatting Field Values Using an Input Mask • Input mask – Predefined format – Applied to field – Values are displayed using format specified – Ensures that all of necessary data entered • Literal characters – Not stored in database – User does not need to type them • Use the Input Mask Wizard 18
  19. 19. Succeeding in Business with Microsoft Access 2013 Input Mask Characters and Descriptions 19
  20. 20. Succeeding in Business with Microsoft Access 2013 Validating Fields to Ensure Accurate and Consistent Data • Validation rule – Compares data entered by user against one or more valid values • Validation Rule property – Specifies valid values that users can enter • Validation Text property – Opens a dialog box that explains the valid values 20
  21. 21. Succeeding in Business with Microsoft Access 2013 Validating Fields to Ensure Accurate and Consistent Data (cont’d.) 21
  22. 22. Succeeding in Business with Microsoft Access 2013 Automating Data Entry by Using a Default Field Value • Default Value property – Enters default value into any type of field – Except for AutoNumber field 22
  23. 23. Succeeding in Business with Microsoft Access 2013 Automating Data Entry by Using a Lookup Field • Lookup field – Lets user select field value – From: • List of existing field values stored in database • List of values specified when lookup field created • Change field’s data type to Lookup 23
  24. 24. Succeeding in Business with Microsoft Access 2013 Level 1 Summary • Create tables by: – Entering data – Using design view • Customizing tables – Captions – Validation rules – Using Lookup 24
  25. 25. Succeeding in Business with Microsoft Access 2013 Level 2 Objectives: Populating and Relating the Database Tables • Create additional tables for the database • Import data into a database • Work with primary and foreign keys • Create one-to-many and many-to-many relationships between tables • Use a subdatasheet to view related records 25
  26. 26. Succeeding in Business with Microsoft Access 2013 Populating the Database Tables • Populating database – Load tables with data – Enter data in Datasheet view – Import data • Copy and Paste • Import from Excel workbook 26
  27. 27. Succeeding in Business with Microsoft Access 2013 Importing and Copying Records from One Table to Another • Import existing data from another Access table – Table structure must be identical – Open tables in Datasheet view – Select all of records – Click Copy button – Open target database table – Click Paste button 27
  28. 28. Succeeding in Business with Microsoft Access 2013 Importing Data from an Excel Workbook • Can import data and create table at same time – Review contents of workbook to understand how it is arranged • If column heading names comply with rules for naming fields in Access: – Access uses them as field names data imported • If column headings are absent/do not comply: – Access assigns generic field names 28
  29. 29. Succeeding in Business with Microsoft Access 2013 Importing Data from an Excel Workbook (cont’d.) • Access can import most data from worksheet – But not graphics – Formulas converted to numbers – Hyperlinks imported as text data • Usually, the entire worksheet is imported – Can import named ranges of data 29
  30. 30. Succeeding in Business with Microsoft Access 2013 30
  31. 31. Succeeding in Business with Microsoft Access 2013 Setting a Primary Key Field 31
  32. 32. Succeeding in Business with Microsoft Access 2013 Working with Primary and Foreign Keys • Primary key and foreign key counterparts – Must have same data type, field size, and field values • Primary key value – Must exist before entering corresponding record if referential integrity is set – Cannot be null • Required property – Nonprimary key field – Ensures that users enter value into field 32
  33. 33. Succeeding in Business with Microsoft Access 2013 Working with Primary and Foreign Keys (cont’d.) • Works to make data retrieval faster – Access creates index for primary key field • Index – List maintained by database – Associates field values in indexed field with records that contain field values 33
  34. 34. Succeeding in Business with Microsoft Access 2013 Creating an Index • Increase speed at which access searches • Open table in design view – Select field to index – Click indexed property list arrow • Create index for any field – Except fields of type • Calculated • Attachment • OLE object 34
  35. 35. Succeeding in Business with Microsoft Access 2013 35
  36. 36. Succeeding in Business with Microsoft Access 2013 Creating an Index (cont’d.) • View indexes created in table – Click indexes button on Show/Hide group on Design tab • Create indexes for as many fields as necessary to optimize searches in database – Records indexed when table saved – Updated automatically as records added, deleted, or changed – As database grows • Indexes might slow down database 36
  37. 37. Succeeding in Business with Microsoft Access 2013 Creating an Index (cont’d.) • Increases size of database • Slows down database – Must update index as users add, change, and delete records • Add indexes as needed – When improved query performance is necessary • Delete indexes to: – Increase speed – Reduce file size 37
  38. 38. Succeeding in Business with Microsoft Access 2013 Creating One-to-Many Relationships Between Tables • Open relationships window – Click relationships button on Database Tools tab • Relationship has certain properties – Type • One-to-many • One-to-one • Many-to-many – Attributes • Specify how to manage changes when records updated or deleted 38
  39. 39. Succeeding in Business with Microsoft Access 2013 39
  40. 40. Succeeding in Business with Microsoft Access 2013 Edit Relationships Dialog Box 40
  41. 41. Succeeding in Business with Microsoft Access 2013 Creating a Many-To-Many Relationship Between Tables • In Design view – A junction table to create the many-to-many relationship – The primary key is a combination of fields • Referred to as a composite primary key – Create the one-to-many relationship between individual tables involved – Create the many-to-many relationship 41
  42. 42. Succeeding in Business with Microsoft Access 2013 Using a Subdatasheet to View Related Records • After importing data into database – Open each table in Datasheet view – Check data for problems • Expand indicator (box with the plus sign) appears for relationships – Click to view subdatasheet with the related records 42
  43. 43. Succeeding in Business with Microsoft Access 2013 Level 2 Summary • Import data from – Other Access tables – Excel • Index – Used to aid searches • Create relationships using Relationships Window 43
  44. 44. Succeeding in Business with Microsoft Access 2013 Level 3 Objectives: Maintaining and Securing a Database • Learn about the role of the database administrator • Compact repair and back up a database • Document the database design using the Database Documenter • Secure a database from unauthorized use 44
  45. 45. Succeeding in Business with Microsoft Access 2013 The Database Administrator Role • Database administration (DBA) – Responsible for maintaining database – Sets security and other features of database • Default option for opening database – Available to other users at same time • Open access database in four ways – Open mode, Open Read-Only mode, Open Exclusive mode, Open Exclusive Read-Only mode 45
  46. 46. Succeeding in Business with Microsoft Access 2013 Compacting and Repairing a Database • Compact – Data and objects reorganized – Unused spaces reassigned and deleted – Result • Decreased file size • Improved efficiency – Can be done manually or every time database closed • Backing up the database before compacting and repairing is good procedure 46
  47. 47. Succeeding in Business with Microsoft Access 2013 Backing Up a Database • Creates copy of database – Use to restore in event of loss • Schedule database backups based on manageable amount of data loss • Store copy in fireproof location offsite • Created on external media such as: – CD, DVD, USB flash drive, external hard drive 47
  48. 48. Succeeding in Business with Microsoft Access 2013 Backing Up a Database (cont’d.) • Back up database – Click File tab, Share tab, Save Database As button – Under Advanced, click Back Up Database – Opens the Save As Dialog box for location to save backup – Use default backup database name (add date) • Might take few minutes to several hours • Backup copy can be opened like any other Access database 48
  49. 49. Succeeding in Business with Microsoft Access 2013 Documenting the Database Design • Database Documenter – Produces report of every object or just selected objects in database • Click Database Tools tab, and then click the Database Documenter button – Tabs at top of documenter dialog box – Select objects by type 49
  50. 50. Succeeding in Business with Microsoft Access 2013 Documenter Dialog Box 50
  51. 51. Succeeding in Business with Microsoft Access 2013 Securing a Database From Unauthorized Use • Plan for and to prevent data loss • Protect database from unintentional or malicious damage • DBA must open database with exclusive access prior to setting protection features • Tools – Setting database password – Encrypting a database – Hiding database objects 51
  52. 52. Succeeding in Business with Microsoft Access 2013 Using a Password to Protect a Database • Password – Collection of characters that user types to gain access to file • Database administrator sets database password – Users cannot open database file in Access unless they provide correct password 52
  53. 53. Succeeding in Business with Microsoft Access 2013 Encrypting a Database to Prevent Unauthorized Use • Access 2013 combines two tools for database security – Encryption and database passwords – When you encrypt a database with a password, the data is made unreadable by other tools • Encrypt with Password option 53
  54. 54. Succeeding in Business with Microsoft Access 2013 Hiding Database Objects From Users • Casual users may damage database by: – Unintentionally altering object’s design – Deleting object entirely • Hide objects from being displayed in Navigation Pane – User will not be able to accidentally or intentionally damage database • Revealing hidden object not difficult • Hide using Properties dialog box 54
  55. 55. Succeeding in Business with Microsoft Access 2013 Level 3 Summary • Compact database • Backup database • Document database • Secure database – Password – Encryption – Hiding objects 55
  56. 56. Succeeding in Business with Microsoft Access 2013 Chapter Summary • Create tables using one of three methods • Import data from other Access tables or Excel • Create relationships using Relationships Window • Secure database – Password – Encryption – Hiding Objects 56

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