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Microsoft Access

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Microsoft Access is a rapid application development (RAD) relational database tool. Access can be used for both desktop and web-based applications, and uses VBA (Visual Basic for Applications) as its coding language.

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How to incorporate Contact Management into an Access database?
Hi,

this video explains a free download that you can incorporate into your Access databases, or use stand-alone for contact management.

Contacts -- Names, Addresses, Phone Numbers, eMail Addresses, Websites, Lists, Projects, Notes, Attachments, ... and many extra bsiness tables.
http://www.msaccessgurus.com/Contacts.htm#Download

This example is elaborate as I spent hundreds of hours building and refining it over the years. Don't let its complexity scare you off from Access! Even seasoned Access developers would need to spend a lot of time to understand it all. The good news is that you can also just use it! Be sure to swap out the back-end for the one without the sample data once you are comfortable ... and if importing tables into your back-end, get them from the "blank" back-end that is included as you probably do want some of the records, like for types.

While I categorized this as "intermediate", if you are a beginner, don't be shy about getting this valuable tool! One of the best ways to learn Access is to use it ... and everyone knows people they keep contact information for.

have an awesome day,
crystal
 

1. download the contact template

http://www.msaccessgurus.com/Contacts.htm#Download

2. open your working database, or skip the rest of the steps and just open the contact template if you want to use it stand-alone

3. from Ribbon --> External Data tab

4. click Access icon in the Import group

5. from the dialog box that pops up, choose --> import (default)

6. click the Browse button to choose the (contact) database file

7. click OK to see a list of objects

8. choose queries, forms, reports, and modules that you want to import

9. OK to bring them all in

10. tables are in the back-end database -- so import these into your back-end, not your front-end


   if your database is not yet split into a front-end and back-end, of course, put them where you are developing

11. Alt-F11 to go to the VBE (Visual Basic Editor)

12. Debug, Compile from the menu

13. fix what is wrong and/or import things you forgot

14. Save

15. Hook into your existing tables by adding CID where it needs to go.


0
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How To Insert Foreign and Special Characters when in Windows Applications
Enter Foreign and Special Characters

Enter characters you can't find on a keyboard using its ASCII code ... and learn how to make a handy reference for yourself using Excel ~

Use these codes in any Windows application! ... whether it is a Microsoft Office product like Excel, Word, PowerPoint, Access,... or a simple program like NotePad.

Along these lines, I've written a tool to make it easier to input and lookup Unicode when you are in Access, and am making another video on Unicode - so be on the lookout for it.

Please Like, Comment, and Share with your friends ~

have an awesome day,
crystal

1. To insert a special character, make sure Num Lock is on


2. Hold down the ALT key


3. Type the ASCII code on the numeric keypad


4. Release the ALT key

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How to Add a "Save As" icon to the Quick Access Toolbar
How can you see what you are working on when you want to see it while you to save a copy?

Add a "Save As" icon to the Quick Access Toolbar, or QAT.

That way, when you save a copy of a query, form, report, or other object you are modifying, you can still see what you are doing and can give your object a better name.

While Access is used to demonstrate,  you can do this in other Office products like Word, Excel, and PowerPoint too.

have an awesome day,
crystal

1. click on down arrow at end of QAT to Customize it


2. Choose "More Commands..." from the drop-down menu


3. choose to show 'All Commands'


4. click on the last command in the list of QAT commands on the right


   or whatever command you want to add the command below

5. double-click <Separator> in the left list to add it to the right list below what is selected


6. in the left list, doube-clicm Save As to addit below what is selected (now the separator)


7. click OK to close the Customize the Quick Access Toolbar dialog box


8. Enjoy faster saving!

0
How to Enforce Referential Integrity on Access Relationships
The Relationships Diagram is a good way to get an overall view of what a database is keeping track of. It is also where relationships are defined. A relationship specifies how two tables connect to each other.

As you build tables in Microsoft Access, or link to tables that are in SQL Server, Excel range, or other database, put them on the Relationships Diagram

Stretch or shrink fieldlists so everything shows

To create a relationship in Access, click on the Primary Key in the main table, drag to the Foreign Key in the related table, and let go.

In the dialog box that pops up,
check: Enforce Referential Integrity

This is important so that there are not values that don't match up to anything.

Error creating relationship?

If there is bad data, a relationship with referential integrity cannot be created. Fix the bad data and try again.

If the table is linked, you can show it on the diagram but you cannot create a real relationship that is not already there. If relationships are not defined, you can drag lines without enforcing  referential integrity to show what is supposed to match.

Define relationships and arrange the diagram as you build your tables.
Enforce Referencial Integrity unless you have a specific reason not to.

have an awesome day,
crystal
 ~ connect to me, let's build it together
http://www.msAccessGurus.com

1. To create a relationship in Access, open the Relationships Diagram

2. click on the Primary Key in the main table

3. drag to the Foreign Key in the related table

4. and let go of the mouse.

5. When the dialog box pops up, check: Enforce Referential Integrity

6. and click Create

7. Rearrange the Relationships Diagram so everything shows and flows

1
Synchronize List Box in Access using SQL and VBA
With just a little bit of  SQL and VBA, many doors open to cool things like synchronize a list box to display data relevant to other information on a form.  If you have never written code or looked at an SQL statement before, no problem! ...  give it a chance. Unleash a great new potential.

This technique of basing the Row Source of one control on the value in another is called "cascading", and you will probably hear that term more in reference to combo boxes.

A list box has many similarities to a combo box such as Row Source, Column Count, Column Widths, and Column Heads. The Width of a list in a combo box is List Width; in a list box, it is the same as the control Width.

As the customer changes, VBA runs to add criteria to the SQL statement for the list box. SQL is what a query stores to know what data to get, where it comes from, and how to sort.  SQL is Structured Query Language.  Don't let the acronym intimidate you.  

An SQL statement is simply a standardized way to get information from database tables. It specifies what to show (Select), and where data comes from (From). Optional clauses include criteria (Where), and how to sort (Order By).  The basic syntax for an SQL statement is:
SELECT fieldlist
FROM tablename
WHERE criteria
ORDER BY fieldlist;

To get an SQL statement into the Row Source of a combo box or list box, you can: (1) Make a query to show what you want, switch to SQL view, and copy the SQL statement, or (2) click in a control's Row …
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Subform to show Calculations in Microsoft Access
Look below the covers at a subform control , and the form that is inside it. Explore properties and see how easy it is to aggregate, get statistics, and synchronize results for your data.

A Microsoft Access subform is used to show relevant calculations for data in the mainform.

A subform control is a container, like a bucket, for a form or report. Its properties specify: what it contains (Source Object), how it is linked (Link Master Fields, Link Child Fields), what it is called (Name), how big it is (Width, Height), where it is  (Top, Left), what it looks like (Border Color, Border Style, Special Effect), whether or not it shows (Visible), if the user can modify values (Locked, Enabled), and so on.

As you navigate from record to record in the mainform, data in the subform automatically changes. LinkMasterFields and LinkChildFields are used to synchronize the forms, without any more effort on your part!

On the mainform, LinkMasterFields is a combobox that stores CustomerID but shows the customer name and more. What is displayed in the combobox is influenced by Column Count, ColumnWidths, and ListWidth.

The form inside the subform control is a regular form designed to be used as a subform; and in this case, to display information only, so things like RecordSelectors and ScrollBars are turned off. The RecordSource for the subform (where it gets its data from) is a query that has 2 queries below it doing more calculations. See how queries are stacked to get …
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Mainform + Subforms designed for efficiency and flexibility
This lesson discusses how to use a Mainform + Subforms in Microsoft Access to find and enter data for payments on orders. The sample data comes from a custom shop that builds and sells movable storage structures that are delivered to your property. When a sale is made, it may be paid outright, carried in-house, or purchased by a finance company.

Using a mainform with subforms allows data entry into multiple tables with referential integrity. There are also calculations, and ways to find and filter information; Synchronizing subforms so they update with the record changes using LinkMasterFields and LinkChildFields; Calculating sum and total number of orders and payments, and the balance due; Displaying the company logo; and more.

Learn how to undo creating a new record, use shortcuts and quick ways to enter data, and about setting the Enter key behavior in the Access Options so pressing Enter goes down one row, just like in Excel. See how easy it can be to disburse all the is remaining on an allocated amount left to a single order.

See how Anchoring subforms and controls enables them to stretch and shrink as the display area changes.

Future lessons will go into the nuts and bolts of how this form works, address issues, fix problems (there are some), and enhance capabilities.

~~~

Did you learn something new?

Please Like, Comment, and Share with your friends. Thank you.

Through sharing, we will all get better.

have an awesome day,
crystal

1. Download sample database

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How to Create Calendar Reports from Access Queries
Have you created a query with information for a calendar? ... and then, abra-cadabra, the calendar is done?! I am going to show you how to make that happen.

Visualize your data!  ... really see it

To use the code to create a calendar from a query, simply import the (only) module (mod_HtmlCalendarReport_s4p) from the download (see Step 1, below)  into your working database (and then compile and save, of course). You can get the same code by choosing File, Import in the VBE (Visual Basic Editor -- Alt-F11) and choosing the BAS file.  

Importing VBA doesn't, of course, include easy-to-launch macros (even though the macros run VBA procedures) ... triggering them is a snap -- especially if you use a menu form with buttons and other controls.  

Please, as you make changes, rename the 'test' procedures to have more meaningful names depending on how you customize them and how they are used. And add your own comments ... and indent?

If you feel like sharing, your ideas are welcome, and appreciated.

Using vba:
Application.FollowHyperlink Create_HtmlCalendar(sQueryName)
  • will open a web page with the calendar created from the query specified by sQueryName
  • The Create_HtmlCalendar function creates the calendar as an HTML file (web page)
  •   it returns the path and filename when done.
  • You have a calendar file you can email and share with others.
  • you may wish to add VBA Error Handling (Basics video)

What do you need to know to use this feature?
1
display Triangles! and Circles! in a Microsoft Access Query -- Get Previous Record too
Visualize your data even better in Access queries. Given a date and a value, this lesson shows how to compare that value with the previous value, calculate the difference, and display a circle if the value is the same, an up triangle if it increased, or a down triangle if it decreased ... and stagger the markers for even greater grasp.

This lesson also covers how to handle non-American date formats, and optimize performance with a subquery.

If you like this video, please Like, Share, and Comment ~ thank you

1. Make a new query based on a table (MyData) with a date (TheDate) and a value (Price)


   - add date and value fields to the grid
   - sort in decending order by date

2. Add another copy of the table to the query


   - Access will '_1' to the end of the name of the copy at the top of the fieldlist to make it unique.
   - This table will represent the record for 'yesterday',  or whenever the previous value was recorded.
   - add date and value fields to the grid and give them aliases (for instance, PrevDate and PrevPrice) since field names have to be unique

3. Create a calculated field to show the difference


   - for instance --> Diff: CCur( MyData.Price - MyData_1.Price )
   - between a value in the reference record and the previous record
   - Wrap with function to convert to currency to ensure the result is the correct data type
   - the calculated field name (alias) is 'Diff' since it appears before the colon

4. Create a calculated field to show the Unicode symbol corresponding to a Circle or Triangle to graphically represent the difference

0
 

Expert Comment

by:Andy Brown
Nice work Crystal - thank you for sharing.
1
 
LVL 24
thank you, Andy

Unicode:

Note: Some fonts have more, and better, Unicode representations than others. For Windows standard built-in fonts, Arial Unicode MS and Lucida Sans Unicode have fair coverage.  Common fonts such as Arial, times New Roman, and Calibri can be okay too.

If you cannot show the Unicode characters used to demonstrate, try these instead:

filled circle  --> 9679

down-pointing triangle --> 9660

up-pointing triangle --> 9650
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How To Make a Graph with Microsoft Access
Do you want to know how to make a graph with Microsoft Access? First, create a query with the data for the chart. Then make a blank form and add a chart control. This video also shows how to change what data is displayed on the graph as well as formatting, chart type, titles and legend.

"A picture is worth a thousand words"

1. Make a query to show what you want on the X-axis (Category) and Y-axis/es (Values)


2. Create a Chart object on a form or report using the Chart tool


3. Follow wizard steps, but don't worry about the data


4. Set the RowSource for the chart object to be the data that you want


5. Resize and Format the chart -- and set/change other properties such as text for Title(s)


6. To progammatically modify the chart, watch the next video in this series, 'Manipulate Graphs in Microsoft Access using VBA'.

3
 
LVL 36

Expert Comment

by:Subodh Tiwari (Neeraj)
You are awesome Crystal! Great video tutorial. :)
1
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Bar Graphs in an Access Query
Add bar graphs to Access queries using Unicode block characters. Graphs appear on every record in the color you want. Give life to numbers.

Hopes this gives you ideas on visualizing your data in new ways ~

1. Create a calculated field in a query


2. Use Cint to convert to integer for the number of repititions


3. use ChrW(9600) for the Unicode upper half block character


4. use String to repeat a given character a number of times


5. Color the graph by setting the column Format to something like [Blue]@


   colors: Black, Blue, Green, Cyan, Red, Magenta, Yellow, or White
   @ signifies that the value is text
2
Secure Portal Encryption
With Secure Portal Encryption, the recipient is sent a link to their email address directing them to the email laundry delivery page. From there, the recipient will be required to enter a user name and password to enter the page. Once the recipient has done so, they can then access the encrypted email.
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Polish Reports in Access
Polish reports in Access so they look terrific. Take yourself to another level. Equations, Back Color, Alternate Back Color. Write easy VBA Code. Tighten space to use less pages. Launch report from a menu, considering criteria only when it is filled out.

If you haven't already seen it, watch and do all the steps for 'Create a Query and Grouped Report and Modify Design using Access'
https://www.experts-exchange.com/videos/4514/Create-a-Query-and-Grouped-Report-and-Modify-Design-using-Access.htm

1. Download the START and SOLUTION databases

ReportPolish_START_SOLUTION.zip

2. Change equations for sum descriptions in each of the group footer sections to cut extra words.


Month format code is mmm-yy
Year format code is yyyy

3. Set Width of product category footer descriptive equation to 2.8 inches and Left to 0.2 inches.


4. Delete extra labels with the caption = sum


5. Set width of other group footer descriptive equations to 3 inches.


6. Set Top of sum amount controls to 0 in the group footer sections.


7. Bold header and footer group section controls.


8. Tighten spacing to reduce pages.


9. Set group sections to 'keep header and first record together on one page'.


10. Set Back Color and Alternate Back Color for each section:


- Product Category = aqua
- Day = orange
- Month = blue
- Year = green

11. Set group header and footer controls to Back Style = Transparent.


12. Save, Close, and Rename the report.


13. Modify the menu form to add a command button with a Click [Event Procedure] to open the report in print preview.


Remember to Debug, Compile, and then Save

14. Write VBA code to construct criteria that the user may have picked and ignore criteria that is not specified.


15. Modify the OpenReport code to call the criteria function for the WhereCondition argument.


Remember to Debug, Compile, and then Save

16. Now for the fun part ... open your new report for any date, or date range, or no criteria!

1
 
LVL 18

Administrative Comment

by:Kyle Santos
Great video submission, Crystal!  Congratulations.  Your video has been Approved and is now published on Experts Exchange.  Feel free to share this video by selecting the social sharing icons.
0
 
LVL 24
thank you, Kyle
0
Create a Query and Grouped Report and Modify Design using Access
Access reports are powerful and flexible. Learn how to create a query and then a grouped report using the wizard. Modify the report design after the wizard is done to make it look better. There will be another video to explain how to put the final polish on the report, rename it, and add it to a menu form. Download the START and SOLUTION sample databases.

1. Download the START and SOLUTION sample databases (zip file)

SimpleGroupedReport_START_SOLUTION_D.zip

2. Open the START sample database

3. Create a Query to Line Up Data for Report

4. Use the Report Wizard to create a Grouped Report


Source is the query created in step 3

5. Group by year, month, day, then product category

6. Sort by product name then descending amount

7. Specify the amount to be summed

8. Choose Outline layout

9. Modify the Report Design


Add, delete, resize and move controls; show and use different report sections; spacing and boundaries; calculated controls;  formatting and properties; Report View and Print Preview.

10. Compare what you did to the SOLUTION database

1
 
LVL 24
the next video is here:

Polish Reports in Access
https://www.experts-exchange.com/videos/4559/Polish-Reports-in-Access.html
0
 
LVL 18

Administrative Comment

by:Kyle Santos
Thanks!
0
Excel Error Handling Part 3 -- Run and Fix Bugs
This is Part 3 in a 3-part series on Experts Exchange to discuss error handling in VBA code written for Excel.

Part 1 of this series discussed basic error handling code using VBA.
http://www.experts-exchange.com/videos/1478/Excel-Error-Handling-Part-1-Basic-Concepts.html

Part 2 went in depth on how the VBA  to copy values to blank cells works, and how to loop.
http://www.experts-exchange.com/videos/1498/Excel-Error-Handling-Part-2-VBA-to-Copy-Values-Down-to-Blank-Cells-in-an-Excel-Column.html

Although helpful, it is not necessary to watch parts 1 and 2 before this lesson.

This lesson runs code to see what it does and then breaks working code so we can explore errors.  We run and fix, debug, compile, use and not use Option Explicit, step through code while it is running, look at the watch window to see values of variables, set and clear breakpoints, stop, continue running, and learn how debugging and error handling work.

01. For a list of macros, press Alt-F8


   When you are in an Excel Workbook, press Alt-F8 for a list of Macros.

02. To go to VBA, press Alt-F11


   When you are in an Excel Workbook, press Alt-F11 to go to the Visual Basic Editor (VBE) where you can write Visual Basic for Applications (VBA).

03. To watch variable values, press Ctrl-W


   When you are in VBA code, press Ctrl-W to open the Watch window and set expressions to watch the value of.  If a variable name is highlighted when Ctrl-W is pressed, it will be filled in the Expression.

04. Stop


   Add a Stop statement to the code to cause the code to stop on that line when it runs.

05. To single-step, press F8

2
 

Expert Comment

by:Erika Anderson
Thank you!
0
Basic Error Handling code for VBA and Microsoft Office
This lesson covers basic error handling code in Microsoft Excel using VBA. This is the first lesson in a 3-part series that uses code to loop through an Excel spreadsheet in VBA and then fix errors, taking advantage of error handling code.

This lesson, Part 1, is the basics.  Whether you are writing VBA for Excel, Access, Word, or another Microsoft Office application,  basic error handling is the same.

01. Set up the error handler


   At the top of the code for your procedure, the error handler is set up using     On Error GoTo Proc_Err

02. Exit Code


   After whatever your procedure does, a line label for the exit code (such as Proc_Exit: ) is used to signify what happens at the end of the procedure. This can be code to cleanup object variables, or simply code to gracefully exit.

03. Error Handling Code


   After the exit code, a line label for the error handling code (such as Proc_Err: ) is used to begin what happens if there is an error.
Books_START_ErrorHandling_CopyDownB.xlsm
Books_ErrorHandling_CopyDownBlanks_.xlsm
3
 

Expert Comment

by:chris pike
For someone who is trying to wrap their brain around VB for the first time, this video is starting to shed light on the subject.
Well done video, very helpful.

Thanks so much.
I will definitely look out for more videos from crystal (strive4peace).
0
 
LVL 24
thank you, Chris and you're welcome  ~ if you have any questions about basic error handling, please post them here.
0
How to install the Office 2016 desktop applications that come with the free trial of Office 365 Home
In a previous video Micro Tutorial here at Experts Exchange, I explained how to get a free, one-month trial of Office 365, which provides the desktop versions of Office 2016. For Windows, this includes Access 2016, Excel 2016, OneNote 2016, Outlook 2016, PowerPoint 2016, Publisher 2016, and Word 2016, as well as Microsoft OneDrive. The previous tutorial ended at the point of downloading the installer for the Office 2016 desktop modules for Windows. This new tutorial goes through the installation process for those applications.

1. Run the downloaded installer


Using Windows/File Explorer (or whatever file manager you prefer), locate the downloaded installer for the Office 2016 apps that are included as part of the Office 365 Home subscription. The name may vary depending on your operating system, but it will look something like this:

Setup.<lots of other characters here>.exe

Run it (usually, via a double-click, but that depends on your file manager and settings) and then click the "Run" button on the "Security Warning" dialog.

step1

2. Accept the User Account Control dialog


Depending on your User Account Control (UAC) settings, you may or may not get the UAC dialog. If you do, click the "Yes" button.

step2

3. Wait until all Office 2016 apps are installed


Although it says, "We'll be done in just a moment", grab a cup of coffee.

step3

4. Check for the Office Tools shortcuts


Check to make sure that the installer created a "Microsoft Office 2016 Tools" program group, with two shortcuts in it.

step4

5. Check for the Office shortcuts


Check to make sure that the installer created shortcuts for all of the Office 2016 apps. It does not
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How to get a free trial of Office 365 with the Office 2016 desktop applications
Office 365 is currently available in five editions. Three of them are for business use: Office 365 Business Essentials, Office 365 Business, and Office 365 Business Premium. Two of them are for home/personal use: Office 365 Home and Office 365 Personal. However, only one of them offers a free trial — Office 365 Home. This Experts Exchange video Micro Tutorial explains how to go through the process of obtaining the free, one-month trial for Office 365 Home, which includes the desktop versions of Office 2016. For Windows, this includes Access 2016, Excel 2016, OneNote 2016, Outlook 2016, PowerPoint 2016, Publisher 2016, and Word 2016, as well as Microsoft OneDrive. In a subsequent EE video Micro Tutorial, I show how to install the downloaded desktop versions of those Office 2016 modules in a Windows 7 system.

1. Visit the website for Office 365 Home


Visit the site with the only Office 365 edition that currently offers a free trial:
https://products.office.com/en-us/compare-microsoft-office-products

Step1

2. Request free trial


Click the "Try for free" button.

Step2aClick the "Try 1-month free" button.

Step2b

3. Sign into your Microsoft account


Enter your email or phone for your Microsoft account, your password, and click the "Sign in" button.

Step3

4. Go through the payment process


Even though it is a free trial, you must provide a payment method and go through the payment process. So be prepared with a credit/debit card or a bank account or PayPal. If you are unwilling to provide a payment method, you cannot get the free trial.

Step4

5. Go through the install process

0
 
LVL 7

Expert Comment

by:Yashwant Vishwakarma
Thank You for sharing Joe :)
0
 
LVL 59

Author Comment

by:Joe Winograd, Fellow&MVE
You're welcome, Yashwant. I'm glad you like it! Regards, Joe
0
MS Access – Using DLookup
In Microsoft Access, learn how to use Dlookup and other domain aggregate functions and one method of specifying a string value within a string.

1. Specify the first argument, which is the expression to be returned

2. Specify the second argument, which is the data source. This may be a table or query

3. Specify the third argument, which is the criteria

4. How to return multiple fields from a single DLookup()

5. Pitfalls to avoid

3
MS Access – Repeating Sub-Report Headings on Each Page
In Microsoft Access, learn the trick to repeating sub-report headings at the top of each page.

1. The problem with sub-reports and headings

2. Add a dummy group to the sub report using the expression =1

3. Set the “Repeat Section” property of the dummy group’s header to yes

4. Move the column headings to the dummy group’s header

8
 

Expert Comment

by:jared Winton
Thanks!
0
 
LVL 59

Author Comment

by:Jim Dettman (Microsoft MVP/ EE MVE)
Quite welcome.

Jim.
0

Microsoft Access

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Solutions

51K

Contributors

Microsoft Access is a rapid application development (RAD) relational database tool. Access can be used for both desktop and web-based applications, and uses VBA (Visual Basic for Applications) as its coding language.