microsoft access 2013 ®® tutorial 8 sharing, integrating and analyzing data

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Microsoft Access 2013 ® ® Tutorial 8 Sharing, Integrating and Analyzing Data

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Page 1: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

Microsoft Access 2013

® ®

Tutorial 8Sharing, Integrating and Analyzing Data

Page 2: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPObjectives• Session 8.1– Export an Access query to an HTML document and

view the document– Import a CSV file as an Access table – Use the Table Analyzer– Import a table from another Access database– Import and export XML files– Save and run import and export specifications

New Perspectives on Microsoft Access 2013 2

Page 3: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPObjectives (Cont.)

• Session 8.2– Create a tabbed form using a tab control – Understand the difference between importing,

embedding, and linking external objects – Embed a chart in a form – Create and use an application part – Export a PDF file – Link data from an Excel workbook

New Perspectives on Microsoft Access 2013 3

Page 4: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPSharing, Integrating and Analyzing Data

• Case - Chatham Community Health Services Creating Custom Reports for Chatham Community Health Services

• User wants other employees to have access to the Clinic database and share data among the different programs employees use

• User would also like to be able to analyze the data in the database

• Tasks include:• Importing, exporting, linking, and embedding data• Creating application parts• Explore the charting features

New Perspectives on Microsoft Access 2013 4

Page 5: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPSharing, Integrating and Analyzing Data (Cont.)

New Perspectives on Microsoft Access 2013 5

Page 6: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXP

New Perspectives on Microsoft Access 2013 6

Sharing, Integrating and Analyzing Data (Cont.)

Page 7: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPExporting an Access Query to an HTML Document

New Perspectives on Microsoft Access 2013 7

Page 8: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPExporting an Access Query to an HTML Document (Cont.)

New Perspectives on Microsoft Access 2013 8

Page 9: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPExporting an Access Query to an HTML Document (Cont.)

New Perspectives on Microsoft Access 2013 9

• Viewing an HTML Document Using Internet Explorer– You can view the HTML document that you created using

any web browser– Right-click Crosstab in the file list to open the shortcut

menu– Click Open with– Click the name of your web browser, such as Internet

Explorer– Click the OK button (if necessary). Internet Explorer starts

and opens the Crosstab web page

Page 10: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPImporting a CSV File as an Access Table (Cont.)

New Perspectives on Microsoft Access 2013 10

• A CSV (comma-separated values) file is a text file in which commas separate values, and each line is a record containing the same number of values in the same positions– This is a common format for representing data in a table

and is used by spreadsheet applications such as Excel as well as database applications

Page 11: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPImporting a CSV File as an Access Table (Cont.)

New Perspectives on Microsoft Access 2013 11

Page 12: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPImporting a CSV File as an Access Table (Cont.)

New Perspectives on Microsoft Access 2013 12

Page 13: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPImporting a CSV File as an Access Table (Cont.)

New Perspectives on Microsoft Access 2013 13

Page 14: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPImporting a CSV File as an Access Table (Cont.)

New Perspectives on Microsoft Access 2013 14

Analyzing a Table with the Table Analyzer– The Table Analyzer analyzes a single table and, if

necessary, splits it into two or more tables that are in third normal form

– The Table Analyzer also looks for redundant data in the table and removes redundant fields from the table and then places them in new tables

Page 15: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPImporting a table from an Access Database

New Perspectives on Microsoft Access 2013 15

• You can import tables, queries, reports, and other Access database objects

Page 16: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPImporting a table from an Access Database (Cont.)

New Perspectives on Microsoft Access 2013 16

Page 17: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML

New Perspectives on Microsoft Access 2013 17

• XML (Extensible Markup Language) is a programming language that is similar in format to HTML, but is more customizable and is suited to the exchange of data between different programs

• Unlike HTML, which uses a fixed set of tags to describe the appearance of a web page, developers can customize XML to describe the data it contains and how that data should be structured

Page 18: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML (Cont.)

New Perspectives on Microsoft Access 2013 18

Importing Data from an XML File• Access can import data from an XML file directly into

a database table

Page 19: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML (Cont.)

New Perspectives on Microsoft Access 2013 19

Page 20: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML (Cont.)

New Perspectives on Microsoft Access 2013 20

• Saving and Running Import Specifications– If you need to repeat the same import procedure many

times, you can save the steps for the procedure and expedite future imports by running the saved import steps without using a wizard

Page 21: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML (Cont.)

New Perspectives on Microsoft Access 2013 21

Page 22: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML (Cont.)

New Perspectives on Microsoft Access 2013 22

Page 23: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML (Cont.)

New Perspectives on Microsoft Access 2013 23

Exporting an Access Table as an XML File

Page 24: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML (Cont.)

New Perspectives on Microsoft Access 2013 24

Page 25: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML (Cont.)

New Perspectives on Microsoft Access 2013 25

Page 26: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML (Cont.)

New Perspectives on Microsoft Access 2013 26

Saving and Running Export Specifications• Saving

the steps to export a table as an XML file will save time and eliminate errors

Page 27: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing XML (Cont.)

New Perspectives on Microsoft Access 2013 27

Page 28: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPCreating a Tabbed Form Using a Tab Control

New Perspectives on Microsoft Access 2013 28

Page 29: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXP

• Use the Tab Control tool to insert a tab control, which is a control that appears with tabs at the top, with one tab for each form

• Users can switch between forms by clicking the tabs

Creating a Tabbed Form Using a Tab Control (Cont.)

New Perspectives on Microsoft Access 2013 29

Page 30: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPCreating a Tabbed Form Using a Tab Control (Cont.)

New Perspectives on Microsoft Access 2013 30

Page 31: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPCreating a Tabbed Form Using a Tab Control (Cont.)

New Perspectives on Microsoft Access 2013 31

Page 32: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPCreating a Tabbed Form Using a Tab Control (Cont.)

New Perspectives on Microsoft Access 2013 32

Page 33: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPIntegrating Access with Other Programs

New Perspectives on Microsoft Access 2013 33

• When you integrate information between programs, the program containing the original information, or object, is called the source program, and the program in which you place the information created by the source program is called the destination program

• Access offers three ways for you to integrate objects created by other programs– Importing - When you import an object, you include the

contents of a file in a new table or append it to an existing table, or you include the contents of the file in a form, report, or field

Page 34: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPIntegrating Access with Other Programs (Cont.)

New Perspectives on Microsoft Access 2013 34

– Embedding - When you embed an object in a form, report, or field, you preserve its connection to the source program, which enables you to edit the object. However, any changes you make to the object are reflected only in the form, report, or field in which it is embedded; the changes do not affect the original object in the file from which it was embedded

– Linking - When you link an object to a form, report, or field, you include a connection in the destination program to the original file maintained by the source program; you do not store data from the file in the destination program. Any changes you make to the original file using the source program are reflected in the linked file version in the destination program

Page 35: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPEmbedding a Chart in a Form

New Perspectives on Microsoft Access 2013 35

Page 36: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPEmbedding a Chart in a Form (Cont.)

New Perspectives on Microsoft Access 2013 36

Page 37: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPEmbedding a Chart in a Form (Cont.)

New Perspectives on Microsoft Access 2013 37

Page 38: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPEmbedding a Chart in a Form (Cont.)

New Perspectives on Microsoft Access 2013 38

Page 39: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPEmbedding a Chart in a Form (Cont.)

New Perspectives on Microsoft Access 2013 39

Page 40: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing Templates and Application Parts

New Perspectives on Microsoft Access 2013 40

• A template is a predefined database that can include tables, relationships, queries, forms, reports, and other database objects– You can create your own template from an existing database file or

choose from a list of predefined templates– In addition to creating a standard template, you can also create an

application part, which is a specialized template that can be imported into an existing database

– A standard template would be used to create a new database file– An application part is used when you already have a database file that

you’re working with, and would like to include the content from an application part in your existing database

Page 41: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing Templates and Application Parts (Cont.)

New Perspectives on Microsoft Access 2013 41

Page 42: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing Templates and Application Parts (Cont.)

New Perspectives on Microsoft Access 2013 42

Page 43: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing Templates and Application Parts (Cont.)

New Perspectives on Microsoft Access 2013 43

Page 44: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPUsing Templates and Application Parts (Cont.)

New Perspectives on Microsoft Access 2013 44

Page 45: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPExporting a report to a PDF File

New Perspectives on Microsoft Access 2013 45

• PDF (portable document format) is a file format that preserves the original formatting and pagination of its contents no matter where it’s viewed– Current versions of all major operating systems for desktop

computers and handheld devices include software that opens PDF files

Page 46: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPExporting a report to a PDF File (Cont.)

New Perspectives on Microsoft Access 2013 46

Page 47: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPLinking Data from an Excel Worksheet

New Perspectives on Microsoft Access 2013 47

Page 48: Microsoft Access 2013 ®® Tutorial 8 Sharing, Integrating and Analyzing Data

XPXPXPLinking Data from an Excel Worksheet (Cont.)

New Perspectives on Microsoft Access 2013 48