Step By Step MS Access Tutorial PDF Format.pdf

Section 11: Data Manipulation Mark Nicholls – ICT Lounge IGCSE ICT – SECTION 11 DATA MANIPULATION MICROSOFT ACCESS STEP BY STEP GUIDE Mark Nich...

Section 11: Data Manipulation Mark Nicholls – ICT Lounge IGCSE ICT – SECTION 11 DATA MANIPULATION MICROSOFT ACCESS STEP BY STEP GUIDE Mark Nicholls ICT Lounge Page |1 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Contents Task 35 details………………………………………………………………………………………… Page 3 Opening a new Database…………………………………………………………………………. Page 4 Importing.csv file into the Database………………………………………………………. Page 5 - 9 Amending Field Properties……………………………………………………………………….. Page 10 - 11 Taking Screenshot Evidence……………………………………………………………………… Page 12 Task 36 details…………………………………………………………………………………………. Page 13 Inserting and Checking New Records……………………………………………………….. Page 13 - 14 Task 38 details……………………………………………………………………………………….. Page 15 Identifying Query Tasks and Report Tasks………………………………………………… Page 15 Creating the First Query……………..…………………………………………………………. Page 16 - 17 Creating a Calculated Field within the Query………………………………………… Page 18 - 19 Changing Format of a Calculated Field…………………………………………………….. Page 20 First Query Search Criteria……………………………………………………………………… Page21 - 22 Setting up a Report of the First Query………..………………………………………….. Page23 - 27 Performing Calculations within Reports……………………………………………………. Page 28 - 31 Adding Header and Footer information to a Report………………………………. Page 32 - 34 Task 40 details…………………………………………………………………………………………. Page 35 Creating the Second Query…………………………………………………………………….. Page 35 - 37 Second Query Search Criteria………………………………………………………………….. Page 37 - 39 Setting up Labels of the Second Query…………………………………………………… Page 39 - 43 Adding Header and Footer information to Labels…………………………………… Page 43 - 46 Task 42 details………………………………………………………………………………………… Page 47 Creating the Third Query……………………………………………………………………….... Page 47 Third Query Search Criteria……………………………………………………………………… Page 47 – 48 Hiding Fields within a Query……………………………………………………………………. Page 48 Sorting information within a Query………………………………………………………… Page 49 Task 43 and 44 details…………………………………………………………………………….. Page 51 Exporting Data from a Query…………………………………………………………………… Page 51 – 53 Importing Exported Data into a Word Document……………………………………… Page 52 Extra Info --- Summarising Data………………………………………………………………. Page 54 - 56 Page |2 Section 11: Data Manipulation Mark Nicholls – ICT Lounge 2010 Database Task – Walkthrough Q35 Using a suitable database package, import the file N10EKS.CSV Assign the following data types to the fields: Make Text Model Text Size Numeric/1 decimal place Price Currency/2 decimal places Skill Level Text Wind Condition Text Use Text Number Numeric/Integer Stock Item Boolean/Logical Make sure that you use these field names. You may add another field as a primary key field if your software requires this. Save a screen shot showing the field names and data types used. Print a copy of this screen shot. Make sure that your name, Centre number and candidate number are included on this printout. The solution to task 35 will be detailed over the pages 2 - 10. Page |3 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Opening a Database - How to do it: 1. Open Microsoft Access by clicking:  Start Button  All Programs  Microsoft Office  Microsoft Access 2. Click the Office Button followed by New to open the Blank Database pane on the right-hand side in the window. 3. Enter a meaningful File Name: for the database. For example ‘Kites’ would make sense as this is the type of information that the database will hold. 4. Click on the Browse button (yellow folder) and choose where you would like to save your database (Data Manipulation folder). Press. 5. Click on and you will be presented with a new database similar to this: Page |4 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Importing the N10EKS - How to do it: 1. Copy the 2010 Past Paper Walkthrough folder into your Data Manipulation folder. 2. Select the External Data tab then click on the Import Text File icon. IMPORTANT NOTE: Files saved in.csv format are considered text files. Each data item is separated from the next by a comma. 3. This icon opens up the Get External Data window like this: Use the button to find the file‘N10EKS.CSV’. NOTE: Ensure the top option button is selected. This ensures the data is saved in a new table. Click on. IMPORTANT NOTE: A large number of students perform poorly in this section of the exam because they select the bottom option instead of the top one. Page |5 Section 11: Data Manipulation Mark Nicholls – ICT Lounge 4. The Import Text Wizard window will open. 5. Select the ‘Delimited’ option. This option is for data that is separated by a comma (as is the case in.csv files) Click on. 6. For the next part of the wizard make sure that the Comma option is selected using the option buttons. Examine the first row of the data and decide if it contains the fieldnames that you need or if it contains the first row of data. 7. If the first row contains the fieldnames, click on the First Row Contains Field Names tick box. As you tick the box the first row changes from this to this. Page |6 Section 11: Data Manipulation Mark Nicholls – ICT Lounge 8. Click on to open the Import Specification window. Check that all fieldnames and data types match those specified in task 35. In this case the Size, Price and Stock Item fields are not correct. Make the following changes: Size field needs changing to Long Integer Price field needs changing to Currency Stock Item needs changing to Boolean (Yes/No) 9. To make these changes, click on the Data Type cell for each of the fields and use the drop-down list to select the correct options as described in the list above. Your completed fields and data types list should look like the following screenshot. Page |7 Section 11: Data Manipulation Mark Nicholls – ICT Lounge When all of the changes have been made, click on. 10.Select twice. 11.On the screen where Access is asking you about a Primary Key you should ensure that you select the option ‘Let Access add primary key’. This adds a new field called ID to the table. NOTE: Primary Keys ensure that each record can be uniquely identified. 12.Click on. 13.In the Import to Table: box enter ‘tblKites’. NOTE: This is a meaningful table name. The ‘tbl’ shows you that it is a table and the ‘Kites’ gives an idea of what kind of data is being held. 14.Click on to import the data and then to close the wizard. Page |8  Section 11: Data Manipulation Mark Nicholls – ICT Lounge 15.Double click on tblKites to display the imported information which should look like this: tblKites – containing Imported the imported.csv data records Page |9 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Amending Field Properties – how to do it: 1. Changes to the field types, or other properties, can be made from the Home tab. In the Views section, click on the Design View icon. 2. The task instructed you to set the Size field to 1 decimal place. You can check this by clicking the left mouse button in the Size field and viewing the number of Decimal Places in the General tab at the bottom of the window. As you can see this is not set to 1 decimal place but set to ‘Auto’. 3. Click on the cell containing ‘Auto’ and use the drop-down list to set this to 1 decimal place. Use the same method to set the Price field (which is currency data type) to 2 decimal places. P a g e | 10 Section 11: Data Manipulation Mark Nicholls – ICT Lounge 4. To change the Boolean field so that it displays ‘Yes’ or ‘No’, click in the Stock Item field and in the General tab select the Format cell. 5. Use the drop-down list to select the Yes/No option. 6. Save the database for later use by clicking the symbol. P a g e | 11 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Taking a screenshot – how to do it: 1. Open your Kites Table in Design View. 2. The task asks you to take a screenshot of the Field Names and Data Types used within the table. To do this, simply press PrtScn on the keyboard. 3. Open up an empty Microsoft Word document and then click Paste. 4. Add your Name, Centre Number and Candidate Number to the Footer. Your finished screenshot should look something like this: 5. Print a copy of your screenshot. P a g e | 12 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Q36 Insert the following three records: Make Model Size Price Skill Level Wind Use Number Stock Item Condition Airush Vapour 16 999 Beginner Low Kite Surf 1 Yes Best Nemesis 12 979 Beginner Medium Kite Surf 1 Yes Airush Flow 5 699 Beginner High Kite Surf 1 Yes Check your data entry for errors. Q37 Save the data. Inserting new records - How to do it: 1. Double click on tblKites to view the records. Database tblKites Records 2. Scroll to the bottom of the table and look for the row which is marked with an asterix (*). The asterix indicates that this row is where new records are input. New records inserted here 3. Enter the 3 new records as specified in task 36. P a g e | 13 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Checking data entry - How to do it: All this requires you to do is to read through the new records that you have entered and double check that they match those stated in task 36. It is vital that your data entry is EXACTLY the same as the information stated in the question or you will run into problems when you come to search the database later in the exam. Remember task 36 required you to add the following records: Make Model Size Price Skill Level Wind Use Number Stock Item Condition Airush Vapour 16 999 Beginner Low Kite Surf 1 Yes Best Nemesis 12 979 Beginner Medium Kite Surf 1 Yes Airush Flow 5 699 Beginner High Kite Surf 1 Yes Save the data – How to do it: To save the new records in the table simply press the Save button which you can find to the right of the Office Button (top left of the screen). P a g e | 14 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Q38 Produce a report which: 1. Contains a new field called Order which is calculated at run-time. This field will calculate the Price multiplied by 3 2. Has the Order field set as currency with 2 decimal places 3. Shows only the records where Number is less than 2 and Stock item is Yes 4. Shows all the fields and their labels in full 5. Fits on a single page 6. Has a page orientation of landscape 7. Sorts the data into ascending order of Make (with Airush at the top) 8. Calculate the total value of kites to be ordered and: o Shows this total value at the bottom of the Order column o Formats this total value to currency with no decimal places o Has the label ‘Total order value’ for the total value 9. Include the heading ‘Kites we need to restock’ at the top of the page 10.Has your Name, Centre Number and Candidate Number on the left footer of each page. This task is the most difficult of them all. It requires you to produce a report. However before you can make the report you must create something called a query. What is a query? A query is a way to search through the data stored in the database to produce meaningful results. In this question the query needs to search the database in 2 ways: 1. Search the information where Number is less than 2 AND Stock Item is ‘Yes’. 2. Includes a field called ‘Order’ which is calculated at run-time and multiplies the Price field by 3. What is a report? A report is a method we use to display our information in the clearest way possible. Reports are essentially the output of the database. The report in this question only wants us to display information that meets certain criteria and, therefore, we also need to create a query. P a g e | 15 Section 11: Data Manipulation Mark Nicholls – ICT Lounge NOTE: You MUST be able to determine the difference between a query and a report in this task. In short:  Any tasks which sound like you need to search for information are tackled within the query.  Any tasks which sound like they are talking about the display of the information should be tackled within the report. Creating the query – How to do it: 1. Click Create and then Query Wizard. 2. Select Simple Query Wizard then click OK. 3. On the next screen, you should make sure that tblKites option is selected. Use the arrows to move the fields from the Available Fields: window into the Selected Fields: window. Selected Fields Arrows Available Fields P a g e | 16 Section 11: Data Manipulation Mark Nicholls – ICT Lounge 4. Select the ‘Detail – show every field of every record’ option then press Next. (If the task required a summary of data then you would choose ‘Summary’) 5. Choose a name which suits the task. I suggest ‘Kites Order Query’. Select the ‘Modify the Query Design’ option. This lets us create our searches. Click Finish. This takes us to the Query Design screen and from here we can tell Access which data we would like to search for: Query Design P a g e | 17 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Creating the Calculated Field ‘Order’ – How to do it: The problem: Produce a report which: 1. Contains a new field called Order which is calculated at run-time. This field will calculate the Price multiplied by 3 Calculated fields only work during run-time. This means that the calculation is made as the query is activated or ran. NOTE: It is important to understand that Calculated fields are ALWAYS created within queries…… nowhere else. 1. In query design view find the Stock Item field. 2. Click the mouse cursor into the empty field to the right of Stock Item. 3. In the empty field type Order: [Price] * 3 This creates a new field called ‘Order’. The Order field will store the result of the [Price] fieldmultiplied by 3. Breakdown of what is happening here: This tells Access what to name the new field This tells Access which mathematical calculation to use This tells Access which current field to use in the calculation P a g e | 18 Section 11: Data Manipulation Mark Nicholls – ICT Lounge NOTE: It is essential that you follow the correct syntax. For example:  Correct order  Using a colon ( :) after the new field name  Using square brackets [ ] to surround the current field’s name  Using the correct mathematical symbol (see below) Mathematical symbols are as follows: * (multiply) / (divide) - (subtract) + (add) 4. Run the query by clicking the Datasheet View button. Your query result will be displayed with a calculated field called Order that contains the Price field multiplied by 3. Order field multiplies the contents of the Price field and displays P a g e | 19 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Setting the ‘Order’ field to currency and 2 decimal places – How to do it: The Problem: Produce a report which: 2. Has the Order field set as currency with 2 decimal places 1. Open the Kites Order Query in Design View. To do this, right click the query and then select Design View. 2. Highlight the Order field then right click and select Properties. 3. In the Properties Sheet change the Format to Currency by using the drop-down list. 4. Run the query in Datasheet View and check to make sure that your Order field is set to Currency. NOTE: Currency fields should be set to 2 decimal places by default. P a g e | 20 Section 11: Data Manipulation Mark Nicholls – ICT Lounge Creating some query search criteria – How to do it: The Problem: Produce a report which: 3. Shows only the records where Number is less than 2 and Stock item is Yes 1. Open the Kites Order Query in Design View. 2. Click in the Criteria: section of Number field: 3. As the question requires us to search for only the records where the number is less than 2 we need to type in