Access 2016: Forms and Reports

Introduction

• Welcome
• Use the exercise files
• Add exercise files to a trusted location
• Challenges explained

1. Introduction to Forms

• The benefit of well designed forms
• Design for the end user
• Get to know the H+ Sport database
• Create a form with the form wizard
• Refine the form design in Layout view

2. Form Design Basics: Creating an Employee Directory

• Organize the form design
• Format objects and the Format Painter
• Object alignment
• Anchor controls
• Modify form properties
• Combine text boxes
• Add a form header
• Challenge: Exploring form properties
• Solution: Exploring form properties

3. Form and Report Controls

• Label control
• Lines and rectangles
• Organize screen space with tabs
• Button controls
• Link to external content
• Select data with a combo box
• Control input with option groups
• Attach external documents
• Add images to a form
• Embed a subform control
• Display a chart
• Link form controls
• Set the default properties for objects
• Edit the Tab Stop sequence

4. Getting Around the Database

• Create a main menu
• Refine button macros
• Create a data entry form
• Finalize the customer form
• Challenge: Navigate the database
• Solution: Navigate the database

5. Report Layout

• Organize records with group and sort
• Understanding report structure
• Build a report with the wizard
• Build a report from a query
• Format the report in Design view
• Apply conditional formatting rules
• Create calculation fields
• Add a report header
• Segment data into groups
• Challenge: Create an employee report
• Solution: Create an employee report

6. Linking Forms and Reports: Creating a Profit Summary

• Build the query
• Create the report structure
• Add data to the report
• Connect the form
• Connect the query
• Add line numbers to the report
• Launch the Main Menu form at startup

7. Printing and Exporting Reports

• Examine the Print Preview tab
• Automate the workflow with macros

8. Populating Business Documents

• Prepare the scanned template
• Select a single record from the database
• Construct the I-9 report
• Create a form letter

Conclusion

• Next steps