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When working with Access for the first time, it is tempting to start filling tables
right away and querying data to get fast results, but it is important to under-
stand the basics of the relational database concept before pounding away at
data. A good understanding of how a relational database works will help
you take full advantage of Access as a powerful data analysis solution. This
chapter covers the fundamentals of Access and methods to bring data into the
program.
Access Table Basics
Upon opening Access, you notice that the Database window, shown in Figure
1-1, has seven sections. Each section represents one of the seven database
objects: tables, queries, forms, reports, pages, macros, and modules. The
“Tables” selection is at the top of the list, because it is the precise location
where your data will be stored. All other database objects will refer to the
Access tables for data, whether asking questions of the data or creating reports
based on the data. This section covers the basics to get you working with
Access tables immediately.
Access Basics
CHAPTER
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COPYRIGHTED MATERIAL
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Summary of Contents

Page 1 - COPYRIGHTED MATERIAL

3When working with Access for the first time, it is tempting to start filling tablesright away and querying data to get fast results, but it is import

Page 2 - What is a table?

Field propertiesAfter entering field names, data types, and descriptions, you can set individ-ual field properties for each column, which will affect

Page 3 - Access Basics 5

Input MaskThe Input Mask property can be useful in data entry situations. Whereas For-mat controls how data is displayed, Input Mask controls how data

Page 4 - Exploring data types

Default ValueAn important database concept, Default Value can help save time in the dataentry process. The default value is automatically placed in a

Page 5 - Access Basics 7

Tricks of the Trade: Sorting and Filtering for On-the-fly Analysis There is inherent functionality within Access that can assist you in performingquic

Page 6 - Preparing to create a table

To demonstrate this functionality in action, open the CustomerMaster tableand right-click in the State column. The popup menu shown in Figure 1-9activ

Page 7 - Data types for calculations

ImportingWith importing, you are making a copy of the data and filling a newly createdtable with the copied data. After importing, the data is disconn

Page 8 - 10 Chapter 1

WARNING It is important to remember that Access does not let go of diskspace on its own. This means that as time goes on, all the file space taken upb

Page 9 - Advanced Table Concepts

TIP The Import Spreadsheet Wizard attempts to make an educated guess asto what data type to set for each column. Still, it is a good idea to check the

Page 10 - Field properties

Figure 1-11 Data is usually stored in an Excel spreadsheet using the flat-file format.In order to get the customer information for each invoice, sever

Page 11 - Decimal Places

Figure 1-12 The last record of CORRUL Corp. was not correctly updated to the newaddress.If the City data is not properly updated everywhere, when you

Page 12 - Primary key

Figure 1-1 The Database window has seven main sections you can work with: Tables, Queries, Forms, Reports, Pages, Macros, and Modules.What is a table?

Page 13 - Access Basics 15

of that data. The problem is that the data has not really been related; it has simply been shown how it could relate to each other on a particular spr

Page 14 - Getting Data into Access

Figure 1-13 A one-to-many relationship between tables can be identified by the infinitysymbol on the line connecting the tables. Creating and editing

Page 15 - Importing

Referential integrityIn addition to establishing relationships between tables, you are able toenforce certain rules that guide these relationships. Fo

Page 16 - 18 Chapter 1

What is a query?By definition, a query is a question. For our purposes, it is a question aboutdata, which is stored in tables. Queries can be exceedin

Page 17 - Access Basics 19

The Query By Design interfaceGo to your sample database and select the Queries tab. At the top, double-click“Create query in Design view.” The Show Ta

Page 18 - 20 Chapter 1

Figure 1-16 The Query By Design interface.For this example, select the following three fields: Branch_Num, Cus-tomer_Name, and State. To select fields

Page 19 - Access Basics 21

Figure 1-18 The Datasheet view of query shows the results of the query.Sorting query resultsHere, you examine how you can sort the results of this que

Page 20 - Relationship types

Figure 1-19 The sort order options for a column are provided by the Query By Design interface.Figure 1-20 The results of the query are nowsorted in as

Page 21 - Access Basics 23

Filtering query resultsNext, you examine how you can filter the query output so that you retrieveonly specific records to analyze. In Access, this fil

Page 22 - Query Basics

Figure 1-22 The results of the query will be all records that match the criteria.Querying multiple tablesThis section explores how you can perform a q

Page 23 - Creating a select query

Figure 1-2 Opening the table in Datasheet view allows you to view and edit the data stored in the table.TIP The number of records in a table is visibl

Page 24 - The Query By Design interface

Once the TransactionMaster has been added to the QBD, you will notice thatthe previously established relationship is represented, as shown in Figure 1

Page 25 - Running a query

Figure 1-24 Run this query to examine the results.Refining the query furtherYou can narrow down your results even further by filtering the query resul

Page 26 - Sorting query results

Click the Criteria cell in the Invoice_Date column and type “4/20/2004”.When you click out of that cell, you will notice that the date is now surround

Page 27 - Access Basics 29

Figure 1-27 Each line of criteria will be evaluated separately.Using operators in queriesYou can filter for multiple criteria on any given field by us

Page 28 - Filtering query results

InSimilar to Or. Tests for all records that have values that are contained in paren-theses. For example, you can filter for both California and Colora

Page 29 - Querying multiple tables

Figure 1-29 Here are your query results.Exporting query resultsNow that you have learned the basics of creating queries, you need to be ableto export

Page 30 - 32 Chapter 1

Go up to the application menu and select Tools → Office Links → Analyze Itwith Microsoft Office Excel. In just a few seconds, Excel will open up and o

Page 31 - Refining the query further

Figure 1-3 Opening the table in Design view allows you to add field names or change existing ones.Exploring data typesThe field’s data type ensures th

Page 32 - 34 Chapter 1

MemoIf you need to store text data that exceeds the 255-character limit of the Textfield, you should use the Memo field. Long descriptions or notes ab

Page 33 - Using operators in queries

OLE ObjectThis data type is not encountered very often in data analysis. It is used whenthe field must store a binary file, such as a picture or sound

Page 34 - 36 Chapter 1

If you are neither importing nor linking data, the ideal way to create a tablein Access is with the Design view. You looked at the Design view previou

Page 35 - Exporting query results

Figure 1-4 Open the New Table dialog box and double-click Design View.Now you can save and name your table by selecting File → Save. Give thetable an

Page 36 - 38 Chapter 1

Tricks of the Trade: Working with the Field BuilderA great tool for beginning Access users is the Field Builder. It works as a wizardto help you build

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