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Microsoft
Access 2010
      Chapter 2

 Querying a Database
Objectives

•    Create queries using Design view
•    Include fields in the design grid
•    Use text and numeric data in criteria
•    Save a query and use the saved query
•    Create and use parameter queries
•    Use compound criteria in queries
•    Sort data in queries

Querying a Database                          2
Objectives

• Join tables in queries
• Create a report and a form from a query
• Export data from a query to another application
• Perform calculations and calculate statistics in
  queries
• Create crosstab queries
• Customize the Navigation Pane


Querying a Database                                  3
Project – Querying a Database




Querying a Database             4
General Project Guidelines

• Identify the fields
• Identify restrictions
• Determine whether special order is required
• Determine whether more than one table is
  required
• Determine whether calculations are required
• If data is to be summarized, determine whether a
  crosstab query would be appropriate

Querying a Database                              5
Creating a Query in Design View
• Click Create on the Ribbon to display the Create tab
• Click the Query Design button (Create tab | Queries
  group) to create a new query
• Click the table to add to the query
• Click the Add button to add the selected table to the
  query
• Click the Close button to remove the dialog box from
  the screen
• Drag the lower edge of the field list down far enough
  so all fields in the table appear
Querying a Database                                   6
Creating a Query in Design View




Querying a Database               7
Adding Fields to the Design Grid

• Double-click each field to add to the query




Querying a Database                             8
Using Text Data in Criterion
• Click the Criteria row
  for the field to
  produce an insertion
  point
• Type the criterion
• Click the View button
  (Query Tools Design
  tab | Results group) to
  display the query
  results
Querying a Database            9
Using Text Data in Criterion

• Click the Save button on the Quick Access Toolbar
  to display the Save As dialog box
• Type the name of the query
• Click the OK button (Save As dialog box) to save
  the query




Querying a Database                               10
Using a Wildcard

• If necessary, click the Criteria row below the
  desired field to produce an insertion point
• If necessary, delete the current entry
• Type the criterion containing the wildcard
  character (*)




Querying a Database                                11
Using a Wildcard




Querying a Database   12
Using Criteria for a Field Not Included
in the Results
• With the desired query open, click the Show
  check box to remove the check mark for a field
  containing criteria




Querying a Database                                13
Using Criteria for a Field Not Included
in the Results




Querying a Database                       14
Creating and Viewing a Parameter Query

• If necessary, return to Design view and type the
  criterion for a parameter query ([Enter City], for
  example)
• Run the query




Querying a Database                                    15
Creating and Viewing a Parameter Query




Querying a Database                      16
Using a Number in a Criterion
• Click the Query Design button (Create tab |
  Queries group) to create a new query
• Click the table you wish to add to the query
• Click the Add button to add the selected table to
  the query
• Click the Close button to remove the dialog box
  from the screen
• Add the desired fields to the query
• Add a numeric criterion for a numeric field
Querying a Database                                   17
Using a Number in a Criterion




Querying a Database             18
Using a Comparison Operator
in a Criterion
• Open the query in Design view
• Enter the criterion with a comparison operator




Querying a Database                                19
Using a Compound Criterion
Involving AND
• Open the query in Design view
• Add the criteria for two fields in the Criteria row




Querying a Database                                     20
Using a Compound Criterion
Involving OR
• Open the query in Design view
• Add criterion for one field to the Criteria row
• Add criterion for another field in the or row (the
  row below the Criteria row)




Querying a Database                                    21
Clearing the Design Grid

• Open the query in Design view
• Click just above the column heading in the first
  column in the grid to select the column
• Hold the SHIFT key down and click just above the
  last column heading to select all the columns
• Press the DELETE key to clear the design grid



Querying a Database                                  22
Clearing the Design Grid




Querying a Database        23
Sorting Data in a Query

• Open the query in Design view
• Click the Sort row below the field you wish to
  sort, and then click the Sort row arrow to display a
  menu of possible sort orders
• Click the desired sort order




Querying a Database                                 24
Omitting Duplicates
• Open the query in Design view
• Click an empty field in the design grid
• Click the Property Sheet button (Query Tools Design
  tab | Show/Hide group) to display the property sheet
• Click the Unique Values property box, and then click
  the arrow that appears to produce a list of available
  choices
• Click Yes and then close the Query Properties
  property sheet by clicking the Property Sheet button
  (Query Tools Design tab | Show / Hide group) a
  second time

Querying a Database                                   25
Omitting Duplicates




Querying a Database   26
Sorting on Multiple Keys

• Open the query in Design view
• Select a sort order in the Sort column for multiple
  fields




Querying a Database                                 27
Creating a Top-Values Query

• Open the query in Design view
• Click the Return box arrow (Query Tools Design
  tab | Query Setup group) to display the Return
  box menu
• Click an option corresponding to the values you
  wish to return




Querying a Database                                 28
Joining Tables




Querying a Database   29
Joining Tables

• Click the Query Design button (Create tab |
  Queries group) to create a new query
• Add two related tables to the new query
• Add the desired fields from each table to the
  query




Querying a Database                               30
Joining Tables




Querying a Database   31
Joining Tables




Querying a Database   32
Changing Join Properties

• Open the query in Design view
• Right-click the join line to produce a shortcut
  menu
• Click Join Properties on the shortcut menu to
  display the Join Properties dialog box




Querying a Database                                 33
Changing Join Properties




Querying a Database        34
Creating a Report Involving a Join
• Open the Navigation Pane, and then select the
  desired query containing a join in the Navigation
  Pane
• Click the Report Wizard button (Create tab | Reports
  group) to display the Report Wizard dialog box
• Add the desired fields to the query
• Click the Next button to display the next Report
  Wizard screen
• Follow the remaining steps in the wizard to specify a
  grouping, sort order, layout and orientation, and title
• Click the Finish button to produce the report
Querying a Database                                     35
Creating a Report Involving a Join




Querying a Database                  36
Creating a Form for a Query

• Select the query in the Navigation Pane
• Click the Form button (Create tab | Forms group)
  to create a simple form




Querying a Database                                  37
Exporting Data to Excel
• Click the desired query in the Navigation pane to
  select it
• Click the Excel button (External Data tab | Export
  group) to display the Export - Excel Spreadsheet
  dialog box
• Click the Browse button (Export - Excel Spreadsheet
  dialog box) to display the File Save dialog box
• Navigate to the location to save the exported file
• Click the OK button (Export - Excel Spreadsheet dialog
  box) to export the data
Querying a Database                                   38
Exporting Data to Excel

• Click the ‘Save export steps’ check box (Export -
  Excel Spreadsheet dialog box) to display the Save
  export steps options
• Type the desired name for the steps in the Save as
  text box
• If necessary, type a description for the export
  steps
• Click the Save Export button (Export - Excel
  Spreadsheet dialog box) to save the export steps
Querying a Database                                39
Exporting Data to Excel




Querying a Database       40
Restricting the Records in a Join

• Open the query containing a join
• Type the criterion for the desired field




Querying a Database                          41
Using a Calculated Field in a Query
• Open the query in Design view containing a field
  that can be calculated
• Right-click the Field row in the first open column
  in the design grid to display a shortcut menu
• Click Zoom on the shortcut menu to display the
  Zoom dialog box
• Type the calculation in the Zoom dialog box
• Click the OK button (Zoom dialog box) to enter
  the expression

Querying a Database                                    42
Using a Calculated Field in a Query




Querying a Database                   43
Changing a Caption
• Open the query in Design view
• Click the field in the design grid to which you wish
  to add the caption, and then click the Property
  Sheet button (Query Tools Design tab |
  Show/Hide group) to display the properties for
  the field
• Click the Caption box, and then type the desired
  caption
• Close the property sheet by clicking the property
  Sheet button a second time
Querying a Database                                  44
Changing a Caption




Querying a Database   45
Calculating Statistics

• Create a new query for a table containing fields for
  which you can calculate statistics
• Click the Totals button (Query Tools Design tab |
  Show/Hide group) to include the Total row in the
  design grid
• Add the field for which you wish to total
• Click the Total row for the added field
• Click the Total box arrow to display the Total list
• Select the desired calculation for Access to perform
Querying a Database                                      46
Calculating Statistics




Querying a Database      47
Using Criteria in Calculating Statistics

• Add a field to the query containing statistics for
  which you wish to add criteria
• Click the Total box arrow for the added field to
  produce a Total list
• Click Where
• Type the criterion in the Criteria row



Querying a Database                                    48
Using Criteria in Calculating Statistics




Querying a Database                        49
Using Grouping




Querying a Database   50
Crosstab Queries




Querying a Database   51
Creating a Crosstab Query
• Click the Query Wizard button (Create tab |
  Queries group) to display the New Query dialog
  box
• Click Crosstab Query Wizard (New Query dialog
  box)
• Click the OK button to display the Crosstab Query
  Wizard dialog box
• Follow the instructions in the wizard to select the
  row and column headings for the query, and then
  name the query
Querying a Database                                 52
Creating a Crosstab Query




Querying a Database         53
Customizing the Navigation Pane

• If necessary, click the Shutter Bar Open/Close
  Button to open the Navigation Pane
• Click the Navigation Pane arrow to produce the
  Navigation Pane menu
• Click the desired option to organize the
  Navigation Pane




Querying a Database                                54
Customizing the Navigation Pane




Querying a Database               55
Chapter Summary

•    Create queries using Design view
•    Include fields in the design grid
•    Use text and numeric data in criteria
•    Save a query and use the saved query
•    Create and use parameter queries
•    Use compound criteria in queries
•    Sort data in queries

Querying a Database                          56
Chapter Summary

• Join tables in queries
• Create a report and a form from a query
• Export data from a query to another application
• Perform calculations and calculate statistics in
  queries
• Create crosstab queries
• Customize the Navigation Pane


Querying a Database                                  57
Microsoft
Access 2010
 Chapter 2 Complete

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Access Chapter 02

  • 1. Microsoft Access 2010 Chapter 2 Querying a Database
  • 2. Objectives • Create queries using Design view • Include fields in the design grid • Use text and numeric data in criteria • Save a query and use the saved query • Create and use parameter queries • Use compound criteria in queries • Sort data in queries Querying a Database 2
  • 3. Objectives • Join tables in queries • Create a report and a form from a query • Export data from a query to another application • Perform calculations and calculate statistics in queries • Create crosstab queries • Customize the Navigation Pane Querying a Database 3
  • 4. Project – Querying a Database Querying a Database 4
  • 5. General Project Guidelines • Identify the fields • Identify restrictions • Determine whether special order is required • Determine whether more than one table is required • Determine whether calculations are required • If data is to be summarized, determine whether a crosstab query would be appropriate Querying a Database 5
  • 6. Creating a Query in Design View • Click Create on the Ribbon to display the Create tab • Click the Query Design button (Create tab | Queries group) to create a new query • Click the table to add to the query • Click the Add button to add the selected table to the query • Click the Close button to remove the dialog box from the screen • Drag the lower edge of the field list down far enough so all fields in the table appear Querying a Database 6
  • 7. Creating a Query in Design View Querying a Database 7
  • 8. Adding Fields to the Design Grid • Double-click each field to add to the query Querying a Database 8
  • 9. Using Text Data in Criterion • Click the Criteria row for the field to produce an insertion point • Type the criterion • Click the View button (Query Tools Design tab | Results group) to display the query results Querying a Database 9
  • 10. Using Text Data in Criterion • Click the Save button on the Quick Access Toolbar to display the Save As dialog box • Type the name of the query • Click the OK button (Save As dialog box) to save the query Querying a Database 10
  • 11. Using a Wildcard • If necessary, click the Criteria row below the desired field to produce an insertion point • If necessary, delete the current entry • Type the criterion containing the wildcard character (*) Querying a Database 11
  • 12. Using a Wildcard Querying a Database 12
  • 13. Using Criteria for a Field Not Included in the Results • With the desired query open, click the Show check box to remove the check mark for a field containing criteria Querying a Database 13
  • 14. Using Criteria for a Field Not Included in the Results Querying a Database 14
  • 15. Creating and Viewing a Parameter Query • If necessary, return to Design view and type the criterion for a parameter query ([Enter City], for example) • Run the query Querying a Database 15
  • 16. Creating and Viewing a Parameter Query Querying a Database 16
  • 17. Using a Number in a Criterion • Click the Query Design button (Create tab | Queries group) to create a new query • Click the table you wish to add to the query • Click the Add button to add the selected table to the query • Click the Close button to remove the dialog box from the screen • Add the desired fields to the query • Add a numeric criterion for a numeric field Querying a Database 17
  • 18. Using a Number in a Criterion Querying a Database 18
  • 19. Using a Comparison Operator in a Criterion • Open the query in Design view • Enter the criterion with a comparison operator Querying a Database 19
  • 20. Using a Compound Criterion Involving AND • Open the query in Design view • Add the criteria for two fields in the Criteria row Querying a Database 20
  • 21. Using a Compound Criterion Involving OR • Open the query in Design view • Add criterion for one field to the Criteria row • Add criterion for another field in the or row (the row below the Criteria row) Querying a Database 21
  • 22. Clearing the Design Grid • Open the query in Design view • Click just above the column heading in the first column in the grid to select the column • Hold the SHIFT key down and click just above the last column heading to select all the columns • Press the DELETE key to clear the design grid Querying a Database 22
  • 23. Clearing the Design Grid Querying a Database 23
  • 24. Sorting Data in a Query • Open the query in Design view • Click the Sort row below the field you wish to sort, and then click the Sort row arrow to display a menu of possible sort orders • Click the desired sort order Querying a Database 24
  • 25. Omitting Duplicates • Open the query in Design view • Click an empty field in the design grid • Click the Property Sheet button (Query Tools Design tab | Show/Hide group) to display the property sheet • Click the Unique Values property box, and then click the arrow that appears to produce a list of available choices • Click Yes and then close the Query Properties property sheet by clicking the Property Sheet button (Query Tools Design tab | Show / Hide group) a second time Querying a Database 25
  • 27. Sorting on Multiple Keys • Open the query in Design view • Select a sort order in the Sort column for multiple fields Querying a Database 27
  • 28. Creating a Top-Values Query • Open the query in Design view • Click the Return box arrow (Query Tools Design tab | Query Setup group) to display the Return box menu • Click an option corresponding to the values you wish to return Querying a Database 28
  • 30. Joining Tables • Click the Query Design button (Create tab | Queries group) to create a new query • Add two related tables to the new query • Add the desired fields from each table to the query Querying a Database 30
  • 33. Changing Join Properties • Open the query in Design view • Right-click the join line to produce a shortcut menu • Click Join Properties on the shortcut menu to display the Join Properties dialog box Querying a Database 33
  • 35. Creating a Report Involving a Join • Open the Navigation Pane, and then select the desired query containing a join in the Navigation Pane • Click the Report Wizard button (Create tab | Reports group) to display the Report Wizard dialog box • Add the desired fields to the query • Click the Next button to display the next Report Wizard screen • Follow the remaining steps in the wizard to specify a grouping, sort order, layout and orientation, and title • Click the Finish button to produce the report Querying a Database 35
  • 36. Creating a Report Involving a Join Querying a Database 36
  • 37. Creating a Form for a Query • Select the query in the Navigation Pane • Click the Form button (Create tab | Forms group) to create a simple form Querying a Database 37
  • 38. Exporting Data to Excel • Click the desired query in the Navigation pane to select it • Click the Excel button (External Data tab | Export group) to display the Export - Excel Spreadsheet dialog box • Click the Browse button (Export - Excel Spreadsheet dialog box) to display the File Save dialog box • Navigate to the location to save the exported file • Click the OK button (Export - Excel Spreadsheet dialog box) to export the data Querying a Database 38
  • 39. Exporting Data to Excel • Click the ‘Save export steps’ check box (Export - Excel Spreadsheet dialog box) to display the Save export steps options • Type the desired name for the steps in the Save as text box • If necessary, type a description for the export steps • Click the Save Export button (Export - Excel Spreadsheet dialog box) to save the export steps Querying a Database 39
  • 40. Exporting Data to Excel Querying a Database 40
  • 41. Restricting the Records in a Join • Open the query containing a join • Type the criterion for the desired field Querying a Database 41
  • 42. Using a Calculated Field in a Query • Open the query in Design view containing a field that can be calculated • Right-click the Field row in the first open column in the design grid to display a shortcut menu • Click Zoom on the shortcut menu to display the Zoom dialog box • Type the calculation in the Zoom dialog box • Click the OK button (Zoom dialog box) to enter the expression Querying a Database 42
  • 43. Using a Calculated Field in a Query Querying a Database 43
  • 44. Changing a Caption • Open the query in Design view • Click the field in the design grid to which you wish to add the caption, and then click the Property Sheet button (Query Tools Design tab | Show/Hide group) to display the properties for the field • Click the Caption box, and then type the desired caption • Close the property sheet by clicking the property Sheet button a second time Querying a Database 44
  • 46. Calculating Statistics • Create a new query for a table containing fields for which you can calculate statistics • Click the Totals button (Query Tools Design tab | Show/Hide group) to include the Total row in the design grid • Add the field for which you wish to total • Click the Total row for the added field • Click the Total box arrow to display the Total list • Select the desired calculation for Access to perform Querying a Database 46
  • 48. Using Criteria in Calculating Statistics • Add a field to the query containing statistics for which you wish to add criteria • Click the Total box arrow for the added field to produce a Total list • Click Where • Type the criterion in the Criteria row Querying a Database 48
  • 49. Using Criteria in Calculating Statistics Querying a Database 49
  • 52. Creating a Crosstab Query • Click the Query Wizard button (Create tab | Queries group) to display the New Query dialog box • Click Crosstab Query Wizard (New Query dialog box) • Click the OK button to display the Crosstab Query Wizard dialog box • Follow the instructions in the wizard to select the row and column headings for the query, and then name the query Querying a Database 52
  • 53. Creating a Crosstab Query Querying a Database 53
  • 54. Customizing the Navigation Pane • If necessary, click the Shutter Bar Open/Close Button to open the Navigation Pane • Click the Navigation Pane arrow to produce the Navigation Pane menu • Click the desired option to organize the Navigation Pane Querying a Database 54
  • 55. Customizing the Navigation Pane Querying a Database 55
  • 56. Chapter Summary • Create queries using Design view • Include fields in the design grid • Use text and numeric data in criteria • Save a query and use the saved query • Create and use parameter queries • Use compound criteria in queries • Sort data in queries Querying a Database 56
  • 57. Chapter Summary • Join tables in queries • Create a report and a form from a query • Export data from a query to another application • Perform calculations and calculate statistics in queries • Create crosstab queries • Customize the Navigation Pane Querying a Database 57