Overview:
In this course, students learn techniques that will enhance skills for gathering, organizing, and reporting vital business information and demonstrate the power of Access as a financial data management and analysis tool.
Who Should Attend:
This course is designed for people who use Access on a regular basis, and who are also experienced with
Excel. They understand how the various Access objects work individually and together, including Access macros, and they are familiar with Microsoft Excel Visual Basic Applications (VBA) macros.
At Course Completion:
After completing this course, students will be able to:
- - Create solid relational database structures using Access for data integrity that is easier to maintain.
- - Utilize appropriate techniques for querying information in the Access database as various business
needs arise.
- - Generate powerful and flexible reports for management.
- - Use VBA to create routines to automate simple repetitive tasks in Access Create.
- - Integrate their data with Microsoft Excel by using the built-in features of Access and by using VBA
code.
Prerequisite Comments:
A basic understanding of relational databases.
An understanding of Access tables, queries, forms and reports and a base knowledge of how they are used within an Access database.
Experience creating Access macros and using them in forms.
A working familiarity with standard Microsoft Office applications (such as Outlook, Word and Excel), as well as a general awareness of Web navigation tools, such as Microsoft Internet Explorer.
Lesson 1: Starting with a Firm Relational Foundation
Export Video: Importance of using Relationships and Referential Integrity
Data Coming from Excel into Access
:: Course Managing Financial Info With Access::
Exercise: Importing Excel Data into Existing Tables
Best Practices for Creating Tables and Utilizing Outside Data
Lesson 2: Using Queries to Work with Financial Information
Looking at Queries Available for Working with Financial Data
Exercise 1: Creating Select and Totals Queries
Exercise 2: Working with Crosstab Queries
Retrieving Only the Information You Want
Exercise 3: Adding Criteria to Queries
Best Practices for Using Queries to Their Full Potentials
Lesson 3: Generating Flexible Reports for Management Use
Creating Financial Reports Using Access
Exercise 1: Creating and Enhancing an Access Report
Using Access PivotTables and PivotCharts
Exercise 2: Displaying Data Using a PivotTable View
Exercise 3: Displaying Data Using a PivotChart View
Best Practices for Reporting Financial Information
Lesson 4: Introduction to Microsoft Visual Basic for Applications
Getting Started with Visual Basic for Applications by Using the Command Button Wizard
Exercise 1: Gaining Experience with Visual Basic for Applications Procedures
Exercise 2: Creating Event Routines Without Using Command Button Wizard
Best Practices for Using Visual Basic for Applications Code in Databases
Lesson 5: Automating Excel from Access Using VBA
Automating Microsoft Excel from Access
Exercise 1: Analyzing Information with Excel Using a Menu Command
Exercise 2: Creating Visual Basic for Applications Code that Creates an Excel Worksheet
Exercise 3: Loading a Recordset into Excel from Access
Best Practices for Avoiding the Pitfalls of Automation
Programme scope, delivery arrangements and suitability are confirmed during enquiry.