Office 365: Access Essential Training

Course details

Learn how to build databases to store and retrieve your data more efficiently in the Office 365 version of Access. Adam Wilbert shows how to use the powerful program to wrangle your data and create your first table, and he highlights smart strategies to edit and modify fields and records.

The course also shows you how to build queries and action queries, create and design forms, use macros, integrate Access with the rest of the Office 365 suite, and maintain your databases over time.

Learning objectives
Creating a new database
Creating tables and new data types
Importing and entering data
Setting up relationships and primary keys
Adding validation rules
Sorting and filtering table data
Building queries
Designing forms
Creating reports
Attaching macros to buttons and tables
Working with Excel and Outlook data
Maintaining an Access database

Concepts

0. Introduction

01 - Welcome
02 - Using the exercise files
03 - Challenges explained

1. Getting Started

04 - Key database concepts
05 - Launching Access and the backstage screen
06 - Creating the database file
07 - Understanding the Trust Center
08 - Digging into Ribbon tabs
09 - Using the Navigation pane
10 - Using the Tell Me feature
11 - Using the Quick Access Toolbar
12 - Signing in to a Microsoft account
13 - Making backups
14 - Accessing Access help

2. Creating Tables

15 - Understanding table structure and relationships
16 - Creating a table and setting data types
17 - Entering data
18 - Understanding primary and foreign keys
19 - Importing tables

3. Setting Field Properties

20 - Establishing relationships and maintaining referential integrity
21 - Editing table structure in Design view
22 - Controlling input with masks
23 - Setting the default value
24 - Establishing validation rules
25 - Creating lookup fields
26 - Setting additional field properties
27 - Challenge - Creating tables
28 - Solution - Creating tables

4. Organizing Records

29 - Formatting columns
30 - Sorting table data
31 - Filtering table data
32 - Searching and replacing values

5. Using Queries

33 - Searching and replacing values
34 - Creating queries with the Simple Query Wizard
35 - Building queries in Design view
36 - Establishing constraints with criteria
37 - Specifying criteria with wildcards
38 - Leveraging multiple criteria with AND and OR statements
39 - Filtering with mathematical comparisons
40 - Creating flexible queries with parameter requests
41 - Building expressions
42 - Obtaining summary statistics
43 - Challenge - Creating queries
44 - Solution - Creating queries

6. Working with Specialty Queries

45 - Using update queries
46 - Using make table queries
47 - Finding unmatched records
48 - Using delete queries
49 - Using append queries
50 - Creating a union query in SQL view
51 - Getting a different look with crosstab queries

7. Creating Forms

52 - Understanding the role of forms
53 - Generating forms from tables
54 - Adjusting form elements in Layout view
55 - Using the Form Wizard

8. Designing Forms

56 - Creating forms in Design view
57 - Exploring the form property sheet
58 - Setting data sources
59 - Adding components with form controls
60 - Understanding input boxes
61 - Record navigation
62 - Adding buttons
63 - Assigning a tab order
64 - Checking out the More Forms options
65 - Creating a navigation form
66 - Challenge - Creating forms
67 - Solution - Creating forms

9. Creating Reports

68 - Introducing reports
69 - Using the Report Wizard
70 - Creating a report in Design view
71 - Editing a report in Layout view
72 - Grouping and sorting records
73 - Creating calculated totals
74 - Applying conditional formatting rules
75 - Creating labels
76 - Adjusting print settings
77 - Challenge - Creating reports
78 - Solution - Creating reports

10. Working with Macros

79 - Creating macros
80 - Embedding macros into buttons
81 - Attaching data macros to tables
82 - Launching macros at startup

11. Integrating Access with the Office Suite

83 - Exporting tables to Excel
84 - Emailing with macros
85 - Linking to data in an Outlook database
86 - Setting up labels and mail merge documents in Word

12. Maintaining the Database

87 - Organizing the navigation pane with custom groups
88 - Compacting and repairing the database
89 - Examining database object dependencies
90 - Documenting your work
91 - Printing the blueprint of your database with the Database Documenter
92 - Splitting a database into front and back ends
93 - Protecting the database with a password
94 - Creating custom Ribbon tabs
95 - Setting startup options and custom icons

Conclusion

96 - Next steps