Microsoft Access: Forms and Reports

Course details

Learn how to best use forms and reports to control and organize the display of your data, as well as gather parameters for queries. Access expert Adam Wilbert starts with the basics of form design and discusses how to leverage controls such as buttons and links, giving you the skills you need to build an application-like framework for getting around a database. Explore the full power of Access reports and how to create efficient and readable layouts, build a report from a query, and use conditional formatting rules to highlight key takeaways from the data. Adam demonstrates how to link forms and reports as he walks you through how to create a profit summary report.

Learning objectives
Explore the components to a specific database.
Identify the steps needed to create a form with the Form Wizard.
Determine the steps to use when organizing the form elements.
Examine the components of anchor control.
Recognize the elements of modifying form properties.
Identify the steps necessary for combining text boxes.
Determine how to add a form header.
Recognize the steps to take to organize screen space with tabs.
Explore the ways to add data to a text box.
Identify the essentials of a report’s structure.

Concepts

0. Introduction

01 - Collecting and displaying data in Access
02 - Trust the exercise files

1. Making the Most of Forms in Access

03 - The benefit of well designed forms
04 - Design for the end user
05 - Get to know the Red30 Tech database
06 - Create a form with the form wizard
07 - Create a form with subforms
08 - Refine the form design in layout view

2. Form Design Basics - Creating an Employee Directory

09 - Organize the form design
10 - Format objects and the Format Painter tool
11 - Anchor controls
12 - Modify form properties
13 - Combine text boxes
14 - Add a form header

3. Form and Report Controls

15 - Label control
16 - Lines and rectangles
17 - Organize screen space with tabs
18 - Button controls
19 - Linking to external content
20 - Add data with a text box
21 - Select data with a combo box
22 - Edit the display of a combo box
23 - Control input with option groups
24 - Add images to a form
25 - Edit the tab stop sequence
26 - Embed a subform control
27 - Display a chart

4. Getting Around the Database

28 - Create a main menu
29 - Refine button macros
30 - Create a data entry form

5. Report Layout

31 - Organize records with group and sort
32 - Understand report structure
33 - Add a section header to the report
34 - Build a report with the wizard
35 - Edit the report's data source
36 - Build a report from a query
37 - Format the report in design view
38 - Apply conditional formatting rules
39 - Create calculation fields
40 - Add a report header

6. Linking Forms and Reports - Creating a Profit Summary

41 - Build the query
42 - Create the report structure
43 - Style the report for legibility
44 - Design the form controls
45 - Connect the query
46 - Add line numbers to the report
47 - Launch Main Menu form at startup

Conclusion

48 - Next steps