Content-Based Assessments. Mastering Access. For Project 13L, you will need the following file: a13l_lab_administrators

Transcription

1 CH13_student_cd.qxd 10/17/08 7:17 AM Page 1 Mastering Access Project 13L Lab Administrators In this project, you will apply the skills you practiced from the Objectives in Project 13A. Objectives: 1. Open an Existing Database; 2. Create Table Relationships; 3. Sort Records in a Table; 4. Create a Query in Design View; 5. Create a New Query from an Existing Query; 6. Sort Query Results; 7. Specify Criteria in a Query. In the following Mastering Access project, you will assist Stephanie Cannon, Computing Services Director at the college, in querying the database to answer questions about computer lab administrators and their skill specialties. Your query results will look similar to those shown in Figure For Project 13L, you will need the following file: a13l_lab_administrators You will save your database as 13L_Lab_Administrators_Firstname_Lastname Figure (Project 13L Lab Administrators continues on the next page) Project 13L: Lab Administrators Access 1

2 CH13_student_cd.qxd 10/17/08 7:17 AM Page 2 Mastering Access (Project 13L Lab Administrators continued) 1. Navigate to the location where the student files for this textbook are saved. Locate a13l_lab_administrators and click one time to select the file. Copy and then Paste the file to your Access Chapter 13 folder. Rename the file as 13L_Lab_ Administrators_Firstname_Lastname and then Start Access. Navigate to your Access Chapter 13 folder, open 13L_Lab_ Administrators, and then Enable this content. 2. Open the Navigation Pane, and then open the database tables. Examine their fields and records to become familiar with the data, Close the tables, and then Close the Navigation Pane. Create a one-tomany relationship between the 13L Lab Administrators table and the 13L Labs table based on the Employee ID field, and then Enforce Referential Integrity; one Lab Administrator can be responsible for many Labs. Create the Relationship Report and Save it with the default name. Print or submit the report electronically as directed, and then Close all open objects. 3. Open the Navigation Pane, open the 13L Lab Administrators table, and then Close the Navigation Pane. Notice the + signs that indicate the relationships you created. Perform a multiple-field sort on the table as follows: Sort the Last Name field (innermost sort field) in Ascending order, and then sort the Position field (outermost sort field) in Descending order. The table is sorted by Position, with Lab Managers listed first, Lab Directors second, and Lab Assistants third, and within each Position, the names are alphabetized by Last Name. After examining the organization of the data, Clear All Sorts, Close the table, and do not save the changes. 4. Create a query in Query Design view, Add the 13L Lab Administrators table to the table area, and then expand the field list. Add fields to the design grid so that your query will answer the question, What are the Employee ID, First Name, and Last Name of each Lab Administrator in alphabetical order by Last Name, and what is each Lab Administrator s Position and Skill Specialty, if any? Run the query, Save it as 13L Position List Firstname Lastname and then Print or submit the query electronically as directed. Leave the query open. 5. Using the 13L Position List query, Create a query. Save the query as 13L Lab Managers Firstname Lastname and then switch to Design view. Edit the design grid so that the query will answer the question, What are the First Name, Last Name, Employee ID, and Phone Number of those who have the Position of Lab Manager, sorted alphabetically by Last Name? Display the fields in the order listed in the question, display only the fields listed in the question, and do not show the Position field in the query results. Six employees have the position of Lab Manager. Print or submit the query electronically as directed, Close the query, saving changes to the design. 6. Create a query in Query Design view using on the 13L Labs table to answer the question, What are the LAB ID, Lab Name, and Room# of every lab in the Business IT Division and the English Division, sorted alphabetically by Lab Name? (Hint: Open the 13L Labs table to see how the division data is stored.) Display the fields in the order listed in the question. Eight records meet the criteria. Save the query as 13L Business and English Labs Firstname Lastname and then Print or submit the query electronically as directed. Close the query, Close the Database, and then Exit Access. You have complete Project 13L 2 Access Chapter 13: Sort and Query a Database

3 CH13_student_cd.qxd 10/17/08 7:17 AM Page 3 Mastering Access Project 13M Bookstore Inventory In this project, you will apply the skills you practiced from the Objectives in Project 13B. Objectives: 8. Create a New Table by Importing an Excel Spreadsheet; 9. Specify Numeric Criteria in a Query; 10. Use Compound Criteria; 11. Create a Query Based on More Than One Table; 12. Use Wildcards in a Query; 13. Use Calculated Fields in a Query; 14. Group Data and Calculate Statistics in a Query. In the following Mastering Access project, you will assist Nancy Pelo, College Bookstore Manager, in using her database to answer questions about the bookstore inventory. Your query results will look similar to those shown in Figure Figure For Project 13M, you will need the following files: a13m_bookstore_inventory a13m_vendors (Excel file) You will save your database as 13M_Bookstore_Inventory_Firstname_Lastname (Project 13M Bookstore Inventory continues on the next page) Project 13M: Bookstore Inventory Access 3

4 CH13_student_cd.qxd 10/17/08 7:17 AM Page 4 Mastering Access (Project 13M Bookstore Inventory continued) 1. Navigate to the location where the student files for this textbook are saved. Locate a13m_bookstore_inventory and click one time to select the file. Copy and then Paste the file to your Access Chapter 13 folder. Rename the file as 13M_Bookstore_ Inventory_Firstname_Lastname and then Start Access. Navigate to your Access Chapter 13 folder, open 13M_Bookstore_ Inventory, and then Enable this content. 2. Import the a13m_vendors Excel spreadsheet from the student data files that accompany this textbook into the current database. Use the first row of the spreadsheet as the column headings, and choose the Vendor ID field as the Primary Key. Name the table 13M Vendors 3. Open the Navigation Pane, Open the two database tables, and then examine their fields and records to become familiar with the data. Close the tables, and then Close the Navigation Pane. Create a one-to-many relationship between the 13M Vendors table and the 13M Purchase Orders table based on the Vendor ID field, and then Enforce Referential Integrity; one Vendor can have many Purchase Orders. Create the Relationship Report, saving it with the default name. Print or submit the report electronically as directed, and then Close all open objects. 4. Create a query in Query Design view using the 13M Purchase Orders table to answer the question, What are the Vendor ID, Purchase Amount, Purchase Order Number, and Store Category for purchases greater than $10,000? Display the fields in the order listed in the question. Eleven records meet the criteria. Save the query as 13M Purchases Over $10K Firstname Lastname and then Print or submit the query electronically as directed. Leave the query open. (Project 13M Bookstore Inventory continues on the next page) 4 Access Chapter 13: Sort and Query a Database 5. Create a query from the 13M Purchases Over $10k query. Save the query as 13M Purchases 1st Quarter Firstname Lastname and then redesign the query to answer the question, In chronological order by Date Issued, which Purchase Order Numbers were issued between 01/01/2009 and 03/31/2009, for what amount, and to which Vendor ID? Display the fields in the order listed in the question, display only the fields listed in the question, and do not restrict the purchase amount. Do not show the Date Issued field in the query results. Seventeen records meet the criteria. Print or submit the query electronically as directed. Close the query. 6. Create a query in Query Design view using the 13M Purchase Orders table to answer the question, Which Purchase Order Numbers issued for the Textbooks department had a Purchase Amount greater than $30,000 and for what amount? Do not show the Dept field in the result. Two records meet the criteria. Save the query as 13M Textbook Orders Over $30K Firstname Lastname and then Print or submit electronically the query as directed. Close the query. 7. Create a query in Query Design view using the 13M Purchase Orders table to answer the question, Which Purchase Order Numbers were issued for either the Supplies Department or the Sundries Department and for what amount, with the amounts listed in descending order? Display the results in the order listed in the question. Fourteen records meet the criteria. Save the query as 13M Supplies and Sundries Firstname Lastname and then Print or submit the query electronically as directed. Close the query.

5 CH13_student_cd.qxd 10/17/08 7:17 AM Page 5 Mastering Access (Project 13M Bookstore Inventory continued) 8. Create a query in Query Design view using both tables to answer the question, Which Purchase Order Numbers were issued for either the Textbooks Department or Technology Department, sorted in Ascending order by Department name, and what is the Vendor Name and amount of each purchase order? Display the results in the order listed in the question. Apply Best Fit to the columns in the query results. Twelve records meet the criteria. Save the query as 13M Textbooks and Technology Firstname Lastname and then Print or submit the query electronically as directed. Close the query. 9. Create a query in Query Design view. Use the 13M Vendors table, and then by using a wildcard in the format of C*, answer the following question: What are the Vendor Name, Address, City, State, and ZIP of all vendors in the cities of Clearwater, Cape Coral or Cocoa Beach, and who is their Sales Rep? Display the results in the order listed in the question. Five records meet the criteria. Apply Best Fit to the columns in the query results. Save the query as 13M Rep Names Firstname Lastname and then Print or submit the query electronically as directed. Close the query. 10. Create a query in Query Design view. Use the 13M Purchase Orders table, and then by using the Sum aggregate function, answer the question, What are the total Purchase Order Amounts for each Department? Display the results in the order listed in the question. The total amount for the Sundries Department is $14, Apply Best Fit to the columns in the result. Save the query as 13M Totals by Department Firstname Lastname and then Print or submit the query electronically as directed. Close the query. 11. The state government announced a 1 percent reduction for college textbook purchases. Create a query to answer the question, For each Purchase Order Number, assuming the state reduces each Purchase Amount by 1 percent, what will be the Amount of Reduction and the New Purchase Amount? (Hint: First compute the amount of the reduction, naming the new field Amount of Reduction and then calculate the new purchase amount, naming the new field New Purchase Amount) Change the properties of the new fields so that the Format is Currency and the Decimal Places are set to 2. For the first record, PO#-2311, the Amount of Reduction is $428.65, and the New Purchase Amount is $42, Apply Best Fit to the columns in the query results. Save the query as 13M Cost Reduction Firstname Lastname and then display the query results in Print Preview. Set the orientation to Landscape, and then Print or submit the query electronically as directed. Close the query. Close the Database and then Exit Access. You have completed Project 13M Project 13M: Bookstore Inventory Access 5

6 CH13_student_cd.qxd 10/17/08 7:17 AM Page 6 Business Running Case Project 13N Nelson Clients In this project, you will construct a solution by applying any combination of the skills you practiced from the Objectives in Projects 13A and 13B. Jennifer Nelson graduated with a Master of Architecture degree and honed her space planning and design skills in a large architectural firm before opening her own firm. Nelson Architectural Planning specializes in corporate space planning, facility layouts, and interior design for high-tech companies in northern California. Jennifer s team includes two network specialists who help assure that every client s space is scalable for continuous upgrades in computer systems and networking. Nelson Architectural Planning also maintains an inventory of office furniture and accessories, such as mobile workstations, office chairs, and desk lamps. Nelson Architectural Planning wants to add to their database of clients and services. Jennifer has asked her office manager, Melissa Lind, to add additional records to each table in the database and create queries to answer questions about the database. Your final document should look similar to Figure Figure For Project 13N, you will need the following files: 12N_Nelson_Clients_Firstname_Lastname (your file from Chapter 12) a13n_clients (Excel file) a13n_transactions (Excel file) You will save your database as 13N_Nelson_Clients_Firstname_Lastname 6 Access Chapter 13: Sort and Query a Database (Project 13N Nelson Clients continues on the next page)

7 CH13_student_cd.qxd 10/17/08 7:17 AM Page 7 Business Running Case (Project 13N Nelson Clients continued) 1. Locate your file 12N_Nelson_Clients_Firstname_Lastname that you created in Access Chapter 12. Copy and Paste the file to your Access Chapter 13 folder, and then Rename it 13N_Nelson_Clients_Firstname_Lastname Start Access. Open your database, and then Enable this content. 2. Jennifer decided she does not need all the fields listed in the Nelson Clients Firstname Lastname table. Open this table and Delete the following fields: Home Phone, Mobile Phone, Fax Number, Country/Region, Notes, and Attachments. Jennifer will keep the Web Page field for the existing clients. For the existing clients in the database, enter the follow addresses and Web page information. As you enter Web page addresses, the text is underscored and displays in blue indicating a hyperlink to the Internet. Client ID Company Address City State/ Province ZIP Code Web Page 1102-C 12th Street Technology 49 12th Street San Francisco CA C Newton Software Studio 1217-C Bluegrass Technology 1289-C Music Gremlin Media 1314-C Park Lake Multimedia 1101 Bayview Avenue 901 Mountain Loop 15 West Avenue 1200 Mission Street Oakland CA San Bernardino CA Mill Creek CA Santa Clara CA Select all the columns in your Nelson Clients table and apply Best Fit; scroll as necessary to accomplish this. Then Close and Save the table. On the Ribbon, click the External Data tab, and then in the Import group, click the Excel button. In the Get External Data Excel Spreadsheet dialog box, to the right of the File name box, click the Browse button. In the File Open dialog box, click the Look in arrow, navigate to the location where the files for this textbook are stored, and then click the Excel file a13n_clients. In the lower right corner, click Open. Locate and then click the second options button Append a copy of the records to the table. At the end of the option button, be sure your Nelson Clients table displays, and then in the lower right corner, click OK. Click Next, click Finish, and then click Close. 4. Open your Nelson Clients table, confirm that the new records from the Excel spreadsheet were added to the table, and then Close the table and Close the Navigation Pane. (Project 13N Nelson Clients continues on the next page) Project 13N: Nelson Clients Access 7

8 CH13_student_cd.qxd 10/17/08 7:17 AM Page 8 Business Running Case (Project 13N Nelson Clients continued) 5. To add additional transactions to the Nelson Transactions table, on the Ribbon, click the External Data tab, and then in the Import group, click the Excel button. In the Get External Data Excel Spreadsheet dialog box, to the right of the File name box, click the Browse button. In the File Open dialog box, click the Look in arrow, navigate to the location where the files for this textbook are stored, and then click the Excel file a13n_transactions. In the lower right corner, click Open. Click the Append a copy of the records to the table option button. At the end of the option button, click the arrow, and then from the list, click your Nelson Transactions Firstname Lastname table. In the lower right corner, click OK. Click Next, click Finish, and then click Close. 6. Open your Nelson Transactions table and examine the fields and records to become familiar with the data; then Close the table. Create a one-to-many relationship between the Nelson Clients table and the Nelson Transactions table based on the Client ID field and Enforce Referential Integrity; one client can have many service transactions. Create the Relationship Report, and Save it with the default name. Print the report or submit electronically as directed, Close all open objects. 7. Open your Nelson Clients table; notice the + signs that indicate the relationships you created. Perform a multiple-field sort on the table to sort clients in alphabetic order by Company within groups of cities, and sort the City names in alphabetic order. Remember to sort first by the innermost sort field. After examining the sorted table, Clear All Sorts, Close the table, and do not save the changes. 8. Create a new query in Query Design view, based on the Nelson Transactions table, to answer the question What are the Service Name (in alphabetical order), Date of Service, Amount Billed, and Category for Transactions less than or equal to $500? Be sure the fields display in the order listed in the question. Six records meet the criteria. Save the query as 13N Service $500 or Less Firstname Lastname Print or submit electronically as directed; leave the query open. 9. Create a new query from the existing query and Save it as 13N Transactions March Firstname Lastname Add the 13N Nelson Clients table to the table area, and then redesign the query to answer the question In chronological order by Service Date, which services were provided between 03/01/2009 and 03/31/2009, for what amount, and for which client company? Be sure the fields display in the order listed in the question, display only the fields listed in the question, and do not restrict the amount. Fifteen records meet the criteria. Print or submit electronically as directed; Close the query and Save the design changes. 10. Create a new query in Query Design view to answer the question Which services were provided for the Design or Planning category for amounts greater than $2000, listed in descending order by amount? (Hint: Use one row for the Category criteria; or, if you use two rows for the Category criteria, type >2000 on both lines.) Seven records meet the criteria. Save the query as 13N Design or Planning Over $2K Firstname Lastname Print or submit electronically as directed; Close the query and Save any changes. (Project 13N Nelson Clients continues on the next page) 8 Access Chapter 13: Sort and Query a Database

9 CH13_student_cd.qxd 10/17/08 7:17 AM Page 9 Business Running Case (Project 13N Nelson Clients continued) 11. Create a new query in Query Design view, and then by using a wildcard in the form Sa* answer the question In alphabetic order by last name, what are the client ID, first name, last name, and city of all clients in the cities of San Francisco, Santa Clara, and San Bernardino? Three records meet the criteria. Save the query as 13N Cities Firstname Lastname Print or submit electronically as directed; Close the query and Save any changes. 12. Create a new query in Query Design view based on the Nelson Clients table to answer the question What are the company names of clients for which the business phone number is missing? Two clients are missing business phone numbers. Save the query as 13N Missing Phone Firstname Lastname Print or submit electronically as directed, and then Close the query. 13. Create a new query in Query Design view, and then by using the Sum aggregate function, answer the question In descending order by amount, what are the total transactions for each category? Apply Best Fit to the columns in the result, then Save the query as 13N Totals by Category Firstname Lastname Print or submit electronically as directed; Close the query and Save any changes. 14. Nelson Architectural Planning participates in the Community Parks Fund Drive each April, and donates 5 percent of the amount billed for each April transaction to this event. By using a calculated field and both tables, answer the question In ascending order by invoice number, what are the amount billed and donated amount for each April transaction? Name the new field Donated Amount Thirty transactions took place in April. Change the properties of all the fields to display in Currency format with 0 Decimal Places. Apply Best Fit to the columns in the query result. Save the query as 13N Nelson Donation Firstname Lastname Print or submit electronically as directed. Close the query and Save any changes. Close the Database, and then Exit Access. You have completed Project 13N Project 13N: Nelson Clients Access 9

10 CH13_student_cd.qxd 10/17/08 7:17 AM Page 10 Outcomes-Based Assessments Problem Solving Project 13O Faculty Awards In this project, you will construct a solution by applying any combination of the skills you practiced from the Objectives in Projects 13A and 13B. For Project 13O, you will need the following files: a13o_faculty_awards a13o_faculty_awards (Word document) You will save your database as 13O_Faculty_Awards_Firstname_Lastname Start Microsoft Word, and then from your student files, open the Word document a13o_faculty_awards. Use the skills you have practiced in this chapter to assist Angela Ta, President of the Faculty Association, in answering questions about faculty awards in your database 13O_Faculty_Awards_Firstname_Lastname. Save any queries that you create, include your name in the query title, and submit your queries as directed by your instructor. Record your answers to the questions in the Word document. You have completed Project 13O 10 Access Chapter 13: Sort and Query a Database

11 CH13_student_cd.qxd 10/17/08 7:17 AM Page 11 Outcomes-Based Assessments Problem Solving Project 13P Club Donations In this project, you will construct a solution by applying any combination of the skills you practiced from the Objectives in Projects 13A and 13B. For Project 13P, you will need the following files: a13p_club_donations a13p_club_donations (Word document) You will save your database as 13P_Club_Donations_Firstname_Lastname Start Microsoft Word, and then from your student files, open the Word document a13p_club_donations. Use the skills you have practiced in this chapter to assist Kathy Durbin, Director of Student Activities, in answering questions about donations to student clubs in your database 13P_Club_Donations_Firstname_Lastname. Save any queries that you create, include your name in the query title, and submit your queries as directed by your instructor. Record your answers to the questions in the Word document. You have completed Project 13P Project 13P: Club Donations Access 11

12 CH13_student_cd.qxd 10/17/08 7:17 AM Page 12 Outcomes-Based Assessments CD-ROM You and GO! Project 13Q Personal Inventory Database Queries In this project, you will construct a solution by applying any combination of the skills you practiced from the Objectives in Projects 13A and 13B. For Project 13Q, you will need the following file: 12Q_Personal_Inventory_Firstname_Lastname (your file from Chapter 12)! Create a personal database containing a household inventory of your possessions if you do not already have one from Project 12Q. Name the new database 13Q_Personal_Inventory_Firstname_Lastname Create the first table as a blank table. Your database should include at least 20 records. Include fields from room location, value, and data of purchase or acquisition. Your database should have items in several different locations. You will perform queries and sorting on the inventory table in your If you do have a database from Project 12Q, rename the database 13Q_Personal_Inventory_Firstname_Lastname Open your database and rename the inventory table 13Q Inventory Firstname Lastname Open the table and sort it by Current Value or Purchase Price in descending order. Print your results in Landscape or hold your work for electronic submission. Clear All Sorts, and then Close the table without saving the changes. # Create a query in Query Design view to answer the question in alphabetic order by Item name, which items were acquired in the past year and what was the Purchase Price (or Current Value depending on the fields available)? Run the query and save the result as 13M New Items Firstname Lastname Print the data or hold it for electronic submission. Close the database. You have completed Project 13Q 12 Access Chapter 13: Sort and Query a Database

13 CH13_student_cd.qxd 10/17/08 7:17 AM Page 13 Outcomes-Based Assessments GO! with Help Project 13R GO! with Help There are numerous wildcards that you can use in your queries. Use the Access Help system to find out more about wildcards in Access.! Start Access. Click the Microsoft Office Access Help button. Click the Search arrow, and then under Content from this computer, click Access Help. In the Search box, type wildcards, and then press J. Scroll through the list as necessary, and then click Using Wildcard Characters in String Comparisons. Review the information shown in this If you would like to keep a copy of this information, click the Print button. Click the Close button in the top right corner of the Help window to close the Help window, and then Exit Access. You have completed Project 13R Project 13R: GO! with Help Access 13

14 CH13_student_cd.qxd 10/17/08 7:17 AM Page 14 Outcomes-Based Assessments Group Business Running Case Project 13S Group Business Running Case In this project, you will apply the skills you practiced from the Objectives in Projects 13A and 13B. Your instructor may assign this group case project to your class. If your instructor assigns this project, he or she will provide you with information and instructions to work as part of a group. The group will apply the skills gained thus far to help the Bell Orchid Hotel Group achieve its business goals. You have completed Project 13S 14 Access Chapter 13: Sort and Query a Database