Microsoft Access 2013

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1 Microsoft Access 2013 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 Project Querying a Database 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 Querying a Database 4 Roadmap Create queries in Design view Use criteria in queries Sort data in queries Join tables in queries Export query results Perform calculations in queries Create a crosstab query Customize the Navigation Pane Creating a Query in Design View Tap or click the Shutter Bar Open/Close Button to close the Navigation Pane Tap or click CREATE on the ribbon to display the CREATE tab Tap or click the Query Design button (CREATE tab Queries group) to create a new query Tap or click the table to add to the query Tap or click the Add button to add the selected table to the query Tap or 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 5 Querying a Database 6 1

2 Creating a Query in Design View Adding Fields to the Design Grid Double-tap or double-click each field to add to the query Querying a Database 7 Querying a Database 8 Using Text Data in Criterion Tap or click the Criteria row for the field to produce an insertion point Type the criterion Tap or click the Run button (QUERY TOOLS DESIGN tab Results group) to run the query Using Text Data in Criterion Tap or click the Save button on the Quick Access Toolbar to display the Save As dialog box Type the name of the query Tap or click the OK button (Save As dialog box) to save the query Querying a Database 9 Querying a Database 10 Using a Wildcard If necessary, tap or 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 (*) Using a Wildcard Querying a Database 11 Querying a Database 12 2

3 Using Criteria for a Field Not Included in the Results With the desired query open, tap or click the Show check box to remove the check mark for a field containing criteria Using Criteria for a Field Not Included in the Results Querying a Database 13 Querying a Database 14 Creating and Viewing a Parameter Query 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 Querying a Database 16 Using a Number in a Criterion Using a Number in a Criterion Tap or click the Query Design button (CREATE tab Queries group) to create a new query Tap or click the table you wish to add to the query Tap or click the Add button to add the selected table to the query Tap or 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 Querying a Database 18 3

4 Using a Comparison Operator in a Criterion Enter the criterion with a comparison operator Using a Compound Criterion Involving AND Add the criteria for two fields in the Criteria row Querying a Database 19 Querying a Database 20 Using a Compound Criterion Involving OR Add criterion for one field to the Criteria row Add criterion for another field in the or row (the row below the Criteria row) Clearing the Design Grid Tap or click just above the column heading in the first column in the grid to select the column Hold the SHIFT key down and tap or click just above the last column heading to select all the columns Press the DELETE key to clear the design grid Querying a Database 21 Querying a Database 22 Clearing the Design Grid Sorting Data in a Query Tap or 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 23 Querying a Database 24 4

5 Omitting Duplicates Omitting Duplicates Tap or click an empty field in the design grid Tap or click the Property Sheet button (QUERY TOOLS DESIGN tab Show/Hide group) to display the property sheet Tap or click the Unique Values property box, and then tap or click the arrow that appears to produce a list of available choices Tap or click Yes and then close the Query Properties property sheet by tapping or clicking the Property Sheet button (QUERY TOOLS DESIGN tab Show / Hide group) a second time Querying a Database 25 Querying a Database 26 Sorting on Multiple Keys Select a sort order in the Sort column for multiple fields Creating a Top-Values Query Click the Return arrow (QUERY TOOLS DESIGN tab Query Setup group) to display the Return menu Tap or click an option corresponding to the values you wish to return Querying a Database 27 Querying a Database 28 Joining Tables Joining Tables Tap or 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 29 Querying a Database 30 5

6 Joining Tables Joining Tables Querying a Database 31 Querying a Database 32 Changing Join Properties Changing Join Properties Press and hold or right-click the join line to produce a shortcut menu Tap or click Join Properties on the shortcut menu to display the Join Properties dialog box Querying a Database 33 Querying a Database 34 Creating a Report from a Query Creating a Report from a Query Open the Navigation Pane, and then select the desired query in the Navigation Pane Tap or click the Report Wizard button (CREATE tab Reports group) to display the Report Wizard dialog box Add the desired fields to the query Follow the remaining steps in the wizard to specify a grouping, sort order, layout and orientation, and title Tap or click the Finish button to produce the report Querying a Database 35 Querying a Database 36 6

7 Creating a Form for a Query Select the query in the Navigation Pane Tap or click the Form button (CREATE tab Forms group) to create a simple form Exporting Data to Excel Tap or click the desired query in the Navigation Pane to select it Tap or click the Excel button (EXTERNAL DATA tab Export group) to display the Export -Excel Spreadsheet dialog box Tap or 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 Tap or click the OK button (Export -Excel Spreadsheet dialog box) to export the data Querying a Database 37 Querying a Database 38 Exporting Data to Excel Exporting Data to Excel Tap or 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 Tap or click the Save Export button (Export -Excel Spreadsheet dialog box) to save the export steps Querying a Database 39 Querying a Database 40 Restricting the Records in a Join Open the query containing a join Type the criterion for the desired field Using a Calculated Field in a Query containing a field that can be calculated Press and hold or right-click the Field row in the first open column in the design grid to display a shortcut menu Tap or click Zoom on the shortcut menu to display the Zoom dialog box Type the calculation in the Zoom dialog box Tap or click the OK button (Zoom dialog box) to enter the expression Querying a Database 41 Querying a Database 42 7

8 Using a Calculated Field in a Query Changing a Caption Tap or click the field in the design grid to which you wish to add the caption, and then tap or click the Property Sheet button (QUERY TOOLS DESIGN tab Show/Hide group) to display the properties for the field Tap or click the Caption box, and then type the desired caption Close the property sheet by tapping or clicking the property Sheet button a second time Querying a Database 43 Querying a Database 44 Changing a Caption Calculating Statistics Create a new query for a table containing fields for which you can calculate statistics Tap or 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 Tap or click the Total row for the added field Tap or click the Total arrow to display the Total list Select the desired calculation for Access to perform Querying a Database 45 Querying a Database 46 Calculating Statistics Using Criteria in Calculating Statistics Add a field to the query containing statistics for which you wish to add criteria Tap or click the Total row in the desired column Tap or click the Total arrow for the added field to produce a Total list Tap or click Where Type the criterion in the Criteria row Querying a Database 47 Querying a Database 48 8

9 Using Criteria in Calculating Statistics Using Grouping Querying a Database 49 Querying a Database 50 Crosstab Queries Creating a Crosstab Query Tap or click the Query Wizard button (CREATE tab Queries group) to display the New Query dialog box Tap or click Crosstab Query Wizard (New Query dialog box) Tap or 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 51 Querying a Database 52 Creating a Crosstab Query Customizing the Navigation Pane If necessary, tap or click the Shutter Bar Open/Close Button to open the Navigation Pane Tap or click the Navigation Pane arrow to produce the Navigation Pane menu Tap or click the desired option to organize the Navigation Pane Querying a Database 53 Querying a Database 54 9

10 Customizing the Navigation Pane 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 55 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 Microsoft Access 2013 Chapter 2 Complete Querying a Database 57 10

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