Upload
brendan-welch
View
215
Download
1
Embed Size (px)
Citation preview
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-1
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Microsoft Access 2007 – Level 1Microsoft Access 2007 – Level 1
MODIFYING, FILTERING, AND VIEWING DATA
Chapter 7Chapter 7
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-2
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Performance ObjectivesPerformance Objectives
• Filter data by Selection and by Form• Remove a filter• Summarize and analyze data in
PivotTable view• Summarize and analyze data in
PivotTable form• Summarize and analyze data in
PivotChart view• View and customize document properties• View object dependencies
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-3
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Filtering DataFiltering Data
A filter places a set of restrictions on records without changing the design or
removing records from the database
Can use a filter in a table, query, form, or report
Drop-down sort and filter options
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-4
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Filtering Using the Filter ButtonFiltering Using the Filter Button
Open an object (table, query, form, or report)
Click any entry in the column to be filtered
Click
Drop-down sort and filter options
Click to deselect all, then click as desired Click OK
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-5
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Removing a FilterRemoving a Filter
Click to switch between
filtered and unfiltered
views-does NOT
remove the filter
Observe the
Status bar
To remove the filter, click Advanced,
Clear All Filters
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-6
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Filtering on Specific ValuesFiltering on Specific Values
Click a field’s drop-down arrow
Access shows the type of filter in the drop down
menu, based on the field
type
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-7
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Filter By SelectionFilter By Selection
Click in a field or select
part of a field OROR
Then click
andClickchoic
e
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-8
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Filtering by Shortcut MenuFiltering by Shortcut Menu
Right-click
field or a
selected part of a
fieldClick
choice for filter
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-9
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Using Filter by FormUsing Filter by Form
Open an object (table, query, form, or report)Click
In Filter by Form window, click arrow for
desired field(s) and select from list
If two or more in the row, all criteria must be met
Then click
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-10
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
PivotTablesPivotTables
A PivotTable is an interactive
table that organizes and
summarizes data
Click
OR
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-11
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Creating PivotTable ViewCreating PivotTable View
Open table or query
View button, PivotTable View
Drag and drop into appropriate
drop zone
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-12
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Creating PivotTable View…/2Creating PivotTable View…/2
When you create a PivotTable View in a query or table, it is saved with the table or
query; only one PivotTable view is saved
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-13
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Creating PivotTable View…/3Creating PivotTable View…/3
Click filter arrows
Click + to show detail, - to hide it
Can print filtered / detail view
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-14
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Summarizing in PivotTable ViewSummarizing in PivotTable View
Add totals and subtotals to the view …
Click a column
heading in the Detail
area
ThenClick
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-15
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Saving ObjectsSaving Objects
Click to save the object as a
different type of object or with a different name
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-16
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
PivotTable FormsPivotTable Forms
Create a PivotTable form …
After selecting an object in the
Navigation pane, click
Drag fields as in PivotTable View,Save AS a form
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-17
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Summarizing in PivotChart ViewSummarizing in PivotChart View
Open a table or query in Datasheet
view, then Click
OR
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-18
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Summarizing in PivotChart View../2Summarizing in PivotChart View../2
Drag and drop into the appropriate drop zone
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-19
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Summarizing in PivotChart View../3Summarizing in PivotChart View../3
Click filter arrows as desired
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-20
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Viewing Database PropertiesViewing Database Properties
Click to view properties
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-21
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Viewing Current Database PropertiesViewing Current Database Properties
Click to view properties
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-22
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Viewing Object DependenciesViewing Object Dependencies
Review before modifying or deleting an object…
Open the database, select an object, and
click
A list of related objectsappears
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-23
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
In what objects can you filter records of data?
Features Summary
In a database table, a query, a form, or a report
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-24
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
How can you remove a filter?
Features Summary
To remove the filter, click Advanced,
Clear All Filters
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-25
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
How can you filter by selection?
Features Summary
Click in a field or select
part of a field
Then click
andClickchoic
e
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-26
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
How can you apply a filter to more than one field?
Features Summary
Use Filter by Form
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-27
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
How can you make a copy of an object?
Features Summary
Click the object in the Navigation bar,then click Office, Save As, Save Object As
Name it, and click
OK
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-28
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
How can you create a PivotTable on a query of related tables?
Features Summary
Open the query in datasheet viewand switch to PivotTable view,then drag the desired fields to the row, column, and detail areas
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-29
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
How can you save a PivotTable view?
Features Summary
It is automatically saved when you save the object on which it has been created
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-30
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
How can you display the relationships between objects?
Features Summary
Display the object dependencies
Copyright 2007, Paradigm Publishing Inc.
ACCESS 2007Chapter 7
BACK NEXT END
7-31
LINKS TO OBJECTIVES• Filtering Data• Removing a Filter• Filter by Selection• Filter by Form• Summarize and
Analyze Data in PivotTable View
• Saving Objects• Summarize and
Analyze Data in PivotTable Form
• PivotChart View• View Database
Properties• View Object
Dependencies• Features Summary
Coming NextComing Next
Importing and Exporting Data
Chapter 8Chapter 8