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Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 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 Microsoft Access 2007 – Level Microsoft Access 2007 – Level 1 1 MODIFYING, FILTERING, AND VIEWING DATA Chapter Chapter 7 7

Copyright 2007, Paradigm Publishing Inc. ACCESS 2007 Chapter 7 BACKNEXTEND 7-1 LINKS TO OBJECTIVES Filtering Data Removing a Filter Filter by Selection

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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