Course Outline

Access 2003 Reports and Forms
When you use Access, do you enter data directly into tables? Time to transform the way you work with Access. Create forms to efficiently – and safely – enter data. Customize reports and forms through formatting techniques; learn to create report sections and groups, and insert graphics, data, and expressions. Explore the power of check boxes, subforms and tab forms to gather data in a way that meets your objectives. (2 days)

Basic Report/Form Skills

  • What is a report/form? 
  • Identifying sections and controls 
  • The toolbox/toolbar 
  • Selecting controls/sections 
  • Changing font/alignment 
  • Sizing a control /section 

Basic Editing Skills

  • Manipulating controls 
  • Creating a report using a wizard 

Creating a Custom Report

  • Setting report and control properties 
  • Setting page setup options 
  • Adding headers and footers in a report 
  • Moving labels to page header 

Enhancing the Report

  • Creating a report template 
  • Adding a page number 
  • Adding and formatting a date field 
  • Adding unbound objects 
  • Creating a multi-column report 

Sorting and Grouping

  • Manipulating groups and sorts 
  • Hiding duplicates 
  • Adding totals in a group header or footer 
  • Keeping groups together 
  • Calculating percentages using expressions 

Report and Section Properties

  • Report/section properties summary 
  • Changing source for records in report 
  • Suppressing page header/footer 
  • Adding page breaks between sections 
  • Keeping data together 

Text Box Properties in a Report

  • Changing the control source of a text box 
  • Changing format and decimal places 
  • Sizing sections/text fields automatically 
  • Creating a running sum 

Creating a Custom Form

  • Setting page setup options/tab order 
  • Adding headers and footers in a form 

Enhancing the Form

  • Creating a form template 
  • Adding check box, combo box, etc. 
  • Changing a control type 

Form and Section Properties

  • Changing the source for records in a form 
  • Preventing switching between views 
  • Changing editing capabilities of a form 
  • Creating additional viewing space 
  • Record dividers 

Text Box Properties in a Form

  • Changing the control name/source 
  • Properties set by tables 
  • Adding control/tip text 
  • Enabled and locked 
  • Tab stop and auto tabbing 
  • Adding scroll bars 

Other Forms

  • Creating a continuous form
  • Creating a form for a Subform control
  • Creating a Subform control on Main form
  • Creating a Multi-source form
  • Creating a Two part form
Prerequisites:  Access Level 1 required (Level 2 recommended) or equivalent experience.

Revised 8/16/2011
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