Creating Forms - robeson.k12.nc.us

Creating Forms - robeson.k12.nc.us

Access 2016 Lesson 5 Creating Forms 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 1 Objectives 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 2 Software Orientation

The Forms group (see below) is located on the Create tab in the Ribbon and can be used to create a variety of forms. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 3 Creating Forms

A form is a database object that you can use to enter, edit, or display data from a table or query. You can use forms to control access to data by limiting which fields or rows of data are displayed to users. You can create forms in several different ways, depending on how much control you want over the forms design. You can quickly create forms that include all fields in a table through a single mouse click using the Form tool, or you can control the number of fields youd like to include on the form as well as the layout of the form using the Form Wizard. You have the most flexibility with the amount and placement of fields on the form when you use Layout or Design view, with Design view giving you the greatest control over field placement and properties. You can quickly apply a chosen theme to the form to modify its color and font scheme using the Themes command. You can delete any form using the Delete command. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016

4 Creating a Simple Form and Deleting a Form You can use the Form tool to create a form with a single mouse-click. When you use this tool, all the fields from the underlying data source are placed on the form. Access creates the form and displays it in Layout view. You can begin using the new form immediately, or you can modify it in Layout view or Design view to better suit your needs. You can also delete a form to remove it permanently from the database. To use the Form tool to create a simple form, first click in the Navigation Pane on the table that contains the data you want to see on the form. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016

5 Creating a Simple Form and Deleting a Form On the Create tab, in the Forms group, click Form. To save a form design, click the File tab and then click Save. Type a name in the Form Name box and then click OK. After you save your form design, you can run the form as often as you want. The design stays the same, but you see current data every time you view the form. You can modify the form design or create a new form that is

based on the original. You can permanently delete the form or any preexisting forms from the database by using the Delete command in the Records group of the Home tab. You can delete a form if you erroneously created it or simply want to unclutter the database. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 6 Step by Step: Create a Simple Form and Delete a Form Before you begin these steps, make sure that your computer is on. Sign on, if necessary, and start Access. 1. OPEN the Graphic Art database from the data files for this lesson and then SAVE the database as Graphic Art-final.

2. In the Navigation Pane, click the Photo Exhibit table. This is the table for which you will create a form. 3. On the Create tab, in the Forms group, click the Form button. Access creates the form and displays it in Layout view (see the figure on the next slide). Your form may be slightly different. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 7 Step by Step: Create a Simple Form and Delete a Form 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016

8 Step by Step: Create a Simple Form and Delete a Form 4. Click the File tab and then click Save. The Save As dialog box appears. 5. Click OK to accept the Photo Exhibit form name suggested by Access. The form name appears in the Navigation Pane. 6. Click the Close button on the Photo Exhibit form to close it. 7. In the Navigation Pane, click the Photo Info form. This is a form that you no longer need. 8. In the Records group, click the Delete button arrow and then click the Delete command on the menu that appears. 9. Click Yes on the dialog box asking you if you want to permanently delete the Photo Info form. The form is now permanently deleted from the database. LEAVE to use inAccess

the2016 next exercise. 2016, John Wiley the & Sons,database Microsoftopen Official Academic Course, 9 Inc. Creating a Form in Design View

When you click the Form Design button, a new blank form is created in Design view. Design view gives you a more detailed view of the structure of your form than Layout view. The form is not actually running when it is shown in Design view, so you cannot see the underlying data while you are making design changes. You can fine-tune your forms design by working in Design view. To change to Design view, right-click the form name in the Navigation Pane and then click Design view. You can also use the View button on the Home tab of the Ribbon. You can add new controlsused to enter, edit, and find informationand fields to the form by adding them to the design grid. The property sheet gives you access to a large number of properties that you can set to customize your form. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016

10 Step by Step: Create a Form in Design View USE the Graphic Art-final database that is open from the previous exercise. 1. On the Create tab, in the Forms group, click the Form Design button. A new blank form is created in Design view (see below). 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 11 Step by Step: Create a Form in Design View 2. On the Form Design Tools Design

contextual tab, in the Tools group, click the Add Existing Fields button. The Field List pane appears. 3. Click the Show all tables link, and then the expand button to the left of the table name. The available fields display from the Photo Exhibit table 2016, John Wiley & Sons, Microsoft Official Academic Course, Access 2016 (see right). Inc. 12

Step by Step: Create a Form in Design View 4. In the list of fields, double-click Artist to add it to the form. 5. Double-click Image Title to add it to the form. 6. Double-click Price to add it to the form. Your form should look similar to the figure on the right. 7. Click the File tab and then click Save. 8. In the Save As dialog box, type PhotoMicrosoft Label 2016, John Wiley & Sons, Official Academic Course, Access 2016 Inc.

and then click OK. 13 Step by Step: Create a Form in Design View 9. On the Design menu, in the Views group, click the lower half of the View button and then click Form View to display the form in Form view (see below). 10. Click the Close button on Photo Label to close the form. LEAVE the database open to use in the next exercise. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 14 Creating a Form in Layout View If other form-building tools do not fit your needs, you can use the Blank Form tool to create a form.

The Blank Form tool creates a new form in Layout view. This can be a very quick way to build a form, especially if you plan to put only a few fields on your form. Click the Blank Form button to quickly create a new blank form in Layout view. This allows you to make design changes to the form while viewing the underlying data. On the Create tab, in the Forms group, click the Blank Form button. Access opens a blank form in Layout view and displays the Field List pane. To add a field to the form, double-click it or drag it onto the 2016, John Wiley & Sons, Microsoft Official Academic Course, Access 2016 15 form. Inc. Step by Step: Create a Form in Layout View USE the Graphic Art-final database that is open

from the previous exercise. 1. On the Create tab, in the Forms group, click the Blank Form button. A new blank form is created in Layout view. 2. Click the Show all tables link in the Field List pane to show the Photo Exhibit table name, if necessary. 3. If necessary, click the expand button next to the Photo Exhibit table name to show a list of fields related to the table, and then double-click Image Title to add it to the form. 4. Double-click Dimensions to add it to the form. 5. Double-click Media to add it to the form. Your form 2016, John Wiley & Sons, similar Microsoftto Official Academic Course, Access 2016 next slide. 16 should

look the figure on the Inc. Step by Step: Create a Form in Layout View 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 17 Step by Step: Create a Form in Layout View 6. Click the File tab and then click Save. 7. In the Save As dialog box, type Image Info and then click OK. 8. Click the Close button to close the Field List.

9. Click the Close button on Image Info to close the form. LEAVE the database open to use in the next exercise. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 18 Using the Form Wizard Another method of building a form is to use the Form Wizard tool. The Form Wizard allows you to: Select the fields that will appear on the form Choose the form layout (which determines the positioning of controls, objects, and data on a form) Choose a predefined style, if desired A datasheet form looks very similar to the table upon which it is based and provides a way to enter data

using columns and rows. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 19 Step by Step: Use the Form Wizard USE the Graphic Art-final database that is open from the previous exercise. 1. On the Create tab, in the Forms group, click the Form Wizard button. The Form Wizard appears (see below). 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016

20 Step by Step: Use the Form Wizard 2. Click the >> button to move all the fields from the Available Fields box to the Selected Fields box. 3. Click the Next button to move to the next page in the Form Wizard 4. Click Datasheet as the layout for the form. Form layouts help determine the positioning of controls, objects, and data on a form. 5. Click the Next button to move to the final page in the Form Wizard. 6. Type Photo Details as the title of the form. 7. Click the Finish button. A datasheet form appears (see the figure on the next slide). 8. Click the Close button on Photo Details to close the form. LEAVE the database open to use in the next exercise. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016

21 Step by Step: Use the Form Wizard 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 22 Applying a Theme The Themes command applies a predefined color and font scheme to a form or report. A theme modifies a form by controlling the color and fonts of its text. To apply a theme, first change to Layout view. On the Form Layout Tools Design contextual tab, in the Themes group, click the Themes button to view a gallery of theme styles from which to choose.

You can point to each option to see the name of that format and a live preview before it is applied to the form. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 23 Step by Step: Apply a Theme USE the Graphic Art-final database that is open from the previous exercise. 1. Double-click the Image Info form in the Navigation Pane to open it. 2. On the Home tab, in the Views group, click the lower half of the View button and then click Layout View.

3. On the Form Layout Tools Design contextual tab, in the Themes group, click the Themes button. A gallery of themes appears (see right). 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 24 Step by Step: Apply a Theme 4. Click the Integral theme (fourth item in the first row) to apply it to the form. Notice how the forms text has changed (see below). 5. Click the Close button on Image Info to close the form. LEAVE the database open to use in the next exercise.

2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 25 Sorting and Filtering Data within a Form Sorting data in a form can help make it much more effective and easy to use. Sorting helps users review and locate the records they want without having to browse the data. To find one or more specific records in a form, you can use a filter. A filter limits a view of data to specific records without requiring you to alter the design of the form. You also can use a tool called filter by form to filter on several fields in a form or to find a specific record. 2016, John Wiley & Sons, Inc.

Microsoft Official Academic Course, Access 2016 26 Sorting Data within a Form You can sort data in the Form view of a form. The order that is chosen when a form is designed becomes that objects default sort order. But when viewing the form, users can sort the records in whatever way is most useful for them. You can sort the records in a form on one or more fields. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 27 Step by Step: Sort Data within a

Form 1. 2. 3. 4. 5. 6. USE the Graphic Art-final database that is open from the previous exercise. Double-click the Photo Label form in the Navigation Pane to open it in Form view. Right-click the Price field to display the shortcut menu. Click Sort Smallest to Largest. The form is sorted by price from smallest to largest. The record with the smallest price is displayed first. Click the Next record button on the record navigator at the

bottom of the form. Continue clicking through all the records to see the records in order according to price. On the Home tab, in the Sort & Filter group, click the Remove Sort button. The records have resorted back to their original order. Click the Close button on Photo Label to close the form. LEAVE the database open to use in the next exercise. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 28 Step by Step: Sort Data within a Form You must identify the fields on which you want to sort. To sort on two or more fields, identify the fields that will act as the innermost and outermost sort fields. Right-click anywhere in the column corresponding to the innermost field and then click one of the sort commands.

The commands vary based on the type of data that is in the selected field. Repeat the process for each sort field, ending with the outermost sort field. The records are rearranged to match the sort order. The last-applied sort order is automatically saved with the form. If you want it automatically applied the next time you open the form, set the Order By On Load property of the form to Yes. Remember that you cannot remove a sort order from just a single field. To remove sorting from all sort fields, click Remove Sort on the 2016, John Wiley & Sons, Microsoft Official Academic Course, Access 2016 29 Inc. Home tab in the Sort & Filter group. Filtering Data within a Form Common filters are built into every view that displays data. The filters available depend on the type and values of the

field. When you apply the filter, only records that contain the values that you are interested in are included in the view. The rest are hidden until you remove the filter. Filters are easy to apply and remove. Filter settings remain in effect until you close the form even if you change to another view. If you save the form while the filter is applied, it will be available the next time you open the form. To permanently remove a filter, on the Home tab, in the Sort & Filter group, click the Advanced button and then click 2016, John Wiley 30 Clear All& Sons, Filters. Microsoft Official Academic Course, Access 2016 Inc. Step by Step: Filter Data with Common Filters USE the Graphic Art-final database that is open

from the previous exercise. 1. Double-click the Photo Exhibit form in the Navigation Pane to open it in Form view. 2. Right-click the Media field to display the shortcut menu, click Text Filters, and then select Contains, as shown in the figure on the next slide. Click Contains to display the Custom Filter dialog box. 3. In the Media contains box, type print and then click OK. 4. Click the Next record button on the record navigator at the bottom of the form. Continue clicking to see the five records that contain the word print in the 2016, John Wiley &field. Sons, Microsoft Official Academic Course, Access 2016 31 Media Inc. Step by Step: Filter Data with Common Filters

2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 32 Step by Step: Filter Data with Common Filters 5. Right-click the Price field to display the shortcut menu and then click Number Filters. 6. Click Less Than to display the Custom Filter dialog box. 7. In the Price is less than or equal to box, type 500 and then click OK. 8. Click the Next record button on the record navigator at the bottom of the form. Continue clicking to see the three photos that use print media and are less than $500. 9. On the Home tab, in the Sort & Filter group, click the Advanced Filter Options button and then click

Clear All Filters. 2016, John Wiley &the Sons, database Microsoft Official Academic LEAVE open toCourse, useAccess in 2016 the next exercise.33 Inc. Using Filter by Form

Although only a single filter can be in effect for any one field at any one time, you can specify a different filter for each field that is present in the view. In addition to the ready-to-use filters for each data type, you can also filter a form by completing an action called filter by form. Filter by form is useful when you want to filter several fields in a form or if you are trying to find a specific record. Access creates a blank form that is similar to the original form; you then complete as many of the fields as you want. When you are finished, Access finds the records that contain the specified values. To use filter by form, open the form in Form view and make sure the view is not already filtered by verifying that either the Unfiltered icon or the dimmed No Filter icon is present on the record selector bar. 2016, John Wiley & Sons, Inc.

Microsoft Official Academic Course, Access 2016 34 Using Filter by Form On the Home tab, in the Sort & Filter group, click Advanced and then click Filter By Form. Click the down arrow in a field to display the available values. Enter the first set of values on the Look for tab at the bottom of the page and then click the Or tab and enter the next set of values. Each time you click the Or tab, Access creates another Or tab; so you can continue to add additional filter values. Click the Toggle Filter button to apply the filter. The filter returns any record that contains all of the values specified on the Look for tab, or all of the 2016, John Wiley & Sons, Microsoft

Official Academic Course, Access values specified on the first Or tab, or2016all of the values35 Inc. specified on the second Or tab, and so on. Step by Step: Use Filter by Form 1. 2. 3. 4.

USE the Graphic Art-final database that is open from the previous exercise. On the Home tab, in the Sort & Filter group, click the Advanced Filter Options button and then click Filter By Form. A form filter appears. Place the insertion point in the Dimensions box and then click the down arrow on the right to display the list of options shown in in the figure here. Click 30 X 40. Click the Or tab at the bottom of the form. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 36

Step by Step: Use Filter by Form 5. Place the insertion point in the Dimensions box, click the down arrow and then click 12 X 28. 6. On the Home tab, in the Sort & Filter group, click the Toggle Filter button to apply the filter. The records containing either the dimensions 30 X 40 or 12 X 28 are displayed (see the figure on the next slide). 7. Click the Next record button on the record navigator at the bottom of the form to see the second record in the form filter results. 8. On the Home tab, in the Sort & Filter group, click the Toggle Filter button again to remove the filter, click the Advanced button and then click Clear All Filters. 9. Click the File tab and then click Close. CLOSE the database and then EXIT Access. 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 37

Step by Step: Use Filter by Form 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 38 Skill Summary 2016, John Wiley & Sons, Inc. Microsoft Official Academic Course, Access 2016 39

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