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AIA101.4.Automating Access

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Last major module in AIA101 Accelerated Introduction to Access course. Illustrates advanced queries and macros.

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AIA101.4.Automating Access

  1. 1. Module - Automating the Application - Advanced Queries, Macros, Control Wizards Microsoft Access P.O. Box 6142 Laguna Niguel, CA 92607 949-489-1472 http://www.dhdursoassociates.com [email_address]
  2. 2. Module Outline <ul><li>Part 1: Advanced Queries </li></ul><ul><li>Part 2: Macros </li></ul><ul><li>Part 3: Control Wizards </li></ul>Three parts:
  3. 3. Module Hands On <ul><ul><li>Create action queries </li></ul></ul><ul><ul><ul><li>Maketable </li></ul></ul></ul><ul><ul><ul><li>Append </li></ul></ul></ul><ul><ul><ul><li>Delete </li></ul></ul></ul><ul><ul><li>Create macros </li></ul></ul><ul><ul><ul><li>Simple </li></ul></ul></ul><ul><ul><ul><li>Run from form </li></ul></ul></ul><ul><ul><ul><li>Add where criteria </li></ul></ul></ul><ul><ul><ul><li>Add a condition </li></ul></ul></ul><ul><ul><li>Use the control wizard to close a form </li></ul></ul><ul><li>Students “hands-on”: </li></ul>
  4. 4. MS Access Training Part 1 Advanced Queries
  5. 5. Advanced Queries <ul><li>Several types of special-use queries </li></ul><ul><ul><li>Action </li></ul></ul><ul><ul><ul><li>Make table* </li></ul></ul></ul><ul><ul><ul><li>Append* </li></ul></ul></ul><ul><ul><ul><li>Delete* </li></ul></ul></ul><ul><ul><ul><li>Update </li></ul></ul></ul><ul><ul><li>Other </li></ul></ul><ul><ul><ul><li>Pass-through, crosstab etc. </li></ul></ul></ul><ul><li>We will cover those with an *; others as time and interest permit </li></ul><ul><li>Reached through Query menu bar when query designer is open </li></ul>
  6. 7. MakeTable Query <ul><li>Allows you to create a new table based on a query </li></ul><ul><li>Can be output to current database or another one </li></ul><ul><li>Very simple </li></ul><ul><ul><li>Design your query as you normally would </li></ul></ul><ul><ul><li>Pull down the query menu and select make table. Assign the new table name </li></ul></ul>
  7. 8. MakeTable Query <ul><li>Create an extract of the Employees table </li></ul><ul><ul><li>Save table as Temp_Employees </li></ul></ul><ul><ul><li>Select MgrNo = 13 </li></ul></ul><ul><ul><li>Save your query as qryMake_Temp_Employees </li></ul></ul>
  8. 9. MakeTable Query Results
  9. 10. Append Query <ul><li>Appends records to an existing table </li></ul><ul><li>Design query then pull down query menu and select table to append to </li></ul><ul><li>Must indicate destination field for each source field in query. This is done in a new QBE grid row. </li></ul><ul><li>Can have additional “criteria” fields with no destination </li></ul>
  10. 12. Append Query <ul><li>Create and execute an append query </li></ul><ul><li>Select from Employees all records with MgrNo =12 </li></ul><ul><li>Append to table Temp_Employees </li></ul><ul><li>Save the query as qryAppend_Temp_Employees </li></ul>
  11. 13. Append Query Results
  12. 14. Delete Query <ul><li>Deletes records from an existing table </li></ul><ul><li>Go to query design window then pull down query menu and select table to delete from </li></ul><ul><li>Establish the criteria in the criteria row </li></ul>
  13. 15. Delete Query <ul><li>Delete from temp_employees </li></ul><ul><ul><li>All records with rate less than 20 </li></ul></ul>
  14. 16. Delete Query Results
  15. 17. Other Advanced Queries <ul><li>Union – “Adds” results of two queries into one result </li></ul><ul><li>Update – Update records in an existing table </li></ul><ul><li>SQL Pass-through – Send an SQL statement directly to “back-end” database (Oracle, DB2, etc.) </li></ul><ul><li>Crosstab – Creates a crosstab result (similar to a spreadsheet) </li></ul><ul><li>Etc. </li></ul>
  16. 18. Microsoft Access Part 2 Introduction to Macros
  17. 19. Introduction to Macros <ul><li>Two ways of “programming” a task in Access </li></ul><ul><ul><li>Macros </li></ul></ul><ul><ul><li>Visual Basic for Applications (VBA) </li></ul></ul><ul><li>We will cover Macros primarily </li></ul><ul><li>We will also take a look at control wizards which do use VBA </li></ul>
  18. 20. Introduction to Macros <ul><li>Elements of Macros </li></ul><ul><ul><li>Events – what “fires” the macro </li></ul></ul><ul><ul><li>Actions – what the macro does </li></ul></ul><ul><ul><li>Action arguments – control the specifics of the action </li></ul></ul><ul><ul><li>Conditions – circumstance under which the macro “fires” </li></ul></ul><ul><li>Macro design grid – how macro is defined </li></ul>
  19. 22. Introduction to Macros <ul><li>Create and run a simple macro, mcrFirst, to become familiar with the concepts </li></ul><ul><ul><li>Action = msgbox </li></ul></ul><ul><ul><li>Arguments: </li></ul></ul><ul><ul><ul><li>“ Hello, Macro” </li></ul></ul></ul><ul><ul><ul><li>information type </li></ul></ul></ul><ul><ul><ul><li>title = “My First Macro” </li></ul></ul></ul>
  20. 23. Designing the First Macro
  21. 24. My First Macro
  22. 25. Automating Import/Export with Macros <ul><li>Can string together several macros one after the other </li></ul><ul><li>Useful to do an import (or links, even) followed by data manipulation </li></ul><ul><li>As an example we will automate our prior three action queries </li></ul>
  23. 26. Import Macro <ul><li>Design a simple macro to import a table </li></ul><ul><li>Action is transfertext </li></ul><ul><li>Arguments are labor text file to be imported </li></ul><ul><li>Save as mcrImport </li></ul>
  24. 27. Designing Import Macro
  25. 28. Macro “Programs” <ul><li>Create a new macro to run the action queries created earlier </li></ul><ul><li>Use open query action </li></ul><ul><li>Use the action query name as the argument </li></ul><ul><li>Add a msgbox </li></ul><ul><li>Open the import table when done </li></ul><ul><li>Save as mcrActionQueries </li></ul>
  26. 29. More on Macros <ul><li>Macros can be invoked depending on “condition” </li></ul><ul><li>Uses a condition column </li></ul><ul><li>Macro will run iff condition is true </li></ul><ul><li>Macros can be run one after another like a “program”. Example: </li></ul><ul><ul><li>Do a maketable query , then an append query from a different file. I.E different downloads from an ERP system </li></ul></ul>
  27. 30. MS Access Training Part 3 Control Wizards
  28. 31. Control Wizards <ul><li>Will create program code for you to perform a task </li></ul><ul><li>Form operations </li></ul><ul><li>Report operations </li></ul><ul><li>Etc. </li></ul><ul><li>Invoked by making sure the wizard button is depressed when adding a control </li></ul>
  29. 32. Use Wizard Various Actions Using the Control Wizard
  30. 33. Form Events <ul><li>Forms and controls have “events” </li></ul><ul><li>These “fire” on certain actions. Examples: </li></ul><ul><ul><li>Click a button (onclick event) </li></ul></ul><ul><ul><li>Before table is updated (beforeupdate event) </li></ul></ul><ul><ul><li>After table is updated (afterupdate event) </li></ul></ul><ul><ul><li>Etc. </li></ul></ul>
  31. 34. Form Events (cont’d) <ul><li>When an event “fires” can execute: </li></ul><ul><ul><li>VBA Code </li></ul></ul><ul><ul><li>Macro </li></ul></ul><ul><li>This provides a method for “running” an application </li></ul>
  32. 35. Control wizards <ul><li>Create a criteria selection form </li></ul><ul><li>Add a button to run the action queries </li></ul><ul><li>Add a button to close the form </li></ul><ul><li>Run the form </li></ul><ul><li>That’s it! </li></ul>
  33. 36. Form with Button to Launch Macro
  34. 37. Microsoft Access End of Module P.O. Box 6142 Laguna Niguel, CA 92607 949-489-1472 http://www.d2associates.com