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Access 2010 Level 2 Unit 2 Advanced Reports, Access Tools, and Customizing Access

Access 2010 Level 2 Unit 2 Advanced Reports, Access Tools, and Customizing Access Chapter 8 Integrating Access Data. Integrating Access Data. Quick Links to Presentation Contents. Import Data from Another Access Database Link to a Table in Another Access Database

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Access 2010 Level 2 Unit 2 Advanced Reports, Access Tools, and Customizing Access

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  1. Access 2010 Level 2 Unit 2 Advanced Reports, Access Tools, and Customizing Access Chapter 8 Integrating Access Data

  2. Integrating Access Data Quick Links to Presentation Contents • Import Data from Another Access Database • Link to a Table in Another Access Database • Import Data to Access from a Text File • Save and Repeat Import Specifications • CHECKPOINT 1 • Export Access Data to a Text File • Save and Repeat Export Specifications • Publish and View Database Objects as XPS Documents • Summarize Data in a PivotTable and PivotChart • CHECKPOINT 2

  3. Import Data from Another Access Database • Data stored in another Access database can be integrated into the active database by importing a copy of the source object. • You can choose to copy multiple objects as well as duplicate the relationships between tables.

  4. Import Data from Another Access Database…continued To import objects from an Access database: • Open the destination database. • Click the External Data tab. • Click the Import Access database button in the Import group. • At the Get External Data - Access Database dialog box, click the Browse button. • Navigate to the drive and/or folder. • Double-click the source file name. • Click OK. continues on next slide… Get External Data – Access Database dialog box

  5. Import Data from Another Access Database…continued • At the Import Objects dialog box, select the desired import object(s). • Click OK. • Click Close. Import Objects dialog box

  6. Import Data from Another Access Database…continued To display import options: • Display the Import Objects dialog box. • Click the Options button. import options

  7. Import Data from Another Access Database…continued • You can also copy an object by opening two different Access windows—one containing the source database and another containing the destination database.

  8. Link to a Table in Another Access Database To link to a table in another database: • Open the destination database. • Click the External Data tab. • Click the Import Access database button in the Import & Link group. • At the Get External Data - Access Database dialog box, click the Browse button. • Navigate to the drive and/or folder. • Double-click the source file name. • Click the Link to the data source by creating a linked table option. • Click OK. continues on next slide… Link to the data source by creating a linked table option

  9. Link to a Table in Another Access Database…continued • At the Link Tables dialog box, select the desired table(s). • Click OK. Link Tables dialog box

  10. Link to a Table in Another Access Database…continued • When two tables in different databases arelinked, the data resides in the source database. The table in the destination database is considered to be a copy. • Opening thelinked table in the destination database causes Access to update the it with the information from the source table.

  11. Link to a Table in Another Access Database…continued • In most cases, you will import data into Access from another Access database or from anexternal source. • If you know that the data will require frequent updates, you should link the data to the external data source so that you can enter changes in one central location. • For example, if you wanted to combine data from multiple databases to create a table called Inventory, you would first import the data from all of the different data sources and then link each table back to its source file.

  12. Link to a Table in Another Access Database…continued To refresh a link: • Click the External Data tab. • Click the Linked Table Manager button in the Import & Link group. • At the Linked Table Manager dialog box, click the linked table. • Click OK. • Navigate to the drive and/or folder. • Double-click the source database file name. • Click OK. • Click the Close button. Linked Table Manager dialog box

  13. Import Data to Access from a Text File • A text file is often used to exchange data between programs since the file format is recognized by most applications. • Text files contain no formatting. They consist of only letters, numbers, punctuation symbols, and a few control characters. • Delimited file format is a text file format that uses a tab character to separate fields. • Comma separated file format is text file format that uses a comma to separate fields.

  14. Import Data to Access from a Text File…continued To import data from a comma separated text file: • Click the External Data tab. • Click the Import text file button in the Import & Link group. • At the Get External Data - Text File dialog box, click the Browse button. • Navigate to the drive and/or folder. • Double-click the file name with the.csv extension. • Click OK. continues on next slide… Get External Data – Text File dialog box

  15. Import Data to Access from a Text File…continued • At the first Import Text Wizard dialog box, click Next. continues on next slide… first Import Text Wizard dialog box

  16. Import Data to Access from a Text File…continued • At the second Import Text Wizard dialog box, click the First Row Contains Field Names check box. • Click Next. continues on next slide… second Import Text Wizard dialog box

  17. Import Data to Access from a Text File…continued • At the third Import Text Wizard dialog box, choose the data type. • Click Next. continues on next slide… third Import Text Wizard dialog box

  18. Import Data to Access from a Text File…continued • At the fourth Import Text Wizard dialog box, choose the primary key field. • Click Next. • At the last Import Text Wizard dialog box, click Finish. fourth Import Text Wizard dialog box

  19. Save and Repeat Import Specifications To save import specifications: • At the last Get External Data dialog box, click the Save import steps check box. • If necessary, edit the name in the Save as text box. • Type a description in the Description text box. • Click the Save Import button. Save import steps check box

  20. Save and Repeat Import Specifications…continued To repeat the import process: • Click the External Data tab. • Click the Saved Imports button in the Import & Link group. • At the Manage Data Tasks dialog box, click the desired import name. • Click the Run button. Manage Data Tasks dialog box

  21. CHECKPOINT 1 • The Import Access database button is located in this tab. • Home • Create • External Data • Database Tools • This type of file is often used to exchange data between programs. • converted • data • encrypted • text Answer Answer Next Question Next Question • When you do this to a table, the source data does not reside in the destination database. • copy • paste • link • embed • The Saved Imports button is located in this tab. • Home • Create • External Data • Database Tools Answer Answer Next Question Next Slide

  22. Export Access Data to a Text File • The Export group in the External Data tab contains buttons you can use to export Access data from a table, query, form, or report to other applications such as Excel or Word. • If you want to work with Access data in a program that is not part of the Microsoft Office suite, click the More button in the Export group to see if a file format converter exists for the application you want to use.

  23. Export Access Data to a Text File…continued To export data as a text file: • Select the object in the Navigation pane. • Click the External Data tab. • Click the Export to text file button in the Export group. • At the Export - Text File dialog box, click the Browse button. • Navigate to the desired drive and/or folder. • Change the file name. • Click the Save button. • Click OK. continues on next slide… Export - Text File dialog box

  24. Export Access Data to a Text File…continued • At the first Export Text Wizard dialog box, click Next. continues on next slide… first Export Text Wizard dialog box

  25. Export Access Data to a Text File…continued • At the second Export Text Wizard dialog box, choose the delimiter character. • If appropriate, click the Include Field Names on First Row check box. • If appropriate, choose the Text Qualifier character. • Click Next. • At the last Export Text Wizard dialog box, change the Export to File path and/or name. • Click Finish. • Click the Close button. second Export Text Wizard dialog box

  26. Save and Repeat Export Specifications To save the export specifications: • At the last Export - Text File dialog box, click the Save export steps check box. • If necessary, edit the name in the Save as text box. • Type a description in the Description text box. • Click the Save Export button. Save export steps check box

  27. Save and Repeat Export Specifications…continued To repeat the export process: • Click the External Data tab. • Click the Saved Exports button in the Export group. • At the Manage Data Tasks dialog box, click the desired export name. • Click the Run button. Manage Data Tasks dialog box

  28. Publish and View Database Objects as XPS Documents To publish anobject as an XPS document: • Select the object in the Navigation pane. • Click the External Data tab. • Click the PDF or XPS button. • If necessary, navigate to the desired drive and/or folder. • Change the file name as needed. • Change the Save as type to XPS. • Click the Publish button. • Click the Close button. Publish button

  29. Publish and View Database Objects as XPS Documents…continued • XPS stands for XML Paper Specification, which is a fixed-layout format with all formatting preserved. When an XPS file is shared electronically, the recipients of the file see the original formatting and cannot easily change the data. • The Save as type option also includes PDF. PDF stands for Portable Document Format, another fixed-layout format that preserves original formatting for file-sharing purposes.

  30. Summarize Data in a PivotTable and PivotChart • A PivotTable is an interactive table that organizes and summarizes data based on fields you designate as the row and column headings. • PivotTables are useful management tools since you can analyze data in a variety of ways. You can filter a row, a column, or another filter field and instantly see the change in results.

  31. Summarize Data in a PivotTable and PivotChart…continued To create a PivotTable: • Open the table or query. • Click the View button arrow in Views group in the Home tab. • Click the PivotTable View option at the drop-down list. continues on next slide… PivotTable View option

  32. Summarize Data in a PivotTable and PivotChart…continued • Drag the fields from the PivotTable Field List box to the desired dimmed text locations. PivotTable Field List box

  33. Summarize Data in a PivotTable and PivotChart…continued • The main advantage to using a PivotTable is that it gives you the ability to analyze data for a variety of different scenarios. • Use the plus and minus symbols that display in a row or column heading to show or hide data. • Use the down-pointing arrow (called the filter arrow) that displays next to a field name to filter the PivotTable by one or more values in the field.

  34. Summarize Data in a PivotTable and PivotChart…continued • When you create a PivotTable in a query or table, the PivotTable settings are saved and become part of the table or query. • When you open a table or query in which you have created a PivotTable and then switch to PivotTable view, the table or query displays with the PivotTable settings you created. • If you want to view different fields or perform other functions in PivotTable view, you have to edit the settings.

  35. Summarize Data in a PivotTable and PivotChart…continued To create a PivotTable form: • Click the desired object in the Navigation pane. • Click the Create tab. • Click the More Forms button in the Forms group. • Click the PivotTable option at the drop-down list. • Click twice on the Field List button in the Show/Hide group in the PivotTable Tools Design tab. • Drag and drop the field(s). PivotTable option

  36. Summarize Data in a PivotTable and PivotChart…continued • A PivotChart performs the same function as a PivotTable. However,Access displays the source data in a graph instead of in a table or query.

  37. Summarize Data in a PivotTable and PivotChart…continued To create a PivotChart: • Open the table or query. • Click View button arrow in the Views group in the Home tab. • Click the PivotChart View option. PivotChart

  38. CHECKPOINT 2 • The Export to text file button is located in this tab. • Home • Create • External Data • Database Tools • This is an interactive table that organizes and summarizes data. • PivotSummarize • PivotTable • PivotChart • PivotData Answer Answer Next Question Next Question • This file format is a fixed-layout format with all formatting preserved. • XPS • PSX • XPD • XDF • This displays the source data in a graph. • PivotSummarize • PivotTable • PivotChart • PivotData Answer Answer Next Question Next Slide

  39. Integrating Access Data Summary of Presentation Concepts • Import data from another Access database • Link to a table in another Access database • Determine when to import versus link from external sources • Reset or refresh links using Linked Table Manager • Import data from a text file • Save import specifications • Export data in an Access table or query as a text file • Save and run export specifications • Save an object as an XPS document • Summarize data by using a PivotTable • Summarize data by using a PivotChart

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