Shelly Cashman Access 2016 | Module 4: SAM Project 1a

West Coast Outdoor Advertisers

CREATING reports and forms

GETTING STARTED

Open the file SC_AC16_4a_FirstLastName_1.accdb, available for download from the SAM website.

Save the file as SC_AC16_4a_FirstLastName_2.accdb by changing the “1” to a “2”.

· If you do not see the .accdb file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.

Open the _GradingInfoTable table and ensure that your first and last name is displayed as the first record in the table. If the table does not contain your name, delete the file and download a new copy from the SAM website.

PROJECT STEPS

Open the Basic Billboards List report in Layout View. Group the report by the State field, and then sort the report by the BillboardID field in ascending order. Do not add any additional grouping or sorting options to the report. Close the Group, Sort & Total pane. (Hint: Click the Group & Sort button.) Save and close the Basic Billboards List report.

Modify the Advertiser Financial Report to match Figure 1 on the following page by performing the following tasks:

a. Open the Advertiser Financial Report in Layout View.

b. Sum the values in the Amount Paid column and the Current Due column for each state’s advertisers and for all advertisers.

c. Switch to Print Preview to view the report and to check that the values in the subtotal control and the total control are displayed completely.

d. Return to Layout View and, if necessary, expand the size of the subtotal control and the total control so that they are displayed completely.

Save the report without closing it.

With the Advertiser Financial Report still open in Layout View, apply conditional formatting to the Current Due column. If the amount currently due is greater than $6,000, display the value in bold, Green font (7th column, 1st row of the Standard Colors palette).

Save the report again, and then close it.

Figure 1: Advertiser Financial Report

Open the Advertiser by AdRep Report in Layout View, and then create a summary report. (Hint: To create a summary report, hide the detail lines.) Save and close the report.

Open the AdRep Phone List report in Layout View. Apply the Office theme to this object only. Save and close the report.

Use the Label Wizard to create mailing labels for the AdRep table, and include the following options:

e. Use Avery C2163 as the label size.

f. Use Arial font, 11 pt. font size, Light font weight, and Black (1st column, 6th row of the Basic Colors palette) font color with no special font styles for the labels. (Hint: These formatting options may be the default settings for your label.)

g. On the first line of the label, include the FirstName field, a space, and the LastName field.

h. On the second line of the label, include the Address field.

i. On the third line of the label, include the City field, a comma (,), a space, the State field, a space, and the PostalCode field. Your label should match Figure 2 below.

Figure 2: Prototype AdRep Label

j. Sort the labels by the PostalCode field.

k. Save the Labels as Labels AdRep (which is the default name).

Confirm that your labels match Figure 3 below, and then close the Labels AdRep report. (Hint: If a message appears warning that some data may not be displayed, click OK.)

Figure 3: Labels AdRep Report

Use the Report Wizard to create the report shown in Figure 4 on the next page. The report is based on the Advertiser and Rentals tables and should include the following options:

l. Include the AdvertiserID and AdvertiserName fields from the Advertiser table.

m. Include the RentalID and BillboardID fields from the Rentals table.

n. The data will automatically be grouped by the AdvertiserID field, but do not add any additional grouping levels.

o. Sort the report by the RentalID field in ascending order.

p. Use the Stepped layout and Landscape orientation.

q. Save the report as Advertisers and Rentals Report. (Hint: Do not include the (.) period following Report.)

Preview the report, and then close it.

Figure 4: Advertisers and Rentals Report

Open the AdRep Contact Form in Layout View, and then modify the form by performing the following tasks:

r. Select all the labels and controls in the Detail section of the form. (Hint: Do not select the form title label in the Form Header section.)

s. Place the selected controls in the Stacked control layout.

t. Add the DateHired control after the PhoneNumber control as shown in Figure 5 on the next page.

u. Move the LastName control after the FirstName control as shown in Figure 5. (Hint: Be sure to select both the label and the control for the LastName field.)

Save and close the form.

Figure 5: AdRep Contact Form

Open the Rentals Update Form in Layout View, and then bold the BeginDate control. Save and close the form.

Open the States Entry Form in Layout View, and then add the current date to the form. Use the option button for the second date format. Do not include the time on the form. Save and close the form.

Open the Advertiser Address Form in Form View, and then use the Advanced Filter/Sort option to create a filter with the following properties:

v. The records in the form should be sorted in ascending order by the AdvertiserName field.

w. The form should only return records where the State field contains “OR”.

x. Toggle the filter to confirm it is working. (Hint: There should only be nine records included in the form.)

Save and close the form.

Use the Form Wizard to create a form based on the Billboard table with the following options:

y. Include the BillboardID, Location, City, State, Type, and DEC fields (in that order) on the form.

z. Select the Columnar layout for the form

aa. Save the form as Basic Billboard Form. (Hint: Do not include the (.) period following Form.)

Close the form.

Save and close any open database objects. Compact and repair your database, close it, and then exit Access. Follow the directions on the SAM website to submit your completed project