Homework answers / question archive / Shelly Cashman Access 2016 | Module 4: SAM Project 1b All Around Outside Maintenance CREATING REPORTS AND FORMS GETTING STARTED ? Open the file SC_AC16_4b_ FirstLastName _1

Shelly Cashman Access 2016 | Module 4: SAM Project 1b All Around Outside Maintenance CREATING REPORTS AND FORMS GETTING STARTED ? Open the file SC_AC16_4b_ FirstLastName _1

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

All Around Outside Maintenance

CREATING REPORTS AND FORMS

GETTING STARTED

?

Open the file

SC_AC16_4b_

FirstLastName

_1.accdb

, available for download

from the SAM website.

?

Save the file as

SC_AC16_4b_

FirstLastName

_2.accdb

by changing the “1” to

a “2”.

o

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

1.

Open

the Basic Property List

report in Layout View. Group the report by the

State

field, and then sort the report by the

City

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 Property List

report.

2.

Modify the

Client Financial Report

to match Figure 1 on the following page by

completing the following tasks:

a.

Open the

Client Financial Report

in Layout View.

b.

Sum the values in the

AmountPaid

column and the

Balance

column for

each state’s clients and for all clients.

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 appear completely.

Save the report without closing it.

3.

With the

Client Financial Report

still open in Layout View, apply

conditional

formatting

to the

Balance

column. If the balance amount is greater than

$3,000, display the value in

Bold

,

Maroon

font (6

th

column, 1

st

row of the

Standard Colors palette).

Save the report again, and then close the

Client Financial Report

.

Figure 1: Client Financial Report

4.

Open the

Clients by Manager 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.

5.

Open the

Manager Contact List

report in Layout View. Apply the

Office

theme to

this object only. Save and close the report.

6.

Use the Label Wizard to create mailing labels for the

Manager

table, and include

the following options:

a.

Use

Avery C2163

as the label size.

b.

Use

Arial

font,

11 pt.

font size,

Light

font weight, and

Black

(1

st

column,

6

th

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.)

c.

On the first line of the label, include the

FirstName

field, a space, and the

LastName

field.

d.

On the second line of the label, include the

Address

field.

e.

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 on the following page.

Figure 2: Prototype Manager Label

f.

Sort the labels by the

PostalCode

field.

g.

Save the labels as

Labels Manager

(which is the default name).

Confirm that your labels match the format shown in Figure 3 below, and then

close the

Labels Manager

report. (

Hint:

If a message appears warning that some

data may not be displayed, click

OK

.)

Figure 3:

Labels Manager Report

7.

Use the Report Wizard to create the report shown in Figure 4 on the following

page. The report is based on the

Client

and

Property

tables and should include

the following options:

a.

Include the

ClientNumber

and

ClientName

fields from the

Client

table.

b.

Include the

PropertyID

and

Address

fields from the

Property

table.

c.

The data will automatically be grouped by the

ClientNumber

field, but do

not add any additional grouping levels.

d.

Sort the report by the

PropertyID

field in

ascending

order.

e.

Use the

Stepped

layout and

Landscape

orientation.

f.

Save the report as

Clients and Properties Report

. (

Hint

: Do not include

the period.)

Preview the report, and then close it.

Figure 4: Clients and Properties Report

8.

Open the

Manager Contact Form

in Layout View, and then modify it by

completing the following tasks:

a.

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.)

b.

Place the selected controls in a

Stacked

control layout.

c.

Add the

StartDate

control after the

PhoneNumber

control as shown in

Figure 5 on the following page.

d.

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: Manager Contact Form

9.

Open the

Property Update Form

in Layout View, and then

bold

the

Date

control.

Save and close the form.

10.

Open the

Client Types 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.

11.

Open the

Client Address Form

in Form View, and then use the

Advanced

Filter/Sort

option to create a filter with the following properties:

a.

The records in the form should be sorted in

ascending

order by the

ClientName

field.

b.

The form should only return records in which the

State

field value is equal

to

DE

.

c.

Toggle the filter to confirm it is working. (

Hint

: There should only be four

records included in the form.)

Save and close the form.

12.

Use the Form Wizard to create a form based on the

Property

table with the

following options:

a.

Include the

PropertyID

,

Address

,

City

,

State

, and

ClientNumber

fields (in

that order) on the form.

b.

Select the

Columnar

layout for the form

c.

Save the form as

Basic Property Form

. (

Hint

: Do not include the period.)

Close the form.

Save and close any open objects in your database. Compact and repair your database,

close it, and then exit Access. Follow the directions on the SAM website to submit your

completed project.