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Homework answers / question archive / New Perspectives Access 2016 | Module 7: SAM Project 1a Healthy Myles Fitness Center CREATING AND ENHANCING REPORTS GETTING STARTED ? Open the file NP_AC16_7a_ FirstLastName _1
New Perspectives
Access 2016 | Module 7: SAM Project 1a
Healthy Myles Fitness Center
CREATING AND ENHANCING REPORTS
GETTING STARTED
?
Open the file
NP_AC16_7a_
FirstLastName
_1.accdb
, available for download
from the SAM website.
?
Save the file as
NP_AC16_7a_
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
Refer to Figure 1 below, which shows the rptEmployeesAndManagers report, while
completing Steps 1–8.
Figure 1: rptEmployeesAndManagers Report in Design View
1.
Open the
rptEmployeesAndManagers
report in Layout View, and then rename
the report using
Employees and Managers
as the title.
2.
With the
rptEmployeesAndManagers
report still open in Layout View, change the
Format property for the
MonthlySalary
field values to
Currency
.
3.
With the
rptEmployeesAndManagers
report still open in Layout View, add a
subtotal that sums the
MonthlySalary
field values for each location,
and then
add a grand total for all locations.
4.
With the
rptEmployeesAndManagers
report still open in Layout View, make the
following updates:
a.
Change the third column heading to
Employee First Name
, and then
change the fourth column heading to
Employee Last Name
. (
Hint:
Do
not type the period.)
b.
Set the value for the Can Grow property for the
Employee Last Name
field
to
Yes
.
c.
Resize all of the column headings (and their text boxes) so that all values
are fully visible.
5.
Switch to viewing the
rptEmployeesAndManagers
report in Design View, and
then update the report as described below:
a.
Use a text box control in the Report Footer section to display the number
of employees that appear in the report based on the
EmployeeID
field.
(
Hint
: Use the COUNT function in the calculated control.)
b.
Use
Number of Employees
as the caption for the label associated with
the text box.
c.
Position the left edge of the text box at approximately the
2"
mark on the
horizontal ruler, and position the top edge of the text box approximately in
the second row of grid dots in the Report Footer section. (
Hint
: You may
need to slightly increase the height of the Report Footer section.)
d.
Left-align the
Number of Employees
label with the
Manager ID
label (which
is located in the LocationName Header section).
e.
Change the border style for the text box to
Transparent
.
6.
With the
rptEmployeesAndManagers
report still open in Design View, make the
following updates:
a.
In the LocationName Footer section, move the subtotal of the
MonthlySalary
text box control down so that its top edge is approximately
in the second row of grid dots in this section. (
Hint
: You will need to slightly
increase the height of the LocationName Footer section.)
b.
Draw a line above the subtotal of the
MonthlySalary
text box control in the
LocationName Footer section, using Figure 1 as a guide.
c.
In the Report Footer section, move the grand total of the
MonthlySalary
text box control down so that its top edge is approximately in the second
row of grid dots in this section. (
Hint
: You may need to slightly increase the
height of the Report Footer section.)
d.
Draw a line above the grand total of the
MonthlySalary
text box control in
the Report Footer section, using Figure 1 as a guide.
e.
Align the lines and the text box controls below them on their right sides,
and make sure that their lengths are approximately equal.
7.
With the
rptEmployeesAndManagers
report still open in Design View, r
emove
the alternate back color from all sections of the report.
8.
With the
rptEmployeesAndManagers
report still open in Design View, r
ight
-align
the page number text box with the right edge of the
MonthlySalary
text box.
Save the report, preview both pages of the report, and then close the report.
9.
Create a mailing label report according to the following instructions:
a.
Use the
tblClient
table as the record source.
b.
Use
Avery C2160
labels, and use the
Courier
font, a font size of
12
, the
normal
font weight, standard
Black
(1
st
column, 6
th
row of the Basic Color
Palette) as the text color, and no special font styles.
c.
In the first line of the prototype label, add the
ClientFirst
field, a space, and
the
ClientLast
field.
d.
In the second line of the prototype label, add the
Address
field.
e.
In the third line of the prototype label, add the
City
field, a comma, a
space, the
State
field, a space, and the
Zip
field. Confirm the prototype
label matches Figure 2 below.
f.
Sort the report by the
City
field and then by the
ClientLast
field.
g.
Use
rptClientMailingLabels
as the report title.
Figure 2: Prototype Label
While creating the custom report in Steps 10–16, refer to Figure 3 on the following page
(which shows the first page of the
rptBillingByTrainer
report) and Figure 4 on page 5
(which shows the second page of the
rptBillingByTrainer
report).
Figure 3: rptBillingByTrainer Report
Figure 4: Second Page of the rptBillingByTrainer Report
10.
Create a blank report, and then set the report’s record source to the
qryBilling
query. Save the report as
rptBillingByTrainer
without closing the report.
11.
In Layout View, make the following changes to the
rptBillingByTrainer
report:
a.
Add all the fields from the
qryBilling
query to the report in the following
order:
TrainerID
,
First
,
Last
,
ClientID
,
ClientFirst
,
ClientLast
,
Sessions
,
Amount
.
b.
Remove all the labels and controls from the control layout.
c.
Use the
TrainerID
field as a grouping field, and set the Keep Together
property so that the whole group is together on one page.
d.
Add a subtotal for each trainer and a grand total for all trainers using the
Amount
field and the SUM function. (
Hint
: Remember to check the
Show
subtotal in group
footer option so that the subtotals are visible in the
report.)
e.
Delete the TrainerID control and label from the report.
f.
Use the
Last
field as a sort field in
ascending
order.
Save the report.
12.
View the
rptBillingByTrainer
report in Design View, and then complete the
following steps:
a.
Select all controls and labels in the report and, as a group, move the
controls until the left edge of the First text box control (in the Details
section) touches the left edge of the report.
b.
Drag the right edge of the report to approximately the
7.5"
mark on the
horizontal ruler.
13.
With the
rptBillingByTrainer
report still open in Design View, make the following
updates:
a.
Move the
First
and
Last
text box controls into the
TrainerID
Header section,
as shown in Figure 5 below.
b.
Delete the
Trainer First
and
Trainer Last
labels in the Page Header section.
c.
Increase the size of the
TrainerID
header slightly, and then move the
First
and
Last
text box controls so that there is one set of grid lines above and
below the controls, as shown in Figure 5.
d.
Draw lines in the
TrainerID
Header section above and below the
First
and
Last
text boxes, as shown in Figure 5. The lines should begin at the left
edge of the report. The ends of the lines should align with the right edge of
the
Amount
label in the Page Header section.
Save the report without closing it.
Figure 5: Header Section of the rptBillingByTrainer Report
14.
With the
rptBillingByTrainer
report still open in Design View, make the following
updates:
a.
Move the subtotal control in the TrainerID Footer section down so that
there is one row of gridlines above the control. (
Hint
: This will resize the
TrainerID Footer section.)
b.
Move the grand total control in the Report Footer section down so that
there is one row of gridlines above the control. (
Hint
: This will resize the
Report Footer section.)
c.
Add a line above the subtotal control (in the TrainerID Footer section) and
above the grand total control (in the Report Footer section) in the
approximate location shown in Figure 6 below. The controls and the lines
all should have the same length.
d.
Add a label to the left of the subtotal control in the TrainerID Footer
section, so that the left edge of the label is located approximately at the
5"
mark. Change the label text to
Trainer Total
. (
Hint:
Do not type the
period.)
e.
Add a label to the left of the grand total control in the Report Footer
section, so that the left edge of the label is located approximately at the
5"
mark. Change the label text to
Grand Total
. (
Hint:
Do not type the
period.)
Figure 6: Footer Section of the rptBillingByTrainer Report
15.
With the
rptBillingByTrainer
report still open in Design View, make the following
updates:
a.
For all sections of the report, set the label and text box border style to
Transparent
.
b.
Remove the alternate back color from all sections of the report.
Save the report without closing it
16.
With the
rptBillingByTrainer
report still open in Design View, make the following
updates:
a.
Add the title
Billing By Trainer
to the Report Header section, and then
remove the control layout from the title. Move the title label so that the
left edge of the control is approximately 0.25” from the left edge of the
report.
b.
Center-align
the report title.
c.
Add the date to the Report Header section, using the format
3/21/2019
.
Do
not
include the time. Move the control so that the right edge of the
date text box aligns with the right edge of the Amount label in the Page
Header section.
d.
Add the page number with the format
Page N of M
to the Page Footer
section. Do
not
change the default Center alignment, and do
not
uncheck
the check box associated with showing page numbers on the first page.
e.
Align the right side of the page number text box with the right side of the
Amount label in the Page Header section.
Save the report, preview both pages of the report in Print Preview, and then
close the report.
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.
