In this course, students learn techniques that will enhance skills for gathering, organizing, and reporting vital business information and demonstrate the power of Access as a financial data management and analysis tool.
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A working familiarity with standard Microsoft Office applications (such as Outlook, Word and Excel), as well as a general awareness of Web navigation tools, such as Microsoft Internet Explorer.
A basic understanding of relational databases.
An understanding of Access tables, queries, forms and reports and a base knowledge of how they are used within an Access database.
Experience creating Access macros and using them in forms.
Lesson 1: Starting with a Firm Relational Foundation
- Export Vide Importance of using Relationships and Referential Integrity
- Data Coming from Excel into Access
- Exercise: Importing Excel Data into Existing Tables
- Best Practices for Creating Tables and Utilizing Outside Data
Lesson 2: Using Queries to Work with Financial Information
- Looking at Queries Available for Working with Financial Data
- Exercise 1: Creating Select and Totals Queries
- Exercise 2: Working with Crosstab Queries
- Retrieving Only the Information You Want
- Exercise 3: Adding Criteria to Queries
- Best Practices for Using Queries to Their Full Potentials
Lesson 3: Generating Flexible Reports for Management Use
- Creating Financial Reports Using Access
- Exercise 1: Creating and Enhancing an Access Report
- Using Access PivotTables and PivotCharts
- Exercise 2: Displaying Data Using a PivotTable View
- Exercise 3: Displaying Data Using a PivotChart View
- Best Practices for Reporting Financial Information
Lesson 4: Introduction to Microsoft Visual Basic for Applications
- Getting Started with Visual Basic for Applications by Using the Command Button Wizard
- Exercise 1: Gaining Experience with Visual Basic for Applications Procedures
- Exercise 2: Creating Event Routines Without Using Command Button Wizard
- Best Practices for Using Visual Basic for Applications Code in Databases
Lesson 5: Automating Excel from Access Using VBA
- Automating Microsoft Excel from Access
- Exercise 1: Analyzing Information with Excel Using a Menu Command
- Exercise 2: Creating Visual Basic for Applications Code that Creates an Excel Worksheet
- Exercise 3: Loading a Recordset into Excel from Access
- Best Practices for Avoiding the Pitfalls of Automation