Access 365 - Intermediate

Duration
4 Hours, 16 Minutes

 

Delivery Method
Self-Paced

UT Pro from New Horizons

This class is part of a 12‑month UT Pro Subscription

Course Overview

This course is designed to teach students intermediate level skills in Microsoft Access 365. In this course, students will learn to design tables for improved accuracy in data entry, review the various options to share data with other applications, learn about action queries, and review various advanced query techniques. Students will also learn how to automate processes with Macros, advanced form techniques, and advanced report techniques. This course prepares students for the Access 365 Advanced course.

Course Objectives

Designing Tables for Better Data Entry, Sharing Data with Other Applications, Working with Action Queries, Advanced Query Techniques, Automating Processes with Macros, Advanced Form Techniques, Advanced Report Techniques

Course Prerequisites

The recommended pre-requisite for this course is Access 365 Beginner or equivalent experience.

Agenda

1 - Introduction

  • Introduction

2 - Designing Tables for Better Data Entry

  • Reviewing Table Design Principles
  • Setting Field Size, Formats and Captions
  • Setting Default Values and Required Fields
  • Restricting Data Entry: Validation Rules
  • Restricting Data Entry: Input Masks

3 - Sharing Data with Other Applications

  • Exporting Tables and Queries to Excel
  • Exporting Data to a SharePoint List
  • Importing Data from Excel
  • Importing Data from a SharePoint List
  • Linking External Data Sources
  • Using Word Merge

4 - Working with Action Queries

  • What are Action Queries?
  • Creating an Update Query
  • Creating an Append Query
  • Creating a Delete Query
  • Creating a Make Table Query
  • Changing the Auto Number Field

5 - Advanced Query Techniques

  • Modifying Query Joins
  • Using Self Joins to Combine Data
  • Creating Find Unmatched and Find Duplicate Queries
  • Creating Parameter Queries
  • Creating a Top X Query
  • Reviewing Calculated Query Fields
  • Summarizing Query Data with Totals
  • Creating Crosstab Queries

6 - Automating Processes with Macros

  • Understanding Macro Basics
  • Creating Macros to Open Forms by Record
  • Validating Data Entry with Macros
  • Creating a Macro to Automate Data Entry
  • Advanced Data Entry Using Macros and DLOOKUP

7 - Advanced Form Techniques

  • Conditional Formatting
  • Working with the New Label Name Property
  • Organizing Form Fields with Tab Controls
  • Creating an Option Group Control
  • Creating a Combo Box Control
  • Configuring a Combo Box Control to Show Search Results
  • Using a Subform to Show Data From a Related Table

8 - Advanced Report Techniques

  • Inserting a Chart on a Report
  • Showing Data in Columns
  • Inserting a Subreport
  • Configuring Reports with Parameter Queries
  • Sending Reports

9 - Conclusion

  • Course Recap

What is UT Pro?

UT Pro is a 12-month subscription that provides unlimited access to full-day or short-duration live classes, on-demand video courses, class recordings, and quick reference cards. New Horizons offers more learning solutions for Microsoft Office than any other training provider and they are all included in your UT Pro subscription.

  • Unlimited enrollments into over 90 full-day and short-duration live training classes
  • Over 750 hours of on-demand video based content
  • A full library of digital quick reference cards for your favorite Office applications
  • Access to class recordings so you never have to worry about missing a scheduled class

Benefits of a UT Pro Subscription

Our UT Pro subscription is built to fit in and around your schedule. It will change the way you think about training.

  • Ask questions and get immediate answers during our full-day and short-duration live classes
  • Learn how to perform specific tasks instead of wasting time learning things you already know
  • Collaborate with fellow students and gain insight into new ways to solve problems
  • View on-demand courses with instructors that never leave your screen
  • Utilize course assessments to validate new skills
  • Take full day training classes on your schedule by accessing our class recordings
  • Revisit a prior class to further enhance your skills

Need more information? Click here to learn more about UT Pro.