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How Auditors and Accountants Can Use Access

Date(s): Mar 06, 2017 - Mar 07, 2017
Time: 8:30AM - 5:00PM
Registration Fee: $299.00
Cancellation Date: Feb 27, 2017
Location: SAO COMPUTER TRAINING ROOM
City: Austin
Parking Info:

Parking for SAO, Professional Development courses is in Garage B (1511 San Jacinto Blvd.). The Garage signage may read 1511 San Jacinto or Garage B. The elevator in Garage B is not reliable. If you are unable to walk the stairs, please contact the professionaldevelopment@sao.texas.gov for alternate parking arrangements. Handicapped parking is free at the meters around the downtown area.

A course coordinator will Email you a parking permit prior to the course start date. A permit must be displayed or you will be ticketed.


Course Description

Microsoft Access is powerful software that will allow you to analyze large amounts of data.  This class begins with an overview of how to build tables in a database.  Understanding data types and relationships is beneficial in learning to write queries. The majority of the time spent in the class is used to learn to write basic to advanced queries.  Creating basic forms and reports will also be covered in this class.


Potential CPE Credits: 16.0
Govt Hours: This class meets 16.0 hours of the 24-hour requirement for governmental CPE under Government Auditing Standards (yellow book), in most cases.
Technical Hours: This class meets 16.0 CPE credits of technical training in compliance with Texas Admin. Code Rule 523.102.

Instruction Type: Live
Experience Level: INTERMEDIATE
Category: Auditing

Course Objectives

Upon completion of this course, participants will be able to:

Create tables and understand database relationship. Participants will also be able to write select queries, actions queries and other advanced queries such as union queries.  In addition, the participant will learn how to build a form and a report.

 

LESSON 1:      INTRODUCTION TO RELATIONAL DATABASES

·         What Is A Relational Database

·         Overview of Access Object

o   Tables

o   Queries

o   Forms

o   Repots

·         Understanding Database Design

·         How to Create a simple Access Database

·         Datasheet vs. Design Views

·         Understanding Data Types and  Field Properties

·         Using Primary Key

·         Relationships and Referential Integrity

·         Types of relationships

·         How to Create Relationships

·         Create a List using the Lookup Wizard

LESSON 2:     Data Basics

·         Navigating Records and Fields

·         Entering Data

·         Adding new a new record

·         Saving Data

·         Finding Data

·         Using Wildcard Characters

·         Undo Changes

·         Filtering Records

·         Sorting Records

·         Moving Or Copying Data

·         Copying Values

LESSON 3:      QUERIES

·         Creating a Basic Query

·         Writing Select Query

·         Create a Select Query in Design View

·         The Parts of the Design Grid

·         Removing Fields from a Query

·         Viewing Query Results

·         Saving a Query

·         Copying a Query

·         Using Operators such as Comparison Operators

·         Using  Wildcard Operators

·         Working with the AND and OR Conditions

·         Performing Basic Calculations in a Query

·         Working with Variables Using Parameter Queries

·         Working with Dates in Queries

·         Using Variables in Calculations

·         Calculating Summaries of Groups of Records

·         Creating Action Queries

·         Backup Your Tables

·         Write Update Queries

·         Write Append Queries

·         Use Make Table Queries

·         Create Delete Query

LESSON 4:      ADVANCED QUERIES

·         Basic Introduction to SQL

·         Creating Union Queries

·         Creating Crosstab Queries

·         Learn How to Find Duplicates

·         Deleting Duplicate Records

·         Working with Random Samples

LESSON 5:      IMPORT AND EXPORT

·         Importing From another Access Databases

·         Importing a Text File

·         Learn How To Import A Text File              

·         Exporting from Access

·         Export to an Excel file

·         Export to Text Files or ASCII

LESSON 6:      FORMS & REPORTS

·         Create Basic Forms

·         Create Basic Reports


Instructors

Darla Cloud

Darla Cloud has been teaching computer classes for over 27 years. She has earned the various Microsoft Office certifications acknowledging her expertise in Microsoft products. Darla is also a Certified Public Accountant and a Certified Technical Trainer. In addition to Darla’s years of teaching, she has over seven years of accounting experience. Darla’s accounting experience and love of teaching help make her an excellent trainer. She has spent years learning tips, tricks and shortcuts that she will pass on during her classes.


Additional Information

If you are making travel plans to come to Austin, we recommend making "refundable" air and hotel reservations or waiting until 14 days before the class to actually book your reservations. Courses are occasionally canceled or rescheduled due to low enrollment. We determine whether a course has enough participants 16 days prior to the course date. If we cancel or reschedule, we will email the participant and his or her billing contact no later than 14 days before the original class date.

The course coordinator will contact you with parking information. Handicapped parking is free at the meters around the downtown area.

Vending machines with Coca-Cola products and various snack items are available. There is also a refrigerator and microwave in our coffee bar area. Feel free to bring in your own drinks and food if you prefer.

You might want to bring a light sweater or jacket, as room temperatures vary.

To see answers to our Frequently Asked Questions, visit http://www.sao.texas.gov/training/faq.html.