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How Auditors Can Use Access to Combine, Link and Query Data (OFFERED VIRTUALLY)

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Date(s): Jun 08, 2020 - Jun 09, 2020
Time: 8:15AM - 4:30PM
Registration Fee: $299.00
Cancellation Date: Apr 07, 2020
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Course Description



This class is designed for participants who wants to expand their knowledge of Access. In this class we will learn about relational databases. We will look at how to create and relate tables and build queries that will help you analyze your data. We will learn how to import or link data from Excel, CSV files or other data sources. And will we look at basic forms and report design. The focus of this class is more on how to query the data verses how to build an extensive database. You will learn how to build a simple database to help you understand the structure and relationships of tables. This will help you write better queries and reports.

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: 02 Auditing

Course Objectives

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

Navigate all the Access views and understand table relationships. The participant will be able to write queries with AND and OR conditions and use relational operators. The participant will also learn how to work with variables in a query and build more advanced queries like a UNION query. Finally, the participant will be able to create a basic form or report.




  • Relational Databases vs Flat Databases
  • Overview of Access Objects – Tables, Queries, Forms & Reports
  • Understanding Data Types
  • Understanding Table Design
  • Working with Table Relationships
  • Working with Field Properties
  • Use the Lookup Wizard
  • Navigating Datasheet and Design View
  • Adding, Deleting and Rearranging Fields in a Table
  • Working with a Primary Key




  • Importing from other Access Databases
  • Importing from Excel files or CSV files
  • Importing vs Linking




  • Entering and Saving Data
  • Finding Data
  • Undo Changes
  • Sort & Filter Records
  • Move & Copy Data
  • Navigating and keystroke shortcuts




  • Create and Save a Select Query
  • Navigate the Query Views
  • Work with the Parts of the Design Grid
  • Using Comparison and Wildcard Operators
  • Working with AND and OR Conditions
  • Performing Calculations in Query
  • Using Expression Builder
  • Working with Parameter Queries
  • Creating Action Queries
  • Appending Data
  • Introduction to SQL
  • Working with Crosstab Queries
  • Create Union Queries
  • Find Duplicates




  • Creating & Modifying Basic Reports
  • Creating & Modifying Basic Forms



PREREQUISITE: The student should have basic computer knowledge.

Participants will need an internet connection, microphone, computer and speakers to participate.


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

TAC Rule 523.142(g) requires the CPE Sponsor to monitor individual attendance and assign the correct number of CPE credits. Participants will be asked to document their time of arrival and departure in compliance with this Rule. Additionally, attendance will be monitored throughout the day and CPE certificates will reflect actual attendance of each participant.

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