Course Information
How Auditors Can Use Access to Combine, Link and Query Data (OFFERED VIRTUALLY)
Course Description
THIS CLASS WILL BE OFFERED VIRTUALLY
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.
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.
INTRODUCTION TO RELATIONAL DATABASES
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Relational Databases vs Flat Databases
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Overview of Access Objects – Tables, Queries, Forms & Reports
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Understanding Data Types
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Understanding Table Design
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Working with Table Relationships
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Working with Field Properties
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Use the Lookup Wizard
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Navigating Datasheet and Design View
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Adding, Deleting and Rearranging Fields in a Table
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Working with a Primary Key
IMPORTING AND LINKING TO OTHER SOURCES
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Importing from other Access Databases
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Importing from Excel files or CSV files
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Importing vs Linking
DATABASE BASICS
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Entering and Saving Data
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Finding Data
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Undo Changes
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Sort & Filter Records
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Move & Copy Data
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Navigating and keystroke shortcuts
QUERIES
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Create and Save a Select Query
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Navigate the Query Views
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Work with the Parts of the Design Grid
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Using Comparison and Wildcard Operators
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Working with AND and OR Conditions
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Performing Calculations in Query
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Using Expression Builder
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Working with Parameter Queries
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Creating Action Queries
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Appending Data
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Introduction to SQL
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Working with Crosstab Queries
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Create Union Queries
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Find Duplicates
REPORTS & FORMS
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Creating & Modifying Basic Reports
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Creating & Modifying Basic Forms
Instructors
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.