Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

Microsoft Office 2013: In Practice

Chapter 4

Creating and Using Forms and Reports

Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill/Irwin

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-2

Student Learning Outcomes

• Creating a Simple Form from a Table4.1

• Creating and Customizing a Form in Layout View4.2

• Facilitating Data Input with a Form4.3

• Creating a Simple Report4.4

• Creating and Customizing a Report in Layout View4.5

• Grouping, Sorting, and Totals4.6

• Using Conditional Formatting in Reports4.7

• Printing Reports4.8

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-3

Case Studies

Several case studies are used throughout the chapter!

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-4

Creating a Simple Form from a Table

SLO 4.1

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-5

Form

Provides an easy to use interface to add, view, update, and delete data in a database

Choose type Bound Unbound

Create using buttons on the Create tab in the Forms group

Use the Wizard to

easily create a

form!

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-6

Create a Simple Form

Form Wizard

Form Button

Split Form

Button

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-7

Forms

Save

Open

Delete

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-8

Creating and Customizing a Form in Layout ViewSLO 4.2

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-9

Blank Form Button

Add controlsChoose a control layoutAdd fields to a control layoutDelete fields from a control layoutCustomize a form in Layout view

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-10

Facilitating Data Input with a Form

SLO 4.3

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-11

Forms

Restrict a Form to Data Entry

Limit Edits and Deletions on a Form

Add a Command Button

Test a Form

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-12

Command Button Wizard

Insert the button control on the form

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-13

Creating a Simple Report

SLO 4.4

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-14

Reports

Use Report Wizard

View or Modify a Report

Save a Report

Open a Saved Report

Delete a Report

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-15

Creating and Customizing a Report in Layout View

SLO 4.5

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-16

Blank Report Button

Choose a report control layout

Add and delete fields to a control layout

Customize a report in Layout view

Add a title, date, or page number to a report

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-17

Grouping, Sorting, and Totals

SLO 4.6

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-18

Sorting and Grouping

Sort based on one or multiple fields

Add a sort to a reportGroup on one or multiple

fields Add a group to a report

Total and perform calculations on data

Add totals to a report

Report Layout Tools Design tab, Grouping & Totals group

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-19

Using Conditional Formatting in Reports

SLO 4.7

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-20

Conditional Formatting

Rules Defined in the New

Formatting Rule dialog box Rules display in the

Conditional Formatting Rules Manager dialog box

Add conditional formatting to a report

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-21

Printing Reports

SLO 4.8

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-22

Reports

Preview a ReportPrint a Report

Mic

rosoft

Offi

ce 2

013:

In P

racti

ce

4-23

Chapter Summary

SLO Summary

4.1 Create a simple form using quick creative options; save, modify, and delete a form.

4.2 Create a blank form, understand controls and control layouts, and customize a form in Layout view.

4.3 Restrict a form to data entry, limit user edits and deletes on a form, add command buttons, and test a form.

4.4 Create a simple report with the Report Wizard; save, modify, and delete a report.

4.5 Create a blank report, understand controls and control layouts, customize a report in Layout view, and add a title, a date, and page numbers to a report.

4.6 Enhance a report by adding, grouping, sorting, and totals to a report in Layout view.

4.7 Integrate conditional formatting into a report.

4.8 Preview, modify print settings, and print a report.