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Integrated Business ProjectsPart 3 Operations

Project 18 Managing Information

Requests

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2

Project 18 Objectives

• Create macros to automate tasks• Group records in a report• Define fields with data types of memo

and attachment• Publish reports as Web pages

Continued

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3

Objectives (continued)

• Modify forms with subforms• Create multitable queries and reports• Merge a letter with multiple tables• Customize and protect a database• Create a safety presentation

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4

Project 18 Jobs

• Job 18-1: Record Customer Vacation Requests

• Job 18-2: Respond to Customer Requests

• Job 18-3: Customize and Protect Database

• Job 18-4: Create Safety Presentation

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5

Job 18-1: Record Customer Vacation Requests

• Creating a calculated control on a form• Inserting images and captions• Creating a macro• Creating a lookup field to look up

values in another table• Creating a multi-field primary key• Editing relationships between tables

Jobs List

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6

Insert Image, Label, and Text Box Controls

Form Design Tools/Design/Controls/ Image/Label/Text Box

1. Form Design Tools/Design tab

2. Controls group3. Text box button

3. Label button 3. Image button

Jobs List

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7

Create Macro

Access 2010• Click the Create

tab.• In the Macros &

Code group, click Macro.

Access 2007• Click the Create

tab.• In the Other

group, select

Macro and then click Macro.

Jobs List

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8

Run Macro

Database Tools/Macro/Run Macro

1. Database Tools tab

2. Macro group3. Run Macro button

Jobs List

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9

Job 18-2: Respond to Customer Requests

• Creating an attachment field• Formatting and saving history in a

memo field• Using the Find feature to search a

memo field• Importing from Excel• Creating reports using the Report

Wizard

Jobs List

Continued

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10

Job 18-2: continued

• Modifying reports in Layout View and Design View

• Creating a multitable query• Creating a grouped report based on a

query• Exporting to HTML format• Attaching reports to customer records• Creating a parameter query

Jobs List

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11

Change Field Properties

Form Design Tools/Design/Tools/ Property Sheet

1. Form Design Tools/Design tab

2. Tools Group3. Property Sheet button

Jobs List

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12

Create New Report

Create/Reports/Report Wizard1. Create tab

2. Reports group3. Report Wizard button

Jobs List

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13

Add Report Title

Access 2010• Click the Report

Layout Tools/ Design tab.

• In the Header/ Footer group, click the

Title button.

Access 2007• Click the Report

Layout Tools/ Format tab.

• In the Controls group, click the Title button.

Jobs List

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14

Adjust Line Spacing

Word 2010• Click the Home

tab.• In the Paragraph

group, select Line and Paragraph

Spacing and then select Line

Spacing Options.

Word 2007• Click the Home

tab.• In the Paragraph

group, select Line Spacing and then select Line Spacing Options.

Jobs List

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15

Word – Mail Merge

Mailings/Start Mail Merge/Start Mail Merge/Letters

1. Mailings tab

2. Start Mail Merge group

3. Start Mail Merge button

4. Letters

Jobs List

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16

Mail Merge – Select Recipients

Mailings/Start Mail Merge/Select Recipients

1. Mailings tab

2. Start Mail Merge group

3. Select Recipients button

Jobs List

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17

Mail Merge – Merge Fields

Mailings/Write & Insert Fields

1. Mailings tab

2. Write & Insert Fields group

Jobs List

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18

Export to HTML

External Data/Export/More/HTML Document

1. External Data tab

2. Export group3. More button

Jobs List

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19

Job 18-3: Customize and Protect Database

• Customizing the Navigation Pane• Compacting, repairing, and backing up

a database• Encrypting the database with a

password

Jobs List

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20

Customize Navigation Pane

• Right-click the All Access Objects menu at the top of the Navigation Pane.

• Select Navigation Options.

Jobs List

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21

Encrypt Database with Password

Access 2010• Click the File

tab and click Info.

• Select Encrypt with Password.

Access 2007• Click the

Database Tools tab.

• In the Database Tools group, select Encrypt with Password.

Jobs List

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22

Job 18-4: Create Safety Presentation

• Creating presentations using design templates

• Applying an animation scheme• Applying transition effects• Changing the layout of individual

slides• Print handouts• Publishing a presentation online

Jobs List

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23

Writing Slide Content

• Bulleted lists on slides should be brief and concise.

• They are ideal for introducing a thought.

• More detailed information can be entered as notes for each slide.

Jobs List

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24

PowerPoint – Header & Footer

Insert/Text/Header & Footer

1. Insert tab

2. Text group

3. Header & Footer button

Jobs List

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25

Save Presentation for Online Viewing

PowerPoint 2010• Click the File tab,

click Share, and then click Broadcast Slide Show.

• Click Start Broadcast.• Enter the information

requested.• Click Start Slide

Show.

PowerPoint 2007• Click the Office

Button and click Save As.

• From the Save as box, Select Web Page.

• Enter a page title if desired, and click Publish.

Jobs List

END SHOW