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MS Access - Working with Forms and Reports

Database management System 

Working with Forms and Reports

FORMS

Form is a printed or typed document with blank spaces for insertion of the required information. Access provides Forms, which prompt the user to provide information that can be fed into a database. Forms allow to add or to update one record at a time in a table. Creating forms for database can make entering data much more convenient as compared to datasheet view. The forms can be designed according to the requirements. If we change a record in a form, it will be reflected in the table as well. Data can be inserted, updated, and deleted in your database using a Form object.

Access provides three main views in which a form is displayed

FORM VIEW This view is used to enter or edit the data.

DESIGN VIEW This view is used to adjust the design of the form. It gives a more detailed view of the structure of the form, like Header, Detail, and Footer sections.

LAYOUT VIEW This view is used to change the appearance of a form

CREATING FORM USING FORM WIZARD

The Form Wizard is an in-built feature of Microsoft Access. It makes the form creation easy and fast.

Steps to create form using Form Wizard

To create a Form through Form Wizard, follow the steps given below:

·         Select any table from the Navigation pane (say student)

·         Click on the Create tab on the Ribbon.

·         Click on the Form Wizard option in the Forms group.

·         The Form Wizard dialog box appears on the screen.

·         Select the table or query on which the form is to be created from the Tables/Queries drop-down box

·         Select the fields from the Available Fields category which is to be used for the form. Transfer all the fields or selected fields from the Available Fields box to the Selected Fields box by clicking on the corresponding buttons. Then Click on the Next button.

·         Now choose a layout for the form. There are four options available for setting the layout of the form

o   Columnar

o   Tabular

o   Datasheet

o   Justified

By default, the columnar layout is selected. As Soon as we select any option, the preview of it appears on the left side. Click on the Next button.

        

 

        

·         In the next step, give a desired title to your form and select the option Open the form to View or enter information.

 ·         Click on the Finish button.

·         New Form will be appeared in the access workspace.

 

 

Options to enter or remove data from forms

 

When we create a form, it opens in the Form View. This view comprises the Record Navigation toolbar that normally appears at the bottom of the Form View window which enables to navigate the records, add a new record and search for the records.

 Record Navigation Toolbar

 Adding a New Record

To add a new record, follow the given steps:

·         Click on the New Record button   on the Record Navigation toolbar

·         Enter the respective information in the blank fields.

·         Click on Save button on the Quick Access Toolbar.

 

Removing a Record

To remove data from a form, follow the given steps:

·         Using the navigation buttons move to the record you want to delete.

·         Select the Home tab and click on the drop-down arrow of the Delete button in the Records group.

·         To delete the record, select the Delete Record option and the record will be deleted.

 

MODIFYING FORMS

Modifying Forms means to change the appearance of a form and its fields or the behaviour of controls (fields).

To modify a form, follow the steps:

·         Choose Forms in All Access Objects List pane.

·         Now right click on the created form and select Design View.

·         The form will open in the Design View.

 In the Design View, we can see different controls on the form, such as labels, text boxes, buttons, and so on. These controls are used to create an interactive form. They help to display data, perform actions, and let you view and work with the records.

Every form control has a set of properties, such as name, length, height, width, font, colour, border colour, etc. The properties of a form can be customized through the Property Sheet dialog box. To change the parameters of the control as per our requirement, double-click on it.

 Changing Properties of a Labels

A label displays the name of a field in the form. To change the properties of the label, follow the given steps:

·         Select the label by clicking on it.

·         Open Property Sheet by clicking on the Property Sheet option in the Tools group of the Design tab.

·         In the Property Sheet, edit the Caption property by adding a new value.

  

Changing Background Colour of a Form

To change the background of the Form, follow the given steps

·         Open the form from the list of objects available in the All Access Objects List pane

·         Click on the Form area to select it.

·         Open the Property Sheet by clicking on the Property Sheet option in the Tools group of the Design tab.

·         In the Form Property Sheet, click on the Back Color property Select the desired colour from the drop-down list

·         The background colour of the form will be changed.

 

Note: To open the property list, press Alt + Enter Key

 

REPORTS

A report is a summary of the database. It is an effective way to organize and summarize the data for viewing and printing. It consists of the information obtained from tables or queries as per the user's requirements.

Advantages:

1.      Reports are useful where we need to share the information from the database with someone but do not want that person to actually work with the database.

2.      Reports also provide the facility to group and sort the items, thus making it much more readable.

 

REPORT SECTIONS

In Access, a report is divided into the following sections.

Report Header: It appears at the top of each page in a report. It contains the information like logo, title or date.

Page Header: Page header contains the information that is to be displayed at the top of the report.

Detail: It is the place where we use the controls that make up the main body of the report. It displays the records and appears between page header and page footer

Page Footer: This section is printed at the end of every page. It is used to print the page number or total number of pages.

Report Footer: Report footer prints report totals or the other information for the entire report. It appears on the last page of the report and displays the summary of the entire report.

 

CREATING A REPORT USING WIZARD

A report can be created like a form.

 

Steps to create the report using Report Wizard

·         Click on the Create tab and select the Report Wizard button in the Reports group.

·         The Report Wizard window appears

·         Select the table of your choice from the Table/Queries drop-down list.

 

·         Select the table or query on which the form is to be created from the Tables/Queries drop-down box

·         Select the fields from the Available Fields category which is to be used for the form. Transfer all the fields or selected fields from the Available Fields box to the Selected Fields box by clicking on the corresponding buttons. Then Click on the Next button.

 

·         The Report Wizard displays the next screen to add any grouping level in the report. Click on the Next button.

·         Now select the field by which you want to sort the record (say first_name) and select the sorting order by clicking on the box. Then Click on the Next Button.

·          Choose a layout for the report from the displayed options in the Layout section. Select the Orientation-Portrait or Landscape as per your requirement. Now, click on the Next button.

 

·         Now, Type a suitable name or title for your report

·         Click on the Finish button. Access displays the preview of the report.

 

EDITING A REPORT

To edit the created report, open it in the Design View. To open the report in the Design View, follow the given steps:

·         Select the report in the Navigation pane

·         Click on the View button in the Home tab and select the Design View option from the drop down list. Or Right click on the report in the Navigation pane and select the Design View option from the Context menu.

The report will open in the Design View where we can make the required changes


:05/02/2021