Introduction to Access 2003 CSC 240 Blum 1

Introduction to Access 2003 CSC 240 (Blum) 1

Click on the Access desktop icon or go to Start/Programs/Microsoft Office Access 2003 Click on Create a new file … CSC 240 (Blum) 2

Click on Blank database … CSC 240 (Blum) 3

In the File New Database dialog box, use the Save in drop down box to select a location and the File name textbox to name your database and Click the Create button CSC 240 (Blum) 4

Double click on Create table in Design view CSC 240 (Blum) 5

Start entering fields for a Customer table. Start with a Customer. ID which will serve as a primary key. CSC 240 (Blum) 6

Data Types Help CSC 240 (Blum) 7

Data Types Help (Cont. ) CSC 240 (Blum) 8

Some Choices • We have to select a Data Type for this field. • We will select Text. • Another possibility is Auto. Number – this choice guarantees uniqueness and is generated automatically, but it is also out of one’s control and can lead to problems/confusions. CSC 240 (Blum) 9

Click in the Data Type textbox and use the drop-down list to select the type. Then enter a description. CSC 240 (Blum) 10

Right click in the gray area at the beginning of the row and select Primary key from the context menu. CSC 240 (Blum) 11

Next change the Field Size to 7 and the Required to Yes and Allow Zero Length to No CSC 240 (Blum) 12

Enter other customer fields as shown CSC 240 (Blum) 13

To require or not to require • One would certainly not require Customer. Street. Address 2, but one might consider setting the Require property of the other fields to Yes. • Requiring a field can help ensure that the data is complete, but it can lead to some very unforgiving data entry scenarios. CSC 240 (Blum) 14

When adding a field for the customer’s phone number, we might want to use an Input Mask. Click in the Input Mask textbox and click the ellipsis (…) button that appears. You will be prompted to save the table. CSC 240 (Blum) 15

Enter a name for the table and click OK. CSC 240 (Blum) 16

Select the Phone Number choice from the Input Mask list of the Input Mask Wizard and click the Next button. CSC 240 (Blum) 17

The parentheses, space and hyphen appear automatically, the 9’s means that the area code is optional, the zero mean the rest of the numbers are required. CSC 240 (Blum) 18

Message I got because I did not supply all of the required numbers when entering an example in the Try it box. CSC 240 (Blum) 19

Decide how number will be stored. CSC 240 (Blum) 20

Finished mask from Wizard. CSC 240 (Blum) 21

Oops forgot the zipcode! Place the cursor in the Phone. Number row and go to Insert on the menu and choose Rows. CSC 240 (Blum) 22

Go through Input Mask Wizard to obtain Input Mask for a zipcode. CSC 240 (Blum) 23

Add a Customer. Email field and click Save CSC 240 (Blum) 24

If we wanted to start entering Customer data, we would go over to Datasheet view found under the View button. CSC 240 (Blum) 25

Datasheet view of Customer table CSC 240 (Blum) 26

Instead start designing an Order table, the first field is an Order. ID which will serve as a primary key for the table. CSC 240 (Blum) 27

Foreign keys • Next we establish the relationship “customer places order. ” – This is a “one-to-many” relationship. One customer may place many orders, but an order is placed by just one customer. • This is done by making the next field on the Order table the ID of the Customer who has made the order. • In the Customer table, Customer. ID is a primary key, but here in the Order table it is known as a foreign key. CSC 240 (Blum) 28

Use the drop-down box in the Data Type area to select the Lookup Wizard. CSC 240 (Blum) 29

One can use the second option to provide a set of acceptable values for a field, but in this case we want to get values from the Customer table. CSC 240 (Blum) 30

Later on we can look up the results of queries but at this time we only have tables. CSC 240 (Blum) 31

Use the arrow button to send over the Customer. ID as well as Customer. Last. Name and Customer. First. Name CSC 240 (Blum) 32

While the data entry person is looking up a Customer. ID, they will be looking at customer names, so let us put them in alphabetic order. Use the drop-down boxes to choose the appropriate fields. CSC 240 (Blum) 33

Note the Hide key column checkbox, the data entry person will see the customer name (and not the key) although they are looking up the key. CSC 240 (Blum) 34

Select a label for column in Order table. Click Finish. CSC 240 (Blum) 35

Using a Lookup is establishing a relationship and that the table involved in that relationship has to be saved before the relationship can be established. Click Yes. CSC 240 (Blum) 36

Add Order. Shipping. Cost and Order. Total. Cost fields. They should be of the Currency type. CSC 240 (Blum) 37

Calculated Fields? • • It may be that the Order. Shipping. Cost or the Order. Total. Cost can be calculated from other information stored about the order. And you might read somewhere that you should not store “calculated fields. ” But there at least two reasons not to follow that advice here. 1. Sheer convenience. These are important quantities that one wants to view readily without looking up all of the information required for the calculation. 2. The calculation might change but the customer pays based on the calculation made at the time of the order. CSC 240 (Blum) 38

Add Order. Payment. Method field (could make should list of possibilities using Lookup Wizard) and Order. Shipped field which will be of a Yes/No (Boolean) type. CSC 240 (Blum) 39

Shipping Address • One could add fields for the shipping address and a yes/no field asking whether the shipping and customer addresses are the same. • But a customer may place many orders all with the same shipping address which is different from the customer’s address. If the shipping address is in the Order table, the same address may have to be entered over and over. • This is known as data redundancy and database design tries to minimize it. • For now we will pretend the customer address and shipping address are the same until we are ready to address this issue. CSC 240 (Blum) 40

Add fields for when the order was placed and when it was shipped, these should be of the Date/Time type. CSC 240 (Blum) 41

Save the Order table and start designing an Item table. Note the Item. Description is of the Memo type. CSC 240 (Blum) 42

The Order. Line or Item. In. Order Table • An order may contain many different items, an item may be part of many different orders. Thus the order-item relationship is “many-to-many. ” • The many-to-many relationship is realized by having a separate table. (Our previous tables corresponded to entities. ) • If you had an order form, the data in this table would correspond to a single line on that form. Thus the table is often called the Order. Line or Item. Line table. If you want the table named after the relationship it is establishing, you might call it the Item. In. Order table. CSC 240 (Blum) 43

Start the new table, the first field in the table is a foreign key establishing the relationship to the Order table. CSC 240 (Blum) 44

Unlike the customer lookup where we show the customer name but look up the ID, with order we will use just the ID. To finish off the Lookup Wizard, our new table must be saved. We get a prompt here because we have not yet established a primary key for this table. Let us put this off, so click No here. CSC 240 (Blum) 45

The second field is the Item. ID, again use the Lookup Wizard – this time one can select both the ID and name fields. CSC 240 (Blum) 46

Multiple-field primary key help. CSC 240 (Blum) 47

How to select a multiple-field primary key CSC 240 (Blum) 48

Primary Key button CSC 240 (Blum) 49

Add Item. Price and Quantity. Ordered fields of Currency and Number types respectively. Because of sales, discounts, and changing prices, we place price in this table instead of in the Item table. CSC 240 (Blum) 50

We can get a picture of what we have accomplished so far by clicking on the Relationships button. CSC 240 (Blum) 51

Relationships CSC 240 (Blum) 52

Cementing relationships • The relationships between the tables came from using the Lookup Wizard. • In Data. Sheet view, the user will be presented with a drop-down list of choices from the related table. However, at this stage the data entry person is free to enter a result that is not found in the other table. • There is a way to insist that the foreign keys must match the primary keys of the related table. CSC 240 (Blum) 53

Right click on the line that represents the relationship and choose Edit Relationship. CSC 240 (Blum) 54

Check the Enforce Referential Integrity checkbox if you want to insist that the foreign key must match a corresponding primary key. Click OK. Then the data entry person will get errors if this is not the case. CSC 240 (Blum) 55

The relationship is now shown in bold. CSC 240 (Blum) 56