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[PDF] Microsoft Access free tutorial for Beginners
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For example:. The following video shows the Query Editor window in Excel appearing after editing a query from an Excel workbook. If prompted, in the From Table dialog box, you can click the Range Selection button to select a specific range to use as a data source.
If the range of data has column headers, you can check My table has headers. The range header cells are used to set the column names for the query.
Note: If your data range has been defined as a named range, or is in an Excel table, then Power Query will automatically sense the entire range and load it into the Query Editor for you. Plain data will automatically be converted to a table when it is loaded into the Query Editor. You can use the Query Editor to write formulas for Power Query.
You can also use the Query Editor to write formulas for Power Query. Note: While trying to import data from a legacy Excel file or an Access database in certain setups, you may encounter an error that the Microsoft Access Database Engine Microsoft. The error occurs on systems with only Office installed. To resolve this error, download the following resources to ensure that you can proceed with the data sources you are trying to access.
Microsoft Access Database Engine Redistributable. Access Database Engine Service Pack 1. In the Access Web dialog box, click a credentials option, and provide authentication values.
Power Query will analyze the web page, and load the Navigator pane in Table View. If you know which table you want to connect to, then click it from the list. For this example, we chose the Results table. Otherwise, you can switch to the Web View and pick the appropriate table manually. In this case, we’ve selected the Results table. Click Load , and Power Query will load the web data you selected into Excel. Windows : This is the default selection. In the next dialog box, select from Default or Custom , Windows , or Database connection options, enter your credentials, then press Connect.
In the Navigator pane, select the tables or queries that you want to connect to, then press Load or Edit. In the Browse dialog box, browse for or type a file URL to import or link to a file. Follow the steps in the Navigator dialog to connect to the table or query of your choice. After the connection succeeds, you will be able to use the Navigator pane to browse and preview the collections of items in the XML file in a tabular form.
Save Data Connection File and Finish. In the Select the database that contains the data you want pane, select a database, then click Next. To connect to a specific cube in the database, make sure that Connect to a specific cube or table is selected, and then select a cube from the list. In the Import Data dialog box, under Select how you want to view this data in your workbook , do one of the following:. To store the selected connection in the workbook for later use, click Only Create Connection.
This check box ensures that the connection is used by formulas that contain Cube functions that you create and that you don’t want to create a PivotTable report. To place the PivotTable report in an existing worksheet, select Existing worksheet , and then type the cell reference of the first cell in the range of cells where you want to locate the PivotTable report.
You can also click Collapse Dialog to temporarily hide the dialog box, select the beginning cell on the worksheet that you want to use, and then press Expand Dialog. To place the PivotTable report in a new worksheet starting at cell A1, click New worksheet. To verify or change connection properties, click Properties , make the necessary changes in the Connection Properties dialog box, and then click OK. You can either use Power Query or the Data Connection wizard. In the Access SharePoint dialog box that appears next, select a credentials option:.
In the Navigator dialog, select the Database and tables or queries you want to connect to, then press Load or Edit. In the Active Directory Domain dialog box for your domain, click Use my current credentials , or Use alternate credentials.
For Use alternate credentials authentication, enter your Username and Password. After the connection succeeds, you can use the Navigator pane to browse all the domains available within your Active Directory, and drill down into Active Directory information including Users, Accounts, and Computers.
See: Which version of Office am I using? If you aren’t signed in using the Microsoft Work or School account you use to access CDS for Apps, click Sign in and enter the account username and password. If the data is good to be imported as is, then select the Load option, otherwise choose the Edit option to open the Power Query Editor. Note: The Power Query Editor gives you multiple options to modify the data returned. For instance, you might want to import fewer columns than your source data contains.
Note: If you need to retrieve your storage access key, browse to the Microsoft Azure Portal , select your storage account, and then click on the Manage Access Key icon on the bottom of the page.
Click on the copy icon to the right of the primary key, and then paste the value in the Account Key box. Note: If you need to retrieve your key, return to the Microsoft Azure Portal , select your storage account, and click on the Manage Access Key icon on the bottom of the page.
Click on the copy icon to the right of the primary key and paste the value into the wizard. Click Load to load the selected table, or click Edit to perform additional data filters and transformations before loading it. The following sections provide steps for using Power Query to connect to your data sources – web pages, text files, databases, online services, and Excel files, tables, and ranges.
Make sure you have downloaded, installed, and activated the Power Query Add-In. For Use alternate credenitals authentication, enter your Username and Password. Power Query is not available in Excel However, you can still connect to external data sources.
Step 1: Create a connection with another workbook. Near the bottom of the Existing Connections dialog box, click Browse for More. In the Select Table dialog box, select a table worksheet , and click OK. You can rename a table by clicking on the Properties button. You can also add a description. Click Existing Connections , choose the table, and click Open. In the Import Data dialog box, choose where to put the data in your workbook and whether to view the data as a Table , PivotTable , or PivotChart.
In the Select Data Source dialog box, browse to the Access database. In the Select Table dialog box, select the tables or queries you want to use, and click OK. You can click Finish , or click Next to change details for the connection. In the Import Data dialog box, choose where to put the data in your workbook and whether to view the data as a table, PivotTable report, or PivotChart. Click the Properties button to set advanced properties for the connection, such as options for refreshing the connected data.
Optionally, you can add the data to the Data Model so that you can combine your data with other tables or data from other sources, create relationships between tables, and do much more than you can with a basic PivotTable report. Then, in the Import Text File dialog box, double-click the text file that you want to import, and the Text Import Wizard dialog will open. Original data type If items in the text file are separated by tabs, colons, semicolons, spaces, or other characters, select Delimited.
If all of the items in each column are the same length, select Fixed width. Start import at row Type or select a row number to specify the first row of the data that you want to import. File origin Select the character set that is used in the text file.
In most cases, you can leave this setting at its default. If you know that the text file was created by using a different character set than the character set that you are using on your computer, you should change this setting to match that character set.
For example, if your computer is set to use character set Cyrillic, Windows , but you know that the file was produced by using character set Western European, Windows , you should set File Origin to Preview of file This box displays the text as it will appear when it is separated into columns on the worksheet.
Delimiters Select the character that separates values in your text file. If the character is not listed, select the Other check box, and then type the character in the box that contains the cursor. These options are not available if your data type is Fixed width. Treat consecutive delimiters as one Select this check box if your data contains a delimiter of more than one character between data fields or if your data contains multiple custom delimiters.
Text qualifier Select the character that encloses values in your text file. When Excel encounters the text qualifier character, all of the text that follows that character and precedes the next occurrence of that character is imported as one value, even if the text contains a delimiter character.
For example, if the delimiter is a comma , and the text qualifier is a quotation mark » , «Dallas, Texas» is imported into one cell as Dallas, Texas. If no character or the apostrophe ‘ is specified as the text qualifier, «Dallas, Texas» is imported into two adjacent cells as «Dallas and Texas». If the delimiter character occurs between text qualifiers, Excel omits the qualifiers in the imported value. If no delimiter character occurs between text qualifiers, Excel includes the qualifier character in the imported value.
Hence, «Dallas Texas» using the quotation mark text qualifier is imported into one cell as «Dallas Texas». Data preview Review the text in this box to verify that the text will be separated into columns on the worksheet as you want it.
Data preview Set field widths in this section. Click the preview window to set a column break, which is represented by a vertical line. Double-click a column break to remove it, or drag a column break to move it. Specify the type of decimal and thousands separators that are used in the text file. When the data is imported into Excel, the separators will match those that are specified for your location in Regional and Language Options or Regional Settings Windows Control Panel.
Column data format Click the data format of the column that is selected in the Data preview section. If you do not want to import the selected column, click Do not import column skip. After you select a data format option for the selected column, the column heading under Data preview displays the format. If you select Date , select a date format in the Date box. Choose the data format that closely matches the preview data so that Excel can convert the imported data correctly.
To convert a column of all currency number characters to the Excel Currency format, select General. To convert a column of all number characters to the Excel Text format, select Text.
To convert a column of all date characters, each date in the order of year, month, and day, to the Excel Date format, select Date , and then select the date type of YMD in the Date box. Excel will import the column as General if the conversion could yield unintended results.
If the column contains a mix of formats, such as alphabetical and numeric characters, Excel converts the column to General. If, in a column of dates, each date is in the order of year, month, and date, and you select Date along with a date type of MDY , Excel converts the column to General format. A column that contains date characters must closely match an Excel built-in date or custom date formats.
If Excel does not convert a column to the format that you want, you can convert the data after you import it. Convert numbers stored as text to numbers.
Convert dates stored as text to dates. TEXT function. VALUE function. When you have selected the options you want, click Finish to open the Import Data dialog and choose where to place your data.
Set these options to control how the data import process runs, including what data connection properties to use and what file and range to populate with the imported data. The options under Select how you want to view this data in your workbook are only available if you have a Data Model prepared and select the option to add this import to that model see the third item in this list. If you choose Existing Worksheet , click a cell in the sheet to place the first cell of imported data, or click and drag to select a range.
If you have a Data Model in place, click Add this data to the Data Model to include this import in the model. For more information, see Create a Data Model in Excel. Note that selecting this option unlocks the options under Select how you want to view this data in your workbook.
Click Properties to set any External Data Range properties you want. For more information, see Manage external data ranges and their properties. In the New Web Query dialog box, enter the address of the web page you want to query in the Address box, and then click Go. In the web page, click the little yellow box with a red arrow next to each table you want to query.
None The web data will be imported as plain text. No formatting will be imported, and only link text will be imported from any hyperlinks. Rich text formatting only The web data will be imported as rich text, but only link text will be imported from any hyperlinks. This option only applies if the preceding option is selected. If this option is selected, delimiters that don’t have any text between them will be considered one delimiter during the import process. If not selected, the data is imported in blocks of contiguous rows so that header rows will be recognized as such.
If selected, dates are imported as text. SQL Server is a full-featured, relational database program that is designed for enterprise-wide data solutions that require optimum performance, availability, scalability, and security. Strong password: Y6dh! Weak password: house1. Passwords should be 8 or more characters in length. Under Select the database that contains the data you want , select a database.
Under Connect to a specific table , select a specific table or view. Alternatively, you can clear the Connect to a specific table check box, so that other users who use this connection file will be prompted for the list of tables and views. Optionally, in the File Name box, revise the suggested file name. Click Browse to change the default file location My Data Sources.
Optionally, type a description of the file, a friendly name, and common search words in the Description , Friendly Name , and Search Keywords boxes. To ensure that the connection file is always used when the data is updated, click the Always attempt to use this file to refresh this data check box.
This check box ensures that updates to the connection file will always be used by all workbooks that use that connection file. To specify how the external data source of a PivotTable report is accessed if the workbook is saved to Excel Services and is opened by using Excel Services, click Authentication Settings , and then select one of the following options to log on to the data source:.
Windows Authentication Select this option to use the Windows user name and password of the current user. This is the most secure method, but it can affect performance when many users are connected to the server.
A site administrator can configure a Windows SharePoint Services site to use a Single Sign On database in which a user name and password can be stored. This method can be the most efficient when many users are connected to the server. None Select this option to save the user name and password in the connection file. Security Note: Avoid saving logon information when connecting to data sources. Note: The authentication setting is used only by Excel Services, and not by Excel.
Under Select how you want to view this data in your workbook , do one of the following:. To place the data in an existing worksheet, select Existing worksheet , and then type the name of the first cell in the range of cells where you want to locate the data. Alternatively, click Collapse Dialog to temporarily collapse the dialog box, select the beginning cell on the worksheet, and then click Expand Dialog. To place the data in a new worksheet starting at cell A1, click New worksheet.
Optionally, you can change the connection properties and also change the connection file by clicking Properties , making your changes in the Connection Properties dialog box, and then clicking OK.
If you are a developer, there are several approaches within Excel that you can take to import data:. You can use Visual Basic for Applications to gain access to an external data source.
You can also define a connection string in your code that specifies the connection information. Using a connection string is useful, for example, when you want to avoid requiring system administrators or users to first create a connection file, or to simplify the installation of your application. The SQL. You can install the add-in from Office.
Power Query for Excel Help. Import data from database using native database query. Use multiple tables to create a PivotTable. Import data from a database in Excel for Mac. Getting data docs. Import and analyze data. Import data. Import data from data sources Power Query. Select any cell within your data range. Select OK. Select Open. If your source workbook has named ranges, the name of the range will be available as a data set.
To work with the data in Power Query first, select Transform Data. Select the authentication mode to connect to the SQL Server database. Select the table or query in the left pane to preview the data in the right pane. Select Load or Transform. Enter the Server name, and then select OK. Notes: This feature is only available in Excel for Windows if you have Office or later, or a Microsoft subscription.
Select the Environment you want to connect to. Select or clear Include relationships column. Select Continue. The Adobe Account dialog box appears. Select Basic if the OData feed requires your username and password. Select Save. Enter your domain in the Active Directory dialog box. Select Connect.
Enter your connection string, and then select OK. Click Open. In the Power Query ribbon tab, click From Table. Workbook File. Click the Power Query ribbon, then From Web. If the web page requires user credentials: In the Access Web dialog box, click a credentials option, and provide authentication values. Click Save. Click OK. Databases «. Database «. Enter your connection string, then press OK. Click Load or Edit. Tables File.
The Data Connection Wizard is displayed. This wizard has three panes. In the Query Editor, click Advanced Editor. Document File. ToTable Source in «Converted to Table». Click Connect. Next, enter your Account Key , and click Connect. In the Workbook Connections dialog box, click Add. Find your workbook, and click Open. Notes: Worksheets are referred to as «tables» in the Select Table dialog box You can only add one table at a time.
You can use the Data Connection Wizard to connect to an Access database. Click OK to finish. Step 1 of 3 Original data type If items in the text file are separated by tabs, colons, semicolons, spaces, or other characters, select Delimited. Step 2 of 3 Delimited data Delimiters Select the character that separates values in your text file. Step 2 of 3 Fixed width data Data preview Set field widths in this section.
Step 3 of 3 Click the Advanced button to do one or more of the following: Specify the type of decimal and thousands separators that are used in the text file. Specify that one or more numeric values may contain a trailing minus sign. For example: To convert a column of all currency number characters to the Excel Currency format, select General.
For example: If the column contains a mix of formats, such as alphabetical and numeric characters, Excel converts the column to General. Import Data Set these options to control how the data import process runs, including what data connection properties to use and what file and range to populate with the imported data.
Specify a target workbook: If you choose Existing Worksheet , click a cell in the sheet to place the first cell of imported data, or click and drag to select a range. Choose New Worksheet to import into a new worksheet starting at cell A1 If you have a Data Model in place, click Add this data to the Data Model to include this import in the model. Click OK when you’re ready to finish importing your data. The web page opens in the New Web Query dialog box. Set any options you want, then click Import.
Treat consecutive delimiters as one This option only applies if the preceding option is selected. Use the same import settings for the entire section This option only applies if the preceding option is selected. Disable date recognition If selected, dates are imported as text. Disable Web Query redirections If selected, redirects will be ignored. If not selected, redirects will be processed.
The Data Connection Wizard starts. This wizard has three pages. Retrieved February 25, Download Center. March 30, Archived from the original on January 5, Office Support. May 30, Archived from the original on December 1, Archived from the original on March 7, Retrieved April 9, August 6, Archived from the original on April 14, Retrieved February 26, Windows IT Pro.
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Retrieved December 18, July 10, Archived from the original on June 5, Archived from the original on May 6, The Inquirer. Incisive Media. Archived from the original on March 5, June 28, Archived from the original DOC on January 31, Retrieved January 11, Archived from the original DOC on November 7, Retrieved January 6, Archived from the original DOC on February 7, Retrieved December 31, Archived from the original on September 27, Although Microsoft Outlook is the only version of Outlook to use Windows Desktop Search by default, it’s not the only version that can benefit from it.
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Microsoft office access 2007 database tutorial pdf free
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A business example is discussed first which provides a background for developing a simple database. Brief overview of Relational Databases and Database Applications The first databases implemented during the s and s were based upon either flat data files or the hierarchical or networked data models.
These methods of storing data were relatively inflexible due to their rigid structure and heavy reliance on applications programs to perform even the most routine processing. In the late s, the relational database model which originated in the academic research community became available in commercial implementations such as IBM DB2 and Oracle. The relational data model specifies data stored in relations that have some relationships among them hence the name relational.
A collection of values from each column of a table is called a record or a row in the table. Different tables can have the same column in common. This feature is used to explicitly specify a relationship between two tables. Values appearing in column A in one table are shared with another table. The data type for a column indicates the type of data values that may be stored in that column. Can be positive or negative. Access calls this data type Text.
In some database implementations other data types exist such as Images for pictures or other data. However, the above three data types are most commonly used. This relationship allows us to specify that the Customer Nathanial Axe has both a Checking and a Savings account that were both opened on the same day: December 1, However, it is impossible to have a Detail record without a matching Master record.
For example, a Customer may not necessarily have any account information at all. However, any account information must be associated with a single Customer. Each table also must have a special column called the Key that is used to uniquely identify rows or records in the table.
Values in a key column or columns may never be duplicated. In organizations, the job of analyzing the business and determining the appropriate database structure tables and columns is typically carried out by Systems Analysts.
A Systems Analyst will gather information about how the business operates and will form a model of the data storage requirements. From this model, a database programmer will create the database tables and then work with the application developers to develop the rest of the database application. For this tutorial, we will consider a simple banking business. The bank has many customers who open and maintain one or more accounts.
For each Customer, we keep a record of their name and address. We also assign them a unique CustomerID. We assign this unique identifier both for convenience and for accuracy.
It is much easier to identify a single customer using their CustomerID rather than by looking up their full name and address. In addition, it is possible for the bank to have two customers with the same name e. In such cases, the unique CustomerID can always be used to tell them apart. In a similar fashion, all accounts are assigned a unique account number. An account can be either a checking account or a savings account.
Savings accounts earn interest but the only transactions allowed are deposits and withdrawals. Checking accounts do not earn interest. We maintain the date that the account was opened. This helps us track our customers and can be useful for marketing purposes.
Finally, we maintain the current balance of an account. In the previous section, we gave the structure and some sample data for the Customer table and the Accounts table. These will be used to support the data storage part of our Banking application. Database Applications In any database application, each of the tables requires a means to get data into them and to retrieve and modify the data at a later time. The primary way to get data into tables is to use data entry forms. The primary ways to get data back out of tables or to display data in tables are to use queries or reports.
In a complete database application, all of the forms and reports are linked together in a Navigation Form — a single page that will have links to each of the parts of the application.
A large database application may have dozens of data entry forms and reports. For this tutorial, we will create a data entry form for each table, a query for each table and a report for each table. Creating and Viewing Tables Tables are the main units of data storage in Access. Recall that a table is made up of one or more columns or fields and that a given column may appear in more than one table in order to indicate a relationship between the tables.
From the business example discussed earlier, we concluded that two tables would be sufficient to store the data about Customers and their bank Accounts. We now give the step-by-step instructions for creating these two tables in Access. There are a number of ways to create a table in Access. Access provides wizards that guide the user through creating a table by suggesting names for tables and columns.
The other main way to create a table is by using the Design View to manually define the columns fields and their data types. In this tutorial, we will describe the steps to create a table using the Design View.
Students are encouraged to experiment on their own with using the Create Table wizard. In Access , and , the Create New Table tab should already be highlighted and a new table named table1 created.
If this is not the case, click on the Create tab and click on the Table icon. Then pull down the View menu and choose Design View. The Table Design View will appear. In a later step, we will assign an appropriate name for this table. The next step is to define the Key for the table and to save the table. Recall that the Primary Key will be used to uniquely identify a record in the table in this case a Customer.
Highlight the CustomerID field and click on the Primary Key button on the button bar Notice that a small key appears next to the field name on the left side. Note: To remove a primary key, simply repeat this procedure to toggle the primary key off. As a final step, the table must be saved. Pull down the Office menu and choose the Save As menu item.
A dialog box will appear where the name of the new table should be specified. Note that Access gives a default name such as Table1 or Table2.
Simply type over this default name with the name of the table. For this example, name the table: Customer Then click on the OK button. At this point, the new Customer table has been created and saved. Field names in Access can be up to 64 characters long and may contain spaces.
However, the use of spaces in field names and table names is strongly discouraged. If you wish to make field names easier to read, consider using an underscore character to separate words. However be certain no spaces appear before or after the underscore. A figure showing the design view with the new table definition filled in is given below: 1.
Define a Primary Key for the Accounts table. Click on the AccountNumber field with the Right mouse button and choose Primary Key from the pop-up menu. Save the new Accounts table by pulling down the File menu and choosing the Save menu item. Fill in the name of the table: Accounts Then click on the OK button. Viewing and Adding Data to a Table Data can be added, deleted or modified in tables using a simple spreadsheet-like display.
You can now create the two tables described earlier below: 1. Customer Table 2. Use the arrow keys and the delete or backspace keys to change the existing data. To delete a record, first navigate to the record of interest.
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