Microsoft Access: Designing Queries and Advanced Reports

Microsoft Access Training Series | Level 2

Course Details

Duration: 1 day (9 am – 4 pm)

Microsoft^® Access^® Versions: 2013 | 2016 | 2019 | 2021 | 365 (Windows)

Delivery Methods (Instructor-led): In-person (Live classroom) | Virtual classroom

Course Dates: June 30, 2022 (Virtual classroom) | View schedule 

Course Fee: $245 CAD per person + HST (Virtual classroom), $275 CAD per person + HST (Bring your own device for live classroom courses) or $325 CAD per person + HST (Avantix Learning provides device for live classroom courses)*

Alternate Course(s): This course is equivalent to day 2 of the Microsoft Access: Intermediate / Advanced course.

Timing: Public scheduled courses run from 9:00 am to 4:00 pm (Eastern Time).

Virtual classroom courses: Our instructor-led virtual classroom courses are delivered in a virtual classroom environment. Students will be sent a virtual classroom invitation prior to the course.

Live classroom courses: Our instructor-led live classroom (in-person) courses are held in downtown Toronto at 18 King Street East, Suite 1400, Toronto, Ontario, Canada. Some courses are also held at an alternate downtown Toronto location.

Custom training: This course may be delivered at your site or ours as an instructor-led or virtual classroom solution. Contact us at info@avantixlearning.ca for more information including savings for custom group training.

Course Overview

Move to the next level in this hands-on course and learn some of the more advanced query and report tools in Microsoft Access. Students will design queries with calculated fields using conditional and date functions and create totals or summary queries. Other types of queries will be created as well including parameter queries, crosstab queries, append and make table queries. Students will also design reports with grouping, calculated controls, custom filters and subreports. Throughout this course, the instructor will include numerous tips, tricks and shortcuts. Each student will also receive a full course manual.

Prerequisite: Microsoft Access: Introduction or equivalent knowledge and skills.

Location and timing: Public scheduled courses are held online in virtual classroom format or in downtown Toronto and run from 9:00 am to 4:00 pm (Eastern Time).

Related training: View all Microsoft Access courses >

INCLUDED IN THIS COURSE

• Comprehensive course manual
• Keyboard shortcuts quick reference
• Sample and exercise files
• Refreshments (for classes conducted in Avantix Learning classrooms)
• Certificate of completion
• Follow-up email support

Course Topics

Customizing Microsoft Access for Queries and Reports

• Adding buttons to the Quick Access Toolbar for queries and reports
• Setting important Access options

Importing Data from Excel

• Importing Excel data into a Microsoft Access table
• Cleaning up imported data

Creating Calculated Fields in Queries

• Creating calculations in queries using both operators and functions
• Entering functions using the Expression Builder
• Using the Iif function to calculate conditional results
• Using the Switch function as an alterantive to the Iif function
• Extracting years and months from date fields using data functions

Summarizing Records in Totals Queries

• Creating summary or totals queries to summarize data from multiple records
• Grouping by specific fields in summary queries
• Calculating totals using aggregate functions including SUM, AVERAGE, MIN, MAX and COUNT
• Using Where in summary queries
• Displaying captions

Designing Queries to Prompt Users to Enter Criteria

• Prompting users to enter specific data using parameters
• Using different types of parameters to prompt users to enter dates, text or numbers when running a query

Running Append, Make Table and Crosstab Queries

• Enabling conent for action queries
• Running action queries including append and make table queries
• Designing crosstab queries to display summaries in a cross tabular way

Designing Reports from Tables or Queries

• Creating reports with fields from multiple related tables
• Creating reports from queries
• Changing the source of a report

Working with Report Properties, Sections and Groups

• Using Properties in reports
• Understanding key properties for controls and sections
• Adding grouping levels
• Inserting calculations in groups
• Inserting calculations in other sections
• Numbering records in a report
• Grouping by date intervals
• Grouping by a calculation
• Managing sorting in reports

Formatting Reports

• Changing section formatting
• Applying conditional formatting in reports
• Controlling the display of report header and footers

Filtering Reports

• Applying a filter in a report in Layout View
• Creating filters in Design View
• Running a report that prompts the user to enter information

Inserting a Subreport

• Adding a subreport control  on a report
• Formatting a subreport control

Exporting Reports to PDF

• Exporting reports to a PDF (Portable Document Format)
• Adding a PDF button to the Quick Access Toolbar

*Prices subject to change.

Our instructor-led courses are delivered in virtual classroom format or at our downtown Toronto location at 18 King Street East, Suite 1400, Toronto, Ontario, Canada (some in-person classroom courses may also be delivered at an alternate downtown Toronto location). Contact us at info@avantixlearning.ca if you'd like to arrange custom instructor-led virtual classroom or onsite training on a date that's convenient for you.

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