Instructions_SC_AC365_2021_CS4-7a
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Shelly Cashman Access 365/2021 | Modules 4-7: SAM Capstone Project 1a
Economic Development Conference
ENHANCING FORMS AND REPORTS
GETTING STARTED
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PROJECT STEPS
1.
The Economic Development Professional Organization hosts an annual
conference for its members, college students, and other interested persons to
share new ideas, discuss problems, and brainstorm solutions. You are a
conference coordinator responsible for registration.
Open the
Advertisers
table in Design View. Use the Input Mask Wizard to add an
input mask to the
ContactPhone
field using the following options:
a.
Use the
Phone Number
input mask with the Input Mask format
!(999)
000-0000
and the underscore (_) as the placeholder character.
b.
The input mask should store the values
without symbols
in the mask.
(
Hint:
Some of these values might be the default input mask values.)
c.
Save and close the table.
2.
Use the Form Wizard to create a new form based on the
Exhibitors
table using
the following options:
a.
Select all fields in the
Exhibitors
table.
b.
Use the
Columnar
layout.
c.
Use
Exhibitors Information
as the title of the form.
View the
Exhibitors Information
form in Form View, and then save and
close the form.
Shelly Cashman Access 365/2021 | Modules 4-7: SAM Capstone Project 1a
3.
Open the
Attendee Registration Form
in Design View and update the form as
follows:
a.
Add the
CellPhone
control and label to the form directly below the
LastName
control and label.
b.
Select the
CellPhone
and
Status
controls and their associated labels, and
then align them using the
Top
option.
c.
Select the
LastName
and
CellPhone
controls and align them using the
Left
option.
d.
Select the
LastName
and
CellPhone
labels and align them using the
Left
option.
e.
Change the tab order so that users tab to the
CellPhone
control directly
after the
LastName
control.
Save but do not close the form.
4.
With the
Attendee Registration Form
still open in Design View, ensure that the
Use Control Wizards
button is selected. Use the
Subform/Subreport
Wizard
to add a subform with the following options:
a.
Use the
Registration
table for the subform.
b.
Select the
RegistrationID
,
AttendeeID
,
RegistrationFee
,
WorkshopFee
, and
GuestFee
fields (in that order) from the
Registration
table to add to the
subform.
c.
Accept the default link (Show Registration for each record in Attendees
using AttendeeID) to link the main form to the subform.
d.
Save the subform using
Registration Details
as the subform name.
e.
If necessary, reposition the subform to match the approximate location
shown in Figure 1. (
Hint:
The left edge of the subform is at .5" mark on the
horizontal ruler and the top of the subform label is at the 2" mark on the
vertical ruler.)
Save the
Attendee Registration Form
but do not close it.
5.
With the
Attendee Registration Form
still open in Design View, add a title to the
form. Change the title text using
Attendee Registration Detail Form
as the
new title. Save and close the form.
Figure 1: Attendee Registration Form in Design View
Shelly Cashman Access 365/2021 | Modules 4-7: SAM Capstone Project 1a
6.
Open the
Advertiser Data Entry Form
in Design View and ensure that the
Use
Control Wizards
button is selected. Add a combo box to the right side of the
Form Header section as described below:
a.
The combo box should find a record in the form.
b.
The
AdvertiserID
and
AdvertiserName
fields (in that order) should be
selected for the combo box.
c.
The key column should be hidden.
d.
Use
Find Advertiser
as the label for the combo box.
e.
Resize and reposition the combo box control and label to the approximate
location shown in Figure 2. (
Hint:
The left edge of the combo box control is
at the 4" mark on the horizontal ruler and the bottom edge of the control
is at the 1" mark on the vertical ruler.)
Save the changes to the
Advertiser Data Entry Form
but do not close it.
7.
With the
Advertiser Data Entry Form
still open in Design View, add a command
button to the right side of the Form Footer with these options:
a.
The command button action should close the form (using the Close Form
action.)
b.
The button should display the text
Close
and no picture.
c.
Use
Close Form
as the meaningful name for the command button.
d.
The command button should be positioned in the Form Footer section with
the left edge at approximately the 4" mark on the horizontal ruler, as
shown in Figure 2.
Save the
Advertiser Data Entry Form
but do not close it.
8.
With
Advertiser Data Entry Form
still open in Design View, add a rectangle
control to enclose the
ContactFName
,
ContactLName
, and
ContactPhone
labels
and controls:
a.
The upper-left corner of the rectangle should be located at approximately
the 1" mark on the vertical ruler and the 3" mark on the horizontal ruler.
b.
The lower-right corner of the rectangle should be located at approximately
the 2.1" mark on the vertical ruler and the 5.5" mark on the horizontal
ruler.
Save the
Advertiser Data Entry Form
but do not close it.
9.
With the
Advertiser Data Entry Form
still open in Design View, make the
following formatting changes:
a.
Use the Format Painter to copy the formatting from the
AdvertiserID
label
to the other five labels in the Detail section of the form.
b.
In the Detail section of the form, change the fore color of the
AdvertiserID
,
AdvertiserName
,
Cost
, ContactFName,
ContactLName
, and
ContactPhone
controls to
Blue
(last row, 8th column in the Standard Color palette).
Save the
Advertiser Data Entry Form
, compare the form to Figure 2, and
close the form.
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Shelly Cashman Access 365/2021 | Modules 4-7: SAM Capstone Project 1a
Figure 2: Advertiser Data Entry Form in Design View
10.
Use the Report Wizard to create a multi-table report as described below:
a.
Add the
FirstName
and
LastName
fields (in that order) from the
Attendees
table.
b.
Add the
RegistrationFee
,
WorkshopFee,
and
GuestFee
(in that order) from
the
Registration
table to the report.
c.
The data should be viewed
by Attendees
with no additional grouping
levels.
d.
Sort the report in ascending order by
RegistrationFee
.
e.
Use the
Stepped
layout and the
Portrait
orientation for the report.
f.
Use
Registered Attendees
as the report title
Compare your report to Figure 3, and then save and close the report.
Figure 3: Registered Attendees in Report View
11.
Use the Label Wizard to create mailing labels for the
Attendees
table using the
following options:
a.
Use the
Avery C2160
label size, which has dimensions of 1 1/2" X 2 1/2"
and three columns.
b.
Use
Arial
font,
12 point
font size,
Normal
font weight, and
Black
font
color with no special font styles for the labels. (
Hint:
These formatting
options may be the default settings for your label.)
c.
On the first line of the label, include the
FirstName
field, a space, and the
LastName
field.
d.
On the second line of the label, include the
Address
field.
e.
On the third line of the label, include the
City
field, a comma (,), a space,
the
State
field, a space, and then the
ZIP
field. Your label should match the
label in Figure 4.
f.
Sort the labels by the
LastName
field and then the
FirstName
field.
g.
Use
Attendee Mailing Labels
as the name for the labels report. (
Hint:
If
you receive a message indicating all information may not be displayed,
click OK.) Preview the mailing labels, confirming they match Figure 5. Save
and close the
Attendee Mailing Labels
report.
Figure 4: Attendee Prototype Level
Shelly Cashman Access 365/2021 | Modules 4-7: SAM Capstone Project 1a
Figure 5: Attendee Mailing Labels in Print Preview View
12.
Open the
Registrations by Workshop
report in Layout View. Open the Group,
Sort, and Total pane, and then add an
ascending
sort order on the
RegistrationID
field within the
WorkshopID
group. Save but do not close the
report.
13.
With the
Registrations by Workshop
report still open in Layout View, select the
WorkshopFee
column, and then add
subtotals
and a
grand total
to the
column using the
Sum
function. Save but do not close the report.
14.
With the
Registrations by Workshop
report still open in Layout View, apply
conditional formatting
to the values in the
ConferenceFees
column so that if
the field value is
greater than or equal to 275
, the field's font color is set to
Green
(last row, 6th column of the Standard Colors palette) and the font is
bold
. Compare the report to Figure 6, and then save and close the
Registrations
by Workshop
report.
Figure 6: Registrations by Workshop report in Layout View
15.
Open the
Advertisers Contact Report
in Design View and set the Record Source
property to the
Advertisers Contact Query
. Save and close the
Advertisers
Contact Report.
16.
Open the
Registrations by State
report in Design View, and add a grouping field
to the report as described below:
a.
Open the Group, Sort, and Total pane, and add the
State
field as a
grouping field.
b.
Select the
State
header and change the Repeat Section property value to
Yes
.
c.
With the
State
header still selected, modify the Force New Page property
so that a new page should be created after every section (using the
After
Section
option).
Save the
Registrations by State
report, but do not close it.
17.
With the
Registrations by State
report still open in Design View, add a field to
the
State
group header as described below:
a.
Add the
State
field to the
State
header as shown in Figure 7.
b.
Delete the label associated with the
State
control.
c.
Select the
State
control and modify it to display with a font size of
14
point
and a font weight of
Bold
.
d.
Reposition the
State
control so that the left edge is at the left margin.
e.
Resize the State control so that the right edge of the control is at the 1.5"
mark on the horizontal ruler.
Save the
Registrations by State
report, but do not close it.
Shelly Cashman Access 365/2021 | Modules 4-7: SAM Capstone Project 1a
18.
With the
Registrations by State
report still open in Design View, add page
numbers and dates to the report as described below:
a.
Add the
Date
to the report using the
Short Date
(e.g., 12/12/2019)
format. Do not include the time in the report.
b.
Add
Page Numbers
to the report, using the
Page N of M format
, at the
Bottom
of the page, with the
Right
alignment option.
Save the report and compare it to Figure 7. Close the
Registrations by
State
report.
Figure 7: Registrations by State report in Design View
19.
Open the
Workshop Charts
form in Design View. In the
Tab
control, make the
following updates:
a.
Change the name of the first tab control using
Attendees
as the new
name.
b.
Change the name of the second tab control using
Fees
as the new name.
Save but do not close the
Workshop Charts
form.
20.
With the
Workshop Charts
form still open in Design View, switch to viewing the
Pie chart in the first tab control. Modify the chart type so that it appears as a
Bar
chart. Compare the chart on the first tab control to the chart in Figure 8.
Save but do not close the
Workshop Charts
form.
Figure 8: Workshop Charts Form – Attendees Tab in Design View
21.
With the
Workshop Charts
form still open in Design View, switch to viewing the
second tab control. Insert a chart into the second tab control as described
below:
a.
Base the chart on the
Workshop Totals
query.
b.
Use the WorkshopID and
SumOfWorkshopFee
fields (in that order) in your
chart.
c.
Use a
3-D Pie Chart
as the chart type for your chart.
d.
The
WorkshopID
field should be the field for the series and the
SumOfWorkshopFee (which will be renamed SumofSumOfWorkshopFee)
field should be the field for the data in the chart. (
Hint:
These fields should
be assigned automatically to the correct areas in the Chart Wizard.)
e.
Use
Total Fees by Workshop
as the name of your chart.
f.
Display a legend in the chart.
g.
If necessary, resize the chart object to the same size as the tab control as
shown in Figure 9.
Save the form, compare it to Figure 9, and then close the form.
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Shelly Cashman Access 365/2021 | Modules 4-7: SAM Capstone Project 1a
Figure 9: Workshop Charts Form – Fees Tab in Design View
22.
Open the
Attendee Registration Report
in Design View. Remove the Page
Header and Footer from the report. Save but do not close the report.
23.
With
Attendee Registration Report
still open in Design View, add a
text box
control to the
AttendeeID
header as described below:
a.
Add the text box control to the
AttendeeID
header in the approximate
location shown in Figure 10. (
Hint:
The left edge of the control should align
with the left edge of the
AttendeeID
control.)
b.
Enter the following expression into the text box control:
=[FirstName]&"
"&[LastName]
c.
Reposition and resize the text box control so that the left edge is at the 1"
mark and the right edge is at the 3" mark on the horizontal ruler as shown
in Figure 10.
d.
Set the Border Style property of the text box control to
Transparent
.
e.
Change the label associated with the text box using
Name
as the new
label name.
f.
Reposition and resize the label as necessary so that all text in the label is
visible and the left edge of the label is at the .1" mark on the horizontal
ruler.
Save the report but do not close it.
24.
With the
Attendee Registration Report
still open in Design View, ensure that the
Use Control Wizards button is selected. Insert a subreport into the Details
section of the report:
a.
Add the subreport to the Details section at approximately the .5" mark on
the horizontal ruler and the .5" mark on the vertical ruler.
b.
Base your subreport on the
Attendees and Registration
query.
c.
Include the
AttendeeID
,
RegistrationID
, and
RegistrationFee
, (in that
order) in the subreport.
d.
Accept the default link (Show Attendees and Registration for each record
in Attendees using AttendeeID).
e.
Use the default name
Attendees and Registration
subreport
as the
name of the subreport.
f.
In Design View, delete the label associated with the subreport.
g.
Reposition the subreport so that the upper left corner is at .5" mark on the
horizontal ruler and the .5" mark on the vertical ruler. The bottom right
edge of the subreport is at the 1.5" mark on the vertical ruler and the 5.2"
mark on the horizontal ruler.
h.
If necessary, resize the Detail section to the approximate size shown in
Figure 10.
Shelly Cashman Access 365/2021 | Modules 4-7: SAM Capstone Project 1a
Figure 10: Attendee Registration Report in Design View
Save and close any open objects in your database. Compact and repair your database,
close it, and then exit Access. Follow the directions on the website to submit your
completed project.
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