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Access Tutorial 8 Sharing, Integrating, and Analyzing Data: Comprehensive

The document discusses various ways to share, integrate, and analyze data in Access, including exporting an Access table to HTML, importing a CSV file as a table, using the Table Analyzer tool, importing and exporting XML files, and saving import/export specifications. Methods covered include linking data from Excel worksheets, creating multi-page forms using tab controls, embedding charts in forms, and creating and modifying PivotTables and PivotCharts.

Uploaded by

Waqar Asmat
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© © All Rights Reserved
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Download as PPT, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
48 views

Access Tutorial 8 Sharing, Integrating, and Analyzing Data: Comprehensive

The document discusses various ways to share, integrate, and analyze data in Access, including exporting an Access table to HTML, importing a CSV file as a table, using the Table Analyzer tool, importing and exporting XML files, and saving import/export specifications. Methods covered include linking data from Excel worksheets, creating multi-page forms using tab controls, embedding charts in forms, and creating and modifying PivotTables and PivotCharts.

Uploaded by

Waqar Asmat
Copyright
© © All Rights Reserved
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Access Tutorial 8

Sharing, Integrating,
and Analyzing Data

COMPREHENSIVE

Objectives

XP

Export an Access table to an HTML document


and view the document
Import a CSV file as an Access table
Use the Table Analyzer
Import and export XML files
Save and run import and export specifications

New Perspectives on Microsoft Office Access 2007

Objectives

XP

Create a multi-page form using a tab control


Embed a chart in a form
Create and modify PivotTables and PivotCharts
Link data from an Excel worksheet

New Perspectives on Microsoft Office Access 2007

Exporting an Access Query


to an HTML Document

XP

In the Navigation Pane, right-click the object (table, query, form, or report) you want to
export, point to Export on the shortcut menu, and then click HTML Document

Or
In the Navigation Pane, click the object (table, query, form, or report) you want to
export, click the External Data tab on the Ribbon, click the More button in the Export
group on the External Data tab, and then click HTML Document
Enter the filename in the File name text box of the Export - HTML Document dialog
box, click the Browse button, select the location where you want to save the file, and
then click the Save button
Click the Export data with formatting and layout check box to retain most formatting
and layout information, check the other two check boxes, as necessary, and then click
the OK button
If using a template, click the Select a HTML Template check box in the HTML Output
Options dialog box, click the Browse button, select the location for the template, click
the template filename, and then click the OK button
Click the OK button

New Perspectives on Microsoft Office Access 2007

Viewing an HTML Document Using


Internet Explorer

New Perspectives on Microsoft Office Access 2007

XP

Importing a CSV File


as an Access Table

XP

Click the External Data tab on the Ribbon


In the Import group on the External Data tab, click the Text File button to open the Get
External Data - Text File dialog box
Click the Browse button in the dialog box, navigate to the location where the file to
import is stored, click the filename, and then click the Open button
Click the Import the source data into a new table in the current database option
button, and then click the OK button
In the Import Text Wizard dialog box, click the Delimited option button, and then click
the Next button
Make sure the Comma option button is selected. If appropriate, click the First Row
Contains Field Names check box to select it, and then click the Next button
For each field, select the column, type its field name, and select its data type, and then
click the Next button
Choose the appropriate option button to let Access create a primary key, to choose
your own primary key, or to avoid setting a primary key, click the Next button, type the
table name, and then click the Finish button

New Perspectives on Microsoft Office Access 2007

Importing a CSV File


as an Access Table

New Perspectives on Microsoft Office Access 2007

XP

Importing a CSV File


as an Access Table

New Perspectives on Microsoft Office Access 2007

XP

Importing an XML File


as an Access Table

XP

Click the External Data tab on the Ribbon


In the Import group on the External Data tab, click the XML File button to open
the Get External Data - XML File dialog box
Click the Browse button, navigate to the location for the XML file, click the
XML filename, and then click the Open button
Click the OK button in the Get External Data - XML File dialog box, click the
table name in the Import XML dialog box, click the appropriate option button
in the Import Options section, and then click the OK button
Click the Close button
Or
If you need to save the import steps, click the Save import steps check box,
enter a name for the saved steps in the Save as text box, then click the Save
Import button

New Perspectives on Microsoft Office Access 2007

Importing an XML File


as an Access Table

New Perspectives on Microsoft Office Access 2007

XP

10

Exporting an Access Table


as an XML File

XP

Right-click the object (table, query, form, or report) in the Navigation Pane, point to
Export, and then click XML File

Or
Click the object (table, query, form, or report) in the Navigation Pane. In the Export
group on the External Data tab, click the More button, then click XML File
Click the Browse button in the Export - XML File dialog box, navigate to the location
where you will save the XML file, then click the Save button
Click the OK button in the dialog box, select the options in the Export XML dialog box or
click the More Options button and select the options in the expanded Export XML
dialog box, then click the OK button
Click the Close button
Or
If you need to save the export steps, click the Save export steps check box, enter a
name for the saved steps in the Save as text box, then click the Save Export button

New Perspectives on Microsoft Office Access 2007

11

Exporting an Access Table


as an XML File

New Perspectives on Microsoft Office Access 2007

XP

12

Creating a Multi-page Form


Using a Tab Control

XP

You can create a multi-page form two ways


Page Break tool
Tab Control tool

New Perspectives on Microsoft Office Access 2007

13

Embedding a Chart in a Form

XP

In the Controls group on the Design tab in Design view,


click the Insert Chart button
Position the + portion of the pointer where you want to
position the upper-left corner of the chart, and then
click the mouse button to start the Chart Wizard
Select the record source, fields, and chart type
Edit the chart contents, and select the fields that link
the object and chart, if necessary
Enter a chart title, select whether to include a legend,
and then click the Finish button
New Perspectives on Microsoft Office Access 2007

14

Embedding a Chart in a Form

New Perspectives on Microsoft Office Access 2007

XP

15

Creating and Using a PivotTable

XP

A PivotTable is an interactive table that lets you analyze


data dynamically
Detail area
Detail field
Detail values

Row area
Row field
Row field items

Column area
Column Field
Column field items

Filter area
Filter field
Filter field items
New Perspectives on Microsoft Office Access 2007

16

Creating and Using a PivotTable

New Perspectives on Microsoft Office Access 2007

XP

17

Creating a PivotChart

XP

Office 2007 provides the Office PivotChart


Component to assist you in adding a chart to a
table or query

New Perspectives on Microsoft Office Access 2007

18

Linking Data from an


Excel Worksheet

XP

Click the External Data tab on the Ribbon, and


then in the Import group on the External Data
tab, click the Excel button
Click the Browse button and select the file you
wish to import
Follow the steps in the dialog boxes

New Perspectives on Microsoft Office Access 2007

19

Linking Data from an


Excel Worksheet

New Perspectives on Microsoft Office Access 2007

XP

20

Linking Data from an


Excel Worksheet

New Perspectives on Microsoft Office Access 2007

XP

21

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