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Beyond the Spreadsheet: Managing Financial Information Using Microsoft Office Access 2003

Exchange Server
Office (inc Access)
SQL Server
Visual Studio .NET
Windows
Web Development
Visual FoxPro
Programming
Business
Knowledge Management
Certification
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Module 1: Starting with a Firm Relational Foundation

  • Export Video: Importance of using Relationships and Referential Integrity
  • Data Coming from Excel into Access
  • Exercise: Importing Excel Data into Existing Tables
  • Best Practices for Creating Tables and Utilizing Outside Data
Skills
  • Describe relational database concepts.
  • Create tables and relationships.
  • Import data into tables from Excel Workbooks and worksheets.
  • Apply best practices for creating tables and utilizing outside data.
Top

Module 2: Using Queries to Work with Financial Information

  • Looking at Queries Available for Working with Financial Data
  • Exercise 1: Creating Select and Totals Queries
  • Exercise 2: Working with Crosstab Queries
  • Retrieving Only the Information You Want
  • Exercise 3: Adding Criteria to Queries
  • Best Practices for Using Queries to Their Full Potentials
Skills
  • Identify what types of queries are available for working with financial data.
  • Create financial queries.
  • Work with Crosstab queries.
  • Add criteria to queries.
  • Apply best practices for using queries.
Top

Module 3: Generating Flexible Reports for Management Use

  • Creating Financial Reports Using Access
  • Exercise 1: Creating and Enhancing an Access Report
  • Using Access PivotTables and PivotCharts
  • Exercise 2: Displaying Data Using a PivotTable View
  • Exercise 3: Displaying Data Using a PivotChart View
  • Best Practices for Reporting Financial Information
Skills
  • Use the Report Wizard to create a base for standard reports.
  • Use the grouping and sorting feature for summarizing data.
  • Use PivotTables for interactive reporting.
  • Use PivotCharts for graphically reporting financial data.
  • Apply best practices for reporting financial information.
Top

Module 4: Introduction to Microsoft Visual Basic for Applications

  • Getting Started with Visual Basic for Applications by Using the Command Button Wizard
  • Exercise 1: Gaining Experience with Visual Basic for Applications Procedures
  • Exercise 2: Creating Event Routines Without Using Command Button Wizard
  • Best Practices for Using Visual Basic for Applications Code in Databases
Skills
  • Understand the code written by Command Button Wizard.
  • Create code without using the wizard.
  • Use Microsoft IntelliSense to see what arguments are required for code.
  • Use the DoCmd object to perform macro actions in code.
  • Apply best practices for using VBA code in databases.
Top

Module 5: Automating Excel from Access Using VBA

  • Automating Microsoft Excel from Access
  • Exercise 1: Analyzing Information with Excel Using a Menu Command
  • Exercise 2: Creating Visual Basic for Applications Code that Creates an Excel Worksheet
  • Exercise 3: Loading a Recordset into Excel from Access
  • Best Practices for Avoiding the Pitfalls of Automation
Skills
  • Generate a report in Access and analyze it by using Excel.
  • Use Visual Basic for Applications to create a routine to create an Excel workbook from Access.
  • Use Visual Basic for Applications to load data into the Excel workbook from Access.
  • Apply best practices for automating the process of moving data from Access into Excel.
Top
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Exams:

  • There are no exams directly associated with this course

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£ 350
(497)
£ NaN
(NaN)
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Last Modified 01 May 2008