microsoft access 2010 chapter 9 macros, navigation forms, pivottables, and pivotcharts

MicrosoftAccess 2010

Chapter 9

Macros, Navigation Forms, PivotTables, and

PivotCharts

Macros, Navigation Forms, PivotTables, and PivotCharts 2

• Create and modify macros and submacros• Create a menu form with command buttons• Create a menu form with option groups• Create datasheet forms and user interface (UI)

macros• Create navigation forms

Objectives


• Create data macros• Create a PivotTable• Change properties in a PivotTable• Use a PivotTable• Create a PivotChart and add a legend• Change properties in a PivotChart• Use a PivotChart

Objectives


Project – Macros, Navigation Forms, PivotTables, and PivotCharts


• Determine when it would be beneficial to automate tasks in a macro

• Determine whether it is appropriate to create a navigation form

• Determine the organization of the navigation form• Determine whether it is appropriate to present data as a

PivotTable• Determine the organization of the PivotTable• Determine whether it is appropriate to present data as a

PivotChart• Determine the organization of the PivotChart

General Project Guidelines


• Click the Macro button (Create tab | Macros & Code group) to create a new macro

Begin Creating a Macro


• Double-click the Submacro element from the Program Flow section of the Action Catalog to add a submacro and then type the desired submacro name

• Click the expand indicator for the Database Objects category of actions to display the actions within the category

• Double-click the desired action to add it to the submacro• Change the arguments as desired• Click the Save button on the Quick Access Toolbar, type the

desired macro name, and then click the OK button to save the macro

Adding an Action to a Macro


Adding an Action to a Macro


• Click the Form Design button (Create tab | Forms group) to create a blank form in Design view

• If a field list appears, click the Add Existing Fields button (Form Design Tools Design tab | Tools group) to remove the field list

• Save the form with the desired name• Make sure the Use Control Wizards button is selected• Click the Button tool (Form Design Tools Design tab | Controls

group) and then click the desired position to display the Command Button Wizard dialog box

• Click Miscellaneous in the Categories box, and then click Run Macro in the Actions box

Creating a Menu Form Containing Command Buttons


• Click the Next button to display the next screen in the wizard

• Click the desired macro to run• Click the Next button to display the next Command

Button Wizard screen• Click the Text option button• Type the desired text to appear on the button• Click the Next button• Click the desired button name• Click the Finish button to finish specifying the button



• Click the Form Design button (Create tab | Forms group) to create a blank form in Design view

• If a field list appears, click the Add Existing Fields button (Form Design Tools Design tab | Tools group) to remove the field list

• Save the form using the desired name• Click the More button (Form Design Tools Design tab |

Controls group) to display the gallery of available tools• With the Use Control Wizards button selected, click the

Option Group tool (Form Design Tools Design tab | Controls group) and then click the desired location to start the Option Group Wizard

Creating a Menu Form Containing an Option Group


• Type the name for each label in its own row, pressing the DOWN ARROW after each label name

• Click the Next button to move to the next Option Group Wizard screen

• Click the ‘No, I don’t want a default’ option button to select it

• Click the Next button to move to the next Option Group Wizard screen and then verify that the values assigned to the labels



• Click the Next button to move to the next Option Group Wizard screen, and then select the desired style

• Click the Next button to move to the next Option Group Wizard screen and then type the desired caption

• Click the Finish button to complete the addition of the option group



Using an If Statement


• With the option group selected, display a property sheet

• If necessary, click the All tab• Click the After Update property• Click the Build button to display the Choose

Builder dialog box• With Macro Builder selected in the Choose

Builder dialog box, click the OK button to create a macro

Creating a Macro for an Option Group


• If necessary, click the Action Catalog button (Macro Tools Design tab | Show/Hide group) to display the Action Catalog

• Expand the desired category• Double-click the desired action to add the action

to the macro• Type the desired Name argument and Expression

argument



• Double-click the element from the desired section of the action catalog

Adding Actions to a Macro


Adding Actions to a Macro


• Open the desired table• Display the Create tab and then click the More

Forms button (Create tab | Forms group) to display the More Forms menu

• Click Datasheet to create a datasheet form• Save the form using the desired name• Click the desired heading in the datasheet Display

the property sheet• Click the Event tab to display only event properties

Creating Datasheet Forms that Incorporate UI Macros


• Click the desired event and then click the Build button to display the Choose Builder dialog box

• Add the desired action(s) to the macro

Creating Datasheet Forms that Incorporate UI Macros


• Click the Create tab and then click the Navigation button (Create tab | Forms group) to display the menu of available navigation forms

• Click Horizontal Tabs in the menu to create a form with a navigation control in which the tabs are arranged horizontally in a single row

• If a field list appears, click the Add Existing Fields button (Form Layout Tools Design tab | Tools group) to remove the field list

• Save the form using the desired name• Click the form title twice: once to select it and the second time to

produce an insertion point• Type the desired title, and then save the form

Creating a Navigation Form


Creating a Navigation Form


• Drag the form to the [Add New] placeholder to add a new tab

• Two rename a tab, click the tab to rename twice: one to select it and the second time to produce an insertion point

• Change the tab name as desired

Adding Tabs to a Navigation Form


Adding Tabs to a Navigation Form


Creating a Date Macro


PivotTables


• Open the Navigation Pane, right-click the desired query, click Open on the shortcut menu, and then close the Navigation Pane

• Click the View button arrow to display the View button menu• Click PivotTable View to switch to the PivotTable view of the

query• If the PivotTable Field List does not appear, click the Field List

button (PivotTable Tools Design tab | Show/ Hide group) to display the field list

• Click the field to add to the row area, and ensure Row Area appears next to the Add to button

Creating a PivotTable


• Click the Add to button to add the selected field to the row area

• Click the Add to box arrow to display a list of available areas

• Click Column Area, click the field in the field list to add to the column area, and then click the Add button

• Click the Add to box arrow, click Data Area, click the field to add to the data area, and then click the Add to button

• Close the PivotTable Field List by clicking Field List button (PivotTable Tools Design tab | Show/Hide group)



• Click the desired column heading, and then click the Property Sheet button (PivotTable Tools Design tab | Tools group) to display a property sheet

• Click the Captions tab in the property sheet• Delete the current entry, and then type the

desired caption

Changing Properties in a PivotTable


Changing Properties in a PivotTable


Using a PivotTable


PivotCharts


• Open the query from which to create a PivotChart• Click the View button arrow, and then click

PivotChart View• If the Chart Field List appears, close the field list

by clicking the Field List button (PivotChart Tools Design tab | Show/Hide group)

• Click the Legend button (PivotChart Tools Design tab | Show/Hide group) to display a legend

Creating a PivotChart and Adding a Legend


Creating a PivotChart and Adding a Legend


• If the Change Chart Type button is dimmed, click the Chartspace

• Click the Change Chart Type button (PivotChart Tools Design tab | Type group), and then, if necessary, click the Type tab to display the available chart types

• Click the desired chart category and chart type

Changing the Chart Type


Changing the Chart Type


• Click the Switch Row/Column button (PivotChart Tools Design tab | Active Field group) to change the organization

Changing the PivotChart Orientation


• Click the desired axis title, and then display the property sheet

• Click the Format tab in the Properties window, and then click the Caption box

• Type the new caption

Assigning Axis Titles


Assigning Axis Titles


• Click the Drop Zones button (PivotChart Tools Design tab | Show/Hide group) to remove the drop zones

Removing Drop Areas


• Click anywhere in the Chartspace of the PivotChart, display the property sheet, and then, if necessary, click the General tab

• Click the Add Title button• Close the property sheet, click the newly added

title, and then display the property sheet• Click the Format tab• Click the Caption box, type the desired caption,

and then press the ENTER key

Adding a Chart Title


Adding a Chart Title


Using a PivotChart


• Create and modify macros and submacros• Create a menu form with command buttons• Create a menu form with option groups• Create datasheet forms and user interface (UI)

macros• Create navigation forms

Chapter Summary


• Create data macros• Create a PivotTable• Change properties in a PivotTable• Use a PivotTable• Create a PivotChart and add a legend• Change properties in a PivotChart• Use a PivotChart

Chapter Summary

Chapter 9 Complete

MicrosoftAccess 2010

microsoft access 2010 chapter 9 macros, navigation forms, pivottables, and pivotcharts

Documents

pivotchart macros

data macros

macro slide

new macro macros

datasheet forms

macro button

tab forms group

pivotcharts slide