Microsoft Access Tutorial: MS Access with Example [Easy Notes]

Microsoft Access Tutorial: MS Access with Example [Easy Notes]
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What is Microsoft Access?

Microsoft Access is a Database Management System offered by Microsoft. It uses the Microsoft Jet Database Engine and comes as a part of the Microsoft Office suite of application.

Microsoft Access offers the functionality of a database and the programming capabilities to create easy to navigate screens (forms). It helps you analyze large amounts of information, and manage data efficiently.

Important Terms and Basic Objects

Now in this Microsoft Access tutorial, we will learn about some important terms and basic objects in MS Access:

Database File:

It is a file which stores the entire database. The database file is saved to your hard drive or other storage devices.

Datatypes:

Datatypes are the properties of each field. Every field has one datatype like text, number, date, etc.


Table

  • A Table is an object which stores data in Row & Column format to store data.
  • A Table is usually related to other tables in the database file.
  • Each column must have Unique name
  • We can also define Primary Key in a table.

Query

  • Queries answer a question by selecting and sorting and filtering data based on search criteria.
  • Queries show a selection of data based on criteria (limitations) you provide.
  • Queries can pull from one or more related Tables and other Queries.
  • Types of Query can be SELECT, INSERT, UPDATE, DELETE.

Form

  • A form is a database object that you can use to create a user interface for a database application.
  • Forms help you to display live data from the table. It mainly used to ease the process of data entry or editing.

Report

  • A report is an object in desktop databases primarily used for formatting, calculating, printing, and summarizing selected data.
  • You can even customize the report’s look and feel.

Macros

Macros are mini computer programming constructs. They allow you to set up commands and processes in your forms, like, searching, moving to another record, or running a formula.

Modules:

Modules are procedures(functions) which you can write using Visual Basic for Applications (VBA).

Microsoft Access Data Types

MS Access common data types are listed below:

Type of DataDescriptionSize
Short TextText, including numbers which does not need calculation. (e.g., Mobile numbers).Up to 255 characters.
Long TextThis data type is used for lengthy text or alphanumeric data.Maximum 63, 999 characters.
NumberNumeric data type used for storing mathematical calculations.1, 2, 4, 8, and 16 bytes.
Date/TimeStore Date/time for the years 100 through 9999.8 bytes.
CurrencyIt allows you to store currency values and numeric data with one to four decimal places.8 bytes.
Auto NumberAssign a unique number or assigned by Microsoft Access when any new record is created. Usually used as the primary keyFour bytes (16 bytes if it is set as a Replication ID).
Yes/NoIt only stores logical values Yes and No.1 bit
AttachmentIt stores files, such as digital photos. Multiple files can be attached per record.Up to 2
GB Data can be stored.
OLE objectsOLE objects can store audio, video, other Binary Large Objects.Up to 2
GB data can be stored.
HyperlinkText or combinations of text and numbers stored. That text is used as hyperlink address.Each part of a Hyperlink data type allows you to store a maximum 2048
characters.
CalculatedHelps you to create an expression that uses data from one or more fields.You can create an expression which uses data from one or more fields.

Differences between Access and Excel

Microsoft Access and Excel are very similar yet very different. Here, are some important difference points between both of them-

AccessExcel
Deals with text, numbers, files and all kinds of dataMicrosoft Excel generally deals with numerical data
All the data is stored one time, in one place.Lots of worksheets or documents are a store with similar, repeated data.
Helps you to build highly functional data entry forms and report templates.Only the primary data entry screen is available.
Users will be able to enter the data more efficiently and accurately.Data accuracy and speed is not much because of the format.

Advantages of MS Access

Now in this MS Access Tutorial, we will learn the pros/benefits for using MS Access application:

  • Access offers a fully functional, relational database management system in minutes.
  • Easy to import data from multiple sources into Access
  • You can easily customize Access according to personal and company needs
  • Microsoft Access online works well with many of the development languages that work on Windows OS
  • It is robust and flexible, and it can perform any challenging office or industrial database tasks.
  • MS-Access allows you to link to data in its existing location and use it for viewing, updating, querying, and reporting.
  • Allows you to create tables, queries, forms, and reports, and connect with the help of Macros
  • Macros in Access is a simple programming construct with which you can use to add functionality to your database.
  • Microsoft Access online can perform heterogeneous joins between various data sets stored across different platforms

Disadvantages of MS Access

Here, are the cons for using MS Access

  • Microsoft Access database is useful for small-to-medium business sectors. However, it is not useful for large-sized organizations
  • Lacks robustness compared to dbms systems like MS SQL Server or Oracle
  • All the information from your database is saved into one file. This can slow down reports, queries, and forms
  • Technical limit is 255 concurrent users. However, the real-world limit is only 10 to 80 (depending on the type of application which you are using)
  • It requires a lot more learning and training compares with other Microsoft programs

How to Start Microsoft Access

Note: We assume you have the latest Microsoft Access installed which comes bundled with Microsoft Office 365 package.

There are two ways to Start MS Access.

  1. From Windows, ‘Start’ button.
  2. From Desktop, Right Click> ‘New’ option.

Now in this Microsoft Access tutorial, let’s have a look of starting MS Access using both the ways:

Option 1) From Windows, Start button.

Step 1) Click on the ‘Windows’ icon.
You will find the list of installed programs.

Step 2) Find Access icon.
Check and click on Access Icon.

Microsoft Access Tutorial

Step 3) Check the window.
MS Access Application window will appear.

Microsoft Access Tutorial

Steps 4) Press ‘Esc’.

Result: This will open the MS Access windows application.

Microsoft Access Tutorial

Option 2) From Desktop, ‘New’ option.

Step 1) Right Click from Desktop and Click ‘New’

Step 2) Click on ‘Microsoft Access Database Option’

Microsoft Access Tutorial

Step 3) Below MS Access Application window will appear

Microsoft Access Tutorial

Step 4) Press ‘Esc’

Result: This will open the MS Access windows application

Microsoft Access Tutorial

How to Create a Database

Before we create a Database, lets quickly understand the holistic picture of what Database is, with particular reference to MS Access.

Let’s, start with a few real-life Microsoft Access databases example:

  • We have Bookcase where Books resides,
  • We have i-pods where we have a collection of music & cases are countless.

Similarly, we have MS Access Database is a kind of home for all your Tables, Queries, Forms, Reports, etc. in MS Access which are interlinked.

Technically, Database store the data in a well-organized manner for easy access and retrieval.

Microsoft Access Tutorial

There are two ways to create Database in SQL Access:

  1. Create Database from Template
  2. Create a Blank Database

Let’s go into the detail of each:

Create Database from Template

  • There are many situations where we need to start with some readymade database template for given requirements.
  • MS Access provides many ready to use templates for such types of databases requirements where the data structure is already defined.
  • You can keep customizing the template structure further as per our requirement.
  • MS Access Databases example includes Contacts, Student, Time tracking, etc.

Steps to create Database from Template

Step 1) With MS Access application open, Click on File.

Microsoft Access Tutorial

Result: The below window will appear. All the Database templates are displayed below.

Microsoft Access Tutorial

Step 2) We can select any template by clicking on it. Click on Contact Template for further reverence.

Microsoft Access Tutorial

Step 3) File name box will appear with the default file name.

Microsoft Access Tutorial

Step 4) Enter the new Name.

Microsoft Access Tutorial

Step 5) Click on ‘Create.’

Microsoft Access Tutorial

Result: Guru99_Contact Database created and below window will appear.

Microsoft Access Tutorial

Step 6) Optionally, you can click on any of the objects from left navigation pane and open that object for further references and work.

For, E.g., Clicking on ‘Contact Detail’ form will open ‘Contact Detail’ form as displayed below.

Microsoft Access Tutorial

Create a Blank Database

Step 1) With MS Access application open, Click on File > New

Microsoft Access Tutorial

Step 2) Click on ‘Blank Database.’

Microsoft Access Tutorial

Step 3) File name box will appear with the default file name.

Microsoft Access Tutorial

Step 4) Enter the new name.

Microsoft Access Tutorial

Step 5) Click on ‘Create.’

Microsoft Access Tutorial

Result: Guru99 Database created and below window will appear.

Microsoft Access Tutorial

How to Create Table

The first step in this Microsoft Access tutorial to store data in the database is creating a Table where data will reside. Post creation of the table, we can keep inserting the rows in the table.

Microsoft Access Tutorial

There are two ways to create Database in MS Access

  1. Create a Table from Design View
  2. Create a Table from Datasheet View

Create Table – Datasheet View

Step 1) First Click Create tab. Then from Tables group, click Table.

Microsoft Access Tutorial

Step 2) System will display the default table created with ‘Table1’ name.

Microsoft Access Tutorial

Step 3) To Rename Column, double click on Column Header and enter the new column Name.

Microsoft Access Tutorial

Note that the Data type of Course_ID is ‘AutoNumber.‘ Hence this is also the Unique Key of the table.

Microsoft Access Tutorial

Step 4) You can Add Column by clicking on any category from the ‘Add & Delete’ group. Alternatively, you can also add a column by clicking on ‘Click to Add’

For Example, click on ‘Short Text’ from the Add & Delete’ group.

Microsoft Access Tutorial

Step 5) Column will be added with the default name as ‘Field1.’

Microsoft Access Tutorial

Step 6) Click on Header and rename as ‘COURSE_NAME.’

Microsoft Access Tutorial

Step 7) Press ‘Ctrl + S’ and Enter the new table name to save the table.

Microsoft Access Tutorial

Step 8) You can also save new Name, Caption and Short description for any Column by clicking on ‘Name and Caption.’ Click on it

Microsoft Access Tutorial

Step 9) Dialog Box will appear. Add the following and Click on ‘OK’

  • ‘Name’ – This is the actual name of the column.
  • ‘Caption’ – This is the user view name of the column.
  • ‘Description’ – This is the short description of the column name.

Microsoft Access Tutorial

Result: Name, Caption, and Description now exist.

Microsoft Access Tutorial

Create Table – Design View

Step 1) First Click Create tab. Then from Tables group, click Table.

Microsoft Access Tutorial

Step 2) Table Dialog box appears. For each Field enter Filed Name, Data Type and Description.

Microsoft Access Tutorial

Steps 3) To Add Course_ID as Primary Key, select it and Click on ‘Primary Key.’ Course_Id will be Preceded by KEY ICON as shown below:

Microsoft Access Tutorial

Steps 4) Press ‘Ctrl+S.’ Enter the Table Name and Click OK

Microsoft Access Tutorial

Result:

Microsoft Access Tutorial

How to Switch views between Datasheet and Design

Now in this MS Access tutorial, we will learn how to switch views between Datasheet and Design:

To switch views, between the datasheet (spreadsheet view) and the design view, click the ‘View’ button in the top-left hand corner of the Access Ribbon (shown in the Home/Help/Design Tabs). And Click on the View you need to display.

For Example: Let’s Assume You want to switch to the newly created table ‘Course_strength’ from ‘Design view’ to ‘Data Sheet’ View.

Step 1) Click on Datasheet View

Microsoft Access Tutorial

Result:

Microsoft Access Tutorial

MS Access- Adding Data

  • You have created tables Course and Course_Strength.
  • There are two ways to add data. One is Datasheet view and other from Form. We will learn to add data from Datasheet view in this section.
  • There is no need to save the data manually. Once you click other rows, Access automatically saves the data.
  • The only thing you need to take care while adding data is, you should enter the correct data type, i.e., if Column is defined as Number we can add only number and not text.

Let’s add some data in your table by opening the Access database you have created earlier.

Step 1) Select the ‘Course’ table

Microsoft Access Tutorial

Steps 2) Select the Datasheet view option in the ribbon and add some data by entering the values in It. Updated Data will be Autosaved.

Microsoft Access Tutorial

Now let’s say You want to delete 4th row with ‘My SQL’ as Course name.

Step 3) Select the row by clicking on the leftmost column and Right Click on the row. The options menu will appear with the ‘Delete Record’ Option

Microsoft Access Tutorial

Step 4) Popup Window will appear to confirm the deletion of the record. Click ‘OK’

Microsoft Access Tutorial

Result:

Microsoft Access Tutorial

Summarizing views:

Datasheet View:

Displays in the view, which allows you to enter raw data into your database table.

Design view:

Displays the view, which allows you to enter fields, data types, and descriptions into your database table.

Forms in MS Access

  • A form is a database object that you can use to create a user interface for a database application.
  • It mainly used to ease the process of data entry or editing.
  • Data in a form can be selected from one or more tables.
  • Forms can also be used to control access to data, like which fields or rows of data are visible to which users.
  • Forms have a Form View.
  • Help you to display live data with easy creation of new data.

To understand form lets first create two new Record in Contact Table (from the prebuilt Contact Database discussed here)

Step 1) Select the ‘Contact’ table from Left Navigation.

Step 2) Create two rows by entering some relevant data in two rows.

Microsoft Access Tutorial

create Form, and then we will see how forms can be leverage for easy display, editing, and creation of new data.

How to Create a form

There are four primary ways to create the form as mentioned below:

  • Form Wizard
  • Form
  • Multiple Item
  • Split Form

Let’s have a look at each option to create the form, one by one:

1. Create using Form Wizard

This option allows the user to create the form with the wizard and select the column from the available list of column form in legacy Select window format.

Step 1) Click on ‘Form Wizard.’

Microsoft Access Tutorial

Step 2) System will display below the screen.

Microsoft Access Tutorial

Step 3) Select the columns which you want to be there in final form.

Microsoft Access Tutorial

Result: ID is selected

Microsoft Access Tutorial

Step 4) Keep selecting all required column as explained in Step 3 above and then click ‘Next.’

Microsoft Access Tutorial

Step 5) Layout selection box will appear which allows the user to select the different type of form layout. Click ‘NEXT’

Microsoft Access Tutorial

Step 6) Enter the name of the form as “Contact_Form” and click ‘Finish.’

Microsoft Access Tutorial

Result: Contact_Form now exist with all column displayed which are there in step 4 in the Selected column list.

Microsoft Access Tutorial

2. Create using Form

It is the simplest way to create the form which will:

  • By default, populate all the column from the selected table in ‘form view,’
  • The user can delete non-required column manually

Step 1) Select the table for which we want to create the form and click on ‘Form.’

Microsoft Access Tutorial

Step 2) Below window will appear.

Microsoft Access Tutorial

Step 3) Right-click on any cell which we don’t want to be part of final forms and click on ‘Delete.’

Microsoft Access Tutorial

Result: ‘Fax Number‘ field does not exist now.

Microsoft Access Tutorial

Step 4) Press ‘Ctrl+S’ and enter new Form Name as ‘Contact_Form2’. Click ‘OK’.

Microsoft Access Tutorial

Result: New form with the name as ‘Contact_Form2’ exists under the “Forms” section.

Microsoft Access Tutorial

3. Create form by ‘Multiple Item.’

It is another type wherein All the records already created will be displayed in Form with an option to Add new record.

Step 1) From the ‘Create’ tab. Click on ‘More forms’ and select ‘Multiple Items.’

Microsoft Access Tutorial

Result: Below Multiple lines, the window will appear

Microsoft Access Tutorial

Step 2) Press ‘Ctrl+S’. Enter the new form name and click ‘OK.’

Microsoft Access Tutorial

Result: New Form with the name as ‘Contact_Form_Multiple_Item’ exists under the “Forms” section.

Microsoft Access Tutorial

4. Create form by ‘Split from’.

It is a mix of simple form and split form in a way that this form provides the view of Form and datasheet in a split window.

Whatever the user enters in Form is visible directly in Datasheet view immediately and vice versa.

Step 1) From the ‘Create’ tab, click on ‘More forms’ and select ‘Split Form.’

Microsoft Access Tutorial

Result: Below window will appear with the Form and data sheet together.

Microsoft Access Tutorial

Step 2) Press ‘Ctrl+S’ and enter the new form name. Click ‘OK.’

Microsoft Access Tutorial

Result: New Form with the name as ‘Contact_Form_Split’ exists under the “Forms” section.

Microsoft Access Tutorial

Edit the existing record via Form.

  • One of the features of forms is that we can edit the values and data directly from the form.
  • It is more user-friendly because as compared to row format in the table, forms have better visibility of selected fields and the user can do the direct updates.
  • These values updated from forms will also be reflected in original tables immediately.

Let’s have a look at how to edit value from the form:

Step 1) Click on ‘Contact_Form’

Microsoft Access Tutorial

Step 2) Update some values on ‘Contact_Form’ value

Microsoft Access Tutorial

Step 3) Double Click on ‘Contact’ table.

Microsoft Access Tutorial

Result: Updated value is present in the original table record.

Microsoft Access Tutorial

Add a record to a Form.

  • Forms also give the flexibility to Add records.
  • Again, this is a user-friendly and appealing way of adding records as compared to adding records in a row form.
  • Here, we will take the Microsoft Access databases example of Split from ‘Contact_Form_Split’ created above.

Step 1) Open ‘Contact_Form_Split’

Microsoft Access Tutorial

Step 2) To Add record, click on ‘New (blank) Record Icon.’

Microsoft Access Tutorial

Result: New record window appear in:

  1. Form View and
  2. Datasheet View.

Microsoft Access Tutorial

Step 3) Manually fill the data from Form. Note that in split form all data will be automatically reflected in below data sheet as well.

Microsoft Access Tutorial

Step 4) Double Click on ‘Contact’ table.

Microsoft Access Tutorial

Result: New Record updated to ‘Contact’ Table added from Form ‘Contact_Form_Multiple_Item’

Microsoft Access Tutorial

Report

  • A report is an object in MS Access that is designed for formatting, calculating and printing selected data in an organized way.
  • It contains information from tables and also information that are there in the report design.
  • Reports are helpful as they allow you to present all information of your database in an easy-to-read format.

Let’s take an MS Access databases example of ‘Contact’ DB default report – ‘Phone Book.’

Step 1) Click on ‘Phone Book’ under ‘Report’ section. The system will open the inbuilt ‘Phone Book’ report.

It will display Contact Name, Home, Business and Mobile name displayed

for each record present.

Microsoft Access Tutorial

Step 2) Now suppose that we want to edit the report Heading from ‘Home’ to ‘Home Number.’ Right click and click on ‘Design View.’

Microsoft Access Tutorial

The system will open the Report in Design view.

Microsoft Access Tutorial

Step 3) Edit the name you want to update and Press ‘Ctrl+S’.

Microsoft Access Tutorial

Step 4) Double click ‘Phone book’ under reports

Result: Label is updated from ‘Home’ to ‘Home Phone.’

Microsoft Access Tutorial

Macro

  • Macro in MS Access is a time-saving feature that allows you to add functionality or automate simple tasks.
  • Steps that are of frequently used can be automated using a macro
  • It can add a quick and easy approach to link all other objects together to create a simple database application.

Let take an Microsoft Access databases example of ‘Contact’ DB default Macro – ‘AutoExec.’

Step 1) Click on ‘AutoExec’ under ‘Report’ section. The system will open the inbuilt ‘Welcome’ Macro. It will display Welcome note and other data related to contacts Database which has its code into default ‘AutoExec’ Macro

Microsoft Access Tutorial

Step 2) If you want to see the code behind this macro right click.

Microsoft Access Tutorial

Result:

Microsoft Access Tutorial

Module

  • It is a collection of user-defined functions, declarations, statements, and procedures that are stored together as a unit.
  • It perhaps a standalone object having functions that you can call from anywhere in your Access database.

MS Access databases example from ‘Contact’ DB

Step 1) Click on ‘modMapping’

Microsoft Access Tutorial

Result:

Microsoft Access Tutorial

Summary

  • Microsoft Access is a Database Management System offered by Microsoft.
  • Allows you to create tables, queries, forms, and reports, and connect with the help of Macros
  • MS-Access will enable you to link to data in its existing location and use it for viewing, updating, querying, and reporting.
  • Access consists of four main database objects: Tables, Queries, Forms, and Reports.
  • There are two ways to create Database in SQL Access:
  • Create Database from Template
  • Create a Blank Database
  • There are two ways to create Database in MS Access
  • Create a Table from Design View
  • Create a Table from Datasheet View
  • You can switch between the datasheet and the design view by just clicking the ‘View’ button in the top-left hand corner of the Access program.
  • A form can be created using Form Wizard, Form, Multiple Item, Split Form
  • Macro in MS Access database is a time-saving feature that allows you to add functionality or automate simple tasks.
  • A report is an object in MS Access that is designed for formatting, calculating and printing selected data in an organized way.
  • A Module is a collection of user-defined functions, declarations, statements, and procedures that are stored together as a unit.
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