Office Automation Tools
Office Automation Tools
A) CBCS SEMESTER-III 1
Unit- I
MICROSOFT-EXCEL
Introduction
Excel is an electronic spreadsheet. Spreadsheet or worksheet stores information in the
memory of computer performs data manipulation and displays results quickly.
The spreadsheet application includes preparation of reports, investment analysis and
production analysis.
MS-EXCEL is used to perform
o Financial analysis
o Sales analysis
o Profit and loss analysis
o Mathematical analysis
o Statistical analysis etc.
We can enter data into the worksheet, perform calculation and generate graphs and charts.
Excel‟s basic file format is a workbook.
Excel worksheet can store huge amount of information as it has a number of rows and
columns in a sheet.
It has a number of menus and commands that help the user in creating a worksheet.
It is user friendly with GUI representation and the processing is very fast.
It has the facility to move within the document using the arrow keys.
It has a number of formatting features to format the information in the worksheet.
Each workbook can hold 255 worksheets.
By default excel workbook contains three blank worksheets.
An index tab bottom of the worksheet identifies each work sheet as sheet1, sheet2 etc.
Worksheets are made up of cells arrayed in columns and rows.
The rows are identified by numbers 1, 2….and the columns by letters like A, B, C.
Each cell has a unique address made up of the column and row tables like A1, B6 etc.
Spread sheet:
1. A Spread Sheet is a collection of rows and columns.
2. Spread sheet contains 1,048,576 rows and 16,384 columns.
3. The intersection of row and column is called as a cell.
Work book:
1. In MS-EXCEL, a file is saved as a work book.
2. A work book is a collection of one or more worksheets (Spread sheets).
3. A work book when opened appears with three work sheets- sheet1, sheet2, sheet3.
MS-Excel2007 screen displays several options to help you perform tasks efficiently. Click on a tab to
see a further explanation of what it does and how to use it.
Formula bar: It is located below the ribbon. The contents of the active cell always appear in the
formula bar. We use formula bar to enter and edit work sheet data.
Name box: The name box displays reference of the selected cells.
Rows and columns headings: Worksheet made up of rows and columns. Horizontal lines are called
as rows and vertical lines are called as columns.
Cell, Active cell and cell address: The area formed by the intersection of a row and column is
called a cell. The cell with the cell pointer is called active pointer is called active cell.
Worksheet area: This area contains all the cells of the current worksheet identified by column
headings, using letters along the top, and row headings, using numbers along the left edge with tabs
for selecting new worksheets.
Sheet tabs: Excel 2007 contains 3 blank worksheet tabs by default. Click on the intended tab will go
to the particular worksheet.
Status bar: It displays bottom of the screen. On the right and side zoom control and view buttons is
there and left hand side Ready, enter and edit modes is there. By default excel mode is ready mode.
Horizontal scroll bars: It is to move the worksheet area in left or right direction.
Vertical scroll bar: It is to move the worksheet area in top or bottom direction.
Home tab
Home tab contains the most frequently used options such as cut-copy-paste, font formatting,
alignment, Number, Conditional formatting, etc. All the options are used to format the data.
Home tab contain we have 7 groups: Clip board, Font, Alignment, Number, Styles, Cells, and
Editing.
Insert tab
We use Insert tab to insert the picture, charts, filter, hyperlink etc. We use this option to insert the
objects in Excel.
Insert tab contain we have 10 groups: Tables, Illustration, Apps, Charts, Reports, Spark lines,
Filters, Links, Text, and Symbols.
Page layout tab:
In Page Layout tab, we use to prepare the workbook for printing and exporting to PDF format.
Through this command, we can adjust the page in the way we want to see after printing.
In this menu tab, we have 5 groups: Themes, Page setup, Scale to fit, Sheet options, Arrange.
Formulas tab:
We use Formula tab to insert functions, define the name, create the name range, review the
formula, etc. In ribbon, Formulas tab has very important and most useful functions to make
dynamic reports.
Formulas tab contain we have 4 groups: Function library, Defined names, Formula auditing,
Calculation.
Data tab:
We use Data tab for the large amount of data. It is useful to import the data by connecting with the
server, and we can import data automatically from web, MS Access etc. And sort & filter are very
helpful options we have in Excel.
Data tab contains 5 groups: Get external data, Connections, Sort& filter, data tools, out line.
Review Tab
Review tab contains the editing feature, comments, track changes and workbook protection options.
Review tab contains 4 groups: Proofing, language, comments, changes.
View Tab
Every tab has its own importance in Excel ribbon in which View tab helps to change the view of
Excel sheet and make it easy to view the data. Also, this tab is useful for preparing the workbook for
printing.
View tab contains 5 groups:- Work book views, show, zoom, window, macros.
4). How to Create, save, open, close, prints and deletes a work sheet?
Creating a new workbook:
When we open MS-Excel, a new workbook will be opened. A work book contains three work
sheets- sheet1, sheet2, and sheet3.
Step1: Click the Office Button,
Step2: Select New
Step3: Click create button.
Or
Press ctrl + N.
Saving a workbook:
Step1: Click the save button on the quick access tool bar
Or
Press Ctrl+ S
Step2: Then the Save as dialog box appears, type the file name and click save button.
Opening a workbook:
To open an existing work Book, follow the below steps.
Step1: Click the Office Button
Step2: Select Open
Or
Press Ctrl+ O
Then the Open dialog box appears, select the file and click open button.
Printing a workbook:
Step1: Click on office button
Step2: Select print option
Step3: Click ok.
Renaming the workbook:
The SAVEAS option is used to rename the files. When we click on the Save as option the save as
dialog box appears to rename the file. Then enter the file name and click on the save button.
Closing the workbook: The CLOSE option can be used to close the current worksheet. (Or) press
Ctrl+ W.
5). Write about Entering data in worksheet.
To Enter Data in excel
1. Click on the cell.
2. Begin typing. (If you make a mistake. use the Backspace key)
3. Press Tab key to move the next cell.
4. Press Enter key to go to the next row.
Generally three types of data can be entered into worksheets: -
i. Text
ii. Numbers and
iii. Formulas.
Text Entry:
When the input starts with an alphabet in a cell, then it is treated as Text by MS-EXCEL. The text
is left justified in the cell. We can edit the alignment of text using formatting features.
Editing means changing default settings. You can edit data in your worksheet to copy, cut, remove
The Microsoft Office Clipboard contains COPY, CUT and PASTE options.
In the HOME TAB the EDITING group contains FIND, REPLACE, GOTO, and SORT &
Filter options.
To Edit a Cell’s Contents: Select the cell, Click the formula bar, and edit the cell contents.
And press enter when you finish.
Copying and Pasting Data: To move a copy of your data from its current location to a new
location:
Select the cell or range of cells containing the data you wish to copy.
From the Clipboard group of the Home tab, click on the Copy button.
Click in the destination cell for your data.
From the Clipboard group of the Home tab, click on the Paste button.
Cutting and Pasting Data: To move your data from its current location to a new location.
Select the cell or range of cells containing the data you wish to cut.
From the Clipboard group of the Home tab, click on the Cut button.
Click in the destination cell for your data.
From the Clipboard group of the Home tab, click on the Paste button.
Deleting data:
To delete data in a cell, you just Select them and press delete.
Undo and Redo:
The undo command is used to cancel the most recent action.
The Redo command is used to recall the actions cancelled by the undo command.
Find and Replace: Find and Replace features is useful to locate data in the worksheet and replace it
with new data.
Find data: On the Home tab, in the Editing group, click Find.
1. In the Find what box, type the text that we want to search.
2. To find each word or phrase click, Find Next.
3. To find all words at one time, click Find All.
Replace data: On the Home tab, in the Editing group, click Replace.
1. In the Replace with box, type the replacement text.
2. To find the next occurrence of the text, click Find Next.
3. To replace an occurrence of the text, click Replace.
4. To replace all occurrences of the text, click Replace All.
To insert a Column or row: Place the mouse pointer where you want to insert column or row.
From the cells group of the home tab click insert option
To delete a column or row: Place the mouse pointer where you want to insert column or row.
From the cells group of the home tab click delete option.
To insert comment: Select the cells where you want to insert a comment and click the review tab on
the ribbon. Click the new comment button in the comments group. Type a comment, then click
outside the comment text box. Point to the cell to view the comment.
7). Explain Number Formatting in Excel.
Formatting: Formatting means to change the default setting on a worksheet.
2. Then the following options displayed like General, Number, percent, currency, accounting, date,
time and text etc.
General: The general format is default number format, if the cell is not wide enough to show the
entire number, the general format rounds numbers with decimals and uses scientific notation for
large numbers. We can reset a number format to general format Ex: 256
Number: It is similar to number format, but it allows to specify number of decimal places and sign if
the number of decimal places is 2. A number 256 represented as 256.00
Currency: It is similar to number format, it has currency symbol as prefix. If you have selected „$‟ as
a currency symbol. A number 256 represented as $256.00
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Percentage: It multiplies the cell value by 100 and display with a percentage symbol. Ex: 25600.00%
Scientific: It displays the numbers with +E or –E, ex: 1.23+E02 means 1.23 * 10 power 2.
Text format: Text format cells treated as a text even a number is in the cell. The numbers are left
aligned in this format.
Cell referencing: The cell address is known as the “cell reference”. The cell referencing is used in
formulas. It can be a single cell address like D5 or a group of cells such as D5:D10.
The three methods of referencing cells are:
1. Relative referencing
2. Absolute referencing
3. Mixed referencing
1. Relative Referencing:
Excel recalculates any formula, when formulas are moved. They automatically change relatively to
the location to which they are moved. This is known as relative referencing.
Example: Suppose, if the cell C2 contains the formula =A2+B2, whenever we copy this formula to
the next row i.e. C3 then the formula in C3 is =A3+B3.
2. Absolute Referencing:
In absolute referencing the formula will not change relative to the position, when the formula is
moved or copied. In absolute address „$‟ sign is used to indicate the absolute position of the cell
address.
Example: The formula using Absolute reference =$A$2+$B$2
3. Mixed Reference: cell reference containing both relative and absolute reference.
Example:
$A10+$B10: Formula with absolute column reference and relative row reference.
While copying or moving the formula, Column A, B is fixed and row 10 varies.
A$10+B$10: Formula with absolute row reference and relative column reference.
While copying or moving the formula, Columns A, B vary and row 10 is fixed.
4. Click on the 'Auto Fill Options' box, which will appear at the end of your selected range of
cells. This will give you the following different options:
Copy Cells - copy the initial cell across the selected range;
Fill Series - fill the selected range with a series, starting with the initial cell value;
Fill Formatting Only - fill the selected range with the formatting, but not the values of the
initial cell;
Fill Without Formatting - fill the selected range with values, but do not copy the formatting
from the initial cell.
Ex: Auto-fill Text Values.
The Excel Auto fill will generally fill a column with text values by repeating the value(s) in
the first cell(s).
Months (abbreviated or full names):
Custom fill:
We can also create a list that is displayed like auto fill is known as the custom fill. It can be achieved
as by selecting the custom list option. To do these follow these steps.
Step1: click office button
Step2: choose “Excel Options” in the lower right corner of the menu.
Step3: in the displayed window click on “edit custom list” option.
Step4: In that window select new list and type required data click Ok button.
Unit-II
Formatting options
1). Write about formatting features are in excel:
Formatting Cells: In Ms-Excel, Formatting means to change the default setting of worksheet, row
column, cell etc. Ms-Excel provides various formatting features to create a worksheet more
impressive. They are:
Change the Row height
Change the column width
Alignment of cell values.
Changing font, font size, color etc.
Showing borders to the cells etc.
Steps:
In the Home tab cells group, select Format option.
It will display Row height, Column width:
Change the row height: if you want to change “ROW HIEGHT” in Excel follows the given steps
Format Text: if you want to change the font name, font size, font style, borders, fill color and color
we use the format text option.
Format values: If you want to change the number format we use this option.
To copy Formatting with Format painter: Select the cells with the formatting you want to copy
and click the format painter button in the clipboard group on the home tab. Then select cells you
want to apply the copied formatting to.
To change cell alignment: Select the cells and click the appropriate alignment button ( Align left,
center, Align right) in the alignment group on the home tab.
To Add Cell Borders: Select the cell, click the border button list arrow in the font group on the
Home tab, and select a border type.
To add cell shading: Select the cells, click the fill color button list arrow in the font group on the
Home tab, and select a fill color.
To apply a document theme: Click the page layout tab on the ribbon, click the themes button in the
themes group, and select a theme from the gallery.
To insert header or footer: Click the insert tab on the Ribbon and click the Header & footer button
in the text group enter header text.
FUNCTIONS
In the above example, the function name is Sum and the argument for the function is the range
“D2:F2”.
Parts of Functions:
Every function in MS-EXCEL contains two parts. They are
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Advantages of functions:
1. Functions are in-built, so the user need not write the functions to use it.
2. Functions are used to calculate simple and complex computations.
3. Complex calculations can be done easily and quickly using functions.
4. The result provided by the functions is accurate and reliable.
5. Some functions like IF helps to check the arguments and shows results based on the values.
6. Functions are used in our day to day activities to find the interest rate on deposits, repayment
of loan amount etc.
4. Gcd ( ): This function returns the greatest common divisor of two or more numbers.
5. LCM ( ): This function returns least common multiple of two or more numbers.
Statistical functions: Statistical functions perform statistical analysis on ranges of data. These
functions will take up to 30 arguments.
1. Sum( ): This function adds all the numbers in a range.
2. Average ( ): This function returns the average value in a set of values on a worksheet.
Syntax: =Average (cell number: cell number) Example: =Average (A1:A10)
5. Count ( ): Counts the number of cells that contain numbers within the list of arguments.
Syntax: =count (cell number: cell number) Example: =count(A1:A10)
6. Mode ( ) : It returns a number, which occurs more number of times in the specified list.
Syntax: mode (number1, number2, …)
7. Rank ( ): It is used to find the rank of a given number with in the specified list of values. Use
absolute address for reference and relative address for number.
A B C D E
1 S1 S2 S3 TOT RANK
2 55 96 87 244
3 77 78 88 249
4 86 87 88 249
5 67 56 67 196
To find rank of cell d2 by comparing the cells d2 to d5, type function in e2.
=rank(d2,$d$2:$d$5)
D2 is the number to which you are finding the rank.
Engineering functions: These functions are used to perform engineering operations like converting
data from one format to other format etc.
2. And( ): This returns TRUE if all its arguments are TRUE; returns false if one or more arguments
are FALSE.
3.OR( ): This returns TRUE if any condition is TRUE; returns FALSE if all conditions are FALSE.
Date & Time functions: These functions work on date and time values.
1. TODAY ( ): This function returns the current date. This function does not require any
argument.
2. NOW ( ): This function returns the current date and time. This function also does not require
any argument to be given by the user.
3. DATE ( ): This function returns the number that represents the current in Microsoft excel
format.
Syntax: date (year, month, day) Example: date (2012, 12, 4) Result: 12/4/2012
4. DAY ( ): This function returns the day of the month from te given date. If 12/4/2012 is given
date in A1 cell, then the function returns 4,
5. MONTH ( ): This function returns the month from the given date. If 12/4/2012 is given in A1
cell then the function returns 12.
6. YEAR ( ): This function returns the year from the given date. If 8/3/2012 is given in A1 cell,
then this function returns 2012.
7. TIME ( ): This function returns a time format when hours, minutes and seconds are given as
numbers. Syntax: Time (hours, minutes, seconds)
Text functions: These functions, generally, will work on string values (text). Some functions will
take text and/or numbers as input and give text output; some take text as input and give numeric
output.
1. Char(): This function returns ASCII characters. The range is (0-255).
Syntax: =Char (number) Example: =Char (65) Output: A
8. Financial functions: Excel financial functions can be used to determine changes in dollar value
of investments and loans and other financial transactions. Most of the financial and cost
accountants use excel financial functions for their work. Some of the financial functions are:
1. RATE ( ): It calculates the rate of interest per period.
Syntax: RATE ( nper, pmt, pv, fv, type, guess)
Where
nper – Total payment period.
Pmt – Payment made per period
Pv – Present value of the total amount.
Fv – Future value
Type – number 0 or 1 depending on whether the payment is to be made at the end of the period or
at the beginning respectively.
RATE
Data Description
4 Years of the loan
-200 Monthly payment
8000 Amount of the loan
1% Monthly rate of the loan with the above terms (1%)
9.24% Annual rate of the loan with the above terms (0.09241767 or 9.24%)
RATE(B21*12, B22, B23)*12
2. FV( ) : It calculates the future value of any investment
Syntax: fv(rate, nper, pmt, pv,type)
rate – periodic rate of interest
Nper – total payment period
Pmt –payment made per period
Pv – present value of the total amount
Type – number 0 or 1 depending on whether the deposit is to be made at the end of the period or at
the beginning respectively.
FV
Data Description
6% Annual interest rate
10 Number of payments
-200 Amount of the payment
-500 Present value
1 Payment is due at the beginning of the period
$2,581.40 Future value of an investment with the above terms ( 2581.40)
FV(B12/12, B13, B14, B15, B16)
4.NPER( ): It calculates the number of payment periods required to calculate the investment to a
specified future value.
Syntax: nper(rate, pmt, pv,fv,type)
NPER
Data Description
12% Annual interest rate
-100 Payment made each period
-1000 Present value
10000 Future value
1 Payment is due at the beginning of the period
59.67386567 Number of periods =60
NPER(B3/12, B4, B5,B6,1)
5. NPV ( ) : Calculates the net present value of an investment by using a discount rate and a series of
future payments (negative values) and income (positive values).
Syntax : NPV(rate,value1,value2, ...)
Rate is the rate of discount over the length of one period.
Value1, value2, ... are 1 to 254 arguments representing the payments and income.
Value1, value2, ... must be equally spaced in time and occur at the end of each period
NPV
Data Description
10% Annual discount rate
-10,000 Initial cost of investment one year from today
3,000 Return from first year
4,200 Return from second year
6,800 Return from third year
$1,188.44 Net present value of this investment (1,188.44)
NPV(A3,A4,A5,A6,A7)
Unit-III
Charts
1) What is a chart? How to create charts in MS excel.
Chart: A chart is a graphical representation of numerical data in a work sheet. Charts
make data easy to read, understand and analyze. By using excel we can create 2
Dimensional and 3 Dimensional charts.
Creating charts:
1. Select the data in a worksheet
2. Insert tab charts group click create chart option
3. Then the Insert Chart dialog box appears.
Column chart:
It compares the values across the category but displays them in vertical bars. The
height of the column is proportional to the value of the data point according to a scale.
Line chart:
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The data points in a series are equally spaced horizontally. The points in a series are
joined by a single line.
Pie charts:
It displays the contribution of each value for a total value. The Pie chart is drawn for
the first data series when more than one data series is selected.
Bar charts:
It also compares the values across the category but displays them in vertical bars. The
length of the horizontal bar is proportional to the value of the data point according to
a scale.
Area chart:
The data points in a series are equally spaced horizontally. The points in a series are
joined by straight lines.
Scatter (xy) chart:
In XY chart two or more data series are plotted. The first data series is plotted on X-
axis and the result of the series are plotted on Y-axis.
Stock charts:
Three series must be selected to display stock charts. For example - high, low and
close values of a stock price. The chart consists of a vertical line between high value,
low value and closing value.
Surface chart:
A surface chart is useful, when we want to find optimum combination between two
sets of data.
Doughnut chart:
The doughnut chart is like a pie chart, but the circle has a hollow center and more
than one series may be shown in it.
Bubble chart: it is similar to scattered chart, it compares 3 sets of values, the third
value displays at the size of the bubble marker.
Radar chart:
Data that is arranged in columns or rows on a worksheet can be plotted in a radar
chart. Radar charts compare the aggregate values of a number of data series.
Data Markers: Data markers are the bars, lines, dots, pictures or other elements used
to represent a particular data point (a single value in the series). When charts have
more than one data series, the markers for each series look different.
Axes: MS- EXCEL uses three axes - X, Y and Z axes. Usually the X-axis can be seen
horizontally (left to right) and Y-axis is vertically (bottom to top). In 3-D charts, the Z-
axis displays vertically and the X and Y axes are at angles to display values.
Category Names: Category names are worksheet labels for the data being plotted
along the X-axis. Some charts show labels on Y-axis.
Legend: Legends are displayed in a box. A sample of the colour, shape or pattern is
used for each data series.
Gridlines: These are the lines that are displayed on chart horizontally and vertically
to show X and Y axes.
Data table: It is the source of data for plotting the chart.
Explain Data sorting features in Excel?
Sorting is the process of arranging the data in Ascending or Descending order.
Procedure to Sorting data
Step1: Select the range of cells you want to sort.
Step2: Select sort and filter group from the Data tab.
Step3: Click the Sort command to open the Custom Sort dialog box
Step4: Click the drop-down arrow in the Column Sort by field, and then choose one of the
option.
Step5: Choose what to sort on. In this example, we'll leave the default as Value.
The spreadsheet has been sorted. All of the categories are organized in alphabetical
order.
In the Settings tab, click List in the Allow drop-down list like whole numbers,
decimal, list, date, time etc.
By default, the Ignore blank and In-cell Dropdown check boxes are selected.
Do not change them.
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Sometimes, when dealing with more complex problems, the Goal Seek feature cannot provide the
kind of forecast or analysis you are looking for. In this type of situation, Excel 2010’s Solver feature
might be able to help.
The Solver is an Excel feature that is designed for optimizing systems of equations subject to specific
constraints.
The Solver can be used to find optimal solutions for linear programming problems involving multiple
equations and multiple unknowns.
An optimal solution might be one that maximizes profit, or it could be one that minimizes costs.
Basically, the optimal solution will depend on the context of the situation and what you are looking
for.
UNIT-IV
Microsoft Access
What is MS Access? Explain its features.
Features:
Access there are four major areas, they are:
Tables: It is Collection of rows and columns, used to store data in database.
Queries: Question or requesting, designed based on tables.
Forms: Used to view data stored in our tables
Reports: Used to print data based on queries/tables that you have created.
Microsoft Access is a simple desktop application for individual users and
smaller teams.
The MS Access software can be used efficiently in organizing, the database.
In MS Access Entering of data, data manipulation, and data retrieval etc. works
can be done easily.
Therefore MS Access e called as „database management system‟ i.e. DBMS.
Previously the data so collected, preserved in appear files manually written.
When it is required in future, searching of those preserved files becomes very
difficult. Therefore such problems can be avoided using MS Access.
By using MS Access we can eliminate Duplication of data.
We can prepare the forms, reports with the available data in tables in MS
Access.
By using data types we can store individual data items like text, numbers,
sound, date pictures etc.
„Macros‟ technique may be used to avoid repetitive works for simple data.
For large size database, „modules‟ technique can be used in MS Access in
avoiding repetitiveness.
Import and export to other Microsoft Office and other applications
A user friendly feature „Tell Me‟ for assistance is available.
Queries: - Query means question or requesting, the user can arrange the data into
meaningful steps or pieces by using queries. The result of a query is displayed in the
form of datasheet.
Forms: - Forms displays the data from a particular table or query as required by the
user. The required records and fields are placed in the forms and can be edited
according to the need of the user.
A form can be saved separately and in case of need it can be modified, deleted within
the respective table.
Report: -A report displays the information in a format of user‟s choice. Reports are
used to organize our data for a structured presentation. We can use the reports to
manipulate the data into groups and subtotals based on queries, so that only the data
that meets our criteria is printed. Reports can also be based on queries. So that only
the data meets our criteria are printed.
Step4: In the displayed window click template category in the list and click the
template we want to use like featuring, local templates, business, personal, sample,
education etc. Then click create or click blank database option.
Step6: Finally click create button in the right corner of the window.
Parts of Access
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Active Component: This area is linked to the database component area and shows the active
component you have clicked on from the list.
Help Button: This button is a useful tool because often times it will answer many question
you have about something in Access.
What is Table and what are the different ways to create table in access?
How to create a Table in design view?
How to create a table without using wizard?
Tables: - A table is a basic element of the database. A table consists of rows and
columns. The rows are called records. Each row in the table represents a single record
and columns called as fields. Generally field names empno, ename, job, sal etc.
Generally we can create tables in three ways. 1. Design view 2. Data sheet view 3.
Table wizard.
Creating table using design view:
Creating a table in Design view is very common because it offers several benefits. In the Design
view, we can create field names, data types and any field descriptions in the upper window pane.
Properties and field attributes for each field display in the bottom pane of the design view
window.
1. Click on Start buttonProgramsMS Office 2007 Microsoft Access2007.
2. Select Blank Access Database option to create a new database.
3. Click on Home tab Select views groupclick view button select design view.
4. Then it will display save as dialogue box in that window enter the table name and click ok.
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5. The design view of a new table will open for toy to start typing in field names, data types,
and descriptions.
6. Type in the first field name and press Tab or Enter to moves to the data type.
7. Select the data type you want from a dropdown arrow and press Tab or Enter again to
move to the description field.
8. The description field optional, it is use for directions to the person input the data.
9. The Table window displays as shown in below format.
10. Now type the field name and select the data types.
11. Field description: This description is optional; but helps us to remember the purpose of
the particular field.
12. Save the table and enter the data.
Write about data types in MS Access.
Data types: Data types will decide what kind of values need to hold into the field
names. MS – ACCESS supports the following data types.
Text: The field can contain any characters. The Field Size property defines the
maximum number of characters. The maximum cannot be above 255 characters.
Number: The field can contain a number. The Field Size property defines what
kind of number:
Memo: Like a text field, but the maximum number of characters is 65,535.
Access takes more time to process a memo field, so use text fields if sufficient.
Currency: Stores numbers and symbols that represent money.
Date/time: It is used to store date or time.
Yes/No it stores Boolean values (true/false)
OLE – Object: It is used to store objects created in other programs such as
graphic, excel spread sheet or word document.
Hyperlinks: It is used to store clickable links to web pages on the internet or files
on a network.
Lookup wizard: A wizard that helps to create a field whose values are selected
from another table, query or list of values.
Attachment: It is used to attach files and images to the database.
What is a Form? What are the different ways to create a form? Explain the procedure to
create using the Form Wizard.
In access forms can be used to create a friendly data entry interface to enter information into
tables and / or queries.
Many forms provide a customized interface for to enter new records into tables and you to format
and print individual records. With the help of queries and relationships, they allow you to enter
data into more than one table at a time.
Different ways to create form:
Design view
Form wizard
Auto Form: Columnar
Auto Form: Tabular
Auto Form: Data Sheet
Chart wizard
Create a form – using Design view: If you wish to design a form according to your taste without using
standard predefine designs, and then we go for design view.
Procedure:
Click create tab and select Forms group and then click Form design.
Now you can use control buttons and then use your own design.
Step2: On the Create tab, in the Forms group, click More Forms, and then click Form Wizard.
Then it will display Form wizard dialogue box
Auto Form: Columnar: Displays only one record at a time. Data for each record is displayed
vertically. Technically, columnar form's Default View property is set to Single.
Auto Form: Tabular: The field in each record appear on one line, with the labels displayed once at
the top of the form.
Auto Form: Data sheet: The fields in each record appear in row and column format, with one
record in each row and one field in each column. The field names appear at the top of each column.
Chart wizard: Dynamically analyzes information and summarizes it into a chart.
Unit – V
Finding, sorting and displaying data
What is query? Explain creating and using select queries in MS Access.
Queries: - Query means question or requesting, the user can arrange the data into meaningful
steps or pieces by using queries. The result of a query is displayed in the form of datasheet.
Step1: Select the Create tab in the toolbar at the top of the screen. Then click on the Query
Design button under the other group.
Step2: highlight the tables that you wish to use in the query. In this example, we've selected the
Employees table and clicked on the Add button. When you are done selecting the tables, click on
the Close button.
Step3: Add the fields to the query. You can do this by double-clicking on the field name. In this
example, we've added the LastName, FirstName, and Address fields.
Step4: Then click on the Save button at the top left of the window. The Save As window should
appear. Enter the name that you'd like to assign to the query and click on the OK button. In this
example, we've saved the query as Query1.
A sort that includes more than one sorted field is called a multilevel sort. First we apply an initial
sort, and then further organize data with additional sorts. For instance, if you a table contain
customers and their addresses, first we must choose the records by city, and then further sort them
alphabetically by last name.
When more than one sort is included in a query, Access reads the sorts from left to right. This
means the leftmost sort will be applied first. In the below example, customers will be sorted first by
the City and then by the Zip Code within that city.
File: A collection of information stored together in a computer under a particular name: to access/
copy/create / delete/ save a file.
Keeping all the data elements in a single file is known as flat file.
Every file on the same disk must have different name. a file contain information. For example your
application will be kept on file. Collection information on the missing childs.
Files disadvantages:
No data type support
It will not support automatic error handling.
It will not support dynamic memory allocation.
It support limited information
It provides poor security.
It will not support multiple users.
Data retrievals and manipulations are time taking process.
Relational database: Relational database management system.
Data base: It is a collection of “Related and Meaningful information “stored centrally at one
location.
Storing different elements in different tables or databases, and programming relationships
between them is known as relational database.
The main objective of database is record the history for the future use.
The data base always stores the data in the hard disk in form of records.
Program data independent
Controlled duplication of data
High sharing
High reliable
Processing speed is high.
Easy to maintain.
What is relationship? Explain relationship types.
Relationship:-A relationship is an association among entity for example, a relationship exists between
CUSTOMER and AGENT can serve many customers and each customer may be served by one
customer.
AGENT SERVES CUSTOMER
Many- to- Many Relationship: - A student can take many classes and each class can
be taken by many students.
One –to- one relationship: - Each employee is assigned exact only one parking place
and each parking place must be assigned one employee.
After we have created a table for each subject in our database, we must provide Office Access 2007
with the means by which to bring that information back together again when needed. You do this
by placing common fields in tables that are related, and by defining table relationships between your
tables. You can then create queries, forms, and reports that display information from several tables
at once.
Create a table relationship
You can create a table relationship in the Relationships window, or by dragging a field on to a
datasheet from the Field List pane. When you create a relationship between tables, the common
fields are not required to have the same names, although it is often the case that they do. Rather, the
common fields must have the same data type.
Create a table relationship by using the Relationships document tab
Step1: Click the Microsoft Office Button , and then click Open.
Step2: In the Open dialog box, select and open the database.
Step3: On the Database Tools tab, in the Show/Hide group, click Relationships.
If you have not yet defined any relationships, the Show Table dialog box automatically appears.
If it does not appear, on the Design tab, in the Relationships group, click Show Table.
Step4: The Show Table dialog box displays all of the tables and queries in the database.
Step5: Select one or more tables or queries and then click Add. Then click close.
Step6: Drag a field (typically the primary key) from one table to the common field (the foreign key)
in the other table.
Step7: Verify that the field names shown are the common fields for the relationship. If a field name
is incorrect, click on the field name and select the appropriate field from the list.
Step8: Click Create.
Step1: Click the Microsoft Office Button , and then click Open.
Step2: In the Open dialog box, select and open the database.
Step3: On the Database Tools tab, in the Show/Hide group, click Relationships
If you have not yet defined any relationships and this is the first time you are opening the
Relationships document tab, the Show Table dialog box appears. If the dialog box appears, click
Close.
Step4: On the Design tab, in the Relationships group, click All Relationships.
All tables that have relationships are displayed, showing relationship lines.
Step5: Click the relationship line for the relationship that you want to delete. The relationship line
appears thicker when it is selected.
Step7: Access might display the message Are you sure you want to permanently delete the
selected relationship from your database?. If this confirmation message appears, click Yes.
If we need to share information from our database with someone but don't want that
person to actually work with your database, consider creating a report.
Reports allow you to organize and present your data in a reader-friendly, visually
appealing format.
We can perform the following tasks on forms.
Create a report
Modify the report
Print reports
Creating reports:
Reports give you the ability to present components of your database in an easy-to-
read, printable format.
To create a report:
1. Open the table or query we want to use in your report. We want to print out a
list of last month's orders, so we'll open up our Orders Query.
2. Select the Create tab on the Ribbon Reports group and Click
the Report command.
3. Access will create a new report based on our object.
4. To save our report, click the Save command on the Quick Access toolbar.
When prompted, type a name for your report, then click OK.
Deleting fields:
If our report contains some fields we don't really need to view. For instance, our
report contains the Zip Code field, which isn't necessary in this list of orders.
We can delete fields in reports without affecting the table or query.
To delete a field in a report:
1. Click any cell in the field you want to delete.
2. Press the Delete key.
Printing and saving reports in Print Preview
Print command is used to print reports. , we can also use Print Preview. Print
Preview shows you how your report will appear on the printed page. It also allows
you to modify the way your report is displayed, print it, and even save it as a
different file type.
To print a report:
1. On the Home tab of the Ribbon, click the View command and select Print
Preview from the drop-down list.
2. Your report will be shown as it will appear on the printed page.
3. If necessary, modify the page size, margin width, and page
orientation using the related commands on the Ribbon.
4. Click the Print command.
5. The Print dialog box will appear. Set any desired print options, and then
click OK.
Saving reports:
You can save reports in other formats so they will be viewable outside of Access.
This is called exporting a file, and it allows you to view and even modify reports in
other formats and programs.
Access offers options to save your report as an Excel
file, text file, PDF, XPS file, email attachment, rich text file, or HTML
document.