CISY1225 Access 2

Spring 2010

Access 2007 Skills

• Importing Data
• Creating an Input Mask
• Creating a Lookup Field
 Access 2007 Skills
• Importing Data into Access
• Creating an Input Mask
• Creating a Lookup Field

What about those tables?

Access 2007 is a relational databases, which allows you to link
information in multiple tables. This feature enables one specific category
of information to be stored in each table and avoids repetitive data entry.
This guide will show you advanced techniques for customizing tables,
along with importing existng data into Access tables.

Importing Data into Access

You can create databases from pre-existing spreadsheets and tables by
importing or linking existing data into Access. These methods provide an
efficient way to keep your data up to date.

Importing Data from an Excel Spreadsheet

• From the External Data ribbon, locate the area labeled Import

• Click on the button labeled Excel

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Revised 2010 Sherwood
 • The Select the source and destination of the data view of the Get
External Data – Excel Spreadsheet window will appear

• From the Specify the source of the data area, click on the button
labeled Browse

• The File Open window will appear

• Navigate to the file you wish to import data from
• Click on the button labeled Open

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 • The name of your file will appear in the box labeled File name
• Confirm that the option button labeled Import the source data into a
new table in the current database is selected
• Click on the button labeled OK

• The Import Spreadsheet Wizard window will appear

• Confirm that the spreadsheet containing your data is selected
• Click on the button labeled Next

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 • If applicable, click to place a check-mark in the box labeled First Row
Contains Column Headings
• Click on the button labeled Next

• If you want to exclude information from your spreadsheet

o Click on the name of the field you want to exclude
o Click on the button labeled Do no import field (Skip)
o Repeat the previous steps for each additional field you wish to
exclude
• Click on the button labeled Next

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 • Click on one of the following option buttons to specify the primary
key (a unique value used to identify each record in your table)

If you wish to … Click on …

Let access define your primary key
Choose your own primary key
Assign the primary key later

• Click on the button labeled Next

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 • In the box labeled Import to Table, type a descriptive name for the
table you are importing (for example, tbl_EmployeeInformation)
• Click on the button labeled Finish

• The Save Import Steps view of the Get External Data – Excel
Spreadsheet window will appear
• Click on the button labeled Close

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 • Your table will appear in the Navigation Pane

Inserting a Linked Table from Excel

A link is an action that establishes a connection to data from another
application so that you can view and can edit the data in both the original
application and in Access. To link a table from a separate file:
• From the External Data ribbon, locate the area labeled Import

• Click on the button labeled Excel

• The Select the source and destination of the data view of the Get
External Data – Excel Spreadsheet window will appear

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 • From the Specify the source of the data area, click on the button
labeled Browse

• The File Open window will appear

• Navigate to the file you wish to import data from
• Click on the button labeled Open

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 • The name of your file will appear in the box labeled File name
• Confirm that the option button labeled Link to the data source by
creating a linked table is selected
• Click on the button labeled OK

• The Link Spreadsheet Wizard window will appear

• Confirm that the spreadsheet containing your data is selected
• Click on the button labeled Next

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 • If applicable, click to place a check-mark in the box labeled First Row
Contains Column Headings
• Click on the button labeled Next

• In the box labeled Linked Table Name, type a descriptive name for
the table you are linking (for example, tbl_EmployeeInformation)
• Click on the button labeled Finish

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 • A link to the selected table will appear in the Navigation pane (the
linked table may be identified by a blue arrow to the left of the Excel
icon)

Applying Field Properties

Creating an Input Mask
Sometimes called a field template, an input mask consists of literal display
characters (such as parentheses, periods, and hyphens) that format data
and provide some control over what values may be entered into a field. In
the following example, an input mask requires that all phone number
entries contain exactly enough digits to make up a U.S. area code and
telephone number.
If a field has an input
mask, you enter data into
the blanks

To create an input mask:

• From the Navigation pane, double-click on the name of the table you
wish to customize
• From the Home ribbon, locate the area labeled Views

• Click on the button labeled View

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 • The Design view of your table will appear

• In the column labeled Field Name, select the field to which you wish
to add an input mask
• Click on the tab labeled General
• Click in the box labeled Input Mask
• Click on the . . . button that appears to the right of the field

• The Input Mask Wizard window will appear

• Click on the button labeled Yes to save your table

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 • The Input Mask Wizard window will appear

• From the list that appears, select the input mask that you would like to
use (for example, Phone Number)
• Click on the button labeled Next

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 • Confirm that _ appears next to the box labeled Placeholder character
• Click on the button labeled Next

• Click on the option button labeled with the storage type you prefer (for
example, with the symbols in the mask)
• Click on the button labeled Next

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 • Click on the button labeled Finish

• Access will return to the Design view window and will display the
syntax of your input mask in the Input Mask field under the tab
labeled General

Requiring Field Data Entry

To ensure that data is entered into a specific field:
• Click on the tab labeled General
• Click in the field labeled Required
• Click on the down-facing arrow that appears to the right of the field
• From the drop-down menu that appears, select Yes

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 Creating a Lookup Column

A lookup column(s) displays a list of values to choose from when entering

data into a field. A lookup column may be created from an existing table
or by entering values.

Creating a Lookup Column from an Existing Table

• Open up your table in Design View
• Locate the name the of the field you wish to edit (for example,
EmployeeNumber)
• Click on the down-facing arrow next to the data type of the field
• From the drop-down menu that appears, select Lookup Wizard

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 • The Lookup Wizard window will appear
• Click on the option button labeled I want the lookup column to look
up the values in a table or query
• Click on the button labeled Next

• A list of the tables in your database (excluding the table you are
editing) will appear
• Click on the name of the table that contains the data you wish to use in
your lookup column (for example, tbl_EmployeeInformation)
• Click on the button labeled Next

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 • A list of the fields in the table you selected will appear

• In the box labeled Available Fields, click on the name of the field you
wish to include in your lookup column
• Click on the button labeled >
• Your field name will appear in the box labeled Selected Fields

• Repeat the previous steps until you have added all desired fields
• Click on the button labeled Next

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 • Click on the down-facing arrow next to the box labeled 1
• From the list that appears, select the field you wish to sort

• Repeat the previous steps until you have selected all fields you wish to
sort
• Click on the button labeled Next

• If necessary, adjust the width of the columns in your lookup table

• Click on the button labeled Next

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 • If desired, change the label for your lookup column
• Click on the button labeled Finish

• Save your table by clicking on the button labeled Yes

• A relationship will automatically be created between the tables

• Navigate to the Datasheet view of your table

• Your lookup column will be available to use for data entry

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 Creating a Lookup Column by Entering in Values
A value list should only be used for values that will not change very often
and that do not need to be stored in a table. For example, a list for bonus
percentages would work well in this type of lookup column.
• Locate the name the of the field you wish to edit (for example,
Bonus%)
• Click on the down-facing arrow next to the field name
• From the drop-down menu that appears, select Lookup Wizard

• The Lookup Wizard window will appear

• Click on the option button labeled I will type in the values that I
want
• Click on the button labeled Next

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 • Type the values you wish to appear in the lookup column
• If necessary, adjust the width of the column
• Click on the button labeled Next

• If desired, change the label for your lookup column

• Click on the button labeled Finish

• Navigate to the Datasheet view of your table

• If necessary, click on the button labeled Yes to save your table

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 • Your lookup column will be available to use for data entry

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Revised 2010