Automating Tasks With Macros

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Automating Tasks With Macros

Design a switchboard and dialog box for a graphical user interface

• Database developers interact directly with Access.

• However, often you do not want the user of the database to interact directly with Access; rather, you would provide an interface that removes the user away from the Access interface.

• A Graphical User Interface (GUI) is a collection of windows, menus, dialog boxes and other graphical components used to communicate with a program.

• Often, the first view of a custom GUI is a switchboard.

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What is a switchboard?

• The switchboard is a form that opens when you start the underlying database and is usually used to provide the user with a set of choices.

• This provides a well-organized interface for the user and eliminates the need for them to interact directly with the database window.

• This also makes it possible to hide the functionality from the user so that they cannot make changes to the database objects.

• The form you create for the switchboard is called a dialog box, which asks for user input in the way of a selection.

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An example of a switchboard

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Run and add actions to macros

• You can create a macro with a series of actions that will repeat these commands whenever it is invoked.

• An action is an instruction to Access to perform an operation, such as opening a form or displaying a query.

• You can also automate tasks with Visual Basic for

Applications (VBA) but it is easier for a beginner to create macros.

• With macros, you can simply select the actions you want from a list of actions.

• Once the macro has been created, you can add actions to it by editing the macro in the Macro window.

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Use the Macro window to add actions

• It is within the Macro window that you will supply the action name (chosen from a list), any comments you want to make, and the arguments for the action.

• Arguments are additional facts needed to run the action.

• Each type of action has its own set of arguments.

• A commonly used action is the Msgbox action, which will display a message to the user by way of a small form.

• Another commonly used action is the FindRecord action that will find the first record matching a set of criteria.

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The Macro window

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Single-Stepping a macro

• When you run a macro, the series of actions are executing one after the other.

• When you are testing a macro, sometimes it is useful to run the macro one step at a time.

• This is called single stepping and causes the macro to perform one action, then waits for you to step to the next action.

• This allows you to gain a clearer view of how the macro is working.

• When you single step through a macro, Access displays a dialog box called the Macro Single

Step dialog box.

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Use the Macro Single Step dialog box

• This Macro Single Step dialog box displays details about the next action in the macro.

• You have three choices as to how you want to respond:

– You can step through the macro one step at a time

– You can halt the macro

– You continue the macro

• Single-stepping is used to help you determine if you have placed the actions in the right order and whether the actions are working as you expect them to.

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The Macro Single Step dialog box

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Create a macro

• Start with a blank macro and then add the actions to it.

• Drag an action from the database windows into the macro window.

• Each type of object has a default set of arguments.

– For example, if you drag a table into the macro window, the default arguments are to open the table in datasheet view in edit mode .

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Create a macro

• Drag as many objects as you want to the macro window.

• You can either accept the default arguments or you can edit them to meet your needs.

• Run the macro and observe the results of the macro.

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Actions created by dragging specific objects

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Tile windows to improve efficiency

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Add a command button to a form

• On the toolbox, you have a command button tool that allows you to place a command button on a form.

• You can use the Command Button

Wizard to help you place the command button or you can simply place the command button yourself.

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Add a command button to a form

• Click the command button tool on the toolbox, move your mouse to the form and draw a box where you want the command button to appear.

• The default text on the command button will appear; however, you can change this and other properties on the command button's property sheet.

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An Access Form with a command button

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Attach a macro to a command button

• Once you have added a command button to a form, you can attach a macro to it.

• In most cases you will attach the macro to the command button's OnClick property.

• Whenever the user clicks on the command button, the attached macro will be executed.

• To attach the macro to the command button, right click the command button and then click on

Properties to display the command button's property sheet.

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Modify a macro’s property settings

• You can change the OnClick property to the name of the macro you want to run when the user clicks the command button.

• In the property sheet you can change the Caption property, which represents what is printed on the command button.

• If you prefer to have a picture on the button, you can choose one from the Picture Builder dialog box.

• For example, if the button will print a record, you might want to add a picture of a printer on the button.

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The Picture Builder dialog box

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Create a dialog box form

• A dialog box is actually a form with which the user interacts.

• You can add many different controls to the form such as command buttons, list boxes, text boxes, labels, etc.

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Create a dialog box form

• To create a dialog box, you begin by adding a blank form.

– You will probably want to change some of the form properties before you begin adding controls to the form

– To change the text that appears in the form's title bar, enter a new value in the form's caption property

– There are several other properties that you might want to set for the form depending on the particular application

– Each property can be set on the Property sheet

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An example of a dialog box

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Dialog box properties, settings, and functions

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Add a list box to a form

• On your dialog box, you might want to offer the user a list of choices.

• A list box is a control that displays a list of values that a user can brows through.

• You will usually add a label close to the list box to indicate what is contained in the list box.

• To add a list box to a form, choose the List Box tool on the toolbox and then move your mouse to the form in the position where you want the list box to appear.

• Once the list box is on the form, it can be sized and moved around just as you would any other control.

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A list box on a form in Design

View

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Use an SQL statement to fill a list box with object names

• The standard language for querying, updating, and managing relational databases is SQL (Structured

Query Language).

• Whenever you create a query in Access, Access is creating SQL statements to display datasheets according to the Query specification.

• If you want to view these SQL statements for a query, you can choose SQL view from the View menu.

• SQL uses the SELECT statement to specify what data is retrieved from a database and how it presents the data.

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Understanding SQL statements

• Just like any other language, there are rules of the language called syntax.

• In order to program in SQL you need to learn the rules.

• However, you can read an SQL statement created by Access and get a pretty good idea of what the statement does.

• The SQL statements match up with the query specifications; every choice made in the design window is reflected in the SQL statement.

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An example of an SQL statement

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Use the Switchboard Manager to create a switchboard

• First, create all the macros you will need for the switchboard and then create the switchboard that will execute the macros.

• You can use the Switchboard Manager to help you create the switchboard.

• The Switchboard Manager allows you to specify what buttons should be on the switchboard and identify the command to execute when each of the buttons is clicked.

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Switchboard considerations

• The Switchboard Manager allows you to create only one switchboard for a database; however, the switchboard can contain multiple pages.

• The main page of the switchboard will display when the switchboard opens.

• You can place buttons on the main page that will cause other pages in the switchboard to open.

• The switchboard manager is available on the

Database Utilities option on the Tools menu.

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An example of a macro group to be used for a switchboard

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The Switchboard Manager dialog box

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The completed switchboard

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