MGT 20600 Spring 2011
Due Date
Total Points
Objectives
Assignment 6
Check Concourse for the assignment due date.
15
In this homework you will demonstrate proficiency in the following:
 Creating relationships between tables
 Creating queries of the following types: single-table, multiple-table,
queries with calculated fields, parameter queries, make-table query,
update query, and delete query
 Creating and editing simple and multi-page forms
 Creating and editing a report
To Complete The Assignment:
1) Copy the MGT20600_A6_S11.accdb file from your section’s Assignment folder on the Courseware I:
drive to your computer’s desktop.
2) NEVER open or work on any files directly through WebFile!!!
3) NEVER open Access files from the I Drive or any other drive where you do not have write permissions!!!
4) Always enable macros when prompted.
5) When you are finished, save the file and copy it to the location where you keep your assignment
backups on the N: Drive. DO NOT DO A SAVE AS! If you’re working on the desktop of a campus
computer, make sure that you make another backup copy of the files you just finished onto a USB
Flash drive or in another directory on your N: drive. Any data saved on a computer’s desktop in a
lab is lost when you log out.
6) Very Important: NEVER open or work on any files directly through WebFile. Work this and all other
assignment files from the desktop in a cluster, a personal USB flash drive, or from a designated drive
on your personal computer, and make sure that you BACKUP your completed work on your N: Drive.
A. Complete the Documentation Form
1. Make sure that you have placed the MGT20600_A6_S11.accdb file on your computer’s desktop.
2. Before opening your file, rename your MGT20600_A6_S11.accdb file to
NetID-MGT20600_A6_S11.accdb where the prefix is your NetID.
(Example: littlefi-MGT20600_A6_S11.accdb)
3. Open the NetID-MGT20600_A6_S11.accdb database file. The first time you open your file, open
and complete the Documentation Form. You must enter accurate information. The Documentation
form will automatically provide the current date. Close the Documentation form when you are
finished entering your information.
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Assignment 6
B. Create Relationships Between Tables
1. Refer to the following figure and establish relationships between the appropriate fields in all tables
except the Documentation table. Make sure to maintain referential integrity and cascade update
related fields.
Figure 1: Table Relationships
C. Action Queries
1. Create a select query listing all the fields in the CUSTOMERS table. Limit your query to only
those premium customers. All premium customers will have a business name listed in BusName,
or have a code listed in the Credit Rating field, or both. Run the query to verify your results. You
should have 405 records. Change the query type to Make Table and name the resulting table
PREMIUM CUSTOMERS. Run the query again and make sure that a table called PREMIUM
CUSTOMERS actually appears in your table list. Save and name your query MakeTable (no
space). (You should have 405 records in the new PREMIUM CUSTOMERS table.)
2. Using the PREMIUM CUSTOMERS table that you just created, create a select query that lists the
BusName of all the businesses that have a listing in BusName, but do not have a Credit Rating
code. Run the query to verify your results. Create an update query that replaces the blank Credit
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Rating field with the capital letter “K”. Save your query as UpdateTable (no space). (30 blank
Credit Rating codes should be updated.)
3. Worm’s Turn doesn’t deal with billing and purchase orders anymore. The standard is credit cards.
Create another select query that will list all the fields in PREMIUM CUSTOMERS and show only
those customers whose preferred method of payment is Purchase Order and who don’t have a
credit card listed. These customers should be deleted from PREMIUM CUSTOMERS. After
running the select query to verify your results, change the query type to Delete Query and run it.
Save the query as DeleteTable (no space). (PREMIUM CUSTOMERS table should now contain
400 records.)
Please note that the PREMIUM CUSTOMERS table will NOT be used in any other queries in
this project.
D. Creating Multiple-Table Queries
For the following queries, you must be able to see the relationships in the query design window. If
you do not, you MUST go back to the relationships window and correct this. Be aware also that it is
possible that a query may actually result in a dynaset with no records.
1. The cost of water and electricity has gone up drastically, and therefore, the cost of raising
perennial plants to sell as mature plants has risen. Wholesale prices and retail prices for
perennials and tender perennials need to be changed. Create a query that lists the Item #,
Hardiness Code, Product, and Retail Price of all plants that are Perennials or Tender Perennials
and that have a Container Grown stock code designation. Exclude all plants that have a Retail
Price between $0.00 and $40.00 (includes $40.00). Sort the query in descending order by Retail
Price and save the query as Query1. (The resulting query should have 45 rows, 4 fields showing
and should be sorted correctly.)
2. A forgetful but well-meaning employee needs to contact a customer, but can’t remember who, and
did not write it down. You need to find a list of customers who match the description he has given
you. He only remembers that it was a customer who made somewhat large purchases during the
month of June, 2010. He also recalls from their conversation that the customer’s last name begins
with an R. Create a query that lists all customers who made purchases in June 2010 and whose
last name begins with the letter R. Their total purchases for the month (not including shipping
costs and taxes) should exceed $250. List FirstName, LastName and Telephone Num and sort
ascending by LastName. Name the query Query2. (The resulting query should have 1 row, 3
fields showing and should be sorted correctly.)
NOTE: Be careful of the field you use to calculate the customer’s purchases. Remember that
Retail Price is the actual selling price. Don’t forget about the quantity.
3. Create a query named Query3 that will count the number of transaction orders and identify when
the first transaction order and when the last transaction order was placed for each product type
during the year 2010. Select only the orders that were placed for the sales reps, Nancy Davolio
and Andrew Fuller. Display the First Date, Last Date, Order Count, and Product Type. Sort in
descending sequence by Order Count. Hint: There is a difference between the use of MIN and
MAX vs. FIRST and LAST. Your first record will list the following field values: 3/3/2010, 9/5/2010,
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16, and ECHINACEA. (The resulting query should have 106 rows, 4 fields showing and should be
sorted correctly.)
4. The boss is interested in the revenues generated by customers from Indiana and Illinois for the
summer season of 2010. Create three queries that show the total amount spent by customers
from Indiana, the total amount spent by customers from Illinois, and the total amount from both
states together. Calculate only the revenue for the months of June, July, and August. Use the
retail price to calculate their purchases and do not include shipping costs and taxes. Give the
resulting field names in your queries the same names as the query names respectively, Indiana
Total, Illinois Total, and Both Total. (Indiana Total should be $17,031.02, Illinois Total should
be $4,765.20 and the Both Total should be $21,796.22.)
E. Parameter Query
1. Worm’s Turn would like you to create a query that allows users to enter a Building Code and then
be able to view a dynaset that contains the Hardiness, Category, Type, Product, Retail Price
and Plant Location fields. Sort the dynaset in ascending order by Type and then by Product.
The prompt in the parameter box should read: Enter a Building Code: Save the query as
Parameter Query. Test your query by entering building codes (i.e., GH 1, MA, etc.). (Note: this
query will not be automatically graded, but you can do a self check. Run the query. If you have
created the query correctly, you should see the prompt Enter a Building Code: appear. Type in
the building code GH 2, and your answer should have 24 records displayed with the first record’s
product listed as BELGIAN ENDIVE/WITLOOF CHICORY. Remember, you should only see the
fields listed as specified above (6 fields). (Entering Building Code GH 1 for the prompt will
return 31 records.)
Compact and Repair your Database before proceeding.
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F. Creating Forms Based on Queries
Worm’s Turn would like a form that allows the sales associates to view customers’ orders, the details
of the orders, and grand totals. We will begin this form by creating the queries and subforms we’ll
need to create the final form.
1. Create a query in design view that lists customer’s ID, Transaction ID, Item #, Product,
Quantity, and Retail Price. You should have 2027 records in this dynaset. Save the query as
Transaction Information, and close the query.
2. Create a query in design view that lists the customer’s ID, Transaction ID, Delivery, Shipping
and 2 calculated fields:
a. A calculated field named Subtotal that calculates the subtotal of each transaction. (Quantity *
Retail Price) Remember, each transaction may have several items; therefore, make sure you
get only 1 subtotal for each unique transaction. Sort in ascending order by Transaction ID.
You should see each Transaction ID listed only once.
b. A calculated field named Taxes that calculates the sales tax amount based upon the subtotal
and a 5% tax rate.
(Quantity * Retail Price)*.05 You will need to apply the same aggregate
function here as in (a) above. Be sure to format these taxes as Currency.
You should have 1002 records in this dynaset. The subtotal for Transaction ID 612 should be
$379.22 and the tax amount should be $18.96. Save the query and name it Transaction
Calculations. Close the query.
3. Create a new Form in Design View and select the query Transaction Calculations as the record
source for this form on the Property Sheet. Add all existing fields from the Transaction
Calculations query on the form. Add the following adjustments:
Make the form itself about 4” wide.
Move the Delivery label to the left of the checkbox.
Make all label text bold. Align the labels right, and set the label text right-aligned as well.
Set the Visible properties for Transaction ID and Customer ID to No.
Align the text box controls as shown in Figure 2.
Add a calculated field to this form that adds Subtotal, Taxes and Shipping together. Format
the control as currency. This calculated field’s label should read Grand Total with Shipping
and Taxes and should be bold and right aligned.
g. Adjust ALL form controls so that all fields with visible properties not set to NO are properly
displayed in form view.
h. Save the form as Transaction Calculations Form and close the form.
a.
b.
c.
d.
e.
f.
Compact and Repair your Database before proceeding.
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Figure 2: Transaction Calculations Form
G. Creating Multipage Forms
1. Create a new form in Design View based upon the Customers Table. Add the first three fields of
the table to the form (ID, LastName, and FirstName). Save the form as Transactions Form.
Arrange and align the controls as shown in Figure 3 below.
In addition:
a. Re-size the form to 5.5 inches long and 9.5 inches wide.
b. Change the ID field’s label to read Customer ID:.
c. Make all label and control text bold, the font size 10, and adjust the width of the controls so
that all text can be read.
Figure 3: Transactions Form before adding Tab Control and Header
2. Add a Title control (form header) to the form and hide the form footer.
3. Insert a label in the header containing the form title Worm’s Turn Sales Information. Make the
label font color Green 5. Make the font bold and size the font to 24 pt. Center the control as best
as you can, and center the text within the control as well.
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4. Add a tab control to the form. Adjust the size of the tab control to match the form as shown below
in Figure 4.
5. Change the caption property for the first page of the tab control to read Purchase Details.
6. Change the caption property for the second page of the tab control to read Payment Details and
Shipping Information.
7. On the Purchase Details page of the tab control create a subform based on the Transaction
Information query you designed at the beginning of this project. Select all fields and make sure
you show Transaction Information for each record using ID as the connecting field (make sure that
the radio button Choose from a list is active, and do NOT choose Define my own.) Name the
subform using the name provided by Access.
8. In form view, one by one, select the customer’s ID and Transaction ID fields and hide them by
right clicking and choosing Hide Columns. Adjust the subform so that at least 12 records can be
viewed at once. Format the Retail Price as currency if necessary. Make all columns wide enough
to read all of the entries and be sure that the Product column width is set to at least 75 to
accommodate the longest entry. (Note: You can change this column width by right-clicking on the
column while in Datasheet View.) Delete the default label control that names the subform; it is
unnecessary. Examine Figure 4 below to help you check your work.
Figure 4: Finished Form, Tab 1 View
9. Add a subform to the second page of the tab control based on the Transaction Calculations
Form you created earlier. Show Transaction Calculation for each record in <SQL Statement>
using ID. Change the caption of the subform label to read Payment Details with 16 point bold
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font and change its background color to Green 4. Adjust the form to look as much like the
illustration below (Figure 5) as possible.
10. Show the field list for the Customers table (upon which your main form is based) and add the
following controls to the right of the Payment Details: Address1, Address2, City, State, Zip
Code, and Telephone. See the illustration in Figure 5 below; you will need to surround this area
with a border by using the Rectangle Control tool on the Design tab, and include a label that reads
Shipping Information, formatted exactly as the subform label in step 10. Adjust all controls to
look as close as possible to the illustration.
11. Save and close your multipage form. Be sure to name the form Transactions Form if you have
not already done so.
Compact and Repair your Database before proceeding.
Figure 5: Finished Form, Tab 2 View
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H. Create a Summary Report
The Worm’s Turn sales staff would like a summary report that summarizes sales for their 2009 tax
year. This report will be based on the following query:
Create a query in design view that lists the Type, Category, and a calculated field called TOTAL that
calculates the total revenue for each type of product during the fiscal year starting September 1st,
2009 and ending on August 31st, 2010. You should have 259 records in this dynaset. Save this query
as 2009 Fiscal Sales.
1. Using the Report Wizard, create the new report based on the 2009 Fiscal Sales query you just
created. You do not need to print out the report when you have completed it. If you get an error
message saying that you cannot create a report because you do not have a printer installed, go to
www.hp.com, download and install any printer driver. Access will assume that you then have a
printer and will allow you to build a report.
2. Review Figures 6 and 7 and design the report using the following specifications:
a) Use all the fields from the query in the sequence that they appear in the figure.
b) Group and sort the report on the appropriate fields.
c) The report should have a stepped layout, have a portrait orientation, and use the Concourse
style.
d) Save and name your report 2009 Fiscal Sales.
3. Adjust the format of the control in the Category Header area of your report design so that all
categories appear in upper case. (What symbol do you place in the format property to accomplish
this?)
4. Adjust column widths so that all field content is visible and similar to Figure 6 and 7.
5. Center the label containing the title of the report.
6. Move the control containing the date in the page footer and center it under the title of the report in
the report header. Change the control’s font color to black.
7. Add a label containing your NetID to the lower left side of the page footer where the date used to
be.
8. Add a control that calculates the subtotal of revenue for each Category. Format the control as
currency with bold font. The corresponding label should read Subtotal:.
9. Place a horizontal line above the text box control for Subtotal and change its border style to solid.
10. Add a control that calculates the grand total paid by everyone at the bottom of the report. Format
the control as currency with bold font. The corresponding label should read Grand Total:.
11. Place two aligned horizontal lines below the text box control for Grand Total:.
12. Make sure that all headers can be viewed completely; adjust as necessary.
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13. Align the data and the controls that contain the data in such a way as to look as nearly like the
example as possible. Should your report contain more than 14 pages with blank pages in
between, your report is too wide. To correct this, in design view, narrow the width of the report
page. (You might have to move some of your controls in order to narrow the page width.)
Compact and Repair your Database before proceeding.
This date will
differ on
your report
Figure 6: The First Page of the Report
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Your page numbers may differ slightly. If you
have an unreasonable number of pages in this
report and have blank pages, you should
narrow your report in design view and adjust
any controls that are causing the report to
enlarge.
Be sure to use
YOUR NetID
here
Figure 7: Last Page of the Report
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Assignment 6
Submitting the Assignment
All assignments are due in your personal CourseWare Dropbox folder on the I: drive on the
designated due date. Be sure to create a BACKUP copy of your completed assignment in your
personal N: drive just in case there is a problem with the file you have submitted. Keep the following
in mind when submitting the assignment:
1.
Make sure that the file that you are uploading is named
yournetID-MGT20600_A6_S11.accdb. The file MUST have this name in order to be graded.
2.
Make sure that you have SAVED and CLOSED your assignment file before uploading the
completed file to your personal CourseWare Dropbox folder. IMPORTANT: Make sure that
you double-click on your personal folder within the section’s Dropbox folder to open it before
placing your completed assignment in the folder.
3.
If after uploading your file, you find that you want to make changes to any of your answers,
simply upload the revised file and overwrite the previous file. Again, make sure that the
filename of the final submitted assignment is yournetID-MGT20600_A6_S11.accdb.
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