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assignment4.docx
assignment4.docx
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PART 4: ACCESS DATABASE (COMPANY PROFILE)
You’re excited about your Excel personnel data spreadsheet but realize it won’t be long before your
manager wants to track additional employee information or require other types of personnel reports.
You determine moving this data into Access is the way to go! Thinking proactively, you also decide you
could create a form to easily add to your personnel database going forward, and creating a report to
serve as a company directory would be handy for the office or a great addition to next month’s
newsletter! Follow the instructions below to complete your assigned MS Access project.
1. Open your CompanyProfile_MEID.xlsx file from Part 3 (above) and do the following: Save the file
with a new file name “CompanyProfile-Import.xlsx.” Delete Row 1 (with your Personnel Data
spreadsheet title). Delete your Employee and Years of Experience totals. Delete the PivotTable.
Delete the pie chart. 2. Create a new blank Access database. 3. Save the Access database as
“PersonnelData_MEID.accdb.” Note: Replace MEID with your MEID number. 4. Import your
CompanyProfile-Import.xlsx Excel spreadsheet as external data. Select Sheet 1 (or what you named your
sheet in your personnel data spreadsheet) and be sure to check the First Row Contains Column
Headings. Let Access assign the Primary Key. Change the Sheet 1 tab name to Personnel. Once you finish
your import, open the Personnel table to verify your data has imported correctly and is sorted in
ascending order by Employee Name. 5. Make the following field property changes: Employee Name:
Change the field size to 50 and the caption to Employee Name. Note: Increase the field size if needed to
match the longest Employee Name you created and entered. Department: Change the field size to 15
and the caption to Department. Office Location: Change the field size to 9 and the caption to Location.
Years of Employment: Change the field size to 2, the data type to number, and the caption to Years
Employed. 6. Save the design changes. Choose yes when you receive the some data may be lost
warning. 7. Create a new form with a title of Company Profile and input fields for each of the four data
points. 8. Adjust the data field sizes so they all fit to the page. 9. Apply a theme to the form for visual
interest. 10. Save the form as Personnel Entry. 11. Verify your new Personnel Entry form works by
entering a new employee record using your own name, with Department, Location, and Years Employed
per your choosing. 12. Create a simple query from the Personnel table including the Employee Name
and Location fields. Title the query Personnel Logistics. 13. Sort by Location and then Employee Name
alphabetically ascending (A-Z). 14. Create a new report using your Personnel Logistics query. Change the
report title to Company Directory and ensure your fields fit within the report page borders. Group and
display the data so all employees for each location display under each location. Apply a theme of your
choosing to the report and save the report as Company Directory. 15. Be sure to save your final Access
database file.
SUBMISSION 1. Place all six files in a folder and label it “CIS105 Final Exam_MEID.” Note: Replace MEID
with your MEID number. 2. Zip the folder as described in the course Syllabus. 3. Submit the assignment
following the instructions in the lesson.
PART 4: ACCESS DATABASE (COMPANY PROFILE)
You’re excited about your Excel personnel data spreadsheet but realize it won’t be long before your
manager wants to track additional employee information or require other types of personnel reports.
You determine moving this data into Access is the way to go! Thinking proactively, you also decide you
could create a form to easily add to your personnel database going forward, and creating a report to
serve as a company directory would be handy for the office or a great addition to next month’s
newsletter! Follow the instructions below to complete your assigned MS Access project.
1. Open your CompanyProfile_MEID.xlsx file from Part 3 (above) and do the following: Save the file
with a new file name “CompanyProfile-Import.xlsx.” Delete Row 1 (with your Personnel Data
spreadsheet title). Delete your Employee and Years of Experience totals. Delete the PivotTable.
Delete the pie chart. 2. Create a new blank Access database. 3. Save the Access database as
“PersonnelData_MEID.accdb.” Note: Replace MEID with your MEID number. 4. Import your
CompanyProfile-Import.xlsx Excel spreadsheet as external data. Select Sheet 1 (or what you named your
sheet in your personnel data spreadsheet) and be sure to check the First Row Contains Column
Headings. Let Access assign the Primary Key. Change the Sheet 1 tab name to Personnel. Once you finish
your import, open the Personnel table to verify your data has imported correctly and is sorted in
ascending order by Employee Name. 5. Make the following field property changes: Employee Name:
Change the field size to 50 and the caption to Employee Name. Note: Increase the field size if needed to
match the longest Employee Name you created and entered. Department: Change the field size to 15
and the caption to Department. Office Location: Change the field size to 9 and the caption to Location.
Years of Employment: Change the field size to 2, the data type to number, and the caption to Years
Employed. 6. Save the design changes. Choose yes when you receive the some data may be lost
warning. 7. Create a new form with a title of Company Profile and input fields for each of the four data
points. 8. Adjust the data field sizes so they all fit to the page. 9. Apply a theme to the form for visual
interest. 10. Save the form as Personnel Entry. 11. Verify your new Personnel Entry form works by
entering a new employee record using your own name, with Department, Location, and Years Employed
per your choosing. 12. Create a simple query from the Personnel table including the Employee Name
and Location fields. Title the query Personnel Logistics. 13. Sort by Location and then Employee Name
alphabetically ascending (A-Z). 14. Create a new report using your Personnel Logistics query. Change the
report title to Company Directory and ensure your fields fit within the report page borders. Group and
display the data so all employees for each location display under each location. Apply a theme of your
choosing to the report and save the report as Company Directory. 15. Be sure to save your final Access
database file.
SUBMISSION 1. Place all six files in a folder and label it “CIS105 Final Exam_MEID.” Note: Replace MEID
with your MEID number. 2. Zip the folder as described in the course Syllabus. 3. Submit the assignment
following the instructions in the lesson.
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