Grader - Instructions Access 2016 Project GO16 AC VOL 1 GRAD

Grader - Instructions Access 2016 Project GO16_AC_VOL1_GRADER_CAP_AS

In this project, you will create and manage a database for Frank Osei, Vice President of Finance, that contains inventory and supplier information. You will import data, create relationships, queries, forms, and reports, applying various Access skills explored in Chapters 1 through 3.

Start by creating a new database named go_acc_grader_capstone_Inventory_Suppliers.accdb. Modify the existing Inventory table by renaming the ID field to Item ID with a Short Text data type. Add fields including Item Name, Retail Price (Currency), Category, Sport, and Supplier ID, all as Short Text except for Retail Price. Input two sample records, then import additional inventory records from a provided Excel workbook, ensuring total records reach 25. Apply the Best Fit layout.

Import supplier data from a second workbook into a new table, setting the primary key to Supplier ID, and delete the Fax Number field. Importantly, create a relationship between the Inventory and Suppliers tables via Supplier ID, enforcing referential integrity and cascading updates/deletes. Generate and save a relationship report.

Construct several queries to extract specific data: query for inventory items related to hiking, for shoes in hiking or biking categories, for items beginning with S in the fitness category, and calculate markup and final price for items supplied by a specific supplier. Additionally, create a crosstab query summarizing item counts by category and sport, and a parameter query prompting for a sport to show relevant inventory items.

Develop a form from the Suppliers table to add a new supplier record with specific details, and apply a filter to display suppliers from Colorado or Florida. Create a report listing suppliers with selected fields, sorted appropriately, styled with the Facet theme. Also, generate a report grouped by category with average retail prices, adjusting controls accordingly.

Finally, close all objects, save, and exit Access. Submit the completed database file as instructed.

Paper For Above instruction

The following paper presents a comprehensive overview of creating and managing an Access database designed for inventory and supplier information, illustrating key functionalities such as data importation, table relationships, querying, form creation, and reporting. Emphasizing real-world applications, the process demonstrates how to structure data efficiently, create meaningful data relationships, retrieve specific information through queries, and generate professional reports, all within Microsoft Access 2016.

Introduction

Effective database management is central to organizational efficiency, particularly in inventory control and supplier management. Microsoft Access 2016 provides an accessible yet powerful platform for developing tailored databases. This project exemplifies the process of building such a database for a sporting goods company, focusing on inventory and supplier data. The structured development of tables, relationships, queries, forms, and reports equips users with critical skills to optimize data handling and decision-making.

Setting Up the Database

The initial step involves creating a new database named go_acc_grader_capstone_Inventory_Suppliers.accdb. Within this database, the primary inventory table is modified—renaming the existing ID field to Item ID, with a data type of Short Text. Subsequently, additional fields such as Item Name, Retail Price, Category, Sport, and Supplier ID are added, ensuring correct data types—especially currency for price fields. Inputting sample records helps in verifying data entry accuracy before importing a larger dataset from an Excel workbook. This import process mandates setting the primary key, which ensures data integrity and enables effective relationships with other tables.

Data Importation and Table Management

Once initial data is entered, the process continues with importing supplementary inventory records, reaching a total of 25. To facilitate further data management, data from a suppliers workbook is imported into a new table with the primary key defined on Supplier ID. Important modifications include deleting redundant fields such as Fax Number to streamline the table. These imported data tables serve as foundational components for relational database design, fostering accurate associations between inventory items and their suppliers.

Creating and Enforcing Relationships

A vital step in relational database design is establishing relationships. Using the Supplier ID as the common key, a one-to-many relationship is created between the Suppliers and Inventory tables. The relationship enforces referential integrity, preventing orphaned records, and the cascade update and delete options ensure consistency across related records. Generating a relationship report visualizes these links, aiding in database validation and documentation.

Query Development and Data Retrieval

Queries are fundamental for extracting meaningful insights from data. In this project, several targeted queries are built. A query to identify items related to hiking, sorted alphabetically by item name, demonstrates filtering capabilities. Another query refines this further by involving shoes classified as hiking or biking, ordering results by sport and item name. Additional queries utilize criteria such as categories starting with specific letters and calculate markups, final prices, and summaries, providing valuable pricing strategies. Parameter prompts allow dynamic querying, tailoring data display based on user input, such as filtering inventory items by a specified sport.

Form Creation and Data Entry

Create forms from tables to facilitate data entry. A form for adding new suppliers streamlines data input, with filtering options to display suppliers from specific states. This enhances data accuracy and user-friendliness. The filtered form improves data review and editing by focusing on a subset of records, supporting targeted management.

Report Generation and Formatting

Reports allow for presenting data professionally. The project includes creating a supplier report that customizes layout and styles, such as themes and control adjustments, to improve readability. Sorting and grouping data, calculating averages, and adjusting control properties like width and position ensure the reports are comprehensive and visually appealing. The use of the Facet theme adds a polished appearance, and grouping by category with average prices offers insights into pricing strategies across product categories.

Finalization and Submission

Concluding the project involves closing all objects, saving the database, and exiting Access. Proper data management practices, such as verifying data accuracy, maintaining relationships, and ensuring report clarity, are emphasized. The completed database file demonstrates proficiency in fundamental Access operations and prepares users for more advanced database tasks.

Conclusion

This project encapsulates essential database development skills within Microsoft Access 2016, emphasizing data organization, integrity, and presentation. By mastering importing, relationships, queries, forms, and reports, users can create robust databases tailored to organizational needs. The practical application in managing inventory and supply data illustrates how effective database design supports operational efficiency and strategic decision-making.

References

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