Access Integrated Project 6

Access 2013: In Practice (Chapters 8-10)
Integrated Access Project 6

For this project, you enhance the functionality of a database that tracks daily price information for a
collection of stocks. You export to HTML the data from a report and use mail merge to create labels.
Next you analyze the table structure and performance of the database. You back up and then split the
database and lock the front-end database. You customize your working environment in Access. Finally,
you use OneDrive to upload and share files.
[Student Learning Outcomes: 8.3, 8.5, 9.1, 9.3, 9.4, 9.5, 10.1, 10.2, 10.3]
Files Needed: StockTracking-06.accdb
Completed Project File Names: [your initials] Access Project 6.accdb, [your initials] StockPriceSummary.html, [your initials]
StockPriceSummaryPage2.html, [your initials] StockPriceSummaryPage3.html, [your initials] StockLabels merge.docx, [your
initials] StockLabels.docx, [your initials] Access Project 6_Backup.accdb, [your initials] Access Project 6_be.accdb and [your
initials] Access Project 6.accde
Skills Covered in this Project

Export to HTML.
Use mail merge to create labels.
Save settings in a mail merge document.
Use the Table Analyzer tool.
Back up a database.
Use the Performance Analyzer tool.
Use the Database Splitter tool.
Lock a database.
Reset customizations to the Ribbon and the Quick Access toolbar.
Add commands to the Quick Access toolbar.
Remove tabs from the Ribbon.
Change application title in Access.
Customize Office account settings.
Log in to OneDrive.
Create an OneDrive folder.
Upload a file to an OneDrive folder.
Share an OneDrive folder.
1. Open the StockTracking-06.accdb database file from your student data files and save it as [your
initials] Access Project 6.
2. If prompted, enable content in the database.
3. Export the StockPriceSummary report to HTML. Since this report is designed with a tabular layout,
the exported result should display correctly.
a. Start the export by selecting the StockPriceSummary report and selecting HTML Document as
the export option. Use [your initials] StockPriceSummary.html as the file name.
b. Choose to Open the destination file after the export operation is complete. The Export data
with formatting and layout option should already be selected and dimmed. Click OK.
Access 2013: In Practice
Integrated Access Project 6 (Chapters 8-10)
Page 1 of 4
c. Click OK to accept
the choices in the
HTML Output
Options dialog box.
The file opens in
your default
browser (Figure 1).
d. Scroll down to the
bottom of the
browser page and
click the Next link.
e. The browser
updates to display
the next page of the
report.
f. Close the browser
tab.
Figure 1 StockPriceSummary report exported to HTML
g. Close the wizard
without saving the export steps.
4. Navigate to the folder on your computer where you saved the HTML file. Note that the export
process created three separate HTML files, since the report in Access contained three pages. The
links you saw in step 3d were automtically added into the file.
5. Use mail merge to create mailing labels.
a. Select the Stocks table and click Word Merge.
b. Choose to Create a new document and then link the data to it.
c. In the Mail Merge pane, select Labels and advance to the next step. You are creating
identification labels to put on file folders.
d. Choose Label options. Select Avery US Letter as the Vendor and 2224 Print or Write Multi-Use
Labels as the Product number.
e. If it is not already displayed, choose to view gridlines around the table cells. Advance to the
next step.
f. Verify that the Stocks table displays as the data source. Advance to the next step.
g. In the Word document, position the insertion point in the upper left of the first label and type
Symbol: . Be sure to also enter a space after the colon.
h. Click the More items link to open the Insert Merge Field dialog box, select the StockSymbol
field, click Insert, and click Close. The merge field is inserted into the document.
i. Apply bold formatting to the Symbol: text and merge field.
j. Click to the right of the StockSymbol merge field and press Ctrl+Tab.
k. Click the Paragraph launcher [Home tab, Paragraph group] to open the Paragraph dialog box.
l. Click the Tabs button to open the Tabs dialog box.
m. Enter 3.8 in the Tab stop position and select Right in the Alignment area. Click OK to close
the dialog box.
n. Type Exchange: (including a space after the colon) and insert the Exchange field from the
More items option.
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o. Continue adding the text and merge fields so that

your label matches the one shown in Figure 2.
Note that the StockName merge field has a Center
alignment and a 12pt font size.
p. Update all the labels and advance to the next step.
The document updates to show how the merged
Figure 2 Text and merge fields in label
data appears in a label (Figure 3).
q. Complete the merge.
r. Choose to Edit individual labels and merge all the records.
s. Save the completed merged labels as [your
initials] StockLabels merge.docx and close
the document.
6. Save a copy of the main document as [your initials]
StockLabels.docx to preserve the merge settings. Close
the document.
7. Analyze the Stocks table.
a. Click the Analyze Table button to open the Table Analyzer
Wizard.
Figure 3 Preview of merged labels
b. If necessary, advance past the information windows.
c. Select the Stocks table and the Yes, let the wizard decide radio button when prompted.
d. Enlarge the tables in the
recommendation so you
can read all of the content
(Figure 4).
e. The wizard suggests
moving the Sector field into
a separate table and
moving the Exchange field
into a separate table. This
proposed solution will not
reduce redundancy since
the lookup field will simply
replace the Sector or
Exchange field. Do not
accept this
recommendation.
Figure 4 Table Analyzer Wizard recommendations for Stocks table
f. Click the Back button two
times to return to the wizard screen where you can select a table.
8. Analyze the HistoricalPrices table.
a. Select the HistoricalPrices table and the Yes, let the wizard decide radio button when
prompted. A dialog box displays informing you that the wizard doesnt recommend any splitting
of the table.
b. Click the Cancel button to exit the wizard.
Page 3 of 4
9. Back up the database before analyzing the performance. Save the file as [your initials]
Access Project 6_Backup.accdb.
10. Analyze the performance of the database.
a. Click the Analyze Performance button to open the Performance Analyzer.
b. Analyze all of the objects in the database.
c. Review the one Idea displayed in the Analysis Results window
d. Dont implement the idea.
e. Close the Analyzer.
11. Split the database. Accept the default file name of [your initials] Access Project 6_be.accdb. Since
you are not password protecting the back-end database, you do not need to update links in the
front-end database.
12. Lock the front-end database.
a. Click the File tab to open the Backstage view and click the Save As button.
b. Click the Make ACCDE button in the Advanced grouping of the Save Database As section and
click the Save As button. The Save As dialog box displays.
c. Select the location to store the file, accept the suggested file name, and click the Save button.
The .accde file is created.
d. Close the database.
13. Open the locked database.
a. Open the [your initials] Access Project 6.accde database file. If a Microsoft Access Security
Notice displays, click Open.
b. Click the Create tab. Notice that the Forms and Reports groups are dimmed.
14. Reset and customize the Ribbon and the Quick Access toolbar.
a. Reset all customizations to the Ribbon and the Quick Access toolbar.
b. Add Open and Quick Print to the Quick Access toolbar for this database only
c. Remove the External Data tab so it doesnt display on the Ribbon.
15. Change the application title for the current database to read [Your Initials] Stock
Tracking.
16. Customize Office account settings.
a. Open the account information area on the Backstage view.
b. Select an Office Background and Office Theme of your choice.
17. Close the database and exit Access.
18. Create an OneDrive folder and upload files to the OneDrive folder.
a. Open an Internet browser page and log in to your OneDrive account
(http://www.onedrive.com).
b. Create a new folder named Stocks in the Files area.
c. Upload the [your initials] Access Project 6_be.accdb and [your initials] Access Project 6.accde
files from your student data files to the Stocks folder.
19. Share the Stocks folder with your instructor, include a brief message, and allow him or her to edit
the materials in the folder.
20. Sign out of OneDrive.
Page 4 of 4

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Access 2013: In Practice (Chapters 8-10)

Integrated Access Project 6

Skills Covered in this Project

Access 2013: In Practice

Integrated Access Project 6 (Chapters 8-10)

Access 2013: In Practice

Integrated Access Project 6 (Chapters 8-10)

o. Continue adding the text and merge fields so that

Access 2013: In Practice

Integrated Access Project 6 (Chapters 8-10)

Access 2013: In Practice

Integrated Access Project 6 (Chapters 8-10)

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