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Excel To Access: Intro To Access For Excel Users

This course is designed for those interested in learning about how to use Microsoft Access with Excel. Read more.

5.0( 2 REVIEWS )
713 STUDENTS
9h 56m
Course Skill Level
Beginner
Time Estimate
9h 56m

Hello, my name is Bruce. I am a self-employed Access programmer and general computer consultant to small and medium-sized businesses. I got into programming because I was tired of all the jargon most programmers use and how they don't seem to care about business. "Technology is great but I've always been more interested in how it can be used to make companies more profitable." - Bruce I live in Portland, Oregon and have many long-term relationships with local businesses. Many of the sy

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About This Course

Who this course is for:

  • Access users
  • Excel users
  • Data analysts

What you’ll learn: 

  • Create tables and learn how to properly structure them
  • Extensive Training on ALL types of queries
  • Create reports from scratch instead of relying on wizards
  • Learn how to create advanced reports based on queries
  • Learn everything you need to know to build powerful and attractive forms
  • Build subforms and learn how to move in and out of them
  • Learn about simple macros
  • Make basic command buttons in forms
  • Learn a simple way to make multi-value lookups on forms

Requirements: 

  • No prior knowledge is required to take this course

Software version used in the course:

  • Microsoft Excel and Access

Learn more than the basic structures in Access. Learn the concepts underneath and how they relate to and work with Excel. Learn Access from an instructor with years of experience teaching Access and creating custom databases for businesses.

By learning how to use Access WITH Excel, you will rise to a level of skill that few others have. Learning Access gives you incredible power over your data, no matter how large your data files are. Nightmare editing tasks will no longer bother you as you use your knowledge of queries to update thousands of records in minutes! Employers are waking up to the power of Access and those who have this knowledge will be in high demand with your current employer or other businesses. The practical skills taught in this class will give you the capability to double or triple your productivity!

There is a HUGE need in the marketplace for people with these skills! This is your opportunity to break away from the pack of people who try and do everything with Excel, instead of learning that for many tasks, Access is the proper tool. This could be your shortest path to increasing your income!

All you need to do the course is basic experience with Windows programs. If you have or are using Excel, that is even better. Much of the course is presented as a comparison to Excel and explains what tasks each program is best suited for.

By the time you have finished the course, you will have done so much with Access and it will be so familiar that you will be ready to tackle your own data tasks immediately, putting your new learned skills into practical use and impressing your boss and coworkers.

Our Promise to You

By the end of this course, you will have a clear understanding of how to use Microsoft Access with Excel.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn how to use Microsoft Access with Excel!

Course Curriculum

Section 1 - Introduction: Course Layout And Objectives
Course Overview By Section 00:00:00
Section 2 - Why You Need Access
Comparing The Access And Excel Screens 00:00:00
Why You Need Access 00:00:00
Where Do We Go From Here? 00:00:00
Section 3 - The TABLE Object
Download The TABLES Database 00:00:00
Intro To Tables And Tabbed Vs Overlap View 00:00:00
Editing, Adding And Deleting Records 00:00:00
Sorting A Table 00:00:00
Basic Filters 00:00:00
Advanced Filters 00:00:00
Using Find And Replace With Tables 00:00:00
Create A Table And Add A Primary Key And Fields 00:00:00
Create Table 2 – Add The Rest Of The Fields To The Table 00:00:00
Create Table 3 – Why Are There So Many Numeric Field Sizes? 00:00:00
List Of Reserved Words 00:00:00
Table Properties 1 – Formats And Input Masks 00:00:00
Table Properties 2 – Defaults And Validation Rules 00:00:00
Table Properties 3 – Add Lookups To A Table 00:00:00
Modify Table Design – Add, Delete And Move Fields 00:00:00
Section 4 - The REPORT Object
Download The REPORTS Database 00:00:00
Introduction And Create A Report 00:00:00
Using The Report Wizard 00:00:00
What Are Controls? 00:00:00
Report View And Layout View 00:00:00
Modify The Report Design And Selecting Controls 00:00:00
Entering Formulas Into Text Boxes 00:00:00
Sorting And Subtotals In Reports 00:00:00
Conditional Formatting 00:00:00
The Properties Box 00:00:00
Using The Properties Box 00:00:00
Conclusion And Why We Need Queries 00:00:00
Section 5 - The QUERY Object - SELECT Queries
Download the SELECT QUERIES Database 00:00:00
Overview of Select Queries Database 00:00:00
Intro To Select Queries Preview 00:00:00
Sorting In Select Queries 00:00:00
Using Criteria In Queries – And Vs OR 00:00:00
Using Criteria In Queries – Wildcards 00:00:00
List Of Query Wildcard Characters 00:00:00
Using Criteria In Queries – Formulas In Criteria 00:00:00
Calculations In Select Queries 00:00:00
Multiple Tables In Queries 00:00:00
Parameters In Queries 00:00:00
A Parameter Query Trick 00:00:00
Section 6 - Reports Revisited
Review The Report Source Table Structure 00:00:00
Using A Select Query As A Report Source 00:00:00
Setting Up Date Parameters 00:00:00
Final Touch – A Title With Dates 00:00:00
Section 7 - Unique Value, TOP And Total Queries
Unique Value Queries – Part 1 00:00:00
Unique Value Queries – Part 2 00:00:00
TOP Queries 00:00:00
Total Queries – Part 1 00:00:00
Total Queries – Part 2 00:00:00
Section 8 - ACTION Queries
Download The ACTION QUERIES Database 00:00:00
Intro To Action Queries With A Make Table Query 00:00:00
Append Query 00:00:00
Delete Query 00:00:00
Update Qry Part 1 – Increase Prices 00:00:00
Update Query 2 – Add An Order Total Field 00:00:00
A Quick MACRO To Automate Updating The Order Totals 00:00:00
Section 9 - Migrating From Excel To Access 1: Get The Data Into Access
Download The MIGRATE1 Database 00:00:00
Import Problems 1 – Heading Not Removed 00:00:00
Import Problems 2 – Common Import Errors 00:00:00
A Clean Import 00:00:00
Section 10 - Migrating From Excel To Access 2: Design The Correct Structure
Download The MIGRATE2 Database 00:00:00
Combine Data In Excel Before Bringing Into Access 00:00:00
Planning Your Database – 3 Best Practices – NUMBER 1 00:00:00
Planning Your Database – 3 Best Practices – NUMBER 2 00:00:00
Planning Your Database – 3 Best Practices – NUMBER 3 00:00:00
Three Best Practices In Designing Table Structures 00:00:00
How To Print Your Table Structures 00:00:00
How To Use The Relationships screen 00:00:00
Why I Don’t Use The Relationships Screen 00:00:00
Why You DON’T Want To Use Analyze Table! 00:00:00
Section 11 - Migrating From Excel To Access 3: Building The New Tables
Download The MIGRATE3 Database 00:00:00
Using Queries To Create The Product Table 00:00:00
Create The Customer Cross Reference Table 00:00:00
Find The Potential Problem Customer Records 00:00:00
Manually Decide On How To Handle Each Duplicate 00:00:00
Create The Customer Table Structure And Starting Number 00:00:00
Populate The Customer Table And Create The Customer ID’s 00:00:00
Plug The New Customer IDs Into The XLData Import Table 00:00:00
Create The Order Products Table 00:00:00
Create The Orders Table Structure 00:00:00
Create A Query To Append Orders From XLData 00:00:00
Section 12 - The FORMS Object 1 - Create A Customer Form And An Orders Subform
Download The FORMS1 Database 00:00:00
Overview Of The Five Forms Sections 00:00:00
Overview Of The Forms1 Database Tables 00:00:00
How Are Forms Different From Reports? 00:00:00
Create The Customer Form 00:00:00
More On The Customer Form: Aligning Controls 00:00:00
More On The Customer Form: Stacking Controls 00:00:00
Finish The Customer Form: Tab Order And Input Masks 00:00:00
Create The OrderList Form With The Form Wizard 00:00:00
Modify The OrderList Form Layout 00:00:00
Add The Subform To The Customer Form 00:00:00
Section 13 - The FORMS Object 2 - Form Building Shortcuts And More On Subforms
Download The FORMS2 Database 00:00:00
Use Shortcuts To Build The Orders Form 00:00:00
Create A Subform For OrderProducts 00:00:00
Add A Product Code Lookup Combo Box 00:00:00
Populate The Product Name And Total Fields 00:00:00
A Tiny Bit Of VBA – ProdCode AfterUpdate 00:00:00
Create A SubTotal Field For Form 00:00:00
Add The OrdProdList Subform To The Orders Form 00:00:00
How To Handle The Subtotal And Total Problem 00:00:00
Section 14 - The FORMS Object 3 - Moving Between Forms
Download The FORMS3 Database 00:00:00
Add A Customer Button To The Top Of The Orders Form 00:00:00
Fix The Filter Problem And Close The Orders Form 00:00:00
Add An Order Button To The OrderList Subform 00:00:00
Using Filters To Find Records 00:00:00
Section 15 - The FORMS Object 4 - Adding Customers and Orders
Download the FORMS4 Database 00:00:00
Add A New Customer Using A Button 00:00:00
Add A New Order Step 1 – Make A Query 00:00:00
Add A New Order – Step 2 – Add A Button 00:00:00
Section 16 - Create An Invoice With One Click!
Download The INVOICE Database 00:00:00
Remove The Subtotal And Total Fields 00:00:00
Create The Invoice Query 00:00:00
Initial Layout Of The Invoice 00:00:00
Format The Invoice Header 00:00:00
Format The Product Area 00:00:00
Add The Calculated Fields 00:00:00
Create The Macro And Tie To A Button On The Orders Form 00:00:00
Fix The OrderList Form Subtotal And Total 00:00:00
Section 17 - Automate The Opening And Closing Of The Database
Automate Opening The Orders Form And Exiting The System 00:00:00
Section 18 - Add Tab Controls To Forms
DOWNLOAD The Tabs Database 00:00:00
Add A Tab Control To The Customer Form 00:00:00
Add, Reorder Or Remove Tabs And Build A Data Indicator 00:00:00
Copy Tab Controls Between Forms 00:00:00
Section 19 - Conclusion And Where To Go From Here
Conclusion And Next Steps 00:00:00
Access To Excel Course Overview 00:00:00
Access To Excel To Outlook Course Overview 00:00:00
Access VBA For Non Programmers Overview 00:00:00

About This Course

Who this course is for:

  • Access users
  • Excel users
  • Data analysts

What you’ll learn: 

  • Create tables and learn how to properly structure them
  • Extensive Training on ALL types of queries
  • Create reports from scratch instead of relying on wizards
  • Learn how to create advanced reports based on queries
  • Learn everything you need to know to build powerful and attractive forms
  • Build subforms and learn how to move in and out of them
  • Learn about simple macros
  • Make basic command buttons in forms
  • Learn a simple way to make multi-value lookups on forms

Requirements: 

  • No prior knowledge is required to take this course

Software version used in the course:

  • Microsoft Excel and Access

Learn more than the basic structures in Access. Learn the concepts underneath and how they relate to and work with Excel. Learn Access from an instructor with years of experience teaching Access and creating custom databases for businesses.

By learning how to use Access WITH Excel, you will rise to a level of skill that few others have. Learning Access gives you incredible power over your data, no matter how large your data files are. Nightmare editing tasks will no longer bother you as you use your knowledge of queries to update thousands of records in minutes! Employers are waking up to the power of Access and those who have this knowledge will be in high demand with your current employer or other businesses. The practical skills taught in this class will give you the capability to double or triple your productivity!

There is a HUGE need in the marketplace for people with these skills! This is your opportunity to break away from the pack of people who try and do everything with Excel, instead of learning that for many tasks, Access is the proper tool. This could be your shortest path to increasing your income!

All you need to do the course is basic experience with Windows programs. If you have or are using Excel, that is even better. Much of the course is presented as a comparison to Excel and explains what tasks each program is best suited for.

By the time you have finished the course, you will have done so much with Access and it will be so familiar that you will be ready to tackle your own data tasks immediately, putting your new learned skills into practical use and impressing your boss and coworkers.

Our Promise to You

By the end of this course, you will have a clear understanding of how to use Microsoft Access with Excel.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn how to use Microsoft Access with Excel!

Course Curriculum

Section 1 - Introduction: Course Layout And Objectives
Course Overview By Section 00:00:00
Section 2 - Why You Need Access
Comparing The Access And Excel Screens 00:00:00
Why You Need Access 00:00:00
Where Do We Go From Here? 00:00:00
Section 3 - The TABLE Object
Download The TABLES Database 00:00:00
Intro To Tables And Tabbed Vs Overlap View 00:00:00
Editing, Adding And Deleting Records 00:00:00
Sorting A Table 00:00:00
Basic Filters 00:00:00
Advanced Filters 00:00:00
Using Find And Replace With Tables 00:00:00
Create A Table And Add A Primary Key And Fields 00:00:00
Create Table 2 – Add The Rest Of The Fields To The Table 00:00:00
Create Table 3 – Why Are There So Many Numeric Field Sizes? 00:00:00
List Of Reserved Words 00:00:00
Table Properties 1 – Formats And Input Masks 00:00:00
Table Properties 2 – Defaults And Validation Rules 00:00:00
Table Properties 3 – Add Lookups To A Table 00:00:00
Modify Table Design – Add, Delete And Move Fields 00:00:00
Section 4 - The REPORT Object
Download The REPORTS Database 00:00:00
Introduction And Create A Report 00:00:00
Using The Report Wizard 00:00:00
What Are Controls? 00:00:00
Report View And Layout View 00:00:00
Modify The Report Design And Selecting Controls 00:00:00
Entering Formulas Into Text Boxes 00:00:00
Sorting And Subtotals In Reports 00:00:00
Conditional Formatting 00:00:00
The Properties Box 00:00:00
Using The Properties Box 00:00:00
Conclusion And Why We Need Queries 00:00:00
Section 5 - The QUERY Object - SELECT Queries
Download the SELECT QUERIES Database 00:00:00
Overview of Select Queries Database 00:00:00
Intro To Select Queries Preview 00:00:00
Sorting In Select Queries 00:00:00
Using Criteria In Queries – And Vs OR 00:00:00
Using Criteria In Queries – Wildcards 00:00:00
List Of Query Wildcard Characters 00:00:00
Using Criteria In Queries – Formulas In Criteria 00:00:00
Calculations In Select Queries 00:00:00
Multiple Tables In Queries 00:00:00
Parameters In Queries 00:00:00
A Parameter Query Trick 00:00:00
Section 6 - Reports Revisited
Review The Report Source Table Structure 00:00:00
Using A Select Query As A Report Source 00:00:00
Setting Up Date Parameters 00:00:00
Final Touch – A Title With Dates 00:00:00
Section 7 - Unique Value, TOP And Total Queries
Unique Value Queries – Part 1 00:00:00
Unique Value Queries – Part 2 00:00:00
TOP Queries 00:00:00
Total Queries – Part 1 00:00:00
Total Queries – Part 2 00:00:00
Section 8 - ACTION Queries
Download The ACTION QUERIES Database 00:00:00
Intro To Action Queries With A Make Table Query 00:00:00
Append Query 00:00:00
Delete Query 00:00:00
Update Qry Part 1 – Increase Prices 00:00:00
Update Query 2 – Add An Order Total Field 00:00:00
A Quick MACRO To Automate Updating The Order Totals 00:00:00
Section 9 - Migrating From Excel To Access 1: Get The Data Into Access
Download The MIGRATE1 Database 00:00:00
Import Problems 1 – Heading Not Removed 00:00:00
Import Problems 2 – Common Import Errors 00:00:00
A Clean Import 00:00:00
Section 10 - Migrating From Excel To Access 2: Design The Correct Structure
Download The MIGRATE2 Database 00:00:00
Combine Data In Excel Before Bringing Into Access 00:00:00
Planning Your Database – 3 Best Practices – NUMBER 1 00:00:00
Planning Your Database – 3 Best Practices – NUMBER 2 00:00:00
Planning Your Database – 3 Best Practices – NUMBER 3 00:00:00
Three Best Practices In Designing Table Structures 00:00:00
How To Print Your Table Structures 00:00:00
How To Use The Relationships screen 00:00:00
Why I Don’t Use The Relationships Screen 00:00:00
Why You DON’T Want To Use Analyze Table! 00:00:00
Section 11 - Migrating From Excel To Access 3: Building The New Tables
Download The MIGRATE3 Database 00:00:00
Using Queries To Create The Product Table 00:00:00
Create The Customer Cross Reference Table 00:00:00
Find The Potential Problem Customer Records 00:00:00
Manually Decide On How To Handle Each Duplicate 00:00:00
Create The Customer Table Structure And Starting Number 00:00:00
Populate The Customer Table And Create The Customer ID’s 00:00:00
Plug The New Customer IDs Into The XLData Import Table 00:00:00
Create The Order Products Table 00:00:00
Create The Orders Table Structure 00:00:00
Create A Query To Append Orders From XLData 00:00:00
Section 12 - The FORMS Object 1 - Create A Customer Form And An Orders Subform
Download The FORMS1 Database 00:00:00
Overview Of The Five Forms Sections 00:00:00
Overview Of The Forms1 Database Tables 00:00:00
How Are Forms Different From Reports? 00:00:00
Create The Customer Form 00:00:00
More On The Customer Form: Aligning Controls 00:00:00
More On The Customer Form: Stacking Controls 00:00:00
Finish The Customer Form: Tab Order And Input Masks 00:00:00
Create The OrderList Form With The Form Wizard 00:00:00
Modify The OrderList Form Layout 00:00:00
Add The Subform To The Customer Form 00:00:00
Section 13 - The FORMS Object 2 - Form Building Shortcuts And More On Subforms
Download The FORMS2 Database 00:00:00
Use Shortcuts To Build The Orders Form 00:00:00
Create A Subform For OrderProducts 00:00:00
Add A Product Code Lookup Combo Box 00:00:00
Populate The Product Name And Total Fields 00:00:00
A Tiny Bit Of VBA – ProdCode AfterUpdate 00:00:00
Create A SubTotal Field For Form 00:00:00
Add The OrdProdList Subform To The Orders Form 00:00:00
How To Handle The Subtotal And Total Problem 00:00:00
Section 14 - The FORMS Object 3 - Moving Between Forms
Download The FORMS3 Database 00:00:00
Add A Customer Button To The Top Of The Orders Form 00:00:00
Fix The Filter Problem And Close The Orders Form 00:00:00
Add An Order Button To The OrderList Subform 00:00:00
Using Filters To Find Records 00:00:00
Section 15 - The FORMS Object 4 - Adding Customers and Orders
Download the FORMS4 Database 00:00:00
Add A New Customer Using A Button 00:00:00
Add A New Order Step 1 – Make A Query 00:00:00
Add A New Order – Step 2 – Add A Button 00:00:00
Section 16 - Create An Invoice With One Click!
Download The INVOICE Database 00:00:00
Remove The Subtotal And Total Fields 00:00:00
Create The Invoice Query 00:00:00
Initial Layout Of The Invoice 00:00:00
Format The Invoice Header 00:00:00
Format The Product Area 00:00:00
Add The Calculated Fields 00:00:00
Create The Macro And Tie To A Button On The Orders Form 00:00:00
Fix The OrderList Form Subtotal And Total 00:00:00
Section 17 - Automate The Opening And Closing Of The Database
Automate Opening The Orders Form And Exiting The System 00:00:00
Section 18 - Add Tab Controls To Forms
DOWNLOAD The Tabs Database 00:00:00
Add A Tab Control To The Customer Form 00:00:00
Add, Reorder Or Remove Tabs And Build A Data Indicator 00:00:00
Copy Tab Controls Between Forms 00:00:00
Section 19 - Conclusion And Where To Go From Here
Conclusion And Next Steps 00:00:00
Access To Excel Course Overview 00:00:00
Access To Excel To Outlook Course Overview 00:00:00
Access VBA For Non Programmers Overview 00:00:00

Course Review

5.0

5.0
2 Ratings
  1. Anonymous

    5 star course

    5.0

    Really good course so I signed up to the following three courses from the same author.

    MICROSOFT ACCESS TO EXCEL TO OUTLOOK COURSE – completed 4 stars
    MICROSOFT ACCESS VBA FOR NON PROGRAMMERS – course not started yet
    MICROSOFT ACCESS TO EXCEL COURSE – course not started yet

  2. Anonymous

    Great Class

    5.0

    The class pace and instruction was great. I was able to learn a lot from it and I am ready to take more classes from Bruce – the instructor. I now about to embark on creating my database, even though mine is service based, and based on dates service was provided, I hope I can use the knowledge from here to make the application and database more functional. The class does not use Relationships much, which I liked a lot, unlike other classes that focus on Relationships, this made the tables still relate to each other but not in a convoluted way. So that is great.

    I will be taking more VBA and Excel classes especially if I know that Bruce will be teaching it, his voice is easy and patient and I think it takes the anxiety out of learning something as complicated (to most people) as Access.

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