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4005 Beyond the Spreadsheet: Managing Financial Information Using Microsoft Office Access 2003

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When people think of financial data such as invoicing, inventory, and sales information, they often think spreadsheets in Microsoft® Excel®. However, Microsoft Access is also a powerful tool in managing your financial information, especially as you collect more and more of it. With Access you can track and manage financial data just as you would other information such as customer lists, by using tools both within Access and cross-application with Excel. The techniques learned in this course will enhance skills for gathering, organizing, and reporting vital business information and demonstrate the power of Access as a financial data management and analysis tool.

What you will learn
After completing this course, students will be able to:

  • Create solid relational database structures using Access for data integrity that is easier to maintain.

  • Utilize appropriate techniques for querying information in the Access database as various business needs arise.

  • Generate powerful and flexible reports for management.

  • Use VBA to create routines to automate simple repetitive tasks in Access Create.

  • Integrate their data with Microsoft Excel by using the built-in features of Access and by using VBA code.

    Prerequisites
    Before attending this course, students must have:

  • A basic understanding of relational databases.

  • An understanding of Access tables, queries, forms and reports and a base knowledge of how they are used within an Access database.

  • A working familiarity with standard Microsoft Office applications (such as Excel and Microsoft Word).

  • Experience creating Access macros and using them in forms.

    Audience

    This course is designed for people who use Access on a regular basis, and who are also experienced with Excel. They understand how the various Access objects work individually and together, including Access macros, and they are familiar with Microsoft Excel Visual Basic Applications (VBA) macros.

    Duration
    Half day-Instructor-led