Quick Source Learning Guides Access 2010 Quick Source Guide | Page 4

Forms & Reports

Forms

Using the Group, Sort,
and Total Pane

Creating a Form

1. In Layout view, click on the Design tab.
2. Click the Group & Sort button in the

Forms provide a customized way to enter, edit, or display data
from a table or query. Forms can be used to edit existing records,
display information from multiple tables, and display calculated
values.
1. In Datasheet view, select the table or query with the data you
want to use.
2. Click on the Create tab.
3. In the Forms group, do one of the following:
• To create a simple form, click the Form button.
• To create a form using the Form Wizard, click the Form
Wizard. Follow the wizard to create the form.
• To create other forms, click the More Forms button and
select a form type from the resulting menu.

Grouping & Totals group.

• To add a group, click the Add a group button in the pane and

select a field in the box that appears.

• To add a subgroup, select the group in the pane, click the
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Designing a Form

1. Click on the Create tab.
2. Do one of the following:
• To create a new blank form in Design view, click the Form

Add a group button in the pane and select a field in the box
that appears.
To add a sort, click the Add a sort button in the pane and
select a field in the box that appears.
To move a group or a sort in the pane, select the group or
sort and click the Move up
or Move down
button.
To delete a group or a sort, select the group or sort and click
the Delete
button.
To close the Group, Sort, and Total pane, click the Close
Grouping Dialog Box button or click the Group & Sort
button in the Grouping & Totals group.

Creating Labels

Design button.
• To create a new blank form with no controls or formatting,
click the Blank Form button.
• To create a form that allows people to browse to different
forms and reports, click the Navigation button and select a
format from the resulting menu.
3. Do one of the following:
• To add a control, click a button in the Controls group, click
in the form where you want to add the control, and make
selections.
• To add an existing field, click and drag the field from the
Field List pane to the form. To expand the fields, click the
plus sign next to a table in the Field List pane.
4. Optional: To format a control or field, select the item, click on
the Format tab, and the buttons to apply formatting.

1. Select the table or query you

want to use to create labels.

2. Click on the Create tab.
3. Click the Labels button in

the Reports group.

4. Follow the instructions

provided by the Label
Wizard.

Using Conditional Formatting

Reports

Creating a Report

1. Select the table or query with the data you want to base the

report on.

2. Click on the Create tab.
3. In the Reports group, do one of the fol lowing:
• To create a simple report, click the Report button.
• To create a report using the Report Wizard, click the Report

Wizard button and follow the wizard to create the report.

Designing a Report

1. Click on the Create tab.
2. Do one of the following:
• To create a new blank report in Design view, click the Report

Design button.

You can apply conditional formatting to fields in forms and reports
to display different formatting when a specified condition is true.
For example, you can make any currency fields displaying less
than $1000 to appear as red text.
1. In Layout view, open the form or report you want to apply the
conditional formatting to.
2. Select the cells you want to format. (To select multiple
columns of cells, click on the cell in the first column, hold the
Shift key, and click on the cell in the last column you want to
select.)
3. Click on the Format tab.
4. Click the Conditional Formatting button in the Control
Formatting group.
5. Click the New Rule button.
6. Select Check values in the current field or use an expression.
7. Specify options for the rule. (Click the Expression Builder
button to enter an expression for the rule.)
8. Specify formatting options.
9. Click the OK button.
10. Click the OK button.
Note: You can also compare values across records using data bars
to view trends in forms and reports.

• To create a new blank report with no controls or formatting,

click the Blank Report button.

3. Do one of the following:
• To add a control, click a button in the Controls group and

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click and drag in the form to create the control.
• To add an existing field, click and drag the field from the
Field List pane to the form. To expand the fields, click the
plus sign next to a table in the Field List pane.
4. Optional: To format a control or field, select the item and click
the buttons in the Font group.

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in USA.

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Copyright © 2010 by QUICK Source