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Assignment Description

New Perspectives Access 2016 | Module 4: SAM Project 1a

Healthy Myles Fitness Center

Using Forms and Reports to View Data



·               Open the file NP_AC16_4a_FirstLastName_1.accdb, available for download from the SAM website.

·               Save the file as NP_AC16_4a_FirstLastName_2.accdb by changing the “1” to a “2”.

o      If you do not see the .accdb file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.

·               Open the _GradingInfoTable table and ensure that your first and last name is displayed as the first record in the table. If the table does not contain your name, delete the file and download a new copy from the SAM website.



1.        You are employed at Healthy Myles Fitness Center and are in charge of consolidating the company’s records and other important information into a database. You have already set up the basic structure of the database, created relationships between tables, and created queries. You will now work with forms and reports to enter and view data.

Use the Form tool to create a form based on the tblTrainer table, and then save the form as frmTrainerList. Close the frmTrainerList form.

2.        Open the frmEmployeeList form in Layout view and make the following changes:

a.        Apply the Facet theme to the frmEmployeeList form only.

b.        Change the form title to Employee List.

c.        Change the font color of the form title to Dark Green, Accent 2.

d.        Save the form, and then switch to viewing the frmEmployeeList form in Form View.

3.        In Form View, navigate to the fifth record (with the Employee ID field value 114) in the frmEmployeeList form, and then change the Employee Last field value to Summers. Navigate to the last record (with the Employee ID field value 155), and then change the Title field value to Billing Manager. Save and close the form.

4.        Use the Form Wizard to create a form based on the tblBilling table. Include all fields in the form, use the Columnar layout, and specify the title frmBillingData.

a.        Switch to Layout View, and then edit the form title in the frmBillingData form so that it appears as Billing Data (two words). Save the form.

5.        Switch to Form View, and then use the Find command to find the record with the Billing ID field value A80565 in the frmBillingData form. Change the Sessions to 8 and the Amount to $800.

6.        Using the data shown in Figure 1 below, add a new record to the frmBillingData form, and then close the form.

Figure 1: New Record for the frmBillingData Form                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       


frmBillingData title: Billing Data
BillingID: A80344
ClientID: B13298
TrainerID: 585
StartDate: 9/9/2016
EndDate: 11/25/2016
Amount: $700.00
Sessions: 7

7.        Use the Form Wizard to create a form containing a main form and a subform as described below:

a.        Select the TrainerID, FirstName, and LastName fields from the tblTrainer table for the main form.

b.        Select the ClientID, StartDate, and EndDate fields from the tblBilling table.

c.        Choose the option to view the data by tblTrainer.

d.        Select the Datasheet layout for the subform.

e.        Specify the title frmTrainerBilling for the main form and frmBillingSubform for the subform.

8.        Switch to Layout View, change the title in the main form to Trainers and Billing, then use the mouse to resize the subform so that the full EndDate column is visible. Your form should now look like Figure 2 on the following page.

Figure 2: frmTrainerBilling Form

frmTrainerBilling title: Trainers and Billing
Trainer ID: 146
FirstName: Jennifer
LastName: Young

A1 contains "ClientID"
B1 contains "StartDate"
C1 contains "EndDate"

A2 contains "B13298"
B2 contains "4/9/2016"
C2 contains "5/2/2016"

A3 contains "A10025"
B3 contains "3/9/2016"
C3 contains "3/21/2016"

A4 contains "B10589"
B4 contains "3/2/2016"
C4 contains "3/17/2016"

9.        In Form View, use the Find command to find the record with the Trainer ID field value 585 in the frmTrainerBilling form, and then change the FirstName field value to Cameron. Save and close the form.

10.     Use the Report Wizard to create a report based on the tblTrainer table and the related tblBilling table, as described below:

a.        Select the TrainerID, FirstName, LastName, and Certification fields from the tblTrainer table.

b.        Select all fields from the tblBilling table except for the TrainerID field.

c.        Choose the option to view the data by tblTrainer, and do not select any additional grouping levels for the report.

d.        Sort the records in ascending order by BillingID.

e.        Select the Outline layout and Landscape orientation for the report.

f.         Specify the report title rptTrainerBilling.

11.     Switch to Layout View, and then change the report title for the rptTrainerBilling report to Trainer Billing (two words). (Hint: Sometimes when the report is generated, the date fields are not wide enough to display the full dates. In this case, placeholder symbols are displayed using the # symbol.) Save and close the report.

12.     Open the rptClientBilling report in Layout View and complete the following steps:

a.        Apply the Integral theme to the rptClientBilling report only.

b.        Increase the width of the StartDate controls to 1.2".

c.        Move the StartDate controls so that the right edge is aligned with the StartDate field title. Move the Amount controls so that the right edge is aligned with the Amount field title.

d.        Change the Sessions field title to right alignment.

e.        Scroll to the bottom of the report, and then use an arrow key to move the page number control to the right so that its right edge aligns with the right edge of the Sessions field in the report. Save the report.

f.         Use conditional formatting in the rptClientBilling report to format the Sessions field values that are greater than or equal to 7 in a bold, red font, as shown in Figure 3 on the next page. Display the report in Print Preview and review its pages, and then save and close the report.

Figure 3: rptClientBilling Report

rptClientBilling title: Client Billing

A1 contains "FirstName"
B1 contains "Last Name"
C1 contains "StartDate"
D1 contains "Amount"
E1 contains "Sessions"

A2 contains "Alfred"
B2 contains "Pineda"
C2 blank
D2 blank
E2 blank

A3 blank
B3 blank
C3 "3/9/2016"
D3 contains "$750.00"
E3 contains "6"

A4 blank
B4 blank
C4 contains "3/7/2016"
D4 contains "$1,000.00"
E4 contains "10"

A5 contains "Randy"
B5 contains "Gibson"
C5 blank
D5 blank
E5 blank

A6 blank
B6 blank
C6 contains "3/16/2016"
D6 contains "$600.00"
E6 contains "6"

A7 blank
B7 blank
C7 contains "3/3/2016"
D7 contains "$1,550.00"
E7 contains "12"

A8 blank
B8 blank
C8 contains "3/22/2016"
D8 contains "$150.00"
E8 contains "2"

A9 contains "Christopher"
B9 contains "Miller"
C9 blank
D9 blank
E9 blank

A10 blank
B10 blank
C10 contains "3/8/2016"
D10 contains "$450.00"
E10 contains "4"

A11 blank
B11 blank
C11 contains "3/28/2016"
D11 contains "$1,000"
E11 contains "10"

A12 contains "Maria"
B12 contains "Johnston"
C12 blank
D12 blank
E12 blank

A13 blank
B13 blank
C13 contains "2/2/2016"
D13 contains "$950.00"
E13 contains "7"

A14 blank
B14 blank
C14 contains "3/1/2016"
D14 contains "$250.00"
E14 contains "2"

A15 blank
B15 blank
C15 contains "4/1/2016"
D15 contains "$1,200.00"
E15 contains "12"

A16 contains "Andrew"
B16 contains "Dombrowski"
C16 blank
D16 blank
E16 blank

A17 blank
B17 blank
C17 contains "3/2/2016"
D17 contains "1,550.00"
E17 contains "12"

A18 contains "Mary"
B18 contains "Dumas"
C18 blank
D18 blank
E18 blank

A19 blank
B19 blank
C19 contains "4/9/2016"
D19 contains "$350.00"
E19 contains "3"

A20 blank
B20 blank
C20 contains "9/9/2016"
D20 contains "$700.00"
E20 contains "7"

A21 contains "Jenny"
B21 contains "Brown"
C21 blank
D21 blank
E21 blank

A22 blank
B22 blank
C22 contains "2/1/2016"
D22 contaains "$800.00"
E22 contains "8"

A23 contains "Sarah"
B23 contains "Fleming"
C23 blank
D23 blank
E23 blank

A24 blank
B24 blank
C24 contains "4/22/2016"
D24 contains $450.00"
E24 contains "4"

A25 contains "Jose"
B25 contains "Ramos"
C25 blank
D25 blank
E25 blank

A26 blank
B26 blank
C26 contains "2/5/2016"
D26 contains "$850.00"
E26  contains "7"

Footer contains "Thursday, February 04. 2016" 

Footer also contains "Page 1 of 1"

Save and close any open objects in your database. Compact and repair your database, close it, and then exit Access. Follow the directions on the SAM website to submit your completed project.



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