Keeping track of current projects, tasks and overall scheduling can be difficult. Microsoft understands how complicated tracking all of this information can be, so they created Microsoft Access, which offers preformatted templates that help you keep track of different subjects. Access provides many stock templates, but you can download templates from the Microsoft Office website that are more detailed or personalized. Using Microsoft Access, you can track and control several projects with a single program.
Importing data from an external source allows you to consolidate information in one template. The "Import data" option is on the "External data" tab. Browse through the available import formats, such as Microsoft Excel, until you find the correct source. The import wizard will appear and guide you through the process of importing your data to the Access template. You can transfer the information as a new table, independent of any outside templates, or create a link between two templates, allowing them to share mutual updates.
Your Access template is equipped with tables, charts and reports that support your projects. If the automatic layout does not suit your needs, go to "Create" and select "Form." On the right, you will see "AutoFormat," which offers alternative form styles that might be more suited to your needs. Click on one of the provided styles above the word "AutoFormat."
At the bottom of your current file, Access offers a toolbar that lets you flip through all existing records, but this can be slow going if you have several records already saved. Using the "Search" option is much quicker and allows you to search for file names or keywords within the Access template. "Filter" is also helpful if you need several records of a specific type. If you think you may visit some templates more frequently, you can also start a query. Queries keep a customized record of your important information, which can be saved and opened later to help you find those important files easily. A query can be created by accessing the "Create" tab and selecting the "Query Wizard." The wizard will lead you through the correct steps for setting up a helpful query.
When you first open Access, the program lists some commonly used templates, including assets, contacts, issues, events, marketing projects, projects, sales pipeline, tasks, faculty and students. Select a template by clicking the image provided with the template or the template's name. To the right of your selected template, you can name your Access file and select "Download."
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