wk7-MISSIONEXERCISE

wk7-MISSIONEXERCISE - MISSION EXERCISE OBJECTIVES: To learn...

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MISSION EXERCISE OBJECTIVES: To learn to use Microsoft Access to: create a new database file import data in text format from external data sources create/use queries to analyze data create/use queries to summarize data create/use queries to compare data build Reports on Tables and Queries To create a memo that details your findings from Access use Excel to create graphs YOUR MISSION : You are trying to reconcile and analyze banking activity for a small business customer who has never reconciled their bank account. Fortunate for you, your skills in Access can make this easy! PRELIMINARY TASKS : While you were sleeping, a data guru (this could be you someday) has exported information out of the accounting system that contains all of the bank activity for the years 2000 through 2005. In addition, the bank has provided you with all the transactions that have cleared the bank in these same periods. Both your export and bank files are in a text format. (these records are contained in the files: bank.txt and export.txt) LETS GET STARTED ! : Start Microsoft Access by double clicking on the icon. Next, you will either open an existing file OR in this case we will be creating a new file. Choose the option, ‘Blank Database’. Due to the nature of databases, you will need to name the file before starting so that Access creates what I call the ‘container’ for your tables, queries, forms, reports, etc. Give your database a name ie: BannkRec.accdb and press Create.
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LETS BRING IN THE DATA: We will now import the file that we have exported out of our accounting information system into a table. Files can be imported into Access in a variety of formats. For example: an Excel file *.xls, a text file *.txt , a comma separated file *.csv, a database file *.dbf, etc. Many formats exist. .. the point is that if you can get data into just about ANY format, it can be imported into Access. In this case, we will be importing a text file since it can be the most challenging. To start the process, Click External Data then Text File then OK. The next box prompts you for the file name and location. Browse to the text file MisionExport.txt. Keep the default radio button of Import The Source Data Into a New Table in the Current Database then click on OK Now, the Import Text Wizard starts and we are ready to start creating the specification to bring in our first file!
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First, our file is ‘Delimited’ – this means that it is a text file that each field is separated by some type of indicator. These indicators can be things such as commas, semi-colons, tabs, spaces, or other things such as a tilde (~). In our case, our file is separated by tabs. So, lets click next and continue. So, our file is delimited by TABS and we can see that the first row contains our field names. (if the field names did not exist, we could
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This note was uploaded on 09/27/2010 for the course ACCT 425 taught by Professor Terawooten-tanner during the Summer '10 term at Franklin.

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wk7-MISSIONEXERCISE - MISSION EXERCISE OBJECTIVES: To learn...

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